An Interview with David Petersen (Owner, Specialist in Medicare) – Petersen Financial Services

by | Mar 17, 2021 | Business

Q – Kindly give readers an introduction to your business. Please include what your business is all about, in which city you are located and if you have offices in multiple locations/ cities.
Medicare and Life Insurance for Arizonans with an office in Mesa, AZ.

Q – Give us a brief description of yourself (it should include your brief educational or entrepreneurial background and list some of your major achievements).
40 plus years offering Medicare and Life insurance Plans.

Q – What inspired you to (start a new business venture) or (to make significant changes in an existing business)?
Desire to help the many seniors turning 65 each day.

Q – How did the idea for your business come about?
40 years experience.

Q – Who has been your greatest inspiration?
Helping my members receive All the benefits they deserve.

Q – What makes you different from other businesses in your industry?
Experience Experience 40 years Experience.

Q – To what do you most attribute to your success?
Sensitivity and Thoroughness.

Q – What do you think is the best way to achieve long-term success in business?

Q – Where you see yourself and your business in 5 – 10 years?
Assisting my members.

Q – Excluding yours, what company or business do you admire the most?
Foster Parenting Groups.

Q – Who is your target demographic?

Q – Please list 3-5 talking points about your business that you feel are most relevant to your target audience.
Having choices for your benefits, having attentiveness to member’s needs after the sale.

Q – What are your overall thoughts on your industry? Any advice you could give people about your industry?
There are many choices therefore an independent agent is the only one that allows you to find out your best choice.

Q – Is your business involved with any charitable organizations, social causes, or non-profit work?
Yes- Character Building for Families and Criminal Justice Reforms.

Q – How do you give back and support your community?
Educational training seminars.

Q – How important have good employees been to your success?

Q – What motivates you?
Thoroughness and Awareness.

Q – How do you generate new ideas?
Through continuous and ongoing education.

Q – How do you define success?
Good relationships with my family and my customers.

Q – How do you build a successful customer base?

Q – What is your favorite aspect of being an entrepreneur?
Attracting new customers.

Q – What has been your most satisfying moment in business?
Receiving referrals from my members who feel they were given the best benefits and service.

Q – What kind of culture exists in your organization? How did you establish this tone and why did you institute this particular type of culture?
Persons of Good Character.

Q – If you had the chance to start your career over again, what would you do differently?
Better service through more communications.

Q – What is your greatest fear in business, and how do you manage fear?
Faith and Initiative.

Q – How did you decide on the location for your business?
My Home town.

Q – If you could talk to one person from history, who would it be and why?
Abraham Lincoln.

Q – What book has inspired you the most (or what is your favorite book)?

Q – What sacrifices have you had to make to be a successful entrepreneur?
Many hours of traveling throughout my state.

Q – What would you say are the top three skills needed to be a successful entrepreneur?

Q – What three pieces of advice would you give to entrepreneurs looking to get started in your industry?

Q – Do you believe there is some sort of pattern or formula to becoming a successful entrepreneur?

Q – What do you feel is the major difference between entrepreneurs and those who work for someone else?

Latest Articles