Agency Perpetuation Pt. 2 - Landon Bentham

Описание: In this episode of the Insurance Perspectives podcast, Kenny Hendricks speaks with Landon Bentham, President and CEO of Callahan and Rice Insurance Group, about the intricacies of agency perpetuation. They discuss Landon's journey within the agency, the importance of leadership during transitions, and the key lessons learned throughout the perpetuation process. Landon shares insights on avoiding common pitfalls, the significance of effective communication, and the current status of the agency as it continues to grow and evolve.

Episode table of contents
00:00 - Introduction.
01:21 - Landon talks about how the topic of perpetuation came to be at his agency.
03:59 - When did a formal perpetuation plan begin to be developed?
06:15 - What is the size of your agency?
09:06 - Is the previous owner still involved in the agency?
10:09 - What are the key lessons you learned in going through the perpetuation process?
13:48 - How did you navigate relationships with your coworkers during this process?
16:41 - What lessons have influenced your own perpetuation planning for your role and for the agency?
20:06 - What pitfalls should people look out for when perpetuation planning?
23:34 - How do you recommend improving the communication process during perpetuation planning?
27:38 - How did the perpetuation process impact your relationship with other team members in the agency?
30:15 - How is the business doing today?
32:02 - Conclusion.

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Learn more about Callahan & Rice Insurance Group Inc ⤵️
https://www.callahanrice.com/
  / callahanrice  
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To get in touch with Landon, reach out on LinkedIn ⤵️
  / landonbentham  

If you’re looking to reach out to HawkSoft, please email [email protected].

For more information on HawkSoft, visit:
https://www.hawksoft.com/
  / hawksoft  
  / hawksoft  
https://x.com/HawkSoft

Intro/Outro music by Denys Kyshchuk from Pixabay