Unstoppable Profit Podcast Hosted by Mike Stromsoe: Recent Episodes
Mike Stromsoe
The future of client service will not be built around adding more people to handle every request. Daniel Metcalf and Mike Stromsoe examine how independent insurance agencies can combine human expertise, artificial intelligence, automation, and self-service technology to serve clients more efficiently. They challenge agency owners to identify which relationships require personalized attention and which routine requests can move through technology-driven workflows, creating more capacity for their highest-value team members and clients.
Key Topics:
• How client segmentation can expose the true value and profitability of an agency’s book
• A simple policy-count method for dividing clients into service tiers
• Why monoline clients may require a different service model
• Why existing client portals and self-service applications often remain underused
• The role of documented workflows and standard operating procedures in agentic automation
• Why an agency’s current processes may need to be redesigned before introducing AI
• How changing customer expectations should influence future service models
• Why each agency needs a technology approach built around its own systems and processes
• What agency leaders should budget beyond the monthly cost of an AI tool
• How revenue concentration can expose unprofitable portions of the client base
Connect with Daniel:
- Website
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Client service does not have to be entirely human or entirely automated. The strongest model gives technology the repetitive, process-driven work while preserving human attention for complex decisions and valuable relationships. Agencies that segment their clients, redesign their workflows, and invest in AI-forward operations can protect profitability while continuing to deliver the service their clients expect.
A leadership team can share the same office, attend the same meetings, and still pull the agency in different directions. Daniel Metcalf and Mike Stromsoe explore how quiet misalignment limits scalability, weakens execution, and prevents an agency operating system from taking hold. They reveal why agreement in the room is not enough and how shared standards, consistent behavior, and a clearly defined destination create the trust and momentum needed to build an agency that can grow beyond its owner.
Key Topics:
• The difference between leadership alignment and simply getting along
• How departmental thinking creates friction for employees and customers
• Why conflicting answers about agency processes reveal deeper operational gaps
• The danger of leaders maintaining separate scorecards and hidden spreadsheets
• How incomplete CRM data prevents leaders from making reliable decisions
• Why every position must be supported by a system rather than dependent on one person
• How weekly leadership meetings can produce action instead of routine check-ins
• The importance of defining ownership, deadlines, and measurable success
• Why leadership roles must match the behaviors required to hold others accountable
• How consistent communication and follow-through strengthen trust across the agency
Connect with Daniel:
- Website
Connect with Mike:
Leadership alignment is not created by agreement alone. It comes from shared priorities, clearly defined responsibilities, consistent behaviors, and accountability that reaches across the entire agency. When leaders understand where the business is going, who owns each action, and how success will be measured, the agency can move faster, build trust, and scale without relying on the owner to hold everything together.
Scaling an insurance agency requires more than adding people, adopting new technology, or working longer hours. Mike Stromsoe and Daniel Metcalf reveal the two-sided formula that allows owners to move beyond the next revenue plateau: shifting their time from operating the business to leading its future while using AI and automation to reshape how work gets done. They explore the mindset, leadership structure, and intentional revenue design needed to create an agency that can grow without remaining dependent on its owner.
Key Topics:
- The difference between operator hours and CEO hours
- Why recurring decisions keep agency owners trapped in the business
- How to use AI as a strategic thinking and planning partner
- Why future-focused agencies design workflows with AI at the forefront
- How AI can support revenue design and new business development
- The role of leadership development in creating greater capacity
- How technology can improve recruiting and talent evaluation
- Why accountability, clear ownership, and delegation drive sustainable growth
Connect with Daniel:
- Website
Connect with Mike:
A truly scalable agency is one that no longer needs the owner to make every decision, solve every problem, or rescue every client. By delegating authority, developing capable leaders, and giving teams the systems they need to succeed, owners can build a business that creates more revenue, margin, and freedom without depending on constant intervention.
More leads will not solve the revenue leaks already hiding inside your agency. Daniel Metcalf and Mike Stromsoe reveal how inconsistent follow-up, slow response times, and disconnected workflows prevent agencies from converting the opportunities already within their reach. They explore how AI, automation, and a complete agency operating system can help teams respond faster, strengthen relationships, and generate more revenue from inbound inquiries, cross-sells, renewals, and producer prospecting without immediately increasing headcount.
Key Topics:
- The four distinct lead categories agencies should measure separately
- How delays and repeated information requests cause prospects to disengage
- Why every customer interaction can reveal an additional coverage opportunity
- The value of preparing data and proposals before a buyer is ready to act
- How renewal workflows can begin months before the renewal date
- The financial impact of hundreds of missed meaningful conversations each month
- Why opportunity volume must be matched by sufficient follow-up capacity
- How dashboards expose weaknesses across different conversion channels
- The role of automation sprints, workflow mapping, and revenue engine activation
- How agencies can work backward from their growth goals using measurable KPIs
Connect with Daniel:
- Website
Connect with Mike:
Sustainable agency growth often begins with improving what happens after an opportunity enters the business. By tracking conversion rates, documenting workflows, and automating consistent follow-up, agencies can activate more revenue from the relationships and prospects they already have. The first step is understanding the agency’s current numbers, defining where it wants to go, and building the systems required to close the gap.
Most insurance agencies don't stop growing because owners lose motivation. They plateau because the systems, workflows, and operating model that got them to one level can't support the next. Daniel Metcalf and Mike Stromsoe unpack why growth ceilings are mathematical, not motivational, and explore the operational constraints that prevent agencies from scaling. From owner bottlenecks and undocumented tribal knowledge to inconsistent follow-up and retention leaks, they share practical strategies for redesigning agency systems, using data to drive decisions, and building a business that can grow without depending on the owner for every step.
Key Topics:
- Why agency growth stalls because of operational math rather than motivation
- How owner bottlenecks become the biggest barrier to scaling
- Protecting your agency by capturing tribal knowledge before it's lost
- Using dashboards and key metrics to identify growth constraints
- Building documented workflows before implementing AI and automation
- Creating consistent lead follow-up systems that improve conversion
- Eliminating random marketing decisions with predictable growth planning
- Designing renewal processes that strengthen retention and protect revenue
- Knowing when to redesign your agency structure for the next stage of growth
- Taking small, measurable steps to build long-term momentum
Connect with Daniel:
- Website
Connect with Mike:
Growth doesn't come from working harder or finding more motivation. Sustainable scaling happens when agency leaders understand the numbers, eliminate operational bottlenecks, document repeatable systems, and build workflows that allow people and technology to work together. When the math works, growth becomes predictable, capacity expands, and the business can continue to scale without relying on the owner to hold everything together.
Artificial intelligence is rapidly changing the insurance industry, but technology alone will not determine which agencies succeed. Daniel Metcalf and Mike Stromsoe explore what agency owners should really be focused on as AI becomes a competitive advantage across sales, service, and operations. Rather than fearing automation, they explain why leadership, organizational readiness, strong relationships, and intentional change management will separate agencies that thrive from those that fall behind. Through practical examples, they discuss how agencies can build the foundation needed to adopt AI without sacrificing the human trust that has always driven long-term success.
Key Topics:
- Why AI should enhance relationships rather than replace them
- The importance of organizational readiness before implementing automation
- How leadership and change management determine AI success
- Why agencies need strong data, benchmarks, and strategic planning
- Building predictable, profitable businesses that operate beyond the owner
- The continuing value of trust, empathy, and human relationships in insurance
- How AI can eliminate repetitive work while allowing teams to focus on clients
- Why agencies should embrace AI now instead of waiting for the market to force change
- The role of culture in creating long-term competitive advantage
- Practical ways agency leaders can prepare their teams for the future of insurance
Connect with Daniel:
- Website
Connect with Mike:
The future of insurance will not be determined by who has the newest technology, but by who builds the strongest foundation to use it effectively. Agencies that combine leadership, organizational readiness, strategic planning, and trusted client relationships with AI and automation will be better positioned to scale, adapt to industry change, and create lasting value for both their teams and their clients.
Many agency owners work harder every year yet struggle to see profitability improve. Daniel Metcalf and Mike Stromsoe explore the three profit rules that separate highly profitable agencies from those stuck in constant firefighting. They discuss how client segmentation, employee engagement, operational design, and technology can work together to create more capacity, stronger retention, and better financial performance. Through practical examples, they challenge agency leaders to rethink long-standing habits, identify where profit is really generated, and build systems that allow their teams to focus on the work that creates the greatest impact.
Key Topics:
• Why the Pareto Principle reveals hidden opportunities inside most agencies
• How client segmentation helps agencies deliver the right service at the right level
• The connection between employee engagement and agency profitability
• Why repetitive work should be redesigned instead of assigned to more staff
• The role community involvement plays in building stronger client relationships
• How batching work improves focus, productivity, and service consistency
• Using dashboards and KPIs to identify the activities that drive growth
• Why challenging long-standing agency habits is essential for future scalability
Connect with Daniel:
- Website
Connect with Mike:
Profitability is rarely the result of working harder. Agencies that understand where profit is created, eliminate operational friction, and focus their teams on high-value activities position themselves for sustainable growth and long-term success.
Many insurance agency owners focus on growing revenue, but revenue alone does not create financial health. Denise Nelson joins Mike Stromsoe to unpack the critical numbers agency owners should be tracking if they want to improve profitability, strengthen cash flow, increase enterprise value, and build a business that is not dependent on them. Drawing from her unique experience as both a CPA and insurance agency owner, Denise shares practical financial benchmarks, warning signs, and strategies that help agency owners turn growth into long-term financial success.
Key Topics:
- Why managing by revenue instead of profit creates hidden financial problems
- The difference between growth that adds value and growth that adds complexity
- How to identify the true cost of servicing clients and supporting producers
- Why bookkeeping should be used as a decision-making tool, not just for tax compliance
- The most important financial metrics agency owners should review every month
- How compensation structures influence profitability and long-term growth
- Questions every agency owner should ask to evaluate their accounting and advisory team
- Warning signs that increasing revenue may actually be weakening cash flow and margins
- The impact of founder dependency on agency value and future sale potential
- Financial habits and disciplines that help build a more profitable and scalable agency
About The Guest:
Denise Nelson is the founder and CEO of Accounting Plus and The Plus Group in Columbia, Missouri, and she also founded Insurance Plus, an independent insurance agency in Columbia. That combination gives Denise a rare perspective: she understands the accounting, tax, and advisory side of business, but she also understands the real-life challenges of running and growing an independent insurance agency.
For more than 30 years, Denise has worked with business owners to help them understand their numbers, improve profitability, and build stronger companies. Through The Plus Group, she now helps independent agency owners see whether their growth is actually producing stronger profit, better cash flow, and greater long-term agency value.
Ways to connect:
- How to connect: email Denise@accountingplusinc.com
- Message me on LinkedIn: https://www.linkedin.com/in/denise-nelson-32901910/
- Website (Insurance services page): https://accountingplusinc.com/insurance-agency-advisory/
Connect with Daniel:
- Website
Connect with Mike:
Growth alone is not the goal. The strongest agencies convert growth into predictable profit, healthy cash flow, scalable operations, and long-term enterprise value. By understanding the right financial metrics, building financial discipline, and reducing owner dependency, agency owners can create businesses that are both more profitable today and more valuable tomorrow.
Automation is changing the insurance industry, but technology alone will not create a scalable agency. Daniel Metcalf and Mike Stromsoe explore what agency owners must do to prepare their teams, leadership, and culture for an AI-enabled future. They discuss why technology should enhance human work rather than replace it, how agencies can attract and retain top-performing talent, and why tech-enabled producers are consistently outperforming their peers. Through practical examples and industry insights, they reveal how agency leaders can build organizations that scale through better systems, stronger leadership, and a clear vision for the future.
Key Topics:
- Why AI should enhance human work instead of replacing it
- The growing performance gap between tech-enabled and non-tech-enabled producers
- How agency owners can prepare their teams for an AI-driven future
- The role of leadership in creating a technology-forward culture
- Why documented systems and workflows remain essential for scaling
- How to identify and recruit tech-enabled A players
- The importance of adaptability, coachability, and continuous learning
- Using AI tools to improve hiring, interviewing, and talent acquisition
- Why agency growth depends on combining great people with great technology
- How creating financial freedom for team members strengthens culture and retention
Connect with Daniel:
- Website
Connect with Mike:
Technology is creating opportunities that have never existed before, but agencies that thrive will be the ones that combine innovation with strong leadership and intentional culture. By embracing change, investing in A players, and building systems that support both people and technology, agency owners can create scalable businesses that deliver greater results for clients, teams, and themselves.
Automation and artificial intelligence do not solve overwhelm inside an insurance agency. Clear direction, defined priorities, documented workflows, and strong leadership do. Daniel Metcalf and Mike Stromsoe explore why many agency teams feel overwhelmed when the real issue is often a lack of clarity around ownership, priorities, and processes. They discuss the difference between machine work and human work, how undocumented workflows create constant interruptions, and why scaling requires leaders to redesign their operating systems instead of simply working harder. Through practical agency examples, they share how agencies can reduce chaos, improve accountability, and build a foundation that supports sustainable growth, automation, and long-term valuation.
Key Topics:
- Why results matter more than activity when evaluating team performance
- How exceptions can quietly become the standard operating procedure
- The role of batching work to improve efficiency and reduce context switching
- Why less than 20% of agencies are ready to implement automation effectively
- How to define what "good" looks like for every seat in the agency
- Lessons learned from redesigning an agency operating model multiple times
- The impact of soft market conditions on agency growth and profitability
- How weekly KPI reviews uncover operational blockers before they become bigger problems
Connect with Daniel:
- Website
Connect with Mike:
Scaling an agency is not about doing more work. It is about creating the structure, systems, and accountability that allow people to focus on high-value relationship work while technology handles repetitive tasks. Agencies that regularly evaluate their workflows, clarify responsibilities, and build processes that support growth are better positioned to leverage AI, improve performance, and increase long-term enterprise value.
Automation alone does not create a scalable insurance agency. Clear leadership, documented workflows, and behavior-driven systems are what make automation actually work. Daniel Metcalf and Mike Stromsoe break down why many agencies struggle to adopt automation successfully and how leaders can build systems that improve efficiency, reduce operational drag, and create sustainable growth without overwhelming their teams. Through real agency examples, they share practical ways to align automation with team behaviors, strengthen accountability, and unlock more time across sales, service, and operations.
Key Topics:
- Why unclear workflows and poor accountability cause automation to fail
- The importance of leadership adoption and “AI Fridays” for agency growth
- How documented processes create consistency and scalability
- The three automation areas that create the greatest time savings
- Why service teams benefit from batching work instead of constant firefighting
- How automation can reduce “swivel chair” work and unnecessary handoffs
- The role of behaviors in designing effective workflows and systems
- Why agencies should build processes around people instead of software features
- How AI and automation are changing customer and employee expectations
- The importance of aligning technology, workflows, and team culture for long-term growth
Connect with Daniel:
- Website
Connect with Mike:
Successful automation is never just about the software. Agencies that scale effectively focus on leadership adoption, clear workflows, accountability, and behaviors that support long-term growth. When teams reduce operational friction and build systems that actually fit the way people work, automation becomes a powerful tool for increasing efficiency, improving service, and creating a business that can grow without constant overwhelm.
Technology alone does not transform an insurance agency. Leadership, structure, and capacity do. Mike Stromsoe breaks down how agencies can use automation and strategic systems to free up time, increase efficiency, and create sustainable growth without burning out their teams. Drawing from real-world examples, he shares practical ways to rethink operations, elevate leadership, and scale with intention.
Key Topics:
- The distinction between machine work and human work in insurance agencies
- How technology can reclaim thousands of hours and unlock growth
- The shift from hero culture to leadership as the agency conductor
- The crucial role of capacity design in scaling success
- Practical examples of agencies transforming with automation
- The importance of leadership identity and organizational structure in growth
Connect with Daniel:
- Website
Connect with Mike:
Embracing technology and strategic leadership is essential for modern insurance agencies. By focusing on human creativity and innovation, agencies can achieve significant growth and efficiency. Start redesigning your agency's capacity today to ensure a future-proof operation.
Joel McKinley joins Mike Stromsoe to discuss how accountability serves as the foundation for growth, trust, and long-term success in independent insurance agencies. Drawing from his 20 years of Army leadership experience, Joel shares practical strategies for creating clear expectations, maintaining strong team standards, and developing a culture where accountability drives both performance and personal growth.
Key Topics:
- Accountability creates clarity by ensuring everyone understands expectations, roles, and responsibilities.
- Trust grows when leaders consistently follow through and hold teams to shared standards.
- Healthy accountability helps protect company culture from drifting over time.
- Leaders should address “friction points” early instead of avoiding difficult conversations.
- Peer accountability can be more effective than top-down management alone.
- Freedom within a team increases when accountability systems are strong and consistent.
- Accountability is not about punishment — it is about helping people succeed and grow.
- Consistent standards help agencies scale without sacrificing culture or performance.
Connect with Daniel:
- Website
Connect with Mike:
Remember that accountability is not about control it is about creating clarity, trust, and consistency within your organization. When leaders establish clear standards, address challenges early, and encourage peer accountability, they create an environment where people can grow, perform confidently, and contribute to long-term agency success.
Daniel Metcalf and Mike Stromsoe explore how insurance agencies can build reliable sales pipelines, leverage CRM data, and use predictive analysis to scale efficiently. They break down common pipeline mistakes, highlight the importance of commitments over stage tracking, and share tools to maintain pipeline hygiene all aimed at driving consistent growth.
Key Topics:
- Differentiating between pipeline stages and true commitments
- The importance of tracking "truth" in deals, not just stages
- The concept of "commitment gates" and equal weightings for pipeline stages
- How to measure pipeline health as a percentage of goal
- Moving from emotion-driven to data-driven forecasts
- The role of AI and automation in pipeline hygiene and analysis
- Strategies for pipeline reviews and maintaining consistency
- Using predictive analysis to scale agency growth confidently
Connect with Daniel:
- Website
Connect with Mike:
Remember that building a predictable sales pipeline is not just about tracking stages but about fostering true commitments. By leveraging AI tools and maintaining pipeline discipline, you can drive sustainable growth and empower your team to achieve consistent success.
In this episode, Daniel Metcalf and Mike Stromsoe dive into the crucial role of accountability in scaling insurance agencies without adding drama or compromising culture. They share practical systems, leadership lessons, and strategies to embed accountability seamlessly into your team.
Key Topics:
- The importance of clarity in expectations to foster accountability
- How to distinguish between managing, coaching, and correcting
- Building accountability as a system with scoreboards, role clarity, and cadence
- Using data and technology to measure and improve performance
- The role of deadlines and routines in making accountability habitual
- Managing toxic performers and enforcing consequences with fairness
- Creating a culture where accountability eliminates drama naturally
- Practical questions to push team members toward ownership
- The impact of cadence and consistency on team culture and growth
Connect with Daniel:
- Website
Connect with Mike:
- Website
Remember that accountability is not just a tool but a culture that can transform your agency. By implementing clear expectations, leveraging technology, and fostering a supportive environment, you can eliminate drama and drive sustainable growth. Embrace these strategies to empower your team and scale your agency effectively.
Natty Lewis, an expert in leadership coaching powered by AI and technology, joins host Mike Stromsoe to break down the core principles of effective leadership, emotional intelligence, and organizational culture. We explore practical strategies to improve communication, navigate change, and build a workplace that feels both productive and sustainable.
Key Topics:
• How understanding is the root of drama in organizations
• The importance of starting conversations at the beginning
• Strategies to create boundaries that protect performance and culture
• Building emotional consistency to lead without mood dependence
• Tolerating stress through sleep, sunlight, and hydration
• Managing change with empathy and clear communication
• The dangers of rescue and persecuting behaviors in teams
• Tips to expand your capacity to handle uncertainty and stress
• Transforming the perception of boundaries from restrictions to invitations
• The impact of understanding on reducing workplace drama
Connect with Daniel:
- Website
Connect with Mike:
- Website
In this insightful episode, Natty Lewis provides actionable strategies to enhance leadership resilience and foster a thriving organizational culture. By focusing on understanding, communication, and emotional intelligence, leaders can create environments where teams flourish and challenges are met with confidence and clarity.
Discover how reducing fragmentation and streamlining processes can drastically boost your agency’s efficiency, profitability, and team satisfaction. In this episode, Daniel Metcalf and Mike Stromsoe delve into the hidden costs of fragmentation, technology integration, and practical steps to unify your agency’s operations.
Key topics:
- The hidden tax of fragmentation: switching costs, rework, backlog, burnout, and missed opportunities
- The importance of a single operating rhythm for sales, service, and operations
- How technology ownership and adoption plans prevent shelf wear and maximize ROI
- The difference between integration and consolidation in tech stacks
- Why and how to automate only standardized processes for real efficiency
- The concept of AI agents for multitasking and scaling without added complexity
- Building a culture of continuous process simplification using Elon Musk’s approach
- The role of API connections and avoiding the trap of over-reliance on them
- Strategic steps to reduce tool fragmentation and improve agency workflows
Connect with Daniel:
- Website
Connect with Mike:
- Website
This episode emphasizes that technology alone isn't the answer; the true leverage stems from resolving fragmentation through process discipline, ownership, and strategic automation. By aligning tools, workflows, and team efforts into a unified system, agencies can dramatically increase profitability, reduce burnout, and sustain scalable growth.
Discover actionable strategies to boost your insurance agency’s growth without adding extra headcount. Hosted by industry experts Daniel Metcalf and Mike Stromsoe, this episode dives into the power of retention, cross-selling, and building systems that create long-term client relationships.
Key Topics:
- The importance of viewing renewals as a sales process rather than an admin task
- How to use data analytics and AI to identify and repair leaky buckets in client retention
- Strategies for onboarding clients to start retention efforts early, even before renewals
- Leveraging existing client relationships for referrals and cross-sells
- Building a client-centric team culture to prevent commoditization
- The role of communication and systems in proactive relationship management
- Financial impact of retention: lifetime value versus short-term revenue
- The "Save Plays" system for at-risk accounts to retain clients before they shop around
- Data accuracy and clean data as the foundation of effective retention strategy
- How market softness makes existing client relationships even more vital for cash flow
Connect with Daniel:
- Website
Connect with Mike:
- Website
Stay ahead in your agency’s growth by building a systemized, client-focused approach. Don’t just chase new business—maximize what you already have with proven retention strategies, effective data use, and strong team communication.
This episode explores the disconnect between activity and performance in insurance sales, emphasizing the role of AI and automation in optimizing producer effectiveness. Hosted by Daniel Metcalf and Mike Stromsoe, it offers actionable insights on metrics, training, culture, and scaling strategies for successful agencies.
Key Highlights:
- Activity vs. Performance Metrics
- Role of AI and Automation in Sales
- Training and Skill Development for Producers
- Building a Culture of Accountability
- Predictive Analytics and Revenue Scaling
Chapters:
00:00 Introduction to Scaling Insurance Agencies
00:51 Understanding the Producer Problem
04:01 Activity vs. Performance in Sales
11:36 Metrics that Matter: Activity vs. Outcome
17:31 Key Performance Indicators for Producers
22:43 Sales Meetings: From Story Time to Accountability
39:47 Culture and Leadership in Sales Teams
If you’re considering a transformative step in your agency, join us for the next LIVE Masterclass to craft your personalized growth plan.
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In this episode, Mike Stromsoe and Jesse Parenti explore the pitfalls of being a generalist in insurance, the power of niche specialization, and strategies to build credibility and authority in the industry. They share insights on how focusing on a niche can accelerate success, leverage technology, and create predictable pipelines.
Key Highlights:
- The pitfalls of being a generalist in insurance
- The importance of niche specialization for growth
- Strategies to build credibility and authority
- Leveraging technology and AI to accelerate success
- Creating predictable pipelines and high-value relationships
Chapters
00:00 Introduction to Specialization in Insurance
03:07 The Downfall of Generalists
05:48 Building Authority and Credibility
08:55 The Power of Niche Marketing
11:54 The Quote Machine Trap
14:52 Empowering Producers Through Focus
17:58 The Importance of Problem Solving
21:04 Finding Your Niche
24:03 Leveraging Technology for Success
26:54 Positioning Language in Sales
29:52 The Pathway to Niche Success
32:54 Conclusion and Call to Action
Scaling Success in Insurance Agencies: How to Overcome the Stuck Point and Embrace the Future
In this episode of the Scaling Your Insurance Agency podcast, Daniel Metcalf and Mike Stromsoe explore why successful-looking agencies often feel stuck and how strategic redesign, leadership shifts, and embracing AI and automation can unlock new growth. If your agency feels steady but stagnant, this discussion offers practical insights to propel you forward.
Key Topics:
- Why agencies can appear successful externally but be internally stuck
- The difference between growth and scaling, and why the latter requires a mindset shift
- How to redesign your agency’s identity around technology, AI, and automation
- The importance of leadership in preparing for and implementing change
- Practical steps for defining your niche, measuring outcomes, and aligning your team
- The critical role of trust, communication, and clarity in scaling efforts
- The impact of tech enablement on productivity, revenue, and agent performance
- Readiness factors for adopting AI and automation successfully
- Real-world examples of pilot programs shifting producers from personal to commercial insurance
- The future potential: creating autonomous agencies with AI-driven producers
Resources & Links
- Reagan Company Industry Report on Tech-enabled Producers
- Natty Lewis - Change Management Expert
- Agenta AI Solutions
- Big I Study on Agency Technology Adoption
If you’re considering a transformative step in your agency, schedule a free consultation with our ONYX Scaling Sessions to craft your personalized growth plan.
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The fastest-growing insurance agencies are not doing more work. They are doing the right work.
Mike Stromsoe welcomes Dominic Piccirillo, co-founder of Elevate Teams and former insurance agency owner. Dominic shares how outsourcing and team augmentation can unlock massive growth for independent agencies while freeing licensed staff to focus on revenue generating work.
You will learn how agencies can delegate up to 70–80% of routine tasks, build stronger systems with SOPs, and create a win for owners, team members, and global talent.
Key Highlights
- How Dominic’s journey from intern to agency owner shaped his approach to building better teams.
- The moment he realized most agency tasks did not require licensed staff.
- How outsourcing routine work allows account managers to focus on revenue and relationships.
- Why Elevate Teams focuses on augmenting staff rather than replacing employees.
- How structured training and vetting creates higher quality remote team members.
- The new SOP service that helps agencies document systems and scale faster.
Chapters
00:00 Why growing agencies need better team structure
01:05 Dominic’s path from intern to insurance agency owner
04:30 The breaking point that led to outsourcing
06:23 How Elevate Teams was created
07:23 The win win win model for agencies and global talent
09:14 The types of roles Elevate Teams provides
12:10 Why SOPs and systems are critical for scaling
14:01 How much agency work can really be outsourced
17:17 Overcoming concerns about hiring remote talent
21:00 How Elevate Teams matches agencies with the right people
25:24 Final advice for agency owners looking to scale
About Dominic Piccirillo:
Dominic is an entrepreneur and founder of The Cody Group. He began his career in the insurance industry as an intern in 2006 at The Mogil Organization eventually moving to The Excelsior Group six years later. After gaining valuable industry experience by working in the commercial, personal, and claims departments, Dominic decided to start his own brokerage in 2014. Doing so has allowed him to build a company culture that is hard- working, fun and energetic alongside a client base of similarly minded people. Dominic Co-Founded Elevate Teams in 2022. When he’s not working he is an avid surfer, golfer, and snowboarder.
In the fast-evolving landscape of the independent insurance industry, one crucial question emerges: How can agencies effectively blend human work with machine capabilities? In this post, we're diving deep into the distinct roles of humans and machines in insurance agencies, exploring the potential for increased efficiency and enhanced client relationships. Let’s break down the insights shared by industry experts in the latest Scale Your Insurance Agency podcast.
Understanding the Roles of Humans and Machines
The conversation about machine work versus human work is more pertinent than ever in the insurance sector. Machines are designed to remove friction in operations, while humans excel at building trust and nurturing relationships. This balance is essential for agency leaders who want to leverage technology without losing the personal touch that clients value.
Human Work: Building Trust and Relationships
Human work in an insurance agency encompasses tasks like:
- Judgment and Understanding: Assessing client needs for coverage options.
- Creativity: Crafting tailored solutions for diverse client scenarios.
- Relationship Management: Nurturing long-term client relationships.
These elements underscore the importance of human interaction in a field that relies heavily on trust and personalized service. As the industry becomes more complex, freeing up human agents from repetitive tasks is crucial for them to focus on these critical aspects.
Machine Work: Enhancing Efficiency
Machines excel at repetitive, rules-based tasks. Here’s how agencies can leverage technology:
- Automating Routine Tasks: Data entry, document chasing, and renewals can be automated, allowing agents to focus on client engagement.
- Creating Playbooks: Instead of rigid standard operating procedures, agencies can develop flexible playbooks that guide machine operations while allowing for adaptability.
By employing machines for these tasks, agencies can significantly increase efficiency and reduce the time spent on mundane tasks, ultimately leading to higher productivity.
The Importance of Intentional Separation
One of the key insights shared in the podcast is the necessity of intentionally separating machine work from human work. This intentionality allows agencies to:
- Maximize Efficiency: By ensuring that machines handle only repetitive tasks, human agents can dedicate their time to higher-value activities.
- Enhance Client Interactions: With more time freed up, agents can strengthen relationships with clients, leading to better service and increased retention.
As the independent insurance industry evolves, so must the strategies employed by agencies. By understanding the balance between machine work and human work, agency leaders can enhance efficiency, reclaim valuable time, and ultimately foster stronger client relationships. Embrace the future of insurance by leveraging technology to create a more productive and client-focused agency.
Are you ready to make this transition?
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Welcome to the Scale Your Insurance Agency podcast! Today, we tackle a pressing question: Are you the orchestra conductor of your agency, or are you still the first violinist? In this post, we’ll explore the necessary leadership mindset to scale your independent insurance agency, focusing on the transition from being the top producer to leading your team effectively. If you find yourself overwhelmed and doing everything, this guide will help you make the shift toward successful agency scaling.
Key takeaways:
- The conductor of an orchestra represents effective leadership in an agency.
- Transitioning from operator to leader is essential for scaling.
- The skills that built your agency won't necessarily help it scale.
- Machines can remove friction, allowing leaders to design capacity.
- Accountability is crucial for empowering teams and ensuring execution.
- Leaders must redesign systems to facilitate growth and efficiency.
- Trust is built through human interaction, not just automation.
- Scaling requires simplicity, not complexity.
- Empowerment without accountability can lead to drift and confusion.
- Leaders are responsible to their teams, not for them.
Chapters:
00:00 The Role of Leadership in Scaling Insurance Agencies
06:02 Transitioning from Operator to Entrepreneurial Leader
11:50 Designing Capacity and Trust in Leadership
17:47 Redesigning Systems for Growth
24:13 The Importance of Accountability in Leadership
30:00 Five Shifts to Become an Entrepreneurial Leader
To scale your insurance agency effectively, you need to embrace a leadership mindset that prioritizes empowerment, strategic design, and simplicity. The shift from being the first violinist to the orchestra conductor may feel daunting, but it’s essential for achieving long-term growth and success.
Are you ready to make this transition? Embrace these insights, trust your team, and watch as your agency scales to new heights!
Schedule Your Onyx Scaling Session Today: https://upponyx.com/
In this episode, Daniel Metcalf and Mike Stromsoe discuss the challenges and opportunities faced by independent insurance agencies as they scale. They emphasize the importance of visibility in understanding progress, the current landscape of AI in the industry, and the need for predictive analysis to drive future growth. The discussion also highlights the significance of leadership, structure, and technology in overcoming fragmentation and achieving sustainable growth.
Key takeaways:
- You're not behind, you just can't see it.
- Visibility is crucial for understanding agency progress.
- 83% of agencies have used AI, but only 10% see ROI.
- Clarity of vision is essential for agency growth.
- Revenue growth without system growth feels like falling behind.
- Leadership must evolve as agencies scale.
- Fragmentation can hinder agency efficiency and growth.
- Predictive analysis can help agencies plan for the future.
- Technology should complement human efforts, not replace them.
- Agencies need to identify and address workflow gaps.
Chapters:
00:00 Unlocking Potential in Insurance Agencies
03:11 Visibility: The Key to Progress
05:51 AI in Insurance: The Current Landscape
08:51 Predictive Analysis: Looking Ahead
12:03 Overcoming Fragmentation in Growth
15:12 Leadership and Structure in Scaling Agencies
17:59 The Role of Technology in Agency Growth
21:01 Final Thoughts and Future Opportunities
In this conversation, Daniel Metcalf and Mike Stromsoe discuss the critical importance of clarity over speed for independent insurance agencies looking to scale.
