The Ridiculously Amazing Insurance Podcast: 4 Things To Do Now Before the End of the Year

4 Things To Do Now Before the End of the Year

Nov 19, 2021

In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro is joined by Heath Shesron to discuss the 4 THINGS you NEED to do for your insurance agency BEFORE the end of the year.

Episode Highlights:

Kelly discusses the importance of freedom and discipline (2:57)
Kelly introduces and welcomes Heath Shearon in his first three-minute video. (3:35)
Heath talks about job descriptions. (6:28)
Kelly highlights their forthcoming special deals for November and December. (9:15)
Kelly explains why having goals is incredibly helpful. (12:45)
Heath talks about the things we need to get prepared to get ready for 2022. (15:37)

Key Quotes:

“When I'm disciplined about my plan, I know what winning is. I know what success looks like, I know how to track everything and where I should be. When I have no plan, I've got none of that.” - Kelly Donahue-Piro
“If everybody in the team knows what everybody's roles are, and what everybody's expectations are, it truly helps for accountability across the entire team.” - Heath Shearon
“Goals are incredibly helpful because they allow us to, you know, have some freedom, but also put our energy and resources towards something.” - Kelly Donahue-Piro

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