Agency Intelligence

Agency Intelligence


Agency intelligence podcast, is your top insurance podcast with two unique series that let you hear from and learn from both agency owners and industry influencers. Agents Influence is your weekly guide to the latest and greatest thought leaders the industry has to offer. Agency Intelligence covers real data from real agents in real agencies.

In this throwback episode of the Agency Intelligence podcast, host Jason Cass interviews Billy Williams, Ph.D., CEO of the Williams Family Investment Group, and the President of Inspire a Nation Business Mentoring. Dr. Billy Williams talks about goals and sales processes and understanding what calendar blocking is all about.

Episode Highlights:

  • Dr. Billy Williams shares his background. (7:54)
  • How did Dr. Billy Williams learn to play golf? (14:49)
  • Dr. Billy Williams shares why every agency should have a set standard that they recommend to their customers, a minimum recommended coverage standard. (22:41)
  • Dr. Billy Williams mentions his goal in the sales process. (27:05)
  • Dr. Billy Williams shares the elements in understanding the calendar blocking. (34:06)
  • What made Dr. Billy Williams decide to enter the military? (56:49)
  • Dr. Billy Williams shares a story about his conversation with Jason and Travis. (59:24)
  • Dr. Billy Williams mentions the book The Compound Effect, by Darren Hardy and Can’t Hurt Me, by David Goggins. (1:05:04)

Key Quotes:

  • “Always do something every day toward your end goal. I don’t care if it’s five minutes, two minutes, three minutes. Never let a day go by that you don’t do something towards your end goal.” – Billy Williams
  • “Once you have an agency recommended coverage, then you have standard consequences. Because our strength and insurance is not selling benefits. Our strength is being able to teach people the consequences of making a dumb ass decision.” – Billy Williams
  • “What I’ve learned in everything that I’ve ever played tennis, golf, sports, basketball, football, baseball doesn’t matter. The person who makes the least amount of mistakes will usually win most of the time. It’s not the person who is just great. It’s the person who doesn’t make great mistakes.” – Billy Williams

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