Category: Podcast Episodes

Episode 222: What DO You Have To Sell with Christos Provistalis

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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 and meaningful human connections that can only be achieved through in-person interactions. Christos provides practical insights and strategies for businesses to make emotional connections with their customers. They explore real-life examples and share their personal experiences to illustrate the power of such connections.

Be sure to check Christos Provistalis out at our upcoming 2023 Be Unstoppable Bootcamp, October 19-21, 2023 as featured guest speaker! www.beunstoppablebootcamp.com

 

Highlights:

  • Email lacks emotion and can be misconstrued, while face-to-face communication allows for a deeper understanding.
  • The importance of understanding what a company truly sells and how to connect with customers on an emotional level in order to effectively sell a product or service.
  • It is an energy formed between people when they feel seen, heard, valued, and understood. Building this connection is crucial in sales and leadership.
  • Emotional investment leads to less critical observation and stronger bonds.
  • Family conversation sparked insight on the love for work.

 

About Christos Provistalis:

Christos Provistalis is a seasoned hospitality professional with a passion for creating experiences and fostering genuine connections. As a Guest Service Manager for the renowned Walt Disney Company, he had the privilege of dedicating his leadership career to the prestigious Grand Floridian Resort & Spa.  During his time at Disney, Christos witnessed firsthand the transformative power of exceptional customer service and the impact it had on guests. Inspired by this, he embarked on a new journey after leaving the company—to share his knowledge and expertise with others.

As a sought-after speaker, Christos travels across the United States, sharing his insights with professionals from various industries.  Christos covers the heart of service, exploring the dynamics of human connection, emotions, self-awareness, and perception. Recognizing that exceptional service is not just about transactional interactions, but about creating memorable moments.  Through thought-provoking discussions and real-life examples, Christos empowers you to elevate yourself and leave a lasting impact on others both personally and professionally.

https://www.linkedin.com/in/christosspeaks/

 

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

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 221: Hiring Wise The First Time with Sid Upadhyay

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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 the right candidates. Additionally, we’ll discuss the strategies for writing compelling job ads, attracting talent in a competitive market, and the benefits of involving the team in the talent screening process. Let’s dive into the fascinating world of finding and retaining top talent.

Highlights:

  • WizeHire helps main street businesses compete and find top talent by providing support in job ads, candidate screening, interviewing, and onboarding.
  • Their goal is to make the hiring process easier for entrepreneurs.
  • Attracting talent in a challenging market. Write compelling job ads highlighting value propositions and benefits and post everywhere to reach the right candidates.
  • Culture is essential in attracting and retaining talent for a business. It defines the organization and should be nurtured and questioned by all team members. It is a deciding factor for potential employees who learn about the company through networks and may walk away if the reality does not align with the culture portrayed.
  • WizeHire provides coaching services and technology can level the playing field by offering affordable and accessible solutions.
  • Regularly check in to see what’s working and not. This creates trust and loyalty. Adapt the business and culture based on feedback. Create a two-way dialogue with employees.
  • Creating and maintaining a strong culture is a shared responsibility, starting with the entrepreneur.
  • Adaptability is key in an ever-changing market.

 

About Sid Upadhyay:

Sid Upadhyay is the CEO and co-founder of WizeHire, a leading hiring platform helping small businesses grow with a better way to hire.
Prior to founding WizeHire, Sid and WizeHire co-founder Jay Niblick developed personality assessments and technology for Fortune 500 companies.
Sid saw firsthand how effective personality assessments are during the hiring process. He thought, “How can we bring these benefits to small businesses to help them hire the same caliber of talent as large corporations?”
When Sid and Jay brought personality assessments to the small business market, they realized there was so much more that they needed. Small business owners could benefit from writing better job ads, the ability to post their opportunities in more places, and a hiring process that is fast, easy, and affordable.
Sid responded to this need in the market and wrote the original code for WizeHire in 2014. Now, the company serves more than 15,000 customers and has 100+  employees with plans to double again in 2022. As the company has expanded, WizeHire has maintained its excellent company culture, recently named to Inc.’s Best Workplaces list in both 2022 and 2021.

