Episodes

April 17, 2021

Episode 104: Slam the Back Door Shut

In today’s episode, I want to talk about slamming your back door shut. What does that mean?  While you are focused on getting new clients and obtaining new ventures, you may have clients slowly and quietly slipping out the back door.
April 10, 2021

Episode 103: Tapatio Reveals All

We are very excited to have today’s guest, UPP’s rock, Andrea Wyatt.  Andrea and I have been working together for the past 11 years and those in our program know that she is an invaluable asset.  In today’s episode,
April 3, 2021

Episode 102: The Elusive Second ‘P’

Now that you’ve all the right people on your bus, you need to start building your world-class processes for your team of A-Players to work within. Regardless of what industry you are in, or the type of customers you serve,
March 20, 2021

Episode 101: 100% of the Marketplace

There is a lot of noise out there when it comes to advertising and attracting clients to your agency.  Today we are going to discuss reaching 100% of the market 100% of the ways. Listen as we explore how to communicate your message and create interes...
March 13, 2021

Episode 100: Secret Habits of UPP Agent Success and Achievement with Bill Butler

I am so excited to have reached our 100th episode and there is still so much to come.  In today’s episode, I could not be more excited to have returning guest, Bill Butler.  Bill has been a Platinum Coaching Member since 2015 when James Malinchak tol...
March 6, 2021

Episode 99: Numbers Don’t Lie

At the beginning and at the end of each day there is just one thing that you need to be aware of on a consistent basis, and that is your numbers because as the title of this episode says, Numbers Don’t Lie.
Feb. 27, 2021

Episode 98: The Winning Mindset (Encore)

If you were to ask me today what is the number one thing we need to make sure you are on game all the time, that answer would and always will be, the winning mindset.  There is nothing we need more to lead ourselves, our teams,
Feb. 20, 2021

Episode 97: Put a Fence Around Your Herd with Monthly Newsletters

I have said time and time again, “If you want to reach 100% of the marketplace, you have to use 100% of the ways”.  We have discussed many avenues to do so, but one that has been swirling around the agencies lately has been the topic of monthly newsl...
Feb. 13, 2021

Episode 96: Making the Donuts with Bradley Flowers

In this week’s episode, I am excited to be joined by Bradley Flowers.   Brad is not only the owner of Portal Insurance, a nationally recognized insurance agency, but he also helps other agents with this podcast, The Insurance Guys.
Feb. 6, 2021

Episode 95: The ORIGINAL IA App

Matt Aaron entered the app creation world early on knowing that it was going to become the large successful market it is today.  During an incident that made him realize that there was potential in the InsureTech business,
Jan. 30, 2021

Episode 94: What You Don’t Know Will Cost You Millions

Ron Shroyer believes in helping agencies adopt better ways to manage and grow their business. I have been in conversation with Ron about what his newest product, DONNA, an artificial intelligence and data analytics platform for independent agencies.
Jan. 23, 2021

Episode 93: Your Pause Cast (Encore)

In this week’s episode I want to share with you the strategy of the pause and how it can be a powerful tool when used properly.  I’ve learned the psychology of why it’s important, and at what moment it’s important to pause, and let them digest it,
Jan. 16, 2021

Episode 92: Uncommon Protégé In A Common Environment

Sales is not just about knowing your product, it is about being confident, being noticeable, and most importantly, it is about the relationship with the client. Author, trainer, mentor and speaker, David Carothers joins me today on the podcast to talk ...
Jan. 9, 2021

Episode 91: The VIG Way Leads to Profits

Jose Villa had the dream that he wanted to build a legacy and he has done just that. Jose is one of our high performing Platinum Coaching Members and he is here to share how he and his wife built the agency they have today through innovation and techno...
Jan. 2, 2021

Episode 90: Authenticity (Encore Episode)

This episode originally aired July 16, 2019 Today we are going to be talking about a topic that seems to come up again, and again, and again.  And it answers the question, the age-old marketing question… “Why should people do business with you over any...
Dec. 26, 2020

Episode 89: Achieving Success with Kevin Eastman (Encore Episode)

This episode originally aired on Sept 14, 2019. Known as a thought leader in the basketball and sports worlds, Kevin Eastman is now an engaging speaker who inspires a wide range of audiences, from sports teams to diverse corporate groups.
Dec. 19, 2020

Episode 88: Light a Fire INSIDE Them

In this episode, I am excited to celebrate not just my team but every team out there.  Without a motivated and inspired team, none of us would be able to reach the successes we have achieved. Today we are going to talk how we do it here and hopefully i...
Dec. 12, 2020

Episode 87: The Secret Sauce Behind Mike’s Energy

You have all seen my enthusiasm and high energy, whether you are listening to the podcast or watching on YouTube.  The secret behind this is largely in part due to one of my Health Coaches, Lisa Harris.  Listen as we discuss the impact she has on my li...
Dec. 5, 2020

Episode 86: The DA of HR and Keeping You Out of Court

In our recent training seminars, we have been asked more and more about worker classification.   This seemed like the perfect opportunity to bring in our Human Resource expert, the one we affectionately call the DA of HR, Daneen Ashworth.
Nov. 21, 2020

Episode 85: Your Local Market Domination Through Gratitude

Having started in the corporate world and moving into insurance, Kim Angeli left that world to follow her true passion, teaching business owners how to wow clients, increase revenue and inspire referrals.   I am excited to have her join us today to dis...
Nov. 14, 2020

Episode 84: Follow the Money with John Mason & His Beer Drinking Pig

In this episode, we are going to continue the conversation about promotions and marketing.  I am excited to have John Mason join us to discuss his experience with growing and selling multiple agencies, the importance of having the right employees,
Nov. 7, 2020

Episode 83: More Money for YOU

I am excited to delve into today’s topic on promotions and marketing strategies.  It is a topic that I love to teach, share, and implement. I am going to give you some insight and thought-provoking questions to help you think about what you are doing i...
Oct. 31, 2020

Episode 82: InsurTech from THE Legendary Source

When it comes to InsurTech, Frank Senter is the man that you want to talk to. For the past 45 years, Frank has been providing technology solutions to insurance companies.  In this episode, Frank shares his knowledge that is going to provide you further...
Oct. 24, 2020

Episode 81: The 80/20 Rule Is Always In Effect

Client segmentation is the topic of this week’s episode.  At its core is the Pareto Principle, that 80% of the consequences come from 20% of the causes.  In the 45 years of my business journey, the 80/20 rule is always prevalent.