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Content provided by Brent Kelly--The Agent Leader Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brent Kelly--The Agent Leader Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Maximizing Agency Value with Max Olson of Legacy Advisors
Manage episode 439134166 series 1333747
Content provided by Brent Kelly--The Agent Leader Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brent Kelly--The Agent Leader Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 topics include: (5:55) Success leaves clues, Max shares some areas where agencies have succeeded.
(15:25) Mistakes agencies have made
(23:00) The one thing that agency owners should be most focused on
(30:00) How to find balance in ambition and life
Tune in to learn the steps you can take today to enhance your agency's worth and position yourself for a profitable exit.
Visit https://www.legacy-advisors.com/ to learn more about their services for insurance agencies
Visit https://www.sitkins.com/bookacall to schedule your Best Version Possible assesment.
295 episodes
Share
Manage episode 439134166 series 1333747
Content provided by Brent Kelly--The Agent Leader Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brent Kelly--The Agent Leader Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 topics include: (5:55) Success leaves clues, Max shares some areas where agencies have succeeded.
(15:25) Mistakes agencies have made
(23:00) The one thing that agency owners should be most focused on
(30:00) How to find balance in ambition and life
Tune in to learn the steps you can take today to enhance your agency's worth and position yourself for a profitable exit.
Visit https://www.legacy-advisors.com/ to learn more about their services for insurance agencies
Visit https://www.sitkins.com/bookacall to schedule your Best Version Possible assesment.
295 episodes
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Similar to The Agent Leader Podcast
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
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