Risk Management: Protect Clients and Scale With Confidence
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Scaling an agency comes with growing complexity: more clients, bigger teams, higher stakes. And with growth comes risk. If a single misstep could cost you clients, revenue, or even your reputation, how do you protect what you’ve built while continuing to scale with confidence?
In this episode, I sit down with Kieffer Rittenhouse, a 30-year commercial insurance broker and partner at Integrated Insurance Solutions, who specializes in protecting small to mid-sized businesses through smart agency risk management. Kieffer shares how he’s built decades-long client relationships by being an advocate, not just a vendor, and how applying the “Platinum Rule” can transform the way you serve and retain your clients.
We also explore real-world lessons around navigating team burnout, leveraging AI for smarter decisions, and putting systems in place that prevent costly setbacks. If you’re scaling to or beyond 7-figures, this conversation will help you rethink how you protect your agency’s growth while staying focused on what matters most: your clients and your people.
Books Mentioned
- Spark Brilliance by Jackie Insinger
- Can’t Hurt Me by David Goggins
To learn more from Kieffer Rittenhouse or connect with him directly, you can reach him at [email protected] or on his cell. His commitment to client advocacy and smarter risk management makes him a trusted advisor for entrepreneurs scaling with confidence.
Join Dr. William Attaway on the Catalytic Leadership podcast as he shares transformative insights to help high-performance entrepreneurs and agency owners achieve Clear-Minded Focus, Calm Control, and Confidence.
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Chapters
1. Introduction to Kiefer Rittenhouse (00:00:00)
2. Leadership Journey and Career Evolution (00:02:07)
3. Building Long-Term Client Relationships (00:04:01)
4. Shifting from Golden Rule to Platinum Rule (00:08:53)
5. Current Client Challenges in Transportation (00:11:43)
6. Embracing Technology and AI (00:16:39)
7. Advice to Younger Self (00:21:17)
8. Building the Right Team (00:23:38)
271 episodes