To finish out Season 1, we decided to do a 3-day Agency Owner to CEO Challenge to help set you up for 2024. On day 3 of the Challenge, we talk about how becoming aware of your ethos (mindset and limiting beliefs) will help you move from working in the business, to working on the business.

The reason owners are stuck in their Zone of Excellence and unable to pivot to their Zone of Genius is because of mindset and limiting beliefs. We can tell you all day long how to increase efficiency and energy but if you don’t have the mindset and belief system to go along with it, you will fall back into old, reactive patterns.

Stepping into the role of CEO requires you to step out of your comfort zone and change the way you think about things.

→ If you found this Challenge helpful, we invite you to check out our Agency Owner to CEO program. Book a call now so we can get to know you and you can get to know us. We have 3 spots left at our introductory price of $3,000. The price will go up to $5,000 in the New Year.

Book a call here

→ Thank you for listening to this episode. This episode concludes Season 1 of the Insurance Revolutionized Podcast. If you liked it, share it, leave a rating or review, and subscribe! Stay tuned for Season 2, Coming Soon!

→ Learn more about Success Without Sacrifice at ⁠⁠https://linktr.ee/successwithoutsacrifice⁠⁠. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership.

→ We are booking guest speakers for Season 2 of the Insurance Revolutionized Podcast. If you'd like to be considered, please email us at ⁠⁠⁠info@successwithoutsacrificecoaching.com⁠⁠⁠.

To finish out Season 1, we decided to do a 3-day Agency Owner to CEO Challenge to help set you up for 2024. On day 2 of the Challenge, we talk about how to increase efficiency.

All of the clients that start with us are stuck in “putting out fires” mode. The first few years of building an agency require owners to do everything and be everyone. Once your business is financially stable and you start adding team members, being reactive becomes less sustainable. It can start to create stress and resentment toward the business.

After the first two coaching sessions, we help you go from being reactive to being proactive. You will have a clear roadmap of how to increase efficiency, so you can get back to what only you can do and what you love to do.

→ Interested in learning more about the Agency Owner to CEO program? Book a call now so we can get to know you and you can get to know us. We have 3 spots left at our introductory price of $3,000. The price will go up to $5,000 in the New Year. ⁠⁠

Book a call here ⁠

→ Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe! → Learn more about Success Without Sacrifice at ⁠https://linktr.ee/successwithoutsacrifice⁠. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership.

→ We are booking guest speakers for Season 2 of the Insurance Revolutionized Podcast. If you'd like to be considered, please email us at ⁠⁠info@successwithoutsacrificecoaching.com⁠⁠.

To finish out Season 1, we decided to do a 3-day Agency Owner to CEO Challenge to help set you up for 2024. On day 1 of the Challenge, we talk about managing your energy.

Your energy is your greatest asset. We find most agency owners spend 80% of their time in their zone of excellence (things they are good at but could be outsourced, delegated, or automated). These “little” tasks add up and steal your energy from your zone of genius (the intersection of your strengths, talents, and passions).

To help you grow and scale your agency without resenting it, we help you set up your business so you can be in your zone of genius 80% of the time.

→ Interested in learning more about the Agency Owner to CEO program? Book a call now so we can get to know you and you can get to know us. We have 3 spots left at our introductory price of $3,000. The price will go up to $5,000 in the New Year.

Book a call here

→ Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe!⁠⁠

→ Learn more about Success Without Sacrifice at ⁠⁠https://linktr.ee/successwithoutsacrifice⁠⁠. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership.

→ We are booking guest speakers for Season 2 of the Insurance Revolutionized Podcast. If you'd like to be considered, please email us at ⁠⁠⁠info@successwithoutsacrificecoaching.com⁠⁠⁠.

Beth DeLaForest is President and Founder of Aspire Insurance Group Inc., a multi-location, full-service, boutique-style Independent Insurance Agency serving MN, WI, and IL. Beth started in the insurance industry in 2001 as a receptionist. In 2010 Beth made a bold move and left the agency she started with to start her own book of business from scratch ($0). In 2014, Beth took another leap of faith when she bought the book she had built and started Aspire Insurance Group, Inc., Aspire grew organically via word-of-mouth marketing until 2020 when Beth navigated her first acquisition. Currently, Aspire Insurance Group, Inc is a team of 9 and has a seven-figure valuation. Beth has a passion for company culture, modern-day leadership, innovation in the workplace, and growth and development. Throughout this journey, Beth has learned that our businesses, lives, and incomes will only grow to the edge in which we grow ourselves, and she looks forward to coming alongside others on this same growth path.

