A Roundtable with Insurance-Industry Leaders on Productivity and Wealth


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Feb 03 2025 53 mins  

Join us for a power-packed conversation with some of the insurance industry’s top leaders: Alex Branning, founder of Agent CRM; Nick Bravo, CEO of Level Up Marketing; and Nate Auffort, an agency owner and founder of SWAT Training (Strategic Wealth Accumulation Tactics) who also runs the SWAT conference for insurance professionals. Topics include the benefits of cutting-edge CRMs, costly mistakes that render PPC Google Ads ineffective, and the mindset and skills needed to build lasting wealth.

Connect | Resources

Websites

· Agent CRM

· Level Up Marketing

· SWAT Financial

Connect

· Connect with Nate on LinkedIn and learn about SWAT Training (Strategic Wealth Accumulation Tactics) and the SWAT conference

Books

· Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan and Dr. Benjamin Hardy

· Extreme Ownership: How US Navy Seals Lead and Win by Jocko Willink and Leif Babin

Visit our Resource Library for free resources, including e-books, printables, and lead magnets to attract new leads.

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