Episode 256: Connecting the Dots in Your Agency with Agency Pointe

Today, we’ve got a powerhouse lineup giving you the inside scoop on maximizing your agency’s value and operations.

Carey Wallace, Chris Paradiso, and Aaron Stocks break down the importance of specialized legal expertise in your business transactions, while leveraging outside skills in accounting and payroll to sharpen your agency’s focus on what it does best. We jump in with financial insights that could be the key to boosting your agency’s evaluation and stressing the imperativeness of proper planning.

What’s more, we’ll introduce you to Agency Point, a game-changing platform that consolidates essential services like law, technology, and human capital uniquely designed for insurance agencies. Say goodbye to vendor juggling and hello to streamlined, industry-specific support.

Get ready for a wealth of strategies and stories that will inspire savvy decision-making and proactive growth in your business. This episode is packed with years of wisdom, all aimed at helping you avoid mishaps and keep your agency thriving.

Highlights:

  • Small business owners lack financial and business training.
  • Bookkeeping and taxes differ, impacting business costs.
  • Consistency in financials prevents potential profitability discount.
  • Issues with trust accounting, inflating numbers, reconciling.
  • Commission reconciliation is crucial for insurance agents.
  • Ensuring appropriate agreements for agency transitions is crucial.
  • Outsourcing can enhance business growth and efficiency.

 

About Agency Point:

Bookkeeping for the Independent Insurance Agency.

At AgencyPoint, we understand that keeping your independent insurance agency’s finances in order can be a daunting task. That’s why we offer expert bookkeeping services tailored to your specific needs. When properly using your Agency Management System for bookkeeping, we can provide you with the tools and insights necessary to make informed decisions for your agency.

With AgencyPoint, you can rest assured that your finances are in capable hands, allowing you to focus on what you do best: running your agency. Contact us today to learn how we can help you achieve your financial goals.

https://www.myagencypoint.com/what-we-do/bookkeeping

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984

Email: [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 255: Mastering the Skill of Trust with Angus Reid

Today we have the pleasure of speaking with Angus Reid, a decorated former professional football player and acclaimed author. In this episode, Angus shares the profound importance of trust and how nurturing it is like tending a garden—requiring constant attention and care.

Angus will shed light on the transformative power of consistent, caring actions over contractual obligations, the strength of a ‘care first’ philosophy in leadership, and the essential role that trust plays in developing a successful business culture and personal relationships.

We’ll discuss the impact of Angus’s career on his approach to mentorship and how he helps shape the “real game” of life for young athletes. Angus’s insights on prioritizing what truly matters, like family and foundational principles, promise to inspire and guide.

Highlights:

  • Leaders must show they care to make it hard for others not to care. It requires consistent effort and acknowledgment of the value of others.
  • Consistency in trust is key.
  • Switch outlets, don’t become the brand, build who you are.
  • Trust is built through consistent behavior and repetition.
  • Trust and consistency are crucial in business and family dynamics, especially in challenging times.
  • Be sure to check out Angus’s book, “Thank You, Coach.”

About Angus Reid:
Champion Athlete – Best Selling Author – International Speaker

From a physical and talent perspective, Angus Reid had no business playing professional football for 13 seasons, earning multiple all-stars and winning two Grey Cup Championships. It was through his relentless determination and the extensive guidance of others that his dream became a reality.

Today, Angus travels North America speaking with companies, schools, and teams about what it really takes to make it and win. His successful TEDx talks, “Why We Need High School Football” and “Mastering the Skill of Trust” have garnered him both praise and respect.

Angus has recently released his first book – Thank You, Coach, which has already become an Amazon bestseller, expands on his never-ending gratitude for the good fortune he has been granted by those who have helped shape his success. He lives in Metro Vancouver with his wife and young family.

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984

Email: [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 254: Elevating The Client Experience with Richard Weylman

Authenticity, genuine care, and personalized experiences aren’t just words; they’re your business’s heartbeat.

