Have you checked your foundation recently? Stepped back and took a look to see if you are on sound principles. Back in the day, we called it keeping it real. It doesn’t mean that you have to be a jerk. It means that do not be surprised if someo

What is the value of other people's opinions?

17 days ago 29m 5s

If it wasn’t for another person asking a question and me caring about them, Suzie and I wouldn’t have an insurance business. With all of the shouting and division going on there is a push to forget that If you want to connect with people that y

Summer Time and work changes.

24 days ago 29m 38s

We have been running a small insurance office for over a decade. One of the biggest concerns with summer is what about the kids? Childcare is expensive and this is opportunity to do family bonding and larger gatherings. There is camping and spe

Raising a child is a lot like running a small business.

Jun 6th, 2024 31m 55s

For the last twelve years, we have been raising our kid while working our small insurance business. Tomorrow is graduation. We are going to talk about some of the ups and downs in what we have done. Education is important and we are ready to ha

Why should businesses & communities look at Pride seriously?

May 30th, 2024 33m 50s

We have been advocating human rights, LBBTQIA+rights, etc some time. ( It was when I was looking at annuities and rights surrounding gay marriage. )Last year our office received a couple of threats and we keep going because it is important. As

Small business is the community safety net that you have been looking for.

May 23rd, 2024 30m 40s

Suzie & Matt have been running a small insurance business for over a decade through financial tough times and good times. We just had a rival insurance agency issue that they were closing in seven days. The market isn’t easier this year. How is

How do scripts work in the sales world?

May 16th, 2024 32m 27s

We run a small insurance agency in Central Washington.There are two different cultures when it comes to sales. One is the use of scripts. You go through a script and then at the end respond to any objections and you close. The other requires a

Finding your Yellow Brick Road for Success

May 9th, 2024 28m 16s

It's how Matt got Suzie to start working with insurance at Wenatchee Insurance. It’s not in a book, it’s not in a school, it’s not some old grey haired wisdom. It requires answering a couple of questions to find your genuine path to your yellow

Getting Real, Real can make a difference.

May 2nd, 2024 31m

When you go out do you find the beigest of restaurants, order a factory-assembled burger with no salt on the fries? We prefer to find a mom-and-pop stand where a person named Jo assembles something that would make a nutritionist cringe.Last we

What brings people to you? What is your draw?

Apr 18th, 2024 31m 21s

We have held another record month with writing insurance policies from our office in Wenatchee. We use a very natural method of understanding what makes it attractive to do business. It is not a sale for sales numbers. In fact some of the best

Car Insurance hit 22% inflation, we need to share some tips.

Apr 11th, 2024 29m 29s

Straight out of Wenatchee Insurance, we had to talk about inflation this week. As parents with a Senior getting ready to graduate and small business owners, we feel the pinch. With Car insurance prices hitting 22% and articles talking about gr

Are you measuring your customer's smiles as part of your success?

Mar 28th, 2024 31m 33s

We have people who come to our Insurance office for the first time filled with dread. Grey-skinned, grim looks focused on the task of diving into insurance through their beliefs. (Seriously, we are going to do an insurance myth episode because

Do you leave enough meat on the bone?

Mar 21st, 2024 30m 3s

We have done business for over a decade currently we are working with Wenatchee Insurance. One of the biggest principles in presenting an offer is that it has to have value to the other person. Walking around there are some clear examples of t

Tiktok ban and the importance of social media and small business

Mar 15th, 2024 32m 18s

The day that we did this episode was a day that I had a person using Tiktok contact me for insurance help.Since the days of the farm line, there has been some form of social communication over distances using technology. We are going to get in

Education verses Improvement

Mar 7th, 2024 29m 53s

There is a battle today about Education. How much should we spend? How much improvement are we getting out of it? How much should we spend on bonds? As insurance Agents we have continuing education regularly and not everyone pushes for improvem

What is the secret ingredient to making a good home or a successful business?

Feb 22nd, 2024 30m 43s

We have been running a small insurance office for years. We talk about the importance of the customer experience and tearing down 'no soliciting' signs in other podcasts. We have even talked about how to do creative outreach and events. It boil

Ready for the New Year?

Feb 8th, 2024 27m 21s

Around Wenatchee Insurance we are. Yes, the Lunar New Year occurs on Saturday. We have gone through the fires of 2023 and are looking forward to the New Year and the prosperity that comes with it. We have been laying the groundwork for the las

Life is a game of trust

Dec 20th, 2023 34m

As insurance professionals, we work with trust. Customers have to recognize that you have a product that will work in their darkest hours. We build trust just the same way that we tear it down. Here comes an exercise in trust.

We are going to talk to about Veterans and America today.

Nov 11th, 2023 32m 2s

We are going to talk about being a Veteran in America on Veterans Day. There is predatory marketing that takes place, an IG moment or two and then we are used as political talking points to take away helping others. We are getting real with our

Civic duty is important

Nov 2nd, 2023 27m 43s

After running the enrollment center with the Washington Healthplanfinder for the last six years, we know a little about giving back. In the age of people running to jury duty, maybe we need to make a 180 and run to it. Instead of making a diffe

Supporting the arts is important for business

Oct 26th, 2023 31m 48s

While STEM gets a lot of play, what doesn’t get enough talk is supporting the arts in school. We use a heck of a lot of art and we run an insurance agency. My hands are bricks and it doesn’t stop me from supporting and appreciating art. This is

Energize your fall

Oct 19th, 2023 31m 57s

Fall is an exciting time of the year around here. Kids in school, Football, Pumpkin Spice Lattes, Black Friday Specials, Dances, Open Enrollment, Halloween. Setting up for winter We are going to talk about energizing your life, your family, and

If you want to last then you need to adapt and evolve.

Sep 28th, 2023 33m 40s

After 12 years of running an insurance business, I can say one thing. There is no perfect customer, employee, or business model. Every year I set a plan and make adjustments. We are going to get into making adjustments so that you can fly. The

Scheduling is Critical to growth.

Sep 21st, 2023 32m 22s

Scheduling is critical when you do Health Insurance and you are looking at hundreds of appointments in a few weeks. We just dropped a little over $500 for our Calendar program for the year and it is worth every penny. In the last couple of yea

Health Insurance regardless of Immigration status in Washington State.

Sep 14th, 2023 30m 25s

We have been assisting with health insurance since the beginning of the ACA. The first year I had a ton of people with ITINs and tax returns seeking to purchase health insurance. Because of how the ACA was written they were eventually denied co