Season 1

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,
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 Ange…
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 …
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 …
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.
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 peopl…
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 shar…
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…
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.
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…
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…
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 ho…
Jan. 14, 2023

Episode 193: The Number One Reason Why People Fail

Do you know when life gets easier?  It is when you get better. Joel McKinley joins me to discuss why people are finding failure more often than success, holding yourself accountable for being inconsistent and the importance …
Jan. 7, 2023

Episode 192: Become a Disciple of Discipline

Are you proactive or reactive? Do you have your plan for the day or are you just handling whatever is being thrown your way.  One of the greatest tools at your disposal is your ability to “plan you plan”. Set your priorities…
Dec. 31, 2022

Episode 191: Your Massive Year-End Celebration (encore)

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 …
Dec. 24, 2022

Episode 190: Your Numbers Tell the Truth

All we want is your higher achievement, your massive success and without knowing your numbers you cannot reach the heights that you deserve.  In this episode, I am going to take you through the importance of getting your num…
Dec. 17, 2022

Episode 189: The Modern Life Insurance Policy with Vytas Skapcevicius and Samuel Howe

Have you heard of the Living Benefits policy?  This policy has been around for 20 years however the low number of agents that are aware of it is causing it to become the “Modern Life Insurance policy”.  Join me as I talk wit…
Dec. 10, 2022

Episode 188: Your Largest Asset and You with Carey Wallace

Carey Wallace of Agency Focus LLC is here to talk about how you as an agency owner, can best prepare for the transition of your agency and some of the biggest misconceptions that people have about transitioning the ownership…
Dec. 3, 2022

Episode 187: Brand Building Myth Busters with Selah Hirsch

Do you understand your brand? Do you know what it is conveying?  A brand is more than a logo, it is a message of who you are as company.  Selah Hirsch is back in the studio to discuss what a brand is, what it is not and demy…
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…