Episodes

Feb. 18, 2023

Episode 198: ACTION with Terren Moore

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 was due to a shift in minds...
Feb. 11, 2023

Episode 197: Excellence Wins (Part 3)

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.
Feb. 4, 2023

Episode 196: Excellence Wins (Part 2)

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 into this episode.
Jan. 28, 2023

Episode 195: Excellence Wins (Part 1)

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 the ever-important role of ...
Jan. 21, 2023

Episode 194: Show Me the DATA! – Seth Zaremba

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 how we are uniquely positioned...
Jan. 14, 2023

Episode 193: The Number One Reason Why People Fail

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 of creating daily habits to ...
Jan. 7, 2023

Episode 192: Become a Disciple of Discipline

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 for the day and move forwar...
Dec. 31, 2022

Episode 191: Your Massive Year-End Celebration (encore)

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 to start with and keep in mi...
Dec. 24, 2022

Episode 190: Your Numbers Tell the Truth

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 numbers together consistency an...
Dec. 17, 2022

Episode 189: The Modern Life Insurance Policy with Vytas Skapcevicius and Samuel Howe

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 with Samuel Howe and Vytas Skap...
Dec. 10, 2022

Episode 188: Your Largest Asset and You with Carey Wallace

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 of an agency.
Dec. 3, 2022

Episode 187: Brand Building Myth Busters with Selah Hirsch

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 demystify some of the myths that...
Nov. 26, 2022

Episode 186: What Are You Thankful For?

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.
Nov. 19, 2022

Episode 185: Your Agency is Worth What? with Jon Persky

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 business.  Today’s guest,
Nov. 12, 2022

Episode 184: The 3 Cs of Your Agency Success

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 these fundamentals to the fo...
Nov. 5, 2022

Episode 183: Speaking the Same Language with Billy R. Williams, PhD

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 this episode,
Oct. 29, 2022

Episode 182: The Vault Revealed

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.  And if that is not enough,
Oct. 22, 2022

Episode 181: Agency Culture by Design with Patrick O’Neill

“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.
Oct. 15, 2022

Episode 180: Innovation Leads to Business Breakthroughs with Terry Rich

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 one billion dollars.
Oct. 8, 2022

Episode 179: Agency Wealth Secrets Revealed

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 opportunities,
Oct. 1, 2022

Episode 178: Massive Agency Growth with The What If Girl, Kelley Herrin

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 the first 12 months,
Sept. 24, 2022

Episode 177: The ONE THING You Must know to Win

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 him and what he does as we g...
Sept. 17, 2022

Episode 176: The Unfair Advantage with James Jenkins

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 all the difference for his ins...
Sept. 10, 2022

Episode 175: Where There Is NO Vision, People Perish with Anthea Mumby

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 need for any business to ha...