insurance training

The Head and the Heart

They say that life is about the little things, and I was reminded of this when I (finally) turned on my air conditioning this morning.

Nearly 10 years ago, when it was time to put down more permanent roots in the neighborhood I’d grown to love here in Chicago, I sat with my realtor and made a list of my “must haves” for my new place:

☑ Dedicated parking spot

☑ Outdoor living space

☑ Central air conditioning

☑ In-unit washer and dryer

I knew I was home the very first time I turned the key in the lock on the front door of the unit I’d end up buying - I could feel it in my gut. It was THE ONE - but it also had none of these "must have" features.

Over time, I'd begin renting a parking space from a neighbor, I’d work with a specialty contractor to add the washer and dryer I coveted and finally, install that central AC that made me smile this morning.

The heart and mind are constantly coordinating as we consider what is right for us - and heart often wins. In sales, we often focus on the financial aspects of the product or service we offer - lower cost or competitive terms - but we can’t overstate the significance of heart.

I’d love to know - are you a “fixer upper” or a “move-in ready” dweller? Let me know in the comments below!


Always Take The Call

“Always take the call.” As she shared more about her own career path during her talk at the Women In Tech Breakfast on Friday morning, Julia Kanouse encouraged the women in the audience to always take the call - I nodded vigorously in agreement as I considered those times that I had myself taken the call.

Pivotal opportunities in my career journey have come as a direct result of my curiosity and openness to taking the call (or the meeting or the email - you get the point)!

As I continued to seek alignment between my values and the work I was doing, even if I took no action, these conversations helped me to solidify that I was indeed in the right place, helped me to forge new connections, and provided the opportunity to glean insights into the changing landscape of the insurance industry.

On a handful of occasions, these calls came at a time when I was ready to pivot. This truly is a journey!

How about you? Have you taken a call that changed the trajectory of your career? Let me know in the comments below!

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Elevating Your Insurance Career | Spot On Insurance


It’s a true delight to have spent an hour with Arleen Taveras and Ted Taveras on the latest episode of Spot On Insurance, sharing more about the path that led to the founding of Adjunct Advisors, and the resources I offer to agency principals as we develop and empower the Insurance industry’s next generation of sales leaders.  

You can stream the episode through iTunes here:

Or listen to the episode in its entirety here:

Ready to take the next step? Contact me today to discuss the individualized sales solutions available to your team!