355. Year One Lessons & What’s Next: David's Playbook for Consistent Production

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What's in this episode:

David Wetoskey didn’t just survive his first year as an agency owner—he built a high-retention machine and nearly hit 1,000 PIF in 12 months. In this raw, tactical conversation, David breaks down exactly how he structured his team, delegated with purpose, and built systems for consistent production. From building a “brand-based” staff to letting go of the wrong fits, you’ll walk away with real strategies you can implement today—especially if you're still in your first few years of ownership.

Whether you’re trying to scale smarter, delegate more, or increase life production, this episode is your playbook.

 [00:00] Welcome David Wetoskey – hitting $100K in premium
 [01:30] Year one lesson: Why delegation is the cheat code
 [04:00] First hire: Social media to CSR to brand ambassador
 [06:30] How David got someone to move states to join his team
 [08:00] What to offer top talent when you can’t offer top pay
 [09:30] The test project approach to hiring right
 [11:00] Daily cadence, call reviews, and WSA implementation
 [13:30] Letting people go (even when it’s hard)
 [16:00] Real talk: Not everyone is built for this business
 [18:30] Michael’s reminder: “You’ll feel relief when they leave”
 [20:30] Insurance is emotional—stop playing it safe with hiring
 [24:00] David’s first-year numbers: 926 PIF + 97% retention
 [27:00] Why service is your edge—and how to market it
 [30:00] Big Dave’s brand of informed insurance
 [33:30] Building trust through Google reviews + local presence
 [35:00] David’s biggest pain point: producer consistency
 [37:00] Michael’s system: 3 quotes, 3 life, 3 Google reviews daily
 [40:00] The 3 Kingsmen: Auto, Fire, Life
 [42:00] Courtney’s advice: Reverse-engineer consistency
 [44:00] Call counts vs real conversations that convert
 [47:00] Why 250/500 is the starting line—not the finish line
 [48:30] Connect with David + Big Dave branding

📞 Want to Connect with David or Ask a Question?
Follow him @wakiagency or call his team directly at (517) 293-3330

Watch the full episode: HERE

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