Unstoppable Profit Podcast Hosted by Mike Stromsoe

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 beats one-time education every single time.

We talk about how agencies can recruit better, train faster, and build confidence on the front lines using structured learning paths, micro learning, and smart technology. Justin also opens up about Project 55 and why...

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 how I spend my time, how I build my business, and how I take care of my health, relationships, and personal growth. This episode is about intention, clarity, and reverse-engineering my best year before it even begins.

By...

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 challenging market.

We discuss how Premium Lock works alongside existing homeowners policies to provide multi-year premium stability without replacing carriers, and how data modeling and AI are helping address volatility driven by inflation and climate risk. This conversation is ab...

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 are ready to elevate their leadership, strengthen their culture, and create the scalable infrastructure needed for long-term success. We dive into how planners outperform reactors, why subtraction accelerates growth, and how early adopters are using automation and AI to create...

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 team.

Ashley and I dive into why so many agencies unknowingly operate with a bias toward extroversion, and how recognizing and empowering introverts can unlock new levels of productivity and retention. She shares practical tools to help leaders iden...

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 con...

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...

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...

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...

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...

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 impactin...

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, bui...

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...

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...

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 profit...

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...

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...

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 c...

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...

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 w...

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...

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 ma...

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...

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 abo...

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 spec...

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 ju...

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...

“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 transfor...

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 shif...

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 cl...

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...

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 impactin...

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...

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...

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 diver...

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...

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 fr...

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 maki...

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. Th...

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 connec...

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 th...

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 unco...

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 port...

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:

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 s...

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 o...

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 performanc...

“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...

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...

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 exp...

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-changin...

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 approa...

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...

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 ho...

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...

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:

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...

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...

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:

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:

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 co...

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 th...

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...

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 wi...

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...

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...

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.

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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...

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 p...

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 leader...

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...

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...

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.

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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!

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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...

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

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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...

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 learne...

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 g...

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...

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 strategies such as utilizing LinkedIn, having a career page on your website, leveraging your personal email list, and reaching out to key people in your network. So, if you’re ready to take your recruitment efforts to the next level and buil...

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 to ask the right questions, weed out the tire kickers, and focus on the cream of the crop, which saves time and aggravation. Join me as we explore the power of disqualification and the impact it can have on your business success. Get...

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, motivated, and equipped to create wealth and freedom on your own terms. I encourage everyone to join us at the boot camp, to sign up without hesitation. The importance of having a game plan and a solid blueprint to guide your actions...

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 to improve and grow. From the motivation to run towards opportunities instead of walking, to the importance of surrounding oneself with high-achieving individuals, my guests share their insights and real-life stories that will inspire and uplift you. Whether you’re a newer ag...

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 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 an...

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 on the hiring process, and the importance of adaptability in today’s rapidly changing market. We’ll also explore the role of technology, automation, and coaching in streamlining the hiring process and providing entrepreneurs with the tools they need to find th...

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 independent channel. They saw the need for a streamlined and personalized customer experience, which led them to develop a platform, Quotamation that simplifies data gathering and quote generation for independent agents. Quotamation allows for the building of relationships w...

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...

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’ compensation insurance and even wrote a book to help employers understand and reduce the cost of workers’ comp claims. He emphasizes the importance of creating an operational plan for businesses to address various issues, building trust with employers, and expanding into other area...

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 break down the significance of building genuine relationships for business success and the benefits of working with ideal customers and prioritizing value and common interests in relationships. In today’s world there is an importance of differentiating online relationships from real ones an...

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 ongoing training, setting goals, and making good business fits. I encourage listeners to invest in themselves and focus on the “right work” for success while offering opportunities to connect and schedule a growth session.

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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 knowledge and fostering a culture of openness. Maura shares services offered by Sagacious, a company that helps businesses with hiring, onboarding, and compliance with state and federal laws. The conversation also covers the importance of having a unique selling point and...

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. Breaking down different levels of automation, including integrating directly into management systems, and emphasizes the importance of relationships in the industry. We also discuss the benefits of spending time in-person to identify pain points and the value of automation in providing c...

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 all the entrepreneurs out there.

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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 au...

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.

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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 p...

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.

Hig...

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.

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In this episode, I dive deep into the powerful Personal Vision Document created by my podcast partner, Joel McKinley. 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.

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