Monica Adwani on Creating a Community for Women in Insurance, Building a Virtual Assistant Business and Setting Goals

Coterie Insurance's And I Quote: Building Relationships with Independent Insurance Agents

Monica Adwani joins Coterie Insurance's podcast host, Ashleigh Burden for an insightful episode on entrepreneurship, work/life balance, serving communities and people, and setting goals.
Our podcast theme is "because relationships matter", and this episode truly highlights that from the start. Monica and Ashleigh both attended Cassidy Arbeli's Unburden Your Business networking event for women in insurance in October 2022 and stayed connected online. The dynamic they share during this conversation is very powerful and truly emphasizes the importance of building relationships in the insurance industry.

Monica is the Chief Operating Officer of BRZ Insurance and the Managing Partner at Savvital which offers virtual assistant solutions. Monica is also a leader in the insurance space, a speaker, and a host of her own podcast, Transcend with M.
In this episode of the And I Quote podcast, Ashleigh and Monica dive into the representation of women in the insurance space, the power behind showing up and serving specific communities, and setting goals for yourself in your personal and professional life.
Here is an overview of the topics covered in this episode:
0:00-0:40: Opening of And I Quote
0:40-3:10: Introduction of Monica
3:10-5:32: Introduction to Monica's businesses and how they got started
5:32-8:15: Diverse communities and providing services in other languages (Portuguese, Spanish, English)
8:15-10:20: Goal setting and managing work/life balance
10:20-14:51: Public speaking- how did you get started?
14:51-18:50: How do you prepare yourself when you are getting ready for a speaking event?
18:51-23:58: How did you get started with your podcast, Transcend with M?
23:59-25:16: Podcast Ending and thank-yous
25:17-25:50- Podcast Outro
Get more information about our guest, Monica Adwani:
Website: https://www.monicaadwani.com/
Facebook: https://www.facebook.com/transcendwithm/
Instagram: https://www.instagram.com/transcendwithm/
LinkedIn: https://www.linkedin.com/in/monicaadwani/
Podcast: https://www.monicaadwani.com/transcendwithm-podcast
Learn more about Coterie Insurance:
https://coterieinsurance.com/
Listen and subscribe to the And I Quote podcast on the platform you prefer to get your podcasts.
You can also learn more about Coterie's podcast on our website:
https://coterieinsurance.com/and-i-quote-podcast/
Follow our host, Ashleigh Burden on LinkedIn:
https://www.linkedin.com/in/ashleigh-burden/
Follow Coterie Insurance on LinkedIn:
https://www.linkedin.com/company/coterieinsure/