In this episode, Chelsey sits down with Kelly Weiss, a long-time BCU Risk Advisors team member whose remarkable career path has taken her from receptionist to high-net-worth insurance advisor. Kelly shares her behind-the-scenes experience in every facet of the insurance lifecycle, the mindset shift from service to sales, and why empathy and education are key to building trust in this evolving industry. She also reflects on advice from her dad, the impact of personal claims stories, and what matters most in life—how you make people feel.🔑 Topics Covered:Career growth from admin to advisorThe power of knowing every step of the client journeyWhat’s changed most in insurance over the last two decadesStaying empathetic in a high-net-worth spaceWhy Michigan might be the safest place to live 😉Kelly’s legacy, values, and life beyond insurance

Ver todos los episodios