The Agent Leader Podcast

How did Ed McGrath lead BancFirst Insurance Services from $6 million to an astounding $33 million in revenue? Discover the secrets behind this monumental growth as Ed, the President and CEO, sits down with us to discuss the pivotal strategies and leadership decisions that made this transformation possible.  You'll hear about the importance of an independent operational approach, the power of inves...

Unlock the secrets to agency growth and leadership success with Bart Straka, President and CRO of TRICOR Insurance. Discover how Bart transformed from a producer to a leader at one of the top 100 agencies in the country. Learn how the agency has expanded to 32 locations and 310 employees, with an impressive projected revenue of $58 million, and the pivotal role a strong agency culture plays in thi...

In this episode, Brent Kelly is joined by Mark Rollins, a former highly successful insurance agency leader and current founder of Retirement Transformed. Mark, also the author of The Evolving Man, shares insights that go beyond the usual financial aspects of perpetuation.  Together, they explore the emotional and spiritual journey leaders face when transitioning from agency ownership, diving deep...

Brent Kelly sits down with Max Olson of Legacy Advisors, an expert in agency valuation, to discuss the strategies that can significantly increase the value of your insurance agency. Whether you're preparing for a buyout or simply want to boost your agency's future, Max shares key insights on optimizing revenue, streamlining operations, and securing the best price for your agency. Key topic...

How can good results be holding your agency back? Roger Sitkins joins Brent Kelly to dive deep into all seven of the Good Results Traps - or common challenges that many agencies face when they become content with merely good outcomes instead of pushing for the Best Version Possible results. This Good Results mindset prevents agencies from reaching their full potential and end up leaving millions o...

Are you falling into Good Results Trap #7 by under-utilizing your agency’s technology and talent? In this episode of The Agent Leader , Brent Kelly dives into the critical importance of your agency’s talent and growth strategy. Brent emphasizes that the key to staying competitive and efficient lies in a proactive approach to investing in both your people and technology. (3:58) There's an unden...

Skyrocket your agency's revenue by embracing proven strategies used by top-performing agencies. In this episode, Brent Kelly gets into how the 80/20 principle can revolutionize your business model, helping you focus on the top 20% of your clients who generate 80% of your revenue. Imagine the impact of having half your revenue come from just the top 5% of clients—it's not only possible but...

Do your agency’s beliefs and behaviors align? Brent Kelly dives into Good Results Trap #5 which covers having limited or no culture of accountability in your insurance agency on this episode of The Agent Leader. Learn how fostering a Culture of Accountability  can not only boost performance, but also make your agency a beacon for top talent. Examine the critical role of Strategy and Accountability...

How can you turn part-time clients into full-time profits for your insurance agency? Brent Kelly shares the strategies that can transform your business model, boost your profitability, and secure your agency's future in this episode which continues our Good Results series with Trap #4 Part-Time Clients. Understand the critical importance of transitioning part-time clients to full-time status f...

What's the best way to scale your agency's revenue and ensure sustainable growth? Escape the Part-Time Producer Trap! Brent Kelly continues the Good Results Traps series with Trap #3, having part-time producers. Discover the critical elements that can elevate your agency from "doing ok" to thriving. Brent dives into the often-overlooked factors that are essential for agency succe...

What is your agency's set offense? Can you clearly articulate the differences of your agency vs. everybody else? Are your pipelines overflowing? If any of those answers are no, you may be falling into Good Results Trap #2, which we cover on today's Agent Leader podcast . In this episode, Brent Kelly continues the Good Results Traps 7-part series by covering the “trap” of doing good despite...

Is your agency getting good results? Careful, these good results could very well be traps that are holding your agency back from becoming its best version possible. In this first of a seven-part series, Brent Kelly talks agency leaders through the first trap - having no clear strategic or financial plan. Get ready to ask yourself if your business model is leading your agency to the place that you...

What's the secret to sustaining impressive growth in your insurance agency year after year? Discover Specialty Risk Insurance Agency’s blueprint for achieving a staggering 32.4% year-over-year growth for 12 years straight in this episode of The Agent Leader podcast! Chance Morgan joins Brent Kelly to deep dive into the strategies, hiring philosophies, and training programs that have propelled...