They share insights from their experiences, emphasizing that moving quickly without a clear plan can lead to wasted resources and a reactive culture. The discussion covers the costs of rapid hiring, the pitfalls of adopting new technology without a strategy, and the necessity of having systems in place to support growth. They also highlight the importance of clear communication and leadership in building a proactive culture and preparing for exponential growth.
Chapters
00:00
The Importance of Clarity in Scaling Insurance Agencies
02:53
Lessons from Experience: The Dangers of Speed
05:45
Creating a Proactive Culture
08:51
The Cost of Going Fast: Hiring and Turnover
12:08
Navigating Technology: The Shiny Object Syndrome
15:00
The Role of Systems in Scaling
18:05
Defining Clarity: Mindset and Communication
21:02
Key Metrics for Clarity and Growth
24:04
Preparing for Exponential Growth
27:08
The Team Readiness Myth
30:00
Leadership and Communication: Building a Culture of Ownership
33:04
Final Thoughts: Simplifying for Success
Most agency owners don’t struggle because they lack effort. They struggle because they lack a system that scales with them. Hosted by Daniel Metcalf with Mike Stromsoe, this episode breaks down the UPP Onyx Agency Operating System and explains why growth stalls when operations, accountability, and leadership aren’t aligned. Together, they unpack the real structure […]
Training and leadership are still the two biggest constraints holding independent insurance agencies back. In this episode, I sit down with Justin Goodman to talk about how agencies can finally solve both without burning out owners or losing great people to competitors. Justin shares the real story behind Total CSR and why daily, practical training […]
If you want more out of life and business next year, it starts with becoming more of who you’re capable of being. In this solo episode, I share the exact year-end framework I’ve used for decades to design my most joyful, fulfilling, and successful years. I walk through three simple but powerful questions that shape […]
Predictability is becoming one of the most valuable advantages in today’s insurance market, and data and technology are finally making it possible. In this episode, I sit down with Dylan DiMarchi, Co-Founder and CEO of Eventual, to explore how independent agents can use price guarantee strategies to stand out, retain clients, and grow in a […]
Scaling an agency requires clarity, intentionality, and the courage to focus on what truly drives growth. In this episode, I share the mindset and systems used by top independent insurance agencies to compress time, eliminate distractions, and scale faster than ever before. I also introduce Onyx, our new high-level program built for agency owners who […]
The most powerful advantage in your agency might not be what you think—it’s understanding how your people work best. In this episode, I sit down with Ashley Harwood, entrepreneur, national speaker, and author of Move Over Extroverts, to explore how introverts and extroverts can work together to create balance, trust, and unstoppable growth within your […]
The fastest-growing agencies aren’t just built on strategy—they’re powered by accountability. In this episode, I sit down with Joel McKinley, our Director of Accountability at UPP and a 20-year U.S. Army Ranger veteran, to talk about how true ownership transforms teams from task-driven to results-driven. We dive deep into what it really takes to create a culture where accountability is embraced, not enforced—and where every team member takes responsibility for their own success.
Sharing how trust, clear expectations, and consistent follow-through can help agency owners shift from micromanaging to leading with confidence. Together, we break down practical ways to build accountability into your agency’s foundation—so your people don’t just show up for work, they show up for results.
Highlights:
- How accountability builds trust and empowers independent insurance agency teams to own their results.
- Why accountability must start with leadership—and how agency owners can model it daily.
- The difference between holding people to tasks versus holding them to outcomes that truly matter.
- How consistent one-on-one accountability builds confidence, clarity, and momentum across your agency.
- Ways to identify and eliminate “busy work” so your team focuses on high-value, productive activity.
- How building an accountability culture attracts A-players who want to grow and lead within your agency.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Live Events: http://uppmastermind.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
True leadership isn’t about tasks—it’s about unlocking the greatness inside your people. In this episode, I talk with Natty Lewis, an entrepreneur who has built and sold seven companies and now leads Ascend EQ, helping agencies harness emotional intelligence to elevate culture, retention, and revenue.
Natty shares powerful insights into why so many agency teams get stuck in “task mode,” how identity and labeling impact performance, and what leaders can do to close the gap between expectations and reality. We also dive into the role of emotions in the workplace and why employees can’t deliver an experience for clients that they don’t feel themselves. This conversation is a roadmap for agency owners who want to build a team that is not only productive but inspired—one that creates lasting client loyalty and greater profitability.
Highlights:
- How shifting from a task list mindset to a big-picture identity transforms performance and client experience.
- Why labels like “CSR” or “sales rep” limit potential and how to reframe them into empowering identities.
- The direct connection between emotional intelligence, retention, and revenue growth.
- How leaders can intentionally shape agency culture through communication and expectations.
- Why emotions drive behavior and how to equip employees with tools to manage them effectively.
- Ways to ensure your team feels seen, heard, and valued—so they can provide that same experience to clients.
About Natty Lewis:
Meet Natty, a true entrepreneur. She has started and sold 7 companies. She is currently the visionary behind Ascend EQ, a company that dives into human emotions and how to use them to your advantage. She has 25 years of experience in marketing and sales. Her expertise extends far beyond traditional business strategies; Natty has delved deeply into understanding human behavior, particularly what drives people to initiate projects but often prevents them from seeing them through to success.
Natty has not only founded companies but has also collaborated closely with diverse professionals ranging from athletes to business owners and influencers. Through these interactions, she uncovered a profound insight: the transformative power of emotional intelligence (EQ). Natty believes that elevating EQ levels doesn’t just enhance individual capabilities; it catalyzes a ripple effect across all aspects of life — from increased revenue and productivity to fostering purposeful relationships and living with greater intention.
In essence, Natty’s journey is a testament to her commitment to empowering individuals to achieve holistic success, where personal and professional growth converge to create a better life for all.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Live Events: http://uppmastermind.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
The agencies that will win in the future are the ones embracing AI today—and Daniel Metcalf is laying out the roadmap. In this episode, I talk with Daniel about how generative AI and automation are transforming independent insurance agencies into faster, smarter, more profitable operations.
As we continue to break down AI and integrate it into real-world workflows, we explore how top agencies are combining quick wins with long-term strategy to achieve measurable ROI, free up staff time, and create capacity for growth. Daniel also shares how AI dashboards are giving leaders the visibility to track progress, hold teams accountable, and make smarter decisions. This conversation is about more than technology—it’s about overcoming fear, embracing innovation, and building a culture positioned for long-term freedom and success.
Highlights:
- How generative AI and automation are working together to transform agency workflows beyond simple task elimination.
- Ways to achieve measurable ROI, including examples of agencies saving hours per employee each week.
- Why quick wins build the confidence needed for long-term AI adoption and cultural integration.
- How an AI dashboard can act as your agency’s scoreboard, keeping you accountable and on track.
- The mindset shifts required to overcome fear and lead your team confidently into an AI-driven future.
- Why younger, tech-enabled producers are already outpacing their peers—and how agencies can harness this advantage.
About Daniel Metcalf:
AI & Cyber Authority for Independent Insurance Agencies
Daniel Metcalf is the Co-Founder & President of CyberFin, Strategic Partner and team member for the Unstoppable Profit Producer Program and a nationally recognized speaker, strategist, and evangelist for AI and Cybersecurity in the Independent Insurance Agency industry. His mission is simple but urgent: to help independent agency owners harness the power of AI while staying protected from the growing wave of cybercrime and compliance risks.
With a unique blend of expertise in marketing, technology, and cybersecurity, Daniel translates complex challenges into clear, actionable strategies agency leaders can use today. He has spent his career building and scaling ventures in tech, e-commerce, and revenue operations, and now channels that experience into one clear purpose—empowering insurance agencies to grow safely and profitably in the digital age.
Through CyberFin, Daniel and his team deliver practical, agency-focused AI and cybersecurity solutions designed to protect clients, drive efficiency, and ensure compliance. He is widely recognized as a trusted voice in the industry, regularly speaking at insurance conferences, agency networks, and leadership events across the country.
At his core, Daniel is a tech enthusiast with an entrepreneurial spirit—a leader passionate about protecting and advancing the independent agency channel. His message is clear: the future of insurance belongs to those who embrace AI and protect against cyber risks, and he’s here to guide agencies every step of the way.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Live Events: http://uppmastermind.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
The smartest agencies aren’t just selling insurance—they’re reimagining how every back-office process works. In this conversation with Chris Paradiso, I explore how he’s using AI and automation to transform his agency’s operations while giving his team the tools to work faster, smarter, and with greater accuracy. Chris shares how platforms like the Intelligent Agent are helping streamline communication, improve accuracy, and free up licensed agents to focus on what they do best: building relationships and earning client trust. This isn’t about replacing people—it’s about empowering them with the right tools to thrive in today’s marketplace.
Highlights:
- How AI-powered questionnaires can help generalist agents uncover the right details and reduce errors.
- Why simplifying communication at an eighth-grade level builds stronger client trust.
- Practical ways to use AI for policy comparisons, renewal reviews, and identifying missed coverage opportunities.
- How a “closed” AI environment ensures accurate answers and protects sensitive client data.
- The impact of removing workplace distractions like Slack and replacing them with smarter AI-driven support.
- Why speed and clarity in communication directly improve closing ratios and client retention.
About Chris Paradiso:
Chris Paradiso is the Founder & Agency Owner of Paradiso Insurance and the driving force behind Paradiso Presents, recognized as a marketing and branding powerhouse in the insurance industry.
- Entrepreneurial Foundation
Launched Paradiso Insurance that Chris and his team have built it into a thriving, multi-state firm—now with 80+ team members and a footprint in at least 37 states, with expansion plans continuing strong. - Digital & Social Media Maverick
Chris stands out in a traditionally slow-moving industry by mastering online marketing. He’s a dynamic speaker, educator, and author, teaching agents nationwide how to harness digital tools like social media, SEO, blogging, and analytics—not fluff, but real tactics that drive results. - Coaching for Purpose & Freedom
Through Paradiso Presents LLC, he empowers independent agencies to thrive amid industry upheaval— not just survive, but dominate. His offerings range from marketing roadmaps to leadership training, delivered with real-world examples and high impact. - Award-Winning Visionary
A winner of the Safeco and Liberty Mutual National Agent for the Future Award (2019), Chris’s Parcel Delivery Division is now the second largest in the country for FedEx independent contractor insurance, and rapidly growing with Amazon DSPs and LSPs. - Forward-Focused Innovator
Known as a digital pioneer, he’s pushing the edge with data-driven insights through work with Aureus Analytics, improving customer understanding and profitability for agencies everywhere. - Heart-Driven Leader
At his core, Chris is a family man who leads with passion. He operates on the principle that when you do what you love, “you’ll never work a day in your life
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Live Events: http://uppmastermind.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
The fastest way to lose a prospect is friction, and Ray Huang is helping agents eliminate it for good. In this episode, I sit down with Ray, Head of Growth at Canopy Connect, to explore how their insurance data intake platform is helping over 12,000 agents collect complete, verified client information in seconds.
Ray and I discuss why reducing the number of follow-ups, form fields, and back-and-forth emails is the key to winning more business faster. We dive into how Canopy Connect lets clients share policy details, dec pages, driver info, and even claims history directly from their carrier, streamlining the quoting process while building trust and professionalism. If your agency is still chasing down missing documents or rekeying data, you’re leaving time, revenue, and client satisfaction on the table.
Highlights:
- How eliminating friction in your intake process leads to higher quote conversion and better client experience.
- Verified data direct from the carrier is more accurate, secure, and time-saving than manual entry.
- Ways to use Canopy Connect to shorten sales cycles and boost professionalism from the first interaction.
- How to implement smart automations that guide prospects and reduce drop-off during the quoting process.
- The real reasons prospects ghost agents—and how better intake removes barriers to trust.
- Actionable steps to increase revenue per lead by leveraging data instead of chasing it.
About Ray Huang: Ray Huang has helped dozens of startups and growth companies over his 20-year career develop strategies and implement tactics that yield high-impact business results. As the Head of Marketing for Canopy Connect, he’s grown the platform into the market-leading insurance intake platform for insurance agents and beyond.
https://www.usecanopy.com/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Live Events: http://uppmastermind.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Diving into the crucial topic of why you MUST monitor your online presence. From branding essentials to cutting-edge tools, Mike shares invaluable tips to help you enhance your brand identity and consistency. He recommends Donald Miller’s book “Building A Story Brand” for mastering brand messaging and discusses the importance of social media engagement, content marketing, and robust email marketing strategies.
This episode also highlights the importance of maintaining a stellar e-commerce platform and leveraging analytics for informed business decisions. We’ll explore the vital role of customer support, adaptability, and innovation, all aimed at impacting lives personally and professionally.
Whether you’re looking to ramp up your recruiting efforts, improve your business success, or simply ensure your online presence is top-notch, this episode has you covered. So tune in and get ready to transform your online presence into a world-class operation.
Highlights:
- Ensure all brand elements are uniform across platforms for a cohesive identity.
- Create engaging and relevant content to captivate your audience.
- Develop a unique selling proposition that clearly differentiates your brand.
- Maintain active and engaging profiles on key social media platforms.
- Respond promptly to customer reviews and feedback.
- Produce blogs, videos, and educational content to maintain visibility.
- Focus on personalized, value-driven messages and consistent newsletters.
- Ensure your e-commerce platform is reliable and user-friendly.
- Use tools like Google Analytics for informed decision-making.
- Guarantee responsive design, fast loading speeds, and effective CTAs.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Live Events: http://uppmastermind.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
The future isn’t coming—it’s already here, and it’s AI-first. In this powerful conversation with Erik Jensen, I uncover what it really takes to build an agency from the ground up with automation, bots, and agentic AI at the core. Erik, a seasoned executive leader and founder of InsureCor and Hatteras Insurance, brings over two decades of experience in operations, M&A, and technology strategy, making him one of the most forward-thinking voices in insurance tech today.
Diving into how he’s reimagined every aspect of his operations by starting with AI first, building workflows where bots do the heavy lifting and humans step in only where truly needed. From native AI and robotic process automation (RPA) to team leadership and scalable tech stacks, this conversation is a masterclass in building an optimized, future-proof agency. If you’re ready to multiply your team’s capacity, increase revenue per employee, and truly operate with a growth mindset, this is the blueprint.
Highlights:
- Understand the difference between native AI, agentic AI, and RPA—and how to use each strategically in your agency.
- Learn how starting with AI-first operations can increase revenue per employee to $400K–$600K or more.
- Discover why listening to your team is the critical first step to identifying what should be automated.
- Explore real-world examples of AI intake bots, quoting bots, and multi-layered automations working together.
- Learn how to create a “tech brain” hierarchy with multiple bots feeding into a central AI system.
- Get inspired by the agency-as-a-lab model that tests, learns, and adapts in real time to stay ahead of the curve.
About Erik P. Jensen:
Erik P. Jensen is a tech-forward insurance strategist with over 20 years of experience across sales, operations, and executive leadership. As founder of Holistic Business Consultants, he leads a suite of interconnected companies transforming how independent insurance agencies grow, compete, and scale through technology.
Erik is the creator of:
- InsurCore – A consulting and implementation firm focused exclusively on modernizing independent agencies.
- ZoInsure – A full-featured, customizable AMS/CRM built on Zoho One with native AI agents, workflow automation, and real-time insight tools.
- Hatteras Insurance – His own Florida-based agency, operating as a living case study for modern tech-enabled growth.
- IO – A lead gen platform using AI to qualify, route, and nurture leads automatically.
He and his team have developed one of the industry’s most comprehensive and intelligent ecosystems, including a proprietary AI-enhanced knowledgebase with thousands of carrier profiles, SOPs, training scripts, and service workflows—powering both agency staff and automated AI agents.
With voice-based learning tools and native AI support rolling out soon in ZoInsure, Erik continues to push the boundaries of what’s possible in the insurance space—helping independent agencies thrive without adding overhead.
Websites:
- InsurCore
- ZoInsure
- IO
- Hatteras Insurance
- Holistic Business Consultants
LinkedIn: linkedin.com/in/erikpjensen
erik@insurcore.io
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Live Events: http://uppmastermind.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
When trust becomes your agency’s fastest growth lever, the game changes—and Ryan Hanley is here to prove it. In this episode, I talk with Ryan about his journey from agency owner to tech innovator and how his new venture, Linqura, is transforming the way commercial insurance agencies build trust more efficiently.
We dive into the rising importance of data privacy in AI tools, why most agents are still overwhelmed by fragmented tech stacks, and how Linqura is creating a secure, AI-powered solution that makes every agent a commercial expert, without needing to reinvent the wheel. Ryan shares how agency teams can reduce 15 tabs down to 3, win more business by identifying policy gaps, and finally give CSRs the time and space to upsell, cross-sell, and serve at a higher level. If you’re serious about operational excellence and lasting client relationships, this conversation is packed with insight.
Highlights:
- Why agentic AI will reshape commercial insurance—and how it differs from traditional large language models.
- How to win more business by shifting your focus from speed-to-bind to speed-to-trust.
- A simple strategy to reduce systems from 15 to 3 and save hours on every submission.
- Ways to automate coverage gap analysis and use it to create better client conversations.
- The real reason CSRs don’t upsell—and how better tech can free them up to do so.
- How to ethically harness client data with privacy-first AI and still deliver unmatched insights.
About Ryan Hanley:
Ryan Hanley is the Chief Growth Officer of Linqura, the only agentic AI growth engine for commercial insurance profitability, and the founder of Finding Peak, a leadership coaching company. Ryan previously founded Rogue Risk, a first-of-its-kind digital commercial insurance agency, and held executive leadership positions across the technology, fitness, and insurance industries. In addition, Ryan is a sought-after keynote speaker on leadership, growth, and technology, bestselling author of Content Warfare, and producer of the Apple Top 20 podcast, The Ryan Hanley Show.
https://ryanhanley.com/hanley/
https://lnk.to/ryanhanleyshow
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Live Events: http://uppmastermind.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
When a speaker leaves an entire room buzzing, you know they’re onto something powerful—and that’s exactly what happened when Daniel Metcalf shared his insights at our Grand Mastermind. In this episode, I finally got him behind the mic to break down what’s really happening at the intersection of AI, cybersecurity, and independent insurance agency growth.
Daniel, co-founder of CyberFin and a seasoned expert in both AI and security, shares how agencies can stop drowning in AI “features” and start extracting real business benefits. We explore how to build a protected, efficient agency tech stack with AI and automation at the core—freeing up your people, reducing risk, and ultimately driving profitability. Daniel also walks us through how to identify repetitive tasks ripe for automation, the right way to adopt AI tools without compromising data, and why building a custom AI “co-CEO” might be your smartest next move.
Highlights:
- How to identify and automate the most time-consuming, repetitive agency tasks for maximum efficiency gains.
- Why “features fatigue” is real—and how to focus on AI tools that actually deliver measurable ROI.
- What agentic AI is, how it differs from bots, and how it’s quietly reshaping operations in forward-thinking agencies.
- The real risks of unsecured AI use in agencies and how to implement zero-trust, verifiable AI policies.
- How to reverse-engineer your agency’s structure by leading with AI, then layering in VAs and licensed experts.
- Why your first AI move should be building a custom GPT “co-CEO” to guide strategic decisions and save hours of thinking time.
About Daniel Metcalf:
Daniel Metcalf, Co-founder & President of CyberFin. Daniel’s a Speaker & Cybersecurity Evangelist for the Insurance Industry on a mission to simplify cybersecurity for SMBs, and especially for Financial and Insurance Agencies.
His mission and my passion is to protect entrepreneurs and agency owners from cyber-crimes & compliance fines.
But my journey doesn’t stop there.
With a rich background in marketing, tech, and e-commerce, Daniel’s worn multiple hats – from a visionary entrepreneur to a results-driven Chief Revenue Officer. His expertise in revenue operations for tech and e-commerce companies has consistently driven growth and innovation to all my endeavors.
At his core, he’s a tech enthusiast with an entrepreneurial spirit, a Marketing Maverick with a Tech Twist, always eager to connect, collaborate, and create.
Whether it’s pioneering cybersecurity solutions at CyberFin or strategizing revenue growth for tech ventures, Daniel thrives on challenges and the thrill of innovation.
If you’re an entrepreneur, business owner, or just someone passionate about tech and innovation, let’s connect and explore synergies!
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
When quoting time drops from ten minutes to two, you don’t just save time—you transform how your agency operates. In this episode, I sit down with Carl Ziade, co-founder of Gaya.ai, to explore how his lightweight AI solution is helping independent insurance agencies reclaim up to 70% of their team’s time.
Carl breaks down how Gaya’s “super-copy, super-paste” technology eliminates redundant data entry across AMS, raters, and carrier portals. We discuss how agencies of all sizes are using this simple but powerful tool to reduce friction, increase quoting capacity, and ultimately boost profitability without increasing headcount. More than just automation, it’s a people-first approach to technology that empowers CSRs, processors, and producers to focus on what really matters—serving clients and growing the business.
Highlights:
- Learn how one simple browser extension can eliminate repetitive form-filling across your entire quoting process.
- Understand why freeing up 70% of your team’s time isn’t about cutting staff—it’s about giving them time to do higher-impact work.
- Discover how agencies are onboarding Gaya in under two weeks, starting with just two team members to build internal champions.
- Hear how Gaya adapts to both personal and commercial lines, including non-bridging carriers and PDF applications.
- Find out why Carl emphasizes that great processes must come before technology—so you scale the right way.
- See how adopting tech like Gaya boosts agency value and multiple—especially crucial in a changing ownership landscape.
About Carl Ziade:
Carl Ziade is the co-founder and CEO of Gaya.ai, an AI startup putting an end to repetitive data entry in the insurance world. Gaya’s browser extension lets agents supercopy data from anywhere and superpaste it directly into carrier portals — cutting quoting time in half across both Personal and Commercial Lines. Carl holds an MBA from Stanford, where he met his co-founder Jean-Pierre. He’s also a computer engineer who’s been deep in AI for over a decade. Carl didn’t stumble into insurance — he earned it, after spending over a thousand hours shadowing agents and CSRs as they quoted and serviced policies. As of May 2025, Gaya is being used by more than 150 agencies including top 5 brokers.
https://gaya.ai/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
When someone on stage says your bots are already outdated, you sit up and listen—and that’s exactly what happened when I heard Vishal Rohra speak. His message about AI coworkers being the future of independent insurance agencies wasn’t just compelling, it was urgent. In this episode, Vishal, co-founder of K.ai, explains how AI has evolved beyond traditional bots into adaptive, trainable digital teammates—AI coworkers who can learn your agency’s processes, take on repetitive tasks, and free up your human team to do what they do best: build relationships and close business. We explore how these tools are already being used in real agencies to handle everything from quoting to renewals, and why adopting AI isn’t a luxury—it’s a necessity for survival and growth in today’s competitive landscape.
Highlights:
- Learn how AI coworkers differ from traditional bots and why adaptability is their biggest strength.
- Discover the types of agency workflows AI can take over—from quoting and data entry to carrier logins and form processing.
- Understand how agencies are saving over 100 hours per month by implementing AI coworkers strategically.
- See how AI coworkers integrate seamlessly with your existing systems and workflows without disrupting your team.
- Hear how onboarding can be completed in two weeks, starting small and scaling up as the coworker learns your processes.
- Get inspired to shift your team’s mindset from fear of tech to seeing AI as a powerful tool that honors their time and skills.
About Vishal Rohra:
Vishal is the Co-Founder and CEO at Kay.ai, building AI Coworkers for Insurance Operations. Kay is on a mission to eliminate double entry work across agencies. Their bots can navigate any carrier or agency management system, and pick up tasks across submissions and servicing. Previously, Vishal worked as a machine learning initiative across Microsoft and Twitter, before joining the South Park Commons Fellowship. They are backed by Insurance Associations and Industry veterans to disrupt the $300B BPO market.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.co
Website: http://unstoppableprofitproducer.com/
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Sometimes, one sentence from someone you love can shape your destiny. In this special episode, I share the deeply personal story behind my new book, The Power of Three.
Inspired by a message from my late father, this book is the product of decades of growth, reflection, and a mission to help others live with purpose. I walk you through the heart of the book—how discovering your top three personal talents or superpowers can unlock greater impact, profit, and fulfillment. Whether you’re leading a team or seeking your next breakthrough, this episode is your invitation to find and unleash the power already inside you.
Highlights:
- How to uncover your top three personal strengths and use them to unlock massive impact and fulfillment.
- The role legacy and leadership play in building a life that outlives you—and how to start living that mission today.
- Practical frameworks from the book to help you lead your team better, set goals that matter, and achieve lasting success.
- The power of personal routine and accountability systems that help turn your gifts into consistent action.
- Why “you get to do it” is more powerful than “you have to do it”—and how this simple mindset shift transforms everything.
- How real agency leaders are thriving by aligning their roles with their true talents—and how you can do the same.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Twenty years ago, I was figuring out how to go paperless, and today, technology is revolutionizing our industry—but too many agencies are still stuck in the past. My guest, Rob Bowen, founder of Patriotic Insurance Group, has embraced automation, bots, and AI to eliminate manual work, improve efficiency, and free his team to focus on what really matters. In this episode, we break down why most agencies struggle with tech (hint: messy data), how automation isn’t about replacing people but enabling them, and why no decision is a decision—if you’re not moving forward, you’re choosing to fall behind. Rob shares practical steps to clean up your data, implement automation without overwhelm, and shift your mindset so you can future-proof your agency.
Highlights:
- Avoiding automation and AI won’t keep your agency safe—it will leave you behind. Adapting to new technology is essential to staying competitive.
- Automation is only as good as the data it runs on. If your AMS or CRM is a mess, AI will only make things worse. Clean, accurate data is key.
- Empower your team to think and act, not just follow orders. This creates a stronger, more efficient workforce and reduces micromanagement.
- Let technology handle repetitive tasks so your team can focus on clients and strategy. Automation is a tool, not a threat.
- Stop wasting time collecting basic info manually. Use tools like Canopy Connect and JotForms to speed up the process and reduce errors.
- Don’t get overwhelmed. Identify your biggest inefficiencies, automate one process at a time, and refine as you go.
About Rob Bowen:
Rob Bowen is the proud owner of Patriotic Insurance Group, a seasoned veteran, and a cornerstone of his community. With a wealth of experience spanning a decade in the insurance sector, Rob is dedicated to delivering tailored solutions that protect his clients’ interests.
Having served his country with honor, Rob brings a disciplined approach and strong values to his work. His military background instilled in him a deep sense of responsibility and a commitment to service, which he translates into ensuring his clients receive top-notch insurance coverage and personalized attention.
Outside of his professional endeavors, Rob is actively involved in community initiatives. He volunteers his time and resources to support local causes and organizations, demonstrating his passion for making a positive impact on the lives of those around him.
As the founder of Patriotic Insurance Group, Rob combines his expertise in insurance with his community-minded approach to provide trustworthy and reliable service. His dedication to excellence and genuine care for his clients make him a respected figure in both the insurance industry and his local community.
With the acquisition of Burkhard-Evans in Inlet NY he has expanded the ability to serve clients all over NY state and surrounding states.
Patriotic Insurance Group – Personal and Business Insurance
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Success in the independent insurance business isn’t about luck but preparation. In this episode, I take you back to 1998, when I started my agency from scratch. Long hours, early mornings, and sacrifices were the norm, but one defining moment made me realize that preparation isn’t just about work but balance, vision, and showing up where it matters most. I’ll share the hard-earned lessons that separate top performers from the rest and how you can apply them to grow a thriving business without losing sight of what’s important. Let’s dive in!
Highlights:
- Success isn’t built on big wins alone; it comes from the small, consistent habits you commit to every day.
- The work you put in before others even start their day gives you a competitive edge and sets the tone for long-term success.
- Staying focused, resilient, and intentional in your approach will determine how far you go in business and life.
- No level of success is worth it if you’re not showing up for the people who matter most in your life.
- Hard work is necessary, but failing to balance business and personal priorities can create challenges that are difficult to fix later.
- Study the habits, strategies, and mindsets of top performers, and apply what works to accelerate your own growth.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Automation can be a game-changer—or a nightmare—if not done right. In this episode, I chat with Austin Moorhead, founder of Lava Automation, a firm specializing in marketing automation and streamlined client acquisition. Austin has helped countless businesses remove bottlenecks in their sales processes, allowing them to grow without being buried in manual tasks. We dive into the critical concept of “get your front door open”—both literally and digitally—so they take action. He shares how businesses can effectively use automation, VAs, and smart systems to attract and convert ideal clients without wasting time on repetitive work. We also break down common automation pitfalls, how to avoid them, and the best strategies for creating a seamless customer journey. If you’re looking to scale smarter, increase efficiency, and make automation work for your business, this conversation is packed with actionable takeaways.
Highlights:
- How inefficient workflows drain time and money, and why automation is the key to sustainable business growth.
- A surprising percentage of potential clients slip through the cracks due to slow or inconsistent follow-up strategies.
- AI-powered tools are transforming client acquisition and reducing workload for small business owners.
- Tips for finding the right VAs, setting expectations, and ensuring they integrate seamlessly into business operations.
- Understanding when and how to reach potential customers can significantly boost conversions and long-term relationships.
- errors businesses make when implementing automation and how to fix them before they cost you clients.
- Strategies for keeping interactions authentic while leveraging technology.
- A look at the future of automation, including emerging trends that will shape how businesses attract and retain clients.
About Austin Moorhead:
Austin Moorhead was a former State Farm agent that saw the light and Co-Founded ANR Insurance, an independent insurance agency. During the transition from the captive world to the independent channel, he noticed a huge need for something he had become super proficient in… AUTOMATION!
Then Conversion Kings was born. Austin saw massive growth in helping agents with automation, however, he also identified the need for someone to assist in running the automation that had been implemented. Austin then founded Lava Automation. Lava Automation provides virtual assistant services and business automation solutions to help companies streamline operations and reduce costs. Their skilled professionals specialize in automating routine tasks, enabling businesses to enhance efficiency and productivity.
https://www.lavaautomation.com/
info@lavaautomation.com
Phone: 503-966-2319
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Ever wondered how top-performing insurance agencies attract and retain the best talent? Laura Hicks dives deep into the secrets of building unstoppable teams in our latest episode! Laura, a renowned trainer, speaker, business consultant, and author of The Blue Circles. Together, we explore the crucial components that contribute to building high-performing agency teams within the independent insurance industry. Laura shares her expertise on the indispensable steps of recruiting, motivating, and retaining top-tier talent, highlighting the critical role of personality profiling and leadership assessments in ensuring a seamless fit within your agency. We discuss how to tailor job ads effectively to resonate with today’s market demands and uncover the nuances of leadership skills that can elevate your team’s performance. With actionable strategies and in-depth analysis, this episode is designed to arm agency owners and leaders with the knowledge needed to cultivate a robust and thriving team culture. Tune in and discover how you can transform your agency environment for unparalleled success.
Highlights:
- Understanding personality profiles to find the right fit for your agency roles.
- Identifying critical hiring challenges including finding the right person, team motivation, and retention strategies.
- Creating job ads that attract suitable candidates by highlighting your agency’s strengths and culture.
- Utilizing specific assessment tools to evaluate candidates’ sales skills and fit for sales roles.
- Recognizing different motivators among team members to effectively lead and engage them.
- Exploring leadership competencies critical for agency leaders to improve team performance.
- Tailoring job descriptions for specific roles to attract the most qualified candidates.
- Matching behavioral styles with job requirements to ensure the right person for the right job.
- Identifying and managing team members who exhibit a victim mentality to maintain a productive work environment.
About Laura Hicks:
Laura is a trainer, speaker, business consultant and author of The Blue Circles, which is a book about building relationships. Prior to starting her own business, she spent 21 years working in Corporate America in Sales, Marketing and HR, Pacific Bell.
Since opening her business in 2004, Laura helps business professionals:
- Create/tweak ads to attract the right people to apply for your advertised position.
- Has guidelines for the phone call and the in-person interviews or will do it for you.
- Offers several different online assessments including behavioral styles, core values, critical thinking, sales skills and leadership.
- Helps you determine if you have the right people in the right seats or not.
- Works with you on team member conflicts and how to avoid or fix them.
- Leads workshops in person or via Zoom on the topics above.
Laura has spoken at over 1000 events and led over 1000 of her workshops. She has been a member of ProVisors and the Group Leader for the South Bay Women’s Affinity Group since 2013. Laura has 3 certificates in her field:
- Advanced Certified Practitioner (ACP)
- Certified Professional Behavioral Styles (CPBA)
- Certified Professional Motivational Analyst (CPMA)
Simply stated… she has spent a lot of time and money getting certified in many different types of assessments and has trained thousands of people.