Today’s guest, Richard Weylman, is here to share his secrets on turning clients into lifelong fans. Richard, a Hall of Famer in customer experience, will dissect the importance of genuine interactions and how they lead to business success. Expect to hear compelling stories, like that of Freddy’s steak burger’s rise, insights from Richard’s hot-off-the-press book, and the profound impact of simple, human touches in communication.

Get ready for practical tips that will supercharge your customer service approach and resonate with your clientele on a deeper level. It’s all about personalization, empathy, and creating value in every interaction. So tune in, take notes, and transform the way you do business—one relationship at a time.

Highlights:

  • Experienced sales and marketing professional, with vast consulting and coaching experience.
  • Vision for a customer-centric company and practice is crucial for employee and customer experience.
  • Value communication, be gracious in email sign-offs.
  • Desire for caring and thoughtfulness in assistance.
  • Embrace change, define your vision and values.
  • Learning, giving back, relationships drive revenue, Richard’s book.

About Richard Weylman:

Richard Weylman’s journey from a challenging childhood, marked by being orphaned at age 6, living in 19 foster homes, and attending 11 different schools, to becoming a luminary in the realms of keynote speaking, customer experience, and business consulting is nothing short of inspirational. His early adversities did not define him; instead, they sculpted a resilient and visionary leader. His remarkable turnaround began with leading an award-winning Rolls-Royce Motorcar operation, followed by spearheading the initial sales and marketing efforts for The Robb Report, a publication synonymous with the affluent lifestyle.

For nearly three decades, Weylman has been a guiding force for business owners and professionals worldwide, demonstrating the pathways to growth and success. His unique perspective, cultivated from his own experiences and keen insight into customer behavior, allows him to craft tailored strategies that elevate business performance. As a seasoned researcher, author, consultant, and entrepreneur, Weylman’s contributions to the industry are profound, delivering presentations and solutions that yield tangible results.

His accolades are a testament to his impact and dedication. Weylman has been recognized as a Hall of Fame Professional Speaker by the National Speakers Association and inducted into the Customer Experience Hall of Fame. His thought leadership in customer experience has been globally acknowledged by the Engati CX Community. Additionally, his expertise in keynote presentations has been twice honored by Wealth and Finance International Media, naming him Keynote Specialist of The Year.

Weylman is also a two-time International Best-Selling Author, with notable works including “The Power of Why: Breaking Out in a Competitive Marketplace” and “Opening Closed Doors: Keys to Reaching Hard-to-Reach People.” His accolades further extend to being named the Best Business Performance Motivational Speaker in 2023 by SW Florida, and he holds the prestigious Certified Virtual Presenter certification.

Beyond his individual honors, Weylman has received the Council of Peers Award of Excellence (CPAE) and the Direct Selling Association Partnership Award, reflecting his collaborative spirit and impact on the industry. His nomination for the Horatio-Alger Award underscores his embodiment of resilience and success against all odds.

Weylman’s commitment extends beyond the stage and printed page; he actively engages with his audience and clients through his consulting and coaching divisions, sharing insights and success stories that resonate deeply. His work has reached over 4,000 keynote stages across four continents, captivating audiences ranging from 20 to 40,000 individuals, each event a testament to his enduring influence and ability to inspire transformative change.

In every aspect of his career, C. Richard Weylman stands as a beacon of hope, resilience, and unwavering dedication to empowering others to achieve their fullest potential. His legacy is not just in the accolades he has received, but in the lives and businesses he has transformed.

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984

Email: [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 253: Turn Your Agency from Streetwise to Saleswise

In this episode, we have a powerhouse lineup with sales maestros Jeff C. West and Bob Burg. Jeff and Bob are here to debunk the sales myths that have been leading you astray. Their insights come from decades of experience and are backed by their groundbreaking book, “Streetwise to Saleswise.” They’ll also give our listeners a sneak peek into their sales philosophy by offering the first two chapters for free—a gesture you won’t want to miss.

We’ll dive deep into the misconceptions surrounding objections in sales, why empathy is your strongest tool, and how to create emotional connections that turn prospects into loyal clients. Jeff shares an unforgettable story, proving that understanding psychology in sales is non-negotiable, while Bob emphasizes the ever-crucial “know, like, and trust” mantra.

