I’m not just someone who thinks they know better. I’ve done it.
I’ve been in the industry as a producer, agency owner, and CMO for 13 years, both on the direct and independent side, and in both the insurance and financial spaces. I was a top producer at AIG, and built a 7 figure book of business from scratch, by myself, with the tools and strategies I teach.
I speak from experience, and know exactly what kinds of challenges independent agents and advisors face every day.
I’m well versed in marketing AND design
Prior to (and during) my time as an insurance agency owner, I ran a successful web design and marketing consulting agency, that eventually morphed into the business you see here today. I’m well versed with both traditional and digital marketing concepts, and have spent a lot of time and money testing things, so I know what works and what doesn’t work.
I bring a real world approach to insurance marketing, and have personally executed on the strategies I teach both in an insurance agency and financial planning firm
I have a deep technical knowledge of SEO/SEM. I know how to drive traffic to a website and generate leads online.
I speak your language
One of the reasons agents have a hard time getting started with marketing is because of the barrier that technology has created. I take complex strategies and concepts, and break them down into small, bite sized lessons, so agents can absorb it better.
We’ve all seen speakers who are style over substance. They dance around stage, but when it’s over, what did you really take away from it? I’m here to give direct, actionable advice, not sell you something or tell you things you already know.
I’ll help you shorten your learning curve
Tired of trial and error nightmares, or playing the guessing game? I’ll give you an actionable step-by-step plan that will help your team get down to business.
What are some of the topics covered?
Use the form on our contact page to submit your inquiry, and I’ll reach out to you asap. I look forward to meeting you! Thanks!