When Laura is not working, she loves listening to smooth jazz, watching the NFL, the sun, boating, floating, going to the beach and Disneyland.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Guest host Joel McKinley puts Mike Stromsoe in the hot seat for an in-depth exploration of insurance agency acquisitions. Mike delves into his extensive experience, highlighting how acquisitions form a critical part of a three-pronged strategy to grow an independent insurance agency. He shares insights from his first acquisition just three years after founding his agency in 1998 and emphasizes the importance of having the right people, processes, and strategies in place.
Listeners will benefit from Mike’s detailed discussions on the importance of due diligence, ensuring cultural fit, and the significance of financial planning for maintaining growth post-acquisition. He covers vital aspects such as getting non-disclosure agreements (NDAs) signed early, understanding the motives of potential sellers, and assessing the strategic alignment of acquired clients. Mike also provides a deep dive into financial considerations, including cash flow management and dealing with various lenders while highlighting the need to protect and nurture agency culture throughout the acquisition process. This episode is packed with practical advice and strategies for insurance agency owners looking to leverage acquisitions for rapid and sustainable growth.
Highlights:
- Mike shares the story of his first acquisition in 2001, explaining how early growth set a strong foundation for his agency.
- He reflects on lessons learned from four unique acquisitions and how each experience shaped his approach.
- The importance of cultural alignment is emphasized, ensuring acquired agencies fit seamlessly with your vision.
- Financial planning is key, with a focus on retention, cash flow, and sustaining growth after an acquisition.
- Integrating technology systems like CRMs and AMS can be tricky but critical for long-term success.
- Crafting a strong case to stand out as the best buyer in a competitive market can make all the difference.
- Projected retention rates are broken down, showing their impact on the financial health of an acquisition.
- Financing strategies, from self-financing to bank loans, are explored with practical advice.
- Mike stresses involving CPAs and attorneys early to avoid costly missteps during the acquisition process.
Mastermind: How To Double Your Insurance Agency’s Growth In 2025 Without Doubling Your Workload
Tuesday, January 28th TIME: 9:00am PST
In this high-impact masterclass, Mike will reveal:
- Big mistakes that slow agency growth.
- How to build a strong team and simplify your operations.
- Proven strategies to attract great clients and keep them.
- Systems to lower stress and save time for what matters most.
This isn’t just about working harder—it’s about working smarter. If you’re ready to achieve big results without doubling your workload, this session is for you. Don’t miss your chance to learn directly from Mike Stromsoe and gain strategies to transform your agency for 2025.
Reserve Your Seat Today: https://bit.ly/Masterclass-01-2025-E
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
2025 is the year to actually get shitake done! I’m your host, Mike Stromsoe, and today, alongside Joel McKinley, we’re diving deep into the life-changing power of accountability and how you can get it done in your business and personal life. Joel McKinley, the Accountability Director for UPP members and a former drill sergeant, brings his expertise to the table, sharing insights from his military background and extensive coaching experience. We’ll discuss the significance of external accountability, the role of coaches, and real-life anecdotes illustrating the transformative impact of outside input. Hear about Mike’s journey with a challenging 72-mile bike ride and Joel’s vital role in holding him accountable. We’ll also introduce the upcoming masterclass on scaling your insurance agency without doubling your workload and offer a special article on accountability by email request. Tune in, get inspired, and learn how to integrate accountability into every aspect of your life for unstoppable growth!
Highlights:
- External accountability is crucial for honest feedback and growth.
- Coaches provide outside perspectives, delivering hard truths for improvement.
- Regular, scheduled accountability sessions maximize consistent goal achievement.
- Crafting a vision helps focus on long-term goals over daily distractions.
- Prioritize long-term goals over new, shiny ideas to stay focused.
- Effective accountability requires being open to and comfortable with constructive feedback.
- Accountability thrives on trust and strong, supportive relationships.
- Balancing tough feedback with genuine care leads to positive accountability.
- Upcoming masterclass on doubling insurance agency growth without doubling workload, promotes long-term business strategies.
TOPIC: How To Double Your Insurance Agency’s Growth In 2025 Without Doubling Your Workload
Tuesday, January 28th
TIME: 9:00am PST
In this high-impact masterclass, Mike will reveal:
- Big mistakes that slow agency growth.
- How to build a strong team and simplify your operations.
- Proven strategies to attract great clients and keep them.
- Systems to lower stress and save time for what matters most.
This isn’t just about working harder—it’s about working smarter. If you’re ready to achieve big results without doubling your workload, this session is for you. Don’t miss your chance to learn directly from Mike Stromsoe and gain strategies to transform your agency for 2025.
Reserve Your Seat Today: https://bit.ly/Masterclass-01-2025-E
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Imagine closing out 2025 feeling like you’ve just lived the most incredible year of your life. That’s exactly what we’re working on in this episode. I’ll guide you through an exercise to set a crystal-clear vision for the future, using three powerful questions to shape your personal and professional success.
We’ll dive deep into strategies to create clarity, focus on what truly brings joy, and craft an intentional plan to make your vision a reality. From identifying tasks that energize you to empowering your team and elevating your brand, this episode is all about aligning your actions with your goals.
Whether you’re an entrepreneur, a leader, or someone striving to design your best year, this episode has everything you need to set the foundation for success. Let’s make it happen!
Highlights:
- Create a clear vision for 2025 by imagining your most incredible year.
- Identify tasks you love, tolerate, and dislike to bring more joy and clarity.
- Focus on your top three talents or gifts to maximize effectiveness.
- Set detailed personal goals for health, family, and lifestyle balance.
- Be intentional, accountable, and innovative to elevate your business and personal growth.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Continuing our series featuring cover agents from Rough Notes Magazine, I welcome Russ Castle to the show. Russ is a third-generation insurance broker and a dedicated member of the Unstoppable Profit Producers. He shares his transformative journey in the insurance industry, emphasizing the pivotal role of consistent and targeted marketing in client acquisition.
With a background spanning work with fire sprinkler and extinguisher contractors to finding his stride in landlord insurance, Russ demonstrates the power of passion and specialization in driving business growth. He reveals the groundbreaking strategy behind his sub-brand, “7 Doors or More,” tailored specifically for landlords with seven or more rental properties, along with the unique marketing tactics that set him apart from the competition.
We also discuss the importance of prequalifying clients, maintaining quality contact lists, and taking action on great ideas to achieve unstoppable success. Whether you are an insurance agent or a business enthusiast, this episode is packed with pearls of wisdom to help you grow your business, create wealth, and gain the freedom to enjoy life’s special moments.
Highlights:
- Regular outreach builds recognition and trust, motivating clients to reach out when they’re ready.
- Prequalifying ensures you’re targeting suitable prospects, increasing conversion rates and efficiency.
- Teaching helps solidify your knowledge.
- Giving back enhances your reputation and personal fulfillment beyond professional achievements.
- Focusing on scalable niches maximizes revenue and efficiency, significantly boosting your bottom line.
- Investing in high-quality contact lists streamlines marketing efforts and dramatically improves results.
- Unique direct mail marketing, like gold trifold mailers, can significantly increase engagement and conversions.
- Systematically narrowing down prospects reduces marketing costs and increases return on investment.
- Prioritizing lifestyle flexibility allows for cherished family moments, enhancing personal satisfaction.
- Embrace mistakes as learning opportunities to fine-tune strategies and ensure future success.
About Russ Castle:
Russ Castle is a dynamic and seasoned insurance professional with over three decades of experience in the industry. As the CEO of Insurance by Castle, he has transformed a small operation into a leading insurance provider in California. Known for his exceptional expertise in niches, ethical professionalism, and commitment to unmatched client service, Russ excels in delivering tailored insurance solutions through a broad network of providers, ensuring the best coverage at competitive prices for a diverse range of clients including both businesses and individuals. His strategic leadership has fostered the development of key partnerships and cultivated a company culture focused on integrity and customer satisfaction, which has significantly contributed to the firm’s reputation and growth. Additionally, Russ is an author and real estate investor, dedicated to community service and empowering residential rental owners with his book, Growing Your Real Estate Empire, which offers insider knowledge on managing rental properties in California. His achievements include steering the company’s evolution from a local entity to a recognized name in the national insurance landscape and designing innovative business models that cater to the specific needs of residential landlord owners.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
In today’s episode, I have the incredible honor of talking with Jesse Parenti, the founder of $1,000,000 Niche Masters and a true trailblazer in the insurance industry. Jesse has made remarkable strides in specialized markets, particularly in the cannabis niche, and has been recognized for his innovative approaches. His story includes transforming DOS-based software to improve compliance and efficiency—a game-changer for the industry.
Jesse shares his journey from focusing on pizza delivery insurance to pioneering the cannabis insurance sector. His agency’s impressive feats, like being featured on the cover of Rough Notes Magazine, are just the tip of the iceberg. We delve into his strategic thinking, the importance of technology, and how categorizing clients and implementing audits can dramatically improve profitability. Plus, Jesse unveils his exciting new program, “$1,000,000 Niche Masters,” designed to help professionals master niche markets through an intensive 8-week course and ongoing support.
I’m especially excited because this episode is part of our ongoing series featuring cover agents from Rough Notes Magazine, bringing you firsthand experiences and insights from industry leaders. You’re going to walk away with actionable insights on solving client problems, leveraging technology, and making niche specialization work for you. Whether you’re in employee benefits, financial services, or property and casualty insurance, this episode is packed with strategies to help you grow and thrive in your own specialized market.
Highlights:
- Identify and master niche markets for significant growth.
- Use innovative tools to streamline processes and enhance efficiency.
- Segment clients for targeted, effective management and relationship building.
- Regularly audit client portfolios to improve profitability and risk management.
- Shift focus from selling to solving client problems for sustainable success.
- Take calculated risks to explore and capitalize on emerging markets.
- Ensure clients comply with best practices to optimize performance.
- Stay adaptable and open to change through continuous learning.
- Utilize AI for automating repetitive tasks and improving operational efficiency.
- Passion drives true specialization and sustainable business growth.
About Jesse Parenti:
Advising Board Member – ITW
Founder & CEO – JP Squared Consulting, LLC
National Director of Programs – Foy & Associates, A PCF Member
Founder & National Director – Nine Point Strategies, A PCF Member
Founder & National Director – PizzaSurance, A PCF Member
As Founder & CEO of JP Squared Consulting, a risk management consulting company, Jesse Parenti offers over 19 years of commercial lines risk management, specializing in protecting the transportation and food delivery industry and over 9 years in the Cannabis industry nationally.
Mr. Parenti’s key client base includes last-mile delivery, pizza and food delivery, cannabis cultivators, extractors, manufacturers, B2C delivery, B2B transportation and distribution, and wholesale organizations, including fully vertically integrated operators and publicly traded multi-state operators. He helps create custom solutions as a trusted risk advisor using safety, consulting, HR, and insurance placement.
Jesse has been a proud associate member of multiple business organizations and advocacy groups to build and nurture key relationships and continue to grow his business:
- National Cannabis Industry Association – Risk Management & Insurance Committee
- California Cannabis Industry Association – Retail, Delivery & Distribution Committee and Risk Management & Insurance Committee
- Cal & Sacramento Asian Chamber – Cannabis Division
- California Cannabis Couriers Association
- Cannabis Distribution Association
- Sonoma County Growers Association
- Monterey County Cannabis Industry Association
- Nevada County Cannabis Alliance
- Coachella Valley Cannabis Alliance Network
- Women Grow
- The Cannabis Alliance
- MITA – AZ
- CannaPac
j.parenti@getitw.com
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Welcome listeners to another heartwarming episode, I’m excited to continue highlighting the Top 3% high-achieving agents from our UPP circle, who have also graced the cover of Rough Notes magazine. Today, we have a truly inspiring story to share with you featuring Susan Shaw, the dynamic force behind Shaw Insurance Agency. Susan, along with her family, embodies the spirit of community service and altruism in the most remarkable ways.
In this episode, Susan takes us through her unique journey, from her father’s beginnings in the real estate business to her own bold leap into the insurance world. We’ll dive into the Shaw family’s extraordinary dedication to giving back, spotlighted by their award-winning Goals for Bowls initiative started by her daughter. This incredible program combines a love for soccer, a strong faith, and a commitment to feeding children across the globe. With over 113,000 meals provided and numerous trips to countries like Ghana, the Philippines, and Honduras, Susan’s story is a powerful testament to the transformative impact of heartfelt service.
We’ll also explore Shaw Insurance’s philosophy of business, the importance of choosing the right clients, and how these values are seamlessly integrated into their international mission trips. Susan shares touching anecdotes about how soccer balls and a genuine passion for helping others can change lives. Get ready to be inspired by the Shawesome way of life—a shining example of how blending business with benevolence can create lasting change both locally and internationally.
Goals For Bowls
Highlights:
- Giving back locally and internationally enriches lives and strengthens business and personal bonds.
- Business success can stem from unconventional beginnings, exemplified by career shifts and risk-taking stories.
- Emphasizing personal connections over transactions fosters loyalty and long-term business success.
- Knowing which clients to accept and which to decline ensures healthy, sustainable business growth.
- Learning from experienced family members or industry mentors can expedite knowledge and success.
- Engaging with local boards and organizations promotes business visibility and community strength.
- International experiences and philanthropic work broaden a company’s worldview and enhance its brand.
- Allowing personal faith to guide business practices can create a fulfilling and principled work environment.
- Shared philanthropic endeavors can strengthen family ties and create lasting legacies.
- Flexibility and resilience in facing market challenges maintain business stability and growth.
About Susan Shaw:
Susan Shaw is the co-owner of Shaw Insurance Agency in Hurst, Texas, where she’s built a full-service agency alongside her husband, Howard. Driven by a commitment to integrity, the Shaws prioritize building relationships over transactions, a principle they rooted in their Christian faith and the “Golden Rule.” Under their stewardship, Shaw Insurance expanded from its original home insurance offerings to provide a range of personal and commercial insurance products. Known for their dedication to quality, they work exclusively with A-rated companies, ensuring clients receive coverage from financially stable organizations.
Susan’s background in real estate has helped her guide clients through the complexities of insurance, treating each case like a puzzle to find the best coverage solutions. This hands-on approach has led the agency to rely solely on referrals and networking, as clients are often introduced through mutual connections, reinforcing the agency’s reputation for trust and personalized care.
Beyond her professional achievements, Susan is deeply involved in community service. She serves on multiple nonprofit boards, including the Hurst-Euless-Bedford Chamber of Commerce, where she’s the current board chair, using her role to champion local businesses. She’s also a dedicated volunteer at a local food pantry and actively supports Goals for Bowls (GFB), a charity her daughter, Sarah, founded to provide soccer equipment and food to children in underserved countries. With Susan’s help, GFB has delivered supplies and food globally, including water systems for communities in Guatemala. Through her Rotary membership, Susan is now working to secure a grant for additional clean water systems, continuing her commitment to make a difference both locally and abroad.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
“You can’t always control your situation, but you can always control your attitude.” These powerful words from our guest, Travis Mills. In this episode, we delve into the remarkable journey of Travis, a retired U.S. Army Staff Sergeant from the 82nd Airborne, and one of the very few quadruple amputees to survive his injuries in combat.
Travis takes us through his incredible story, from his humble beginnings in Michigan to a life-changing injury on the battlefield, which led him to become a beacon of hope and resilience for others. We’ll explore his transformative work with the Travis Mills Foundation, dedicated to supporting injured veterans and their families, and hear about how his personal motto, “never give up, never quit,” continues to inspire countless lives.
As we approach Veterans Day, this episode is a tribute to all service members, highlighting Travis’s unwavering optimism, his contributions to the community, and the enduring impact of his positive outlook. Join us for motivation, heartwarming stories, and invaluable lessons from a true recalibrated warrior.
Highlights:
- You can’t control life’s events but can control your response and perspective.
- Persistence through challenges, regardless of their magnitude, is crucial.
- Cherish the importance of community, family, and medical staff during tough times.
- Everyone heals differently; your path is unique and valid.
- Choose optimism and gratitude daily, regardless of circumstances.
- Thriving requires a resilient mentality, focusing on future possibilities and strengths.
- Helping fellow veterans and others can foster personal growth and healing.
- Treat each day as an opportunity for growth, symbolized by the sun’s cycle.
- Innovate in the face of physical limitations, using adaptive strategies to maintain a full life.
- True success and fulfillment come from consistent effort and dedication.
About Travis Mills:
Rest & Relaxation for the Recalibrated
Retired United States Army Staff Sergeant Travis Mills of the 82nd Airborne is a recalibrated warrior, motivational speaker, actor, author and an advocate for veterans and amputees. Travis’s New York Times bestselling memoir, Tough as They Come, is currently available on sale in bookstores everywhere. Despite losing portions of both arms and legs from an IED while on active duty in Afghanistan, Travis continues to overcome life’s challenges, breaking physical barriers and defying odds. Travis lives by his motto:
“Never give up. Never quit.”
On April 10, 2012, United States Army Staff Sergeant Travis Mills of the 82nd Airborne was critically injured on his third tour of duty in Afghanistan by an IED (improvised explosive device) while on patrol, losing portions of both legs and both arms. He is one of only five quadruple amputees from the wars in Iraq and Afghanistan to survive his injuries.
Thanks to his amazing strength, courage, an incredible will to live, the heroic actions of the men in his unit, the prayers of thousands, and all the healthcare providers at the Walter Reed Army Medical Center, near Washington D.C., Travis remains on the road to recovery. Every day is a battle, but Travis continues to astound friends and family alike with his progress and amazing spirit.
In September 2013, Travis and his wife Kelsey founded the Travis Mills Foundation, a nonprofit organization, formed to benefit and assist post 9/11 veterans who have been injured in active duty or as a result of their service to our nation. The veteran and their families receive an all-inclusive, all-expenses paid, barrier-free vacation to Maine where they participate in adaptive activities, bond with other veteran families, and enjoy much-needed rest and relaxation in Maine’s great outdoors.
The Travis Mills Group LLC was started shortly after, where Travis consults with and speaks to companies and organizations nationwide inspiring all to overcome life’s challenges and adversity.
Travis’s story has been featured on local and national news including Fox News’ Happening Now with Jenna Lee, The O’Reilly Factor with Bill O’Reilly, CNN with Barbara Starr, and The Ellen DeGeneres Show.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
In this episode, I’m excited to continue highlighting the Top 3% high-achieving agents from our UPP circle, who have also graced the cover of Rough Notes magazine. Today, I’m joined by Nancy Mendizabal and David Brush, the dynamic sibling duo behind Apple Valley Agency.
We dive deep into the power of positive thinking and the immense growth opportunities in the business world. Nancy and David share their journey of transforming their insurance agency, reaching incredible milestones, and embracing remote work to find the perfect balance in life.
They also explain how they shifted from daily operations to strategic growth, the importance of having a coach, and how their book, How to Protect Your Family, has strengthened their business relationships.
As the number one agency in America, according to Rough Notes magazine, Nancy and David talk about their ability to see change as an opportunity. Whether you’re in insurance or any other business sector, you’ll gain valuable insights on leveraging technology, capturing market share, and building strong relationships—all while celebrating wins along the way.
Highlights:
- The value of joining mastermind groups for shared insights and growth.
- Ensuring business objectives align with long-term vision through coaching and community support.
- Viewing industry changes as opportunities for growth and innovation.
- Encouraging young talent to enter the industry amid retiring professionals.
- Utilizing advancements in technology to streamline and amplify business operations.
- Navigating remote work smoothly with clear expectations and trust-based relationships.
- Forming and maintaining strong ties with carriers and the community for mutual success.
- Creating a positive work environment through affirmations, celebrating successes, and tackling challenges constructively.
- The significance of a balanced leadership team to complement strengths and weaknesses.
- The necessity of mentorship, coaching, and external support for sustained business growth.
About David Brush:
David joined Apple Valley Insurance in 1991, and has been an owner with his sister, Nancy Mendizabal, since 2004. He enjoys participating and volunteering for organizations that support youth. He donates time as an Academy of Finance board member at the Smithfield High School, and as a Greenville Public Library board member. He, along with his four sisters, is active in the New England MS Society 3-day Cape Cod walk in memory of his mother. In his free time he likes to ski, travel, cook, go to the beach, play board games, and spend time with his wife, children, and family.
About Nancy Mendizabal:
Nancy joined Scituate Insurance in 1990 after working in the banking industry for several years (and became an owner of Apple Valley Agency with her brother David in 2004). She recently celebrated 25 years with Apple Valley & Scituate Insurance. Nancy donates her time to several organizations that support education, the Ponaganset Education Foundation and the First Class Scholarship program, and the VASA Order of America Scholarship Fund. She is Past President of the IIARI, and has served on the National Agents Panel for MetLife Auto & Home. She, along with her siblings and dad, has supported the New England MS Society 3-day Challenge Walk in memory of her mother since 2001. In her free time she enjoys traveling, skiing, and spending time with her family.
Visit our website: applevalleyagency.com
Like us on Facebook: Apple Valley Insurance Facebook
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Our next segment highlighting agents who have graced the cover of Rough Notes Magazine features our very own Mike Stromsoe. Andrea Watt, Program Director of UPP Programs, takes the reins and puts Mike in the hot seat to share the core values and strategies that propelled his agency to success.
Together, they explore Mike’s journey to being recognized for building an insurance agency grounded in core values and driven by a strong focus on people. From hilarious team-building moments like silly string battles and reindeer hoops, to embracing technology and streamlined processes that skyrocketed client service and referrals, Mike shares the secrets that caught Rough Notes’ attention and helped shape his thriving agency. They also discuss how this recognition amplified their approach to growing a business that puts “people first.” The duo wraps up by previewing the upcoming UPP Grand Mastermind event in Phoenix, Arizona—an exclusive gathering of top insurance agents focused on business growth and personal freedom.
Highlights:
- Prioritizing recruitment and creating a supportive culture are essential for success.
- Streamlining processes to enhance efficiency and client satisfaction.
- Leveraging advanced IT and RPAs to improve service delivery and operations.
- Focusing on the top 20% of clients who generate 80% of revenue.
- Utilizing creative promotional materials and personalized campaigns.
- Maintaining frequent touchpoints to stay top-of-mind with clients.
- Applying insights from diverse sectors for growth and innovation.
- Strategies for balancing business growth with personal life.
- Ensuring team members uphold the agency’s esteemed reputation.
- Leveraging personal and professional networks for business opportunities.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
I am excited to feature over the next few episodes, the Top 3% high-achieving agents from our UPP circles, who have also donned the cover of Rough Notes magazine.
Today, our extraordinary guest, Bill Butler, founder of Butler and Associates Insurance in Apple Valley, Minnesota, shares his journey from military service to becoming a highly recognized insurance agent featured in Rough Notes magazine, and it is nothing short of inspirational.
Bill provides remarkable insights into the importance of surrounding yourself with high achievers, learning from failures, and the transformational power of niche specialization. He reveals how focusing on veterinarians has driven his agency’s growth and credibility. We’ll also hear about the crucial role of networking, industry involvement, and having a supportive ‘square squad’ in achieving sustained success. With motivational advice for fellow insurance agents and tips on time management and productivity, this episode is packed with actionable insights you won’t want to miss.
Highlights:
- Prioritize feedback from a “square squad” of close, high achievers.
- Elite agents excel through unique and rigorous business practices.
- Supportive networks are crucial, especially in challenging times.
- Clarity on ideal clients and strategies often comes through trial and error.
- Niche specialization drives success and defines your brand.
- Failures in niche attempts lead to crucial learning experiences.
- Achieving breakthroughs requires a consistent and sustained build-up phase.
- Consistency in efforts is key to long-term success.
- Immediate action trumps overthinking to achieve goals.
About Bill Butler:
Bill Bulter is president of Butler & Associates Insurance Agency Inc. and founder of Butler Vet Insurance, focusing on insurance for the veterinary and pet services industry. He spent twelve years in the military with the Minnesota Army National Guard and US Army, serving in various roles both in Minnesota and 101st Airborne Division, Ft. Campbell, Kentucky, before entering the insurance industry. He is active in his local business community, veterinary associations, and Rotary Club, and is passionate about giving back to others. Originally from Milwaukee, Wisconsin, he and his wife, Shannan, reside in Burnsville, Minnesota.
www.butlerveterinarybook.com
www.butlervetinsurance.com
Join us in Phoenix Arizona, November 8 & 9 for the 2024 UPP Grand Mastermind event!
This Invitation-ONLY, LIVE Mastermind is Exclusively for Independent Insurance Agency Owners who want to create a personal no-excuses roadmap to your next level of success.
If you want to:
- Overcome the top obstacles holding you back from personal and financial freedom.
- Identify the next-level processes to become an efficient, self-sustaining agency
- Uncover the tactics to becoming the true CEO of your agency and leading your team to success
The UPP Grand Mastermind is for you!
Request Your Invitation Now https://bit.ly/UPP-Grand-MM-PUntil next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Diving into the crucial topic of why you MUST monitor your online presence. From branding essentials to cutting-edge tools, Mike shares invaluable tips to help you enhance your brand identity and consistency. He recommends Donald Miller’s book “Building A Story Brand” for mastering brand messaging and discusses the importance of social media engagement, content marketing, and robust email marketing strategies.
This episode also highlights the importance of maintaining a stellar e-commerce platform and leveraging analytics for informed business decisions. We’ll explore the vital role of customer support, adaptability, and innovation, all aimed at impacting lives personally and professionally.
Whether you’re looking to ramp up your recruiting efforts, improve your business success, or simply ensure your online presence is top-notch, this episode has you covered. So tune in and get ready to transform your online presence into a world-class operation.
Highlights:
- Ensure all brand elements are uniform across platforms for a cohesive identity.
- Create engaging and relevant content to captivate your audience.
- Develop a unique selling proposition that clearly differentiates your brand.
- Maintain active and engaging profiles on key social media platforms.
- Respond promptly to customer reviews and feedback.
- Produce blogs, videos, and educational content to maintain visibility.
- Focus on personalized, value-driven messages and consistent newsletters.
- Ensure your e-commerce platform is reliable and user-friendly.
- Use tools like Google Analytics for informed decision-making.
- Guarantee responsive design, fast loading speeds, and effective CTAs.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Let’s jump right into this life-affirming dialogue with guest Jim Cathcart. Jim Cathcart is a motivational speaker and real-life exemplar of resilience and optimism. Jim’s accolades, including the prestigious Golden Gavel award, set the stage for a conversation that traverses personal growth, embracing life’s vulnerabilities, and the undeniable power of a positive mindset.
Jim shares his wisdom on the acorn’s symbolism of untapped potential, the impact of dedicating time to self-improvement, and how a seemingly small daily commitment can lead to monumental change. We’ll touch on his health challenges, his unwavering commitment to living fully, and how our actions shape our future.
So brace yourself for an episode that will ignite your desire for greatness and show you why stepping out of your comfort zone is the essence of truly living.
Highlights:
- Jim’s engagement in tours in China, focusing on meaningful life and reaching thousands of people.
- Reflection on career in insurance and encouragement to share passion for serving and protecting people.
- Emphasis on the importance of embracing uniqueness, facing criticism, and reaping phenomenal rewards.
- Importance of behavior in shaping others’ perception and building reputation.
- Discussion on the significance of emotional safety and the impact of actions on others.
- Highlighting Toastmasters’ role in developing communication and leadership skills, leading to success.
- Sharing personal resilience and success stories despite challenges.
- Promotion of wealth-building strategies, virtual events, and podcast subscriptions for insurance agents.
About Jim Cathcart, CSP, CPAE:
the family man.
Jim and Paula have been married for 53 years and have raised a happy successful son with 2 Amazing grandchildren. (And they can prove it!)
the musician.
Jim Cathcart and his band “ReZoom The Boom” recently performed for 8 years in Southern California and now in Austin, Texas. Frequently including music as part of his speaking engagements, Jim has performed around the world. http://GuitarMusicLive.com
the traveler.
Professionally, in 2015 through 2019 Jim lectured in 23 major cities in mainland China plus a round-the-world lecture tour. He’s traveled the world for decades and knows how to adapt to other cultures. Additionally, Jim is a Life Member of the American Motorcyclist Association and has toured Europe and North America over 150,000 miles on his motorcycles. He was the keynote speaker for the 100 year anniversary convention of Harley Davidson in 2003. Jim is a proud Texan, now based in Austin
the speaker.
Jim Cathcart, CSP, CPAE is one of the top 5 most award-winning speakers in the world. His Top 1% TEDx video has 2.7 million views, his 25 books are translated into multiple languages, including 3 International bestsellers. He is a Certified Virtual Presenter and past National President of the National Speakers Association. Jim’s PBS television programs, podcast appearances and radio shows have reached millions of Success Seekers and he is often retained to advise achievers and their companies.
Even his colleagues, some of the top speakers in the world, have hired Jim to speak at their own events. Jim is an Executive MBA Professor at California Lutheran University School of Management and serves as their first Entrepreneur in Residence. He has been inducted into the Sales & Marketing Hall of Fame in London for his pioneering work with his concept of “Relationship Selling.” He is also in the Professional Speakers Hall of Fame and has received The Cavett Award and The Golden Gavel Award.
the author.
Jim has written 25 books, hundreds of articles and he is always writing at least one new book. His most recent book is What To Do When You’re The Speaker. Audiences buy his books by the hundreds and he happily adds autograph sessions to his speeches.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Have you ever pondered what your top personal talents, gifts, or superpowers are? In this episode, Power of Three I’ll guide you on an introspective journey to discover these crucial elements that can drastically enhance both your personal and professional life.
We’ll talk about dedicating time and effort to identify your “Version 1″ – your top three qualities – and the significance of consistently reflecting on them for sustained growth. Drawing from my own experiences, we’ll explore the power of honing in on what you excel at and love doing. Inspired by these insights, I embarked on a journey that took 16 years of dedication and implementation, and now, I’m here to help you shorten that learning curve.
We’ll also discuss my upcoming book, “Power of Three,” set to launch on October 22, 2024, designed to help you unlock your potential and achieve meaningful personal and financial growth. We have important updates on the Unstoppable Profit Podcast moving to a biweekly format and what that means for our community.
Highlights:
- Learn techniques to uncover and identify your top three personal talents and gifts.
- Embrace consistent effort and seek feedback to refine and excel in your natural skills.
- Regularly view and assess your top three talents by placing reminders in visible spots.
- Adopt an abundance mindset to fuel personal and professional growth.
- Ensure your business activities align with your personal talents for maximum fulfillment and impact.
- 23 words to start with to begin to discover and identify your top three.
- Persist through challenges, echoing the principle of never quitting.
- Real-world examples of applying “Power of Three” in business contexts for improved productivity and profitability.
- Develop strong leadership skills and clear vision to navigate challenging markets.
- Use setbacks as learning opportunities to build resilience and innovation in your work.
- Understand the importance of creating a life and business that positively impacts future generations.
UPCOMING EVENTS:In this webinar we will be featuring a very special guest as our Platinum Agent Spotlight… an independent insurance agency owner, leader, and true trailblazer in the industry, the unstoppable Lynnette Wood. Lynnette’s journey from growing up on Kodiak Island in Alaska to owning a successful insurance agency with a passion for benefits is nothing short of inspiring.We’ll be diving deep into Lynnette’s vast experience and groundbreaking insights on creating new revenue streams, especially if you’re looking to diversify your insurance offerings.Mark your calendars for August 20th, 2024, because you won’t want to miss the wealth of knowledge Lynnette is set to share in the upcoming webinar…Register HERE https://bit.ly/Platinum-Agent-WoodUntil next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Greetings and welcome back to the Unstoppable Profit Podcast! This is your host, Mike Stromsoe, and today we have an extraordinary episode lined up for you. Joining us is an independent insurance agency owner, leader, and true trailblazer in the industry, the unstoppable Lynnette Wood. Lynnette’s journey from growing up on Kodiak Island in Alaska to owning a successful insurance agency with a passion for benefits is nothing short of inspiring. In today’s episode, we’ll dive deep into her vast experience and groundbreaking insights on creating new revenue streams, especially if you’re looking to diversify your insurance offerings. Plus, we’ve got an exclusive sneak peek into an upcoming webinar that’s designed to elevate your agency game to the next level. Stay tuned as we discuss the Affordable Care Act, essential product knowledge, and the crucial importance of network management.
Mark your calendars for August 20th, 2024, because you won’t want to miss the wealth of knowledge Lynnette is set to share in the upcoming webinar…
Let’s get started!
Highlights:
- Master ACA mandates, IRS forms, and compliance for insurance agents.
- Research and tailor health insurance products to client needs.
- Evaluate plan network quality and avoid pitfalls of cheap networks.
- Create customized benefit plans for specific client healthcare needs.
- Discuss ongoing health concerns with clients to find the best fit.
- Stay updated on health insurance regulations and their impact.
- Use proven methods to sell and expand health insurance benefits.
