Over 23+ years, the referral programs developed in our insurance agency business were at the core of generating more than $49 million dollars in sales. In this episode AND at the 2022 Be Unstoppable Bootcamp,
20 years ago, I had the benefit of going to a session to learn about becoming a greater Insurance Agency entrepreneur. The session was conducted was John Jakes and talked about identifying your weakest link every quarter and…
With a mission to modernize insurance’s financial infrastructure, Ascend’s co-founder, Andrew Wynn, joins me to discuss not only how Ascend can help you grow your business and create wealth so that you have more freedom,
Cultural transformation. The culture of your business is changing, and you need to meet it head-on to adapt and continue to grow your business. In this episode, I will discuss some key ways to help you transform your busin…
How close attention do you pay to your numbers? You cannot understand your true profitability if you don’t know your numbers. In this episode, I am going to take you through some of our most profitable years, looking specifi…
Can 45 days really change your life as an agent, personally and professionally? Forever? Too often we let setbacks bring us down rather than using them as a learning experience. So I pose you this question “What would you d…
At UPP we coach leaders through the skills of recruiting, interviewing, hiring, onboarding, training, motivation, and one of the most important skills, accountability. When you have accountability, you have responsibility.
Are you a glass is half empty or half full type of person? Today I am going to be talking to you about your “Pattitude”, your Positive Attitude. How you view the world and yourself changes your outcomes and I am going to sh…
Are you scrabbling around for new clientele or are you taking advantage of the prospects that are already in front of you? Too often we let slip through our hands the opportunities to expand what we already have.
If you want to have a world-class business, you have to have a world-class team. The two ways to ensure this, are through leadership and training. Today’s topic is focusing on training, specifically client retention. How d…
With 15+ years of experience as an independent insurance agency entrepreneur, Kim Angeli knows the importance of connection in creating a successful business. One of the more underutilized methods to do this is Nextdoor,
The conversation is going to flow in this week’s episode as I am joined once again by the incomparable Selah Hirsch. Selah brings magnetic energy and vision to help business owners and leaders break out of the generic and b…
Over 23+ years, the referral programs developed in our insurance agency business were at the core of generating more than $49 million dollars in sales. In this episode AND at the 2022 Be Unstoppable Bootcamp,
One of the main factors of growing your business’s success is having the right people on your team. But even then that might not be enough to keep everybody in alignment with your vision. Julie and Hauke Hansen knew that if…
Over the last 35+ years as a proud independent insurance agent, I’ve met so many amazing people and agents across North America who have simply incredible business stories. After I learned more about Monica Elsom and her sto…
Join me today with two special guests, Tracy Henry and Rachel McClurg, from the Pacific Interstate Insurance Brokers. Whether you are an established agency or just getting started PiiB can help you succeed.
When you access that extra capacity within you and realize that it has always been with you, that is when you realize that you have been making up excuses in your mind. Recently I have been realizing how little of our capa…
What does a four-mile run every four hours for 48 hours have to do with managing an insurance company? More than you think. Join me today in a roundtable discussion with Patty Lares, Bill Butler, and Chris Paradiso as we dis…
The goal of every agency is to write plans for your ideal dream client, no matter what your niche is. In this episode, I am going to help you gain the insight and clarity to define what your dream client looks like and how …
Employee recruitment can be a frustrating process. In this episode, I am going to take you through the musts of the interview process. Whether you are an experienced interviewer or just starting out, this episode will help …
Fellow podcasters and insurance gurus, Scott Howell and Bradley Flowers have joined me in this week’s episode. Scott and Bradley both have a strong understanding of what it means to run an insurance business and today they…
Have you been wanting to break into the high net-worth space but not sure where to start or your there but not sure if all your bases are covered? Bob Klee, Kelly Klee Insurance, has extensive experience in high net-worth in…
You know that your online presence is essential in today’s business market and today we are excited to bring you Matt Lutes from the Dickerson Agency. He is here to share with you some of the important strategies that you n…
You have heard me say many times that your numbers don’t lie and for the first time ever I am bringing you the guy that will demonstrate just how important that statement is. This week I am excited to introduce you to Aaron …
