Insurance Revolutionized
Insurance Revolutionized
Cheree Sauer
Episode 7: Balancing It All - Kelly Racicot on Keeping Up With the Demands of Life and Business Without Losing Your Sanity
50 minutes Posted Jul 19, 2023 at 9:00 am.
] How Kelly got started in Insurance Industry
] How to set clear boundaries on your goals
] How to create work-life balance
] The importance of having a plan for the day
] Knowing what to say yes to and no to
] You don't have to do everything
The importance of asking for help
] Understanding that there are different seasons in life
] Advice for women in the Insurance Industry
0:00
50:30
Download MP3
Show notes
Kelly Racicot is the Owner of Hometown Retirement Specialists, LLC and Hometown Wealth Advisors. Her firm focuses on working with those who are retired or are planning to retire within the next 5-years. Her areas of specialty include all aspects of retirement planning - Medicare, Long Term Care, Life Insurance, Estate Strategies, Tax Strategies, and Income Planning. Kelly opened her office in 2021 in the town she grew up in. Kelly enjoys her hometown roots and being a service to her community. Kelly currently lives just outside of Pittsburgh, PA with her husband, children, and 3 Great Danes.
→ Key Takeaways:
Don't sacrifice more than you're willing. We don't set out ahead of time to sacrifice our health, family, or relationship, but it can so easily happen if you don't manage your time or set boundaries
Define your version of success, whatever that is, and work towards it. Develop a plan that will get you there
Burnout occurs when you're reactive to circumstances instead of being proactive and leading with intention
Focus on the things that matter. We often get bogged down with the minutiae of busy work that doesn't even produce a result for our business, team, or clients
→ Key Moments:
[
[
[
[
[
[
[
[
[
→ Follow Kelly Racicot -
Email: ⁠[email protected]
Facebook: ⁠https://www.facebook.com/yourHRSagent⁠
Instagram: ⁠https://www.instagram.com/yourhrsagent/⁠
Website: ⁠https://yourhrsagent.com/⁠
→ Thank you for listening to this episode! If you liked it, share it, leave a review, or subscribe.
→ Learn more about Success Without Sacrifice at ⁠https://linktr.ee/successwithoutsacrifice⁠We're on a mission to help women in insurance bridge the gap and align business, life, and leadership.
→ If you'd like to be a guest speaker on the Insurance Revolutionized Podcast, please email us at ⁠[email protected]⁠ 
→ Are you ready to take your business to new heights while maintaining balance and focus on your own self-care? Join us this October 2023 for our exclusive mastermind designed specifically for female insurance agency owners. It's time you took the first step towards achieving your goals while living a well-balanced and fulfilling life! Learn more -⁠ ⁠https://bit.ly/swsmastermind⁠⁠
---
Send in a voice message: https://podcasters.spotify.com/pod/show/insurancerevolutionized/message