- Understand financial and healthcare risks for comprehensive coverage.
- Utilize tools and technologies to streamline group benefit management.
- Develop new revenue streams by integrating health benefits into your portfolio.
About Lynnette Wood:
Lynnette is a lifelong Alaskan. She grew up on Kodiak Island, and loved the subsistence life and closeknit community Kodiak offered. After high school, Lynnette went on to college at Seattle Pacific University where she met and married her husband, Jeff Wood, in 1993. She graduated with a Bio-Chem degree.
After college, she settled in Anchorage and has been living there ever since. Jeff and Lynnette have three children; Katrina, Caleb and Kennedy. For many years Lynnette ran a successful medical transcription business out of her home while the kids were young. After Kennedy entered kindergarten, Lynnette went back to school and earned a Master’s degree in Teaching. Lynnette taught in both the public and private school systems before entering the insurance world.
She purchased Aurora National Insurance in 2012 and hasn’t looked back. Helping people understand insurance lingo and the policies they purchase is her passion. Lynnette strives to provide an enjoyable and educational experience for businesses and families as they work with her agency to find the best insurance coverage available.
Lynnette’s hobbies are hiking, fishing, biking, books and sitting around a campfire with friends.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
T-ogether E-veryone A-chieves M-ore.
This episode is all about the importance of your team. I dive into the crucial role team meetings play in maintaining consistency and synchronicity within an organization. Sharing the task organizer system that became the glue holding our agency business together and guides listeners through its implementation. I break down the importance of identifying and reminding the team about their ideal client, while also introducing the impactful team member of the month award. Sharing some personal insights and strategies to help agents achieve big steps and take leaps into the future. I cannot stress the importance of effective leadership, urging leaders to work on improving themselves and be the kind of leader others would want to follow.
Highlights:
- Team meetings are important for cultural alignment and growth. Make sure they are weekly and consistent.
- Break down of weekly meeting agendas.
- The goal is to help agents achieve big steps and guide them towards the future.
- To lead, be someone worth following. Recruit Patriots, not mercenaries. Meetings are essential for team unity.
- Team meeting focusing on client service reports, reviews, testimonials, and case studies. Read aloud in meeting. Also read promise to clients, team, and communities.
- Reporting and supporting as a team to prevent business loss is valuable and magical.
- We want our agency to be healthier than ever.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Hey, entrepreneurs! In our latest episode, host Mike Stromsoe delves into leadership and independence with veteran and UPP’s Accountability For YOU Director Joel McKinley. Joel, who has served 5 tours, brings a wealth of military experience to the discussion, emphasizing how military principles can transform business practices. They cover topics like the importance of patriotism, trust, hard training, and open team discussions.
Mike and Joel explore the dynamics of high and low assertiveness in team settings, underscoring the value of trust, disagreement, discussion, and decisive action. They delve into the power of independence in achieving freedom and the importance of showing true care for your team. The conversation is rich with stories from Joel’s military service and practical strategies for leadership in business, emphasizing that it’s not about individual glory, but about the collective “we.” It’s a treasure trove of wisdom on creating a culture of growth, learning from mistakes, and moving forward with a “shark mentality.”
Highlights:
- Recognize how people’s backgrounds shape their reactions and tailor leadership approaches accordingly.
- Focus on shared objectives to unite teams and overcome adversities.
- Being honest, though tough, is beneficial for team growth and trust.
- Balance high and low assertiveness to foster constructive disagreement and discussion.
- Implement disagreement, discussion, and decision to navigate leadership challenges effectively.
- Prioritize tasks and listen actively to manage stress and leadership demands.
- Cultivate a culture where errors are learning opportunities and trust is extended.
- Provide a clear vision and allow team independence in execution for fulfillment and progress.
- Value and defend independence and freedom both personally and professionally.
- Continuously move forward and challenge oneself to avoid stagnation and remain unstoppable.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
In this empowering episode, hosts Mike Stromsoe and Chad Hufford delve into the transformative power of intentional planning and decision-making. They explore how having a vision and reverse engineering your future goals into present actions is crucial for success.
Chad, a financial expert and author of “Forging Financial Freedom,” discuss how consistency, discipline, and calculated risks lead to high performance and impactful lives. Emphasizing the importance of personal growth, the power of habits, and learning from failures.
As Mike reminds us, the biggest risk is not taking any. This conversation sheds light on making bold decisions today for a better tomorrow, viewing failure as a stepping stone to greater heights. Whether you’re aiming to improve your financial future, achieve personal goals, or need motivation, this episode is filled with valuable insights and actionable steps.
Highlights:
- Planning helps us prepare for making informed decisions even when obstacles arise.
- Avoid reactive decisions by aligning today’s actions with your future vision.
- Reverse engineering goals, break down long-term goals into immediate, actionable steps.
- To be consistent in goals start small, and consistent efforts drive significant progress over time.
- Cultivating a mindset focused on purpose and high achievement is essential.
- View failures as experiments that provide learning opportunities.
- Focus on what you can control and take charge of your life.
- Gradually implement new habits for lasting personal change.
- Use a roadmap to hold yourself accountable, ensure progress, and embrace the value of discipline.
About Chad Hufford:
Born and raised in Anchorage, Alaska, Chad grew up in the financial industry, but also developed a strong background in athletics, nutrition and performance psychology. He is a Best-Selling author, a Top Ranked Financial Planner and Dave Ramsey’s SmartVestor Pro. Chad brings a coaching mindset and the heart of a teacher to financial planning and investing as he strives to both empower and educate his audience to not only become better investors, but to live more intentionally and create an abundant life.Chad owns a boutique financial planning firm, Veritas Wealth Management, that manages $500 million dollars and serves several hundred families across the US. In addition to finance, he regularly teaches and speaks on fitness and faith, seeing these as all important aspects of living purposefully and in abundance.
Chad and his wife, Tiffany (also a life-long Alaskan), have been blessed with six wonderful children. Tiffany stays busy homeschooling the kids, and the whole family is very involved in their church and local community.
Believing that to whom much is given, much is expected, Chad strives to employ his knowledge and experience to serve and enrich the lives of those around him.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Service excellence, consistency, attention, empathy, and appreciation. How can these transform your customer relationships and set you apart in the marketplace?
In our latest podcast episode of the Unstoppable Profit Podcast, Mike had the pleasure of speaking with Frank Favaro about the incredible power of empathy in business. They explored Frank’s fascinating background and dissected five key categories that can elevate any business.
They dove into the critical role of empathy, not just as an abstract concept but as a practical skill that can shape how you understand and meet customer needs. Through real-life examples from Frank’s career, we drew connections between understanding client experiences and achieving superior service. Frank also emphasized the importance of consistent client engagement and how the best in the business go beyond policy renewals to build meaningful relationships. Moreover, they highlighted the significance of a strong company culture and a clear vision as your North Star.
Highlights:
- Emphasizes the parallels between sports and business in cultivating a winning attitude and approach.
- Explores service excellence, consistency, attention, empathy, and appreciation as pillars for business success.
- Highlights empathy as a crucial skill for understanding and serving customers effectively.
- Stresses the importance of aligning with clients’ perspectives to meet their needs better.
- Advocates for continuous and meaningful interaction with clients beyond policy renewals.
- Differentiates through pricing, innovation, and superior customer experience driven by skilled employees.
- Underscores a strong company culture and vision as guiding principles for employee performance.
- Discusses exercises for developing empathy, especially useful in service-oriented roles.
- Combines the need for developed skills and strong will to deliver exceptional service.
- Encourages tackling challenges head-on to earn customer loyalty and trust.
About Frank Favaro:
Frank Favaro is an entrepreneur and President of ServeCentric in Munroe Falls, OH. In early 2021, Favaro transitioned from being one of the nation’s top Account Executives in the mechanical service industry to founding his own consulting business. Since then, he has become the leading customer experience consultant in the mechanical service industry, serving the Mechanical Contractors Association of America and acting as the Customer Experience (CX) Educator for the National Education Initiative. Favaro’s excellence was recognized when he was named the 2022 CX Consultant of the Year at the Customer Service Revolution Conference.
Favaro works with companies to implement systems utilized by world-class businesses such as The Ritz Carlton, Chick-fil-A, and Harley-Davidson, helping them elevate their customer experience standards. Beyond his consulting business, he hosts The People Business podcast, focusing on enhancing personal and professional relationships.
Understanding the challenges businesses face, Favaro is dedicated to helping them succeed by investing in customer experience. He has led teams in sales, customer experience, and service excellence across six industries. His first 20 years were dedicated to excelling in wrestling, where he was an Ohio State wrestling finalist and captain of the 1996 state and national championship Walsh Jesuit Wrestling team. Now, he channels that same passion into helping others achieve success in business and life.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Are you hiding behind your shadows? Today’s Mike features the incredible Donna Serdula, an authority in LinkedIn branding and business, who’s here to help you own and share your story purposefully.
Donna Serdula joins us to discuss the imperative of crafting your LinkedIn profile to truly reflect who you are and where you want to go. We’ll explore how to overcome imposter syndrome, the significance of sharing your personal story, and the must-have elements for an outstanding LinkedIn profile. Plus, Donna will share her invaluable tips on maintaining authenticity and making genuine connections that build trust in the business world.
And if you’re looking to elevate your LinkedIn game, Donna’s here to help you every step of the way with her website http://www.linkedin-makeover.com/, offering professional support and insights. So, stay tuned as we break down the art of transforming your online presence.
Get ready to step out of the shadows and into the spotlight – let’s dive in!
Highlights:
- Control the narrative of your journey and how others perceive you.
- Present your true self to build genuine connections and trust with your audience.
- Utilize LinkedIn to position yourself as an industry expert through engaging content.
- Recognize and embrace your strengths to overcome feelings of inadequacy.
- Add personal touches to your LinkedIn profile, reflecting your personality and values.
- Update your LinkedIn profile at least annually, with quarterly reviews for deeper adjustments.
- Use this section for a compelling digital introduction highlighting identity, purpose, and impact.
- Leverage video uploads and content creation tools to share your story effectively.
- Engage team members as brand ambassadors, enhancing your company’s reach on LinkedIn.
- Embrace AI strategically, maintaining a human touch and a clear vision in storytelling.
About Donna Serdula:
Her expertise in professional branding and her proven track record of helping individuals and companies tell their stories and elevate their brands, especially on platforms like LinkedIn, makes her insights invaluable for listeners seeking to enhance their online presence.
With her extensive experience and notable achievements, including features in prestigious publications and a substantial following on social media, Donna brings credibility and authority to any discussion on networking, branding, and leveraging LinkedIn for business success. Her topics of expertise, ranging from optimizing LinkedIn profiles to fostering strong relationships online and offline, resonate with the podcast’s audience of agency entrepreneurs striving for unstoppable growth.
It’s her Website, LinkedIn-Makeover.com, where she and her team of over 20 writers and coaches help people collide with opportunity and transform their lives via future-forward career branding. She has authored two editions of LinkedIn Profile Optimization FOR DUMMIES.
She has been featured on Forbes, Business Insider, Time’s Money Section, Wall Street Journal’s Market Watch, LA Times, NBC, SiriusXM Radio’s The Focus Group, and many other news outlets.
Donna has more than 45K followers on LinkedIn and 48K on X, and she always shares her podcast interviews on all her social media channels.
Website: http://www.linkedin-makeover.com/
Linkedin: https://www.linkedin.com/in/todonna
Facebook: https://www.facebook.com/LinkedInMakeover/
IG: https://www.instagram.com/donnaserdula/
Twitter: https://twitter.com/donnaserdula
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Welcome back to part two of this insightful conversation with Joey Coleman!. If you thought part one was packed with wisdom, you’re in for even more eye-opening insights and if you missed part 1, be sure to listen to Episode 265!
Joey dives deeper into the high cost of losing employees, highlighting the necessity of hiring and retaining top talent for consistent deliverables. We’ll explore why leaders shouldn’t bear the entire burden of employee experience and how empowering others can lead to sustainable growth. Discover the crucial practice of leading by example through self-care and the important lesson that taking care of your team can yield remarkable ROI.
This episode also emphasizes the importance of empathy, particularly through reading fiction and nonfiction. Joey and Mike share strategies for adapting to changing workplace dynamics and understanding new employee expectations.
Highlights:
- Leaders must adapt to changing environments, including new technologies and remote work, to ensure business survival.
- High employee turnover can cost businesses between 100% to 300% of a departing employee’s annual salary.
- An effective employee referral program can be a crucial strategy for acquiring top talent and reducing turnover.
- Hiring individuals dedicated to improving employee experience can significantly reduce turnover and enhance team performance.
- Treat employees as valuable assets, not just resources, to foster loyalty and high performance.
- Leaders should empower others to manage employee experience rather than trying to handle all aspects themselves.
- Fair and competitive compensation is essential for retaining high-performing team members and ensuring quick ROI.
- Develop empathy by reading and understanding different perspectives, improving decision-making and relationships with employees and customers.
About Joey Coleman:
Joey Coleman helps companies keep their customers and employees. As an awardwinning speaker, he works with organizations around the world ranging from small startups to major brands such as Volkswagen Australia, Zappos, and Whirlpool. His First 100 Days@ methodology fuels the remarkable experiences his clients deliver and dramatically improves their profits. His two books have received critical acclaim and both were instant Wall Street Journal best sellers. Never Lose a Customer Again, offers strategies and tactics for turning one-time purchasers into lifelong customers and his newest book, Never Lose an Employee Again, details a framework companies around the world can use to reduce turnover and increase employee engagement. When not speaking to audiences around the globe (he’s spoken on all seven continents), Joey enjoys playing board games, building LEGO sets, and reading bedtime stories with his amazing wife and two young sons.
https://joeycoleman.com/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Have you ever wondered what truly makes a company stand out in the eyes of its customers and employees? Today we break down the art of never losing a customer or employee again with our extraordinary guest, Joey Coleman. Joey, an expert in creating unforgettable customer experiences, joins host Mike Stromsoe to unravel the secrets behind his 100-day plan from his groundbreaking book. We’ll explore real-life adventures, including a near-fatal bike ride down a volcano, and dive into Joey’s vault of resources designed to support long-term success in business and careers. Together, Mike and Joey uncover the importance of fostering an engaged culture, the evolving expectations of modern employees, and the crucial role of leadership in providing growth and mentorship.
Join us as we discuss transforming the traditional sales mentality, the value of earning trust through positive interactions, and the power of making things right when mistakes happen. So, gear up and get ready to transform your approach to customer and employee retention with invaluable strategies from Joey Coleman.
Don’t miss Part 2 of our conversation with Joey Coleman next week, more insights, actionable tips, and inspiring stories to come!
Highlights:
- Create exceptional experiences in the first 100 days to foster long-term relationships.
- Customer experience is proactive; service is reactive problem-solving when issues arise.
- Treat potential customers like current ones to build trust and loyalty for future interactions.
- Admit your errors, take responsibility, and strive to make things right to maintain credibility.
- Design interactions that evoke positive emotions to make customers feel seen and valued.
- Engage employees by prioritizing their personal and professional growth, fostering a supportive culture.
- Discuss employees’ future roles to keep them motivated and aligned with company goals.
- Regular, meaningful check-ins focus on human connections rather than mere procedural reviews.
About Joey Coleman:
Joey Coleman helps companies keep their customers and employees. As an awardwinning speaker, he works with organizations around the world ranging from small startups to major brands such as Volkswagen Australia, Zappos, and Whirlpool. His First 100 Days@ methodology fuels the remarkable experiences his clients deliver and dramatically improves their profits. His two books have received critical acclaim and both were instant Wall Street Journal best sellers. Never Lose a Customer Again, offers strategies and tactics for turning one-time purchasers into lifelong customers and his newest book, Never Lose an Employee Again, details a framework companies around the world can use to reduce turnover and increase employee engagement. When not speaking to audiences around the globe (he’s spoken on all seven continents), Joey enjoys playing board games, building LEGO sets, and reading bedtime stories with his amazing wife and two young sons.
https://joeycoleman.com/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Sharing an arsenal of strategies to help you grow your business and create wealth, especially for financial agencies. Our host, Mike Stromsoe will dive into the importance of focus, discipline, and learning from others’ experiences to become massive implementers.
He is bringing you his 11 innovative ways to enhance communication and customer engagement through platforms like video, email, and optimized websites. Listen in for some practical marketing strategies, including eye-catching website banners, engaging text messages, and impactful social media campaigns.
We’ll share the exciting backstory of Rough Notes Magazine, reveal the upcoming AI portal, and highlight the power of creating “wow” packages for a lasting impression. Additionally, we’ll discuss the benefits of starting your own podcast and repurposing its content for various platforms.
Don’t miss out on the top email subject lines—email us to get the list!
Highlights:
- The importance of communication and meeting clients where they are.
- New strategies to reach 100% of the marketplace.
- Emphasizes the importance of using phones for communication, not just email or snail mail.
- Prioritize mobile-friendliness and banners on their website to improve online presence and reach potential clients
- Discusses various marketing strategies for real estate agents, including networking and podcasting.
- Rough Notes magazine has been around for 146 years, with a rich history in the life insurance industry.
- Repurpose podcast content for various marketing channels.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
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 was due to a shift in mindset and a goal-oriented approach. Are you taking the right actions to grow your business? From niche marketing to social proof to beneficial networking, listen in as Terren discloses his actions that took him to the next level.
Highlights:
- Positive action can change every negative situation.
- When you take action two things can occur, success or a lesson learned.
- There is inherent value in networking with successful individuals in the same industry.
- Focus on niche to establish yourself apart from the others.
- Developing your social proof builds trust with current and potential customers.
- Having a streamlined process for handling leads creates a better customer experience
About our Guest:
Terren Moore started farming at the age of 15 after seeking new interest in his FFA chapter. His story as a first generation farmer has been recognized across the nation on television and several magazines. He began his insurance career with Texas Farm Bureau in 2018 before he opened his own agency in 2021. His farm operation and office are located in Greenville, TX where he grows sweet corn, peas, okra, and turnip greens. On the weekends he enjoys working on his farm and leading worship at his local church in Greenville. He is a member of the National Corn Growers Association and is passionate about his business and the ag industry.
https://www.mfi-services.com/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
In today’s game-changing conversation, Russ Castle and Mike Stromsoe dive into the transformative power of mastermind groups. They discuss how being a part of these collaborative forums has not only led to a significant financial uplift for participants but has also fostered exponential growth in both personal and professional realms. They’ll share experiences from their own journeys, highlighting how mastermind groups have evolved their businesses over decades. Additionally, Russ and Mike stress the importance of preparing for and actively participating in these meetings, the impact of in-person interactions over virtual ones, and the crucial role of skilled facilitators. They’ll also touch on the upcoming mastermind pop-ups around the country, an opportunity for anyone looking to experience the power of strategic collaboration first-hand.
So, tune in to learn how to leverage the collective intelligence of mastermind groups to amplify your success and live life on your own terms.
Highlights:
- Seeking answers, found inspiration, ready to act.
- Mastermind sessions offer networking and powerful ideas.
- Visionary leader chairs drive long-term planning success.
- Experience in UPP, hold people accountable, mastermind meetings.
- Importance of experienced leader in mastermind sessions.
- Plan ahead, prioritize, and focus on essentials.
- Diamond polishing, revenue increase, providing desired lifestyle.
About Russ Castle:
Russ Castle is a dynamic and seasoned insurance professional with over three decades of experience in the industry. As the CEO of Insurance by Castle, he has transformed a small operation into a leading insurance provider in California. Known for his exceptional expertise in niches, ethical professionalism, and commitment to unmatched client service, Russ excels in delivering tailored insurance solutions through a broad network of providers, ensuring the best coverage at competitive prices for a diverse range of clients including both businesses and individuals. His strategic leadership has fostered the development of key partnerships and cultivated a company culture focused on integrity and customer satisfaction, which has significantly contributed to the firm’s reputation and growth. Additionally, Russ is an author and real estate investor, dedicated to community service and empowering residential rental owners with his book, Growing Your Real Estate Empire, which offers insider knowledge on managing rental properties in California. His achievements include steering the company’s evolution from a local entity to a recognized name in the national insurance landscape and designing innovative business models that cater to the specific needs of residential landlord owners.
Opportunity is always knocking, especially if you are looking for it…One of the absolute keys to consistent agency growth and wealth today is learning and masterminding with other TOP business leaders in a smaller, proven forum. A very special, exclusive opportunity just became available as I will be in town on business and want to serve and help agents more whenever possible.
Join us for a collaborative one-day mastermind session with other top agents in the region, designed to grow your business in today’s rapidly changing business environment.
This private, invitation only session will be held in Indianapolis, Indiana. There is no cost to you, however, we have only 7 remaining seats.
This opportunity is for Top, A player agents ONLY. If that’s you, please apply quickly HERE before the seats are gone.DATE: THURSDAY, MAY 23, 2024LOCATION:INDIANAPOLIS, INDIANAAPPLY NOW TO RESERVE YOUR SEAT!Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Do you have a daily routine? Today we welcome back Joel McKinley, as we break down into the world of personal and professional routines. We’ll explore how making thoughtful choices with our time can lead to significant personal and professional growth. We’ll discuss the value of questioning and continually assessing our daily routines to achieve peak performance and embracing change to reach our highest potential.
Joel will share insights on maintaining the right balance of work, rest, and activities that align with personal goals, including the importance of being brutally honest with yourself in order to foster genuine growth and success. We’ll also touch on practical tips like being productive versus just being busy, and how to start and end each day with a “no fail task.”
Whether you’re an entrepreneur or someone looking to streamline your day-to-day life, this episode is packed with actionable advice to help you refine your routines and propel you toward your dreams. So, let’s get started and discover how you can optimize your routines for maximum impact.
Highlights:
- Reflection on morning routine and life choices.
- Resting is as important as physically exhausting yourself.
- Safe, confidential mastermind session on morning phone use.
- Challenge negative thoughts, write them down, discard if necessary. Get up early, avoid late nights and junk food.
- Lending tools for personal and professional impact.
- Choose productivity over busyness to maximize time.
- Be prepared to stand out from competition.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Welcome to another transformative episode of the Unstoppable Profit Podcast. In today’s compelling session, our host, Mike Stromsoe, dives deep into the heart of team recognition and celebrates the concept of ‘workiversaries’. Venturing beyond conventional customer relationships, Mike challenges listeners to redefine their number one client – their own team members. Drawing from over two decades of dynamic leadership experience and inspired by recent coaching sessions, Mike unfolds innovative and heartfelt strategies to honor team members’ anniversaries. From customized celebrations to creative rewards, this episode is packed with actionable insights meant to enhance team morale, loyalty, and performance. Join us as we explore how to elevate your team’s spirit and commitment by making their special days unforgettable.
Highlights:
- Striving for improvement by thinking creatively and positively.
- Endless recognition options, think outside the box.
- Agency embraced fun, grew, inspired happiness, celebrated.
- Recognizing and praising team members in meetings.
- Help people discover their dreams and potential.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
“I’m looking for new team members, but I just can’t find anybody.” Does that sound all too familiar? Today we reveal the five P’s you need to highlight in your hiring process to secure those coveted A-players and how this impacts the vision for your agency’s future.. Hiring isn’t just about offering a competitive paycheck—it’s about providing a sense of purpose, a clear path for growth, and a people-centric culture. Whether you’re struggling to find the right candidate or looking to refine your recruitment strategy, this episode packs a wealth of knowledge, including a sneak peek into UPP’s special training session.
Highlights:
- People are seeking talented team members and vision.
- Vision for agency team and setting goals.
- Desire for vision, opportunity, and personal growth.
- Recruit patriots, not mercenaries. Paycheck is key.
- Recruiting success starts with asking great questions.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Today’s journey dives into the rich history and dynamic presence of the insurance world. I’m your host, Mike Stromsoe, and I’m thrilled to have with us a venerable icon in the industry, the CEO and owner of Rough Notes Magazine Company, Walter J. Gdowski.
Walter, who joined Rough Notes in 1979 and eventually assumed the helm, will share the intriguing tale of how Rough Notes carved its niche in delivering top-notch technical information to independent agents and its historic contributions to the sector since 1878. Our discussion also touches on the evolution of the Accord forms and Rough Notes’ adept adaptation that resonates through Carmel, Indiana, where they’ve stood the testament of time. Plus, witness Walt’s passion for flight with tales that sweep through the skies on World War 2 trainer planes.
We invite you to buckle up for a ride into the past, the simplicity of ISO policies, and the electrifying potential of AI in insurance. Discover how Walt hints at new products tailored for agents, rooted deeply in Rough Notes’ celebrated content.
Highlights:
- Diving into the rich history of Rough Notes Magazine Company.
- Fantastic opportunity to tour the insurance industry history.
- Insurance marketplace, essential information and tools available.
- AI development gaining momentum, transforming industry processes.
- Selflessly contribute to AI for greater impact.
About Walter J. Gdowski:
Owner & CEO The Rought Notes Company, Inc. Carmel, Indiana
Walter J. Gdowski began his insurance career in 1976 as a regional sales representative for The Rough Notes Company, Inc. in New York, New Jersey, and Connecticut areas. Mr. Gwodski called an agencies of various sizes to promote the company’s manual and automated agency billing and accounting systems and sold advertising for its two publications – Rough Notes magazine and Life and Health Insurance Sales. He also handled promotions of the company’s various insurance textbooks and technical services.
In 1980, Mr. Gwodski was promoted to National Sales Manager and in 1982 became Vice President of Sales and Marketing.
Mr. Gdowski was elected President and CEO of Rough Notes Company Inc. in 1988. and in February 1994 he purchased the company. He restructured the organization with an emphasis on leveraging the company’s wealth of technical data. Development of a host of software products to deliver Rough Notes’ technical data and services continued as technology evolves.
August 1996, marked The Rough Notes Company’s first anniversary of being on the Internet’s World Wide Web (http://www.roughnotes.com). Rough Notes magazine – the industry’s oldest national publication – was the first to appear in its entirety on the Internet. The company remains in the forefront as it has during its 146-year history, expanding its delivery of products and services on CD-ROM and the Internet’s World Wide Web.
Mr. Gdowski is a golf advocate and enjoys flying one of his three warbirds ( WW II trainers) to air shows after getting his pilot license at the age of 52.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Unpacking the top 10 takeaways from the power-packed 2024 UPP Spring Mastermind in the heart of Nashville. Expect to hear about the transformative effects of becoming an author in your field, the nitty-gritty on game plans that work, and the phenomenal growth achieved through the strategic use of virtual assistants.
Today’s episode isn’t just about tips and tricks; it’s about a mindset. Strategies for keeping operations simple, hiring the right people through meticulous assessments, and the irreplaceable value of focus and staying the course—these are just a few of the game-changing topics we will explore.
Gear up for an episode that promises you a roadmap to resilience, profitability, and unstoppable growth. Let’s make some waves and turn potentials into realities!
Highlights:
- Agents succeed by becoming published authors.
- Knowing KPIs crucial for business growth and scaling.
- Licensed CSR focus on client interaction, not paperwork.
- Teaching processes for hiring and training people.
- Assess and test for core competencies effectively.
- Agents envision and map journeys for training.
- Agencies simplify operations to serve people effectively.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Today, we’ve got a powerhouse lineup giving you the inside scoop on maximizing your agency’s value and operations.
Carey Wallace, Chris Paradiso, and Aaron Stocks break down the importance of specialized legal expertise in your business transactions, while leveraging outside skills in accounting and payroll to sharpen your agency’s focus on what it does best. We jump in with financial insights that could be the key to boosting your agency’s evaluation and stressing the imperativeness of proper planning.
What’s more, we’ll introduce you to Agency Point, a game-changing platform that consolidates essential services like law, technology, and human capital uniquely designed for insurance agencies. Say goodbye to vendor juggling and hello to streamlined, industry-specific support.
Get ready for a wealth of strategies and stories that will inspire savvy decision-making and proactive growth in your business. This episode is packed with years of wisdom, all aimed at helping you avoid mishaps and keep your agency thriving.
Highlights:
- Small business owners lack financial and business training.
- Bookkeeping and taxes differ, impacting business costs.
- Consistency in financials prevents potential profitability discount.
- Issues with trust accounting, inflating numbers, reconciling.
- Commission reconciliation is crucial for insurance agents.
- Ensuring appropriate agreements for agency transitions is crucial.
- Outsourcing can enhance business growth and efficiency.
About Agency Point:
Bookkeeping for the Independent Insurance Agency.
At AgencyPoint, we understand that keeping your independent insurance agency’s finances in order can be a daunting task. That’s why we offer expert bookkeeping services tailored to your specific needs. When properly using your Agency Management System for bookkeeping, we can provide you with the tools and insights necessary to make informed decisions for your agency.
With AgencyPoint, you can rest assured that your finances are in capable hands, allowing you to focus on what you do best: running your agency. Contact us today to learn how we can help you achieve your financial goals.
https://www.myagencypoint.com/what-we-do/bookkeeping
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Today we have the pleasure of speaking with Angus Reid, a decorated former professional football player and acclaimed author. In this episode, Angus shares the profound importance of trust and how nurturing it is like tending a garden—requiring constant attention and care.
Angus will shed light on the transformative power of consistent, caring actions over contractual obligations, the strength of a ‘care first’ philosophy in leadership, and the essential role that trust plays in developing a successful business culture and personal relationships.
We’ll discuss the impact of Angus’s career on his approach to mentorship and how he helps shape the “real game” of life for young athletes. Angus’s insights on prioritizing what truly matters, like family and foundational principles, promise to inspire and guide.
Highlights:
- Leaders must show they care to make it hard for others not to care. It requires consistent effort and acknowledgment of the value of others.
- Consistency in trust is key.
- Switch outlets, don’t become the brand, build who you are.
- Trust is built through consistent behavior and repetition.
- Trust and consistency are crucial in business and family dynamics, especially in challenging times.
- Be sure to check out Angus’s book, “Thank You, Coach.”
About Angus Reid: Champion Athlete – Best Selling Author – International Speaker
From a physical and talent perspective, Angus Reid had no business playing professional football for 13 seasons, earning multiple all-stars and winning two Grey Cup Championships. It was through his relentless determination and the extensive guidance of others that his dream became a reality.
Today, Angus travels North America speaking with companies, schools, and teams about what it really takes to make it and win. His successful TEDx talks, “Why We Need High School Football” and “Mastering the Skill of Trust” have garnered him both praise and respect.
Angus has recently released his first book – Thank You, Coach, which has already become an Amazon bestseller, expands on his never-ending gratitude for the good fortune he has been granted by those who have helped shape his success. He lives in Metro Vancouver with his wife and young family.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Authenticity, genuine care, and personalized experiences aren’t just words; they’re your business’s heartbeat.
Today’s guest, Richard Weylman, is here to share his secrets on turning clients into lifelong fans. Richard, a Hall of Famer in customer experience, will dissect the importance of genuine interactions and how they lead to business success. Expect to hear compelling stories, like that of Freddy’s steak burger’s rise, insights from Richard’s hot-off-the-press book, and the profound impact of simple, human touches in communication.
Get ready for practical tips that will supercharge your customer service approach and resonate with your clientele on a deeper level. It’s all about personalization, empathy, and creating value in every interaction. So tune in, take notes, and transform the way you do business—one relationship at a time.
Highlights:
- Experienced sales and marketing professional, with vast consulting and coaching experience.
- Vision for a customer-centric company and practice is crucial for employee and customer experience.
- Value communication, be gracious in email sign-offs.
- Desire for caring and thoughtfulness in assistance.
- Embrace change, define your vision and values.
- Learning, giving back, relationships drive revenue, Richard’s book.
About Richard Weylman:
Richard Weylman’s journey from a challenging childhood, marked by being orphaned at age 6, living in 19 foster homes, and attending 11 different schools, to becoming a luminary in the realms of keynote speaking, customer experience, and business consulting is nothing short of inspirational. His early adversities did not define him; instead, they sculpted a resilient and visionary leader. His remarkable turnaround began with leading an award-winning Rolls-Royce Motorcar operation, followed by spearheading the initial sales and marketing efforts for The Robb Report, a publication synonymous with the affluent lifestyle.
For nearly three decades, Weylman has been a guiding force for business owners and professionals worldwide, demonstrating the pathways to growth and success. His unique perspective, cultivated from his own experiences and keen insight into customer behavior, allows him to craft tailored strategies that elevate business performance. As a seasoned researcher, author, consultant, and entrepreneur, Weylman’s contributions to the industry are profound, delivering presentations and solutions that yield tangible results.
His accolades are a testament to his impact and dedication. Weylman has been recognized as a Hall of Fame Professional Speaker by the National Speakers Association and inducted into the Customer Experience Hall of Fame. His thought leadership in customer experience has been globally acknowledged by the Engati CX Community. Additionally, his expertise in keynote presentations has been twice honored by Wealth and Finance International Media, naming him Keynote Specialist of The Year.
