Tag: Unstoppable Profit Podcast

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

Episode 212: Inside The Circle

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All things AI today as I speak with Torey Maerz the co-founder of Rocket Referrals turned Client Circle. We explore how AI can be used to better personal communication for companies while still keeping the human touch. Torey shares with us his personal story and how it shaped their company’s values, emphasizing the importance of putting people at the forefront. We also dive deeper into the evolution of Rocket Referrals to Client Circle and their comprehensive communication platform for the entire client experience. Join us as we explore the future of AI and creating a fully automated hands-off process from website form to sold policy.

 

Highlights: 

  • Torey shares about his company’s ten-year journey with their brother, wanting to make a big difference.
  • Rocket Referrals name change to Client Circle to reflect their evolution from a referral generation platform to a comprehensive communication platform for the customer experience.
  • Client Circle built a Journeys product to help visualize and define customer paths, and also integrated their website-building process to work with Journeys product.
  • Referral algorithm branded as Circle AI uses AI to find people likely to recommend. OpenAI combined to create something unique. Excited and nervous about it.
  • AI will continue to grow and be a tool to bring out greatness. It won’t replace human interaction. 

 

About the Guest:

Torey co-founded ClientCircle with his brother, Carl Maerz. Throughout his career, Torey has spent 20+ years building software and leading technology teams in a variety of businesses across a range of industries—from education to asset management.

 

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 211: 8 to 1 ROI First Year

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How do you guarantee an 8 to 1 ROI in your first year?  It is all about the clients.

Join me as I share my insights on the importance of client nurturing programs and analytics to maintain positive relationships. There is significant importance in delivering on promises, gratitude, community giving, and education about insurance coverage. I also talk about our six-step referral checklist and the strategies needed to operate a formalized referral program that you are not going to want to miss.

Highlights:

  • Having a systematic client nurturing program and back-end analytics program is crucial as it can lead to 80,000 opportunities from 800 clients who know 100 people each.
  • Customer referrals are a result of how you deliver service. So, deliver as promised every time.
  • Utilize a referral checklist that includes calling the people that referred to you as well.
  • Reach out to your clients monthly. Build those relationships with a focus on gratitude.
  • Every phone call is an opportunity. Every email is an opportunity. Every text message is an opportunity. Every communication is an opportunity.
  • Discover each of the steps that UPP utilizes in their six-step referral checklist.
  • Is the lack of consistency holding you back?

 

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 210: The Biggest Leap with Tim Gaspar

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Are you ready to take not just the big leap but the biggest one?

I am excited to sit down with author and entrepreneur, Tim Gaspar, founder of the Gaspar Insurance Services, Inc.  Listen in as we discuss the importance of passion and authenticity in entrepreneurship. Tim shares the key to his success and the importance of being intentional about the types of clients you attract and work with. We also delve into the importance of learning, infrastructure, and systems in growing a successful business. Tim also talks about his new book, which aims to provide a guide for building successful insurance agencies regardless of location or starting point.

Highlights:

  • Anyone has the ability to build a successful agency regardless of location or background
  • Invest in learning to improve skills and incorporate new ideas consistently for growth.
  • Passion is vital for entrepreneurs as it keeps them going through challenges and setbacks and is necessary to overcome obstacles in business.
  • Consistency and the drive to win are also key components to a successful business.
  • Take time to listen to customers even if it won’t result in a sale. This shows true professionalism.
  • Over-servicing small clients can result in under-servicing big clients who generate the majority of the agency’s revenue.
  • Specializing in a particular field increases profitability, efficiency, and creates a competitive advantage. It also leads to better business valuation.
  • Building an agency based on relationships is crucial for success and creates a flywheel effect, while relying solely on buying leads or SEO can turn a business into a commodity.
  • To succeed as an entrepreneur, you need to find and retain A players who share your vision and work ethic.
  • Being an authentic leader and valuing your team members is essential for their continued loyalty and success.
  • Growing a business without scaling technology and infrastructure can be detrimental.

 

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 209: What is Your Ironman?

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What does the Ironman have to do with insurance?  More than you may think.

I sit down with Matt Crismore as he shares the challenges he faced while training for a full Ironman, emphasizing the importance of coaching to save time and energy, provide encouragement and validation, and gain expert knowledge from industry professionals. Discover how accountability and coaching can help you achieve your goals, no matter how big or small.

Don’t miss this powerful conversation with Matt and get inspired to find your own Ironman in business and life.

Highlights:

  • The message from the top of the stairs: start young and get bigger.
  • Coaching is a huge leverage of your time between encouragement, feedback and accountability.
  • We rise to the level of friendships and competition that we surround ourselves with.
  • When faced with adversity, find somebody that is doing it well and has faced those challenges at a higher level.
  • Dream it big. You can achieve that goal. It’s going to take hard work and maybe a couch but just put all your passion into it to succeed.
  • It’s better to win together than to win alone.

