Tag: Goals

Episode 239: Bringing It All Together with ‘Implementer of the Year’ Finalist Vanessa Kimball

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Today’s episode I have a special guest joining us – Vanessa Kimball, an agency founder and entrepreneur in the insurance industry. With over 30 years of experience and as a finalist for the Implementer of the Year award, Vanessa is here to share valuable insights and strategies for success. Her planning process for the next year has already begun, with each salesperson creating a list of things to do. Vanessa also highlights the agency’s desire to be more involved in the community, connecting with their clients on a deeper level. We dive into various aspects of Vanessa’s agency, Kimball Insurance. From the implementation of automation to better serve customers to the importance of relationships in the insurance industry. Vanessa also shares how her team utilizes video proposals, onboarding videos, and CRM software to enhance client experiences. Let’s continue to learn and grow together.

Highlights:

  • Teams have a sheet for discussing concerns and clarifications, set by staff.
  • Implementing quarterly staff meetings instead of individual ones to discuss agency updates.
  • Setting the vision is important. Being able to complete the vision organizer process helps set the vision for the future.
  • Follow processes, discuss goals, and create a roadmap.
  • Finding video proposals useful for communicating due to time differences. New hires will also be trained for video proposals.
  • Leading by example, sharing your own experience. Good leadership.
  • Automated customer contact leads to an increased response rate.

About Vanessa Kimball:

Vanessa Kimball, CIC, CISR Founder, Owner, and CEO, Kimball Insurance, The Kimball Group

Vanessa was 2023 UPP Implementer of the Year Finalist

Vanessa Kimball stands as a prominent figure in the insurance industry, embodying the roles of Founder, Owner, and CEO at Kimball Insurance, part of The Kimball Group. Her distinguished credentials, Certified Insurance Counselor (CIC) and Certified Insurance Service Representative (CISR), highlight her extensive expertise and commitment to the field.

Under Vanessa’s leadership, Kimball Insurance has grown into a reputable and trusted entity within The Woodlands, TX. Her entrepreneurial spirit and strategic vision have been central to the company’s success, focusing on delivering exceptional insurance services tailored to the diverse needs of their clients.

Vanessa’s journey in the insurance sector is marked by a deep understanding of the intricacies of insurance policies and an unwavering dedication to client service. This combination of knowledge and passion for customer satisfaction has established her as a respected leader in her community.

Her professional profile, which can be explored in more depth on platforms like LinkedIn, showcases her journey and achievements in the industry. Vanessa’s approach to business is client-centered, ensuring that every aspect of Kimball Insurance is aligned with the goal of providing comprehensive, reliable, and personalized insurance solutions.

As a thought leader and innovator, Vanessa continues to drive her company forward, adapting to the ever-evolving landscape of the insurance world while maintaining the high standards of service and integrity that Kimball Insurance is known for.

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

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

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

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 237: Leadership Lessons in Controlled Chaos with Oak McCulloch LTC U.S. Army (Retired) – Part 2

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Welcome back guest Oakland McCulloch, a retired Lieutenant Colonel and author of the book “Your Leadership Legacy: Becoming the Leader You Were Meant to Be”. After an overwhelming request, I knew I had to bring Oak in for another discussion. Today we break down the topics of conducting effective meetings, dealing with change, and effective communication. Whether you’re a leader in the military, a business owner, or simply someone looking to enhance your leadership skills, this episode is packed with valuable insights and actionable tips. So, sit back, relax, and get ready to level up your leadership game. Let’s dive in!

Highlights:

  • Remaining calm in difficult situations is vital for leading others.
  • The importance of effective team meetings and how leaders can improve them.
  • Have an agenda in advance & and set time limits for better meetings.
  • Don’t fear change when put in charge of an organization. Make changes gradually and assert your leadership.
  • Leaders must anticipate and adapt to future changes for continued success, rather than reacting to change.
  • It is important to communicate concisely and clearly. Communicate face-to-face for clarity and understanding.
  • Improved communication and team bonding through in-person interactions.

About Oak McCulloch Lieutenant Colonel U.S. Army (Retired):

Oakland McCulloch was born in Loudon, Tennessee and raised in Kirkland, Illinois. After graduating from high school, he attended the United States Military Academy at West Point for two years. He then graduated from Northern Illinois University and received his commission as an Infantry Officer through the Reserve Officer Training Course in 1986.

