All Episodes
Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe — 335 episodes
Episode 335: Get Obsessed With Your Clients
Episode 334: Automation Without Documentation Creates Chaos
Episode 333: Who's Serving Your Clients
Episode 332: Your Leadership Team Isn't Aligned - It's Co-Existing
Episode 331: The Hidden Formula Behind Every Scaling Agency
Episode 330: You Don't Have A Marketing Problem - You Have A Conversion Problem
Episode 329: The Ceiling Isn't Motivation, It's Math
Episode 328: Is Your Agency AI Ready
Episode 327: The 3 Rules of Your Agency Profitability
Episode 326: Know Your Numbers Or Pay The Price With Denise Nelson
Episode 325: What's Hiring Look Like in the World of AI
Episode 324: Your Team Isn't Overwhelmed - They're Under-Directed
Episode 323: Automation That Actually Gets Used
Episode 322: When Technology Does The Work Of Machines, People Finally Get To Do The Work Of Humans
Episode 321: Why Accountability is Critical to Scale Your Insurance Agency with Joel McKinley
Episode 320: Your Pipeline Is Not Real
Episode 319: Accountability Without Drama
Episode 318: Leading When You Are The Bottleneck with Natty Lewis
Episode 317: You Don’t Need More Tools - You Need Less Fragmentation
Episode 316: Leaky Bucket... Retention Is Quietly Killing Your Growth
Episode 315: The Producer Problem - Why Activity Doesn't Equal Revenue
Episode 314: Why Generalists Fail in Insurance: The Power of Niche Specialization
Episode 313: Your Agency Is Successful... and Stuck
Episode 312: Win Win Win with Elevate Teams with Dominic Piccirillo
Episode 311: Machines Remove Friction. Leaders Design Capacity. Humans Build Trust.
Episode 310: Transition from Operator to Entrepreneurial Owner
Episode 309: You’re Not Behind. You Just Can’t See It.
Episode 308: Clarity Over Speed: The Key to Scaling Insurance Agencies
Episode 307: The UPPOnyx Agency Operating System
Episode 306: D’s Get The Greens with Justin Goodman of Total CSR
Episode 305: Imagine ….
Episode 304: Price Guarantee for Insurance Premiums Using Data and Tech with Dylan DiMarchi
Episode 303: Scale Like Never Before
Episode 302: Unleash Your Team’s Secret Weapon to Scale Your Business with Ashley Harwood
Episode 301: How Your Team Takes Ownership For Their Agency Role with Joel McKinley
Episode 300: Lead Your People to Greatness and More Money with Natty Lewis
Episode 299: Roadmap to AI Freedom and Success with Daniel Metcalf
Episode 298: Smart Agents, Smarter Back Office with Chris Paradiso
Episode 297: Easier Money in Your Bank Account with Ray Huang of Canopy Connect
Episode 296: Your Online Presence
Episode 295: Building an AI-First Agency with Erik Jensen
Episode 294: Accelerating the Speed of Trust with Ryan Hanley
Episode 293: Harnessing AI for Growth with Daniel Metcalf
Episode 292: 70% FREE Time Efficiency for Your Team with Carl Ziade of Gaya.ai
Episode 291: AI Coworkers for Your Agency with Vishal Rohra
Episode 290: Power of Three Book Unleashed
Episode 289: AI – Tech and More – NO Decision is a Decision with Rob Bowen
Episode 288: Preparation is Separation
Episode 287: Get Your Clients Front Door Open with Austin Moorhead
Episode 286: High Performing Agency Teams with Laura Hicks
Episode 285: The BIGGEST of your Big 3 Marketing Strategies
Episode 284: How to Actually Get Shitake Done with Joel McKinley
Episode 283: Imagine….12/31/2025
Episode 282: 7 Doors Niche to Leads Multiple 7 Figures with Russ Castle
Episode 281: Solving Their Problem Leads to 4X Profits with Jesse Parenti
Episode 280: Food, Faith and Family Leads to Shawsome with Susan Shaw
