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[1:20] Jim introduces Grant Botma, guest and founder of Stewardship
[3:20] Grant doesn’t just have an insurance agency; he tells you what he does
Grant saw a need to help people with finances, not just insurance
[4:50] Grant realized they could do their work without spending a ton of money
“I just don’t like the idea of buying leads from the perspective of the client or the sales professional. I created something different that wasn’t transactional.” -Grant Botma
“A common thread in people who make an impact: They take action. They don’t sit around, and that’s important.” -Grant Botma
[12:10] What his relationship-building mentality did for his business today
Businesses exist to serve! Profit is just a byproduct
The premise of his book is that you’re allowed to live only one life; it’s not “just business!”
“I never tell people to stop working. I only tell them to be more intentional about weaving their work into the one life they have.” -Grant Botma
[19:10] Tools to use for agencies to market their intentions clearly and beautifully
The number one goal is to communicate what it’s like if they click that “schedule an appointment” button, and it works!
Show them the authority piece and tell them what will happen after the appointment
[25:35] How do you build this model out in order to love your clients?
Be intentional with research about who your ideal client is
“Too many people have a demographic. Here’s the truth: if you come in with humility, love, transparency, and innovation, we want to serve you!” -Grant Botma
Conduct psychographic research over demographic research
[30:02] What Grant would say to those that don’t think these things will matter in the end
It’s about sustainability and consistency
[31:54] Were there mistakes Grant made when building this model?
[34:20] Grant records a piece of this podcast for Jim’s wife
[37:00] Jim asks Grant the questions in AGA’s rapid fire round
His favorite application is Calendly
The Purpose-Driven Life by Rick Warren, Man’s Search for Meaning by Viktor E. Frankl, and Donald Miller’s Building a StoryBrand
[40:18] One final piece of advice from Grant