So, you have hired the best applicant for the position. But just because they were the best does not mean that they need little training and coaching. In this week’s episode, I discuss what the onboarding process should look like including training and evaluation. This is all-important because you will need to determine whether there […]
Jul 10, 2021•35 min•Season 1Ep. 115
After episode 112 went live, I had many requests to keep the conversation going about employee recruitment. You asked for it and we listened. In this episode, I further discuss the hiring process, what skills you need, what skills they need, red flags to watch out for, and much more. Highlights: Discover the progression of […]
Jul 03, 2021•32 min•Season 1Ep. 114
This episode originally aired on May 30, 2020. Today I am going to be talking to you about “WHY?” Why should people do business with you and your agency instead of one of the many other options available to them? One of the key factors is building your social proof arsenal, the marketing strategies that […]
Jun 26, 2021•23 min•Season 1Ep. 113
Today’s state of affairs is unprecedented in my 47 years in business. And with this, it is more prudent than ever to focus on the People, which includes you as leaders as well as your team. Join me as I explore strategies that will both help you as well as finding and keeping the team […]
Jun 12, 2021•32 min
Mike and his beautiful bride are traveling this week in St. Louis, Missouri, the hometown of the infamous John O’Leary! In celebration of John’s new book, we’re excited to bring you an encore episode that will change your life. Please get ready to implement, execute and take massive action! Highlights: Focusing on your next step […]
Jun 05, 2021•42 min
You may remember Russ Castle from back in Episode 11. Russ is known as the niche authority. With a successful independent agency, he is back to give us an update on his story and the lessons he has learned over the past few years. Highlights: Starting his niche marketing with fire sprinkler and extinguisher contractors, […]
May 29, 2021•45 min
Over the past 35 years, I have observed that the majority of people have three ‘superpowers’ in this industry. Today I want to share with you what they are and some strategies on how you can activate yours if you have not already done so. Highlights: Creating the focus you need and shut down the […]
May 22, 2021•34 min
After transitioning from working in the Insurance industry to retirement, our guest, Chuck Blondino, could not stop thinking about insurance. In order to continue his love for this field, Chuck has moved on to helping other independent agents as a speaker, writer, and consultant. Listen as we talk about what unequaled excellence can mean for […]
May 15, 2021•47 min
A Facebook post of an idea generation workshop in the insurance field, led IT consultant, Avdhesh Saxena into assisting insurance agencies in setting up chat platforms for their communication needs. Now he helps companies by utilizing technology-based solutions with his website, Friendly Agent. Listen as Avdhesh and I talk about adapting to changes and taking […]
May 08, 2021•38 min
Growing up in the insurance business with a father that started his own company in the basement of the house, Anthea Mumby was able to see the vision for the opportunity of what the business could be like. A few years out of university, she purchased the brokerage from her parents and continued to build […]
May 01, 2021•36 min
I am excited to have a returning guest on today’s episode, Jesse Parenti. When Jesse and I recently talked he told me about some numbers that stopped me in my tracks, and I knew I had to have him back on. Jesse is going to share with us some strategies that he is using […]
Apr 24, 2021•38 min
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. Now is the time to make sure this is not happening to you. […]
Apr 17, 2021•24 min
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, Andrea and I are going to talk about the strategies developed and lessons learned on […]
Apr 10, 2021•33 min
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, the challenge of managing process flow and operations across diverse platforms and systems is universal. […]
Apr 03, 2021•11 min
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 interest in your agency. Highlights: Mike’s chance encounter […]
Mar 20, 2021•22 min
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 told him the best thing he could do for […]
Mar 13, 2021•58 min
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. I have learned in my dealings across North America that there are many […]
Mar 06, 2021•26 min
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, and our customers into achieving our goals and beyond. […]
Feb 27, 2021•29 min
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 newsletters. In this week’s episode, I […]
Feb 20, 2021•32 min
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. While most guys fall into the insurance business, Bradly actually had the goal from the age […]
Feb 13, 2021•38 min
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, Matt went on to create the Insurance Agent App, a way for clients to quickly and efficiently […]
Feb 06, 2021•37 min
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. I knew that I had to share this information with all of you. Highlights: Starting his […]
Jan 30, 2021•33 min
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, and let them feel the emotion of what […]
Jan 23, 2021•20 min
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 about how he took the step to be the one that stands out from […]
Jan 16, 2021•47 min
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 technology Grab a pen and paper. You […]
Jan 09, 2021•34 min
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 and all other options?” Yes, social proof and all of […]
Jan 02, 2021•24 min
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. Listen as Kevin and I discuss the important aspects achieving success and what you need […]
Dec 26, 2020•28 min
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 inspire you to inspire your team. […]
Dec 19, 2020•16 min
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 life, and the impact that you could have […]
Dec 12, 2020•29 min
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. Highlights: The Supreme Court case in California that started a real focus on the ABC […]
Dec 05, 2020•35 min