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Welcome to Getting Past the Premium, hosted by Elliot Bassett and Ryan Brott! What's different about our podcast? We focus on breaking down problems that advisors face in the risk management industry and talk about solutions that bring value to clients. The industry is changing and clients are expecting more than just shopping their insurance for a cheaper price. Let's get past the premium and talk about truly meaningful solutions!
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Getting Past the Premium
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Ryan Deeds - Utilizing Data to Ennabl Your Business
39:59
39:59
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39:59
Ryan Deeds, Product Owner at Ennabl, joined the show today to discuss utilizing data to make decisions and "ennabl" your business. The goal of Ennabl is to free up time for insurance brokers to focus on sourcing, advising and managing clients by enhancing prospect & client data and presenting it for action. How can you use data in your business to …
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Bryan Carlson & Erin Dutter - Discovering Your Clients' Pain Points & Providing Strong Solutions
37:22
37:22
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37:22
Bryan Carlson, CEO at ARYSE, and Erin Dutter, Director of Government Partnerships at ARYSE, joined the podcast today to discuss their journey of client discovery. One of their goals as a company, in partnership with Disruptive Athletic Technologies, is to build a team of individuals that are truly passionate about growing alongside their clients. T…
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Ric Stoakes - Evolving Your Business Based on the Needs of Your Clients
40:07
40:07
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40:07
Ric Stoakes, Executive Vice President and Partner at UNICO, joined the show today to discuss finding solutions for his clients based on their needs. His thoughts on building quality relationships stem from his time growing with UNICO. Solving problems has always been at the base of that growth. So how can we solve problems for our clients and grow …
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Ryne Bessmer - Being Innovative in the Healthcare Space
43:58
43:58
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43:58
Ryne Bessmer, Growth Coordinator at Strada Healthcare, joined the show today to discuss being innovative within the healthcare space. Today, most doctor appointments last less than 10 minutes. Providers must complete extensive, timely paperwork for each visit. It’s all very complicated and limiting. Ryne is focused on growing Strada through his adv…
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Drew Yancey - How To Be Proactive & Truly Connect With Your Clients
41:52
41:52
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41:52
Drew Yancey, President of InCite Performance Group, joined the show today to discuss his experience connecting with clients. Drew has found success helping leaders work on their businesses so they thrive in it. He leverages extensive strategy consulting and executive leadership experience across multiple industries to guide clients to solve challen…
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Bradley Flowers - The Portal to Success in Your Role Starts with Attitude & Leadership
48:37
48:37
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48:37
It's a simple concept, right? A positive attitude goes a long way. Bradley Flowers, Founder of Portal Insurance and Co-Host of The Insurance Guys Podcast, joined us today to talk about his role as a leader and how he has found success using the aforementioned concept. He has expanded his talents over the years, developing not only as a leader in th…
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Scott Carrico - Growing Your Company by Understanding the Needs of Your Client
44:18
44:18
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44:18
Scott Carrico, Chief Marketing Officer & Shareholder at Lutz, joined the show today to discuss how he has used his 20+ years of audit, tax and consulting experience to help propel Lutz into the company it is today. His knowledge of the financial industry has helped him grow into the risk advisor he is today, helping clients grow personally and prof…
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Brandi Goldapp - Creating Unforgettable Client Experiences
34:22
34:22
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34:22
Brandi Goldapp, Owner of A View Venues, joined the show today to talk about something very unique in any industry - creating unforgettable client experiences. As Owner of A View Venues, one of the unique facets of her role is being able to discuss with clients what they're envisioning and how they can achieve it. This episode will dive into creatin…
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Ashley Englund - How To Become A Trusted Advisor In Your Industry
32:00
32:00
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32:00
Ashley Englund, Tax Director at Lutz, joined the show today to discuss her role as a CPA and how that translates to becoming a trusted advisor to her clients. Ashley provided some interesting takes on relationship building and utilizing client feedback to ask the right questions. What can make you stand out as an advisor in your industry? Find out …
