Advisor vs. Broker: How to Shift to Driving Value vs. Searching for Sales with Casey Schrader episode artwork

EPISODE · Feb 26, 2025 · 42 MIN

Advisor vs. Broker: How to Shift to Driving Value vs. Searching for Sales with Casey Schrader

from Getting Past the Premium · host Elliot Bassett & Casey Schrader

"I hate the word broker." Casey Schrader is more a fan of the word advisor. As Regional Sales Manager and Risk Advisor at Oswald Companies, he practices what he preaches. Brokering is about selling a product. Advice is about expanding how you think and how you serve your clients. Casey also dives into marketing and content creation, creating "warm calls" as opposed to cold calls, and driving value with your clients over sales.Enjoy the episode!Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.comEllerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.comOswald Companies: https://www.oswaldcompanies.comLAUNCH: https://getlaunch.io/Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515Casey Schrader: https://www.linkedin.com/in/casey-schrader-clcs-bb7a3229This episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT’S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.

"I hate the word broker." Casey Schrader is more a fan of the word advisor. As Regional Sales Manager and Risk Advisor at Oswald Companies, he practices what he preaches. Brokering is about selling a product. Advice is about expanding how you think and how you serve your clients. Casey also dives into marketing and content creation, creating "warm calls" as opposed to cold calls, and driving value with your clients over sales. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://w...

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Advisor vs. Broker: How to Shift to Driving Value vs. Searching for Sales with Casey Schrader

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This episode was published on February 26, 2025.

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"I hate the word broker." Casey Schrader is more a fan of the word advisor. As Regional Sales Manager and Risk Advisor at Oswald Companies, he practices what he preaches. Brokering is about selling a product. Advice is about expanding how you think...

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