Turning Connections into Clients

IA Forward

IA Forward
Turning Connections into Clients
Feb 10, 2026 Season 1 Episode 303
Shane Tatum and Tonya Lied

If you’re tired of chasing quotes and ready to build a book of business through connection, this episode will change how you think about growth. We discuss how to “get your competition fired” without being negative, and how association selling creates warmer, faster-moving opportunities. This isn’t a theory. It’s practical, human, and immediately usable to create agency growth.

Learn more at IntegraPartnerNetwork.com.

Episode Artwork Turning Connections into Clients 43:27 Episode Artwork What Independent Agents Should Expect From a Network 54:16 Episode Artwork Can Agency Owners Really Take a Vacation? 49:55 Episode Artwork Not Viral, Just Consistent: What We've Learned About Agency Ownership in 300 Episodes 54:30 Episode Artwork Say No Without Going Broke 1:06:23 Episode Artwork Say No to the Noise (And Yes to the 20%) 39:48 Episode Artwork Resolutions or Results: The New Year Reality Check 47:22 Episode Artwork Welcome To The Week When Nobody Gets Anything Done 42:40 Episode Artwork Where AI Helps and Where Customers Say No 54:07 Episode Artwork Creating the Profit Portfolio: How Many Carriers Are Enough? 48:17 Episode Artwork Cloning Yourself: Building An Agency That Runs Without You 21:30 Episode Artwork Don’t Waste the Last Six Weeks: Making the Most of Thanksgiving to New Year 57:06 Episode Artwork Beyond 10X Hype: A Real-World Take on Growth and Chaos 42:43 Episode Artwork Turning Sales into Sustainability: The Accounting Mindset for Agency Owners 41:54 Episode Artwork The Shutdown Showdown: When Politics Hit Your Agency 28:08 Episode Artwork Building Trust Without the Label 32:09 Episode Artwork Ask Shane: Tough Questions, Honest Answers 30:29 Episode Artwork Playing Defense: Keeping Clients When Rates Keep Rising 29:26 Episode Artwork Hard Market Hangover: Battling Burnout 35:30 Episode Artwork What Does $20 Billion Mean For You: The Personal Lines Shift to Independent Agencies 27:50 Episode Artwork From Just Do It to Why Do It: What Nike’s Change Means for Independent Agency Owners 31:39 Episode Artwork Paper, Texts, or FaceTime: Bridging Communication Gaps 35:38 Episode Artwork Chasing New Business and Cultivating Clients 26:44 Episode Artwork What Got You Here Won’t Get You There 32:28 Episode Artwork Pitching Gen Z Perspectives with Campbell Bagshaw 33:59