Erik Garcia on How to Determine Your End Game

Spartan philosophy, built in the black-ops lab of
business: https://www.findingpeak.com


Finding Peak podcast: https://linktr.ee/ryan_hanley





In this episode of The Ryan Hanley Show, Ryan Hanley is joined by
Erik Garcia, CFP, 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.





Episode Highlights:


Ryan and Erik discuss an insurance podcaster chat group.
(12:20)

Erik shares about his Brainshare experience in September.
(14:12)

Erik explains why agency owners and employees must be 100%
expendable. (20:45 )

Erik adds that as a business owner, his value for his agency
is as a visionary and strategist. (23:15)

Erik discusses the importance of business owners determining
what they are working towards and what their end game is.
(26:32)

Erik mentions that business owners must be concerned for
their staff. (28:46)

Erik discusses why business owners should evaluate their role
in the business. (31:26)

Erik explains why perception is reality.
(41:50)

Erik explains that as a business owner, he must ensure that
his clients are aware of his availability.
(43:04)

Erik talks about the book Outliers by Malcolm
Gladwell. (47:08)

Erik discusses building relationships and creating shared
experiences with others. (51:53)

Erik shares how he met David Carothers and creates a shared
experience. (55:06)

Erik explains how important it is for business leaders to
create experiences with their staff. (1:02:55)






Key Quotes:


“We 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.”
- Erik Garcia, CFP

“We have to be genuine, authentic people. We can't create
these false realities for people.” - Erik Garcia, CFP

“If there's someone you want to become a client, look for
those opportunities to create shared experiences with them. Don't
talk about insurance.” - Erik Garcia, CFP






Resources Mentioned:


Erik Garcia, CFP

Garcia Financial Group 

Garcia Insurance Services 

Plan Wisely

Plan Wisely: Agent End Game

Reach out to Ryan Hanley






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