Brandon shares how he entered the insurance agency with his family agency, his Dave Ramsey marketing strategy, local podcast in Missoula, online course for producers, and his speaking engagements.

Episode Highlights:

• Brandon discusses his basketball career, including playing at Southwestern University in Texas and suffering a knee injury that ended his playing days. (1:49)

• Brandon shares that he started in insurance in 2004 and became a managing partner in his family business in 2013, expanding into new lines of business and finding success through differentiation and team growth. (13:14)

• Brandon mentions that Glidewell experienced a positive shift in lead generation and success after implementing Dave Ramsey's program, but has since shifted focus to internal lead generation and branding for sustained success. (21:36)

• Brandon shares about his experience in the insurance industry, from public speaking to course creation, over 20 years. (24:35)

• Brandon mentions that the top three tech tools Glidewell uses are a CRM for data and automation, text messaging for quick and efficient communication, and The Missoula Podcast, for relationship building and lead generation. (29:15)

• Brandon discusses Glidewell’s recent executive team retreat and their focus on differentiating themselves in the current economic climate by providing value and resources to businesses. (34:58)

• Brandon explains that Glidewell’s current focus is on growth, with goals of 20% growth and 20% profitability, while maintaining the company culture. (39:12)

• Brandon believes that carrier relationships are shifting from partnerships to investments or vendors due to mistrust and lack of communication. (44:35)

  
  

Key Quotes:

• “We’re a full-service financial firm, we're helping with financial coaching, counseling, helping people with their budgets and debt elimination plan. And our mission really isn't about selling more insurance, it's really helping our clients be on track to retire with dignity.” - Brandon Smith

• “One of the things I learned to really love and enjoy in the industry is the public speaking and sharing ideas with others in the industry. ” - Brandon Smith

• “Our goals are 20% growth and 20% profitability while trying to maintain the culture and company atmosphere that we have. But the big focus through this market for us is on growth, and just finding those opportunities, and then using our value proposition or barriers to entry to help propel that growth.” - Brandon Smith

  
  

Resources Mentioned:

• Brandon Smith LinkedIn

• Glidewell

• The Missoula Podcast

• Reach out to Dave Jackson

• Independent Agency Owners Alliance | IAOA