Episodes

Aug. 6, 2022

Episode 170: 1 Billion Dollar Revenue (Encore)

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 ...
Aug. 6, 2022

Episode 126: 1 Billion Dollar Revenue

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 ...
July 30, 2022

Episode 169: Planning YOUR Plan

“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,
July 23, 2022

Episode 168: Winning The War For Talent with Andy Arter

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,
July 16, 2022

Episode 167: Why People Buy from YOU with Bob Burg (Encore)

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,
July 9, 2022

Episode 166: Your Weakest Link

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 t...
July 2, 2022

Episode 165: People Do Business with People with Andrew Wynn

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,
June 25, 2022

Episode 164: A Culture of Ownership

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 Owne...
June 18, 2022

Episode 163: True Profitability

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,
June 11, 2022

Episode 162: 45 Days That Will Change an Agent’s Life

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,
June 4, 2022

Episode 161: Accountability Breeds Responsibility

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.
May 28, 2022

Episode 160: The ONE THING You Must Bet On

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 s...
May 21, 2022

Episode 159: Acre of Diamonds

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.
May 14, 2022

Episode 158: Training Your NEW Service Team Member

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?
May 7, 2022

Episode 157: Nextdoor Ninja with Kim Angeli

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,
April 30, 2022

Episode 156: BOLDER is Better with Selah Hirsch

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,
April 23, 2022

Episode 155: Why People Buy from YOU with Bob Burg

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,
April 16, 2022

Episode 154: Driving Growth with Funcentives – Julie and Hauke Hansen

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 ...
April 9, 2022

Episode 153: Amazing Agency Legacy Continues with Monica Elsom

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,
April 2, 2022

Episode 152: Softballs of Money with Tracy Henry and Rachel McClurg

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.
March 26, 2022

Episode 151: C + F + D =

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 accessin...
March 19, 2022

Episode 150: You Have a Duty and a Responsibility to Find More

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 ...
March 12, 2022

Episode 149: Attracting Your Dream Clients

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.
March 5, 2022

Episode 148: The Truth about First P Candidates (Encore)

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 ...