Tag: Insurance

Episode 192: Become a Disciple of Discipline

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Are you proactive or reactive? Do you have your plan for the day or are you just handling whatever is being thrown your way.  One of the greatest tools at your disposal is your ability to “plan you plan”. Set your priorities for the day and move forward with them. You will be surprised by the results it can bring.   Listen as we talk about how this tool has changed everything for Anita and what you can do to implement it into your life.

Highlights:

  • Having this plan your plan sheet is going to make you more disciplined, stop providing excuses and be able to know what your day is going to look like the night before.
  • Utilize technology that works for you to plan your day
  • List your priorities that need to be accomplished today and do these before getting trapped in your inbox and other people’s agendas.
  • This is just not a professional tool but works well with your own personal goals so use it 7 days a week.
  • Learn about the Times Choices Checklist to help you be disciplined in your priorities and your time.

 

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 190: Your Numbers Tell the Truth

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All we want is your higher achievement, your massive success and without knowing your numbers you cannot reach the heights that you deserve.  In this episode, I am going to take you through the importance of getting your numbers together consistency and making them part of your daily habits.  If you don’t know these 8 KPIs of your business, you cannot truly measure its success.

 

Highlights:

  • Have a historical trail of what your revenue and your premiums has been for the last three to five years. These are two very different numbers.
  • Know your number of in-force clients; live clients that have at least one in-force policy with your agency.
  • There are two ways to measure your retention; retention percentage by client or retention percentage by policy.
  • Your best source of new business is referrals.
  • Be aware of the percentage of commercial insurance versus personal insurance versus health insurance (individual or group) versus life insurance.
  • You should have a reconciled profit and loss statement and balance sheet available at your fingertips within the end of the month for the last 60 days.

 

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 189: The Modern Life Insurance Policy with Vytas Skapcevicius and Samuel Howe

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Have you heard of the Living Benefits policy?  This policy has been around for 20 years however the low number of agents that are aware of it is causing it to become the “Modern Life Insurance policy”.  Join me as I talk with Samuel Howe and Vytas Skapcevicius how this important life changing policy is coming more prevalent now than it has ever before and how it can both benefit your clients as well as your agency.

Highlights:

  • The Living Benefits policy is about helping people who are suffering from medical or physical situations that life insurance cannot.
  • This policy is spreading like wildfire through the efforts of the Alliance Group and PNC Insurers like Goodwill Financial, Inc.
  • Too many people do not want to think about life insurance. They buy and think that is enough.
  • PnC Insurers are in the prime position to make their clients aware of this policy. They have that established trust already.

 

About our Guests:

Vytas Skapcevicius

Founder President & CEO of Goodwill Financial, Inc. – Independent Insurance Agency located in Elmhurst, IL since 2005. Vytas earned his bachelor’s degree of Business Administration from Vilnius University Lithuania.

Personal goal – Protect as many people as possible with Living Benefits. Help P&C agents implement Living Benefits life insurance vertical in their agencies.

Mission – Protect Today, Prepare for Tomorrow

Skills: P&C agency management. Life Case Design from small term policy to complex premium finance life cases. Speaks 4 languages.

Loves Kamado grill cooking, world traveler.

Father to two beautiful daughters Emma & Luna.
https://www.goodwillfinancial.com/

Samuel Howe

Samuel Howe serves as the Chief Marketing Officer for Alliance Group, headquartered in the Atlanta, Georgia metro area.  Samuel spends his time traveling around the country speaking to educating as many people as he can about the power of Living Benefits and tax-free retirement strategies.  He has written a book on those subjects, Next-Gen Protection, which has sold close to 10,000 copies to date.

Samuel resides in Atlanta with his wife, Dawn, his two young sons and a Labrador named Luna.

https://www.alliancegrouplife.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 188: Your Largest Asset and You with Carey Wallace

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Carey Wallace of Agency Focus LLC is here to talk about how you as an agency owner, can best prepare for the transition of your agency and some of the biggest misconceptions that people have about transitioning the ownership of an agency. Whether you are just starting out or thinking of moving on to a new adventure, Carey will help provide insight so that you understand the true value of your agency and create plans for that future exit.