→ Key Takeaways:

• I always wanted to be in the helping profession. Being an independent brokerage allows me to be in an advisor role rather than a sales role.

• Purchasing leads is a hampster wheel, most people buy online for the lowest rates and aren't interested in forming a relationship. They'll continue to shop around.

• When networking, I've always had the mindset of what am I going to give and what will I learn, never what will i get out of this.

• Insurance is sales AND service. You cannot have one without the other.

• Our ideal client is someone who values our opinion and expertise. Someone who says, "What would you suggest?"

• We have a holistic approach, it's not about agency growth, but personal growth first and foremost.

• If I take really great care of my team, they'll take really great care of our clients.

→ Key Moments:

[0:01] Introduction to Beth

[3:42} The decision to leave State Farm and start her own company

[8:53] The process of starting from scratch

[14:04] How do you get leads?

[19:09] Pushing for the next number vs. pushing for quality

[24:48] How to make sure your culture is where you want it to be

[26:00] Daily check-ins

[29:27] How to help your team define success

[37:57] The key missing piece for women in leadership

[43:15] Personal growth equals business growth and fulfillment

[50:00] How to get in touch with Beth

→ Follow Beth:

Email: beth@aspireinsurancegroup.com

Facebook: https://www.facebook.com/AspireInsuranceGrp

Instagram: https://www.instagram.com/aspireinsurancegroup

Website: https://www.aspireinsurancegroup.com/ → Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe!

→ Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership.

→ If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at info@successwithoutsacrificecoaching.com

Amy Thomson founded Seen, a digital and experiential agency in 2011, and built the agency to £10 million in revenue in under five years and sold the business to WPP and Captivate group in 2017. The agency worked with Nike specifically on early-stage health tech and data analytics, which gave the springboard to building Moody. Thomson launched Moody as an MVP in 2019 and has taken the business from an idea to a £1M ARR scaling the business in 2023.

Moody Month: Hormone Tracker App - Daily wellness for women, tailored to your cycle. Every day is a new day for our bodies and minds, check in with yourself daily using Moody Month. Receive a forecast about what’s happening in your body each day, and learn how to optimize your well-being with easy-to-achieve mood, food, and fitness advice. Find motivation and personalize your daily routine to give your body what it needs.

→ Key Takeaways:

• Understanding your hormones can elevate so many other aspects of your life.
• Burnout is a lack of understanding of how the systems and functions of our body actually work.
• As women, we must rethink how our health and wellness need to be central (not secondary) so that we can be more optimal and achieve the success we want.

→ Key Moments:

[0:00] Who is Amy Thomson?

[2:58] How stress and hormones impact your body

[9:43] Pushing ourselves to our limit

[13:09] Moody's approach to social media and hormones

[17:47] Understanding the why behind wellness and self-care

[21:59] How do you plan your work systems?

[28:14] The mindset that comes with being successful

[36:30] How to use the data and the information

[39:49] How did you get to this point of development?

[45:39] The difference between the free and paid programs

[48:38] Hydration tips for women

→ Follow Amy:

Email: amy@wearemoody.com

Facebook: https://www.facebook.com/moodymonth/

Instagram: https://www.instagram.com/moodymonth/

Website: https://moodymonth.com/

LinkedIn: https://www.linkedin.com/in/amy-thomson-ab056325/

→ Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe!

→ Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership.

→ If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at info@successwithoutsacrificecoaching.com

Charity and Brandon are a husband and wife team who own Insure Boost, LLC, a company that specializes in the ACA under 65 space. In this episode, Charity discusses the challenges of living and working from home, and how they have learned a lot about themselves and each other in the past 5 years of being in business together. By establishing boundaries and building a successful business, they have each found their place in the industry, within their home, and what truly motivates them. → Key Takeaways:

• Know your boundaries and have the (uncomfortable) conversations. Ask for what you need, whatever that might be.
• When you're confident in one area of your life, it shines through in other areas.
• If you're facing burnout, address it before you hit rock bottom and irreversible damage is done.
• Self-care has a very high return on investment. Be okay with giving to yourself.
• It's okay to strive for something. It's ok to be ambitious. It's okay to go after the things you want in life. Don't take it as a failure if you need to take care of yourself, take time for yourself, and prioritize the things that are important to you.