In his 23-year career in the Army Oak McCulloch held numerous leadership positions in the Infantry and Armor branches. He assisted in disaster relief operations for Hurricane HUGO in Charleston, South Carolina and Hurricane ANDREW in south Florida. His operational deployments include Operation Desert Shield/Desert Storm in Saudi Arabia and Iraq, Peace Enforcement Operations in Bosnia and Peace Keeping Operations in Kosovo. He held numerous instructor positions at the US Army Ordnance School, the US Army Command and General Staff College, the Australian Command and Staff College and the University of South Alabama. His last position in the Army was a three-year tour as the Professor of Military Science at the University of South Alabama where he led the training and commissioning of Lieutenants and tripled the size of the program in his three-year tour.

LTC McCulloch retired from the Army in September 2009 with over 23 years of active service and joined the staff at the Bay Area Food Bank as the Associate Director during the BP oil spill in the Gulf of Mexico. He was also the Vice Chair for Military Affairs on the Mobile Area Chamber of Commerce and a member of the Mobile Rotary International Club. He left the food bank in December 2010 to become the Recruiting Officer for the Eagle Battalion Army ROTC program at Embry-Riddle Aeronautical University. In his 15 years as the Recruiting Officer, he grew the program at Stetson University from 15 Cadets to over 100 Cadets and he more than doubled the size of the Eagle Battalion. Cadet Command selected Oak as the top recruiting officer, out of 274 recruiters, for 2019. In his 15 years of working with Army ROTC he was involved in the commissioning of over 550 Lieutenants for the United States Army.

In February 2021 LTC Oak McCulloch published his first book – “Your Leadership Legacy: Becoming the Leader You Were Meant to Be”.

LTC McCulloch earned a Bachelor of Science degree in History from Northern Illinois University in 1987 and a Master of Military Arts and Science in Leadership and History from the United States Army Command and General Staff College in 2002. He received thirty-one military service awards including the Bronze Star, eight Meritorious Service Medals and the Humanitarian Service Medal.

LTC Oak McCulloch is married to the former Kelly Smyth of Wauconda, Illinois. They were married at Fort Sheridan, Illinois in 1987 and they have two children, Oakland Vincent McCulloch and Caileigh Nicholson. They also have a granddaughter, Ryleigh Jade Nicholson and two grandsons Christopher Bryce Nicholson and Oakland Maverick McCulloch.

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

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

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

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

 

Episode 161: Accountability Breeds Responsibility

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At UPP we coach leaders through the skills of recruiting, interviewing, hiring, onboarding, training, motivation, and one of the most important skills, accountability. When you have accountability, you have responsibility. I am going to focus mainly on personal accountability; however, you can take these strategies that I am going to give you and build them for your team and organizational accountability as well.

Key Takeaways:

  • When you build accountability into your world and into your life, into your daily habits, it will change everything for you forever
  • There are no limits. The only limitations that you have are those that you make for yourself in your mind and this self-accountability will help you reach beyond that.
  • Find an Accountability Partner to help you stay focused on being accountable for what you set out to do and what you said you were going to do
  • Set three top goals for the day, the week, the month, and the quarter and make them all interrelated.
  • An Accountably Partner should be as committed as you are, 100% willing to do the work, and 100% trustworthy.

 

Resource Mentioned:

Living Your Best Year Ever -Published by Darren Hardy

 

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]

Episode 143: New Team Member Reveals All with Anita Hernandez

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You have all heard me talk many times about the importance of your team, hiring the right people, and having everybody working towards the common vision of the agency.  And you may also wonder if I actually walk the talk. If you have, then you will want to stay tuned.

I am excited to introduce you to one of our newest members of the UPP team, Anita Hernandez.  Anita was excited to come on and share the lessons that she has learned on her journey through the interview, the onboarding process, and her training within the UPP organization.

Highlights:

  • How an introduction from a vendor lead to a connection that led to an unexpected opportunity
  • The interview left Anita feeling that she was being listened to and engaged in the process
  • Anita’s impression of going through the process of interviews and profile for personality and fit and how it helped her understand her own self
  • The question that made Anita realize how important it was to her as an employer
  • How the energy of UPP spoke to her as a person and from a business perspective
  • The support and strength she feels to create something worthwhile at UPP
  • Feeling supported to access resources to help her grow and develop her skills further
  • Anita shares her experience of the working interview process.
  • The importance in finding what really motivates you in your position within the position you are in

 

Resources Mentioned
Sign up for virtual training at http://uppfaststart.com

Become Unstoppable: http://beunstoppablebootcamp.com

About My Guest:

Anita Hernandez is the newest UPP team member!

