IA Forward

By: Shane Tatum and Tonya Lied
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  • Summary

  • 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.
    © 2024 IA Forward
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Episodes
  • Bucket Lists and Business Goals

    Bucket Lists and Business Goals
    Jul 30 2024

    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 Forward on LinkedIn, Facebook, and Instagram.
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    28 mins
  • Weathering the Aftermath: Preparedness as an Agency Owner

    Weathering the Aftermath: Preparedness as an Agency Owner
    Jul 23 2024

    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, Facebook, and Instagram.
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    25 mins
  • Halfway There: A Mid-Year Check In For Your Agency

    Halfway There: A Mid-Year Check In For Your Agency
    Jul 16 2024

    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, Facebook, and Instagram.
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    26 mins
Leadership Management Economics
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