→ Key Moments:

[0:00] Charity's background

[3:00] The challenges of starting a business without any income

[9:37] The challenges of working closely with your spouse

[16:24] How to create intentional time to be with your partner

[19:13] Why women need to speak up for help

[25:05] The importance of letting go and letting go of expectations

[29:35] Do what you love to do

[32:28] Taking care of yourself and your marriage

[36:15] Know your boundaries and have the important conversations

[41:43] Helping other women

→ Follow Charity Elliot:

Email: charity@insureboost.com

ACA Training Ground Facebook Group

Booktrovert Reader Podcast

→ Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe.

→ Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership.

→ If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at info@successwithoutsacrificecoaching.com

→ Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

In this solo episode, Host and Life and Business Success Coach Cheree goes through 6 ways to improve team culture and performance so that as an Agency Owner, you can motivate teammates in such a way that they're able to step up and you're able to step away.

→ Key Takeaways:

• It's important to fully understand yourself (first). Know your own stressors and triggers.
• Understanding your teams dynamics is vital to take a negative culture and turn it into a positive one.
• Mindset and the performance of one individual can affect the entire team.

→ Thank you for listening to this episode. If you liked it, share it, leave a rating or review, and subscribe!

→ Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrifice. We're on a mission to help women in insurance bridge the gap and align business, life, and leadership.

→ If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at info@successwithoutsacrificecoaching.com

→ Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠

Kathryn, also known as Kat, is a dedicated mother of four, including one child with special needs. Her passion lies in helping others, which she has pursued through a career in healthcare since 2007. Kathryn finds fulfillment in developing and motivating individuals by empowering, educating, and equipping them with the tools they need to succeed. With over 15 years of experience in medical and insurance fields, alongside a team of agents with 20+ years of experience, Kathryn aims to help others achieve the same success she has worked hard for. She is a part of Women of Insurance, an organization that supports women with an ambitious, driven community of like-minded professionals striving to help each other achieve success. Kathryn is committed to her clients and to helping others succeed and grow.

→ Key Takeaways:

• Take care of your clients like they're your family.

• Lazy Prospecting - If you're in Medicare, schedule, a "How to Effectively Bill Medicare" lunch and learn with Dr.'s offices. Establish a mutual relationship, doctors will send clients who need insurance assistance.

• Retirement is where I find the most fulfillment because I'm helping client's income plan so that they don't outlive their money.

• Always do the right thing, because it will always come back to you.

• Advocate for your community. Senior citizens were being kicked out of their community center and it upset me because a lot of my medicare clients are widowed or their children have moved out of the area and don't come around much anymore. These centers are their only lifeline. I spoke at a City Council meeting on behalf of the Senior Citizen Center, its patrons, and the community at large, and was successful in keeping it open.

• A master of all is a master of none.

• I joined Women Of Insurance and it's been the best thing to happen for me. WOI is the only female-owned and operated national organization focused exclusively on providing training and support to women who work within the insurance industry.

• Advice: Seek mentorship or a community that will support you and is there for you no matter what.

• More advice: Look for a "home" whether it's an upline or a person who will mentor you and help you grow regardless of what that is. Growth is how you'll get there and succeed.

→ Key Moments:

[0:00] How Katherine got into the Insurance Industry

[3:03] Background in healthcare

[12:47] The importance of writing down your final expenses

[18:09] The importance of giving back to the community

[23:45] How the group Women Of Insurance helped

[29:36] How to build a team

[35:09] Heart to serve others

[39:53] Where to find a mentor

→ Follow Kathryn "Kat" Arnold:

Email: Kathryn.arnold.life@gmail.com

Facebook: https://www.facebook.com/SLALegacy

→ Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe.

→ Learn more about Success Without Sacrifice at https://linktr.ee/successwithoutsacrificeWe're on a mission to help women in insurance bridge the gap and align business, life, and leadership.

→ If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at info@successwithoutsacrificecoaching.com

→ Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more - ⁠https://bit.ly/swsmastermind⁠