Episodes

Episode 160: The ONE THING You Must Bet On
May 28, 2022

Episode 160: The ONE THING You Must Bet On

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 share the strategies to help s...
Episode 159: Acre of Diamonds
May 21, 2022

Episode 159: Acre of Diamonds

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.
Episode 158: Training Your NEW Service Team Member
May 14, 2022

Episode 158: Training Your NEW Service Team Member

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 do you do that?
Episode 157: Nextdoor Ninja with Kim Angeli
May 7, 2022

Episode 157: Nextdoor Ninja with Kim Angeli

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,
Episode 156: BOLDER is Better with Selah Hirsch
April 30, 2022

Episode 156: BOLDER is Better with Selah Hirsch

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 build bigger, better,
Episode 155: Why People Buy from YOU with Bob Burg
April 23, 2022

Episode 155: Why People Buy from YOU with Bob Burg

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,
Episode 154: Driving Growth with Funcentives – Julie and Hauke Hansen
April 16, 2022

Episode 154: Driving Growth with Funcentives – Julie and Hauke Hansen

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 they wanted to drive their ...
Episode 153: Amazing Agency Legacy Continues with Monica Elsom
April 9, 2022

Episode 153: Amazing Agency Legacy Continues with Monica Elsom

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 story,
Episode 152: Softballs of Money with Tracy Henry and Rachel McClurg
April 2, 2022

Episode 152: Softballs of Money with Tracy Henry and Rachel McClurg

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.
Episode 151: C + F + D =
March 26, 2022

Episode 151: C + F + D =

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 capacity we have been accessin...
Episode 150: You Have a Duty and a Responsibility to Find More
March 19, 2022

Episode 150: You Have a Duty and a Responsibility to Find More

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 discuss completing the Goggins ...
Episode 149: Attracting Your Dream Clients
March 12, 2022

Episode 149: Attracting Your Dream Clients

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 you can reach them.
Episode 148: The Truth about First P Candidates (Encore)
March 5, 2022

Episode 148: The Truth about First P Candidates (Encore)

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 you define what you need to ...
Episode 147: The 120 Second Rule with Bradley Flowers and Scott Howell
Feb. 26, 2022

Episode 147: The 120 Second Rule with Bradley Flowers and Scott Howell

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 are going to impart some of...
Episode 146: Helping YOU Write Lots of High Net-Worth Business with Bob Klee
Feb. 19, 2022

Episode 146: Helping YOU Write Lots of High Net-Worth Business with Bob Klee

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 insurance coverage and is here...
Episode 145: Digital Mastery from the Agency Trenches with Matt “Matty” Lutes
Feb. 11, 2022

Episode 145: Digital Mastery from the Agency Trenches with Matt “Matty” Lutes

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 need to be implementing in or...
Episode 144: YOUR Numbers Don’t Lie with Aaron C. Stocks
Feb. 5, 2022

Episode 144: YOUR Numbers Don’t Lie with Aaron C. Stocks

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 C. Stocks.
Episode 143: New Team Member Reveals All with Anita Hernandez
Jan. 29, 2022

Episode 143: New Team Member Reveals All with Anita Hernandez

You have all heard me talk many times about the importance of your team, hiring the right people, and having everybody working towards the common vision of the agency.  And you may also wonder if I actually walk the talk. If you have,
Episode 142: T-E-A-M
Jan. 22, 2022

Episode 142: T-E-A-M

The definition of a team is together everybody achieves more. Even a team of two is a team and today I want to talk to you about how to bring your team together in order to work effectively on your business.
Episode 141: Your Massive Year-End Celebration
Jan. 15, 2022

Episode 141: Your Massive Year-End Celebration

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...
Episode 140: No Tech-Ups Allowed with James Laszko
Jan. 8, 2022

Episode 140: No Tech-Ups Allowed with James Laszko

If you don’t have the right PPE, cyber protection partners, and its partners standing by your side, it could devastate your business in a heartbeat. In this episode, I am excited to connect you all with James Laszko,
Episode 139: Check Your Scoreboard (Encore)
Jan. 1, 2022

Episode 139: Check Your Scoreboard (Encore)

Numbers don’t lie!  In any business, you need to know your numbers.  What are your attraction and retention rates?  Are you meeting the expectations of your goals?  Today I am going to share my journey to use our numbers to create our scoreboards as we...
Episode 138: Your Unstoppable Brand with Selah Hirsch
Dec. 25, 2021

Episode 138: Your Unstoppable Brand with Selah Hirsch

Brand Strategist, Selah Hirsch knows all about the importance of establishing your brand.  Are you able to talk about what you do, how you do it, and why it matters?  If not, then today’s episode is for you.  If you think you have it all established,
Episode 137: How to Get Everything You Want
Dec. 18, 2021

Episode 137: How to Get Everything You Want

What is in store for your future? The best way to determine your future is to start with your goals. In this episode, I talk about the actions you can take to help you get everything you want in the future, faster.