Episodes

Episode 217: The Biggest Leap with Tim Gaspar Part 2
July 1, 2023

Episode 217: The Biggest Leap with Tim Gaspar Part 2

With an overwhelming demand, I welcome guest Tim Gaspar back for another episode. Today we focus on the power of three, because we both know that simplicity and taking that one step at a time is critically, critically important.
Episode 216: The Keys to the Vault-PPP
June 24, 2023

Episode 216: The Keys to the Vault-PPP

On this episode I discuss the importance of building an agency business around excellent people, world-class processes, and systems. I introduce our Vault, an online portal providing 24/7 access to resources for agency growth.
Episode 215 Untapped Revenue for You with Maura Perkins
June 17, 2023

Episode 215 Untapped Revenue for You with Maura Perkins

Is your company missing out on untapped revenue opportunities? Today I am thrilled to be joined by our guest Maura Perkins. Maura is the President of Sagacious Insurance Services and is a seasoned insurance broker with 36 years of brokerage experience....
Episode 214: Automate This and Get 5-10x ROI
June 10, 2023

Episode 214: Automate This and Get 5-10x ROI

Today I have the pleasure of talking with the founder and CEO of Adapt API, Jacob Simon. We talk all things about the world of automation and how it can benefit independent insurance agencies. Jacob shares about his company that offers a service to sta...
Episode 213: It’s Better to Give Than to Receive with Patty Lares (Encore)
June 3, 2023

Episode 213: It’s Better to Give Than to Receive with Patty Lares (Encore)

Patty Lares does not believe in giving up. Faced with challenges in her youth, she had to quit school to find a job and survive but that did not stop her. At the age of 18 she earned her insurance license and never looked back.
Episode 212: Inside The Circle
May 27, 2023

Episode 212: Inside The Circle

All things AI today as I speak with Torey Maerz the co-founder of Rocket Referrals turned Client Circle. We explore how AI can be used to better personal communication for companies while still keeping the human touch.
Episode 211: 8 to 1 ROI First Year
May 20, 2023

Episode 211: 8 to 1 ROI First Year

How do you guarantee an 8 to 1 ROI in your first year?  It is all about the clients. Join me as I share my insights on the importance of client nurturing programs and analytics to maintain positive relationships.
Episode 210: The Biggest Leap with Tim Gaspar
May 13, 2023

Episode 210: The Biggest Leap with Tim Gaspar

Are you ready to take not just the big leap but the biggest one? I am excited to sit down with author and entrepreneur, Tim Gaspar, founder of the Gaspar Insurance Services, Inc.  Listen in as we discuss the importance of passion and authenticity in en...
Episode 209: What is Your Ironman?
May 6, 2023

Episode 209: What is Your Ironman?

What does the Ironman have to do with insurance?  More than you may think. I sit down with Matt Crismore as he shares the challenges he faced while training for a full Ironman, emphasizing the importance of coaching to save time and energy,
Episode 208: Planned Pro-Active Disruption with Jesse Parenti
April 29, 2023

Episode 208: Planned Pro-Active Disruption with Jesse Parenti

Are you ready to revolutionize your approach to risk management and take your insurance business to new heights? Tune in as I explore the world of proactive risk management with Jesse Parenti, an expert in the insurance industry.
Episode 207: Making YOU Your Best Version
April 22, 2023

Episode 207: Making YOU Your Best Version

In this episode, I dive deep into the powerful Personal Vision Document created by my podcast partner, Joel Mackenzie. This tool is designed to help individuals plan and prepare for growth and success, with a focus on 3 main categories: Relationships,
Episode 206: WHY You Do It
April 15, 2023

Episode 206: WHY You Do It

“If you don’t know why you do what you do, how can other people, including your team,  possibly decide to follow you or join your team?” This week we are exploring the process of discovering and refining your core values,
Episode 205: A Glimpse Inside
April 8, 2023

Episode 205: A Glimpse Inside

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 ...
Episode 204: Endless Opportunities with LeO
April 1, 2023

Episode 204: Endless Opportunities with LeO

“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.
Episode 203: Extraordinary Opportunity with David Bush
March 25, 2023

Episode 203: Extraordinary Opportunity with David Bush

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 importa...
Episode 202: Cloning Your Clients (Part 2) with Kevin Donlin
March 18, 2023

Episode 202: Cloning Your Clients (Part 2) with Kevin Donlin

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,
Episode 201: Implementer of the Year Shares Her Secrets with Erin Neill
March 11, 2023

Episode 201: Implementer of the Year Shares Her Secrets with Erin Neill

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.
Episode 200: Living the #UPPLife
March 4, 2023

Episode 200: Living the #UPPLife

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 pro...
Episode 199: Cloning Your Clients with Kevin Donlin
Feb. 25, 2023

Episode 199: Cloning Your Clients with Kevin Donlin

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 tacti...
Episode 198: ACTION with Terren Moore
Feb. 18, 2023

Episode 198: ACTION with Terren Moore

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 minds...
Episode 197: Excellence Wins (Part 3)
Feb. 11, 2023

Episode 197: Excellence Wins (Part 3)

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.
Episode 196: Excellence Wins (Part 2)
Feb. 4, 2023

Episode 196: Excellence Wins (Part 2)

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.
Episode 195: Excellence Wins (Part 1)
Jan. 28, 2023

Episode 195: Excellence Wins (Part 1)

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 ...
Episode 194: Show Me the DATA! – Seth Zaremba
Jan. 21, 2023

Episode 194: Show Me the DATA! – Seth Zaremba

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...