ATO Podcast

#65 Earning The Agency with Taylor Garcia

Brad Boldt Season 2 Episode 65

Taylor Garcia was living the life of a musician before he was persuaded to join the family insurance business.  Just a few years later he was being groomed to take over Jackson & Jackson Insurance Agents & Brokers.   This a great story of earning the trust and respect of the existing employees.  When you are younger, this is no small feat.  Taylor did this by being the hardest worker in the room.  The insurance ownership profession is a journey for most of us.  Entering into the family business is very common in this business and very challenging.  Join us for this conversation to hear what it's been like for someone that is right in the middle of this transition.  Thanks for listening!  Enjoy!! 

https://jjinsurance.com/

https://www.linkedin.com/in/taylorjgarcia/


  • 0:00 🎵 Introduction: Taylor's Transition 🎤
  • 3:35 🏢 Embracing Leadership & Innovation in Insurance 🚀
  • 9:51 👥 Evolving Roles and Leadership Dynamics 🔄
  • 15:07 🌐 Modernizing Insurance: Tech Trends 💻
  • 19:52 🤝 Overcoming Resistance: New Management System 🛠️
  • 24:44 📄 Going Green: Reducing Paper Waste ♻️
  • 27:37 💰 Cutting Costs & Boosting Efficiency 💼
  • 33:50 🌱 Cultivating Leadership & Effective Meetings 📊
  • 36:24 🚀 Team Building & Communication in Sales 📞
  • 41:12 👨‍👩‍👧 Navigating Family Dynamics in Business 🏢
  • 46:10 🎯 Targeting Niche Markets: Content Creation 📢
  • 51:56 🚗 Garage Insurance Marketing Strategies 📈
  • 55:36 🌱 Growth & Process Improvement in Insurance 🔄📈

People on this episode