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Ready for a masterclass from 5 high-performing agency owners and coaches? Bradley interviews Alex Shattuck of Autopilot Recruiting, David Peterson aka “Coach P,” Randy Thompson, Steve Wilmer, and Tim Lindon on starting 2023 off strong. Learn some of the things that these five guys view as critical for a strong start. Just a few of the things they discussed include…

> Equip your team.

> Acknowledge the previous year’s success.

> Don’t freak out when you start at 0.

> Use the last two weeks of December to lock and load your Q1 leads, existing client conversations, focusing on life insurance sales in your agency and shooting for $100k in the first three months.

> Have a strong plan for the start of the year (and get help!).

> Focus on strong execution.

> Set your calendar to hold you accountable.

> Focus on goals you can nail in a Q1 “fast start” to give your year a solid foundation

> Break your 2023 goal into its simplest, daily form.

> Identify what you as the owner can do before you delegate items to your team.

Whether you’re running an insurance agency or not, the advice shared in this episode will give you a solid foundation to kick off your year.

Thanks to our sponsors:

Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at

Ready to grow your book of business? That’s Direct Clicks Inc.’s specialty.  Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at

Coach P found great success as an insurance agent and agency owner.  He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at Be sure to mention the Club Capital Podcast when you get in touch.

Rock Solid Virtual Assistants is the leading virtual assistant agency in the USA.  Learn more about how an executive or creative assistant (or both) can support your business growth goals when you visit

Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast go to and use the code ClubCapital to get started.

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