164: Find your passion - with Lisa Dregne

About Lisa Dregne

Lisa Dregne founded Yorkshire Insurance Advisors, LLC after being in the industry for seven years and she saw a need to provide individuals, couples and small businesses with comprehensive insurance planning either directly, or preferably in collaboration with their financial advisor, CPA or attorney. Although all areas of insurance are equally important to Lisa, her passion has been working with individuals/families on their long-term care planning.

 

Has the ability to purchase insurance online replaced the need for an independent professional?

“Definitely not. Um, and that's a common misconception is that insurance is a commodity, that it's the same no matter where you get it.”

 

Do business cards still have a place in marketing yourself?

“Absolutely. And the reason I say that as I've gotten a lot of feedback from, individuals that I've been working with, colleagues that they really like my business card, they actually remembered me.”

 

Have you used LinkedIn to help you network?

“It's actually been my number one resource for networking past those initial people that you already knew.”

 

Can you share with me your most successful or favorite networking story/experience that you’ve had?

“My favorite one, it was actually about a month ago is how it initiated with somebody. I had used to work with an advisor, and we got together for coffee at Starbucks, my favorite place to get together…”

 

How do you stay in front of or best nurture your network community?

“So, as I build my network, I am looking to try and at least keep in touch with the prospects, the best prospects once a month on with a personal touch, whether it's a phone call or an email, just with some tidbit of information I think would be helpful.”

 

What advice do you have for the professional on growing their network?

“I guess leverage the relationships you have and don't be afraid to ask for those names and referrals primarily because if you are passionate about what you do and you believe in what you do, other people will help you.”

 

Digital networking or traditional networking?

“Definitely the traditional networking in my particular space, insurance planning is a very personal thing. I'm also a certified financial planner, meaning that I've got that financial background.”

 

If you could go back 20 years, what would you tell yourself to do more or less of regarding your career?

“That was an easy one. Now that I've found my passion, I really wish I had looked for my passion sooner. I ended up coming back to the state of Wisconsin…”

 

What book are you reading right now?

“I primarily read. There's a journal for long term care insurance specifically in it. It gives a lot of wonderful stories and helpful tips on how to present long term care to clients in a way that doesn't make it sound like you're selling something. Just pure education.”

 

Any final words of advice for our listeners?

“Never stop. Don't be afraid of it. I was in the beginning and now it's just so much fun. I have loved meeting so many different individuals and just networking. It's, it's funny, it ends up being a pretty small world the more you do it.”

 

You can get in contact with Lisa at:

LinkedIn: Click Here

Phone: (262) 366-2702

Email: Lisa@yorkshireinsurance.com