Episode 3 - Banking on It: Will I Turn a Profit Before My Money Runs Out?

In Episode 3 of From The Darkhorse's Mouth, titled "Banking On It," Dan and Carly Garzella are joined by Chuck Kelly, owner of Lumenasa Insurance, to break down the numbers and strategies that drive success in the independent insurance world. Chuck shares his expertise on understanding key business metrics, making data-driven decisions, and balancing revenue forecasts with expenses to build a thriving agency.

The conversation dives into The Power of 10—a formula for tracking success rates and determining how often agents need to take action to achieve their goals. Dan and Chuck also shed light on the common mistake of prioritizing an impressive office space over revenue-generating activities, explaining why a lean and functional approach is the smarter choice when starting out.

Beyond ...