Weylman is also a two-time International Best-Selling Author, with notable works including “The Power of Why: Breaking Out in a Competitive Marketplace” and “Opening Closed Doors: Keys to Reaching Hard-to-Reach People.” His accolades further extend to being named the Best Business Performance Motivational Speaker in 2023 by SW Florida, and he holds the prestigious Certified Virtual Presenter certification.
Beyond his individual honors, Weylman has received the Council of Peers Award of Excellence (CPAE) and the Direct Selling Association Partnership Award, reflecting his collaborative spirit and impact on the industry. His nomination for the Horatio-Alger Award underscores his embodiment of resilience and success against all odds.
Weylman’s commitment extends beyond the stage and printed page; he actively engages with his audience and clients through his consulting and coaching divisions, sharing insights and success stories that resonate deeply. His work has reached over 4,000 keynote stages across four continents, captivating audiences ranging from 20 to 40,000 individuals, each event a testament to his enduring influence and ability to inspire transformative change.
In every aspect of his career, C. Richard Weylman stands as a beacon of hope, resilience, and unwavering dedication to empowering others to achieve their fullest potential. His legacy is not just in the accolades he has received, but in the lives and businesses he has transformed.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
In this episode, we have a powerhouse lineup with sales maestros Jeff C. West and Bob Burg. Jeff and Bob are here to debunk the sales myths that have been leading you astray. Their insights come from decades of experience and are backed by their groundbreaking book, “Streetwise to Saleswise.” They’ll also give our listeners a sneak peek into their sales philosophy by offering the first two chapters for free—a gesture you won’t want to miss.
We’ll dive deep into the misconceptions surrounding objections in sales, why empathy is your strongest tool, and how to create emotional connections that turn prospects into loyal clients. Jeff shares an unforgettable story, proving that understanding psychology in sales is non-negotiable, while Bob emphasizes the ever-crucial “know, like, and trust” mantra.
Highlights:
- Sales objections are common and should be handled effectively without trying to overcome them.
- Starting a conversation positively leads to a favorable response, while a negative start can lead to rejection.
- Creating a positive, non-adversarial bond during the process leads to long-term client loyalty and recommendations.
- Sales requires reframing rejection to understand it positively to avoid quitting due to negativity.
- Trust their words, not yours; ask the right questions.
- Empathy is vital for success.
About Jeff C. West:
After over 30 years in sales, sales leadership and entrepreneurship, Jeff C. West is now a bestselling and award-winning author, speaker and leadership coach. His books, The Unexpected Tour Guide, and Said the Lady with the Blue Hair (coauthored with Direct Sales legend Lisa M. Wilber) have earned recognition from The Axiom Business Book Awards, the National Indie Excellence Awards, and the American Bookfest Awards.
His latest book, Streetwise to Saleswise: Become ObjectionProofTM and Beat the Sales Blues (coauthored with Bob Burg), and is earning praise from business leaders around the US.
About Bob Burg:
For over 30 years Bob Burg has been successfully showing entrepreneurs, leaders, and sales professionals how to communicate their value and accelerate their business growth.
Although for years he was best known for his sales classic, Endless Referrals, it’s his business parable, The Go-Giver, (coauthored with John David Mann) with over one million copies sold and translated in 30 languages that has created a worldwide movement.
His newest book (coauthored with Jeff West) is: Streetwise to Saleswise: Become ObjectionProof and Beat the Sales Blues. Bob publishes the very popular Daily Impact email.
He is also an unapologetic animal fanatic and works with a rescue, foster, and adoption organization in his town of Jupiter, Florida.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Let’s jump right into this life-affirming dialogue with guest Jim Cathcart. Jim Cathcart is a motivational speaker and real-life exemplar of resilience and optimism. Jim’s accolades, including the prestigious Golden Gavel award, set the stage for a conversation that traverses personal growth, embracing life’s vulnerabilities, and the undeniable power of a positive mindset.
Jim shares his wisdom on the acorn’s symbolism of untapped potential, the impact of dedicating time to self-improvement, and how a seemingly small daily commitment can lead to monumental change. We’ll touch on his health challenges, his unwavering commitment to living fully, and how our actions shape our future.
So brace yourself for an episode that will ignite your desire for greatness and show you why stepping out of your comfort zone is the essence of truly living.
Highlights:
- Jim’s engagement in tours in China, focusing on meaningful life and reaching thousands of people.
- Reflection on career in insurance and encouragement to share passion for serving and protecting people.
- Emphasis on the importance of embracing uniqueness, facing criticism, and reaping phenomenal rewards.
- Importance of behavior in shaping others’ perception and building reputation.
- Discussion on the significance of emotional safety and the impact of actions on others.
- Highlighting Toastmasters’ role in developing communication and leadership skills, leading to success.
- Sharing personal resilience and success stories despite challenges.
- Promotion of wealth-building strategies, virtual events, and podcast subscriptions for insurance agents.
About Jim Cathcart, CSP, CPAE:
the family man.
Jim and Paula have been married for 53 years and have raised a happy successful son with 2 Amazing grandchildren. (And they can prove it!)
the musician.
Jim Cathcart and his band “ReZoom The Boom” recently performed for 8 years in Southern California and now in Austin, Texas. Frequently including music as part of his speaking engagements, Jim has performed around the world. http://GuitarMusicLive.com
the traveler.
Professionally, in 2015 through 2019 Jim lectured in 23 major cities in mainland China plus a round-the-world lecture tour. He’s traveled the world for decades and knows how to adapt to other cultures. Additionally, Jim is a Life Member of the American Motorcyclist Association and has toured Europe and North America over 150,000 miles on his motorcycles. He was the keynote speaker for the 100 year anniversary convention of Harley Davidson in 2003. Jim is a proud Texan, now based in Austin
the speaker.
Jim Cathcart, CSP, CPAE is one of the top 5 most award-winning speakers in the world. His Top 1% TEDx video has 2.7 million views, his 25 books are translated into multiple languages, including 3 International bestsellers. He is a Certified Virtual Presenter and past National President of the National Speakers Association. Jim’s PBS television programs, podcast appearances and radio shows have reached millions of Success Seekers and he is often retained to advise achievers and their companies.
Even his colleagues, some of the top speakers in the world, have hired Jim to speak at their own events. Jim is an Executive MBA Professor at California Lutheran University School of Management and serves as their first Entrepreneur in Residence. He has been inducted into the Sales & Marketing Hall of Fame in London for his pioneering work with his concept of “Relationship Selling.” He is also in the Professional Speakers Hall of Fame and has received The Cavett Award and The Golden Gavel Award.
the author.
Jim has written 25 books, hundreds of articles and he is always writing at least one new book. His most recent book is What To Do When You’re The Speaker. Audiences buy his books by the hundreds and he happily adds autograph sessions to his speeches.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Today I welcome back Dr. Dave Rodgers. In the previous episode, we discussed how to take ownership of critical change and the feedback from Part 1 has been phenomenal. Part 2 is packed with actionable insights to help you grow your business, create wealth, and have more freedom. We cover the importance of instilling ownership of change within a team, practical steps to create new behavioral expectations, the significance of fostering a supportive environment, and the enduring emphasis on ongoing accountability. Don’t miss the valuable gold nuggets dropped by Dr. Dave Rodgers.
Highlights:
- Focus on team habits and behaviors for change.
- Focusing on team behavior and proactive recovery plans for creating a positive work environment.
- Encouraging accountability and safety in behavior.
- Owners should focus on leading and inspiring rather than implementing; responsible for direction and team.
- Three steps for implementing new habits: set expectations, ask questions, and reinforce behavior through accountability discussions.
- Embrace and prepare for rapid change in business.
About Dr. Dave Rodgers:
Dr. Dave is an accomplished professional dedicated to propelling others toward success, turning their dreams into reality swiftly and effortlessly.
Specializing in guiding mid to large-sized companies, he facilitates rapid transformative change, achieving breakthrough results and cultural shifts in months, contrary to conventional timelines. Dr. Dave ensures that the transformative processes implemented are transferable and sustainable long after his direct involvement.
Known for his unique ability to bridge opposites, Dr. Dave fosters shared ownership for results across various domains such as strategy and tactics, operations and human resources, sales and delivery, and inner versus outer growth mindsets.
His diverse journey, starting as a certified ski instructor and evolving through roles like project manager, product marketer, business manager, and organizational development specialist, reflects his breadth of experience. Academic achievements include two master’s degrees and a doctorate in Spiritual Science, a path unforeseen in his earlier pursuits.
At the core, Dr. Dave is a problem-solver and guide, finding fulfillment in working with people. He believes individuals have the resources within themselves, and his mission is to help them harness that knowledge practically.
Despite achieving numerous milestones, Dr. Dave remains committed to continuous learning, exemplified by his transformation from clinical obesity to maintaining an ideal body weight for years, a journey he plans to continue for decades. This commitment to learning, sustaining success, and sharing knowledge drives his work with executives and their leadership teams.
Beyond his professional pursuits, Dr. Dave enjoys golfing, cycling with friends, peaceful walks on San Diego’s beaches and neighborhoods, and cherished moments with his family. Married with three stepchildren and five grandchildren, he actively contributes to his church ministry, cherishing daily spiritual practices and quiet moments.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
This podcast episode has been brewing, both inside our minds, and inside our businesses. Today I engaged in an insightful conversation with Dr. Dave Rodgers about the crucial concept of taking ownership of critical change in business. Dr. Rodgers, an accomplished professional with over 35 years of experience in propelling business leaders toward success, shares valuable insights on the importance of ownership over buy-in, and the key steps to engage and empower your team in critical change. You can expect to discover proven strategies and actionable advice to drive change and foster a culture of ownership in their businesses. Don’t miss this valuable discussion that promises to equip you with the tools and knowledge to navigate change with confidence and drive measurable results.
Highlights:
- A successful business leader, and how he turns dreams into reality efficiently.
- Encouraging engagement and ownership among leaders and team members.
- Engage without selling by identifying external drivers for change. These factors are beyond our control and must be responded to.
- Suggest focusing on 3-5 shifts for success in upcoming months.
- Leaders should train and challenge employees to think critically and grow.
- Dealing with fear: Take action, small steps lead to success, safety and accountability are key for high performance.
About Dr. Dave Rodgers:
Dr. Dave is an accomplished professional dedicated to propelling others toward success, turning their dreams into reality swiftly and effortlessly.
Specializing in guiding mid to large-sized companies, he facilitates rapid transformative change, achieving breakthrough results and cultural shifts in months, contrary to conventional timelines. Dr. Dave ensures that the transformative processes implemented are transferable and sustainable long after his direct involvement.
Known for his unique ability to bridge opposites, Dr. Dave fosters shared ownership for results across various domains such as strategy and tactics, operations and human resources, sales and delivery, and inner versus outer growth mindsets.
His diverse journey, starting as a certified ski instructor and evolving through roles like project manager, product marketer, business manager, and organizational development specialist, reflects his breadth of experience. Academic achievements include two master’s degrees and a doctorate in Spiritual Science, a path unforeseen in his earlier pursuits.
At the core, Dr. Dave is a problem-solver and guide, finding fulfillment in working with people. He believes individuals have the resources within themselves, and his mission is to help them harness that knowledge practically.
Despite achieving numerous milestones, Dr. Dave remains committed to continuous learning, exemplified by his transformation from clinical obesity to maintaining an ideal body weight for years, a journey he plans to continue for decades. This commitment to learning, sustaining success, and sharing knowledge drives his work with executives and their leadership teams.
Beyond his professional pursuits, Dr. Dave enjoys golfing, cycling with friends, peaceful walks on San Diego’s beaches and neighborhoods, and cherished moments with his family. Married with three stepchildren and five grandchildren, he actively contributes to his church ministry, cherishing daily spiritual practices and quiet moments.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
In this episode, David Gabrielsen the founder of Capital Premium Finance shares his entrepreneurial journey of a company with a team of 166 people known for its exceptional leadership and culture. David’s story is one of dedication, faith, and building strong relationships, as he reflects on the challenges and successes of building his business over the years. From facing financial setbacks to nationwide expansion, David shares invaluable insights on perseverance, the importance of family, and the impact of genuine leadership. Join us as we explore the journey of entrepreneurship, the power of positive impact, and the keys to success in business and personal life.
Highlights:
- His Dad’s advice led to a career shift, learned financial skills.
- Borrowed money, received help from their brother, and secured a credit facility.
- Grew business within 10 years.
- Focus on building trustful relationships with agencies to solve problems and achieve mutual success.
- Faced with an ultimatum they, found an alternative finance broker.
- Building strong, genuine partnerships based on integrity and transparency.
- Being an entrepreneur is tough, learn from mistakes and keep going, find support.
- Being a leader and providing for family is important, prioritize work and family balance.
About David F. Gabrielsen:
David F. Gabrielsen stands as the visionary founder and dynamic CEO of Capital Premium Financing, Inc. (CPF), a pioneering specialty lending institution dedicated to providing insurance premium financing solutions for commercial enterprises. With a keen entrepreneurial spirit and a forward-thinking approach, Gabrielsen established CPF in 1983, setting the stage for what would become a beacon of innovation, service excellence, and sustained growth within the premium finance loan industry.
Under Gabrielsen’s adept leadership, CPF has flourished, consistently achieving remarkable average annual growth rates exceeding 30%. His hands-on management style and strategic vision have been instrumental in steering the company through the evolving landscape of financial services, ensuring CPF remains at the forefront of product innovation and customer service.
Gabrielsen’s profound understanding of the financial sector, coupled with his commitment to excellence, has fostered a culture of professionalism and expertise within CPF. He leads a distinguished team of financial managers, whose collective experience in commercial banking, investment portfolio management, and financial institution regulation spans over 150 years. This formidable expertise underpins CPF’s reputation as a trusted leader and partner in the industry.
Beyond his professional accomplishments, Gabrielsen is recognized for his integrity, leadership, and dedication to fostering long-term partnerships with clients. His contribution to CPF and the broader financial community continues to set standards for service and innovation, making him a respected figure in the world of premium financing.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Today I am bringing a thought-provoking conversation with Maura Perkins, the 2023 UPP Implementer of the Year! Maura shares her journey in the insurance industry and her battle with cancer, providing insights into her unwavering determination and resilience. We delve into her strategic approach to achieving her goals and the impact of participating in UPP’s coaching program. Maura’s stories and experiences illuminate the power of perseverance and the drive to overcome adversity. Join us as we uncover the invaluable lessons and inspiration from Maura’s remarkable journey.
Highlights:
- Grateful for the presence, recognition, support, and success in the program.
- Struggling with challenges, uncertain about future.
- Unexpectedly embraced insurance event; positive fellowship and support.
- Initially skeptical, but eventually fully committed and successful.
- Having a plan helps with accountability and achieving goals.
- Seeking guidance, accountability, and alignment within a coaching group for personal and professional growth.
About Maura Perkins:
Maura Perkins, President of Sagacious Insurance Services, is a seasoned insurance broker with 36 years of brokerage experience. Having worked for a various sized agencies in the past, she had the experience to start her own insurance brokerage with her own business model. Sagacious Insurance Services began in 2012 offering all lines of insurance to provide a full offering of products to clients. Many small to medium sized business were asking the agency for HR related support services. A client need was discovered and Sagacious now offers HR support services to their clients as a Fee for Service model. This podcast provides information on services agency’s may be performing for free and lend ideas on how your agency can adopt a similar revenue stream. Are you leaving money on the table?
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
The power of job descriptions for independent insurance agencies. Let’s break it down. Today I chat about the crucial world of job descriptions and leadership within your team. Sharing my wealth of knowledge and experience in the necessity of job descriptions for successful team management. Also discuss how job descriptions will attract the right team members, improve employee satisfaction, provide clear guidance for performance, and match skills and talents to find the right roles.
Highlights:
- Importance of leadership, goals, and expectations.
- Encourage your team to write their own job descriptions.
- Being clear in team expectations emphasized.
- Use the P x Three program for job descriptions.
- Clear leadership expectations drive skill improvement and productivity, anchored by core values and a culture of growth.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Have you defined your core values for your agency?
Delving into the crucial role of core values in businesses, particularly agency businesses. I cannot stress enough that core values shape an organization’s culture and identity, influencing everything from hiring decisions to conflict resolution. Through insightful examples and practical tips, I reveal the significance of living and embodying core values within a team, while emphasizing the impact of core values on brand perception and community engagement.
Join us as I explore the 3-step process of defining and integrating core values, and how they contribute to creating a better business culture and leadership.
Highlights:
- Core values in business for personal and professional success.
- How core values shape discipline, rewards, and training in the insurance agency business. Time and effort are needed to develop, share, and implement core values.
- Foundation for an organization’s future success and should be more than just words on a wall.
- Ownership, core values, personal & organizational level, attitudes & behaviors, impact organization.
- Consistently reinforced through praise, recognition, and discipline.
- Start with brainstorming, then narrow down core values in a 1-on-1 session.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Are you truly connecting with your customers and do they understand what you have to sell?
Not only did the unstoppable Christos Provistalis blow the attendees away at the most recent Be Unstoppable Bootcamp, he wanted to bring even more value and did a very special UPP member only training. So we wanted to bring it to you The best of the best that Christos has to offer…
Take a look at this encore presentation at the request of many!
Get ready for an enlightening conversation as we dive deep into the power of human connection and understanding what you truly sell in your businesses. Christos brings his expertise in helping companies grow and impact people’s lives. The discussion also delves into the different methods of communication, from traditional phone calls to face-to-face interactions, and now, the rise of digital platforms like Zoom. Emphasizing the importance of deep and meaningful human connections that can only be achieved through in-person interactions. Christos provides practical insights and strategies for businesses to make emotional connections with their customers. They explore real-life examples and share their personal experiences to illustrate the power of such connections.
Highlights:
- Email lacks emotion and can be misconstrued, while face-to-face communication allows for a deeper understanding.
- The importance of understanding what a company truly sells and how to connect with customers on an emotional level in order to effectively sell a product or service.
- It is an energy formed between people when they feel seen, heard, valued, and understood. Building this connection is crucial in sales and leadership.
- Emotional investment leads to less critical observation and stronger bonds.
- Family conversation sparked insight on the love for work.
About Christos Provistalis:
Christos Provistalis is a seasoned hospitality professional with a passion for creating experiences and fostering genuine connections. As a Guest Service Manager for the renowned Walt Disney Company, he had the privilege of dedicating his leadership career to the prestigious Grand Floridian Resort & Spa. During his time at Disney, Christos witnessed firsthand the transformative power of exceptional customer service and the impact it had on guests. Inspired by this, he embarked on a new journey after leaving the company—to share his knowledge and expertise with others.
As a sought-after speaker, Christos travels across the United States, sharing his insights with professionals from various industries. Christos covers the heart of service, exploring the dynamics of human connection, emotions, self-awareness, and perception. Recognizing that exceptional service is not just about transactional interactions, but about creating memorable moments. Through thought-provoking discussions and real-life examples, Christos empowers you to elevate yourself and leave a lasting impact on others both personally and professionally.
https://www.linkedin.com/in/christosspeaks/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
We are starting off 2024 by diving into the art of “Guarding Your Book With Purpose.” with the inspiring Lynnette Wood. Lynnette brings a wealth of expertise in the insurance industry and shares invaluable insights on providing exceptional client care and creating new opportunities. Her vision for her agency aligns with her passion for helping others, and there’s no doubt that her story will motivate and enlighten our listeners. Tune in as we explore strategies for growing agencies, the power of trust in client relationships, and the promise of offering benefits without added workload. Stay tuned and let’s discover how to be unstoppable in making a difference and believing in ourselves.
Highlights:
- Seeking support for a new direction, found like-minded partners.
- Signing contracts provides new revenue stream, blocks competition, and benefits clients.
- Expanding benefits business, learning, helping others, collaboration.
- Encouraging protection and sharing commercial opportunities.
- Online portal for claims, EOBs, Teladoc, network doctors, and prescription info. Customer training.
- Care and support for claims and insurance.
- Health insurance: understand network, preauthorization, referrals.
- Payroll is top priority, followed by insurance benefits.
About Lynnette Wood:
Lynnette is a lifelong Alaskan. She grew up on Kodiak Island, and loved the subsistence life and closeknit community Kodiak offered. After high school, Lynnette went on to college at Seattle Pacific University where she met and married her husband, Jeff Wood, in 1993. She graduated with a Bio-Chem degree.
After college, she settled in Anchorage and has been living there ever since. Jeff and Lynnette have three children; Katrina, Caleb and Kennedy. For many years Lynnette ran a successful medical transcription business out of her home while the kids were young. After Kennedy entered kindergarten, Lynnette went back to school and earned a Master’s degree in Teaching. Lynnette taught in both the public and private school systems before entering the insurance world.
She purchased Aurora National Insurance in 2012 and hasn’t looked back. Helping people understand insurance lingo and the policies they purchase is her passion. Lynnette strives to provide an enjoyable and educational experience for businesses and families as they work with her agency to find the best insurance coverage available.
Lynnette’s hobbies are hiking, fishing, biking, books and sitting around a campfire with friends.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
As we close out 2023 I hope I have empowered and inspired you to reach your full potential. In this episode, Today I share some powerful insights and practical steps to make the upcoming year your most incredible year ever. Outlying three simple yet profound questions to guide you toward a more joyful, fulfilling, and successful life. Join me as we delve into strategies for personal and professional growth and learn how to design your life for maximum impact and legacy. Don’t miss out on this transformative episode that will help you step into the new year with purpose and clarity.
Highlights:
- Encouragement to never give up, three simple thoughts to inspire and encourage action.
- Prioritize joy and fulfillment; do what you love, avoid tolerating, and eliminate hate. Plan for simplicity and fulfillment to be happier.
- Improve brand positioning through associations, learning, and growth.
- Focus on financial goals for business success. Identify 1-3 key actions in each category. Establish targets and celebrate achievements.
- Design life for success.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email: vip@upplife.com
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Podcast: http://unstoppableprofitpodcast.com
If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!
Having discovered that our stories are eerily very much alike, it is my privilege and honor to sit down with Sherif Gemayel. Sherif is an industry expert who once owned a successful tech-enabled agency in Canada and later started the tech company Trufla before selling the agency. Sharing how he used innovative technology to bolster agency profit. Sherif introduces the True Mobile platform, a game-changer for insurance policy servicing, which integrates AI-powered intelligence, real-time quoting capabilities, and agent-client interaction tools. The discussion delves into the advantages of independent agents over big tech companies, the challenges and opportunities in the insurance industry, and the key role of quick decision-making. Join us as we uncover the dynamic intersection of technology, customer service, and agency success in the insurance landscape.
Highlights:
- Sharif Jamail founded Sharp Insurance, a successful tech-enabled agency in Canada, and later started the tech company Trufla before selling the agency.
- Comparing independent agencies to tech companies as distributors, not builders.
- Speed matters more than price in insurance. Fast quotes win opportunities.
- True Mobile app: first in North America, AI and renewal intelligence for agents, focuses on customer relationships.
- Measure ratios, analyze, follow up important.
- Emphasizes 80/20 rule and independence in insurance.
- Industry faces the challenge of data standardization, using carrier APIs to enhance value.
About Sherif Gemayel:
With over 15 years of experience in the insurance and technology industries, I am a serial entrepreneur and an insurtech visionary. I founded and sold Sharp Insurance, one of the most innovative brokerages in Canada, and launched Trufla Technology, a leading provider of digital solutions for brokers.
As the CEO of Trufla Technology, I lead a team of over 140 experts in insurance software development, AI, data management, app development, and UI/UX. We deliver a complete digital transformation solution for brokers, enabling them to compete and grow in an ever-evolving digital landscape. With over 200 clients spanning the globe, our mission is to be the technology that powers the broker channel. I am passionate about disrupting the traditional way of distributing insurance, using trends from other industries to guide me through this uncharted territory.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
Welcoming my esteemed guest Thomas Mann, listen as we explore the use of technology to streamline agency workflows. Diving into the potential impact of AI and machine learning on the insurance industry, shedding light on the concept of predictability and value in agencies. We gain insights into Aureus Analytics the tech platform, and its role in enhancing agency workflows. The discussion also focuses on the centimeter score, a key metric measuring client experience opinion, and its significance in analyzing customer journeys to improve agency performance.
Join us as we uncover the integration of DONNA, the revolutionary platform, with agency management systems, and its ability to provide proactive service models through predictive analysis.
Highlights:
- Aureus focuses on data analytics in insurance with DONNA as a platform launched in April 2020.
- Benchmarking customer experience helps analyze and improve workflows.
- AI is trendy but not taking over jobs. Adapting tech is important to avoid being left behind.
- DONNA UI: Customizable role-based interface for agencies. GPS analogy for user guidance.
- Agent methodology integration for CRM and AMS platforms, with a focus on AgencyZoom and other CRMs, supporting sales teams and retention pipeline.
- Importance of choices in business, envisioning using an Android app in a meeting and checking a customer’s SentiMeter score.
- Passionate mission to help agents with tech platform, creating wins and preventing losses.
About Thomas Mann, AAI: A Customer-Driven Leader in the Insurance and Business Development Arena
Thomas Mann, holding the prestigious AAI (Accredited Adviser in Insurance) designation, stands as a testament to excellence in the insurance industry. Currently leading as the Director of Customer Success at Aureus Analytics since March 2022, Thomas has carved a niche for himself as a customer-centric leader passionate about driving growth and innovation in the insurance space.
A graduate of the University of North Carolina at Chapel Hill, Thomas majored in Management and Society with a focus on economics and sociology, equipping him with a unique blend of skills to understand and navigate the complex interplay of management actions within a societal context. His academic journey also included a stint at East Carolina University studying Political Science, further broadening his understanding of societal structures and governance.
Before his current role at Aureus Analytics, Thomas honed his skills in customer success management at AgencyZoom, where he led a team of Success Specialists from 2020 to 2022. This role saw him overseeing client onboarding and helping them transition from prospects to power users, a testament to his commitment to client satisfaction and product engagement.
Thomas’s journey in the insurance industry began at North Carolina Farm Bureau, where he served as an Agent from 2014 to 2018. His role involved designing and implementing comprehensive insurance programs, emphasizing customer service and policy service, a foundation that has clearly shaped his customer-first approach in his subsequent roles. His experience at Insurance of the Carolinas as an Insurance Advisor further solidified his expertise in the field.
In a project management role at USAWeb Asset Group from 2013 to 2014, Thomas demonstrated his versatility and leadership skills, managing contractors, negotiating contracts, and ensuring project objectives were met with productivity and quality.
His active involvement in various activities and societies during his university years, such as Delta Upsilon Fraternity, Order of the Bell Tower, UNC Waterski Club, and Offshore Carolina SCUBA Club, reflects his dynamic personality and ability to engage in diverse interests.
Thomas’s skills in sales and customer service are well recognized, as evident from multiple endorsements he has received in these areas. His accomplishments include winning the NC Farm Bureau Sportsman Holiday Contest in October 2015, showcasing his exceptional performance in the sales force.
As a speaker and participant in various industry events, including InsurEXPO23 and the Big I New York – Go Big event, Thomas continues to make significant contributions to the insurance sector. His commitment to the field is also exemplified by his volunteering efforts with organizations like SEEDS NC, highlighting his dedication to community service and environmental causes.
Thomas Mann is not just an accomplished professional in the insurance and business development sectors; he is a visionary leader and an advocate for customer success, always eager to explore new opportunities and drive innovation in the ever-evolving world of insurance technology.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
Why do Joel and I emphasize the importance of continuous improvement and personal growth within our coaching programs? We dive deep into the powerful impact of speaking things into existence and the essential role of accountability in achieving personal and professional success. Sharing valuable insights on setting and achieving long-term goals, promoting personal accountability, building trust, and providing coaching for growth and development. Get ready to be empowered and inspired as we explore the transformative potential of accountability in crafting a clear vision and taking intentional actions to make your dreams a reality.
Highlights:
- Encouragement to aim higher and reach full potential.
- Accountability and leadership in organizations.
- Discussing goals, obstacles, and resources in a growth session with potential agent.
- Retired army veteran finds new purpose in coaching and mentoring others.
- Role-play calls with advice on critiquing recordings to improve communication and sales skills.
- Weekly sessions focus on asking meaningful questions to help others clarify and reassess their situations, enabling them to move forward confidently.
- Program offers direct accountability, guidance, and support to reach desired goals.
- Setting goals and accountability leads to progress and motivation, as evidenced by a story about a bike ride and the desire to repeat it.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
Today’s episode I have a special guest joining us – Vanessa Kimball, an agency founder and entrepreneur in the insurance industry. With over 30 years of experience and as a finalist for the Implementer of the Year award, Vanessa is here to share valuable insights and strategies for success. Her planning process for the next year has already begun, with each salesperson creating a list of things to do. Vanessa also highlights the agency’s desire to be more involved in the community, connecting with their clients on a deeper level. We dive into various aspects of Vanessa’s agency, Kimball Insurance. From the implementation of automation to better serve customers to the importance of relationships in the insurance industry. Vanessa also shares how her team utilizes video proposals, onboarding videos, and CRM software to enhance client experiences. Let’s continue to learn and grow together.
Highlights:
- Teams have a sheet for discussing concerns and clarifications, set by staff.
- Implementing quarterly staff meetings instead of individual ones to discuss agency updates.
- Setting the vision is important. Being able to complete the vision organizer process helps set the vision for the future.
- Follow processes, discuss goals, and create a roadmap.
- Finding video proposals useful for communicating due to time differences. New hires will also be trained for video proposals.
- Leading by example, sharing your own experience. Good leadership.
- Automated customer contact leads to an increased response rate.
About Vanessa Kimball:
Vanessa Kimball, CIC, CISR Founder, Owner, and CEO, Kimball Insurance, The Kimball Group
Vanessa was 2023 UPP Implementer of the Year Finalist
Vanessa Kimball stands as a prominent figure in the insurance industry, embodying the roles of Founder, Owner, and CEO at Kimball Insurance, part of The Kimball Group. Her distinguished credentials, Certified Insurance Counselor (CIC) and Certified Insurance Service Representative (CISR), highlight her extensive expertise and commitment to the field.
Under Vanessa’s leadership, Kimball Insurance has grown into a reputable and trusted entity within The Woodlands, TX. Her entrepreneurial spirit and strategic vision have been central to the company’s success, focusing on delivering exceptional insurance services tailored to the diverse needs of their clients.
Vanessa’s journey in the insurance sector is marked by a deep understanding of the intricacies of insurance policies and an unwavering dedication to client service. This combination of knowledge and passion for customer satisfaction has established her as a respected leader in her community.
Her professional profile, which can be explored in more depth on platforms like LinkedIn, showcases her journey and achievements in the industry. Vanessa’s approach to business is client-centered, ensuring that every aspect of Kimball Insurance is aligned with the goal of providing comprehensive, reliable, and personalized insurance solutions.
As a thought leader and innovator, Vanessa continues to drive her company forward, adapting to the ever-evolving landscape of the insurance world while maintaining the high standards of service and integrity that Kimball Insurance is known for.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
Welcome to another inspiring episode of the Unstoppable Profit Podcast! In today’s episode, I sit down with the incredible “Lover of People, Terren Moore. Terren is an inspiring individual who has experienced tremendous growth in his insurance agency, specializing in the farming industry. But what sets Terren apart is his genuine love for people, which has been instrumental in his success. Terren shares valuable insights on the power of testimonials, the benefits of automation, and the importance of social proof. He also opens up about his journey as a leader, including the creation of MFI University to provide formal training for his team members.
Highlights:
- Improved onboarding system led to a better work environment, relationships, and need for a marketing person.
- Need some things to scale, but not as crazy as they seem.
- Keep a positive mindset and manifest your goals.
- Cleaned up content added to Google: blog posts and YouTube channel
- Deep, meaningful relationships with people, online and offline, help connect and expand networks.
- Automation determines the appropriate pipeline for each customer, showcasing guarantees and testimonials from reputable sources.
- What motivated him to take action and establish a formal training program, resulting in a better working relationship.
About Terren Moore:
Terren Moore was a 2023 UPP Implementer of the Year Finalist
Terren started farming at the age of 15 after seeking new interest in his FFA chapter. His story as a first generation farmer has been recognized across the nation on television and several magazines. He began his insurance career with Texas Farm Bureau in 2018 before he opened his own agency in 2021. His farm operation and office are located in Greenville, TX where he grows sweet corn, peas, okra, and turnip greens. On the weekends he enjoys working on his farm and leading worship at his local church in Greenville. He is a member of the National Corn Growers Association and is passionate about his business and the ag industry.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
Welcome back guest Oakland McCulloch, a retired Lieutenant Colonel and author of the book “Your Leadership Legacy: Becoming the Leader You Were Meant to Be”. After an overwhelming request, I knew I had to bring Oak in for another discussion. Today we break down the topics of conducting effective meetings, dealing with change, and effective communication. Whether you’re a leader in the military, a business owner, or simply someone looking to enhance your leadership skills, this episode is packed with valuable insights and actionable tips. So, sit back, relax, and get ready to level up your leadership game. Let’s dive in!
