In episode 38 of Retail Checks and Balances, Kevin Spencer interviews Lorena Tomasini, owner of MALM Life and Health Insurance Agency, as she discusses the distinction between health insurance and health supplements, clarifying common misconceptions.

Tune in to gain insights into the life and health insurance field

TIMESTAMPS

[00:04:01] Financial protection through insurance.

[00:07:36] Common misconceptions about insurance.

[00:08:17] Protecting your finances with insurance.

[00:12:48] Life insurance age demographics.

[00:18:03] Hobbies and interests of guests.

[00:21:43] ICRA and health insurance trends.

[00:24:46] Life insurance policy trends.

[00:29:00] Importance of personalized insurance plans.

QUOTES

• "Always doing what's right for the client and not based on what you're going to get paid or anything like that. It's always offering a solution to the client that meets their needs." - Lorena Tomasini
• "It's about protecting your finances if something were to happen unexpectedly, that you don't have to owe the $50,000 bill at the hospital." - Lorena Tomasini
• "I think everybody needs to have that life and health insurance covered, especially in this modern day where anything can happen spontaneously." - Kevin Spencer

SOCIAL MEDIA LINKS

Kevin Spencer

Instagram: https://www.instagram.com/kspencer007/

LinkedIn: https://www.linkedin.com/in/kevinspencer007/

Lorena Tomasini

Instagram: https://www.instagram.com/lore0125/

Facebook: https://www.facebook.com/malmins22

LinkedIn: https://www.linkedin.com/in/lorenatomasini/

WEBSITES

Rod Plus Solutions: https://rodplussolutions.com/

MALM Life and Health Insurance Agency: https://www.malmins.com/

In episode 37 of Retail Checks and Balances, Kevin Spencer celebrates his birthday and discusses the significance of customer loyalty, particularly on special occasions.

Tune in to discover how businesses can leverage these moments to strengthen customer loyalty and drive success in the retail and hospitality industries.

TIMESTAMPS

00:00:00 - Introduction to Retail Checks and Balances

00:00:31 - Kevin’s Birthday and Customer Loyalty

00:01:04 - Personal Birthday Experience at a Restaurant

00:03:34 - Applying Birthday Loyalty to Retail

00:05:25 - The Power of Surprise in Customer Loyalty

00:06:29 - Extending Loyalty Beyond Birthdays

00:07:16 - Recap and Final Thoughts on Loyalty

00:08:22 - Closing Remarks

QUOTES

• “This is how we foster loyalty and build emotional connections to our customers. And the key driver of customer loyalty specifically for birthdays is delivering something that serves to be consistent and build a great foundation with your customer.”
• "Tailoring the experiences and offers to the individuals can create a deeper loyalty than you can ever imagine."

SOCIAL MEDIA LINKS

Kevin Spencer

Instagram: https://www.instagram.com/kspencer007/

LinkedIn: https://www.linkedin.com/in/kevinspencer007/

WEBSITE

Rod Plus Solutions: https://rodplussolutions.com/

In episode 36 of Retail Checks and Balances, Kevin Spencer interviews Nolan Bradbury, founder of Bradfield Accounting and Advisory, as he shares the misconceptions surrounding the accounting profession, the importance of mindset in business, and how Nolan helps business owners achieve their personal and professional goals.

Tune in as we explore Nolan's insights into the accounting field and his passion for supporting entrepreneurs in their business journeys.

TIMESTAMPS

[00:02:20] Psychology with numbers.

[00:06:07] Family office light concept.

[00:10:03] Conscious decision-making in business.

[00:11:03] Workforce retirement and supply issues.

[00:15:03] Legacy and its impact.

[00:19:00] Success and client improvement.

[00:23:41] Financial improvement and consultations.

[12:34:56] The impact of social media.

QUOTES

• "I want someone to help me kind of buy back my time without sacrificing the things that are going to create a legacy for my family." - Nolan Bradbury
• "It's no longer my job to make you do the right thing. It's my job to make sure that you have all the information to make the best choice for yourself." - Nolan Bradbury
• "Whether you're a business owner or not a business owner, whatever your financial situation is, it can be improved and it can be changed." - Nolan Bradbury

SOCIAL MEDIA LINKS

Kevin Spencer

Instagram: https://www.instagram.com/kspencer007/

LinkedIn: https://www.linkedin.com/in/kevinspencer007/

Nolan Bradbury

LinkedIn: https://www.linkedin.com/in/nolan-bradbury/

WEBSITE

Rod Plus Solutions: https://rodplussolutions.com/

Bradfield Accounting & Advisory: https://bradfieldco.com/