Season 5 – Episode 6 : Mergers & Aquisitions – (PART 2)

2022-10-27T21:26:30+00:00

Selling the insurance brokerage in which you’ve put a lifetime of effort is no small step. How do you know that you’ve got the right partner? The right price? The right place for your clients & staff?

Season 5 – Episode 6 : Mergers & Aquisitions – (PART 2)2022-10-27T21:26:30+00:00

Season 5 – Episode 5 : Mergers & Aquisitions – (PART 1)

2022-10-27T21:14:20+00:00

Selling the insurance brokerage in which you’ve put a lifetime of effort is no small step. How do you know that you’ve got the right partner? The right price? The right place for your clients & staff?

Season 5 – Episode 5 : Mergers & Aquisitions – (PART 1)2022-10-27T21:14:20+00:00

Season 5 – Episode 4: Applied

2022-10-18T18:50:29+00:00

Taylor outlines his two major challenges - culture shift & technology transformation. He tells us that Applied is working on becoming more humble and spending time listening to their customers. His leadership team is mostly new & now has a (Canadian !) Chief Customer Officer.

Season 5 – Episode 4: Applied2022-10-18T18:50:29+00:00
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