1 Take, Jeremy’s Journal V52424: Connecting the Dots with 3 Great Books!

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Hi everyone, it’s Jeremy from Ochsner Insurance, bringing you another one-take edition of Jeremy’s Journal for the week ending May 24th. This week has been a whirlwind, capped off by the Memorial Day holiday weekend, which will always hold a special place in my heart. Let’s dive into the lessons, challenges, and celebrations from this memorable week.

The Week That Was

This week has been a mix of zero marketing drops and a few phone calls, paired with a heavy load of service work and quoting for our clients. While this has kept us busy, it’s also highlighted the necessity of getting out there and connecting with our ideal prospects.

We had the pleasure of hosting a client at our office for a meeting that turned into a wonderful learning experience about their business journey. It’s always a blessing to connect deeply with our clients and understand their stories.

Diverse Opportunities

In addition to the usual insurance tasks, we handled some life insurance for an estate, showcasing the diversity of our week. It’s been a rewarding mix of activities, keeping us on our toes and continuously learning.

A Personal Milestone

On the 24th, we traveled to Northern California for our daughter’s wedding. It was an incredibly joyous occasion, giving my daughter away to her husband and celebrating with family and friends. These personal milestones remind us of the importance of balancing work with cherished moments.

Lessons and Insights

This week brought several insights, particularly around the need for an assistant. Podcasts led me to some fantastic books, like “Buy Back Your Time” by Dan Martell and “10x is Easier than 2x” by Dan Sullivan. The most impactful read for my wife and I together, though, has been “The Six Types of Working Genius” by Patrick Lencioni.

The Working Genius

“The Six Types of Working Genius” has been a game-changer for us. It highlights the need to hire someone competent in service roles and data entry, freeing up my time to focus on prospecting and growing the business. By shifting the 80% of tasks that are not in my sweet spot (Buy Back Your Time) to someone else, we can aim for 10x growth (10x is Easier than 2x).  All three books have come together for this discovery!

My wife and I needed a clear framework to discuss the type of people we need to hire.  “The Six Types of Working Genius” has provided this. It outlines six key types of working geniuses and explains the three ways work is done, giving us common ground to assess potential hires.

Gratitude and Moving Forward

I’m grateful to my wife for diving into this material with me, even amidst the chaos of preparing for our daughter’s wedding. Her dedication has been invaluable.


In summary, this week has been a mix of challenges and celebrations, with valuable lessons learned along the way. As we continue to grow, we’re committed to adapting, learning, and finding the right people to join our journey.

Thank you for tuning in to this week’s Jeremy’s Journal. Here’s to your success!

Best regards, Jeremy Ochsner

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