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Owned by Meagan

ProInsight

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Everything you need as a relationship-based professional to become a "Modern-Day Advisor," all while building a scalable and sellable business.

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11 contributions to ProInsight
The AI Jedi
Huge thank you to @RIck Janson for opening his AI Toolbox for us today! Linked below is the slide deck he used. https://writing-client-facing-co-hzsfsqj.gamma.site/
Upstream Model Slide Deck
What a great Mastermind today! I have posted the recording in the classroom module and linked the slide deck in there. I will also attached the slide deck to this post for you to all reference!
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Summer Is Separation Season
There’s a moment every year when the field thins out. Routines slip. Focus fades. Momentum stalls. That moment is now—and it’s exactly where the gap gets built. Summer is separation season. Not because you need to work harder. But because most people stop doing the simple things that matter. The small, intentional actions that stack into long-term advantage. So here’s the question: What are you willing to keep doing while others let up? This week, do the inch work: - Choose your separation hour. Lock one time block where you’re improving something critical—your systems, your outreach, your follow-up, your planning. What is most broken, that produces the most amount of ROI, that you can fix the fastest? Do THAT. - Tighten what you already know works. No reinvention. Just refinement. What needs one more layer of clarity or consistency? - Show up with purpose. Not noise. Not busywork. Make the call. Send the invite. Reinforce the relationship. - Track it. Don’t guess if you’re gaining ground—measure the inches. They matter. You don’t need a full overhaul. You just need to make forward movement while others drift. The difference won’t be visible today—but give it 30 days, and it’s undeniable. Let them coast. You build.
0 likes • Jun 17
Thanks for sharing Amy! You are right, I do find myself slipping a bit in the summer! I will follow these tips
Attention Real Estate Agents & Brokers!
Is Your Business Entity Costing You Thousands? 💸 Choosing the right business structure isn’t just a technical decision — it’s a profit strategy. The wrong entity could be draining your income through unnecessary taxes, missed deductions, or legal risk. ✅ Is your entity protecting your income—or leaking it? ✅ Are you maximizing every tax benefit available to you as an agent? ✅ Do you know what structure best fits your 1-year, 5-year, or retirement goals? Join us for a practical, eye-opening presentation that will help you: ✔ Understand the real impact your entity has on your bottom line ✔ Compare LLC, S-Corp, Sole Prop, and more—without the jargon ✔ Learn simple steps to confirm if your current setup is right for you ✔ Walk away with tips that could save you thousands in taxes this year, most of the Wrong Entity Webinar. June 17, 2025 9:00 - 9:30 am PDT Online Event Register here
0 likes • Jun 12
Sounds like a great event Renee! Make sure to join on Mastermind call today at 10am PT. You will see how aligned we are on these topics and we would love your input!
0 likes • Jun 12
@Renee Daggett I will also post the recording later this afternoon in the "ProInsight Network Mastermind" module under the classroom tab!
Build Your Local Network!
HERE is the google sheet we shared on our Mastermind today! Start by challendging yourself to have 10 local professionals in the next 30 days! Like Amy mentioned, it took her less than 30 days to get to 10 and that quickly grew to 40!
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Meagan Peer
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36points to level up
@meagan-peer-7032
Director of Client Success

Active 5h ago
Joined Apr 10, 2025
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