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IA Forward

Shane Tatum and Tonya Lied

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The Independent Insurance Agency Playbook: The insurance business is all about playing an infinite game. Shane and Tonya discuss how to play the long-term game of being a successful agent and creating a culture of freedom for yourself.
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Kitsap Matters is a show focused on the unique people, places, and things of Kitsap County, Washington. The host, Kevin Campbell, spends time interviewing different people from around the area (including Poulsbo, Bremerton, Bainbridge Island, Kingston, Silverdale, Port Orchard, and more). While the host is the founder of Peaks Financial, a Poulsbo-based financial advisory firm, the show focuses on the things that matter most to Kitsap County residents; this includes family, occupation, recre ...
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Shane and Tonya discuss venting up, carrier relationships, the danger of falling into lazy selling" habits, and strategies to keep your agency’s growth and profitability on track. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.…
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In this episode of Kitsap Matters, Whitney Tatum, founder of Moxie Entrepreneurial Support Services shares her journey from growing up on the East Coast and living in various parts of the U.S. to eventually settling in the Pacific Northwest, where she fell in love with the community and lifestyle of Kitsap County. After experiencing the area's natu…
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What do a historic Vanderbilt football upset and independent insurance agencies have in common? More than you’d think! In this episode, Shane and Tonya discuss rethinking what it means to be a game changer in the insurance world. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on Li…
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In this episode, host Kevin Campbell interviews Michlle Doyle, co-founder of Bluefoot Architecture and Design. Michele shares her journey from growing up in Chicago to relocating to Washington, as well as her shift from a 20-year career in IT to becoming a successful interior designer. She discusses her passion for creating personalized, functional…
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Shane and Tonya discuss the social media trend labeling insurance as a "scam," and what insurance professionals can do to educate consumers and change the narrative without fueling unnecessary conflict. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Insta…
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In this episode of Kitsap Matters, Katie Davis, a realtor with Keller Williams Realty in Kitsap County and a founding member of the Kitsap Executive Association, shares her journey from growing up in Little Rock, Washington, to working on a guest ranch in Montana, to eventually finding her way into real estate. Katie explains her commitment to goin…
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Shane and Tonya dive into the realities of hurricane season, discussing how agency owners can lead with empathy during natural disasters, balance the challenges of insurance claims and industry pressures, and offer authentic support to those affected. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and f…
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In this interview with Frank Ellerbroek, a long-time resident of Washington and Kitsap County, shares his journey into the mortgage industry, where he has built a successful career over the last 26 years. As a mortgage broker with Vantage Mortgage Brokers and a founding member of the Kitsap Executive Association, Frank discusses how his entrepreneu…
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Beaux Pilgrim from IA Blueprint joins Shane and Tonya to share insights on leveraging technology, automation, and peer-to-peer learning through management system user groups. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.…
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Beth Wolfe shares her journey as a third-generation entrepreneur in Kitsap County. Growing up in a family of business owners, she learned valuable financial lessons from her parents, who built successful businesses in the area. Beth has transitioned from a career in sports medicine, where she worked with Olympic athletes, into life consulting, foun…
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Shane and Tonya discuss the introduction of a new CSR role in Integra’s retail agency, and how this three-layered structure can help agencies of all sizes grow more efficiently, improve client retention, and empower your team to focus on what they do best. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, …
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Shane and Tonya explore how independent insurance agencies can thrive by turning chaos into opportunity. Drawing inspiration from the famous Sun Tzu quote, they discuss strategies for navigating market challenges, managing chaos in both personal and professional life, and finding unexpected opportunities for growth. IA Forward to can help you take …
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Dave Lambert, a co-owner of Slippery Pig Brewery in Poulsbo, Washington, shares his journey from brewing beer at home to becoming a prominent figure in the local brewing scene. Known for his kilt-wearing persona, Dave reflects on the entrepreneurial path that led him and his wife to leave their corporate jobs and start the brewery, which now plays …
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Shane and Tonya talk carrier updates and market shifts. Tune in for an episode filled with insights, a bit of speculation, and a dash of gossip on the latest industry trends. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.…
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Shane and Tonya discuss strategies to help your customers understand the reasons behind rising auto premiums and how to effectively turn a difficult topic into an opportunity to build trust. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.…
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Shane and Tonya explore the different sales personas—hunters, farmers, and trappers, how understanding these roles can help you build a more effective team, and why the right mix of skills and personalities is crucial for your agency’s growth and success. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, a…
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Shane and Tonya discuss the right timing and strategies for growth and how to expand your team while preserving the personalized service your clients love. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.…
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Shane and Tonya explore the decisions involved in shaping your agency’s identity. From the importance of branding to creating a strong company culture, they offer insights into business growth and impact. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Ins…
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Shane and Tonya discuss the importance of staying true to your own vision in the independent agency world, as well as exploring the pitfalls of chasing others' dreams, the value of authenticity, and how to build a business that aligns with your personal goals and strengths. IA Forward to can help you take your agency from good to great. Learn more …
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Shane and Tonya discuss the contentious political climate, the impact of polarized opinions on small business owners, and should agency owners take a political stance on their personal and business social media pages. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Face…
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How can managing expectations enhance satisfaction in your personal and professional life? Shane and Tonya share insights on balancing bucket list experiences with business goals, setting realistic expectations, and nurturing relationships. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Fo…
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Kevin and Christine Campbell introduce Aaron Murphy, discussing Peaks Financial's sail formula, which focuses on family, occupation, recreation, and money. They delve into Aaron's background, discussing his career in architecture and his family life with a blended family of four teenagers. They touch on Aaron's upbringing, his work ethic instilled …
