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 have a vision in order to be compelling […]
“Over communicating to your team is crucial. It doesn’t matter if you have one person or 100 people in your team.” – Marc Sparks You have your goals set, your vision established, and your scorecard prepared but does your team know it, and even more are they onboard with it? In this episode, I am […]
Do you feel like you have a partnership with your clients? In this episode, I am going to share with you a system that we have been using for a couple of decades called the promotional, automatic nurturing system. In essence, this is your voice, how you are communicating with current clients, prospects, and your […]
Learning to lead tough but essential conversations. Today, I will share with you one of the most difficult, but vital aspects you need to learn as a leader: the fine art of navigating tough conversations. These are the crucial, high-stakes moments that can shape the careers, lives, and futures of those you lead. Highlights: Don’t […]
In this week’s episode, I’m going to bring you some updated ways of thinking about strategies and everything else concerning a very simple principle, the 80/20 rule. Based on the Pareto principle, these tactics can help you scale your business while focusing on your ideal client using something we like to call Client Segmentation. Highlights: […]
What’s the biggest mistake you’ve made over the past year, or year and a half? I was in a room with entrepreneurs who generate over $1 billion in annual revenue and that question was one of the most important when it came to learning how to take your business to the next level. Join me […]
“Time is the great equalizer, and you will never be able to get back the time that you lost; that you wasted.” I am always looking for ways to improve my productivity and make the most of my time. Recently, I came across the idea of using a “Planning My Plan” sheet to help me […]
Finding the right talent for your agency has become increasingly harder over the past few years. Companies are spending more time and money on recruiting only to have 1 in three candidates arrive for the interview. Andy Arter, the National Sales Director for Team Hired, joins me to discuss the challenges of finding great candidates […]
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, you will learn from the man who was a huge inspiration in the development and marketing of our referral […]
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 letting them move on back to the marketplace. Now he worked with organizations of over 25 people […]
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, but they are also going to give you more freedom. Whether or not accounting is your strong suit, this […]
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 business to get a Culture of Ownership with accountability and empowerment. You will also discover the eight […]
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 specifically at marketing, technology, and payroll numbers. Through reviewing how we were profitable you will be […]
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 do, based on what you know now if you had 45 days to work 100% of […]
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. I am going to focus mainly on personal accountability; however, you can take these strategies that I am going to give you and build them […]
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 set the mindset to create that positive […]
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. And today I am going to talk to you about how to go about doing that so […]
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? By ensuring your service personnel receives the training that they need to be successful and […]
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, an app for neighborhoods where you can instantly connect with people, businesses, and happenings near your home. Kim walks us through […]
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, and bolder brands and she has lots to share to help you think […]
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, you will learn from the man who was a huge inspiration in the development and marketing of our referral programs […]
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 growth, they needed to ensure that the right incentives […]
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, I was touched deeply by this agency entrepreneur’s extraordinary, relentless drive, passion, and determination after her world […]
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. PiiB will help you leverage your positioning with the carriers in a way that I don’t think anybody else can. Key […]
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 accessing and so I want to take you through […]
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 Challenge. We not only share our experiences of this adventure, but […]
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. Highlights: The Art of Disqualification and what […]
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 do and get the right person for the right job. Highlights: Discover […]
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 the lessons learned and some strategies that will either reinforce what you […]
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 to offer you his knowledge as well as let you […]