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GPP After Hours - Retaining Clients With A Personal Touch
9:28
9:28
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9:28
Welcome to GPP After Hours, where Elliot and Ryan meet at the bar to revisit episodes of Getting Past the Premium and provide their top takeaways that can help your business thrive. Tonight, they looked back at S2E2 featuring Lisa Brodersen (Click Here for Lisa's Episode) where she discussed retaining clients by using personalized touches. Her meth…
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Jen Chaney - Business Development & Risk Management in Franchising
39:01
39:01
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39:01
Jen Chaney, Vice President of Franchise Development at Right at Home, LLC, stopped by today for a fun, unique episode surrounding business development and risk management in franchising. At Right at Home, Jen's passion for navigating what comes next for seniors and adults with disabilities shines through her work. Her experience in business develop…
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Deda Myhre - Providing Quality Education & Building Relationships with Your Clients
39:00
39:00
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39:00
Deda Myhre, Managing Broker & Realtor at Nebraska Realty, joined the show today to give some valuable insight on providing high-quality education as a manager and advisor. She has utilized education throughout her career to build trust and help provide amazing homes to her clients. Her philosophies regarding real estate and advisory services have d…
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Chris Senkbile - Project Ferro/Providing Solutions & Value to Insurance Clients
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40:40
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40:40
Chris Senkbile, VP at UNICO and Founder at Ferro, joined the podcast to discuss his adventure into insurtech and what that means for insurance solutions. His experience as VP of UNICO led him to his passion for helping people every day, thus leading him to Project Ferro! Find out what Project Ferro is and how Chris is personally doing his part to b…
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Lisa Brodersen - The Importance of Referrals & A Unique Client Experience
32:49
32:49
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32:49
Lisa Brodersen, aka Lisa the Loan Lady with Guild Mortgage, stopped by the podcast to give her insight on providing a unique client experience in order to receive referrals. Her personalized touch allows her to leave a lasting impact on clients and provide them with the highest quality advisory service. Enjoy today's episode! More About Lisa: Lisa …
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Brian Reilly - Leadership & Advisory Experience in Commercial Real Estate
47:47
47:47
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47:47
Brian Reilly, President of DP Management, brought an interesting perspective on being a leader within his company while also advising clients to make the best decisions for their business. His time as President of DP Management has given him experience working with different types of people, thriving businesses, and new clients. Brian has worked al…
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Danie Senske - Fresh Perspective from a CPA
40:05
40:05
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40:05
Danie Senske, a CPA from Bland & Associates, P.C., stopped by to discuss her fresh perspective on being an advisor in an industry that is historically based on processes and procedures. She officially joined Bland as an Associate in January 2012, a position she held until promoted to a Senior Accountant in 2014. In just one year, she was promoted t…
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Ryan Hanley - Going Rogue & Redefining Risk Management
51:37
51:37
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51:37
Ryan Hanley, Founder & President of Rogue Risk, joined the podcast to discuss redefining risk management and delivering value to clients with every interaction. Ryan has used his public speaking experience to grow his personal brand and business. He has been featured in Business Insider, The Business Journal, Content Marketing Institute, Social Med…
How can you grow your business like Amazon? Steve Anderson is back on today's episode to discuss his best-selling book -- "The Bezos Letters: 14 Principles to Grow Your Business Like Amazon." How can you and your business grow and become more successful than you ever imagined? Find out as Elliot and Ryan have an in-depth discussion with Steve regar…
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Steve Anderson - Focusing On Technology With Catalyit
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28:08
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Steve Anderson is the International Best-Selling Author of "The Bezos Letters" and the Co-Founder & CEO at Catalyit. Today, the discussion centered around the power technology has to change an industry. Implementing this technology can be a daunting task, but there are resources out there to help you and your business achieve your goals! The number…
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Will Kloefkorn - It All Starts With A Question
39:59
39:59
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39:59
