All things AI today as I speak with Torey Maerz the co-founder of Rocket Referrals turned Client Circle. We explore how AI can be used to better personal communication for companies while still keeping the human touch.
How do you guarantee an 8 to 1 ROI in your first year? It is all about the clients. Join me as I share my insights on the importance of client nurturing programs and analytics to maintain positive relationships.
Are you ready to take not just the big leap but the biggest one? I am excited to sit down with author and entrepreneur, Tim Gaspar, founder of the Gaspar Insurance Services, Inc. Listen in as we discuss the importance of pa…
What does the Ironman have to do with insurance? More than you may think. I sit down with Matt Crismore as he shares the challenges he faced while training for a full Ironman, emphasizing the importance of coaching to save …
Are you ready to revolutionize your approach to risk management and take your insurance business to new heights? Tune in as I explore the world of proactive risk management with Jesse Parenti, an expert in the insurance indu…
In this episode, I dive deep into the powerful Personal Vision Document created by my podcast partner, Joel Mackenzie. This tool is designed to help individuals plan and prepare for growth and success, with a focus on 3 main…
“If you don’t know why you do what you do, how can other people, including your team, possibly decide to follow you or join your team?” This week we are exploring the process of discovering and refining your core values,
Have you been wondering what other high performing Unstoppable Agents have been doing to create their success. This week, Joel McKinley and I take you behind the scenes and into the trenches to discuss some of the strategies…
“Say goodbye to the time-consuming and costly prospecting and cross-selling workflows of the past!” This week I am very excited to sit down with Liri Halperin Segal, the CEO and Founder of Le0 and her VP of Sales, Scott Ange…
David Bush “empowers success seekers to live their dreams and change their world by coaching them to overcome the barriers they face to achieve extraordinary results in every area of their lives.” Join me as I sit down with …
I am excited to have Kevin Donlin back to continue our conversation about client attraction and retention. If you missed our last episode with Kevin, please go back to Episode 199 for more golden nuggets. In part 2 of our …
Implementing the three P’s, (People, Process and Promotion) in the best ways to continue to grow her agency, create wealth, and have more freedom, won Erin Neill the audience vote for Implementer of the Year.
Today we are celebrating a milestone for the podcast, Episode 200!! We could not have done it without you, the listener, the UPP Team and of course, the support of the UPP Members. Our core purpose is really to impact peopl…
Kevin Donlin is a copywriter and marketing advisor who has helped clients all over North America increase their sales by more than $1 million on multiple occasions with direct mail and online marketing. Join us as Kevin shar…
Terren Moore, an Agricultural Insurance Specialist, joins me to discuss the importance of taking action and having a positive mindset in order to be successful in the insurance industry. Terren shares that his recent success…
In the last of the three-part episode, Joel and I uncover the last 10 of the Ritz Carlton Basics. They are a prime example of how uncompromising levels or excellence are the responsibility of every employee.
In our last episode, we discussed the three points of service; using the guest’s name, anticipation in compliance with guest needs, and a fond farewell. If you have not listened, I highly recommend going back before you dive…
Do you have rockstar team members? Well guest what? There are recruiters out there gunning for those team members. And they will get them if you are not investing enough time into your team. Joel joins me today as we discuss…
After operating an insurance agency for over 15 years and all of the inefficiency, Seth Zaremba realized how much the individual insurance agency was paying for in in their own daily operations. So he began to think about ho…
Do you know when life gets easier? It is when you get better. Joel McKinley joins me to discuss why people are finding failure more often than success, holding yourself accountable for being inconsistent and the importance …
Are you proactive or reactive? Do you have your plan for the day or are you just handling whatever is being thrown your way. One of the greatest tools at your disposal is your ability to “plan you plan”. Set your priorities…
If you want things to change, you’ve got to change. If you’re willing to change, everything will change for you. It’s really that simple. In this episode, I am going to introduce you to the three key questions that you need …
All we want is your higher achievement, your massive success and without knowing your numbers you cannot reach the heights that you deserve. In this episode, I am going to take you through the importance of getting your num…
Have you heard of the Living Benefits policy? This policy has been around for 20 years however the low number of agents that are aware of it is causing it to become the “Modern Life Insurance policy”. Join me as I talk wit…