Highlights:

  • Sales objections are common and should be handled effectively without trying to overcome them.
  • Starting a conversation positively leads to a favorable response, while a negative start can lead to rejection.
  • Creating a positive, non-adversarial bond during the process leads to long-term client loyalty and recommendations.
  • Sales requires reframing rejection to understand it positively to avoid quitting due to negativity.
  • Trust their words, not yours; ask the right questions.
  • Empathy is vital for success.

About Jeff C. West:

After over 30 years in sales, sales leadership and entrepreneurship, Jeff C. West is now a bestselling and award-winning author, speaker and leadership coach. His books, The Unexpected Tour Guide, and Said the Lady with the Blue Hair (coauthored with Direct Sales legend Lisa M. Wilber) have earned recognition from The Axiom Business Book Awards, the National Indie Excellence Awards, and the American Bookfest Awards.

His latest book, Streetwise to Saleswise: Become ObjectionProofTM and Beat the Sales Blues (coauthored with Bob Burg), and is earning praise from business leaders around the US.

About Bob Burg:

For over 30 years Bob Burg has been successfully showing entrepreneurs, leaders, and sales professionals how to communicate their value and accelerate their business growth.

Although for years he was best known for his sales classic, Endless Referrals, it’s his business parable, The Go-Giver, (coauthored with John David Mann) with over one million copies sold and translated in 30 languages that has created a worldwide movement.

His newest book (coauthored with Jeff West) is: Streetwise to Saleswise: Become ObjectionProof™ and Beat the Sales Blues. Bob publishes the very popular Daily Impact email.

He is also an unapologetic animal fanatic and works with a rescue, foster, and adoption organization in his town of Jupiter, Florida.

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984

Email: [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 252: You’ll Be Safe Until You Live With Jim Cathcart

Let’s jump right into this life-affirming dialogue with guest Jim Cathcart. Jim Cathcart is a motivational speaker and real-life exemplar of resilience and optimism. Jim’s accolades, including the prestigious Golden Gavel award, set the stage for a conversation that traverses personal growth, embracing life’s vulnerabilities, and the undeniable power of a positive mindset.

Jim shares his wisdom on the acorn’s symbolism of untapped potential, the impact of dedicating time to self-improvement, and how a seemingly small daily commitment can lead to monumental change. We’ll touch on his health challenges, his unwavering commitment to living fully, and how our actions shape our future.

So brace yourself for an episode that will ignite your desire for greatness and show you why stepping out of your comfort zone is the essence of truly living.

Highlights:

  • Jim’s engagement in tours in China, focusing on meaningful life and reaching thousands of people.
  • Reflection on career in insurance and encouragement to share passion for serving and protecting people.
  • Emphasis on the importance of embracing uniqueness, facing criticism, and reaping phenomenal rewards.
  • Importance of behavior in shaping others’ perception and building reputation.
  • Discussion on the significance of emotional safety and the impact of actions on others.
  • Highlighting Toastmasters’ role in developing communication and leadership skills, leading to success.
  • Sharing personal resilience and success stories despite challenges.
  • Promotion of wealth-building strategies, virtual events, and podcast subscriptions for insurance agents.

About Jim Cathcart, CSP, CPAE:

the family man.

Jim and Paula have been married for 53 years and have raised a happy successful son with 2 *Amazing grandchildren. (*And they can prove it!)

the musician.

Jim Cathcart and his band “ReZoom The Boom” recently performed for 8 years in Southern California and now in Austin, Texas. Frequently including music as part of his speaking engagements, Jim has performed around the world. http://GuitarMusicLive.com

the traveler.

Professionally, in 2015 through 2019 Jim lectured in 23 major cities in mainland China plus a round-the-world lecture tour. He’s traveled the world for decades and knows how to adapt to other cultures. Additionally, Jim is a Life Member of the American Motorcyclist Association and has toured Europe and North America over 150,000 miles on his motorcycles. He was the keynote speaker for the 100 year anniversary convention of Harley Davidson in 2003. Jim is a proud Texan, now based in Austin

the speaker.

