Grant shares how he started Stewardship with the mortgage division, followed closely by the insurance division. He then added the financial services and real estate divisions later when the timing was best. Grant also talks about his course and books that he has authored.

Episode Highlights:

• Grant discusses his experience with golf, initially dismissing it but later realizing its value for community and personal growth. (8:01)

• Grant shares that he started his career in the mortgage industry before branching out into other lines of business, but his passion for business and finance started early on.  (17:24)

• Grant discusses his transition from the mortgage and insurance industry to the real estate industry to address issues with real estate agent compensation and drive industry reforms. (24:09)

• Grant mentions that he developed an internal system to increase efficiency and lower costs for consumers using their financial products and services, which eventually led to the creation and sale of the software to another company. (28:41)

• Grant shares his journey from struggling with reading to becoming the author of his upcoming book. (36:05)

• Grant discusses the importance of looking at challenges as opportunities and asking "What does this make possible?" to find potential solutions and opportunities for growth. (38:07)

• Grant emphasizes the importance for insurance agencies to identify their ideal client and market specifically to them, including clients with frequent claims and those sensitive to rate increases, to create an exclusive and sought-after agency. (46:00)

  
  

Key Quotes:

• “Change the mindset, change the goal, the goal is in balance, you're not going to be able to stay balanced forever. The goal is harmony. And the way to do that is to bring all areas of your life closer together and unified more. And that prevents you from having to run back and forth between them.” - Grant Botma

• “You have to find needs and fill them first. And it's okay to have multiple niches. For me and my company, our niche is we love people well through finances. Our niche is to put other people first. And if we're going to do that, we have to put ourselves in their shoes in every market and find a way to serve them no matter the market.” - Grant Botma

• “There's a gigantic, not only opportunity, but huge need for every single insurance agency to get crystal clear about who their ideal client is, and start marketing to that ideal client. And that includes the types of clients that have lots of claims and the types of clients that freak out about increases or not.” - Grant Botma

  
  

Resources Mentioned:

• Grant Botma LinkedIn

• Stewardship

• Reach out to Dave Jackson

• Independent Agency Owners Alliance | IAOA