RHS 119 - Erik Garcia on How to Determine Your End Game

Published: Oct. 7, 2021, 9 a.m.

b"In this episode of The Ryan Hanley Show, Ryan Hanley is joined by Erik Garcia, CFP\\xae, owner of Garcia Insurance Services and Garcia Financial Group. Ryan & Erik discuss what it means to set goals and actually make those goals a reality. Erik is one of the most thoughtful insurance professionals in the game. You are going to love this episode.\\n\\nEpisode Highlights:\\n\\nRyan and Erik discuss an insurance podcaster chat group. (12:20)\\n\\n\\nErik shares about his Brainshare experience in September. (14:12)\\n\\n\\nErik explains why agency owners and employees must be 100% expendable. (20:45 )\\n\\n\\nErik adds that as a business owner, his value for his agency is as a visionary and strategist. (23:15)\\n\\n\\nErik discusses the importance of business owners determining what they are working towards and what their end game is. (26:32)\\n\\n\\nErik mentions that business owners must be concerned for their staff. (28:46)\\n\\n\\nErik discusses why business owners should evaluate their role in the business.\\xa0(31:26)\\n\\n\\nErik explains why perception is reality. (41:50)\\n\\n\\nErik explains that as a business owner, he must ensure that his clients are aware of his availability. (43:04)\\n\\n\\nErik talks about the book Outliers by Malcolm Gladwell. (47:08)\\n\\n\\nErik discusses building relationships and creating shared experiences with others. (51:53)\\n\\n\\nErik shares how he met David Carothers and creates a shared experience. (55:06)\\n\\n\\nErik explains how important it is for business leaders to create experiences with their staff. (1:02:55)\\n\\n\\n\\nKey Quotes:\\n\\n\\u201cWe make money two ways as business owners, one by doing work earning a wage the same way any staff member would. And the other way is by ownership, we should compensate ourselves in terms of our wages. similarly to what we would pay someone to do the job.\\u201d - Erik Garcia, CFP\\xae\\n\\n\\u201cWe have to be genuine, authentic people. We can't create these false realities for people.\\u201d - Erik Garcia, CFP\\xae\\n\\n\\u201cIf there's someone you want to become a client, look for those opportunities to create shared experiences with them. Don't talk about insurance.\\u201d - Erik Garcia, CFP\\xae\\n\\n\\nResources Mentioned:\\n\\nErik Garcia, CFP\\xae\\n\\n\\nGarcia Financial Group\\xa0\\n\\n\\nGarcia Insurance Services\\xa0\\n\\nPlan Wisely\\n\\nPlan Wisely: Agent End Game\\n\\nReach out to Ryan Hanley\\n\\n\\n\\nLearn more about your ad choices. Visit megaphone.fm/adchoices"