Episode 279: Never Give Up. Never Quit with Travis Mills
Episode 278: The Positive Opportunity with David Brush and Nancy Mendizabal
Episode 277: People Come First
Episode 276: Breakthrough Mentality with Bill Butler
Episode 275: Why You MUST Monitor Your Online Presence
Episode 274: You’ll Be Safe Until You Live With Jim Cathcart (Encore)
Episode 273: Power of Three
Episode 272: New Revenue Streams with Lynnette Wood
Episode 271: T-E-A-M (Encore)
Episode 270: Your Independence Fuels Your Freedom with Joel McKinley
Episode 269: The Biggest Risk Is Not Taking Any with Chad Hufford
Episode 268: The People Side of Business with Frank Favaro
Episode 267: Don’t Hide Behind The Shadows with Donna Serdula
Episode 266: Never Lose Again – Part 2 – with Joey Coleman
Episode 265: Never Lose Again – Part 1 – with Joey Coleman
Episode 264: Why You Should Launch YOUR Podcast
Episode 263: ACTION with Terren Moore (Encore)
Episode 262: Why Masterminds Change the Game with Russ Castle
Episode 261: Finding Your Right Routine with Joel McKinley
Episode 260: Celebrate the WorkAVersary of your Number One Customer
Episode 259: The 5 P’s To Hiring The Best
Episode 258: The Untapped Goldmine at Rough Notes with Walter J. Gdowski
Episode 257: Mike’s Top 10 from 2024 UPP Spring Mastermind
Episode 256: Connecting the Dots in Your Agency with Agency Pointe
Episode 255: Mastering the Skill of Trust with Angus Reid
Episode 254: Elevating The Client Experience with Richard Weylman
Episode 253: Turn Your Agency from Streetwise to Saleswise
Episode 252: You’ll Be Safe Until You Live With Jim Cathcart
Episode 251: How to Take Ownership of Critical Change Part 2 With Dr. David Rodgers
Episode 250: How to Take Ownership of Critical Change Part 1 With Dr. David Rodgers
Episode 249: 2 Billion Through True Business Partnerships with David Gabrielsen of Capital Premium Finance
Episode 248: The Implementer of the Year Maura Perkins
Episode 247: Job Descriptions and Leading Your Team
Episode 246: Your Core Values Define Your Agency
Episode 245: What DO You Have To Sell with Christos Provistalis (Encore)
Episode 244: Guarding Your Book With Purpose with Lynnette Wood
Episode 243: Your Most Incredible Year Ever!!
Episode 242: Using Data to Power Your Agency Profit with Sherif Gemayel
Episode 241: Your Client Experience Drives Your Profit – With Thomas Mann of Aureus Analytics
Episode 240: Speaking Your Future Into Existence Through Accountability with Podcast Partner Joel McKinley
Episode 239: Bringing It All Together with ‘Implementer of the Year’ Finalist Vanessa Kimball
Episode 238: A Lover of People – ‘Implementer of the Year’ Finalist Terren Moore
Episode 237: Leadership Lessons in Controlled Chaos with Oak McCulloch LTC U.S. Army (Retired) – Part 2
Episode 236: What Do You Focus On? with Ryan Hanley
Episode 235: Leadership Lessons in Controlled Chaos with Oak McCulloch LTC U.S. Army (Retired)
Episode 234: Consistently On Priority
Episode 233: Why Your Dreams Are NOT Big Enough
Episode 232: Bot-Driven Standards, Procedures & Workflows with Mike Fusco
Episode 231: Implementer of the Year Shares Her Secrets with Erin Neill (Encore)
Episode 230: Unified Patriots in Your Business
Episode 229: #UPPLife – Tribal Awareness
Episode 228: How To Get 1000 or More Google Reviews
Episode 227: Your Next “A” Team Member via AI
Episode 226: The Latest on Always Be Recruiting!!!
Episode 225: Selling – The Art of Disqualification
Episode 224: Be Unstoppable Bootcamp – More Agents Speak Out!!
Episode 223: Be Unstoppable Bootcamp – Agents Speak Out!!