 

About our Guest:

Matt Crismore was born and raised in central Illinois and graduated from Missouri State University in 2002. He is a long time resident of Webster Groves, MO, where he lives with his wife and two boys.  Matt started his career in the mortgage industry, but soon after found his calling in the insurance side of things.  The Crismore Agency was founded in 2009.  Since then, it has been his passion to grow the agency with an emphasis on helping buyers through the home purchase process providing homeowners insurance.  Personally, Matt enjoys family time, travel, cooking and all things outdoors.

https://crismoreinsurance.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 205: A Glimpse Inside

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Have you been wondering what other high performing Unstoppable Agents have been doing to create their success. This week, Joel McKinley and I take you behind the scenes and into the trenches to discuss some of the strategies that are being implemented today.  From Vision Organizing to training to social proof, you are not going to want to miss some of these approaches that can help you gain the success you want and the freedom you deserve.

Highlights:

  • Creating a Vision Organizer and using it to reverse engineer your goals for the next three years.
  • Hard markets are a reality, but you can use it as an opportunity to write more business.
  • Set aside time for your staff to train and breathe to offer better service.
  • Utilize your social proof as action to why people refer others to you.
  • Creating daily habits to keep your skill sets sharp.
  • ‘The goal is not to do business with everybody who needs what you have. The goal is to do business with people who believe what you believe.” – Simon Sinek
  • Find an accountability partner to ensure that you are performing at the level that you are preparing 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 204: Endless Opportunities with LeO

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“Say goodbye to the time-consuming and costly prospecting and cross-selling workflows of the past!”

This week I am very excited to sit down with Liri Halperin Segal, the CEO and Founder of Le0 and her VP of Sales, Scott Angel.  Listen as we delve into the next generation of insuretech that incorporates AI in order to allow you to quickly and intuitively generate prospect lists, onboard new producers and even run cross-selling reports in seconds.  Looking to up-level your technology? Then you are not going to want to miss this episode.

 

Highlights:

  • LeO is prospecting tool with over 40 million prospects combined with insurance data intelligence.
  • LeO builds you a list of prospects that are relevant for you, according to your book of business or according to your latest searches.
  • Integrated with Natural Language Processing, LeO can be used as a mobile approach to quickly search areas and connect with prospects on the go.
  • Although the ROI can vary per size of agency, there has been an average of $30,000 per year per producer.
  • New features in development are knowing your referral relationships in the market at a prospecting level, and taking pictures of building to find out what companies are in there while generating your prospect list.
  • Producers don’t like entering data into a system. As you use LeO it produces that data for you so that you don’t have to type anything and you don’t have to go looking for it.

 

About our Guests:

Liri Halperin Segal is a successful entrepreneur and insurtech leader, currently serving as the CEO and Co-Founder of LeO. Her company LeO offers an AI-powered platform that automates sales for the insurance industry.

Liri has extensive experience in the insurtech space and is a frequent writer for leading publications and a speaker at industry events. She was recognized as a top insurtech leader by ACORD. Liri is also the co-founder of P51 forum, which aims to promote and increase diversity in workplace environments. She was invited to speak about her work at the United Nations and in the library of Congress in Washington D.C.

 

Scott Angel is a highly experienced sales professional with a successful track record in building and restructuring sales teams and improving business processes over the course of a 25-year career.

He has also gained extensive knowledge of the insurance industry through his work, including a seven-year stint at Vertafore, and comes from a family with a background in brokerage services.

Scott is passionate about helping others achieve organic growth within their agencies, which makes him a valuable resource for others looking to expand their businesses or improve their sales strategies.

Interested in LeO?  Request a demo at https://www.meetleo.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 203: Extraordinary Opportunity with David Bush

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David Bush “empowers success seekers to live their dreams and change their world by coaching them to overcome the barriers they face to achieve extraordinary results in every area of their lives.”
Join me as I sit down with David to discuss the importance of nourishing your mindset, coaching as an invaluable resource, and the barriers that stop people from achieving your dreams.  If you are stuck getting yourself to the next level in both your business and in life, then you are not going to want to miss this episode.

 

Highlights:

  • Re-identify your priorities as your family is your number one referral source and your number one client in life.
  • David wants to leave his legacy knowing that he led a life spent awakening people and connecting people to the resources, the idea, the tools, the strategies, and the people doing extraordinary things.
  • Discover the four major barriers that may be stopping you from achieving your dreams and goals.
  • O P P O R T U N I T Y I S N O W H E R E – How you read this may say a lot about your personal framework.
  • Coaching gives you different directions to go around a barrier that you may have not seen before.
  • Discover David’s overview for the acronym of LEADER; the six commitments to live an extraordinary life.
  • “On the other side of those failures is that success if you’re willing to cross that bridge”

 

About our Guest:

David Bush, Author, Speaker and Extraordinary Results Coach

Through his coaching and motivational speaking, David inspires entrepreneurial leaders to design and live extraordinary lives. His passion for developing exceptional leaders and high performance teams translates into a high energy and powerful message that empowers individuals to live their dreams and change their world.

