Peter MacDonald - How to Utilize the 4/3/5 Method to Be Proactive and Add Value

Peter MacDonald, Co-founder & CEO at Wunderite, joined the show today to discuss the 4/3/5 method and how to utilize it as an advisor to your clients. But what exactly is the 4/3/5 method?With markets rising and the thought of recession lingering, being a proactive advisor is as crucial as ever. How can you bring value and gain trust? Find out today!About Wunderite:We are insurance agents and business owners at our roots.Some of us have been in insurance over a decade. We are all on a mission to build the best software for independent insurance agencies.Co-founders Peter and Joe met on the first day of their MBA program at Boston College. Peter came from a family insurance agency, where he sold insurance. Joe came from a family business where he bought insurance. They knew there had to be a better way, and began to iterate. Following graduation, they started working full time on their mission to bring the Wunder back to insurance.Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/Wunderite: https://wunderite.com/LAUNCH: https://getlaunch.io/ LinkedIn:Elliot BassettRyan BrottPeter MacDonaldYouTube:https://youtu.be/BquDofviWOwThis 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.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.