Episode 222: What DO You Have To Sell with Christos Provistalis
Episode 221: Hiring Wise The First Time with Sid Upadhyay
Episode 220: Quotamation Can Do This with Ahmad and Cyrus Jaffery
Episode 219: T-E-A-M
Episode 218: Higher Profits in Your Business with Mike McDonough
Episode 217: The Biggest Leap with Tim Gaspar Part 2
Episode 216: The Keys to the Vault-PPP
Episode 215: Untapped Revenue for You with Maura Perkins
Episode 214: Automate This and Get 5-10x ROI
Episode 213: It’s Better to Give Than to Receive with Patty Lares (Encore)
Episode 212: Inside The Circle
Episode 211: 8 to 1 ROI First Year
Episode 210: The Biggest Leap with Tim Gaspar
Episode 209: What is Your Ironman?
Episode 208: Planned Pro-Active Disruption with Jesse Parenti
Episode 207: Making YOU Your Best Version
Episode 206: WHY You Do It
Episode 205: A Glimpse Inside
Episode 204: Endless Opportunities with LeO
Episode 203: Extraordinary Opportunity with David Bush
Episode 202: Cloning Your Clients (Part 2) with Kevin Donlin
Episode 201: Implementer of the Year Shares Her Secrets with Erin Neill
Episode 200: Living the #UPPLife
Episode 199: Cloning Your Clients with Kevin Donlin
Episode 198: ACTION with Terren Moore
Episode 197: Excellence Wins (Part 3)
Episode 196: Excellence Wins (Part 2)
Episode 195: Excellence Wins (Part 1)
Episode 194: Show Me the DATA! – Seth Zaremba
Episode 193: The Number One Reason Why People Fail
Episode 192: Become a Disciple of Discipline
Episode 191: Your Massive Year-End Celebration (encore)
Episode 190: Your Numbers Tell the Truth
Episode 189: The Modern Life Insurance Policy with Vytas Skapcevicius and Samuel Howe
Episode 188: Your Largest Asset and You with Carey Wallace
Episode 187: Brand Building Myth Busters with Selah Hirsch
Episode 186: What Are You Thankful For?
Episode 185: Your Agency is Worth What? with Jon Persky
Episode 184: The 3 Cs of Your Agency Success
Episode 183: Speaking the Same Language with Billy R. Williams, PhD
Episode 182: The Vault Revealed
Episode 181: Agency Culture by Design with Patrick O’Neill
Episode 180: Innovation Leads to Business Breakthroughs with Terry Rich
Episode 179: Agency Wealth Secrets Revealed
Episode 178: Massive Agency Growth with The What If Girl, Kelley Herrin
Episode 177: The ONE THING You Must know to Win
Episode 176: The Unfair Advantage with James Jenkins
Episode 175: Where There Is NO Vision, People Perish with Anthea Mumby
Episode 174: Rowing in the Same Direction
Episode 173: Your Unique Voice
Episode 172: Leadership and Tough Conversations
Episode 171: How to Have ONLY Great Clients
Episode 170: 1 Billion Dollar Revenue (Encore)
Episode 169: Planning YOUR Plan
Episode 168: Winning The War For Talent with Andy Arter
Episode 167: Why People Buy from YOU with Bob Burg (Encore)
Episode 166: Your Weakest Link
Episode 165: People Do Business with People with Andrew Wynn
Episode 164: A Culture of Ownership
Episode 163: True Profitability
Episode 162: 45 Days That Will Change an Agent’s Life
Episode 161: Accountability Breeds Responsibility
Episode 160: The ONE THING You Must Bet On
Episode 159: Acre of Diamonds
Episode 158: Training Your NEW Service Team Member
Episode 157: Nextdoor Ninja with Kim Angeli
Episode 156: BOLDER is Better with Selah Hirsch
Episode 155: Why People Buy from YOU with Bob Burg
Episode 154: Driving Growth with Funcentives – Julie and Hauke Hansen
Episode 153: Amazing Agency Legacy Continues with Monica Elsom
