Leaders Helping Leaders Lead Their People Coping with Covid-19
Total Page：16
File Type：pdf, Size：1020Kb
LEADERS HELPING LEADERS LEAD THEIR PEOPLE COPING WITH COVID-19 / -- INTRODUCTION We are facing unprecedented times. Leadership matters more now than perhaps it ever has. I've sought out some of the brightest leaders I know to help us all learn how to best lead our agencies through this moment and beyond. Jason Cass Jason Cass, Founder of Agency Intelligence This eBook is a transcription of a special six episode series of Agency Intelligence Podcast that we have transcribed for you. Listen, read or do both! There is so much to be gained from each of these conversations. *Please note, these transcriptions are rough. We decided that getting this information to you quickly was more important than having a perfectly packaged transcript. / -- TABLE OF CONTENTS These transcriptions are packed Jeff Roy, President & CEO of Excalibur Insurance with valuable information to help leaders lead during this crisis and beyond. 1. Crossing Borders with Jeff Roy: Wessly Anderson, Founder at Financial Network Coping with COVID19 Requires Insurance & Co-Founder of AgencyVA Leadership 2. Wessly Anderson: Pivoting from Brick and Mortar to Working From Home 3. Erik Garcia: Crisis Fretting vs Crisis Erik Garcia, Owner of Garcia Insurance Services & Planning; Rational President of Garcia Financial Group Overconfidence; Servant Leadership 4. Erin Nutting & Elisha Cavanaugh: Flatten the Curve and Increase the Spike In Your Drink Erin Nutting, Owner of Integrity Insurance Services & Elisha Cavanaugh, President of Sound Pacific Insurance 5. Miles Merwin: Doing Less Helps Us Focus More on What We Can Do 6. Chris Burand: We Can Solve the World’s Problems With Insurance Products, We Always Have Miles Merwin, Owner of Advisors Insurance Services 7. Jason Cass: What Does A World Without Insurance Look Like? Chris Burand, President of Burand & Associates / -- "It's really easy to sail the boat when it's calm, but when it's rough, it makes the true sailor. We're becoming true sailors right now." Jeff Roy / - Crossing Borders with Jeff Roy: Coping with COVID19 Requires Leadership This episode is brought to you by Podium . Listen here . In these unprecedented times, we need unprecedented leadership. I reached out to Jeff Roy, President & CEO of Excalibur Insurance Group after he released information on what business owners can do to Cope with COVID-19. This is a special edition episode to help agency owners lead the way. No one has ever gone through this, but together we will and it all starts here with this podcast. Jason Cass: Hello loyal listeners. I am here with you with Jeff Roy. And obviously, I’m Jason Cass in case this is your first time listening. This is an episode of Agency Intelligence. We usually have an episode coming out every Tuesday and every Friday. You’ll notice that this is coming out at an odd time because this is an unprecedented time in our society in our world, as human beings. I don’t really want to go into all the things that we’re dealing with, but you know, one thing that's important is that there’s certain people in your life that you look up to, that you follow that when they say "Hey, pay attention to this," you do. Jeff Roy is one of those people for me. Now it seems like it's ironic that we're going through this as a world together and he is in another country. It's only fitting how he tries to share with Americans and how there's really a lot of what I call tangible love that's happening in the world. It’s love being able to be seen with Uber drivers driving across town for free to deliver lunches to people on the front lines and seeing normal citizens inside of towns, ripping bed sheets apart and sewing it up to make mask and trying to figure out ways that they can reuse trash bags as covers just to protect themselves. Neighbors are talking to neighbors, the elderly are finally getting the respect that they deserve. And I think that there’s a lot of beautiful, tangible love. / Page 5 But outside of that, as a business owner, no one’s really talking to you, loyal listeners, to you, listeners for the first time maybe in Canada around the world. No one’s talking to you. And when Jeff shared this information with our Mastermind group and I believe the neon group, I read it and I immediately hit him back and said, Jeff, this is really good stuff. So I wanted to bring Jeff on for I guess you could call this a special episode of Agency Intelligence podcast. But this is an important time where we need to be serious, we need to think about leading, because that’s what leaders do. They lead and helping our people cope with COVID-19, this is our time to shine. This is a time that will expose you. That’s a very famous saying. In this time of crisis, we will find out who the leaders are. Jeff, welcome to Agency Intelligence podcast, brother. Jeff Roy: Hey, Jason, thanks so much for having me on the show. And I hope that your family’s safe and healthy, and all your clients and everybody in your area is good right now. Jason Cass: Yes, you too as well. And we’ll talk about what the last couple of weeks of your life has been while you were out of the country, in Mexico. Some crazy stuff, Jeff. I love what you said to me the other day. You said, "Jason, the world I left when I left to go to Mexico and then came back into were two completely different worlds." And that’s that same way for me living in it. I can only imagine the situation of you being in Mexico and then coming back. Tell me about that. Jeff Roy: Oh, it’s crazy. It’s crazy Jason. We had booked this holiday for a while. We completely watched every single news source of information to decide whether we should go or not go. And when we left on March 12, to Mexico everything was good. There was no travel advisory there. I think Canada had about 150 cases in total, 59 in Ontario, our area had no cases. So we left figuring we can get our holiday in and get back before anything escalates. And prior to that, our management team did have a meeting to kind of go over and get a plan in place before we left because nobody knows how quickly this will accelerate . And I think one of the watch-outs is, everybody thinks, "hey, our country is different, it’s not going to hit us." And I think everybody got that false sense that everybody’s going to be different. And it turns out really nobody’s any different. / Page 6 So we got to Mexico and then each day escalated and got worse and worse, to the point on the 16th of March, where our Prime Minister did a National Address to the nation and told everybody to get home. ...which was quite alarming because being in a foreign country, your Prime Minister’s asking you to get home, and he means as quickly as possible. And then trying to secure a flight on a Monday to get home as quickly as possible. And everybody else is trying to get home and not get gouged, is very challenging. So we were able to cut our trip short, we did get home on Saturday, which is good. And basically, during that period of time, the border between Canada and the US was closed just to non-essential services. A lot of cases, a lot of paranoia, a lot of people getting concerned just in the area. And the self-quarantine when we left, there wasn’t a mandatory 14 days self-quarantine. And then during our trip that became a requirement which both Una and I are 100% honoring. We want to make sure we're social distancing and we’re following the best practices. So we’ve been sequestered in our house since Saturday. We think we’re starting day four of work from home and being basically quarantined. So, just basically a real roller coaster and all during that time I’m out of the country. I’m working on my business, concerned about my people, reading documents, talking to people, working on business plans. It just wasn’t the holiday we planned but our team and our community and our clients come first, and we have to do the best you can do as a leader. So we continually worked on our plans, which we can talk about later. But really, the turning point in Canada was when the Prime Minister’s wife got diagnosed and he went to self-quarantine. I think that was about the same day we left. That’s kind of when everything seemed to get real in Canada to a whole different level, and a whole bunch of precautions and social distancing and business shutting down took place. So, just a crazy time. I wasn’t alive during the Spanish Flu in 1918. I think that was kind of the last time we had any kind of widespread of anything remotely close to this. SARS back in the 2000s wasn’t nearly as significant as this. So there’s just really no other frame of reference for business owner right now. / Page 7 Jason Cass: No, there’s just not.