Highlights:
- Remaining calm in difficult situations is vital for leading others.
- The importance of effective team meetings and how leaders can improve them.
- Have an agenda in advance & and set time limits for better meetings.
- Don’t fear change when put in charge of an organization. Make changes gradually and assert your leadership.
- Leaders must anticipate and adapt to future changes for continued success, rather than reacting to change.
- It is important to communicate concisely and clearly. Communicate face-to-face for clarity and understanding.
- Improved communication and team bonding through in-person interactions.
About Oak McCulloch Lieutenant Colonel U.S. Army (Retired):
Oakland McCulloch was born in Loudon, Tennessee and raised in Kirkland, Illinois. After graduating from high school, he attended the United States Military Academy at West Point for two years. He then graduated from Northern Illinois University and received his commission as an Infantry Officer through the Reserve Officer Training Course in 1986.
In his 23-year career in the Army Oak McCulloch held numerous leadership positions in the Infantry and Armor branches. He assisted in disaster relief operations for Hurricane HUGO in Charleston, South Carolina and Hurricane ANDREW in south Florida. His operational deployments include Operation Desert Shield/Desert Storm in Saudi Arabia and Iraq, Peace Enforcement Operations in Bosnia and Peace Keeping Operations in Kosovo. He held numerous instructor positions at the US Army Ordnance School, the US Army Command and General Staff College, the Australian Command and Staff College and the University of South Alabama. His last position in the Army was a three-year tour as the Professor of Military Science at the University of South Alabama where he led the training and commissioning of Lieutenants and tripled the size of the program in his three-year tour.
LTC McCulloch retired from the Army in September 2009 with over 23 years of active service and joined the staff at the Bay Area Food Bank as the Associate Director during the BP oil spill in the Gulf of Mexico. He was also the Vice Chair for Military Affairs on the Mobile Area Chamber of Commerce and a member of the Mobile Rotary International Club. He left the food bank in December 2010 to become the Recruiting Officer for the Eagle Battalion Army ROTC program at Embry-Riddle Aeronautical University. In his 15 years as the Recruiting Officer, he grew the program at Stetson University from 15 Cadets to over 100 Cadets and he more than doubled the size of the Eagle Battalion. Cadet Command selected Oak as the top recruiting officer, out of 274 recruiters, for 2019. In his 15 years of working with Army ROTC he was involved in the commissioning of over 550 Lieutenants for the United States Army.
In February 2021 LTC Oak McCulloch published his first book – “Your Leadership Legacy: Becoming the Leader You Were Meant to Be”.
LTC McCulloch earned a Bachelor of Science degree in History from Northern Illinois University in 1987 and a Master of Military Arts and Science in Leadership and History from the United States Army Command and General Staff College in 2002. He received thirty-one military service awards including the Bronze Star, eight Meritorious Service Medals and the Humanitarian Service Medal.
LTC Oak McCulloch is married to the former Kelly Smyth of Wauconda, Illinois. They were married at Fort Sheridan, Illinois in 1987 and they have two children, Oakland Vincent McCulloch and Caileigh Nicholson. They also have a granddaughter, Ryleigh Jade Nicholson and two grandsons Christopher Bryce Nicholson and Oakland Maverick McCulloch.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email vip@upplife.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
Get ready for a thought-provoking episode full of valuable lessons and practical strategies to help you focus on what truly matters in your life. This episode I am thrilled to welcome Ryan Hanley, a seasoned insurance professional and digital marketing specialist. We explore the importance of focus, goal setting, and self-discipline in achieving success. Ryan shares his personal journey of finding his passion in digital marketing and how it has propelled him to create his own successful insurance agency, Rogue Risk. Also diving into generational trauma and the impact our decisions and actions have on future generations. Ryan emphasizes the need for self-reflection, setting priorities, and staying focused on one’s “one thing.”
Highlights:
- The equation for success: value creation x hard work. Applies to those who want more in life.
- Working on high-leverage projects for success and compares it to his own experience working on low-leverage projects.
- Envy motivates success-minded individuals to think strategically and maximize their efforts for desired outcomes.
- Prioritization: Reflection on divorce led to self-improvement, including journaling.
- Understand the ripple effect of your choices and the concept of generational trauma. Don’t deceive yourself.
- You need to focus on being a revenue producer. Don’t get distracted and delegate tasks.
- Having well-trained staff allows for efficient problem-solving, making leaders unburdened and able to focus on critical issues.
About Ryan Hanley:
Hi, I’m Ryan Hanley
I’m an executive, entrepreneur, speaker, author, and podcaster.
NONE of these are reasons you should care about anything I say…
There is only one reason; I don’t give up. I don’t give in. I keep going.
Whether its leading a team, corporate workshop or on stage in front thousands, my stories are based on inevitable ups and downs that accompany tenacious growth.
If you want to know what it’s like to live a life of perpetual forward progress,
If you live with crazy ambition and struggle with how to harness it,
If you want to become the best version of yourself, …then you’re in the right place.
Website: https://ryanhanley.com/
LinkedIn: https://www.linkedin.com/in/ryanhanley/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
This week I have the pleasure to have the renowned author and speaker, Oakland McCulloch. Together, we delve into the fascinating world of leadership, exploring the continuous journey of improvement and the ability to navigate change in controlled chaos. Oakland shares his expertise on servant leadership and the importance of taking care of your team, leading to better performance and loyalty. We discuss the consequences of employees feeling unappreciated and the increasing trend of resignations in America. Get ready to discover the power of developing and empowering your team, earning trust through actions, and the importance of building a legacy of leadership.
Highlights:
- The speaker has been involved in recruiting officers for the Army for 16 years.
- Your legacy is not about the company, but the leaders you produce.
- Producing leaders with lasting impact, substituting nations with any domain.
- Reflect on failure, prioritize improvement over personal gain, and embrace servant leadership for success.
- Define the vision for the future, create a plan to achieve it, and shape your organization’s culture to align with it.
- Trust is crucial in organizations for the people inside to know each other.
- Leadership should extend in all directions, not just from top to bottom.
About Oak McCulloch Lieutenant Colonel U.S. Army (Retired):
Oakland McCulloch was born in Loudon, Tennessee and raised in Kirkland, Illinois. After graduating from high school, he attended the United States Military Academy at West Point for two years. He then graduated from Northern Illinois University and received his commission as an Infantry Officer through the Reserve Officer Training Course in 1986.
In his 23-year career in the Army Oak McCulloch held numerous leadership positions in the Infantry and Armor branches. He assisted in disaster relief operations for Hurricane HUGO in Charleston, South Carolina and Hurricane ANDREW in south Florida. His operational deployments include Operation Desert Shield/Desert Storm in Saudi Arabia and Iraq, Peace Enforcement Operations in Bosnia and Peace Keeping Operations in Kosovo. He held numerous instructor positions at the US Army Ordnance School, the US Army Command and General Staff College, the Australian Command and Staff College and the University of South Alabama. His last position in the Army was a three-year tour as the Professor of Military Science at the University of South Alabama where he led the training and commissioning of Lieutenants and tripled the size of the program in his three-year tour.
LTC McCulloch retired from the Army in September 2009 with over 23 years of active service and joined the staff at the Bay Area Food Bank as the Associate Director during the BP oil spill in the Gulf of Mexico. He was also the Vice Chair for Military Affairs on the Mobile Area Chamber of Commerce and a member of the Mobile Rotary International Club. He left the food bank in December 2010 to become the Recruiting Officer for the Eagle Battalion Army ROTC program at Embry-Riddle Aeronautical University. In his 15 years as the Recruiting Officer, he grew the program at Stetson University from 15 Cadets to over 100 Cadets and he more than doubled the size of the Eagle Battalion. Cadet Command selected Oak as the top recruiting officer, out of 274 recruiters, for 2019. In his 15 years of working with Army ROTC he was involved in the commissioning of over 550 Lieutenants for the United States Army.
In February 2021 LTC Oak McCulloch published his first book – “Your Leadership Legacy: Becoming the Leader You Were Meant to Be”.
LTC McCulloch earned a Bachelor of Science degree in History from Northern Illinois University in 1987 and a Master of Military Arts and Science in Leadership and History from the United States Army Command and General Staff College in 2002. He received thirty-one military service awards including the Bronze Star, eight Meritorious Service Medals and the Humanitarian Service Medal.
LTC Oak McCulloch is married to the former Kelly Smyth of Wauconda, Illinois. They were married at Fort Sheridan, Illinois in 1987 and they have two children, Oakland Vincent McCulloch and Caileigh Nicholson. They also have a granddaughter, Ryleigh Jade Nicholson and two grandsons Christopher Bryce Nicholson and Oakland Maverick McCulloch.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
Consistency is the word of today’s episode. Breaking down the subject of consistency and its impact on achieving personal and professional goals. I share valuable insights and lessons from my recent experience working with independent insurance agents. Emphasizing the importance of accountability and self-discipline in building consistency in our lives. Drawing inspiration from a successful consultant in 1918 and Apple’s transformation under Steve Jobs, I unveil a powerful strategy for prioritization that can propel us toward greater productivity and success.
Highlights:
- Simple rules guide complex behavior, fewer priorities lead to better work and output.
- Plan your day the night before with a list of 6 tasks.
- Consistency is key to achieving personal and professional goals.
- Lack of consistency is the number one reason for not achieving goals.
- Focus, discipline, and consistency lead to success. Priorities and results are crucial.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
Today I delve into the power of vision and the importance of thinking bigger. Drawing from my own experiences I share a story that made me realize the need to expand my mindset and outlook into the future. Do you know the impact of removing the weakest link in your team and how it can positively affect your business culture? I take you through my journey of self-discovery and being influenced to set a vivid vision for my agency. Step out of our comfort zones and dream bigger than ever before!
Highlights:
- The importance of vision.
- Evolved their mindset and developed a bigger vision.
- Surprised by my own limited mindset.
- Core values, marketing strategy, quarterly goals, and long-term vision.
- Start somewhere, figure out a plan, build accountability, impact lives, and create freedom.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
What are the advantages of using bots in insurance agencies, such as automating data entry and account creation?
Listen in as this week we delve into the world of bot-driven standards, procedures, and workflows in the insurance industry. My guest Mike Fusco shares his insights and experiences on utilizing automation and technology to streamline processes and improve efficiency in insurance agencies. From the importance of knowledge before teaching others, to the different client categories based on revenue levels, we cover it all. Join us as we explore the impact of automated bots, such as the onboarding bot and the audit bot, in transforming the way agencies operate. Get ready for an enlightening conversation with valuable takeaways for business growth. Let’s dive in!
Be sure to check out our upcoming 2023 Be Unstoppable Bootcamp, October 19-21, 2023 www.beunstoppablebootcamp.com
Highlights:
- Discussing bots and the potential to use RPA in agencies.
- Efficiency and productivity are key goals for the agency, especially in terms of ENS.
- Hiring qualified people is challenging, so they brought in RPA.
- Pipedrive is preferred for texting. Bots are needed to move data.
- Bot 1 & 2
- Bot 3 onboards clients via emails and provides credentials, perks, and welcome information; changes password yearly.
- What bots are coming in the future.
About Mike Fusco:
Michael, a New Jersey native, relocated to San Diego in 2001 after graduating from the prestigious Robert H. Smith School of Business at the University of Maryland, College Park. Shortly after arriving, he started his first insurance job with a national carrier, where he worked his way to a supervisory position.
Michael joined the independent agency channel in 2005, learning about construction insurance markets and a wide range of products and services. While honing his skills as a competent broker, Michael also served as the agency’s sales manager, overseeing a team of 26 in a highly functional sales unit.
In September of 2010, Michael was named CEO of Fusco Orsini & Associates, which he holds with great pride. The firm started with three people focused on property & casualty insurance products, primarily in the commercial space. Michael is proud of the firm’s growth, now able to consult clients on strategies within the following areas:
- Property & Casualty Insurance
- Employee Welfare Programs
- Risk Management
- Compliance
- Non-Insurance Consulting Services
- Bonding
- Technology Platforms
Michael enjoys spending time with his family and friends and coaching and playing ice hockey in his spare time. He welcomes connections through his LinkedIn profile.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
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. Listen in as Erin shares some of the strategies she used to achieve her goal do writing a million dollars in new business premiums and create processes for her team and clients to access information effectively and efficiently.
Be sure to check out our upcoming 2023 Be Unstoppable Bootcamp, October 19-21, 2023 www.beunstoppablebootcamp.com
Highlights:
- Developing a Silver, Gold, and VIP client segmentation to determine where to focus.
- Sending gifts to clients based on their designations in order to encourage referrals.
- Utilizing a handwritten note to individuals with insurance licenses to draw them into her award-winning agency.
- Pulling inspiration from Bill Butler, Erin created her own intranet that has become a great source for her team and freed up her time to focus on other things.
- The benefit of being a member of the platinum coaching and the wealth of information garnered from mastermind members.
About Erin Neill:
Hi! I’m Erin Neill, and as the principal agent and owner of Hanby Insurance, I wear multiple hats. My journey in the insurance world began back in 1999 when I joined a Nationwide Insurance agency located in Garland, Texas. Being born and raised in the Dallas area, I take immense pride in being a Texan, and my family’s ties to the Rockwall region go all the way back to 1853.
When I’m not busy at the office, you’ll most likely find me cherishing quality time with my husband, Jeremy Neill, and our two daughters, Charlee and Georgia. Traveling as a family is one of our favorite pastimes, and Walt Disney World holds a special place in our hearts as one of our go-to destinations.
Beyond my personal life, I’m also deeply committed to serving the local community. Currently, I serve on the board of directors for Meals on Wheels Senior Services of Rockwall County, and I’m a proud member of Soroptimist International of Rockwall—a wonderful women’s organization dedicated to empowering women and girls around the world.
It’s a joy to balance my professional career, family life, and community service, and I’m grateful for the opportunities that allow me to make a positive impact in the lives of others.
https://hanbyinsurance.com/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
Do you know the importance of patriotism in your company? Today Joel McKinley and I delve into the concept of patriotism and how it can be applied in the business world. We’ll explore the power of finding like-minded individuals who will fight for a cause, the importance of defining core values, and the impact of building strong teams within the Unstoppable Nation. We’ll also share personal stories of connection, discuss the true motivators behind fighting for a cause, and offer valuable insights for attracting and recruiting the right individuals for your insurance agency business. So sit back, relax, and get ready to unlock the secrets of creating a unified and purpose-driven business.
Be sure to check out our upcoming 2023 Be Unstoppable Bootcamp, October 19-21, 2023 www.beunstoppablebootcamp.com
Highlights:
- Soldiers fight for love, not hate. It’s about unity and love for their team and organization.
- Importance of designing effective interview questions.
- The importance of unifying purpose and mission for success.
- Connecting with people is crucial in the insurance agency business, especially during difficult times. Serving people at a high level is important.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
Trigger Warning: Some content in this podcast episode includes the mention of suicide and mental health issues. Listener/Viewer discretion is advised.
Joined once again by the incredible Joel McKinley, we dive into the importance of living the UPP life and having the freedom to live life on your own terms. Joel shares his recent experience attending an event organized by his friend’s ministry, “For His Glory Outdoors,” which aims to help veterans recover and find peace through outdoor experiences. Inspired by his time at the event, Joel decided to utilize the lessons he learned from the UPP community and support his friend’s nonprofit organization. Join us as we dive into the power of collaboration, personal growth, and making a difference in the lives of others. So, without further ado, let’s get started with today’s episode of the Unstoppable Profit Podcast.
Be sure to check out our upcoming 2023 Be Unstoppable Bootcamp, October 19-21, 2023 www.beunstoppablebootcamp.com
Highlights:
- Joel’s story and how his UPP experiences have helped him envision plans to help the organizer improve their nonprofit.
- Encouraging further discussion and anticipation of future growth.
- The importance of a newer tool in the agency business and encourages agencies to share their knowledge.
- Think differently and not be held back by fear or self-doubt.
- Teams; collaboration is important for success; promote excellent people; attract and hire the best.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
Welcome to another episode of the Unstoppable Profit podcast! In today’s show, I have a game-changing strategy that will help you grow your agency, create wealth, and give you more freedom. Inspired by a conversation with a successful agency owner, we’re going to dive into the power of social proof testimonials and specifically, how to get more Google reviews. Sharing my own journey and how implementing daily habits and leveraging online presence transformed his business. Get ready to learn the key steps to position yourself for success and unlock the incredible benefits of Google reviews. So grab a pen and paper!
Be sure to check out our upcoming 2023 Be Unstoppable Bootcamp, October 19-21, 2023 www.beunstoppablebootcamp.com
Highlights:
- Turning point in my career journey.
- Member transitioned from personal to commercial lines and gained clients through strong online presence. Client fully vetted them online, ready to do business.
- Teammate brings customer service tactics to the agency, it encourages thoughtful questions and genuine service
- Earn the right to ask for a review, text it for a better response.
- Position yourself as the go-to option by showcasing what others say you’ve done for them.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
Today we bring the latest insights and strategies to help you thrive in your business using AI. I am joined by a special guest, Joel McKinley, to discuss the power of artificial intelligence in recruiting and hiring top talent. From creating an ideal candidate avatar to crafting compelling recruitment ads, we unveil the secrets to building a world-class team. While also exploring the role of culture in organizational success and how AI can be leveraged for interviewing and identifying the right fit. So, get ready for an inspiring conversation that will revolutionize the way you approach talent acquisition. Let’s dive in and discover how AI can be your secret weapon in finding your next A-team member.
Be sure to check out our upcoming 2023 Be Unstoppable Bootcamp, October 19-21, 2023 www.beunstoppablebootcamp.com
Highlights:
- Embrace change; it’s crucial for success.
- AI-generated summary for recruiting and hiring a top-performing producer in the insurance agency business, based on the characteristics, skills, and daily work habits needed.
- Using AI to identify the necessary skills and track records for high-performing insurance agency employees.
- Customers will love a company when employees love it first.
- The importance of adopting AI to succeed in the market.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 227: Your Next “A” Team Member via AI appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
What topic is repeatedly brought up in my coaching sessions with high-performing agencies, you ask? It’s the importance of Always Be Recruiting. Your success in business hinges on the strength of your team, and to improve your weakest link, you must consistently recruit new talent. But where do you find these new recruits? I share […]
The post Episode 226: The Latest on Always Be Recruiting!!! appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Discover how the top 1% of the best salespeople separate themselves from the rest by employing the art of disqualification and the power of asking the right questions. Tune in as I reveal the first five crucial questions that will help you determine whether a prospect is the right fit for your business. Learn how […]
The post Episode 225: Selling – The Art of Disqualification appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Are you not convinced about what Be Unstoppable Bootcamp can do for your business? I am welcomed by three more incredible guests: Amir Filsoof, Shane Eastman, and Brooke Sarratt. Join me as we hear inspiring stories as they will be sharing their experiences and insights from attending the Unstoppable Bootcamp. Get ready to be inspired, […]
The post Episode 224: Be Unstoppable Bootcamp – More Agents Speak Out!! appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Welcome back to another exciting episode. Today I am joined by special guests Maura Perkins, Sam Siador, and Terren Moore. Together, we dive deep into the transformative experience of attending the Be Unstoppable Bootcamp and how it has impacted their lives personally and professionally. The boot camp attracts high-achieving agents who are constantly seeking ways […]
The post Episode 223: Be Unstoppable Bootcamp – Agents Speak Out!! appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Are you truly connect with your customers and understand what you have to sell? I am extremely excited to bring on to the podcast Christos Provistalis. Get ready for an enlightening conversation as we dive deep into the power of human connection and understanding what you truly sell in your businesses. Christos brings his expertise […]
The post Episode 222: What DO You Have To Sell with Christos Provistalis appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Welcome back to another episode of The Unstoppable Profit Podcast. Today, we have an exciting guest Sid Upadhyay from WizeHire. Sid shares insights from his experiences that helps main street businesses find top talent and compete with larger corporations. He’ll discuss the challenges entrepreneurs face when it comes to hiring, the impact of culture […]
The post Episode 221: Hiring Wise The First Time with Sid Upadhyay appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Are you sick and tired of your comparative rating system handcuffing your team members and monopolizing their time? Today I am joined by guests Ahmad Jaffery and Cyrus Jaffery to talk about the latest developments in the insurance industry. The guests highlight the challenges they faced with the quoting process and the inefficiency of […]
The post Episode 220: Quotamation Can Do This with Ahmad and Cyrus Jaffery appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
T-ogether E-veryone A-chieves M-ore. This episode is all about the importance of your team. I dive into the crucial role team meetings play in maintaining consistency and synchronicity within an organization. Sharing the task organizer system that became the glue holding our agency business together and guides listeners through its implementation. I break down the […]
The post Episode 219: T-E-A-M appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Mike McDonough and I have more in common than just insurance. Mike shares his journey from working as a sous chef for Hilton and Marriott hotels to becoming a successful insurance agent. Despite having no prior knowledge of insurance, Mike took the opportunity and learned about auto, fire, and life insurance. Mike specializes in workers’ […]
The post Episode 218: Higher Profits in Your Business with Mike McDonough appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
With an overwhelming demand, I welcome guest Tim Gaspar back for another episode. Today we focus on the power of three, because we both know that simplicity and taking that one step at a time is critically, critically important. Time shares the importance of addressing underperforming employees and coaching them to reach their potential. We […]
The post Episode 217: The Biggest Leap with Tim Gaspar Part 2 appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
On this episode I discuss the importance of building an agency business around excellent people, world-class processes, and systems. I introduce our Vault, an online portal providing 24/7 access to resources for agency growth. Want to hear a success story of a client who has implemented our three P’s philosophy? Really emphasizing the significance of […]
The post Episode 216: The Keys to the Vault-PPP appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Is your company missing out on untapped revenue opportunities? Today I am thrilled to be joined by our guest Maura Perkins. Maura is the President of Sagacious Insurance Services and is a seasoned insurance broker with 36 years of brokerage experience. We discuss untapped revenue opportunities for insurance agents and highlight the importance of sharing […]
The post Episode 215 Untapped Revenue for You with Maura Perkins appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Today I have the pleasure of talking with the founder and CEO of Adapt API, Jacob Simon. We talk all things about the world of automation and how it can benefit independent insurance agencies. Jacob shares about his company that offers a service to standardize and centralize documents, eliminating the need for manual sorting and saving. […]
The post Episode 214: Automate This and Get 5-10x ROI appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Patty Lares does not believe in giving up. Faced with challenges in her youth, she had to quit school to find a job and survive but that did not stop her. At the age of 18 she earned her insurance license and never looked back. Patty shares her story and the lessons learned to inspire […]
The post Episode 213: It’s Better to Give Than to Receive with Patty Lares (Encore) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
All things AI today as I speak with Torey Maerz the co-founder of Rocket Referrals turned Client Circle. We explore how AI can be used to better personal communication for companies while still keeping the human touch. Torey shares with us his personal story and how it shaped their company’s values, emphasizing the importance of putting people at the forefront. We also dive deeper into the evolution of Rocket Referrals to Client Circle and their comprehensive communication platform for the entire client experience. Join us as we explore the future of AI and creating a fully automated hands-off process from website form to sold policy.
Highlights:
- Torey shares about his company’s ten-year journey with their brother, wanting to make a big difference.
- Rocket Referrals name change to Client Circle to reflect their evolution from a referral generation platform to a comprehensive communication platform for the customer experience.
- Client Circle built a Journeys product to help visualize and define customer paths, and also integrated their website-building process to work with Journeys product.
- Referral algorithm branded as Circle AI uses AI to find people likely to recommend. OpenAI combined to create something unique. Excited and nervous about it.
- AI will continue to grow and be a tool to bring out greatness. It won’t replace human interaction.
About the Guest:
Torey co-founded ClientCircle with his brother, Carl Maerz. Throughout his career, Torey has spent 20+ years building software and leading technology teams in a variety of businesses across a range of industries—from education to asset management.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 212: Inside The Circle appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
How do you guarantee an 8 to 1 ROI in your first year? It is all about the clients.
Join me as I share my insights on the importance of client nurturing programs and analytics to maintain positive relationships. There is significant importance in delivering on promises, gratitude, community giving, and education about insurance coverage. I also talk about our six-step referral checklist and the strategies needed to operate a formalized referral program that you are not going to want to miss.
Highlights:
- Having a systematic client nurturing program and back-end analytics program is crucial as it can lead to 80,000 opportunities from 800 clients who know 100 people each.
- Customer referrals are a result of how you deliver service. So, deliver as promised every time.
- Utilize a referral checklist that includes calling the people that referred to you as well.
- Reach out to your clients monthly. Build those relationships with a focus on gratitude.
- Every phone call is an opportunity. Every email is an opportunity. Every text message is an opportunity. Every communication is an opportunity.
- Discover each of the steps that UPP utilizes in their six-step referral checklist.
- Is the lack of consistency holding you back?
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 211: 8 to 1 ROI First Year appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Are you ready to take not just the big leap but the biggest one?
I am excited to sit down with author and entrepreneur, Tim Gaspar, founder of the Gaspar Insurance Services, Inc. Listen in as we discuss the importance of passion and authenticity in entrepreneurship. Tim shares the key to his success and the importance of being intentional about the types of clients you attract and work with. We also delve into the importance of learning, infrastructure, and systems in growing a successful business. Tim also talks about his new book, which aims to provide a guide for building successful insurance agencies regardless of location or starting point.
Highlights:
- Anyone has the ability to build a successful agency regardless of location or background
- Invest in learning to improve skills and incorporate new ideas consistently for growth.
- Passion is vital for entrepreneurs as it keeps them going through challenges and setbacks and is necessary to overcome obstacles in business.
- Consistency and the drive to win are also key components to a successful business.
- Take time to listen to customers even if it won’t result in a sale. This shows true professionalism.
- Over-servicing small clients can result in under-servicing big clients who generate the majority of the agency’s revenue.
- Specializing in a particular field increases profitability, efficiency, and creates a competitive advantage. It also leads to better business valuation.
- Building an agency based on relationships is crucial for success and creates a flywheel effect, while relying solely on buying leads or SEO can turn a business into a commodity.
- To succeed as an entrepreneur, you need to find and retain A players who share your vision and work ethic.
- Being an authentic leader and valuing your team members is essential for their continued loyalty and success.
- Growing a business without scaling technology and infrastructure can be detrimental.
About our Guest:
In February 2008, Timothy Gaspar founded Gaspar Insurance Services, Inc. As of late 2021 Gaspar Insurance Services is one of the largest independent insurance firms in both Los Angeles City and the San Fernando Valley (as ranked by the LA and SFV business journals). The firm has multiple offices in California, Arizona and New Jersey. Additionally, in 2018, 2019 and 2020 Gaspar Insurance was ranked by Inc. magazine as of the fastest growing companies in America. In late 2021 Timothy sold Gaspar Insurance to Foundation Risk Partners (FRP) for close to $30,000,000. Timothy still runs the Gaspar Insurance Services offices as CEO under the ownership of FRP.
Committed to his community, Timothy has been involved with non profits in an around the Los Angeles area of many years. Current organizations and positions include;
- Discovery Cube Los Angeles, Board Member
- Metropolitan YMCA of Los Angeles, Board Member
- West Valley YMCA, Board Member
- Boys & Girls Club of the West Valley, Former Board Member
- California State University Northridge Nazarian School of Business. Board Member
- Timothy Gaspar Entrepreneurship Scholarship at California State University Northridge, Founder
https://gasparinsurance.com/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 210: The Biggest Leap with Tim Gaspar appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
What does the Ironman have to do with insurance? More than you may think.
I sit down with Matt Crismore as he shares the challenges he faced while training for a full Ironman, emphasizing the importance of coaching to save time and energy, provide encouragement and validation, and gain expert knowledge from industry professionals. Discover how accountability and coaching can help you achieve your goals, no matter how big or small.
Don’t miss this powerful conversation with Matt and get inspired to find your own Ironman in business and life.
Highlights:
- The message from the top of the stairs: start young and get bigger.
- Coaching is a huge leverage of your time between encouragement, feedback and accountability.
- We rise to the level of friendships and competition that we surround ourselves with.
- When faced with adversity, find somebody that is doing it well and has faced those challenges at a higher level.
- Dream it big. You can achieve that goal. It’s going to take hard work and maybe a couch but just put all your passion into it to succeed.
- It’s better to win together than to win alone.
About our Guest:
Matt Crismore was born and raised in central Illinois and graduated from Missouri State University in 2002. He is a long time resident of Webster Groves, MO, where he lives with his wife and two boys. Matt started his career in the mortgage industry, but soon after found his calling in the insurance side of things. The Crismore Agency was founded in 2009. Since then, it has been his passion to grow the agency with an emphasis on helping buyers through the home purchase process providing homeowners insurance. Personally, Matt enjoys family time, travel, cooking and all things outdoors.
https://crismoreinsurance.com/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 209: What is Your Ironman? appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Are you ready to revolutionize your approach to risk management and take your insurance business to new heights? Tune in as I explore the world of proactive risk management with Jesse Parenti, an expert in the insurance industry. Jesse shares his valuable insights from working in the unique niches of the pizzeria and cannabis industries, and how his focus on company culture, safety, and accountability has led to his success.
Highlights:
- If you come in with an idea of solving a problem, not quoting insurance, that’s really the beginning of separating yourself from what everyone else is doing the industry.
- Establishing your CSA – Culture, Safety and Accountability
- If you actually help people be proactive, they will trust you in a way that no one has.
- The OSHA safety code is the bible of safety, and issues with an employee can often be resolved with effective communication between HR and Safety departments.
- Ensure that you have built accountability into your culture
- Create a leadership that is focused on the pro-active rather than the reactive.
- Why should people do business with your company over and above all of the options available to them? Because you already have you CSA proactively in place.
About our Guest:
As Founder of JP Squared Consulting, a risk management company, Jesse Parenti offers over 17 years of commercial lines risk management, specializing in protecting the transportation and food delivery industry and over 7 years in the Cannabis industry nationally.
His key client base includes last mile delivery, pizza and food delivery, cannabis cultivators, extractors, manufacturers, B2C delivery, B2B transportation and distribution organizations, including full vertically integrated operators and MSO’s. He helps create custom solutions as a trusted risk advisor using safety, consulting, HR and insurance placement.
Jesse has been a proud associate member of multiple business organizations and advocacy groups to build and nurture key relationships and continue to grow his business:
You can contact Jesse at:
Mobile: 805-704-6607
j.parenti@getitw.com
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 208: Planned Pro-Active Disruption with Jesse Parenti appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
In this episode, I dive deep into the powerful Personal Vision Document created by my podcast partner, Joel Mackenzie. This tool is designed to help individuals plan and prepare for growth and success, with a focus on 3 main categories: Relationships, Mind/Mindset and Body. I even share my own experience using the Personal Vision Document and the impact it’s had on my life. Join us to learn how this can help you gain the clarity you need.
Highlights:
- The power of using the Personal VO is preparing yourself for everything you’re going to face on any particular given day.
- Don’t try to change everything all at once. Work on the things that you have the capacity for in the moment.
- Create a vision of yourself for 10 years in the future. What do you want to change and achieve?
- Hold accountability for your goals. Who or what is going to give you the training, what is the investment and what is the outcome.
Want to get your hands on the Personal Vision Document? Email Joel at joel@upplife.com with the subject line “Personal Achievement” & he’ll send it to you. Just be sure to share your feedback & experience as well.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 207: Making YOU Your Best Version appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
“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, which are essential and timeless guiding principles that define your culture and attract people to your organization. By understanding and embracing why we do what we do, we can better serve our clients, inspire our teams, and ultimately, make a positive impact on people’s lives.
Highlights:
- Look at what everybody else is doing and do the opposite.
- People don’t buy what you do. They buy, why you do it.
- Your Core Values are a small set of essential and timeless guiding principles and define your work culture.
- Discover some quick steps to create or refine your core values
- Communicate the core values to the rest of the organization. This will involve planning, practicing, and a clarity of message.
- I share a strategy I recently implemented on how to have people on the team reflect on UPPs core values.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 206: WHY You Do It appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Have you been wondering what other high performing Unstoppable Agents have been doing to create their success. This week, Joel McKinley and I take you behind the scenes and into the trenches to discuss some of the strategies that are being implemented today. From Vision Organizing to training to social proof, you are not going to want to miss some of these approaches that can help you gain the success you want and the freedom you deserve.