Will Kloefkorn, VP of Sales at EcSell Institute, joined the show to discuss building a timeless sales process and asking the right questions. Will's leadership experience has helped him excel in his sales role and build meaningful, lasting relationships throughout the process. It all starts with a question. Whatever your role may be, in the end suc…
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Building A Business vs. Building A Book of Business
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34:26
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This week, Elliot and Ryan have a shop talk about something they're both very passionate about -- building a business! The focus is on building a business that will stand the test of time instead of just building a book of business that may benefit you short-term. How can we center our efforts around overall growth and prosperity when we have so ma…
We would like to welcome Kevin Kraft to today's episode of Getting Past the Premium! Kevin's experience in the insurance industry has taught him a lot about working with others to achieve your goals. His Marketing Director role at IIAN (Independent Insurance Agents of Nebraska) allows him to use his people skills and enthusiasm to drive success. To…
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Brett Lindstrom - Advisory Experience & Running for Governor of Nebraska
43:10
43:10
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43:10
We are excited to welcome Brett Lindstrom, Candidate for Governor of Nebraska and part of a wealth management team at The Lindstrom Group, to Getting Past the Premium! Today's conversation centered around Brett's time as part of a wealth management team and how that has helped in his campaign to become the next Governor of Nebraska. About Gubernato…
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Andy Grant - Building Authentic & Meaningful Relationships
38:12
38:12
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38:12
Welcome Andy Grant, Strategic Growth Advisor with Leadership Resources & ATHLETeX Region Lead, to Getting Past the Premium! Andy's time as a Strategic Growth Advisor has allowed him to build many meaningful relationships over the years. He has also worked with countless athletes and coaches to grow their team cultures. In fact, one of his keys to s…
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Brandon Hamm - Setting The "Bar" As An Advisor
44:51
44:51
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44:51
Welcome Brandon Hamm of Koley Jessen P.C. to Getting Past the Premium! As an estate and exit planning attorney, Brandon serves as a trusted advisor to individuals, business owners and executives to help them plan for the inevitable -- death and taxes. How can the bar be set as an advisor across all industries? Find out in today's episode. About Kol…
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Logan Barry - Telling Your Client's Story
33:22
33:22
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33:22
Welcome Logan Barry, Partner & Sr. Strategist at GDP Advisors, LLC, to Getting Past the Premium! In order to tell our client's story to the best of our ability, we have to learn and adapt to constant changes within the industry. Logan brought great insight into data analytics and utilizing that data to tell a story. GDP Advisors has focused on gett…
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Charles Olson - Defining Your Company Culture
37:43
37:43
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37:43
Charles Olson is the President of OCI, based out of Omaha, NE. With nearly two decades of experience changing the industry, Charles brings a plethora of knowledge to the table. His passion for change has led him on a journey to create a culture of success and teamwork, adapting to an evolving industry. About OCI: People often ask what OCI stands fo…
After discussing LAUNCH in Episode 15, Elliot and Ryan wanted to dive deeper into building and designing processes. With the evolution of technology and all the new tools available, how do we evaluate which tools are right for us and where they fit within the process? What tools are right for you and your organization? These are the conversations w…
The countdown is on! Elliot and Ryan dive into a brand new software, currently in beta testing, called Launch! (https://getlaunch.io/) In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented. Agencies find it difficult to …
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Dave Tims - Perspective of a Business Owner
38:28
38:28
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Dave Tims is the President and GM of Premier-Midwest Beverage Company. After 14 years in the business and nearly 5 as President, Dave has experienced all the ups and downs of being a business owner. His perspective of risk management is unique because of all the aspects of his business. About Premier-Midwest Beverage: "The goal of Premier Midwest B…
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Larry Linne - Instituting Change & Expanding Risk Thinking
38:45
38:45
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38:45
Larry Linne is a leader in the Risk Management industry, and has been changing the way people think about risk management for years. As a former NFL player for the New England Patriots, Larry learned that determination and hard work are the keys to success, and that transferred to the business world seamlessly. He is currently the CEO of InCite Per…
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Steve Atkinson - Stepping Into A Strategic Advisor Role
