In this episode, James talks with Patrick McBride, Agency Owner of The McBride Agency.

To learn more about The McBride agency, visit https://themcbrideagency.com/.
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Episode Highlights:

Patrick discusses his background and why he values legacy. (2:29)


Patrick believes that being a captive agent was great for him and if he hadn't been captive first, he wouldn't know what he knows now or be who he is for his clients, team, and community. (5:51)


Patrick discusses his decision-making process in transitioning from the captive side to the independent side, as well as the training and onboarding he had before starting his own agency. (7:34)


Patrick shares his decision to work with an aggregator and bring his whole team along for the journey, which he is very grateful for. (14:33)


Patrick discusses their recruiting process and the factors that are important to them in ensuring an adequate match for their agency. (17:36)


Patrick discusses the services and vendors used by The McBride Agency, as well as what made them comfortable with the services they use. (25:48)


Patrick mentions that The McBride Agency is migrating its data and upgrading to the NowCerts and AgencyZoom combo. (28:55)


Patrick explains what they do at The McBride Agency to stay technologically ahead of the game. (38:03)


Patrick discusses how they produce content for social media and how they strive to make it more interesting and helpful. (42:28)



Key Quotes:

“My clients aren't buying insurance, they're not purchasing insurance from me, they're purchasing experience for me.” - Patrick McBride

“I think anytime technology progresses, there's an opportunity to run and hide or to grab it and run and move forward with it.” - Patrick McBride

“If I go today, I want people to talk good about me. I want them to tell stories to my kids and my grandkids and how great I was and all those pieces. Not how great I am, but the impact I made in their lives.” - Patrick McBride

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