Episode 152: Softballs of Money with Tracy Henry and Rachel McClurg
Episode 151: C + F + D =
Episode 150: You Have a Duty and a Responsibility to Find More
Episode 149: Attracting Your Dream Clients
Episode 148: The Truth about First P Candidates (Encore)
Episode 147: The 120 Second Rule with Bradley Flowers and Scott Howell
Episode 146: Helping YOU Write Lots of High Net-Worth Business with Bob Klee
Episode 145: Digital Mastery from the Agency Trenches with Matt “Matty” Lutes
Episode 144: YOUR Numbers Don’t Lie with Aaron C. Stocks
Episode 143: New Team Member Reveals All with Anita Hernandez
Episode 142: T-E-A-M
Episode 141: Your Massive Year-End Celebration
Episode 140: No Tech-Ups Allowed with James Laszko
Episode 139: Check Your Scoreboard (Encore)
Episode 138: Your Unstoppable Brand with Selah Hirsch
Episode 137: How to Get Everything You Want
Episode 136: The Agency Battlefield with Joel McKinley
Episode 135: You Are Leaving MONEY On the Table
Episode 134: Are You 3.0 or Better with Tolga Tezel
Episode 133: Your Key to Digital Marketing Success with Joshua Nadler
Episode 132: If I Had To Do It Over
Episode 131: Implementer of the Year – Finalist Interview #3
Episode 130: Implementer of the Year – Finalist Interview #2
Episode 129: Implementer of the Year – Finalist Interview #1
Episode 128: Stop Learning, Stop Earning
Episode 127: 100 to 1 Million
Episode 126: 1 Billion Dollar Revenue
Episode 125: Get a Grip on Your Business with Victoria Cabot
Episode 124: Winning Back Your Lost Souls
Episode 123: The World’s Highest Paid Profession with Charlie Anderson
Episode 122: Sales Growth (Encore)
Episode 121: Positioning YOU to Close More
Episode 120:This IA’s Making a Global Impact
Episode 119: Protecting People’s ASSets
Episode 118: Monthly Newsletter (Encore)
Episode 117: Your Mindset is Your Skillset
Episode 116: Check Your Scoreboard (Encore)
Episode 115: Coach ‘Em Up Or Coach ‘Em Out
Episode 114: The Truth about First P Candidates
Episode 113: Social Proof REVEALED (Encore Presentation)
Episode 112: Today’s Cluster F and the First P
Episode 111: Living “In Awe” with John O’Leary (Encore)
Episode 110: WHY This Agent’s Revenue and Time Off is TRIPLE the National Average
Episode 109: YOUR Superpower Unleashed
Episode 108: The $882,000 in Your Bank Account Podcast
Episode 107: Not Taking Any Risk Is The Biggest Risk
Episode 106: The BIG Payday Thanks to Massive Vision
Episode 105: 3 Insider Secrets to 230% Yearly Growth
Episode 104: Slam the Back Door Shut
Episode 103: Tapatio Reveals All
Episode 102: The Elusive Second ‘P’
Episode 101: 100% of the Marketplace
Episode 100: Secret Habits of UPP Agent Success and Achievement with Bill Butler
Episode 99: Numbers Don’t Lie
Episode 98: The Winning Mindset (Encore)
Episode 97: Put a Fence Around Your Herd with Monthly Newsletters
Episode 96: Making the Donuts with Bradley Flowers
Episode 95: The ORIGINAL IA App
Episode 94: What You Don’t Know Will Cost You Millions
Episode 93: Your Pause Cast (Encore)
Episode 92: Uncommon Protégé In A Common Environment
Episode 91: The VIG Way Leads to Profits
Episode 90: Authenticity (Encore Episode)
Episode 89: Achieving Success with Kevin Eastman (Encore Episode)
Episode 88: Light a Fire INSIDE Them
Episode 87: The Secret Sauce Behind Mike’s Energy
Episode 86: The DA of HR and Keeping You Out of Court
Episode 85: Your Local Market Domination Through Gratitude
Episode 84: Follow the Money with John Mason & His Beer Drinking Pig
