ATO Podcast
My Name is Brad Boldt, Owner of Ameriguard Insurance Agency. My mission on this podcast is to help insurance agencies become bigger, better, stronger business owners. Most of us are insurance agents that evolve into owning a business. Becoming a business owner is often an after thought. By developing as a well rounded business owner earlier, we can avoid some costly mistakes. I'll be interviewing insurance agents, insurance companies and insurance professionals from across the country to help us grow together. We'll be discussing marketing, growth, hiring, acquisitions, challenges, mistakes and wins. Enjoy!!
ATO Podcast
#83 A Human Touch with Erin & Mike Richardson
An absolute pleasure to meet up with Erin & Mike Richardson, owners of Richardson Insurance located in Hanover, Mass. They do it differently at Richardson Insurance. They are all in with building relationships. Not just with their clients and partners. They are all in with building relationships with their team and their community. Erin & Mike make insurance fun. Most of us know that is not easy to do. They are creative with how they take care of their team and how they work and communicate with the community. They are everywhere in their community. A core value of the Richardsons is giving back. These aren't just words on a wall, they have active charitable initiatives to give back to the community. And they give back in a big way. In 2023, they collected 608 Backpacks for School on Wheels to help those kids in need with basic school supplies. This is just one of many charities that they work with. This is a great episode where we cover a lot of topics including their sales process, how they create a team culture, how they work together as a couple. Enjoy!!
0:00 ⏱️ Leadership transition in an insurance agency.
4:32 ❤️👫 Working with spouse in an insurance agency, challenges and benefits.
10:07 👥🤝 Building a customer-centric agency with personalized touches.
16:08 🏢🎯 Team-building activities and values alignment in a marketing agency.
22:10 🏆📈 Agency goals, service level, creative marketing strategies, and charitable involvement.
28:21 🎒📚 Charity work, backpack drive, and fundraising for Tommy's Place and School on Wheels.
32:37 🎤✨ Conclusion and final thoughts.
https://www.insurewithrichardson.com/
