Eryka Morehead - Individual Planning & Understanding Needs

Our TENTH episode! We are excited to welcome back Eryka Morehead from Collaborative Planning Group to discuss the individual side of risk management and planning. She dives into the topic of understanding a client on a personal level and really getting to know their needs and goals. We're also excited to welcome a very special guest host.... Andy Bassett! Let's Get Past the Premium.Drink of the day: Mojito (Made by Andy)Episode links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/Collaborative Planning Group: https://collaborativeplanninggroup.com/This 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.