In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Sean Kirby from Performance Group Indiana. Sean discusses their agency’s move into the tax and accounting space, how they are training and recruiting staff, and the lessons they are learning along the way. 

Episode Highlights:

  • Sean shares his background story. (3:12)
  • Sean explains that financial planning is typically designed for individuals. (4:27)
  • Sean talks about the growth of Performance Group Indiana. (8:40)
  • Sean says that in the last few years, they’ve started to hire young people that want to grow businesses. (14:07)
  • Sean mentions that they recently hired an outside sales producer. (31:01)
  • Sean explains that as you earn more clients, you will gain more knowledge. (34:18)
  • Sean believes that they gained a lot of credibility during COVID. (37:10)
  • Sean talks about the moment they learned to do things electronically. (39:10)
  • Sean believes that if employees are properly trained and there is a solid scalable work process in place, it lends itself to good prospects for both reps and clients. (43:28)
  • Sean discusses the advantages of having a tax accounting side. (48:59)
  • Sean mentions that a lot of people are so entrenched in their agency that they are unable to think outside the box. (52:58)

Tweetable Quotes:

  • “In the last couple years, we’ve started to hire more and more people, young people, that want to grow entities.” – Sean Kirby
  • “Everything kind of happened one step at a time. And then as you gain more clients, you gain more knowledge from it.” – Sean Kirby
  • “We’re trying to find new ways to grow our business and we have lots of different options, which is the best part.” – Sean Kirby

Resources Mentioned:

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