In May 2022, Sid led the company through a $30 million Series B funding round, bringing the company’s total funding to date to $37.5 million and its valuation to $250 million, to carry out his vision of a world where every business on Main Street succeeds.
Sid holds a B.S. in statistics from the University of Texas at Austin, is an avid cook, and lives in Houston with his wife and wheaton terrier poodle mix, Pippa.

 

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

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 220: Quotamation Can Do This with Ahmad and Cyrus Jaffery

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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 with referral partners and providing quick and efficient service to real estate agents, mortgage lenders, and other professionals. Make sure to visit the Unstoppable Profit Producer YouTube channel to watch the video version of the podcast see the visual elements and learn about Quotamation.

 

Highlights:

  • Explains the need to simplify the data gathering and quoting process in the independent insurance channel in order to achieve revenue growth without hiring more agents.
  • Independent agents have better client retention than big carriers due to personalized service and lack of education fees.
  • Technology can help independent agents stay in the industry despite challenges like weather patterns and advancing technology.
  • Building relationships and selling on value are also highlighted as key factors in sales.
  • Carriers want data, not risk. Quotes are given, but hitting the risk is the carrier’s responsibility. The client’s needs come first.
  • Use technology to make the referral process easier for real estate agents, mortgage lenders, and credit unions. This will result in more referrals and faster service for clients.

 

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 with referral partners and providing quick and efficient service to real estate agents, mortgage lenders, and other professionals. Make sure to visit the Unstoppable Profit Producer YouTube channel to watch the video version of the podcast see the visual elements and learn about Quotamation.

 

Highlights:

  • Explains the need to simplify the data gathering and quoting process in the independent insurance channel in order to achieve revenue growth without hiring more agents.
  • Independent agents have better client retention than big carriers due to personalized service and lack of education fees.
  • Technology can help independent agents stay in the industry despite challenges like weather patterns and advancing technology.
  • Building relationships and selling on value are also highlighted as key factors in sales.
  • Carriers want data, not risk. Quotes are given, but hitting the risk is the carrier’s responsibility. The client’s needs come first.
  • Use technology to make the referral process easier for real estate agents, mortgage lenders, and credit unions. This will result in more referrals and faster service for clients.

 

About Ahmad Jaffery:

When I pick up a book, I have a hard time putting it down. I want to know how a story

begins, where it leads to and how it ends. This curiosity led me to get an undergraduate

degree in Creative Writing where I focused on poetry & short Prose. After graduating, I decided to pursue my Master Degree in Organizational Leadership at University of Nebraska at Omaha.

I joined CJ Insurance Group in 2019, where I was became the President of Operations for its multiple subsidiary companies. Previously, I worked at LinkedIn, Apple, and owned a video production company called TAAP Media.

Now, as the co-founder of Quotamation, I am passionate about leveraging technology to revolutionize the insurance industry and make it more accessible, efficient, and customer-centric. I believe that technology can be used to create a more personalized and seamless insurance experience, and I am dedicated to making that vision a reality.

 

About Cyrus Jaffery:

Cyrus Jaffery is in the Insure-Tech Space and has founded many insurance organizations. He is the Founder & CEO of Quotamation Tech Platform, CJ Insurance Group and Jaffery Insurance. He is a co-founder of Aksarben Insurance, Fairtrust Insurance, NR Insurance, Milestone Insurance, and Harvest Financial. His Podcast, Insurance Producers Podcast has listeners all over the World. Cyrus brings a roll-your-sleeves-up attitude, modern vision, and high energy to his 100 people organization. He’s married to Michelle Jaffery. They have three kids, Sofia, Jonah & Mateo.

Following a 10-year career with Wells Fargo and State Farm, Cyrus founded CJ Insurance Group (a Parent company), an Insurance Tech brokerage allowing his team to work for his clients instead of the company. He believed that the Fiduciary responsibility of his brokerage should be the clients. Now, CJ Insurance Group runs more than 10 different Insurance agencies and partners with 35 different agencies across the country and growing. CJ Insurance Group partners with Real Estate brokerages, Mortgage Brokerages, and Tech companies across the country to help their clients with Insurance products. With access to over 25 various Direct insurance carrier relationships, it gives them the ability to find the best policy that fits the client’s needs across 33 states.

