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Index/Leadership/Collabcast by IAOA with Captain Dave Jackson
Collabcast by IAOA with Captain Dave Jackson artwork

Brandon Smith of Glidewell

Collabcast by IAOA with Captain Dave Jackson · 2023-10-13 · 54 min

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Episode notes

Brandon shares how he entered the insurance agency with his family agency, his Dave Ramsey marketing strategy, local podcast in Missoula, online course for producers, and his speaking engagements. Episode Highlights: Brandon discusses his basketball career, including playing at Southwestern University in Texas and suffering a knee injury that ended his playing days. (1:49) Brandon shares that he started in insurance in 2004 and became a managing partner in his family business in 2013, expanding into new lines of business and finding success through differentiation and team growth. (13:14) Brandon mentions that Glidewell experienced a positive shift in lead generation and success after implementing Dave Ramsey's program, but has since shifted focus to internal lead generation and branding for sustained success. (21:36) Brandon shares about his experience in the insurance industry, from public speaking to course creation, over 20 years. (24:35) Brandon mentions that the top three tech tools Glidewell uses are a CRM for data and automation, text messaging for quick and efficient communication, and The Missoula Podcast , for relationship building and lead generation.

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