Have you been wondering what other high performing Unstoppable Agents have been doing to create their success. This week, Joel McKinley and I take you behind the scenes and into the trenches to discuss some of the strategies that are being implemented today. From Vision Organizing to training to social proof, you are not going […]
“Say goodbye to the time-consuming and costly prospecting and cross-selling workflows of the past!” This week I am very excited to sit down with Liri Halperin Segal, the CEO and Founder of Le0 and her VP of Sales, Scott Angel. Listen as we delve into the next generation of insuretech that incorporates AI in order […]
David Bush “empowers success seekers to live their dreams and change their world by coaching them to overcome the barriers they face to achieve extraordinary results in every area of their lives.” Join me as I sit down with David to discuss the importance of nourishing your mindset, coaching as an invaluable resource, and the […]
I am excited to have Kevin Donlin back to continue our conversation about client attraction and retention. If you missed our last episode with Kevin, please go back to Episode 199 for more golden nuggets. In part 2 of our conversation, Kevin and I discuss continued business growth and retention strategies through personal connection, technology, […]
Implementing the three P’s, (People, Process and Promotion) in the best ways to continue to grow her agency, create wealth, and have more freedom, won Erin Neill the audience vote for Implementer of the Year. Listen in as Erin shares some of the strategies she used to achieve her goal do writing a million dollars […]
Today we are celebrating a milestone for the podcast, Episode 200!! We could not have done it without you, the listener, the UPP Team and of course, the support of the UPP Members. Our core purpose is really to impact people’s lives personally and professionally and we thought it was a great opportunity for our […]
Kevin Donlin is a copywriter and marketing advisor who has helped clients all over North America increase their sales by more than $1 million on multiple occasions with direct mail and online marketing. Join us as Kevin shares his latest tips and tactics to help grow insurance agency businesses with an emphasis on testing and […]
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 mindset and a goal-oriented approach. Are you taking the right actions to grow your […]
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. What is holding up the progress of your agency’s processes? The answer may just lie in the key basics […]
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. Continuing our conversation Joel and I dig deeper into 10 of the Ritz-Carlton’s 20 […]
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 take care of your team. Find out how an encounter […]
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 and responsible for solving some of the inefficiencies that affect us uniquely […]
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 help you achieve your personal and professional goals. Highlights: “When you do what’s […]
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 forward with them. You will be surprised by […]
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 mind when you are setting goals. Answering and […]
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 and making them part of your daily habits. If you don’t know these 8 […]
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 Skapcevicius how this important life changing policy is […]
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. Whether you are just starting out or thinking of moving on to a […]
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 keep you […]
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. It is the unique qualities of you, the UPP Nation, that make our work and our lives special and […]
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, Jon Persky, is here to discuss the value of your business […]
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 forefront of your agency. Highlights: Core values are the heartbeat of […]
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, I am talking to long time Insurance Entrepreneur and Mentor, Billy R. Williams, PhD. Billy joins me to discuss […]
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, we are going to share a secret that we have never […]
“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. Identifying 30 fundamentals that they wanted to see within their organization, the O’Neill Group took action and created […]
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. Join Terry and me as we discuss how innovation, diversity and the power of creative […]
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, how much wealth have you let slip through your fingers? Join me and […]
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, and ran with it in her own unique twist. Discover how a […]
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 get into a […]
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 insurance agency. Remember, the value of the advisory increases with […]
