Heritage’s partner and financial planner, Stacey Spedden-Irrgang, was interviewed by Authority Magazine’s Jason Hartman. The interview provides insight into Stacey’s career, giving details on high and low points and when she began to see success. It also highlights Stacey’s knowledge as an “insurance insider.”

Read below for snippets of Stacey’s answers from her appearance:

Are you able to identify a “tipping point” in your career when you started to see success? Did you start doing anything different? Is there a takeaway or lessons that others can learn from that?

2008 was my tipping point. We were in the midst of a full financial crisis and I started working with a business coach, which I had never done before. I had even contemplated getting out of the business altogether. From then on, I made a drastic change and looked at managing my practice in a different way. Working smarter not harder, diagnosing my practice, tracking every type of activity and learning to manage my time more efficiently.

Let’s now shift to the main focus of our discussion. As an “insurance insider”, you know much more about insurance than most consumers. If your loved one wanted to buy a policy from another person, which 5 things would you advise them to find out about before committing to a policy? Can you give an example or story for each?

The five main points I would say are most important to ensure my loved one understood prior to shopping for coverage would be: What type of insurance is most suitable given their current situation? How much is actually necessary? The proper titling of the policy, length of coverage and the main purpose of the insurance.

None of us are able to achieve success without some help along the way. Is there a particular person who you are grateful towards who helped get you to where you are? Can you share a story about that?

The person I would give credit to for my personal situation is Alyse Holstein. She took great interest in me when I first started in the business and really taught me the fundamentals of how to sell. She was the most determined female I had ever looked up to and one of the very few overall in this business. One thing she instilled in me is how to take what a client said they envisioned in the meeting to what I knew they actually needed and make it come to fruition for them.

To read the full interview with Stacey, click Here

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