Highlights:
- Creating a Vision Organizer and using it to reverse engineer your goals for the next three years.
- Hard markets are a reality, but you can use it as an opportunity to write more business.
- Set aside time for your staff to train and breathe to offer better service.
- Utilize your social proof as action to why people refer others to you.
- Creating daily habits to keep your skill sets sharp.
- ‘The goal is not to do business with everybody who needs what you have. The goal is to do business with people who believe what you believe.” – Simon Sinek
- Find an accountability partner to ensure that you are performing at the level that you are preparing for.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 205: A Glimpse Inside appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
“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 Angel. Listen as we delve into the next generation of insuretech that incorporates AI in order to allow you to quickly and intuitively generate prospect lists, onboard new producers and even run cross-selling reports in seconds. Looking to up-level your technology? Then you are not going to want to miss this episode.
Highlights:
- LeO is prospecting tool with over 40 million prospects combined with insurance data intelligence.
- LeO builds you a list of prospects that are relevant for you, according to your book of business or according to your latest searches.
- Integrated with Natural Language Processing, LeO can be used as a mobile approach to quickly search areas and connect with prospects on the go.
- Although the ROI can vary per size of agency, there has been an average of $30,000 per year per producer.
- New features in development are knowing your referral relationships in the market at a prospecting level, and taking pictures of building to find out what companies are in there while generating your prospect list.
- Producers don’t like entering data into a system. As you use LeO it produces that data for you so that you don’t have to type anything and you don’t have to go looking for it.
About our Guests:
Liri Halperin Segal is a successful entrepreneur and insurtech leader, currently serving as the CEO and Co-Founder of LeO. Her company LeO offers an AI-powered platform that automates sales for the insurance industry.
Liri has extensive experience in the insurtech space and is a frequent writer for leading publications and a speaker at industry events. She was recognized as a top insurtech leader by ACORD. Liri is also the co-founder of P51 forum, which aims to promote and increase diversity in workplace environments. She was invited to speak about her work at the United Nations and in the library of Congress in Washington D.C.
Scott Angel is a highly experienced sales professional with a successful track record in building and restructuring sales teams and improving business processes over the course of a 25-year career.
He has also gained extensive knowledge of the insurance industry through his work, including a seven-year stint at Vertafore, and comes from a family with a background in brokerage services.
Scott is passionate about helping others achieve organic growth within their agencies, which makes him a valuable resource for others looking to expand their businesses or improve their sales strategies.
Interested in LeO? Request a demo at https://www.meetleo.com
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 204: Endless Opportunities with LeO appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 David to discuss the importance of nourishing your mindset, coaching as an invaluable resource, and the barriers that stop people from achieving your dreams. If you are stuck getting yourself to the next level in both your business and in life, then you are not going to want to miss this episode.
Highlights:
- Re-identify your priorities as your family is your number one referral source and your number one client in life.
- David wants to leave his legacy knowing that he led a life spent awakening people and connecting people to the resources, the idea, the tools, the strategies, and the people doing extraordinary things.
- Discover the four major barriers that may be stopping you from achieving your dreams and goals.
- O P P O R T U N I T Y I S N O W H E R E – How you read this may say a lot about your personal framework.
- Coaching gives you different directions to go around a barrier that you may have not seen before.
- Discover David’s overview for the acronym of LEADER; the six commitments to live an extraordinary life.
- “On the other side of those failures is that success if you’re willing to cross that bridge”
About our Guest:
David Bush, Author, Speaker and Extraordinary Results Coach
Through his coaching and motivational speaking, David inspires entrepreneurial leaders to design and live extraordinary lives. His passion for developing exceptional leaders and high performance teams translates into a high energy and powerful message that empowers individuals to live their dreams and change their world.
David’s captivating message and coaching system on how ordinary people can live extraordinary lives has become a life operating system for many influential leaders.
With a unique blend of humor, insightful storytelling and take-home success strategies, David guides leaders on an inspiring ride and he challenges them to get out of their COMFORT CAVES and become extraordinary CLIFF CLIMBERS in everything they do.
Top industry leaders from across the nation have called on David to coach them and their teams to extraordinary levels of success and significance.
https://theextraordinarylife.com/
Find him on:
Facebook | LinkedIn | Instagram | Twitter | YouTube
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 203: Extraordinary Opportunity with David Bush appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 conversation, Kevin and I discuss continued business growth and retention strategies through personal connection, technology, and recognition. Learn the importance of newsletters, niche market strategies and effective endorsement letters for sales. This episode is packed with information that you are not going to want to miss.
Highlights:
- Retention is a form of connection and the best way to do that is to connect with your client in a personal way.
- Using technology to keep notes on your customers so that you can connect with them on a personal level will help you set yourself apart.
- Put about 50 to 70% personal information in the newsletter and about 20 to 30% about your industry.
- Get your clients’ names in your newsletter as a form of recognition. Create your own form of People magazine.ds
- Utilize “Funnel Vision”, pull ideas from other industries to attract and retain clients.
- Pick a niche that not only highlights who you are going after but your unique qualification as well.
- Client testimonials, success stories or even tragedies (with consent of course) can help you share the importance of insurance and generate sales
About our Guest:
Kevin Donlin has been involved in marketing since 1994, when he sold one of the first ebooks online, payable by check and you had to mail it to a post office box. That was e-commerce in the beginning!
From 1995 to 1998, he was Webmaster for FedEx.com, where he worked with the pioneers of online marketing.
Since 1998, he’s been a copywriter and marketing advisor for clients in North America, delivering sales gains of more than $1 million on multiple occasions with direct mail and online marketing.
He’s been interviewed by ABC-TV in Detroit, Fox and NBC News in Minneapolis, CBS Radio in Los Angeles and New York, The Wall Street Journal, New York Times, Fortune magazine, Entrepreneur magazine, and too many others to list here.
He’s the author or co-author of 5 books on marketing, and he’s joining us today to share some of his latest tips and tactics to grow your insurance agency.
https://clientcloningsystems.com/
Free Client Cloning Kit: https://clientcloningsystems.com/free-kit/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 202: Cloning Your Clients (Part 2) with Kevin Donlin appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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. Listen in as Erin shares some of the strategies she used to achieve her goal do writing a million dollars in new business premiums and create processes for her team and clients to access information effectively and efficiently.
Highlights:
- Developing a Silver, Gold, and VIP client segmentation to determine where to focus.
- Sending gifts to clients based on their designations in order to encourage referrals.
- Utilizing a handwritten note to individuals with insurance licenses to draw them into her award-winning agency.
- Pulling inspiration from Bill Butler, Erin created her own intranet that has become a great source for her team and freed up her time to focus on other things.
- The benefit of being a member of the platinum coaching and the wealth of information garnered from mastermind members.
About Erin:
“Hi! I’m Erin Neill, the principal agent and owner of Hanby Insurance. I began my career in 1999 at a Nationwide Insurance agency in Garland, Texas. Born and raised in the Dallas area. I am a proud Texan! I have traced my Texas roots back to 1853 when my family first came to the Rockwall area. When I am not in the office I enjoy spending time with my husband, Jeremy Neill, and our two daughters, Charlee and Georgia. We enjoy traveling as a family, Walt Disney World is one of our favorite destinations. I am also passionate about serving the local community. I currently serve on the board of directors for Meals on Wheels Senior Services of Rockwall County and I am a member of Soroptimist International of Rockwall, a women’s organization that is dedicated to improving the life of women and girls throughout the world.”
https://hanbyinsurance.com/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 201: Implementer of the Year Shares Her Secrets with Erin Neill appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 people’s lives personally and professionally and we thought it was a great opportunity for our 200th episode to highlight some of those awesome successes of our incredible members.
Highlights:
- Learning how to hire employees and build a team to lead the life you want.
- Because of the coaching groups, people found the support and solutions they needed. They never felt like they were stranded on an island.
- Plateauing and losing that “fire in your belly” can be reinvigorated with peer support.
- Take action. Find that niche and do something with it.
- Multiple agents are working on acquisitions and some of these are even amongst the members as they know their clients will be taken care the exact same way they were taking care of them.
- A look at the special guests we have had at the Bootcamp Events
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 200: Living the #UPPLife appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 shares his latest tips and tactics to help grow insurance agency businesses with an emphasis on testing and direct response marketing. This episode is filled with golden nuggets that you will not want to miss.
Highlights:
- If your marketing is done right, it makes selling easy. Take 90 minutes of your day to focus on marketing.
- Send a thank you note. It makes you and what you’re selling tangible.
- Review your day. What did you learn what went well? What didn’t? What can you do better tomorrow?
- Direct Response Marketing – you want to get people to react, call, schedule an appointment, or request a quote.
- Use the words of the buyers, the words of the clients, the words of the market.
- Utilize an endorsement letter as peer-to-peer marketing strategy.
- Make your breakthrough by pulling ideas from other industries. Very few are.
About our Guest:
Kevin Donlin has been involved in marketing since 1994, when he sold one of the first ebooks online, payable by check and you had to mail it to a post office box. That was e-commerce in the beginning!
From 1995 to 1998, he was Webmaster for FedEx.com, where he worked with the pioneers of online marketing.
Since 1998, he’s been a copywriter and marketing advisor for clients in North America, delivering sales gains of more than $1 million on multiple occasions with direct mail and online marketing.
He’s been interviewed by ABC-TV in Detroit, Fox and NBC News in Minneapolis, CBS Radio in Los Angeles and New York, The Wall Street Journal, New York Times, Fortune magazine, Entrepreneur magazine, and too many others to list here.
He’s the author or co-author of 5 books on marketing, and he’s joining us today to share some of his latest tips and tactics to grow your insurance agency.
https://clientcloningsystems.com/
Free Client Cloning Kit: https://clientcloningsystems.com/free-kit/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 199: Cloning Your Clients with Kevin Donlin appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 was due to a shift in mindset and a goal-oriented approach. Are you taking the right actions to grow your business? From niche marketing to social proof to beneficial networking, listen in as Terren discloses his actions that took him to the next level.
Highlights:
- Positive action can change every negative situation.
- When you take action two things can occur, success or a lesson learned.
- There is inherent value in networking with successful individuals in the same industry.
- Focus on niche to establish yourself apart from the others.
- Developing your social proof builds trust with current and potential customers.
- Having a streamlined process for handling leads creates a better customer experience
About our Guest:
Terren Moore started farming at the age of 15 after seeking new interest in his FFA chapter. His story as a first generation farmer has been recognized across the nation on television and several magazines. He began his insurance career with Texas Farm Bureau in 2018 before he opened his own agency in 2021. His farm operation and office are located in Greenville, TX where he grows sweet corn, peas, okra, and turnip greens. On the weekends he enjoys working on his farm and leading worship at his local church in Greenville. He is a member of the National Corn Growers Association and is passionate about his business and the ag industry.
https://www.mfi-services.com/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 198: ACTION with Terren Moore appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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. What is holding up the progress of your agency’s processes? The answer may just lie in the key basics to exemplary company excellence.
Highlights:
- You must earn the right to continue to serve your customers. You cannot assume that they’re just going to renew. You must give them a reason.
- Create a culture of ownership and accountability. It does not matter what your role is, you take care of your clients.
- Be an ambassador of your company inside and outside.
- Complete a living autopsy of your business. What’s holding us up? How can we get more efficient? What do we need to invest in to make this go better for our clients?
- Protect the assets of your agency and your greatest asset is your book of business.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 197: Excellence Wins (Part 3) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 into this episode.
Continuing our conversation Joel and I dig deeper into 10 of the Ritz-Carlton’s 20 Basics or daily habits that they use to ensure company excellence.
Highlights:
- The credo is the principal belief of your company. It must be known, owned, and energized by all.
- The six core values of UPP; Growth, Impact, Passion, Commitment, Gratitude, Integrity
- “By applying the principles of trust, honesty, respect, integrity and commitment., we nurture and maximize talent to the benefit of each individual and that company.”
- If you want the strong foundation train and retrain constantly, with a certification that is evaluated with a measurable standard.
- Everyone’s responsibility is to support each other.
- Encourage the team to identify breakdowns in efficiencies and variations
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 196: Excellence Wins (Part 2) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 the ever-important role of take care of your team. Find out how an encounter at Ritz Carlton for Mike showed him how they set their expectation and embody them every day. Discover the top three basics of 20 steps for customer excellence.
Highlights:
- The two things people want more than money are praise and recognition.
- Everybody on your team needs to know and practice your service values
- You can only be satisfied with excellence. You can only be satisfied with hiring the best, not the best available.
- Be very clear on your ideal client and your ideal team member.
- No one cares how much you know until they know you care.
- Ask yourself, “What can I do to help my team members achieve their goals?”
- A Fond Farewell can make all the difference.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 195: Excellence Wins (Part 1) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 how we are uniquely positioned and responsible for solving some of the inefficiencies that affect us uniquely in the insurance field. This led him to develop NEON, that helps identify those inefficiencies in a unique way. Listen to find out more how this can benefit you and your organization.
Highlights:
- There’s a very finite number of tasks or inefficiencies that you need to focus on and NEON quantifies them and codifies them, allowing you to understand them and use them to lower your cost per transaction.
- Your producers really only do five things and your service people only do about 25 things. And there’s only about five tasks going on an agency that that come from those things that are killing us.
- There’s not only a cost per transaction inside of your agency, but there’s actually a cost per transaction inside of our industry.
- If we can figure out how to reduce time and the number of manual tasks associated with the manual task, we can put the margin inside of an agency that has always been there, we’ve just never been able to draw it out of the ground.
- By sharing data through NEON it creates the perfect circle of partnership that independence channel talks about but haven’t yet achieved.
About Our Guest:
Seth Zaremba is the founder and principal of Zinc Insurance in Broadview Heights, Ohio, and was named 2010 Young Insurance Professional of the Year by the National Association of Professional Insurance Agents (PIA National). He also started B Atomic which is a collective of agents and carriers sinking the way things have been done, utilizing NEON, an innovative data platform.
https://www.batomic.com/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 194: Show Me the DATA! – Seth Zaremba appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 of creating daily habits to help you achieve your personal and professional goals.
Highlights:
- “When you do what’s easy, your life will be hard. When you do what’s hard, your life will be easy.”
- When you set your mind to change but you do too much too fast you falter and go back to what you are comfortable with and fall back into old habits.
- Discipline is comprised of consistency and focus.
- We must be our own biggest accountability partner and become a “disciple of discipline” in your daily habits.
- When you can identify your top three personal gifts or talents, and when you can operate within them, you will find your own personal style of delivery of those items, and that’s where it gets really good.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 193: The Number One Reason Why People Fail appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 for the day and move forward with them. You will be surprised by the results it can bring. Listen as we talk about how this tool has changed everything for Anita and what you can do to implement it into your life.
Highlights:
- Having this plan your plan sheet is going to make you more disciplined, stop providing excuses and be able to know what your day is going to look like the night before.
- Utilize technology that works for you to plan your day
- List your priorities that need to be accomplished today and do these before getting trapped in your inbox and other people’s agendas.
- This is just not a professional tool but works well with your own personal goals so use it 7 days a week.
- Learn about the Times Choices Checklist to help you be disciplined in your priorities and your time.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 192: Become a Disciple of Discipline appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 to start with and keep in mind when you are setting goals. Answering and then implementing the strategies that come from examining them, will help you get to that massive year-end celebration for 2023.
Highlights:
- You cannot hit unidentified goals. You need to set goals and review them regularly.
- Discover your three areas of genius that will allow you to make an impact on others.
- Build in the simplicity to get the creative out of you. Don’t make it overly complex.
- If you’re a visionary, you want to create the vision for the organization, set it in motion, and then let it run itself.
- Break your success goals into personal and business.
- When looking at the success of your business, look at all aspects from the people involved, to your marketing, to your finances.
- Apply this same time of introspection to the success of your personal lives as well.
- Remember to take your MEDS = Mindset, Exercise, Diet, and Sleep
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 191: Your Massive Year-End Celebration (encore) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 numbers together consistency and making them part of your daily habits. If you don’t know these 8 KPIs of your business, you cannot truly measure its success.
Highlights:
- Have a historical trail of what your revenue and your premiums has been for the last three to five years. These are two very different numbers.
- Know your number of in-force clients; live clients that have at least one in-force policy with your agency.
- There are two ways to measure your retention; retention percentage by client or retention percentage by policy.
- Your best source of new business is referrals.
- Be aware of the percentage of commercial insurance versus personal insurance versus health insurance (individual or group) versus life insurance.
- You should have a reconciled profit and loss statement and balance sheet available at your fingertips within the end of the month for the last 60 days.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 190: Your Numbers Tell the Truth appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 with Samuel Howe and Vytas Skapcevicius how this important life changing policy is coming more prevalent now than it has ever before and how it can both benefit your clients as well as your agency.
Highlights:
- The Living Benefits policy is about helping people who are suffering from medical or physical situations that life insurance cannot.
- This policy is spreading like wildfire through the efforts of the Alliance Group and PNC Insurers like Goodwill Financial, Inc.
- Too many people do not want to think about life insurance. They buy and think that is enough.
- PnC Insurers are in the prime position to make their clients aware of this policy. They have that established trust already.
About our Guests:
Vytas Skapcevicius
Founder President & CEO of Goodwill Financial, Inc. – Independent Insurance Agency located in Elmhurst, IL since 2005. Vytas earned his bachelor’s degree of Business Administration from Vilnius University Lithuania.
Personal goal – Protect as many people as possible with Living Benefits. Help P&C agents implement Living Benefits life insurance vertical in their agencies.
Mission – Protect Today, Prepare for Tomorrow
Skills: P&C agency management. Life Case Design from small term policy to complex premium finance life cases. Speaks 4 languages.
Loves Kamado grill cooking, world traveler.
Father to two beautiful daughters Emma & Luna.
https://www.goodwillfinancial.com/
Samuel Howe
Samuel Howe serves as the Chief Marketing Officer for Alliance Group, headquartered in the Atlanta, Georgia metro area. Samuel spends his time traveling around the country speaking to educating as many people as he can about the power of Living Benefits and tax-free retirement strategies. He has written a book on those subjects, Next-Gen Protection, which has sold close to 10,000 copies to date.
Samuel resides in Atlanta with his wife, Dawn, his two young sons and a Labrador named Luna.
https://www.alliancegrouplife.com/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 189: The Modern Life Insurance Policy with Vytas Skapcevicius and Samuel Howe appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 of an agency. Whether you are just starting out or thinking of moving on to a new adventure, Carey will help provide insight so that you understand the true value of your agency and create plans for that future exit.
Highlights:
- Not all agencies are created equal. The information you get from other owners may not work for your agency and situation.
- What are three keyways that an agency owner can best prepare for the transition of their agency?
- Your agency should be able to run without you behind the helm.
- Rising interest rates will change what the power is for different buyers
- The more predictable your agency is, the more valuable it is.
- The biggest influencer of your agency is its performance.
About our Guest:
Over the past 15 years, Carey Wallace has worked with hundreds of independent insurance agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their future. Carey’s strong background in Finance, passion for small business, and experience in building and leading the first data analytics company solely focused on independent insurance agencies give her a unique perspective to help agency owners thrive.
Carey is a Certified Exit Planning Advisor, CEPA, and provides a variety of business consulting services through the company she founded, Agency Focus, LLC.
https://agency-focus.com/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 188: Your Largest Asset and You with Carey Wallace appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 demystify some of the myths that keep you from making the most out of your brand. She is an expert at equipping leaders with the confidence to communicate their value through their brand messaging.
Highlights:
- The brand is literally built from the culture of a company to an extension of the customer and client experience and that requires the authenticity of the leader.
- Your brand is infused with three things, strategy, psychology, and creativity
- Don’t just create a visual guide to your brand but also a verbal one.
- Branding is a component of referrals, conversions, and retention. A strong brand will have increased ROI.
- Your brand is comprised of three aspects: Brand messaging, Visual brand, and your customer experience.
- The best brands that win cater to the unmet needs of their target audience. You will create a tribe of people who will become your raving fans when you’re strategically positioned to serve unmet needs.
- When building your brand, get a few of your team around from different departments and different generations so that you are getting different perspectives.
About our Guest:
Selah Hirsch is a brand builder! As a Brand Strategist through her companyExpress My Brand, Selah specializes in high-impact brand development. Every dayshe works with brands to strengthen the way they talk about what they do, howthey do it, and why it matters.
She brings magnetic energy and vision to help business owners and teams breakthrough the generic and discover their better, bolder brand. Her high-energypresentation style includes powerful stories and hands-on moments, leaving amemorable impression and handles for practical application.
When Selah isn’t building brands, you can find her cheering on her husbandMichael in Ironman triathlon races, volunteering at Loveworks Leadership, and chasing her three high-energy kids around.
https://expressmybrand.com/
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.com/
Email info@unstoppableprofitproducer.com
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com
The post Episode 187: Brand Building Myth Busters with Selah Hirsch appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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. It is the unique qualities of you, the UPP Nation, that make our work and our lives special and […]
The post Episode 186: What Are You Thankful For? appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 business. Today’s guest, Jon Persky, is here to discuss the value of your business […]
The post Episode 185: Your Agency is Worth What? with Jon Persky appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 these fundamentals to the forefront of your agency. Highlights: Core values are the heartbeat of […]
The post Episode 184: The 3 Cs of Your Agency Success appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 this episode, I am talking to long time Insurance Entrepreneur and Mentor, Billy R. Williams, PhD. Billy joins me to discuss […]
The post Episode 183: Speaking the Same Language with Billy R. Williams, PhD appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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. And if that is not enough, we are going to share a secret that we have never […]
The post Episode 182: The Vault Revealed appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
“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. Identifying 30 fundamentals that they wanted to see within their organization, the O’Neill Group took action and created […]
The post Episode 181: Agency Culture by Design with Patrick O’Neill appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 one billion dollars. Join Terry and me as we discuss how innovation, diversity and the power of creative […]
The post Episode 180: Innovation Leads to Business Breakthroughs with Terry Rich appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 opportunities, how much wealth have you let slip through your fingers? Join me and […]
The post Episode 179: Agency Wealth Secrets Revealed appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 the first 12 months, and ran with it in her own unique twist. Discover how a […]
The post Episode 178: Massive Agency Growth with The What If Girl, Kelley Herrin appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 him and what he does as we get into a […]
The post Episode 177: The ONE THING You Must know to Win appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 all the difference for his insurance agency. Remember, the value of the advisory increases with […]
The post Episode 176: The Unfair Advantage with James Jenkins appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 need for any business to have a vision in order to be compelling […]
The post Episode 175: Where There Is NO Vision, People Perish with Anthea Mumby appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
“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 team know it, and even more are they onboard with it? In this episode, I am […]
The post Episode 174: Rowing in the Same Direction appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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, this is your voice, how you are communicating with current clients, prospects, and your […]
The post Episode 173: Your Unique Voice appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 crucial, high-stakes moments that can shape the careers, lives, and futures of those you lead. Highlights: Don’t […]
The post Episode 172: Leadership and Tough Conversations appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 scale your business while focusing on your ideal client using something we like to call Client Segmentation. Highlights: […]
The post Episode 171: How to Have ONLY Great Clients appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 to learning how to take your business to the next level. Join me […]
The post Episode 170: 1 Billion Dollar Revenue (Encore) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
“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, I came across the idea of using a “Planning My Plan” sheet to help me […]
The post Episode 169: Planning YOUR Plan appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 Arter, the National Sales Director for Team Hired, joins me to discuss the challenges of finding great candidates […]
The post Episode 168: Winning The War For Talent with Andy Arter first appeared on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The post Episode 168: Winning The War For Talent with Andy Arter appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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, you will learn from the man who was a huge inspiration in the development and marketing of our referral […]
The post Episode 167: Why People Buy from YOU with Bob Burg (Encore) first appeared on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The post Episode 167: Why People Buy from YOU with Bob Burg (Encore) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 letting them move on back to the marketplace. Now he worked with organizations of over 25 people […]
The post Episode 166: Your Weakest Link first appeared on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The post Episode 166: Your Weakest Link appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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, but they are also going to give you more freedom. Whether or not accounting is your strong suit, this […]
The post Episode 165: People Do Business with People with Andrew Wynn first appeared on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The post Episode 165: People Do Business with People with Andrew Wynn appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 business to get a Culture of Ownership with accountability and empowerment. You will also discover the eight […]
The post Episode 164: A Culture of Ownership first appeared on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The post Episode 164: A Culture of Ownership appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 specifically at marketing, technology, and payroll numbers. Through reviewing how we were profitable you will be […]
The post Episode 163: True Profitability first appeared on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The post Episode 163: True Profitability appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 do, based on what you know now if you had 45 days to work 100% of […]
The post Episode 162: 45 Days That Will Change an Agent’s Life first appeared on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The post Episode 162: 45 Days That Will Change an Agent’s Life appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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. I am going to focus mainly on personal accountability; however, you can take these strategies that I am going to give you and build them […]
The post Episode 161: Accountability Breeds Responsibility appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 share the strategies to help set the mindset to create that positive […]
The post Episode 160: The ONE THING You Must Bet On appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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. And today I am going to talk to you about how to go about doing that so […]
The post Episode 159: Acre of Diamonds appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 do you do that? By ensuring your service personnel receives the training that they need to be successful and […]
The post Episode 158: Training Your NEW Service Team Member appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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, an app for neighborhoods where you can instantly connect with people, businesses, and happenings near your home. Kim walks us through […]
The post Episode 157: Nextdoor Ninja with Kim Angeli appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 build bigger, better, and bolder brands and she has lots to share to help you think […]
The post Episode 156: BOLDER is Better with Selah Hirsch appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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, you will learn from the man who was a huge inspiration in the development and marketing of our referral programs […]
The post Episode 155: Why People Buy from YOU with Bob Burg appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 they wanted to drive their growth, they needed to ensure that the right incentives […]
The post Episode 154: Driving Growth with Funcentives – Julie and Hauke Hansen appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 story, I was touched deeply by this agency entrepreneur’s extraordinary, relentless drive, passion, and determination after her world […]
The post Episode 153: Amazing Agency Legacy Continues with Monica Elsom appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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. PiiB will help you leverage your positioning with the carriers in a way that I don’t think anybody else can. Key […]
The post Episode 152: Softballs of Money with Tracy Henry and Rachel McClurg appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 capacity we have been accessing and so I want to take you through […]
The post Episode 151: C + F + D = appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 discuss completing the Goggins Challenge. We not only share our experiences of this adventure, but […]
The post Episode 150: You Have a Duty and a Responsibility to Find More appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 you can reach them. Highlights: The Art of Disqualification and what […]
The post Episode 149: Attracting Your Dream Clients appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 you define what you need to do and get the right person for the right job. Highlights: Discover […]
The post Episode 148: The Truth about First P Candidates (Encore) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 are going to impart some of the lessons learned and some strategies that will either reinforce what you […]
The post Episode 147: The 120 Second Rule with Bradley Flowers and Scott Howell appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 insurance coverage and is here to offer you his knowledge as well as let you […]
The post Episode 146: Helping YOU Write Lots of High Net-Worth Business with Bob Klee appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 need to be implementing in order to attract the clients that you are ready to […]
The post Episode 145: Digital Mastery from the Agency Trenches with Matt “Matty” Lutes appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 C. Stocks. Aaron is the founder and President of Professional Financial Solutions […]
The post Episode 144: YOUR Numbers Don’t Lie with Aaron C. Stocks appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 you have, then you will want to stay tuned. I am excited to introduce […]
The post Episode 143: New Team Member Reveals All with Anita Hernandez appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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. One of the key strategies is the team meeting. Now you may have them […]
The post Episode 142: T-E-A-M appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 to start with and keep in mind when you are setting goals. Answering and […]
The post Episode 141: Your Massive Year-End Celebration appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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, the founder of Mythos Technology Inc. Join us as we have a how we started working together […]
The post Episode 140: No Tech-Ups Allowed with James Laszko appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Numbers don’t lie! In any business, you need to know your numbers. What are your attraction and retention rates? Are you meeting the expectations of your goals? Today I am going to share my journey to use our numbers to create our scoreboards as well as how it relates to the core values of our […]
The post Episode 139: Check Your Scoreboard (Encore) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Brand Strategist, Selah Hirsch knows all about the importance of establishing your brand. Are you able to talk about what you do, how you do it, and why it matters? If not, then today’s episode is for you. If you think you have it all established, then you might just learn something new. Highlights: Everything […]
The post Episode 138: Your Unstoppable Brand with Selah Hirsch appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
What is in store for your future? The best way to determine your future is to start with your goals. In this episode, I talk about the actions you can take to help you get everything you want in the future, faster. Highlights: Thinking about your goals is not enough. Making them concrete, written down, […]
The post Episode 137: How to Get Everything You Want appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
After multiple requests, we have returning guest, Joel McKinley, on the show. Joel is here to talk about strategic thinking, his Army Ranger background, and how it relates to the business operations of the world, more specifically, the independent insurance agency business operations. Highlights: It is not enough to plan the goal, but you must […]
The post Episode 136: The Agency Battlefield with Joel McKinley appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Today’s guest, Lee Duncan has first-hand experience when it comes to being hit with financial devastation. Listen as we discuss how this inspired Lee’s passion for Living Benefits and how we can ensure our clients are not hit with the same ruin. If you sell homeowner and car insurance, this insurance is a great addition […]
The post Episode 135: You Are Leaving MONEY On the Table appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Founder and CEO of Canopy Connect, Tolga Tezel joins me to discuss how his company has allowed insurance agencies to gather accurate, comprehensive data from their prospects and clients while allowing those potential clients to find, share and protect their data as well. This was an enlightening conversation and one that you are not going […]
The post Episode 134: Are You 3.0 or Better with Tolga Tezel appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Joshua Nadler joins me in this week’s episode to discuss Digital Marketing. Joshua’s business, Awesurance, is focused on helping independent insurance agencies with digital marketing and design. Listen as we discuss his passion and drive for this line of work and discuss the strategies to use that could benefit you in your marketing outreach. […]
The post Episode 133: Your Key to Digital Marketing Success with Joshua Nadler appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
I was asked at the recent Be Unstoppable Bootcamp “If you were starting your agency all over again, what would the agency look like, based on your years of experience at the helm of an agency?”. This was just such an important question and as I thought about my answer, there was so much more […]
The post Episode 132: If I Had To Do It Over appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
In its fourth year at the BeUnstoppable Bootcamp, the Implementer Of The Year contest has become a “can’t miss” learning experience. There are three IOTY finalists. In this episode, I interview IOTY finalist Jose Soriano. You can catch the other two finalist’s interviews on episodes 129 and 130. Highlights: The challenges he faced when […]
The post Episode 131: Implementer of the Year – Finalist Interview #3 appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
In its fourth year at the BeUnstoppable Bootcamp, the Implementer Of The Year contest has become a “can’t miss” learning experience. There are three IOTY finalists. In this episode, I interview IOTY finalist Torie Rinehart Nix. You can catch the first finalist’s interview in episode 129 and stay tuned for next week’s finalist. Highlights: A […]
The post Episode 130: Implementer of the Year – Finalist Interview #2 appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
In its fourth year at the BeUnstoppable Bootcamp, the Implementer Of The Year contest has become a “can’t miss” learning experience. There are three IOTY finalists. In this episode, I interview IOTY finalist Bill Butler. Make sure to join me for the next two episodes as I will be interviewing the other finalists. Highlights: […]
The post Episode 129: Implementer of the Year – Finalist Interview #1 appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
If we are not willing to put in the work to learn, to develop ourselves in order to further develop our business, then we cannot reach our full potential, whether it’s our personal development, our relationships, or our businesses. In this episode, I am going to share many of the books that I have […]
The post Episode 128: Stop Learning, Stop Earning appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The main goal of any business plan is to obtain new clients and keep them on as clients. But in order to achieve that you must reach 100% of the marketplace utilizing 100% of the ways. This week I am going to share how to take your recruitment and retention results to an even higher […]
The post Episode 127: 100 to 1 Million appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 to learning how to take your business to the next level. Join me […]
The post Episode 126: 1 Billion Dollar Revenue appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Victoria Cabot, President and Founder of Velocity6 Leadership, believes in the power of bringing teams together in order to build great organizations. Mike and Victoria delve into her career as an Entrepreneurial Operating System Implementer and how EOS can help achieve congruency between vision, traction, and healthy in teams and the organization overall. Highlights: EOS […]