In this episode of the Agent Leader podcast, host Brent Kelly discusses the three steps to becoming a Best Version Possible agency. He emphasizes the importance of clarity, alignment, and focus in achieving agency transformation and growth. (5:30) It all starts with agency leaders answering three key questions for Clarity: where are we today, where do we want to go, and how are we going to get the...

What's the secret to transforming your agency with less effort and more impact? Discover the blueprint to agency success that every leader needs. This episode dives into the heart of empowering insurance agency leaders, showcasing how doing less can actually lead to achieving more. By focusing on strategic delegation, cultivating team empowerment, and embracing reflective leadership practices,...

Are you coming at accountability backwards? Brent Kelly discusses how to use accountability for success in your insurance agency on this episode of The Agent Leader. Discover the essential strategies for growth through insights on aligning your team, understanding roles, taking strategic actions, and the power of coaching to excellence. Learn how awareness and strategic client acquisition can tran...

Are you a cow or a buffalo in the insurance industry? Brent Kelly introduces a "cow mentality" and a "buffalo mindset" and how each pertains to different areas of an independent insurance agency. Learn how to shift from a cow to a buffalo with eight specific areas: Focus on problem vs. a focus on the solutions. (7:30) Activities vs. Results (9:00) Living in the past vs. Focus o...

What's the secret to building powerful relationships with CFOs? Unlock the key to establishing meaningful connections with CFOs by understanding their priorities, challenges, and strategic goals with this episode of The Agent Leader. Brent Kelly and Kari Glennon dive into what makes a CFO tick, from the nuances of their day-to-day responsibilities to the overarching strategies that drive their...

Brent Kelly discusses the parallels between dunking a basketball and achieving success as an independent insurance agency in this episode of The Agent Leader. Brent explains how training applies to both basketball and insurance agencies. Much like our producer program, ProducerFit, which focuses on building foundational blocks for success, you can't build success with weak links. So how can yo...

What are three reasons why agencies and their teams often avoid one of the most powerful areas of agency growth? Brent Kelly introduces the concept of the Ultimate Growth Strategy in this episode of The Agent Leader, along with the three reasons for avoiding this strategy: Complacency (6:30) Lack of capacity (7:40) Lack of confidence (9:43) If you're ready to address these issues and implement...

Is what you're thinking stopping you from achieving? In this episode of the Agent Leader podcast, Brent Kelly and Roger Sitkins discuss the importance of beliefs and thinking in achieving success. Listen in for tips on how to turn internal convictions into external actions and desired outcomes. Our coaches are big believers in positive thinking as a driving force for desirable results. Learn h...

In this podcast episode, Brent discusses the easy, normal, and comfortable things that insurance agencies often do that can hinder their long-term growth and success. Listen as Brent highlights four specific areas where taking the easy way currently could be making your future harder: Accountability (6:20) Productivity (11:30) Agency profitability (13:50) Having a defined selling system (17:17) Is...

What's the secret to transforming your independent insurance agency into a high-performing powerhouse? Discover the undeniable power of a structured selling process in our latest episode. Brent Kelly delves deep into why relying solely on talent isn't enough and how a systematic approach can significantly elevate your agency's success. Learn the critical difference between talent and t...

In this podcast episode, Brent Kelly discusses three important questions that people are asking about you as an agency leader: "Can you help me?" (3:00) "Do I trust you?" (8:43) "Do you really care about me?" (15:00) Brent emphasizes the importance of these questions in determining a leader's impact, influence, and results. Listen in for practical examples and sug...

Learn how to make your agency soar with seven characteristics of eagles that can be applied to independent insurance agencies in this episode of The Agent Leader. The characteristics include: Vision (5:20) Fearlessness (9:30) Tenacity (16:30) Hunting (19:40) Vitality (23:15) Flying high (27:00) Nurturing (29:10) Listen in for highlights on the importance of having a clear vision for your agency, b...