Highlights:

  • Not all agencies are created equal. The information you get from other owners may not work for your agency and situation.
  • What are three keyways that an agency owner can best prepare for the transition of their agency?
  • Your agency should be able to run without you behind the helm.
  • Rising interest rates will change what the power is for different buyers
  • The more predictable your agency is, the more valuable it is.
  • The biggest influencer of your agency is its performance.

 

About our Guest:

Over the past 15 years, Carey Wallace has worked with hundreds of independent insurance agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their future. Carey’s strong background in Finance, passion for small business, and experience in building and leading the first data analytics company solely focused on independent insurance agencies give her a unique perspective to help agency owners thrive.

Carey is a Certified Exit Planning Advisor, CEPA, and provides a variety of business consulting services through the company she founded, Agency Focus, LLC.

https://agency-focus.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 187: Brand Building Myth Busters with Selah Hirsch

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Do you understand your brand? Do you know what it is conveying?  A brand is more than a logo, it is a message of who you are as company.  Selah Hirsch is back in the studio to discuss what a brand is, what it is not and demystify some of the myths that keep you from making the most out of your brand.  She is an expert at equipping leaders with the confidence to communicate their value through their brand messaging.

Highlights:

  • The brand is literally built from the culture of a company to an extension of the customer and client experience and that requires the authenticity of the leader.
  • Your brand is infused with three things, strategy, psychology, and creativity
  • Don’t just create a visual guide to your brand but also a verbal one.
  • Branding is a component of referrals, conversions, and retention. A strong brand will have increased ROI.
  • Your brand is comprised of three aspects: Brand messaging, Visual brand, and your customer experience.
  • The best brands that win cater to the unmet needs of their target audience. You will create a tribe of people who will become your raving fans when you’re strategically positioned to serve unmet needs.
  • When building your brand, get a few of your team around from different departments and different generations so that you are getting different perspectives.

 

About our Guest:

Selah Hirsch is a brand builder! As a Brand Strategist through her companyExpress My Brand, Selah specializes in high-impact brand development. Every dayshe works with brands to strengthen the way they talk about what they do, howthey do it, and why it matters.

She brings magnetic energy and vision to help business owners and teams breakthrough the generic and discover their better, bolder brand. Her high-energypresentation style includes powerful stories and hands-on moments, leaving amemorable impression and handles for practical application.

When Selah isn’t building brands, you can find her cheering on her husbandMichael in Ironman triathlon races, volunteering at Loveworks Leadership, and chasing her three high-energy kids around.

https://expressmybrand.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 186: What Are You Thankful For?

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As we move into this thanksgiving weekend, I am joined by three of my amazing teammates, Andrea Wyatt, Anita Hernandez, and Joel McKinley. We wanted to share a special celebration of thankfulness and gratitude with you. It is the unique qualities of you, the UPP Nation, that make our work and our lives special and for that we are grateful.

 

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 185: Your Agency is Worth What? with Jon Persky

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From the time that you launch your business, you need to plan for your exit, whether it be retirement or starting a new chapter in your story.  One of the biggest issues that owners have is knowing the value of their business.  Today’s guest, Jon Persky, is here to discuss the value of your business and what you need to consider when it comes times to sell it.

Highlights:

  • The majority of owner do not know if they can afford to sell their, agency, retire and maintain their current standard of living.
  • You really need to understand what everybody’s attitude is regarding retirement between the owner, the spouse, and the children when it comes to selling the business.
  • When you pinpoint when you want to retire, then you have to work to maximize the value of the business for when you sell it.
  • When selling take into factor how much cash you will end up with, even if they offer stocks based on a percentage of the EBITDA
  • There are considerations to take into account if you are planning to sell the business to your children.
  • The importance of getting outside assistance to value and sell your business

 

About our Guest:

Jon Persky graduated from Duquesne University, holds an MBA in Finance from the University of Pittsburgh, is a Certified Public Accountant, a Certified Insurance Counselor, and a Professional in Human Resources.

