Getting Past the Premium

We would like to welcome Kevin Kraft to today's episode of Getting Past the Premium! Kevin's experience in the insurance industry has taught him a lot about working with others to achieve your goals. His Marketing Director role at IIAN (Independent Insurance Agents of Nebraska) allows him to use his people skills and enthusiasm to drive success.  Today's episode focuses on the role...

We are excited to welcome Brett Lindstrom, Candidate for Governor of Nebraska and part of a wealth management team at The Lindstrom Group, to Getting Past the Premium! Today's conversation centered around Brett's time as part of a wealth management team and how that has helped in his campaign to become the next Governor of Nebraska. About Gubernatorial Candidate Brett Lindstrom: What dri...

Welcome Andy Grant, Strategic Growth Advisor with Leadership Resources & ATHLETeX Region Lead, to Getting Past the Premium!  Andy's time as a Strategic Growth Advisor has allowed him to build many meaningful relationships over the years. He has also worked with countless athletes and coaches to grow their team cultures. In fact, one of his keys to success as a leader is company/team cultu...

Welcome Brandon Hamm of Koley Jessen P.C. to Getting Past the Premium!  As an estate and exit planning attorney, Brandon serves as a trusted advisor to individuals, business owners and executives to help them plan for the inevitable -- death and taxes. How can the bar be set as an advisor across all industries? Find out in today's episode. About Koley Jessen P.C.: Koley Jessen was founded in...

Welcome Logan Barry, Partner & Sr. Strategist at GDP Advisors, LLC, to Getting Past the Premium!  In order to tell our client's story to the best of our ability, we have to learn and adapt to constant changes within the industry. Logan brought great insight into data analytics and utilizing that data to tell a story. GDP Advisors has focused on getting past just selling a product and inst...

Charles Olson is the President of OCI, based out of Omaha, NE. With nearly two decades of experience changing the industry, Charles brings a plethora of knowledge to the table. His passion for change has led him on a journey to create a culture of success and teamwork, adapting to an evolving industry. About OCI: People often ask what OCI stands for and the answer is: Insurance Made Simple. While,...

After discussing LAUNCH in Episode 15, Elliot and Ryan wanted to dive deeper into building and designing processes. With the evolution of technology and all the new tools available, how do we evaluate which tools are right for us and where they fit within the process? What tools are right for you and your organization? These are the conversations we live for. Let's grow, build and design proc...

The countdown is on! Elliot and Ryan dive into a brand new software, currently in beta testing, called Launch! ( https://getlaunch.io/ )  In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented. Agencies find it difficult to collaborate across division on the same client....

Dave Tims is the President and GM of Premier-Midwest Beverage Company. After 14 years in the business and nearly 5 as President, Dave has experienced all the ups and downs of being a business owner. His perspective of risk management is unique because of all the aspects of his business. About Premier-Midwest Beverage: "The goal of Premier Midwest Beverage is to become the best in-store market...

Larry Linne is a leader in the Risk Management industry, and has been changing the way people think about risk management for years. As a former NFL player for the New England Patriots, Larry learned that determination and hard work are the keys to success, and that transferred to the business world seamlessly. He is currently the CEO of InCite Performance Group. About InCite Performance Group: In...

Steve Atkinson of Buckingham Strategic Partners is back for another episode to discuss taking that big step to become a true strategic advisor for your clients. In the financial services industry, sometimes it can become transactional and the mentality can remain stagnant with old processes. It's our job as progressive advisors to take that big step forward in becoming strategic advisors that...

In today's episode, Ryan and Elliot talk with Steve Atkinson of Buckingham Strategic Partners about building partnerships and understanding your clients. The conversation centered around becoming a progressive advisor in the financial services industry and using the knowledge built over years of service to enhance your client's experience. Drink of the day: Woodford Reserve Episode links...

Our TENTH episode! We are excited to welcome back Eryka Morehead from Collaborative Planning Group to discuss the individual side of risk management and planning. She dives into the topic of understanding a client on a personal level and really getting to know their needs and goals. We're also excited to welcome a very special guest host.... Andy Bassett! Let's Get Past the Premium. Drin...

Eryka Morehead joined the show to discuss the process of identification that Collaborative Planning Group uses to find success with their clients. They identify risk, create solutions and implement strategies, otherwise known as the three lenses . Each lens helps to better understand the client and their specific needs. Learn more about the process in this episode of GPP! Drink of the day: Mojito...

Andy Bassett from Ellerbrock-Norris joins the show to discuss the ten impact areas of risk every client has. Identifying these risks and providing proper guidance is the key to a successful business. The ultimate goal is to not only change the way individuals think about risk, but change the way an entire industry thinks about risk. Moving to a holistic advisory model can help shift the mindset an...

Elliot and Ryan share an insightful conversation on understanding a client's goals and aspirations from the beginning. What is more impactful to a client; selling them a product on a transactional basis or opening up a dialogue and really getting to know them on a personal level? We can change how we conduct business. It all starts with conversation. Drink of the day: Basil Hayden's Epis...

Dan, Elliot and Ryan have a great conversation around life insurance and moving that model from transactional to advisory. Dan's experience as a business owner and consumer has helped him gain multiple perspectives on the industry and the knowledge to make big changes moving forward. Let's continue to move the needle and put our client's needs at the forefront. Drink of the day: Woo...

Dan Allison stopped by to bring some industry knowledge to the podcast! We discussed the fact that while we must acknowledge the past, we have to look towards the future of risk management and become trustworthy advisors. We are battling decades of transactional sales processes, but we are determined to change the way people think about advising their clients. Dan's experience with Brokers Cl...

Ben Woods, Stewardship Advisor at Ellerbrock-Norris Wealth Strategies, joined the podcast this week to discuss the psychology behind the strategy, why getting to know your clients is important, some Dogecoin discussion (to the moon!) and more! The drink of the day is Kros Strain's Juice and Desist Double IPA. This episode is sponsored by LAUNCH. In the world of insurance, independent agencies...

Andy Bassett, President of Ellerbrock-Norris, joins GPP to discuss the art of becoming a true Risk Advisor to your clients and getting past just selling them a product. He also mixed up a mean Manhattan! This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, th...

Seth Denson, author of "The Cure: A Blueprint for Solving America's Healthcare Crisis",  joins GPP to discuss being a healthcare advisor, not a healthcare broker. As an advisor, we have to start having different conversations about healthcare. This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by block...

We have to get past just selling our clients products and become advisors to them and their businesses.  We focus on breaking down problems that advisors face in the risk management industry and talk about solutions that bring value to clients. The industry is changing and clients are expecting more than just shopping their insurance for a cheaper price. Let's get past the premium and talk ab...