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…
Carey Wallace of Agency Focus LLC is here to talk about how you as an agency owner, can best prepare for the transition of your agency and some of the biggest misconceptions that people have about transitioning the ownership…
Do you understand your brand? Do you know what it is conveying? A brand is more than a logo, it is a message of who you are as company. Selah Hirsch is back in the studio to discuss what a brand is, what it is not and demy…
As we move into this thanksgiving weekend, I am joined by three of my amazing teammates, Andrea Wyatt, Anita Hernandez, and Joel McKinley. We wanted to share a special celebration of thankfulness and gratitude with you.
From the time that you launch your business, you need to plan for your exit, whether it be retirement or starting a new chapter in your story. One of the biggest issues that owners have is knowing the value of their busines…
Your Culture and Correct Communication are the fundamentals that are needed in order to have a successful agency. Joel joins me to talk about these 3 Cs and uncover the nine modules that UPP has developed to help you bring …
Do you feel that you have different roles and responsibilities than other agency counterparts? Are you consistent in your expectations and strategies so that everybody within your agency is speaking the same language? In thi…
Back by popular demand, Joel joins me again this time for a share and tell session about things going on inside of the UPP circles. Listen as we talk about onboarding, leadership, culture and designing your ideal client. A…
“Vision is the art of seeing what is invisible to others.” — Jonathan Swift Today’s guest excels at just that. Patrick O’Neill joins me to discuss their intentional choice to address their culture and make it better.
Terry Rich is a disruptive innovator and entrepreneur with a drive for integrity and honesty. He’s worked in the trenches, survived the new business trends and had success with generational changes. Oh, and he’s given away …
Over a 10-year period, 90% of your clients will leave if you only have one insurance policy with them. With two policies this decreases to 38% and with three or more it is 10%. If you were to review your missed opportunitie…
Small choices plus consistency plus time equals massive results. Our guest, Kelley Herrin, took our concept of doing three things every day, times five days a week, times 50 weeks a year to achieve 750 new injections in just…
Episode partner, Joel McKinley, joins me today. I have had several requests to bring Joel on and you can only get it if you ask. Those who work with us, know Joel and if you don’t, well you are going to learn more about hi…
James Jenkins of RiskWell is looking for unfair advantages anywhere he can find them. It’s all about finding opportunities that are not on the carrier hitlist. Join James and I as we discuss his niche and how it has made al…
Why is having a vision so important? Why should you invest any time in setting the vision for your agency? This week I am joined by Anthea Mumby, the Founder of Dream Team Consulting. Join us in our conversation about the n…
“Over communicating to your team is crucial. It doesn’t matter if you have one person or 100 people in your team.” – Marc Sparks You have your goals set, your vision established, and your scorecard prepared but does your tea…
Do you feel like you have a partnership with your clients? In this episode, I am going to share with you a system that we have been using for a couple of decades called the promotional, automatic nurturing system. In essence…
Learning to lead tough but essential conversations. Today, I will share with you one of the most difficult, but vital aspects you need to learn as a leader: the fine art of navigating tough conversations. These are the cruci…
In this week’s episode, I’m going to bring you some updated ways of thinking about strategies and everything else concerning a very simple principle, the 80/20 rule. Based on the Pareto principle, these tactics can help you…
What’s the biggest mistake you’ve made over the past year, or year and a half? I was in a room with entrepreneurs who generate over $1 billion in annual revenue and that question was one of the most important when it came t…
What’s the biggest mistake you’ve made over the past year, or year and a half? I was in a room with entrepreneurs who generate over $1 billion in annual revenue and that question was one of the most important when it came t…
“Time is the great equalizer, and you will never be able to get back the time that you lost; that you wasted.” I am always looking for ways to improve my productivity and make the most of my time. Recently,
Finding the right talent for your agency has become increasingly harder over the past few years. Companies are spending more time and money on recruiting only to have 1 in three candidates arrive for the interview. Andy Art…