The post Episode 125: Get a Grip on Your Business with Victoria Cabot appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Are you aware that one of the top sources for your business could be those “lost souls”, clients that have left to seek greener pastures? But we all know that the green grass may not be as green as they thought it was. In this episode, I share with you some of the strategies that […]
The post Episode 124: Winning Back Your Lost Souls appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
There are people that are natural-born salespeople but not everybody. For many, there is a fear of rejection resulting in being unproductive. Charlie Anderson felt just that when he started out. But he soon came to realize that sales are more mindset than skill. Join us as we discuss the strategies you can implement to […]
The post Episode 123: The World’s Highest Paid Profession with Charlie Anderson appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Have you ever been part of a great team? A team where you loved to come to work every morning, a team that charged you up with energy, and a team that encouraged you to accomplish goals you thought were impossible. On this team, you felt a great sense of belonging and believed that others […]
The post Episode 122: Sales Growth (Encore) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The art of predisposition. You should always include a predisposition to the lead to automatically close them so that when you arrive, it’s then super simple to close the deal. Today I am going to share with you a simple step process that you can use in order to bring you closer to making the […]
The post Episode 121: Positioning YOU to Close More appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Susan Shaw is an insurance agent that is trying to make a difference, not just for our clients but for the world overall. Join Susan and I as we discuss the impact she is making through her agency, her volunteer work, and her fundraising endeavors that are making a difference in thousands of lives. Susan […]
The post Episode 120:This IA’s Making a Global Impact appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Asset protection is a key component of what we all do. But you would be surprised how many of our clients aren’t aware of what they need or more importantly, how much they need in order to be protected. Today we are going to highlight some of the strategies you can use to cover your […]
The post Episode 119: Protecting People’s ASSets appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
If someone asked YOUR client about YOUR agency in a grocery store, how would that conversation go? Would there be much of a conversation? Is there any type of ongoing dialogue with YOUR client except when you want/need more money from them? What is your very best method of consistent communication with your clients, friend, […]
The post Episode 118: Monthly Newsletter (Encore) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Today we are going to delve into the mindset. Your mindset influences how you think, feel, and behave in any given situation. I want to talk to you about how your mindset can be your greatest skill set and how the things I have done sharpen and enhance mine. Highlights: The importance of feeding your […]
The post Episode 117: Your Mindset is Your Skillset appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
We hope that you enjoy this encore episode of the Unstoppable Profit Podcast. This episode originally aired Sept 26, 2020. Numbers don’t lie! In any business, you need to know your numbers. What are your attraction and retention rates? Are you meeting the expectations of your goals? Today I am going to share my journey […]
The post Episode 116: Check Your Scoreboard (Encore) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 look like including training and evaluation. This is all-important because you will need to determine whether there […]
The post Episode 115: Coach ‘Em Up Or Coach ‘Em Out appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 skills they need, red flags to watch out for, and much more. Highlights: Discover the progression of […]
The post Episode 114: The Truth about First P Candidates appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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? One of the key factors is building your social proof arsenal, the marketing strategies that […]
The post Episode 113: Social Proof REVEALED (Encore Presentation) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 that will both help you as well as finding and keeping the team […]
The post Episode 112: Today’s Cluster F and the First P appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Mike and his beautiful bride are traveling this week in St. Louis, Missouri, the hometown of the infamous John O’Leary! In celebration of John’s new book, we’re excited to bring you an encore episode that will change your life. Please get ready to implement, execute and take massive action! Highlights: Focusing on your next step […]
The post Episode 111: Living “In Awe” with John O’Leary (Encore) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
You may remember Russ Castle from back in Episode 11. Russ is known as the niche authority. With a successful independent agency, he is back to give us an update on his story and the lessons he has learned over the past few years. Highlights: Starting his niche marketing with fire sprinkler and extinguisher contractors, […]
The post Episode 110: WHY This Agent’s Revenue and Time Off is TRIPLE the National Average appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 already done so. Highlights: Creating the focus you need and shut down the […]
The post Episode 109: YOUR Superpower Unleashed appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 independent agents as a speaker, writer, and consultant. Listen as we talk about what unequaled excellence can mean for […]
The post Episode 108: The $882,000 in Your Bank Account Podcast appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 utilizing technology-based solutions with his website, Friendly Agent. Listen as Avdhesh and I talk about adapting to changes and taking […]
The post Episode 107: Not Taking Any Risk Is The Biggest Risk appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 of university, she purchased the brokerage from her parents and continued to build […]
The post Episode 106: The BIG Payday Thanks to Massive Vision appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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. Jesse is going to share with us some strategies that he is using […]
The post Episode 105: 3 Insider Secrets to 230% Yearly Growth appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 back door. Now is the time to make sure this is not happening to you. […]
The post Episode 104: Slam the Back Door Shut appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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, Andrea and I are going to talk about the strategies developed and lessons learned on […]
The post Episode 103: Tapatio Reveals All appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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, the challenge of managing process flow and operations across diverse platforms and systems is universal. […]
The post Episode 102: The Elusive Second ‘P’ appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 message and create interest in your agency. Highlights: Mike’s chance encounter […]
The post Episode 101: 100% of the Marketplace appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 2015 when James Malinchak told him the best thing he could do for […]
The post Episode 100: Secret Habits of UPP Agent Success and Achievement with Bill Butler appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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. I have learned in my dealings across North America that there are many […]
The post Episode 99: Numbers Don’t Lie appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 teams, and our customers into achieving our goals and beyond. […]
The post Episode 98: The Winning Mindset (Encore) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 the topic of monthly newsletters. In this week’s episode, I […]
The post Episode 97: Put a Fence Around Your Herd with Monthly Newsletters appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 Insurance Guys. While most guys fall into the insurance business, Bradly actually had the goal from the age […]
The post Episode 96: Making the Donuts with Bradley Flowers appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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, Matt went on to create the Insurance Agent App, a way for clients to quickly and efficiently […]
The post Episode 95: The ORIGINAL IA App appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 for independent agencies. I knew that I had to share this information with all of you. Highlights: Starting his […]
The post Episode 94: What You Don’t Know Will Cost You Millions appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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, and let them digest it, and let them feel the emotion of what […]
The post Episode 93: Your Pause Cast (Encore) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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 today on the podcast to talk about how he took the step to be the one that stands out from […]
The post Episode 92: Uncommon Protégé In A Common Environment appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Jose Villa had the dream that he wanted to build a legacy and he has done just that. Jose is one of our high performing Platinum Coaching Members and he is here to share how he and his wife built the agency they have today through innovation and technology Grab a pen and paper. You […]
The post Episode 91: The VIG Way Leads to Profits appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
This episode originally aired July 16, 2019 Today we are going to be talking about a topic that seems to come up again, and again, and again. And it answers the question, the age-old marketing question… “Why should people do business with you over any and all other options?” Yes, social proof and all of […]
The post Episode 90: Authenticity (Encore Episode) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
This episode originally aired on Sept 14, 2019. Known as a thought leader in the basketball and sports worlds, Kevin Eastman is now an engaging speaker who inspires a wide range of audiences, from sports teams to diverse corporate groups. Listen as Kevin and I discuss the important aspects achieving success and what you need […]
The post Episode 89: Achieving Success with Kevin Eastman (Encore Episode) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
In this episode, I am excited to celebrate not just my team but every team out there. Without a motivated and inspired team, none of us would be able to reach the successes we have achieved. Today we are going to talk how we do it here and hopefully inspire you to inspire your team. […]
The post Episode 88: Light a Fire INSIDE Them appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
You have all seen my enthusiasm and high energy, whether you are listening to the podcast or watching on YouTube. The secret behind this is largely in part due to one of my Health Coaches, Lisa Harris. Listen as we discuss the impact she has on my life, and the impact that you could have […]
The post Episode 87: The Secret Sauce Behind Mike’s Energy appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
In our recent training seminars, we have been asked more and more about worker classification. This seemed like the perfect opportunity to bring in our Human Resource expert, the one we affectionately call the DA of HR, Daneen Ashworth. Highlights: The Supreme Court case in California that started a real focus on the ABC […]
The post Episode 86: The DA of HR and Keeping You Out of Court appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Having started in the corporate world and moving into insurance, Kim Angeli left that world to follow her true passion, teaching business owners how to wow clients, increase revenue and inspire referrals. I am excited to have her join us today to discuss how gratitude led her to her new career and a driven passion […]
The post Episode 85: Your Local Market Domination Through Gratitude appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
In this episode, we are going to continue the conversation about promotions and marketing. I am excited to have John Mason join us to discuss his experience with growing and selling multiple agencies, the importance of having the right employees, and marketing strategies he has used to lead his agency into its success. Highlights: Getting […]
The post Episode 84: Follow the Money with John Mason & His Beer Drinking Pig appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
I am excited to delve into today’s topic on promotions and marketing strategies. It is a topic that I love to teach, share, and implement. I am going to give you some insight and thought-provoking questions to help you think about what you are doing in this ever-important area. Remember if you have not started […]
The post Episode 83: More Money for YOU appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
When it comes to InsurTech, Frank Senter is the man that you want to talk to. For the past 45 years, Frank has been providing technology solutions to insurance companies. In this episode, Frank shares his knowledge that is going to provide you further information and insight into this area of expertise and how it […]
The post Episode 82: InsurTech from THE Legendary Source appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Client segmentation is the topic of this week’s episode. At its core is the Pareto Principle, that 80% of the consequences come from 20% of the causes. In the 45 years of my business journey, the 80/20 rule is always prevalent. Join me as I discuss its effect on your overall customer strategies. Highlights: Strategies […]
The post Episode 81: The 80/20 Rule Is Always In Effect appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
A properly motivated team will propel your agency forwards to previously unattainable goals. This week, I discuss a topic that is talked about frequently in UPP circles and realized with my work over North America, that this valuable facet is often being missed or not utilized enough. Highlights: The importance of spontaneity in motivation The […]
The post Episode 80: Team Motivation is like Bathing… It’s Recommended Daily appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
I am excited to bring you an encore episode of the Unstoppable Profit Podcast. This episode originally aired in September 2019 however it is still as relevant today as it ever was. An ideal client profile should be based on interviews and research from your existing and lost clients, prospects, and your team members. The […]
The post Episode 79: Encore Episode – Your Client Avatar to Ultimate Profit appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Patty Lares does not believe in giving up. Faced with challenges in her youth, she had to quit school to find a job and survive but that did not stop her. At the age of 18, she earned her insurance license and never looked back. Patty shares her story and the lessons learned to inspire […]
The post Episode 78: It’s Better to Give Than to Receive appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Numbers don’t lie! In any business, you need to know your numbers. What are your attraction and retention rates? Are you meeting the expectations of your goals? Today I am going to share my journey to use our numbers to create our scoreboards as well as how it relates to the core values of our […]
The post Episode 77: Check Your Scoreboard appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The easiest money that you are ever going to earn or make, is the money that you are already earning or making. This is a reminder that although you can create leads to attract new business, you must ensure you have a marketing strategy aimed at your existing clients as well. Highlights: The story of […]
The post Episode 76: The Easiest Money You Will Ever Make appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Daniel Seong has been in the insurance agency for 12 years, moving into it from doing mortgages. He discovered that he loved the work with little regrets. Daniel joins us today to discuss how he uses social media to enhance his engagement with the community. Highlights: The culture of winning and caring The law of […]
The post Episode 75: The Five Disciplines of Being a Social Media Authority appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Today we are joined by an incredible agency owner that has completely dominated a niche where SIZE does matter… Joining her father’s business was the best decision that Toni Shibayama made. She truly loves the insurance industry and engaging with clients. This passion allowed her to take the business to the next level. Highlights: Creating […]
The post Episode 74: Size DOES Matter in the Niche Dominated by This Agent appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
You have all learned to hire slow and fire fast. In today’s environment, I am here to tell you…things have changed and will keep changing !! Now, the next normal is “Hire SlowER and fire fast. This may be a change to what we are used to but change means growth and making yourself and […]
The post Episode 73: Hire SlowER and Fire Fast appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Looking to create your brand, then Dan Mulhern is the one to talk to. Dan has helped us create our brand guide which determines what we look like from the colors we on our social media to the fonts we write with. But listen to how branding is so much more as Dan and I […]
The post Episode 72: Your Brand – What People Perceive is What They Believe with Dan Mulhern appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
We are turning things around on this week’s episode with Andrea Wyatt taking over the podcast. Agents have been contacting her with many questions, so she thought that it was time to put Mike into the hot seat to answer them. Highlights: Learning customer interaction skills at the age of eight working a drive-thru Getting […]
The post Episode 71: Mike’s in the Hot Seat appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Are you taking advantage of the referral opportunities of your clients? Today on the Unstoppable Profit Podcast, I am taking you through the main points of the Unstoppable Referral Program. Learn the best way to leverage your relationships in order to grow your business prospects. Highlights: Meeting people where they are Connecting with your ‘lost […]
The post Episode 70: Insider Secrets from the Living Agency Laboratory appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Kim Dunahoe learned the insurance business when she was young from her dad. He would take her outselling policies door to door. That hard work and persistence is what makes the Dunahoe Insurance Agency what it is today. Mike is joined by Kim and one of her valued team members, Kathy Cooley, to discuss how […]
The post Episode 69: A Decision Leads to Texas Size Action with Kim Dunahoe and Kathy Cooley appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Chris Paradiso is one of the most passionate and dynamic insurance agency owners today. Recipient of the Safeco and Liberty Mutual National Agent for the Future Award in 2019, Chris understands that the process of success is looking in the mirror and learning from your failure. Highlights: Starting up in a small-town community How […]
The post Episode 68: How Failure Leads to Massive Results with Chris Paradiso appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Have you been looking for alternate ways to speed up your accounts payable and receivable process? Are you not sure exactly how well you are integrating your current technology into your overall systems? Then this episode is for you. Todd Sorrel, the co-founder of EPay Policy, joins me today to discuss this and more. Highlights: […]
The post Episode 67: Money Follows Trust with Todd Sorrel appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Today I have two special guests, the Unstoppable Nancy Mendizabal and David Brush, a brother and sister team from Apple Valley Insurance in Rhode Island. With each having over 30+ years of experience in the industry and a rapidly growing agency, you won’t want to miss this episode: Just a few of the key takeaways […]
The post Episode 66: Strategies For Massive Growth with Nancy Mendizabal and David Brush appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
This is a very special episode of the Unstoppable Profit Podcast – celebrating Independence Day and the Undefeated status of our freedom. The freedom that allows us, as entrepreneurs and leaders, to grow our businesses, create wealth, and to have more freedom! We are joined by our very own UPP team member and Veteran Joel […]
The post Episode 65: Undefeated with American Veteran Hero Joel McKinley appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
I am extremely excited and honored to have on this episode, Bestselling Author, International Speaker, and fellow Podcaster, John O’Leary. I had the privilege of seeing John speak in 2014 and knew immediately one day I will have him to one of our events. He has been a great influence in my life. Join John […]
The post Episode 64: Living “In Awe” with John O’Leary appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The Unstoppable Jose Soriano, co-owner of Global First Insurance and Tax Services, joins us on this week’s episode. Jose is also the founder of the Business Owner’s Alliance. Today’s topics include: Jose’s drive to be a leading an innovative company Moving forward even during the current crisis Providing training access to team members in an […]
The post Episode 63: Special Guest Jose Soriano appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
I am joined today by Alana Fulvio, the “People First” Business Thought Leader. This business strategist focuses on hiring done right. Today our discussion will journey into: Bringing best hiring practices to companies such as LinkedIn and GoPro The failure in assuming everybody understands the culture of the company The value of Intentional Leadership […]
The post Episode 62: Special Guest Alana Fulvio appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Andy Priesman joins me on this episode of the Unstoppable Profit Podcast. Andy is a veteran in the insurance industry and has led it with utilizing innovative technology and processes. Join us as Andy and I discuss: Growing the business using direct mail to bring in new clients Utilizing a Producer style program for […]
The post Episode 61: Special Guest Andy Priesman appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
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? I am going to share with you: the importance of having a social proof arsenal how to get started with collecting testimonials and […]
The post Episode 60: Social Proof REVEALED appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
David Rodgers is my guest today. David is an organizational consultant, an executive coach and a strategy execution specialist to name a few of his many roles. Join us as we delve into: The Personal Accountability Model: when everything goes well it is easy to hold accountability but when they go wrong, people feel overwhelmed […]
The post Episode 59: Special Guest David Rodgers appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Chris Raders, President of Ted Hamm Insurance, joins me on this episode of the Unstoppable Profit Podcast. We hope you enjoy our conversation as we discuss: The importance of plans even if they don’t always work out. Taking his agency from an agricultural focus to include more commercial insurance. Using promotions to interact with current […]
The post Episode 58: Special Guest Chris Raders appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
On today’s episode of The Unstoppable Profit Podcast, I am joined by author, keynote speaker and founder of the SuccessClinic.com, Noah St. John. Join us in our conversation as we discuss: The release of his new book, Get Rid Of Your Head Trash About Money, and creating the right mindset to succeed. The three big […]
The post Episode 57: Special Guest Noah St. John appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Pizza Delivery to Canabis for this Insurance Risk Manager Greetings everybody. This is Mike Stromsoe coming to you live from the Living Agency Laboratory. Welcome to another exciting episode of the Unstoppable Profit Podcast. I am so uber pumped and excited to let you know today I found another one. I have known this agent […]
The post Episode 56: Special Guest Jesse Parenti appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Less Is More Welcome everybody. This is Mike Stromsoe coming to you live from the Living Agency Laboratory and we’re here for another episode of the Unstoppable Profit Podcast. I am uber pumped, uber excited, and uber grateful to have a top performing niche agency on the line today to share with you gold nuggets […]
The post Episode 55 : Special Guest Russ Castle appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The Power of Mastermind – Part 2 Welcome to episode 54 of the Unstoppable Profit Podcast. This is Mike Stromsoe coming to you live from the Living Agency Laboratory and today we’re going to be talking about the Power of Mastermind – Part 2 of the aha’s from our own mastermind experience. We are consistently […]
The post Episode 54 : Mastermind Aha’s Part 2 appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Lead Your Team With Certainty, Clarity & Simplicity Greetings Unstoppable Nation, From our family to yours, during these unprecedented times, we hope you and yours are safe, well and healthy. To prevent the spread and prolonging of the coronavirus, please stay home. Right now, people need leaders more than every. I recorded this very special […]
The post Episode 53 : Certainty, Clarity & Simplicity appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The Power of Mastermind – Part 1 Welcome to episode 52 of the Unstoppable Profit Podcast. This is Mike Stromsoe, coming to you live from the Living Agency Laboratory. Today, we are going to be talking about the power of mastermind, part one. Yes, I’m going to do something in this episode and coming episodes […]
The post Episode 52 : Mastermind Aha’s appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Wait a minute. Today’s not a podcast. It’s a Pause Cast! Greetings, friends. Welcome to episode 51 of The Unstoppable Profit Podcast! This is Mike Stromsoe coming to you live from the Living Agency Laboratory, and today we’re going to be talking about … Wait a minute. Today’s not a podcast. It’s a Pause Cast! […]
The post Episode 51 : Your Pause Cast appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Welcome to episode 50 of the Unstoppable Profit Podcast, this is Mike Stromsoe coming to you live from the living agency laboratory. Today we’re going to be talking about you owning the position as the trusted authority in your customer’s marketplace. In our referral programs we talk about earning and asking, which is fine, but […]
The post Episode 50 : YOU Are The Trusted Authority appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Selling ‘A’ Team Players I learned from Earl Nightingale and his magical iconic game-changing book from 1955 called The Strangest Secret, that we are in sales all of the time. Every single day, every single way, personally and professionally. To give you an example, if you have children, we’re selling our children all the time […]
The post Episode 49 : Selling A Players appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Your Next BIG Bank Deposit Must Stop People in their Tracks I get to work with agency entrepreneurs all over North America and constantly, constantly the conversation somehow, someway, at some point circles back to new business, attracting prospects, filling the funnel, having enough people in their pipe. Remember your pipe is your life and […]
The post Episode 48 : Your Next BIG Bank Deposit appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Your Authority Dominance You have an incredible opportunity before you to completely dominate the entire geographical sphere within 50 miles of any business that you get to operate and well beyond that. But before you begin to dominate, say your entire state, say your entire geographical region and beyond that, you’ve got to really set […]
The post Episode 47 : Your Authority Dominance appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Today we’re going to be talking about are you attractive enough, and I’m not talking about what you see in the mirror of truth. What I’m talking about is, if you want to have more, you have to become more because you attract exactly what you are and who you become. That’s what I’m talking […]
The post Episode 46 : Are You Attractive Enough appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Today We Are Joined By Special Guest, Entrepreneur and Former Star Quarterback for the Washington Redskins, Mr. Joe Theismann Joe Theismann is an entrepreneur and the former star quarterback for the Washington Redskins. He spent the last two decades working for ESPN on their NFL broadcast and the NFL Network. A 1971 graduate of University […]
The post Episode 45 : Special Guest Joe Theismann appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Your Client Avatar To Ultimate Profit An ideal client profile should be based on interviews and research from your existing and lost clients, prospects, and your team members. The end result is that you create a ideal client avatar whom embodies your best client. The client profile map will give you a better understanding of […]
The post Episode 44 : Ultimate Client Avatar appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Today We Are Joined By Special Guest, NBA Champion Coach, Mr. Kevin Eastman Over his 40 years in the game of basketball at the collegiate and professional levels, Kevin Eastman has studied what makes the best The Best – their habits, mindsets, strategies and every day choices. Known as a thought leader in the basketball […]
The post Episode 43 : Special Guest Kevin Eastman appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Authenticity is about presence, living in the moment with conviction and confidence and staying true to yourself. Today we are going to be talking about a topic that seems to come up again, and again, and again. And it answers the question, the age-old marketing question… “Why should people do business with you over any […]
The post Episode 42 : Authenticity appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The Sexy P – Promotion A few quick thoughts before your mind moves to the weekend. Please make sure you jot down the Top 10 Reasons to Stay in Touch on your “implement, execute and take action” plan calendar for Monday. I will guarantee your competitors are….. I just spent almost 3 hours with two […]
The post Episode 41 : The Third P – Promotion appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
You’ve hired the right people on your team, now what… You must create world-class processes for them to work within! 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 […]
The post Episode 40 : The Elusive Second P appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
When I started in 1986 I began selling homeowners insurance out of the gold book, an annual that was published by every county in California showing all information of about residential property. I helped my dad grow his agency until 1998, when by mutual agreement I ventured out to start my own scratch agency. When […]
The post Episode 39 : Team First appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Develop The Leaders Around You… Welcome to Part 2 of Becoming The Leader You Would Follow. In Part 1 of this series you learned the about the first 2 keys of 4 to leading a successful team (Episode 37) : 1. Training & Coaching 2. Team Motivation In this podcast you will discover the next […]
The post Episode 38 : Become The Leader You Would Follow – Part 2 appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Would I Follow Me? It is my sincere belief that you have unique gifts and talents that have ONLY been given to YOU. That you have a calling in your life and a significant purpose to live out. YOU ARE A LEADER In your own special way…you influence others. You engage your kids, friends, & co-workers […]
The post Episode 37 : Become The Leader You Would Follow – Part 1 appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
No matter what business you’re in, knowing your client base is the key to your success. The more you understand who your top clients are, and more importantly who the ‘ankle biters’ are, the better your chances of growing your business. Well-nurtured clients positively impact your agency in a variety of ways: they renew their insurance […]
The post Episode 36 : Ankle Biters Not Allowed appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
My granddaughter McKenna and I were watching “Alice in Wonderland” over the weekend…. “Excuse me, Sir,” Alice inquires. “Could you tell me which road to take?” Wisely, the caterpillar asks, “Where are you going?” Somewhat dismayed, Alice responds, “Oh, I don’t know where I am going, Sir.” “Well,” replied the caterpillar, “if you don’t know […]
The post Episode 35 : Your Destination Is Your Responsibility appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Interact, Nurture & Engage One of my greatest mentors said, “Never be settled, complacency kills and never arrive.” You have won the business, now what? Now you must build the relationship through consistent interaction and engagement. This is done through many outlets because if you want to reach 100% of the marketplace, you must use […]
The post Episode 34 : Staying In Front of Your Marketplace Part 3 appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Retain The Clients You Already Have Please make sure you jot down the Top 10 Reasons to Stay in Touch on your “implement, execute and take action” plan calendar for Monday. I will guarantee your competitors are….. I just spent almost 3 hours with two of the brighter minds in the insurance industry and I […]
The post Episode 33 : Staying in Front of Your Marketplace Part 2 appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
How To Acquire New Clients You must stay in front of your marketplace – all of the time! In this 3 Part series you will discover how to keep your agency in front of your particular marketplace using online and offline strategies. Part 1 : How To Acquire New Clients How are you attracting new prospects? […]
The post Episode 32 : Staying in Front of Your Marketplace Part 1 appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Too Busy For More Money… As an agency owner for over 17 years, my good friend and agency owner, Chris Paradiso has faced the same challenges as many independent insurance agents across the country, but Chris took those challenges head on and committed to work ON his business. Chris started focusing on the power behind […]
The post Episode 31 : Special Guest Chris Paradiso appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Anything worth doing is worth doing with WOW! People will forget what you said. People will forget what you did. But people will never forget how you made them feel. – Maya Angelou Many organizations set out to satisfy their customers. This nowadays, is the minimum requirement. This creates a great opportunity for you to […]
The post Episode 30 : WOW Experience appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Have you ever been part of a great team? A team where you loved to come to work every morning, a team that charged you up with energy, and a team that encouraged you to accomplish goals you thought were impossible. On this team you felt a great sense of belonging and believed that others […]
The post Episode 29 : Accelerate Your Sales Growth appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
It’s The Right Thing To Do This Unstoppable Husband and Wife Team have built a Mega Successful Agency, 4 locations and were recognized as the most recent Rough Notes magazine Agency of the Month for their incredible strides in the digital marketing space. Check out the full article here – http://roughnotes.com/h2hsuccess/ We couldn’t be more honored […]
The post Episode 28 : Special Guests Jeff & Una Roy appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Attitude & Mindset are a Choice In the demanding, stressful, and emotional world of sales the slightest inconvenience or bump in the road can turn your attitude toxic. For a Sales Producer, a bad attitude zone and the disruptive emotions that come with it, if unchecked, can be fatal to your career. In sales, attitude […]
The post Episode 27 : Special Guest Jeb Blount appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Videos Are Smoking HOT! Videos are SMOKING HOT right now, this trend will likely continue. If you want to reach a marketplace, you MUST communicate in a manner in which your marketplace wants to communicate. Yes it’s true… one of our kids recently said this…again. Having surpassed 80% penetration among the general population in 2017, […]
The post Episode 26 : Video Marketing appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The URGENCY of Nurturing Your Herd You never get a second chance to make a great first impression. This saying applies to so many situations – dating, interviews, writing, reading and the list goes on. First impressions set the tone and are often impossible to reverse. This is true in almost every aspect of life, […]
The post Episode 25 : Nurture Through Email appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The Friction-Free Agency The only thing that matters is helping you build a business that supports the life of your dreams. About 12 years ago, our agency was gaining momentum and growing quickly. We had acquired an agency, brought in people from the acquired agency, and brought the entire team together through the definition of […]
The post Episode 24 : Intranet appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Motivate Your Team – All of the Time Our encouragement and motivation doesn’t stop at the office. We even use snail mail! We like to send direct mail pieces to our people on a regular basis. A lot of business owners may think this idea is strange—we see these people every day, so why pay for postage to send them something […]
The post Episode 23 : Snail Mail Your Team appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Remove ALL Doubt How can anyone you propose to do business with really know that every step of their new business relationship is unconditionally guaranteed? Has every doubt of concern been removed right from the beginning? Is what you say you are going to do supported with a written guarantee? If it’s not, it should […]
The post Episode 22 : Written Guarantee appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Are You Watching Your Money? We are so quick to say in our businesses that we are here to “serve our customers,” but at the end of the day, we are also all in business because we need to earn money. One of my favorite quotes from Earl Nightingale’s inspirational book, The Strangest Secret, is, […]
The post Episode 21 : Money, Money, MONEY appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Niches to Riches at the 10,000 Foot Level… Niche marketing can be a lot of different things… It could be that you are a restaurant insurance agency, a work comp insurance agency, etc… What you’re niching in doesn’t really matter, but the fact that you are doing mostly the same thing, or have large segments […]
The post Episode 20 : Special Guest Bill Butler appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The Recipe For Green Dough Every single business has competition. Whether you’re an insurance agent, attorney, a bookkeeper, a nonprofit consultant, or a sustainability consultant, there are hundreds or thousands of other people out there who do what you do. If a prospective client is considering investing in the product/service that you provide, you must […]
The post Episode 19 : Special Guest Jesse Parenti appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Are You Mining Your Acre of Diamonds? Seems like many continue to focus on pursuing massive amounts of new business/applications from sources outside of your existing book of business and it continues to flow faster than you can handle….right? Congratulations!! Want more? Why not start with the people and companies that ALREADY know you, trust […]
The post Episode 18 : Acre Of Diamonds appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Provide State-of-the-Art Technology Tools Technology has opened so many doors for businesses. Some of you may not even remember the days when credit cards were not swiped electronically, but rather they were manually imprinted with ink and paper onto carbon tissue paper. That seems so archaic now, doesn’t it? That single technological advancement has changed the way we pay for everything […]
The post Episode 17 : Team Technology appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Numbers Don’t Lie Several years ago, we made a seemingly small change to our process that produced mighty results! We created what we call a Production Log, essentially our scoreboard. Our scoreboard is the result of everything that we’ve worked so hard for. From our people within our world-class processes, simply promoting the heck out […]
The post Episode 16 : Production Log appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Becoming A Marketplace Researcher Today’s insight brings to you a message that will help you put yourself in a position where you can penetrate your marketplace because you will be messaging to the conversation that is already going on in their mind. Successful marketing penetration demands an extensive understanding of the heart and of the […]
The post Episode 15 : Marketplace Research appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Where Is Your Revenue Coming From? Today I’m discussing something that I find to be one of the most important systems in ANY business, including insurance agency businesses – Client Segmentation. In the 1800’s a gentleman by the name of Pareto came up with a principle called the 80/20 rule. What it means is […]
The post Episode 14 : Client Segmentation appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Our Wheel of Fortune program is, hands down, our very Biggest Team Motivator! In our particular organization, the “Living Agency Laboratory”, it is done every third Wednesday of the month in our lobby. What they have to bring in order to qualify to spin the wheel of fortune is their game tracking sheet. The mindset of […]
The post Episode 13 : Wheel of Fortune appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The Conversation Going On About YOUR Agency If someone asked YOUR client about YOUR agency in a grocery store, how would that conversation go? Would there be much of a conversation? Is there any type of ongoing dialogue with YOUR client except when you want/need more money from them? What is your very best method […]
The post Episode 12 : Monthly Newsletter appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Niches to Riches with special guest Russ Castle! Russ is an independent agency entrepreneur and known niche authority. He has built his successful empire through a strategic strategy and now in this interview he will share his secrets with you. If you’re ready to take your agency to a whole new level through a […]
The post Episode 11 : Niches To Riches appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
How to Develop Your Own Friction-Free Agency So Every Team Member Can Achieve and Enjoy Their Lives! Phone calls, emails, faxes, text messages, instant messages, underwriters, marketing reps, client(s) in the office, escrows, deadlines, cert needed – sound familiar? You are not alone. Some of the frustration and anxiety that surface in any or all […]
The post Episode 10 : Task Organizers appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Double Your ROI (Return On Investment) In What You’re Already Doing Most of you are already utilizing platforms like social media, referral programs and reviews to engage your customers, but what are you doing after that initial engagement… This is where you will find the opportunities to go the extra mile and completely WOW (With […]
The post Episode 9 : Double Your ROI appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Questions continue to surface on how we organize our team, keep our team together, keep them motivated, keep them moving forward, compensate them at a level that keeps that motivates them, keeps them producing, and so on. The hands down, number one thing that we do team wise is the weekly team meeting. It happens […]
The post Episode 8 : Embrace Team Meetings appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Delegation, as part of time management, is an “art”… Time management, identifying and working in the area of your “Personal Gift” is so critical to your success. It’s also a much bigger win for everyone involved when you hire somebody who loves and adores the opportunity to do those kinds of things that you don’t […]
The post Episode 7 : Delegate Ruthlessly appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The post Episode 6 : MMM’s of Marketing appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The post Episode 5: Hire Slow and Fire Fast appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The post Episode 4 : 100% of The Marketplace appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
Another exciting week in the “Living Agency Laboratory” reveals this week’s lesson about third party credibility and your marketing – testimonials. This is the very FIRST activity I started with in my “marketing in the insurance agency business “quest in 1999. Testimonials are absolutely critical. If you are open to digging in and improving your […]
The post Episode 3 : Credibility appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The post Episode 2 : The Winning Mindset appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.
The post Episode 1 : Blueprint To Your Million Dollar Agency appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.