Episode 83: More Money for YOU
Episode 82: InsurTech from THE Legendary Source
Episode 81: The 80/20 Rule Is Always In Effect
Episode 80: Team Motivation is like Bathing… It’s Recommended Daily
Episode 79: Encore Episode – Your Client Avatar to Ultimate Profit
Episode 78: It’s Better to Give Than to Receive
Episode 77: Check Your Scoreboard
Episode 76: The Easiest Money You Will Ever Make
Episode 75: The Five Disciplines of Being a Social Media Authority
Episode 74: Size DOES Matter in the Niche Dominated by This Agent
Episode 73: Hire SlowER and Fire Fast
Episode 72: Your Brand – What People Perceive is What They Believe with Dan Mulhern
Episode 71: Mike’s in the Hot Seat
Episode 70: Insider Secrets from the Living Agency Laboratory
Episode 69: A Decision Leads to Texas Size Action with Kim Dunahoe and Kathy Cooley
Episode 68: How Failure Leads to Massive Results with Chris Paradiso
Episode 67: Money Follows Trust with Todd Sorrel
Episode 66: Strategies For Massive Growth with Nancy Mendizabal and David Brush
Episode 65: Undefeated with American Veteran Hero Joel McKinley
Episode 64: Living “In Awe” with John O’Leary
Episode 63: Special Guest Jose Soriano
Episode 62: Special Guest Alana Fulvio
Episode 61: Special Guest Andy Priesman
Episode 60: Social Proof REVEALED
Episode 59: Special Guest David Rodgers
Episode 58: Special Guest Chris Raders
Episode 57: Special Guest Noah St. John
Episode 56: Special Guest Jesse Parenti
Episode 55 : Special Guest Russ Castle
Episode 54 : Mastermind Aha’s Part 2
Episode 53 : Certainty, Clarity & Simplicity
Episode 52 : Mastermind Aha’s
Episode 51 : Your Pause Cast
Episode 50 : YOU Are The Trusted Authority
Episode 49 : Selling A Players
Episode 48 : Your Next BIG Bank Deposit
Episode 47 : Your Authority Dominance
Episode 46 : Are You Attractive Enough
Episode 45 : Special Guest Joe Theismann
Episode 44 : Ultimate Client Avatar
Episode 43 : Special Guest Kevin Eastman
Episode 42 : Authenticity
Episode 41 : The Third P – Promotion
Episode 40 : The Elusive Second P
Episode 39 : Team First
Episode 38 : Become The Leader You Would Follow – Part 2
Episode 37 : Become The Leader You Would Follow – Part 1
Episode 36 : Ankle Biters Not Allowed
Episode 35 : Your Destination Is Your Responsibility
Episode 34 : Staying In Front of Your Marketplace Part 3
Episode 33 : Staying in Front of Your Marketplace Part 2
Episode 32 : Staying in Front of Your Marketplace Part 1
Episode 31 : Special Guest Chris Paradiso
Episode 30 : WOW Experience
Episode 29 : Accelerate Your Sales Growth
Episode 28 : Special Guests Jeff & Una Roy
Episode 27 : Special Guest Jeb Blount
Episode 26 : Video Marketing
Episode 25 : Nurture Through Email
Episode 24 : Intranet
Episode 23 : Snail Mail Your Team
Episode 22 : Written Guarantee
Episode 21 : Money, Money, MONEY
Episode 20 : Special Guest Bill Butler
Episode 19 : Special Guest Jesse Parenti
Episode 18 : Acre Of Diamonds
Episode 17 : Team Technology
Episode 16 : Production Log
Episode 15 : Marketplace Research
Episode 14 : Client Segmentation
Episode 13 : Wheel of Fortune
Episode 12 : Monthly Newsletter
Episode 11 : Niches To Riches
Episode 10 : Task Organizers
Episode 9 : Double Your ROI
Episode 8 : Embrace Team Meetings
Episode 7 : Delegate Ruthlessly
Episode 6 : MMM’s of Marketing
Episode 5: Hire Slow and Fire Fast
Episode 4 : 100% of The Marketplace
Episode 3 : Credibility
Episode 2 : The Winning Mindset
Episode 1 : Blueprint To Your Million Dollar Agency