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Donna Robertson: Navigating the Insurance Frontier – A Journey of Growth, Virtual Assistants, and Future Visions
Manage episode 395665032 series 3547072
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Join us in the latest episode of Insert Buzzword as we dive into the dynamic world of insurance broking with Donna Robertson. Celebrating her fifth year in the industry, Donna shares her journey from setting up her own insurance-broking business to navigating the challenges and triumphs of entrepreneurship.
In this engaging episode:
🌟 Donna reflects on completing her fourth year of financial trading and the exciting transition to year five.
🏢 She unveils the success story behind establishing her insurance-broking business in 2019, highlighting the pivotal moments in her growth.
💡 Discover the game-changing impact of virtual assistants on Donna's productivity and efficiency, offering insights into the selection process, engagement, and the transformative role they play.
📈 With a team of two full-time employees and two virtual assistants, Donna provides a glimpse into the expansion of her business and the challenges of maintaining a work-life balance.
🚀 The discussion explores the proactive role the insurance industry should adopt, shedding light on Donna's vision for a more customer-centric and forward-thinking approach.
🌍 As Donna shares her aspirations for the future, including supporting the local business community and contributing to the evolution of the insurance industry, discover her passion for making insurance more accessible and understandable.
Tune in as hosts Trystan, Jeremie, and Donna engage in a candid conversation, offering valuable insights for both budding entrepreneurs and those curious about the intricacies of the insurance landscape.
Don't miss this enlightening episode that goes beyond the buzzwords, providing genuine advice and a glimpse into the life and experiences of Donna Robertson in the world of insurance broking. Subscribe now and join us on Insert Buzzword! 🎧
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