The Broker’s Value: How Reputation, Relationships, and Referrals Build a Career | Tom Stein at ATA

Описание: 📍 Straight from Kansas City — In this episode, Tom Stein Jr. challenges brokers to think bigger than benefits and commissions. This is about reputation, referrals, and the real power of personal connection in a world trying to automate everything.

From the country club effect to handwritten thank-you notes, Tom outlines the mindset and strategies brokers can use to build a brand that lasts — not through slick marketing, but through earned trust.

🧠 In this episode:

Why being known in your community still beats being liked on LinkedIn

How referrals work best when reputation is protected like equity

What it means to be someone’s “guide” — not just their vendor

Why AI and automation are coming for the weak, but Main Street will follow the human

Tactical tips to deepen client relationships:

Add your photo to your email

Use a CRM to stay connected

Send handwritten notes

Leave behind something memorable

And yes… take a great broker out for a cigar

💥 If you’re in this business for the long game — not the shallow sale — this video is for you. The market rewards real people who serve others with excellence.

📘 Want to lead with purpose and performance?
Get The Noble Agent’s Guide to Level Funding by Tom Stein
👉 https://www.amazon.com/dp/B0DL4CTK56?...
It’s helping brokers nationwide reclaim their value and protect Main Street one group at a time.

💼 Want to partner with a team that respects your role as the guide?
ATA supports independent brokers with:

Surplus-first level-funded plans

Real quoting support and long-term strategy

Broker-first tools, training, and trust
📩 Reach out to [email protected] — let’s grow the right way, together.

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⚠️ Disclaimer: This video is for educational purposes only and does not constitute legal, tax, or insurance advice. Viewers should consult directly with a licensed insurance professional or benefits advisor for up-to-date and personalized guidance. American Trust Administrators (ATA) operates as an MGU/TPA administering level-funded and self-funded health plans on behalf of licensed carriers. All information in this content is for educational purposes only. Nothing here constitutes legal, financial, medical, actuarial, underwriting, or insurance advice.

Plan designs, underwriting decisions, rates, surplus availability, and renewal outcomes vary by carrier, stop-loss policy, network, state regulations, and the unique factors of each employer group. Surplus return is not guaranteed and applies only to qualifying plans as defined in each group’s governing agreements.

All coverage determinations, claims adjudication, and benefits administration are subject to the terms of the applicable plan document, stop-loss contract, carrier guidelines, and state and federal regulatory requirements. Examples, case studies, and illustrations may not reflect actual client results.

Brokers must be properly licensed in applicable states and remain responsible for compliance with all federal and state marketing, solicitation, disclosure, and consumer protection regulations. Always review the plan document, SBC, carrier instructions, and compliance guidance before presenting options to employers.

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