Episode #74: Christmas Lessons for Insurance Agencies: Preparation, Kindness and Culture

In this special holiday edition of the Build Your Legacy Insurance Edition podcast, we step back from the day-to-day grind and talk about what the Christmas season can teach insurance agencies about leadership, preparation, and culture.

From lighthearted debates about Christmas movies to meaningful conversations about running an insurance agency, this episode focuses on two timeless lessons: preparation matters and kindness goes a long way.

For many insurance agencies, the holiday season brings a slower pace. Instead of waiting until January, this is the perfect time to prepare for the year ahead, reduce stress, and create clarity for your team. We also discuss why being intentional about kindness, appreciation, and culture isn’t just a seasonal idea—it’s a leadership strategy that carries value all year long.

Whether you lead a personal lines agency, commercial book, or benefits team, this episode offers perspective on how planning ahead and treating your work family like family can strengthen your agency and set the tone for long-term growth.

In this episode, we discuss:

• Why preparation reduces stress in both business and life
• How the holiday season creates space to plan ahead
• The importance of kindness in leadership and agency culture
• Treating your team like family and building long-term loyalty
• Why employees want a career path, not just a job
• Using year-end reflection to prepare for a strong new year

Listen now and enjoy this festive, thoughtful conversation designed to help insurance leaders finish the year strong and start the next one with clarity and purpose.