『My Best Friend Was a Mortgage Broker. I Missed $1M.』のカバーアート

My Best Friend Was a Mortgage Broker. I Missed $1M.

My Best Friend Was a Mortgage Broker. I Missed $1M.

無料で聴く

ポッドキャストの詳細を見る
Pete Poggi spent three years in BNI with his best friend Chuck Wieland, a mortgage broker writing 15 loans a month. Pete had Chuck's auto and home insurance. He wrote zero of Chuck's loan closings.

Over a million dollars in premium. Gone. All because Pete never asked the one question that would have changed everything.

In Episode 2, Pete told this story solo. In Episode 7, Chuck sits down across from Pete and tells it from his side: the BNI hallway where they met, why he sent every closing to a guy he barely knew in Coral Springs instead of his best friend, the 2008 timing that broke their first plan to fix it, and what mortgage brokers actually want from a P&C insurance agent (hint: it's not your business card).

Then Chuck shares the part of this story almost nobody knows: his two kids - Vince (22) and Jen (25) - both joined John Galt Insurance straight out of school. A year and a half in, they're each writing over $100,000 a month in new P&C premium. They built it the same way Pete should have built it 22 years ago - through mortgage broker partnerships, one real relationship at a time.

This episode is the proof. The system works whether you've been in insurance for 30 years or 18 months. You just have to ask.

Here's what you'll discover:
  • The exact moment Pete realized he had walked past a million dollars in premium for three straight years
  • Why Chuck never sent Pete a single closing in three years of weekly BNI meetings (his answer surprises Pete on the mic)
  • The two things a mortgage broker is silently scoring every insurance agent on from the second they walk in
  • The one P&C agent mistake that delays closings (and how Vince and Jen turned avoiding it into an unfair advantage)
  • How a 22-year-old new producer used a baseball analogy to land one of his biggest real estate referral partners
About Pete: Pete Poggi grew a personal lines P&C insurance agency from $3 million to over $170 million in 84 months. No commercial. No cold calls. He created the Million Dollar Producer program and works with independent P&C insurance agency owners stuck between $2M and $5M in annual premium who are ready to stop being the bottleneck and start building a real book.

Subscribe so you don't miss the next episode. If you know a P&C agency owner who's still chasing one policy at a time, send them this one.

Learn more at www.PetePoggi.com
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません