Category: Podcast Episodes

Episode 285: The BIGGEST of your Big 3 Marketing Strategies

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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: [email protected]

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)!

Episode 284: How to Actually Get Shitake Done with Joel McKinley

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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: [email protected]

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)!

Episode 283: Imagine….12/31/2025

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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: [email protected]

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)!

Episode 282: 7 Doors Niche to Leads Multiple 7 Figures with Russ Castle

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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: [email protected]

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)!

Episode 281: Solving Their Problem Leads to 4X Profits with Jesse Parenti

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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

[email protected]

 

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: [email protected]

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)!

Episode 280: Food, Faith and Family Leads to Shawsome with Susan Shaw

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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: [email protected]

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)!

Episode 279: Never Give Up. Never Quit with Travis Mills

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“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: [email protected]

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)!

Episode 278: The Positive Opportunity with David Brush and Nancy Mendizabal

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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: [email protected]

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)!

Episode 277: People Come First

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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: [email protected]

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)!

Episode 276: Breakthrough Mentality with Bill Butler

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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-P

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: [email protected]

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)!

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