Top Hack for Getting the Best Channel Partners
September 2, 2022
To be a successful producer, you must develop systems that work for you when you’re not at work. One of the best ways to do
Facebook
Twitter
LinkedIn
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Kurt Thoennessen, personal risk advisor at Ericson Insurance Advisors & the founder and CEO of RiskRevu. Kurt talks about how digital forms allow insurance agencies to focus on serving their customers instead of spending time gathering information.
Episode Highlights:
- Kurt shares his professional background and how he got into insurance.(2:35)
- Kurt shares about family and multifamily offices, what they are and how they work. (7:49)
- Kurt explains that they are looking to work with people that value them as advisors, people that are looking to them for advice about insurance. (12:47)
- Kurt discusses how he deals with gathering the necessary information from high-net worth clients. (18:56)
- Kurt shares that at Ericson they built a particular webpage called the “client diagnostics center” with specific client questionnaires. (26:14)
- Kurt explains what led him to start RiskRevu which provides prebuilt digital forms for insurance agencies to gather information from their clients. (29:01)
- Kurt shares his experiences being invited to conferences and his insights about the difference between then and now. (32:00)
- Kurt discusses the possible expansions that he sees, not only for RiskRevu but for the industry as well. (36:04)
- Kurt explains that he is most passionate about and focused on sharing with agents that there is a better way to gather information. (40:27)
Tweetable Quotes:
- “We’re looking to build those relationships, offer quality advice, and do the research so that we’re giving accurate answers. But we’ll work with anybody who wants to work with an advisor.” – Kurt Thoennessen
- “Data gathering happens when a client’s buying a new home, it happens when they’re changing their mortgage, it happens when they’re, you know, changing the usage of a car or a boat, or whatever the case is.” – Kurt Thoennessen
- “Right now, what I’m really passionate about and really focused on is just sharing with other agents that this is a better way to gather information. You can do it with your clients; they will be OK with it. In fact, many of them will like it.” – Kurt Thoennessen
Resources Mentioned:
Kyle Houck
Feature your Firm not your Product
August 31, 2022
On this morning’s episode of the carpool closer, I talked about why we need to feature our firm instead of our products. We’ll drill down
Education Leads to Domination
August 24, 2022
The number of times I’m in an internet forum and hear agents complaining about their clients and prospects blows my mind. Last time I checked,
3 Tips to Help Achieve the Producer Lifestyle
August 2, 2022
So many people want to have the producer lifestyle, but they don’t understand you have to do the producer’s job to get there. What does
3 Tips to Overcome Objections and Drive Wedges
July 22, 2022
What is up, CBK Nation? It’s been a while because I’ve been traveling. I’ve seen many of you personally this summer, but the travel games
3 Tips When Trying to Set Appointments
March 3, 2022
Are you a producer who’s struggling to get appointments? Well, it might be your fault. I’m going to give you three things today that you