Scaling Your Agency with Intention and Purpose | Insurance Agency Playbook

The Insurance Dudes

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Welcome back to The Insurance Dudes for another episode! The hosts of today's episode, "Scaling Your Agency with Intention and Purpose," Jason Feltman and Craig Pretzinger, will walk you through the crucial tactics for effectively expanding your insurance agency without compromising your basic principles or overworking your staff. They will talk about how crucial it is to adopt a mindset of strategy rather than hustling, create an environment that encourages long-term growth, and put in place scalable processes to manage growing complexity. They'll also provide you with a unique workbook and real-world agency examples to assist you in creating your own growth plan. Pay attention to properly adjust your strategy and synchronize your expansion with the goals of your organization!

"CLICK HERE TO DOWNLOAD THE 'Scaling with Intention: Your Agency Growth ' WORKBOOK"
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Craig Pretzinger & Jason Feltman
The Insurance Dudes

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1. Intentional Growth in Agency Scaling (00:00:00)

2. Seeking Transformation Through Purposeful Growth (00:07:45)