Cyrus has been regularly recognized for the foresight and innovation to reimagine the way we use technology in the Insurance Space. CJ Insurance group has been named the fastest-growing Personal Lines Insurance brokerage by Nationwide, Safeco, and Travelers Insurance. CJ Insurance group finished in the top 10 in the country with Nationwide Insurance for the years 2020, 2021, and 2022. Travelers Insurance recognized CJ Insurance group as a Superior Agency Recognition for 2021 and 2022. Safeco Insurance recognized CJ Insurance Group as a Presidents club agency in 2021 and 2022.

Cyrus also loves philanthropic work and has supported many different Non-Profit organizations across his community of Omaha, NE. He has supported Wounded Warriors, Ava’s Army, Rejuvenating Women, and Omaha home for boys. He is on the board of Ava’s army which funds Pediatric Leukemia Research and continuously works with Rejuvenating Woman which fights Human sex trafficking. CJ Insurance group puts together a Golf Outing annually that raises funds to donate to one of these organizations.

Cyrus is on a mission to change a million lives through his tech, insurance brokerages, Insurance podcast, and Philanthropy work.

 

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

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

 

Episode 219: T-E-A-M

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T-ogether E-veryone A-chieves M-ore.

This episode is all about the importance of your team. I dive into the crucial role team meetings play in maintaining consistency and synchronicity within an organization. Sharing the task organizer system that became the glue holding our agency business together and guides listeners through its implementation. I break down the importance of identifying and reminding the team about their ideal client, while also introducing the impactful team member of the month award. Sharing some personal insights and strategies to help agents achieve big steps and take leaps into the future. I cannot stress the importance of effective leadership, urging leaders to work on improving themselves and be the kind of leader others would want to follow.

Highlights:

  • Team meetings are important for cultural alignment and growth. Make sure they are weekly and consistent.
  • Break down of weekly meeting agendas.
  • The goal is to help agents achieve big steps and guide them towards the future.
  • To lead, be someone worth following. Recruit Patriots, not mercenaries. Meetings are essential for team unity.
  • Team meeting focusing on client service reports, reviews, testimonials, and case studies. Read aloud in meeting. Also read promise to clients, team, and communities.
  • Reporting and supporting as a team to prevent business loss is valuable and magical.
  • We want our agency to be healthier than ever.

 

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

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 218: Higher Profits in Your Business with Mike McDonough

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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 areas of insurance. Mike believes in the potential of the insurance market and advises listeners to focus on thriving areas of the industry. Mike encourages taking consistent action and learning from others. You don’t want to miss this valuable episode with Mike McDonough!

 

Highlights:

  • Identifying the biggest pain point for businesses: workers comp. Going in reverse, addressing the biggest pain point first, then moving to other areas like auto and home.
  • How his book helps employers and brokers navigate emotional workers comp claims to save costs.
  • Mailing book to CFOs, receiving positive response, promoting services, advocating for better insurance system.
  • The art of disqualification in business and finding ideal clients.
  • Solving problems is seen as an opportunity for personal growth.
  • Focus on what is working rather than what is failing. Start small and transition into different lines.
  • Don’t stick to old strategies, diversify marketing, and focus on ROI, ROT and ROS.

 

About our Guest:

Mike McDonough is an entrepreneur and owner of McDonough Insurance Services.  Over the last 4 decades, Mike has owned his agency and sold several businesses.

Mike is a speaker, author and educator of insurance. He is known nationally in the Workers Comp Industry.

Mike is a problem solver and over the years has discovered a unique and affective way of helping his clients solve problems mitigating their workplace injuries.  Over the last couple decades, Mike’s clients have saved millions of dollars in overall costs combined. He enjoys helping businesses transform from chaos to certainty building business wealth and growing their bottom line. He recently received his designation as a Qualified Self Insurance Administrator, SIP in California. Having this technical knowledge helps him identifying potential issues that can arise, enabling Mike to review and resolve problems quickly for his clients.