34:30
34:30
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34:30
Steve Atkinson of Buckingham Strategic Partners is back for another episode to discuss taking that big step to become a true strategic advisor for your clients. In the financial services industry, sometimes it can become transactional and the mentality can remain stagnant with old processes. It's our job as progressive advisors to take that big ste…
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Steve Atkinson - Building Strategic Partnerships
31:46
31:46
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In today's episode, Ryan and Elliot talk with Steve Atkinson of Buckingham Strategic Partners about building partnerships and understanding your clients. The conversation centered around becoming a progressive advisor in the financial services industry and using the knowledge built over years of service to enhance your client's experience. Drink of…
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Eryka Morehead - Individual Planning & Understanding Needs
27:33
27:33
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Our TENTH episode! We are excited to welcome back Eryka Morehead from Collaborative Planning Group to discuss the individual side of risk management and planning. She dives into the topic of understanding a client on a personal level and really getting to know their needs and goals. We're also excited to welcome a very special guest host.... Andy B…
Eryka Morehead joined the show to discuss the process of identification that Collaborative Planning Group uses to find success with their clients. They identify risk, create solutions and implement strategies, otherwise known as the three lenses. Each lens helps to better understand the client and their specific needs. Learn more about the process …
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Andy Bassett - The Ten Impact Areas of Risk
24:54
24:54
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Andy Bassett from Ellerbrock-Norris joins the show to discuss the ten impact areas of risk every client has. Identifying these risks and providing proper guidance is the key to a successful business. The ultimate goal is to not only change the way individuals think about risk, but change the way an entire industry thinks about risk. Moving to a hol…
Elliot and Ryan share an insightful conversation on understanding a client's goals and aspirations from the beginning. What is more impactful to a client; selling them a product on a transactional basis or opening up a dialogue and really getting to know them on a personal level? We can change how we conduct business. It all starts with conversatio…
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Dan Allison - Talking About Life (Insurance)
22:52
22:52
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Dan, Elliot and Ryan have a great conversation around life insurance and moving that model from transactional to advisory. Dan's experience as a business owner and consumer has helped him gain multiple perspectives on the industry and the knowledge to make big changes moving forward. Let's continue to move the needle and put our client's needs at t…
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Dan Allison - Acknowledge The Past, Move Towards The Future
37:59
37:59
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Dan Allison stopped by to bring some industry knowledge to the podcast! We discussed the fact that while we must acknowledge the past, we have to look towards the future of risk management and become trustworthy advisors. We are battling decades of transactional sales processes, but we are determined to change the way people think about advising th…
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Ben Woods - The Psychology Behind Wealth Strategies
38:34
38:34
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38:34
Ben Woods, Stewardship Advisor at Ellerbrock-Norris Wealth Strategies, joined the podcast this week to discuss the psychology behind the strategy, why getting to know your clients is important, some Dogecoin discussion (to the moon!) and more! The drink of the day is Kros Strain's Juice and Desist Double IPA.…
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Andy Bassett - Becoming A True Risk Advisor To Your Clients
36:51
36:51
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36:51
Andy Bassett, President of Ellerbrock-Norris, joins GPP to discuss the art of becoming a true Risk Advisor to your clients and getting past just selling them a product. He also mixed up a mean Manhattan!By Elliot Bassett, Ryan Brott & Andy Bassett
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Seth Denson - Being A Healthcare Advisor, Not A Healthcare Broker
27:52
27:52
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27:52
Seth Denson, author of "The Cure: A Blueprint for Solving America's Healthcare Crisis", joins GPP to discuss being a healthcare advisor, not a healthcare broker. As an advisor, we have to start having different conversations about healthcare.By Elliot Bassett, Ryan Brott & Seth Denson
We have to get past just selling our clients products and become advisors to them and their businesses. We focus on breaking down problems that advisors face in the risk management industry and talk about solutions that bring value to clients. The industry is changing and clients are expecting more than just shopping their insurance for a cheaper p…
