Episodes

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 specifi…
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 d…
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 sh…
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 d…
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 b…
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…
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 sto…
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 capa…
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 dis…
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 …
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 …
Feb. 26, 2022

Episode 147: The 120 Second Rule with Bradley Flowers and Scott Howell

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…
Feb. 19, 2022

Episode 146: Helping YOU Write Lots of High Net-Worth Business with Bob Klee

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 in…
Feb. 11, 2022

Episode 145: Digital Mastery from the Agency Trenches with Matt “Matty” Lutes

You know that your online presence is essential in today’s business market and today we are excited to bring you Matt Lutes from the Dickerson Agency.  He is here to share with you some of the important strategies that you n…
Feb. 5, 2022

Episode 144: YOUR Numbers Don’t Lie with Aaron C. Stocks

You have heard me say many times that your numbers don’t lie and for the first time ever I am bringing you the guy that will demonstrate just how important that statement is. This week I am excited to introduce you to Aaron …
Jan. 29, 2022

Episode 143: New Team Member Reveals All with Anita Hernandez

You have all heard me talk many times about the importance of your team, hiring the right people, and having everybody working towards the common vision of the agency.  And you may also wonder if I actually walk the talk. If…
Jan. 22, 2022

Episode 142: T-E-A-M

The definition of a team is together everybody achieves more. Even a team of two is a team and today I want to talk to you about how to bring your team together in order to work effectively on your business.
Jan. 15, 2022

Episode 141: Your Massive Year-End Celebration

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 …
Jan. 8, 2022

Episode 140: No Tech-Ups Allowed with James Laszko

If you don’t have the right PPE, cyber protection partners, and its partners standing by your side, it could devastate your business in a heartbeat. In this episode, I am excited to connect you all with James Laszko,