EP 123 - David Oltman, Balancing Customer Service and Efficiency

In today’s world of artificial intelligence and having just about every convenience at our fingertips, we often want it all right now. But is it possible? Sometimes we need to slow down and not put efficiency in the forefront, but instead allow good old fashioned custom service to lead the way.

WHAT YOU’LL LEARN:

• How David feels his middle-class upbringing affects why and how he does what he does
• What David thought it meant to be a financial planner when he initially entered the field
• Why David pivoted and now mostly focuses on property and casualty insurance
• What David feels has most changed and business and how we can use that to our advantage
• Why it’s so important to remember that we are all humans and that we need to offer each other some grace
• How David feels he is different as an insurance agent and one thing he does a lot of his clients haven’t experienced
• How a tough past has taught David how to be more resilient in all things he does

FAVORITE QUOTE:

“It takes being intentional, and thinking about what the customer wants, versus what’s always most efficient for us.”

• David Oltman

CONNECT WITH DAVID

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ClarityInsuranceTeam.com

CONNECT with Lori:

Lori Jewett Unscripted is a podcast that uncovers the transformative power of unearthing your inner superpowers. We’re here to explore the incredible benefits that come from digging deep within ourselves.

Uncover hidden strengths and untapped abilities that lie within each and every one of us. Whether you’re seeking personal growth or looking to make a lasting impact on the world, this podcast is your guide to unleashing your inner superhero.

Be sure to catch this and other profound episodes of Lori Jewett Unscripted in Apple Podcasts.