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Risk Management: Protect Clients and Scale With Confidence

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Manage episode 514899891 series 3386506
Content provided by Dr. William Attaway. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. William Attaway or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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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.

Connect with Dr. William Attaway:

  continue reading

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

Artwork
iconShare
 
Manage episode 514899891 series 3386506
Content provided by Dr. William Attaway. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. William Attaway or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

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.

Connect with Dr. William Attaway:

  continue reading

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

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