The Lion's Edge
In this conversation, Joe Blackburn, Jason Croft, and Rich Bales of Avanti Group unpack what it looks like to walk away from medical device sales, move to a new city, and build an insurance practice that operates nothing like what the industry is used to seeing. Rich entered insurance during what agents were calling the hardest market in decades... and used it as a launching pad. While veteran agents panicked, he asked a simpler question: why are all these people so angry at their current agents? That question became the foundation of everything he built. You'll learn how Rich used screen-recorded video walkthroughs to eliminate the "I didn't know what I was covered for" call and drive client retention to 99% in an industry that averages the mid-80s... why 400 coffee meetings in his first year created compounding returns he's still cashing in on... how he made the shift from home-and-auto to high-net-worth and commercial clients... and why the most valuable thing he delivers has nothing to do with insurance at all. Joe breaks down the mechanics of moving upmarket without fear and why at every level of business, the product is the person. Rich shares how he organized an exclusive in-person event for 50 top-1%-mindset people, no agenda, and no sales pitch, which filled in under 48 hours and left a wait list of people he had to turn away. And he makes the case that in a world racing toward automation, every system and piece of AI exists for one purpose: to free you up for the work that a computer will never be able to do. Find all the show notes and links here: https://www.thelionsedge.show/27
27 episodes
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