Outside of workers comp, Mike has been married to his beautiful wife Nannette for over 3 decades. They have two children, their son Andrew and their daughter Marina. Mike has many passions including cooking which came from his many years of experience in the hospitality industry. As a sous-chef for major restaurant chains, hotels and as a previous restaurant owner.  Today he enjoys making homemade craft pizza pies for local friends and family. Mike has studied and practiced martial arts for almost 3 decades. If you don’t find Mike in the kitchen baking pizza pies or training in the dojo, you might find him on the local oceans riding his jet ski with his son Andrew. Mike enjoys anything outdoors and anything that has to do with water including bodyboarding, surfing, swimming, boating and fishing. He enjoys music, singing, dancing and live concerts.  He is a real foodie enjoying all different cuisines and types of food. He will always try something once.

Mike is one of 6 children and he enjoys spending time with family. He is loves animals especially his two dogs. If you follow him on social media, you might catch a glimpse of one of his dance videos. He enjoys most sports and traveling whenever possible. The last several years Mike has enjoyed travelling around the country to watch his daughter Marina compete as a college athlete in both women’s cross country and track and field.

His legacy is to make an impact with 10,000 businesses or more in 50 States in a decade or less.

 

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

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 217: The Biggest Leap with Tim Gaspar Part 2

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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 and emphasizing the need for effort and interaction in the physical world. Join us for Part 2 with Tim Gaspar!

Highlights:

  • Building deep, meaningful relationships is the most effective way to prospect and obtain valuable business leads
  • The focus of relationships should be on adding value, with the relationship itself being the reward. Money is a byproduct of these strong relationships.
  • Don’t confuse online connections with genuine relationships.
  • Bad managers are the main reason employees leave, so self-awareness is important.
  • It’s important to be a great coach and see potential in others. Believe in them and they will achieve great things.
  • Building relationships with successful and ethical individuals is rewarding.

 

About our Guest:

In February 2008, Timothy Gaspar founded Gaspar Insurance Services, Inc. As of late 2021 Gaspar Insurance Services is one of the largest independent insurance firms in both Los Angeles City and the San Fernando Valley (as ranked by the LA and SFV business journals). The firm has multiple offices in California, Arizona and New Jersey. Additionally, in 2018, 2019 and 2020 Gaspar Insurance was ranked by Inc. magazine as of the fastest growing companies in America. In late 2021 Timothy sold Gaspar Insurance to Foundation Risk Partners (FRP) for close to $30,000,000. Timothy still runs the Gaspar Insurance Services offices as CEO under the ownership of FRP.

 

Committed to his community, Timothy has been involved with non profits in an around the Los Angeles area of many years. Current organizations and positions include;

  • Discovery Cube Los Angeles, Board Member
  • Metropolitan YMCA of Los Angeles, Board Member
  • West Valley YMCA, Board Member
  • Boys & Girls Club of the West Valley, Former Board Member
  • California State University Northridge Nazarian School of Business. Board Member
  • Timothy Gaspar Entrepreneurship Scholarship at California State University Northridge, Founder

https://gasparinsurance.com/

 

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

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 216: The Keys to the Vault-PPP

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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.

Highlights:

  • Invest in self-improvement, learn from successful people, developed three P’s to reinvent agency and separate teams.
  • Reverse engineer organization around key roles, assign owners for processes, aim for excellence in people and systems to grow business. Promote after getting processes and people right.
  • Three P’s philosophy creates wealth in agency business while impacting lives personally and professionally
  • Check out money-making strategy series and podcasts on UPP Youtube, look for “The Three P’s: Keys to Your Vault” podcast.
  • Access everything from world-class processes to niche marketing in the constantly updated and available vault, promoting and leading your agency to success.

If you want to learn more, please Schedule Your Agency Growth Session (click here) today!

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

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 215: Untapped Revenue for You with Maura Perkins

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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 providing excellent customer service.