He has spent the majority of his professional career in the insurance industry in positions such as Controller, Chief Financial Officer, and Personnel Director. The agencies Jon has been associated with range from a large commercial lines agency to a 35 location non-standard specialty auto agency.

As a national faculty member of the Society of Certified Insurance Counselors for over 20 years, Jon is the Society’s exclusive lecturer on Perpetuations, Mergers & Acquisitions, and Agency valuations. He facilitates these topics as well as many others at Graduate Studies Ruble Seminars and Agency Management Institutes countrywide.

 

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 184: The 3 Cs of Your Agency Success

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Your Culture and Correct Communication are the fundamentals that are needed in order to have a successful agency.  Joel joins me to talk about these 3 Cs and uncover the nine modules that UPP has developed to help you bring these fundamentals to the forefront of your agency.

Highlights:

  • Core values are the heartbeat of your business. They define who you are, what you stand for, and what you won’t stand for.
  • You have to use caution that you are not over communicating causing message burnout.
  • Culture is the key to building a customer focused culture.
  • What are you doing it as an agency owner, to share the value of independent learning with your team?
  • Design your interview questions in the manner that can get the right people into your culture.
  • Motivation is external but you should be doing it in a way that increases their own internal drive.
  • You set the bar for what’s acceptable and what’s not acceptable. Your team is always watching how you hold yourself and others accountable.
  • We highlight some books that the avid learner and leader should check out to build your agency culture.

 

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 183: Speaking the Same Language with Billy R. Williams, PhD

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Do you feel that you have different roles and responsibilities than other agency counterparts? Are you consistent in your expectations and strategies so that everybody within your agency is speaking the same language?

In this episode, I am talking to long time Insurance Entrepreneur and Mentor, Billy R. Williams, PhD. Billy joins me to discuss being a jack of all trades, time blocking, and most importantly, consistency. If you feel you need clarity on what you, as the CEO of an insurance agency, should be focusing on, we outline the three primary roles you should be doing.

Highlights:

  • You can’t be average or good at things that generate 1000s. You have to be great at something that generates millions.
  • A niche means something that is so specific and so unique, that you become an expert in it.
  • Discover the four things that you need to consistent in that will allows your team to be on the same page
  • There are eight different areas that you want to fulfill in your agency and you need to fill these KPI defined roles with the right people.
  • It is too easy to get caught up in admin work as it is emotional based and leads you away from the work you should be doing.
  • If you are not time blocking you will not have time to do the things that you need to do.
  • If it is important it should be done in the morning.
  • Don’t miss Billy’s big tip on processes that you want to make sure you are utilizing.

About our Guest:

Billy R. Williams, PhD – CEO of the Williams Family Investment Group and President of Inspire a Nation Business Mentoring Services.

Dr. Billy R Williams is the founder and president of Inspire a Nation Business Mentoring Services and CEO of the Williams Family Investment Group; a group of more than 150 partner agencies that produce over a billion dollars a year in new and renewal insurance premiums.

The Williams Family Investment Group also has investments in technology and services that support the Insurance industry

https://www.inspireanation.org/

https://www.facebook.com/WFIgroup/

https://www.facebook.com/drbillyrwilliams/

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

 

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 182: The Vault Revealed

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Back by popular demand, Joel joins me again this time for a share and tell session about things going on inside of the UPP circles.  Listen as we talk about onboarding, leadership, culture and designing your ideal client.  And if that is not enough, we are going to share a secret that we have never publicly disclosed before!

Highlights:

  • At the interviewing table is where the war for marketplace talent is won.
  • It’s leadership not “like”ership. You team will like you when you do what’s right for them and the agency.
  • Culture is the invisible architecture of your business.
  • If you can’t repeat your KPIs at any moment, then you are not paying enough attention to them.
  • You can multitask but you cannot multi focus.
  • Who are you going to promote to if you don’t know who you’re sending it out to?
  • After you bring in a new client, you should welcome them like nobody else’s business.
  • What does UPP have to that is specifically designed for you to make you stand out from everyone else in the marketplace?

 

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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