Episodes

Nov. 26, 2022

Episode 186: What Are You Thankful For?

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.
Nov. 19, 2022

Episode 185: Your Agency is Worth What? with Jon Persky

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 busines…
Nov. 12, 2022

Episode 184: The 3 Cs of Your Agency Success

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 …
Nov. 5, 2022

Episode 183: Speaking the Same Language with Billy R. Williams, PhD

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 thi…
Oct. 29, 2022

Episode 182: The Vault Revealed

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.  A…
Oct. 22, 2022

Episode 181: Agency Culture by Design with Patrick O’Neill

“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.
Oct. 15, 2022

Episode 180: Innovation Leads to Business Breakthroughs with Terry Rich

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 …
Oct. 8, 2022

Episode 179: Agency Wealth Secrets Revealed

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 opportunitie…
Oct. 1, 2022

Episode 178: Massive Agency Growth with The What If Girl, Kelley Herrin

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…
Sept. 24, 2022

Episode 177: The ONE THING You Must know to Win

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 hi…
Sept. 17, 2022

Episode 176: The Unfair Advantage with James Jenkins

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 al…
Sept. 10, 2022

Episode 175: Where There Is NO Vision, People Perish with Anthea Mumby

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 n…
Sept. 3, 2022

Episode 174: Rowing in the Same Direction

“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 tea…
Aug. 27, 2022

Episode 173: Your Unique Voice

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…
Aug. 20, 2022

Episode 172: Leadership and Tough Conversations

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 cruci…
Aug. 13, 2022

Episode 171: How to Have ONLY Great Clients

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…
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 t…
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 t…
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 Art…
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…
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 busin…