Agency Intelligence

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Brandon Smith, the Managing Partner at Glidewell Investments & Insurance Group. Brandon talks about how to build better relationships with clients, his goals, and the benefits of the Producer Development Program. Episode Highlights: Katlyn introduces Brandon Smith. (1:09) Brandon shares that their agency started as an independent life insurance agency 40 years ago and he’s been in the insurance industry for 17 years. (3:59) Brandon shares that he used his background in communications and marketing to help him grow his knowledge in the industry. (5:32) Brandon mentions that he’s responsible for the profitability of the agency, the systems, and strategies and the marketing and high-level thinking. (5:58) Brandon shares that since COVID, they’ve found different ways of doing business, they have shifted their business model to working remotely, and 50% of their employees will not be working in the office permanently. (7:16