David’s captivating message and coaching system on how ordinary people can live extraordinary lives has become a life operating system for many influential leaders.

With a unique blend of humor, insightful storytelling and take-home success strategies, David guides leaders on an inspiring ride and he challenges them to get out of their COMFORT CAVES and become extraordinary CLIFF CLIMBERS in everything they do.

Top industry leaders from across the nation have called on David to coach them and their teams to extraordinary levels of success and significance.

https://theextraordinarylife.com/

Find him on:

Facebook | LinkedIn | Instagram | Twitter | YouTube

 

 

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 202: Cloning Your Clients (Part 2) with Kevin Donlin

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I am excited to have Kevin Donlin back to continue our conversation about client attraction and retention.   If you missed our last episode with Kevin, please go back to Episode 199 for more golden nuggets.
In part 2 of our conversation, Kevin and I discuss continued business growth and retention strategies through personal connection, technology, and recognition.   Learn the importance of newsletters, niche market strategies and effective endorsement letters for sales.  This episode is packed with information that you are not going to want to miss.

Highlights:

  • Retention is a form of connection and the best way to do that is to connect with your client in a personal way.
  • Using technology to keep notes on your customers so that you can connect with them on a personal level will help you set yourself apart.
  • Put about 50 to 70% personal information in the newsletter and about 20 to 30% about your industry.
  • Get your clients’ names in your newsletter as a form of recognition. Create your own form of People magazine.ds
  • Utilize “Funnel Vision”, pull ideas from other industries to attract and retain clients.
  • Pick a niche that not only highlights who you are going after but your unique qualification as well.
  • Client testimonials, success stories or even tragedies (with consent of course) can help you share the importance of insurance and generate sales

 

About our Guest:

Kevin Donlin has been involved in marketing since 1994, when he sold one of the first ebooks online, payable by check and you had to mail it to a post office box. That was e-commerce in the beginning!

From 1995 to 1998, he was Webmaster for FedEx.com, where he worked with the pioneers of online marketing.

Since 1998, he’s been a copywriter and marketing advisor for clients in North America, delivering sales gains of more than $1 million on multiple occasions with direct mail and online marketing.

He’s been interviewed by ABC-TV in Detroit, Fox and NBC News in Minneapolis, CBS Radio in Los Angeles and New York, The Wall Street Journal, New York Times, Fortune magazine, Entrepreneur magazine, and too many others to list here.

He’s the author or co-author of 5 books on marketing, and he’s joining us today to share some of his latest tips and tactics to grow your insurance agency.

https://clientcloningsystems.com/

Free Client Cloning Kit: https://clientcloningsystems.com/free-kit/

 

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 201: Implementer of the Year Shares Her Secrets with Erin Neill

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Implementing the three P’s, (People, Process and Promotion) in the best ways to continue to grow her agency, create wealth, and have more freedom, won Erin Neill the audience vote for Implementer of the Year. Listen in as Erin shares some of the strategies she used to achieve her goal do writing a million dollars in new business premiums and create processes for her team and clients to access information effectively and efficiently.

Highlights:

  • Developing a Silver, Gold, and VIP client segmentation to determine where to focus.
  • Sending gifts to clients based on their designations in order to encourage referrals.
  • Utilizing a handwritten note to individuals with insurance licenses to draw them into her award-winning agency.
  • Pulling inspiration from Bill Butler, Erin created her own intranet that has become a great source for her team and freed up her time to focus on other things.
  • The benefit of being a member of the platinum coaching and the wealth of information garnered from mastermind members.

About Erin:

“Hi! I’m Erin Neill, the principal agent and owner of Hanby Insurance. I began my career in 1999 at a Nationwide Insurance agency in Garland, Texas. Born and raised in the Dallas area. I am a proud Texan! I have traced my Texas roots back to 1853 when my family first came to the Rockwall area. When I am not in the office I enjoy spending time with my husband, Jeremy Neill, and our two daughters, Charlee and Georgia. We enjoy traveling as a family, Walt Disney World is one of our favorite destinations. I am also passionate about serving the local community. I currently serve on the board of directors for Meals on Wheels Senior Services of Rockwall County and I am a member of Soroptimist International of Rockwall, a women’s organization that is dedicated to improving the life of women and girls throughout the world.”

https://hanbyinsurance.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

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