DiscoverRisk & Reward Podcast SeriesLearning the Role of the “Trusted Advisor”
Learning the Role of the “Trusted Advisor”

Learning the Role of the “Trusted Advisor”

Update: 2021-07-01
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Establishing credibility when entering a new job is difficult. This is especially true for insurance producers. It is hard to walk into an insured office and tell them to trust you without having a proven track record.

Our guests from Gregory & Appel Insurance, Brad Dumbauld, Tyson Vaughn, and Reid Putnam share some advice on how to ease this challenge. They cover the importance of having a set of stories, the power of using “we”, and how to be of service. The role of an insurance agent is changing into that of a risk management consultant: “Insurance is just how we get paid”. Join us to learn more about the other ways to add value to your client. Focusing exclusively on risk management and insurance professional
development, the Risk & Insurance Education Alliance provides a
practical advantage at every career stage, positioning our participants
and their clients for confidence and success.
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Learning the Role of the “Trusted Advisor”

Learning the Role of the “Trusted Advisor”

Gregory & Appel, Tyson Vaughn, Reid Putnam, The National Alliance for Insurance Education & Research, Gamma Iota Sigma, Butler University