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Billy Potter, CEO, Snellings Walters Insurance Agency

March 15, 2022 by John Ray

Snellings Walters
North Fulton Business Radio
Billy Potter, CEO, Snellings Walters Insurance Agency
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Snellings Walters

Billy Potter, CEO, Snellings Walters Insurance Agency (North Fulton Business Radio, Episode 440)

Billy Potter is the newly named CEO of Snellings Walters Insurance Agency. He joined host John Ray to chart his ten-year history with Snellings Walters and celebrate the firm’s culture and evolution. Billy also discussed the firm’s embrace of EOS (Entrepreneurial Operating System) and how it has impacted their business, why he thinks his personal growth has been so positively influenced by his time at Snellings Walters, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Snellings Walters Insurance Agency

Snellings Walters has been providing honest advice & protecting what you value most for more than 69 years. They are the smartest way to protect your business & family. They identify the critical issues facing your company. Survival of your business requires managing risks. In today’s environment, these risks are rapidly changing and becoming more complex. They have built a customizable platform to provide you with the security you need.

Company website | LinkedIn | Twitter 

Billy Potter, CEO, Snellings Walters Insurance Agency

Billy Potter, CEO, Snellings Walters Insurance Agency

Billy Potter’s career in insurance spans more than two decades. In 2011, he joined Snellings Walters to head the Employee Benefits Division and quickly proved to be an effective consultant. His superior consultation contributed to his winning various awards within the agency, and in 2018, he was nationally recognized as “Broker of the Year” by BenefitsPRO Magazine.

His reputation as both a top consultant and engaged team leader resulted in an invitation to become an owner at Snellings Walters in 2018. As Chief Sales Officer, Potter led his team to produce record sales for the agency. The combination of his knowledge, experience, character, and passion resulted in his transition to Chief Executive Officer in 2022.

In addition to his expertise and technical know-how, Billy’s personal philosophy aligns with the core values that drive the Snellings Walters vision: engagement, accountability, curiosity, and authenticity.

By cultivating and nurturing an agency culture that allows its employees to feel empowered and supported, Billy’s mission is to inspire the next generation of successful businesspeople at Snellings Walters and beyond.

LinkedIn

Questions and Topics in this Interview:

  • What is your background and how has it led to your new role?
  • What makes Snellings Walters stand out among other typical insurance agency environments?
  • Looking beyond the resume to provide opportunities to people who might not otherwise have a chance in the industry.
  • Talk about the value of investing in and empowering your employees.
  • What are your goals for the future of Snellings Walters?
  • How does your “values-based culture” fit into achieving those goals?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

 

Tagged With: A&S Culinary Concepts, Billy Potter, commercial insurance, EOS Model, insurance, insurance agency, North Fulton Business Radio, renasant bank, Snellings Walters, Snellings Walters Insurance Agency

BUSINESS SOLUTIONS with Scott McIntosh Chairman of the Board for Conscious Capitalism Arizona

March 16, 2018 by Karen

Phoenix Business Radio
Phoenix Business Radio
BUSINESS SOLUTIONS with Scott McIntosh Chairman of the Board for Conscious Capitalism Arizona
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BUSINESS SOLUTIONS with Scott McIntosh Chairman of the Board for Conscious Capitalism Arizona

Scott McIntosh, Angel Entrepreneur and Co-Founder, MAC6

Following an early career focused on underground mining engineering, operations and construction, Scott grew McIntosh Engineering to become a preeminent worldwide engineering, design and project management firm focused on providing deep underground mining services to large international mining companies.  After growing to $50+ Million in annual revenue and 280 worldwide employees, McIntosh Engineering was acquired in 2008 and Scott began his exploration for what’s next.

What’s next is Advocating Capitalism as a Force for Good through MAC6 and Conscious Capitalism Arizona (CCAZ).

  • MAC6 builds better communities where people and businesses thrive.  Founded by Scott and his son Kyle in 2011.  Current operations include a 10,000 ft2 state of the art Conscious Workspace, 50,000 ft2 of quiet occupancy office space, and a 38,000 ft2 light manufacturing facility in support of early stage businesses that adopt the principals of Conscious Capitalism to achieve long term sustainable growth.
  • Conscious Capitalism Arizona was founded by Scott in 2012 as the 3rd Chapter in the world, following only Chicago and Australia.  Now CCAZ is part of a truly global movement with 40 total chapters including 10 international locations.

Conscious Capitalism Arizona (CCAZ)

We believe that free enterprise capitalism has served to lift more people out of poverty than any other socio-economic system ever conceived – empowering social cooperation, human progress, and elevating humanity.  Globally, Conscious Capitalism is an idea, a movement, an approach to conducting business and an organization dedicated to advancing all of these.  Conscious Capitalism exists to elevate humanity.

