What if your biggest competitor could become your most valuable teammate?

After more than 30 years in insurance, Eric Partin was content but not satisfied. So he flew across the country to a 3-day retreat and let someone blow up the way he did business.

In this episode, Ben sits down with Eric Partin, co-founder of EDP Assurance and author of Collaboration Is the New Currency, to talk about trading competition for collaboration, why the right 100 clients beat chasing 1,000, and how a Virtual Family Office serves people better than any solo advisor can.

Eric also shares the mindset shift that ended his high-pressure selling for good, and the one question that gets clients to sell themselves. Listen now.

[00:01:39] The FAT test in real life: flexible, adaptable, teachable

[00:02:20] The 3-day retreat that blew up 30 years of habit

[00:03:48] Learning AI at 56, and why the AI version wins

[00:05:24] What a Virtual Family Office actually is, and isn't

[00:06:19] The competitor mindset Eric had to unlearn

[00:09:05] Why the right 100 clients beat chasing 1,000

[00:10:08] The real cost of guarding your own book of business

[00:13:35] The hardest sales habit Eric had to break

[00:17:38] Don't steal the client's microphone

Collaboration Is the New Currency — Eric Partin’s book

EDP Assurance

Eric Partin is the co-founder of EDP Assurance, where he helps insurance professionals grow by leading with a process instead of a product, uncovering bigger client needs, creating more revenue from existing relationships, and reducing their dependence on constantly buying new leads. He is the co-author of Collaboration Is the New Currency and author of Rise Relentless. Through EDP Assurance and The Growth Compass, Eric focuses on practical growth, collaboration, leadership, and helping professionals become more valuable to the clients they already serve.

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The Financially FAT Podcast is an original production hosted by Ben Golden. Brought to you by Golden Tax Relief. Production and editing by Podcast Your Brand.