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In the aftermath of Hurricane Beryl in Texas, Shane and Tonya discuss how technology and proactive planning can help you support your clients and maintain business operations during and after significant weather events. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Fa…
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Shane and Tonya discuss the importance of mid-year check-ins to reassess goals, make necessary adjustments, find alternate uses for existing tools and resources, and adapt business strategies for long-term success. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Faceboo…
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In this podcast episode, Kevin Campbell and (special guest co-host Christine Campbell) interview Judge Shane Seaman, exploring his background and career journey. The hosts mention their planning philosophy, represented by the acronym FORM (Family, Occupation, Recreation, Money), which serves as an outline for the interview. The conversation delves …
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Shane and Tonya discuss the negative talk prevalent within the insurance industry, strategies for promoting positivity, and the importance of a positive mindset in transforming conversations and customer interactions. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Face…
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A unique takeover episode featuring D1 Softball player Olivia Bruno, Kylie Lowry, and Tonya, discussing fresh perspectives on leadership, success, and the evolving role of Gen Z in the insurance industry. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Ins…
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Shane and Tonya discuss the TV show Welcome to Wrexham, and draw parallels to the insurance industry: emphasizing the importance of maintaining a consistent approach, rather than focusing on industry changes or market cycles; understanding one's niche; and playing the infinite game. IA Forward to can help you take your agency from good to great. Le…
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Kevin Campbell and special guest co-host, Christine Campbell, introduce you to Charlie Thompson, the Director of Fish Line, a historic food bank in Kitsap County. The conversation covers Peaks Financial's SAIL FORMula, focusing on family, occupation, recreation, and money. The hosts express excitement about diving into Charlie's story and discussin…
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From global issues affecting the insurance market to interpersonal challenges within your agency, Shane and Tonya discuss practical strategies to navigate and resolve conflicts effectively, leading with empathy and strength, and ensuring a thriving business environment. IA Forward to can help you take your agency from good to great. Learn more at i…
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Shane and Tonya discuss the pressure to equate busyness with success, the effects on mental health and work-life balance, their personal experiences of being overbooked, and finding fulfillment beyond the hustle. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook,…
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Shane and Tonya discuss the challenges of moving from a sales-focused mindset to a ownership role, the importance of building infrastructure, and developing leadership skills. Their conversation highlights the need for achievement-mindset producers to evolve their ownership approach, focusing on long-term business sustainability while still achievi…
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Kevin Campbell, along with guest co-host Christine Campbell, welcomes Mike Sciacca from the Gypsy Jazz Band, Ranger and the Rearrangers, on their show. They discuss Peaks Financial's proprietary planning process called the SAIL FORMula, which focuses on what matters most and what can be controlled, with each letter representing core elements like f…
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Shane and Tonya discuss pinpointing the stress points in your agency, figuring out the specific problem, and finding the solution. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.Shane Tatum and Tonya Lied tarafından oluşturuldu
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Shane and Tonya discuss the importance of balancing your book - and what carriers are doing about it. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.Shane Tatum and Tonya Lied tarafından oluşturuldu
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Shane and Tonya discuss the DBW principle and what independent insurance agents are doing to find success in the hard market. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.Shane Tatum and Tonya Lied tarafından oluşturuldu
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Shane and Tonya discuss needing a win now, the comparison game, agency growth, and the business owner versus sales mindset. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.Shane Tatum and Tonya Lied tarafından oluşturuldu
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Shane and Tonya discuss how to get the best return on investment for spring marketing opportunities. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.Shane Tatum and Tonya Lied tarafından oluşturuldu
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Shane and Tonya discuss State Farm General's AmBest downgrade, the clickbait articles, using negativity about competition on social media, and staying focused on yourself. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.…
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Kevin Campbell (and guest co-host Christine Campbell) introduce Dan Weedin, a multifaceted individual with various roles including sports commentator, coach, podcast host, author, and insurance professional. Despite his busy schedule, Dan manages to balance his roles effectively. They discuss Peaks Financial's planning philosophy, focusing on famil…
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Shane and Tonya discuss building, strengthening, and repairing relationships with insurance carriers. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.Shane Tatum and Tonya Lied tarafından oluşturuldu
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Shane and Tonya discuss the differences between management and leadership, why you need both, and how to motivate your people (and yourself) to succeed. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.…
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Shane and Tonya discuss current trends in hiring compensation, what employees are looking for, and agency culture. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagra. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Insta…
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Shane and Tonya discuss diving deep into processes, making sure they are actually efficient, moving the profitability needle, and not doing things just because we've always done them that way. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. IA Forward to can help you take your agency from good to great. Lear…
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Shane and Tonya discuss the recent New York Times article about car companies selling data to insurance carriers, how that affects insurance rates, and how to have those conversations with clients. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. IA Forward to can help you take your agency from good to great.…
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Shane and Tonya discuss why it's risky to stay where you are, decision "sample sizes," making adjustments, and being forced to focus on other things to create new ideas. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com…
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Shane and Tonya discuss the idea of Walks vs Strikes as an independent agent, how to understand "your pitch," why you should focus on it, and not getting caught up in what others are doing. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. IA Forward to can help you take your agency from good to great. Learn m…
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