The future of business in Arizona lies with an upcoming generation of consumers, business leaders and employees preparing to make a difference in the world.  We (CCAZ) are passionate about giving them the tools and principles they will need to become the generation that eliminates poverty and elevates humanity.  Conscious Capitalism Arizona is working with business and academic leaders to:

    • Create a library of over 1,000 stories of business as a force for good.
    • Touch the lives and shift the thinking of 100,000+ students with our educational programs.
    • Develop Arizona programs that are replicated nationally and globally.

Conscious Capitalism International
Conscious Capitalism Arizona
CCAZ Facebook – @ConsciousCapitalismAZ
CCAZ Twitter @AZConsciousCap

  • ABOUT YOUR BUSINESS SOLUTIONS RADIO HOST

    In 2014, Jon Deiter was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team.

    He also came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS!  He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS.  He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.

    EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.

    Jon has worked for over 30 years in leadership/management positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies.  He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he has worked as a licensed CPA with Accreditation in Business Valuation and Certified Global Management Accountant.  He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.

    His leadership career in manufacturing, distribution and service businesses, along with experience as both a user and implementer of EOS, give Jon a unique perspective to pursue his passion of helping business owners and leadership teams achieve all they want from their business.

    Jon is active in the Conscious Capitalism movement and is a founding member and Treasurer of the Arizona Chapter of Conscious Capitalism.  Jon lives in Chandler, Arizona with his wife Julie, having moved to Arizona from Chicago suburbs in 2003.

    www.linkedin.com/in/jondeitereosimplementer
    www.eosworldwide.com
    www.consciouscapitalismaz.com
    Jon’s Direct Line: 480-760-5809

Tagged With: Conscious Capitalism Arizona Chapter, EOS, EOS Implementation, EOS Model, MAC6, Mac6 Communities, mac6 lunch and learn, Professional EOS Implementer, Scott McIntosh

The Entrepreneurial Operating System with EOS Implementer Jon Deiter

November 30, 2017 by Karen

Phoenix Business Radio
Phoenix Business Radio
The Entrepreneurial Operating System with EOS Implementer Jon Deiter
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THE ENTREPRENEURIAL OPERATING SYSTEM WITH EOS IMPLEMENTER JON DEITER

Jon Deiter has worked for over 30 years in leadership positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies.  He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he is a CPA with Accreditation in Business Valuation and Certified Global Management Accountant.  He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.

In 2014, Jon was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team

Jon came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS!  He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS.  He is no longer a practicing CPA and is focusing 100% of his time on his passion.  He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.  

EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.  Jon’s leadership career in manufacturing, distribution and service businesses, along with experience as both a user and implementer of EOS, give him a unique perspective to pursue his passion of helping business owners and leadership teams achieve all they want from their business.

Jon lives in Chandler, Arizona with his wife Julie, having moved to Arizona from Chicago suburbs in 2003.

www.linkedin.com/in/jondeitereosimplementer
www.eosworldwide.com
www.consciouscapitalismaz.com
Jon’s Direct Line: 480-760-5809

ABOUT YOUR CO-HOST

Joe Pusz started THE PMO SQUAD to bring real world PMO Leadership experience to the consulting space and to advocate for Project Management through his blog PMO JOE.com. The old saying is “Do what you love and you’ll never work a day in your life.” Following this mindset Joe left Corporate America in 2013 to start THE PMO SQUAD and work with fellow Natural Born Project Managers to advance Project Management Best Practices one client at a time.

 

Tagged With: Conscious Capitalism Arizona Chapter, Conscious Leadership, Consious culture, Core Focus, core processes, core values, data component, effective meetings, efficient meetings, Eliances, EOS Implementation, EOS Implementer, EOS Model, Everybody Matters, financial scorecard, Focus Day, Gino Wickman, Global PMO, great meetings, growing a business, healthy business, how to be a great boss, how to be a great leader, how to be a great manager, IDS, issues component, issues list, Kyle McIntosh, leading indicators for successful businesses, Ledership Management and accountabilty Tool, level 10 meeting, LMA Tool, MAC6, management system, marketing strategy, Measurables, Meeting Pulse, people component, PHoenix Zoo, PMO, PMO JOE, PMO Sqaud, PMOJOE, process component, process documentation, Professional EOS Implementer, project management, Project Management 101, project management execution, proven process, Quarterly Collaboration Exchange, rocks, scorecard, Scott McIntosh, solving issues, strategic planning sessions, THE PMO SQUAD, Traction, traction component, traction tools, Vision Building Process, Vision Building Tools, vision component, Vision Traction Organizer, VTO

Business RadioX ® Network


 

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