• Over 25 years as a software company founder & owner, corporate consultant, sales process implementation coach, accountability expert, recruiter of superstar talent
• 6 years as Lead Agency Coach for a 4x Trophy Winning Insurance Agency
• 7 years as a productive employee in a Fortune 35 Multiline Insurance Company (2 years in claims, 5 years in Agency Sales Management & Training plus as a Subject Matter Expert for the Sales Process Software Design)
• 8 years' experience as a part-time team member in a 4x trophy winning multiline insurance agency
• Provider of mental health counseling (psychology) services
• Life coach and 3-Day Weekend Entrepreneur...
• INVENTOR of the SMART Bonus System
• CREATOR of the Automatic Insurance Agency Coaching Program
• DEVELOPER of the Strong Start Multiline Insurance Sales Process Coaching Program & The Family Insurance Coach
• HOST of the 3-Day Weekend Entrepreneur Podcast
• FOUNDER of 3-Day Weekend Club (and the 3-Day Weekend Entrepreneur Coaching Program)
• Team Member Compensation
• Agency Profitability (Overall and by Team Member)
• Marketing Success & ROI
• Social Media Marketing & Network Marketing Strategies
• Multiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service Sales
• Team Member Role Clarity
• Accountability
• Sales Activity Optimization
• Staffing for Optimum Profit & Building the Agency Dynasty
• Recruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators)
• Delegation
• Working a 4-Day Work Week (Or Less) while Maintaining Excellent Results
• Lifestyle Optimization (Creating the Life You Most Desire Outside of Work)
Wade has a Bachelor's Degree in Marketing from Auburn University, a Master's Degree in Mental Health Counseling Psychology from Nova Southeastern University, and has earned the CLU & CPCU professional insurance industry designations. He also successfully qualified to be a Certified Integrative (Life) Coach with the Ford Institute.
He also teaches others to create the life they most desire personally & professionally with his books on life coaching, parenting & spirituality.
Wade is married and lives happily with his wife, two children & dog.
Wade practices (and enjoys) what he preaches and has a 3-day weekend over 80% of the time.
Learn more about Wade (on Linked In).
Schedule an Insurance Agency Strategy Session to learn more about how / if Wade can help you and your agency.