“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.
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 …
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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,
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…
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,
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…
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…
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…
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.
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…
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.
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…
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,
