In this episode of Kaleidoscope, we host an open discussion on how to improve mental performance.

Joining us is Lucas Zeiler, founder of MSM Performance Academy. Lucas is known internationally as a mental performance training and confidence coach. He works with high-performance athletes from around the world, ranging from youth athletes to professionals. His techniques are unique, but his results are impressive.

Key Takeaways:  

• Mental pressure can prevent some producers from being successful. Everyone has a set of skills, but what differentiates us from one another is the mental toughness we possess.
• Personal development is the starting point of improving mental performance. Being self-aware is key, along with understanding how you best operate and relate with people. The good news is this can be taught; however, its important to work through and acknowledge internal obstacles.
• Often, buyers unintentionally derail conversations with questions or objections. Producers must have the gumption to properly lead their prospects through the sales process and keep the discussion on pace. To do this, producers must understand the three phases of leadership: becoming a leader for yourself, taking on leadership of others, and developing as a leader for the community.

This episode is hosted by Frank Pennachio and Susan Toussaint of ReSource Pro’s Growth Solutions practice. We provide insurance agencies and carriers with consulting and training services, enabling them to elevate sales conversations, compete more effectively in the marketplace, and grow organically. To learn more, visit the Growth Solutions website or reach out to Susan Toussaint.  

Love what you’re learning? Be sure to subscribe on your preferred podcast platform so you never miss an episode. Please write a review and share your favorite episodes with colleagues and clients!  

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CONNECT WITH OUR HOSTS AND GUESTS 

• Our guest Lucas Zeiler
• Kaleidoscope co-host Frank Pennachio
• Kaleidoscope co-host Susan Toussaint

In this episode of Kaleidoscope, we discuss impactful strategies for developing talent, maintaining culture amid the shift to remote work, and providing employees with the skills necessary to effectively collaborate.

Joining us are Wayne Smith and Ross Slater, Partners at Reach Capabilities. Wayne and Ross work with large employers, primarily in the insurance and financial services community based in Canada and the United States. In their work, Ross and Wayne help individuals identify their natural strengths and potential, as well as help organizations to develop highly functioning teams. Both Ross and Wayne bring high energy, deep insights, and an “edutainment” approach to their practice.

Key Takeaways:  

• The employment landscape continues to shift across all industries, while acquiring talent remains one of the biggest challenges organizations face. Businesses are attempting to revamp the employee/employer relationship in a post-COVID world but often struggle to do so.
• People have various preferences on how and where they can conduct their best work. It is important for employers to be mindful that everyone is wired differently. Some may benefit from working in the office with people around them, while others prefer to work out of their home office. Either way, employees want flexibility in where and when they work. Offering the option to choose ultimately results in higher productivity and stronger deliverables.
• Building trust in a virtual business world can be tough. It can be even more difficult when group calls are solely focused on “just getting the work done.” Don’t forget to take time to get to know people on work calls. Sharing more information about yourself and exchanging personal stories helps shrink the façade and create an open-minded environment.
• Leaders must be clear on the results they expect from their employees and give them the freedom to achieve their goals their own way. There is a big push for traditional executives to better measure success factors. On the flip side, employees cannot just be a “butt in a seat.” Rather, they need to be highly efficient with their time and continue to invest in upskilling.

This episode is hosted by Frank Pennachio and Susan Toussaint of ReSource Pro’s Growth Solutions practice. We provide insurance agencies and carriers with consulting and training services, enabling them to elevate sales conversations, compete more effectively in the marketplace, and grow organically. To learn more, visit the Growth Solutions website or reach out to Susan Toussaint.  

Love what you’re learning? Be sure to subscribe on your preferred podcast platform so you never miss an episode. Please write a review and share your favorite episodes with colleagues and clients!  

SUBSCRIBE 

• Apple Podcasts
• Amazon Audible
• Spotify
• Google Podcasts

CONNECT WITH OUR HOSTS AND GUESTS 

• Our guest Wayne Smith
• Our guest Ross Slater
• Kaleidoscope co-host Frank Pennachio
• Kaleidoscope co-host Susan Toussaint

In this episode of Kaleidoscope, we discuss the significance, complexity, and evolution of education in the insurance industry.

Joining us is Patrick Wraight, director of Insurance Journal’s Academy of Insurance. As an insurance learning professional, Patrick is passionate about taking the complicated and making it accessible for everyone, especially in the insurance industry.

Key Takeaways:  

• Today, the world is more complex, risks are escalating, and insurance policies are becoming increasingly challenging to manage. It’s important to continue to elevate insurance as a profession and communicate the importance of expertise in this field. Those who want to learn and grow as experts will prosper, and those who just want to “check the box” will fade away.
• Learning and teaching has changed substantially over the last few years. These shifts have forced insurance educators and trainers to shake up the way they deliver content and keep topics interesting. It is not effective to teach eight hours’ worth of content over Zoom the same way you do when presenting in a classroom. Teachers and presenters must up their game to keep the focus of each learner and drive home a measurable impact.
• “The Distraction Factor” is preventing learners from acquiring specialized, high-value knowledge and effectively implementing it into how they engage with others. People are no longer looking for an instructor to just instruct them. Often, they are looking for a guide to sit alongside them to help elevate them to their next level of wisdom.
• The licensure and CE requirements in the insurance industry need to be disrupted. Individual states must understand that someone who passes an exam saying they have a general understanding of insurance is not enough to truly be able to support consumers. Licensure will need to evolve into a much more comprehensive understanding of insurance. One way we can move closer to doing this is by revamping continuing education programs.

This episode is hosted by Frank Pennachio and Susan Toussaint of ReSource Pro’s Growth Solutions practice. We provide insurance agencies and carriers with consulting and training services, enabling them to elevate sales conversations, compete more effectively in the marketplace, and grow organically. To learn more, visit the Growth Solutions website or reach out to Susan Toussaint.  

Love what you’re learning? Be sure to subscribe on your preferred podcast platform so you never miss an episode. Please write a review and share your favorite episodes with colleagues and clients!  

SUBSCRIBE 

• Apple Podcasts
• Amazon Audible
• Spotify
• Google Podcasts

CONNECT WITH OUR HOSTS AND GUESTS 

• Our guest Patrick Wraight
• Kaleidoscope co-host Frank Pennachio
• Kaleidoscope co-host Susan Toussaint