Agency Intelligence

In this episode of Agents Influence podcast, host Jason Cass interviews Erik Garcia, CFP®, owner of Garcia Insurance Services and Garcia Financial Group, and host of the Stuff About Money They Didn't Teach You In School podcast.  Episode Highlights: Erik shares that aside from hosting the Stuff About Money They Didn't Teach You In School podcast, he also spends 90% of his time on financial planning and investment management, with 50% of that time working directly with insurance agency owners and related professionals. (2:54) Erik discusses two ways agency owners make money - through dividends/profit distributions and through capital appreciation, while also paying themselves based on their role in the agency. (7:21) Erik explains the importance of having mentorship relationships in various aspects of life, as exemplified by the biblical characters Paul, Timothy, and Barnabas. (15:02) Erik mentions that aligning company culture with core values and ensuring that the desired culture is manifested within