Episodes

July 10, 2021

Episode 115: Coach ‘Em Up Or Coach ‘Em Out

So, you have hired the best applicant for the position. But just because they were the best does not mean that they need little training and coaching.  In this week’s episode, I discuss what the onboarding process should loo…
July 3, 2021

Episode 114: The Truth about First P Candidates

After episode 112 went live, I had many requests to keep the conversation going about employee recruitment. You asked for it and we listened. In this episode, I further discuss the hiring process, what skills you need, what …
June 26, 2021

Episode 113: Social Proof REVEALED (Encore Presentation)

This episode originally aired on May 30, 2020. Today I am going to be talking to you about “WHY?”  Why should people do business with you and your agency instead of one of the many other options available to them?
June 12, 2021

Episode 112: Today’s Cluster F and the First P

Today’s state of affairs is unprecedented in my 47 years in business. And with this, it is more prudent than ever to focus on the People, which includes you as leaders as well as your team.  Join me as I explore strategies t…
May 22, 2021

Episode 109: YOUR Superpower Unleashed

Over the past 35 years, I have observed that the majority of people have three ‘superpowers’ in this industry. Today I want to share with you what they are and some strategies on how you can activate yours if you have not al…
May 15, 2021

Episode 108: The $882,000 in Your Bank Account Podcast

After transitioning from working in the Insurance industry to retirement, our guest, Chuck Blondino, could not stop thinking about insurance.  In order to continue his love for this field, Chuck has moved on to helping other…
May 8, 2021

Episode 107: Not Taking Any Risk Is The Biggest Risk

A Facebook post of an idea generation workshop in the insurance field, led IT consultant, Avdhesh Saxena into assisting insurance agencies in setting up chat platforms for their communication needs. Now he helps companies by…
May 1, 2021

Episode 106: The BIG Payday Thanks to Massive Vision

Growing up in the insurance business with a father that started his own company in the basement of the house, Anthea Mumby was able to see the vision for the opportunity of what the business could be like.  A few years out o…
April 24, 2021

Episode 105: 3 Insider Secrets to 230% Yearly Growth

I am excited to have a returning guest on today’s episode, Jesse Parenti.  When Jesse and I recently talked he told me about some numbers that stopped me in my tracks, and I knew I had to have him back on.
April 17, 2021

Episode 104: Slam the Back Door Shut

In today’s episode, I want to talk about slamming your back door shut. What does that mean?  While you are focused on getting new clients and obtaining new ventures, you may have clients slowly and quietly slipping out the b…
April 10, 2021

Episode 103: Tapatio Reveals All

We are very excited to have today’s guest, UPP’s rock, Andrea Wyatt.  Andrea and I have been working together for the past 11 years and those in our program know that she is an invaluable asset.  In today’s episode,
April 3, 2021

Episode 102: The Elusive Second ‘P’

Now that you’ve all the right people on your bus, you need to start building your world-class processes for your team of A-Players to work within. Regardless of what industry you are in, or the type of customers you serve,
March 20, 2021

Episode 101: 100% of the Marketplace

There is a lot of noise out there when it comes to advertising and attracting clients to your agency.  Today we are going to discuss reaching 100% of the market 100% of the ways. Listen as we explore how to communicate your …
March 13, 2021

Episode 100: Secret Habits of UPP Agent Success and Achievement with Bill Butler

I am so excited to have reached our 100th episode and there is still so much to come.  In today’s episode, I could not be more excited to have returning guest, Bill Butler.  Bill has been a Platinum Coaching Member since 201…
March 6, 2021

Episode 99: Numbers Don’t Lie

At the beginning and at the end of each day there is just one thing that you need to be aware of on a consistent basis, and that is your numbers because as the title of this episode says, Numbers Don’t Lie.
Feb. 27, 2021

Episode 98: The Winning Mindset (Encore)

If you were to ask me today what is the number one thing we need to make sure you are on game all the time, that answer would and always will be, the winning mindset.  There is nothing we need more to lead ourselves, our tea…
Feb. 20, 2021

Episode 97: Put a Fence Around Your Herd with Monthly Newsletters

I have said time and time again, “If you want to reach 100% of the marketplace, you have to use 100% of the ways”.  We have discussed many avenues to do so, but one that has been swirling around the agencies lately has been …
Feb. 13, 2021

Episode 96: Making the Donuts with Bradley Flowers

In this week’s episode, I am excited to be joined by Bradley Flowers.   Brad is not only the owner of Portal Insurance, a nationally recognized insurance agency, but he also helps other agents with this podcast, The Insuranc…
Feb. 6, 2021

Episode 95: The ORIGINAL IA App

Matt Aaron entered the app creation world early on knowing that it was going to become the large successful market it is today.  During an incident that made him realize that there was potential in the InsureTech business,
Jan. 30, 2021

Episode 94: What You Don’t Know Will Cost You Millions

Ron Shroyer believes in helping agencies adopt better ways to manage and grow their business. I have been in conversation with Ron about what his newest product, DONNA, an artificial intelligence and data analytics platform …
Jan. 23, 2021

Episode 93: Your Pause Cast (Encore)

In this week’s episode I want to share with you the strategy of the pause and how it can be a powerful tool when used properly.  I’ve learned the psychology of why it’s important, and at what moment it’s important to pause, …
Jan. 16, 2021

Episode 92: Uncommon Protégé In A Common Environment

Sales is not just about knowing your product, it is about being confident, being noticeable, and most importantly, it is about the relationship with the client. Author, trainer, mentor and speaker, David Carothers joins me t…