Highlights:

  • Maura aims to increase revenue & profitability of clients’ businesses while complying with state laws.
  • With clients asking for extra services but didn’t want to pay she was able to identify a gap in the market for small to medium-sized business HR services, compliance, and support.
  • Sagacious helps with hiring and onboarding employees, employee benefits, policy changes, payroll, workers comp, improvement plans, terminations, and on-site meetings.
  • Effort pays off for Sagacious, a unique offer, and a committed team differentiates them.
  • Maura plans for steady growth and intends to sell the business in 10-15 years, while focusing on commercial and life insurance rather than personal lines or group benefits.

About our Guest:

Maura Perkins, President of Sagacious Insurance Services, is a seasoned insurance broker with 36 years of brokerage experience.  Having worked for a various sized agencies in the past, she had the experience to start her own insurance brokerage with her own business model.  Sagacious Insurance Services began in 2012 offering all lines of insurance to provide a full offering of products to clients.  Many small to medium sized business were asking the agency for HR related support services.  A client need was discovered and Sagacious now offers HR support services to their clients as a Fee for Service model.  This podcast provides information on services agency’s may be performing for free and lend ideas on how your agency can adopt a similar revenue stream.  Are you leaving money on the table?

 

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

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 214: Automate This and Get 5-10x ROI

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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 consistency and reliability. Tune in to master the art of automation and learn how to effortlessly automate tasks using technology.

 

Highlights:

  • Spending a year understanding the industry and saw patterns that led to creating a product to solve common problem.
  • Notifications and claims are pulled from various websites into a standardized format and can be directly plugged into a CRM, while documents are automatically downloaded into management systems.
  • By observing agency workflow Jacob found inefficiencies beyond surface problems and top challenges.
  • How flexibility and versatility of agency integration options for report automation.
  • Can fit into various agency structures.
  • RPA technology can automate tasks through a browser; custom solutions are pricy, but off-the-shelf solutions can be more affordable.
  • Any sized agency can benefit from the service.

 

About our Guest:

Jacob Simon is the founder and CEO of Adapt API.  He has a background in technology, having studied Computer Engineering at the University of Waterloo and worked in startups for over a decade in a wide range of industries.  Adapt API is an automation platform that streamlines servicing for P&C agencies.

[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
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 213: It’s Better to Give Than to Receive with Patty Lares (Encore)

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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.

Highlights:

  • Foraging ahead to start her own business, knocking on doors and handing out flyers
  • The strength of asking for support and investing in yourself
  • Being the first female Hispanic woman to be recognized by Rough Notes Magazine
  • Acquisitions and helping them sustain their legacy
  • Strategies for organic growth

About Our Guest:
Patty Lares is the founder and President of AA Lares Insurance Services, Inc. Starting her insurance career at the age of 16 in Anaheim, CA, Patty has been an active member of the in the insurance community for over 30 years. On October 2, 2000 Ms. Lares opened her own agency. Fast forward 19 years later, Patty is now leading a team of 15 members across two locations.
Recognized as Agency of the Month in 2018 by Rough Notes Magazine and BIG Independent Group’s Professional Agency of the Year in 2016, the AA Lares Insurance team continue to wow their community and push the boundaries from what is expected of insurance brokers and agents in the eyes of insurance carriers and clients. The AA Lares team volunteers monthly at a number of local nonprofits such as March of Dimes, Backpacks for Success, and OC Heart Walk. Ms. Lares has participated in various insurance business groups including the Alliance of Insurance Agents and Brokers, as well as the Unstoppable Profit Producers.
Outside of the office, Patty loves spending time with her family on road trips and at soccer matches. Early morning hikes and motivational audio books are embedded into her daily routine.
Stay connected with Patty and her team by visiting the company website (laresinsurance.com) or social media accounts (@laresinsurance).

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

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/Virtual Events: http://www.uppfaststart.com/
Email [email protected]
Podcast: http://unstoppableprofitpodcast.com
Virtual Training: http://uppfaststart.com
In Person Training: http://beunstoppablebootcamp.com

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