Jim Cathcart, CSP, CPAE is one of the top 5 most award-winning speakers in the world. His Top 1% TEDx video has  2.7 million views, his 25 books are translated into multiple languages, including 3 International bestsellers. He is a Certified Virtual Presenter and past National President of the National Speakers Association. Jim’s PBS television programs, podcast appearances and radio shows have reached millions of Success Seekers and he is often retained to advise achievers and their companies.

Even his colleagues, some of the top speakers in the world, have hired Jim to speak at their own events. Jim is an Executive MBA Professor at California Lutheran University School of Management and serves as their first Entrepreneur in Residence. He has been inducted into the Sales & Marketing Hall of Fame in London for his pioneering work with his concept of “Relationship Selling.” He is also in the Professional Speakers Hall of Fame and has received The Cavett Award and The Golden Gavel Award.

the author.

Jim has written 25 books, hundreds of articles and he is always writing at least one new book. His most recent book is What To Do When You’re The Speaker. Audiences buy his books by the hundreds and he happily adds autograph sessions to his speeches.

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984

Email: [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 250: How to Take Ownership of Critical Change Part 1 With Dr. David Rodgers

This podcast episode has been brewing, both inside our minds, and inside our businesses. Today I engaged in an insightful conversation with Dr. Dave Rodgers about the crucial concept of taking ownership of critical change in business. Dr. Rodgers, an accomplished professional with over 35 years of experience in propelling business leaders toward success, shares valuable insights on the importance of ownership over buy-in, and the key steps to engage and empower your team in critical change. You can expect to discover proven strategies and actionable advice to drive change and foster a culture of ownership in their businesses. Don’t miss this valuable discussion that promises to equip you with the tools and knowledge to navigate change with confidence and drive measurable results.

Highlights:

  • A successful business leader, and how he turns dreams into reality efficiently.
  • Encouraging engagement and ownership among leaders and team members.
  • Engage without selling by identifying external drivers for change. These factors are beyond our control and must be responded to.
  • Suggest focusing on 3-5 shifts for success in upcoming months.
  • Leaders should train and challenge employees to think critically and grow.
  • Dealing with fear: Take action, small steps lead to success, safety and accountability are key for high performance.

About Dr. Dave Rodgers:

Dr. Dave is an accomplished professional dedicated to propelling others toward success, turning their dreams into reality swiftly and effortlessly.

Specializing in guiding mid to large-sized companies, he facilitates rapid transformative change, achieving breakthrough results and cultural shifts in months, contrary to conventional timelines. Dr. Dave ensures that the transformative processes implemented are transferable and sustainable long after his direct involvement.

Known for his unique ability to bridge opposites, Dr. Dave fosters shared ownership for results across various domains such as strategy and tactics, operations and human resources, sales and delivery, and inner versus outer growth mindsets.

His diverse journey, starting as a certified ski instructor and evolving through roles like project manager, product marketer, business manager, and organizational development specialist, reflects his breadth of experience. Academic achievements include two master’s degrees and a doctorate in Spiritual Science, a path unforeseen in his earlier pursuits.

At the core, Dr. Dave is a problem-solver and guide, finding fulfillment in working with people. He believes individuals have the resources within themselves, and his mission is to help them harness that knowledge practically.

Despite achieving numerous milestones, Dr. Dave remains committed to continuous learning, exemplified by his transformation from clinical obesity to maintaining an ideal body weight for years, a journey he plans to continue for decades. This commitment to learning, sustaining success, and sharing knowledge drives his work with executives and their leadership teams.

Beyond his professional pursuits, Dr. Dave enjoys golfing, cycling with friends, peaceful walks on San Diego’s beaches and neighborhoods, and cherished moments with his family. Married with three stepchildren and five grandchildren, he actively contributes to his church ministry, cherishing daily spiritual practices and quiet moments.