Her successful experience as Co-Founder of Nita Media LLC, where she specializes in Marketing and Video Production, has prepared her well for this role.

A strong believer in the power of positive thinking in the workplace (and life!), Anita is always mentally creating content and has a tight grip on capturing the essence of pure moments. Find Anita enjoying a good Netflix binge, on the volleyball court, or catching a plane while traveling the world.

 

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]

Episode 98: The Winning Mindset (Encore)

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If you were to ask me today what is the number one thing we need to make sure you are on game all the time, that answer would and always will be, the winning mindset.  There is nothing we need more to lead ourselves, our teams, and our customers into achieving our goals and beyond.

Highlights:

  • It is the power of action that will lead you to your next win
  • Using your momentum to gain more forward strides and lead with confidence
  • The formula of momentum; attitude, atmosphere, accomplishment
  • Discovering what is holding you back from achieving your goals
  • Tips on how to continue to feed your heart and mind
  • Answering the greatest leadership question of them all – “Would I follow me?”

 

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]

Episode 80: Team Motivation is like Bathing… It’s Recommended Daily

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A properly motivated team will propel your agency forwards to previously unattainable goals.   This week, I discuss a topic that is talked about frequently in UPP circles and realized with my work over North America, that this valuable facet is often being missed or not utilized enough.

Highlights:

  • The importance of spontaneity in motivation
  • The Law of Reciprocity
  • Getting to know your newest team members and their motivations
  • What it means to “Inspire”
  • Celebrating your team members
  • Examples of how UPP motivates its team members

 

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]

Episode 77: Check Your Scoreboard

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Numbers don’t lie!  In any business, you need to know your numbers.  What are your attraction and retention rates?  Are you meeting the expectations of your goals?  Today I am going to share my journey to use our numbers to create our scoreboards as well as how it relates to the core values of our agency.

Highlights:

  • The “Reinvent and Learn a Lesson” cycle for success
  • Set up regular meetings with your leadership to discuss your weekly measurables
  • Determining your Policy per New Client Count
  • Grow your team and ensure everybody knows the core values
  • Developing scorecards for different divisions, how it works and the incentives behind it

WANT MORE…

Many agents have asked us this year….. “What are the three P’s anyway and how does this affect my agency? “ … that’s a great question and our goal is to always deliver in a BIG WAY.

Join us for the All New Virtual One Full Day Unstoppable Profit Producer Fast Start Event, where you will get Mike’s Proven 3 Step Blueprint to Explode Your Profits. This full one day session, we will dive deep into People, Processes and Promotion and exactly how all this can be implemented in an agency to cause growth, wealth and all more freedom is now reality!

LIMITED SPACE – Grab Your Seat Today: www.UPPFastStart.com

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

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

PS Here’s What Others Have To Say About Mike Stromsoe And The Unstoppable Profit Producer Programs:

Episode 59: Special Guest David Rodgers

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David Rodgers is my guest today.  David is an organizational consultant, an executive coach and a strategy execution specialist to name a few of his many roles.   Join us as we delve into:

  • The Personal Accountability Model: when everything goes well it is easy to hold accountability but when they go wrong, people feel overwhelmed and ignore what needs to be done.
  • Alignment and Execution: Looking at what is happening and discussing how to work towards those goals
  • When does ‘painting the picture” for your employees begin to devalue them
  • Anticipating, planning, and adapting to changes.

 

About My Guest:

For 25 years, David Rodgers has specialized in what he loves – assisting top-level teams and leaders to identify and implement their optimal company cultures and build executive, middle manager, and functional teams that produce and sustain rapid breakthrough results. Prior to joining IMPAQ, he held operational leadership roles in manufacturing, product development, marketing, and program management. This became his foundation for the practical, down-to-earth consulting services and coaching he provides. His passion is helping people succeed beyond what they imagined possible…

As both a contributing developer and implementer of B STATE Team Accountability Systems, Leadership Solutions, and Employee Engagement, he has worked with a wide range of clients including Michelin, Cedars-Sinai Medical Center, Kaiser Permanente, Apple Computer, Experian, Chevron, Shell Oil, Pacific Bell, Pacific Gas & Electric, and the United States Navy.

To find out more about David visit:

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

https://bstate.com/

 

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

Gratefully,

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

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