Taking Control: The Shift from Employee to Owner Mindset
Manage episode 415271253 series 3528280
Kathe Kline에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Kathe Kline 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this insightful episode of Insurance Business Babes, hosts Kathe Kline and Joanna Wyckoff dive deep into the crucial aspect of protecting and managing your business in the insurance industry. They share personal strategies on segregating emails for clients and carriers, handling overwhelming amounts of insurance-related spam, and employing technology such as CRMs while ensuring HIPAA compliance through Business Associate Agreements. Kathe reflects on her investigation of CRM options in light of rising costs and HIPAA considerations, expressing the importance of data ownership and the ability to export data securely. Joanna relays her experiences with VA training, stressing the significance of a business owner mentality over an employee mindset and the foresight needed for business growth, even sharing anecdotes from her recent house purchase. Lastly, the hosts commiserate over unwanted solicitations in the form of calls and texts, discussing tactics for maintaining clear and effective communication channels in their business operations.
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51 에피소드