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984

Email: [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 249: 2 Billion Through True Business Partnerships with David Gabrielsen of Capital Premium Finance

In this episode, David Gabrielsen the founder of Capital Premium Finance shares his entrepreneurial journey of a company with a team of 166 people known for its exceptional leadership and culture. David’s story is one of dedication, faith, and building strong relationships, as he reflects on the challenges and successes of building his business over the years. From facing financial setbacks to nationwide expansion, David shares invaluable insights on perseverance, the importance of family, and the impact of genuine leadership. Join us as we explore the journey of entrepreneurship, the power of positive impact, and the keys to success in business and personal life.

Highlights:

  • His Dad’s advice led to a career shift, learned financial skills.
  • Borrowed money, received help from their brother, and secured a credit facility.
  • Grew business within 10 years.
  • Focus on building trustful relationships with agencies to solve problems and achieve mutual success.
  • Faced with an ultimatum they, found an alternative finance broker.
  • Building strong, genuine partnerships based on integrity and transparency.
  • Being an entrepreneur is tough, learn from mistakes and keep going, find support.
  • Being a leader and providing for family is important, prioritize work and family balance.

About David F. Gabrielsen:

David F. Gabrielsen stands as the visionary founder and dynamic CEO of Capital Premium Financing, Inc. (CPF), a pioneering specialty lending institution dedicated to providing insurance premium financing solutions for commercial enterprises. With a keen entrepreneurial spirit and a forward-thinking approach, Gabrielsen established CPF in 1983, setting the stage for what would become a beacon of innovation, service excellence, and sustained growth within the premium finance loan industry.

Under Gabrielsen’s adept leadership, CPF has flourished, consistently achieving remarkable average annual growth rates exceeding 30%. His hands-on management style and strategic vision have been instrumental in steering the company through the evolving landscape of financial services, ensuring CPF remains at the forefront of product innovation and customer service.

Gabrielsen’s profound understanding of the financial sector, coupled with his commitment to excellence, has fostered a culture of professionalism and expertise within CPF. He leads a distinguished team of financial managers, whose collective experience in commercial banking, investment portfolio management, and financial institution regulation spans over 150 years. This formidable expertise underpins CPF’s reputation as a trusted leader and partner in the industry.

Beyond his professional accomplishments, Gabrielsen is recognized for his integrity, leadership, and dedication to fostering long-term partnerships with clients. His contribution to CPF and the broader financial community continues to set standards for service and innovation, making him a respected figure in the world of premium financing.

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984

Email: [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 247: Job Descriptions and Leading Your Team

 

The power of job descriptions for independent insurance agencies. Let’s break it down. Today I chat about the crucial world of job descriptions and leadership within your team. Sharing my wealth of knowledge and experience in the necessity of job descriptions for successful team management. Also discuss how job descriptions will attract the right team members, improve employee satisfaction, provide clear guidance for performance, and match skills and talents to find the right roles.

Highlights:

  • Importance of leadership, goals, and expectations.
  • Encourage your team to write their own job descriptions.
  • Being clear in team expectations emphasized.
  • Use the P x Three program for job descriptions.
  • Clear leadership expectations drive skill improvement and productivity, anchored by core values and a culture of growth.

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984

Email: [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 246: Your Core Values Define Your Agency

Have you defined your core values for your agency?

Delving into the crucial role of core values in businesses, particularly agency businesses. I cannot stress enough that core values shape an organization’s culture and identity, influencing everything from hiring decisions to conflict resolution. Through insightful examples and practical tips, I reveal the significance of living and embodying core values within a team, while emphasizing the impact of core values on brand perception and community engagement.

Join us as I explore the 3-step process of defining and integrating core values, and how they contribute to creating a better business culture and leadership.

Highlights:

  • Core values in business for personal and professional success.
  • How core values shape discipline, rewards, and training in the insurance agency business. Time and effort are needed to develop, share, and implement core values.
  • Foundation for an organization’s future success and should be more than just words on a wall.
  • Ownership, core values, personal & organizational level, attitudes & behaviors, impact organization.
  • Consistently reinforced through praise, recognition, and discipline.
  • Start with brainstorming, then narrow down core values in a 1-on-1 session.

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984

Email: [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)!

Skip to toolbar