EPIC Plans | THE RECURRING REVENUE PODCAST podcast artwork

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EPIC Plans | THE RECURRING REVENUE PODCAST

For Agency Owners who build with intention. Not hype—just a quiet system upgrade.Hosted by Mitch Felix—a Hall of Fame closer turned AI strategist—EPIC PLANS dissects the recurring revenue engines of the top 1% of Insurance Agency owners.We move past the "hustle" to focus on the only metric that matters: Predictable Revenue.From protecting renewals to automating retention, we break down the systems that stop the bleed and lock down the asset.No shouting. No fluff. Just the blueprint for growing your book of business.

  1. 7

    Owning the Lane in Woodside – with Vicky Costantini

    In Silicon Valley’s most prestigious community, Vicky Costantini has built a reputation that transcends listings.We talk about the real architecture of influence in Woodside – where venture capitalists, 49ers, and multi-generation locals share the same one-lane highway.Vicky shares how she’s stayed authentic in a heritage-rich, hyper-nuanced market, the community, and a discipline behind her daily “signal,” and why her business is built to outlast trends.#EPICPlans #RealEstateLegacy #PodcastLaunch #TrustInBusiness #FelixTrust

  2. 6

    Jenn Gevertz & Barry Gevertz: Building a Generational Real Estate Brand on Trust

    🎙️ Jenn Gevertz & Barry Gevertz | Family, Trust & Real Estate That LastsSome people build pipelines.Jenn & Barry built a legacy.This isn’t just a real estate episode—it’s a masterclass in doing business with heart, across generations, without burning out or selling out.We talk about:• Scaling a real estate business while raising kids• Building trust as a long game (not a gimmick)• How Cutco shaped Jenn's discipline• Transitioning from solo sales to generational teamwork• Staying relevant without chasing trends• And what’s next for their business and familyFrom tennis trophies to real estate trust…From open houses to legacy listings…This one’s got range. And a whole lot of heart.💻 Learn more: gevertzgroup.com—This episode is presented commercial-free by:🔹 EPIC – Done-For-You Architecture & EngineeringNeed approvable building plans for residential, commercial, or development projects?Visit https://www.buildeverythingepic.com🔹 FelixTrust.cloud – The 30-Day Signal Sprint for FoundersGrow your business using AI—with the help of people who care.Next Sprint starts in September.Join at https://felixtrust.cloud#EPICPlans #GevertzGroup #RealEstateLegacy #PodcastLaunch #TrustInBusiness #FelixTrust

  3. 5

    David Tapper — 27 Years in Real Estate, Loyalty as Leverage & Building Legacy Through Trust

    David Tapper is a 27-year Coldwell Banker veteran who’s built a 90%+ referral business from trust, humility, and a lifetime of doing the right thing—especially when no one’s watching.In this candid conversation, we unpack:How his why evolved from chasing success to building legacyThe mindset behind training agents for loyalty and liftWhat AI might never replace in a trust-driven businessThe systems that will help him step into his next season with confidenceWe also discuss the real estate karma gods, the power of saying no to protect a client, and how signal and service scale when you're not the one doing all the talking.👉 Learn more at buildeverythingepic.com/podcast🎧 Part of the EPIC Plans Podcast with Mitch FelixThis episode is presented commercial-free by EPIC – Done-For-You Architecture & Engineering.Need approvable building plans for commercial, residential, or industrial projects?Visit www.buildeverythingepic.com to learn more.

  4. 4

    Spencer Hsu on Scaling Trust with Data, AI, and YouTube

    Spencer Hsu has closed over $350M in under 8 years—and he did it with data, not drama. In this episode, we unpack how Spencer made the leap from tech sales to top producer, why YouTube is still his best lead source, and how he's using AI and team leverage to build his vision.We talk about:• Using analytics and data to cut through real estate noise• Why YouTube leads outperform sphere leads• Why AI isn't a gimmick—it’s a retirement plan• Building trust-first content that generates global referralsSpencer is honest, exacting, and one of the most consistent operators in Silicon Valley. This is a masterclass in clarity, calm, and scale.🔗 Learn more: wealthbuilderagents.com 🎁 Instagram @SpencerHsuSalesTeamWant your own 3–5 year roadmap? Start at FelixTrust.aiThis episode is presented commercial-free by EPIC – Done-For-You Architecture & Engineering.Need approvable building plans for commercial, residential, or industrial projects?Visit www.buildeverythingepic.com to learn more.

  5. 3

    From Meditation to $1.2B | Brett Jennings on Conscious Business

    Brett Jennings is the founder of Real Experts—the #1 mega team in the Bay Area, #4 in California, and #9 in the U.S.But this isn't just about real estate production.In this episode, we explore Brett’s journey from a near-death experience in college to meditating in the Himalayas… to building a billion-dollar real estate business rooted in purpose.We talk about:How meditation shaped his leadershipWhy environment beats willpowerThe real shift after the DOJ rulingWhat “Real Experts 3.0” really meansHis nonprofit unlocking church land for housingThis is what conscious business looks like—inside and out.🎧 Learn more: https://therealexperts.com/

  6. 2

    Nicole Aissa: Grit, Grace, and Choosing Growth

    What does it look like to rebuild not just your career—but your entire way of showing up in the world?In this raw and reflective conversation, Nicole Aissa joins host Mitch Felix to walk through the pressure-forged chapters of her life and career. From title rep to real estate leader and back again—with stops that include brokerages, burnout, and bodybuilding—Nicole’s journey is a masterclass in growth through grit, reinvention without ego, and returning to your own values when the path forward gets unclear.Across nearly two decades, Nicole has recruited hundreds of agents, scaled multiple high-performing brokerages, survived injury, and done something few people ever manage: changed course intentionally. In this episode, she shares the decisions behind the title changes, the patterns she had to break, and the quiet power of reclaiming your time, energy, and identity after leadership leaves you empty.This conversation spans:How to lead when your body is failing but expectations don’t stopWhy top producers follow people—not just platforms or brandsThe hidden costs of success in fast-growth leadership rolesWhat happens when external titles no longer match your internal compassChoosing boundaries, clarity, and physical strength over burnoutThe under-discussed reality of menopause, illness, and professional gritWhat Nicole learned through competitive bodybuilding after traumaWhy saying “no” early is a gift, not a rejectionNicole speaks candidly about what it means to rise in the real estate industry without losing yourself, the unexpected wisdom that came from nearly losing a finger, and how she’s now returning to title and escrow with more conviction—and calm—than ever before.Whether you're a team leader, a top producer questioning your next chapter, or someone feeling the weight of transformation in real time, Nicole’s story offers grounded perspective and earned encouragement.This isn’t about flashy comebacks or overnight pivots. It’s about sustained growth, quiet resolve, and the long-game work of building a life that holds.—🎙️ Recorded live at Lawyers Title – Menlo ParkGuest: Nicole Aissa | Learn more: linktr.ee/nic_ace

  7. 1

    Hilary Saunders: Crafting Legacy and Leading with Vision in Real Estate

    Hilary Saunders built a community of 600 top-performing real estate teams across 18 states—and did it without chasing spotlight or ego.In this premiere episode of the EPIC Plans Podcast, we dig into:Growing up in a family of entrepreneurs—and raising kids the same wayLeaving a legal career when it started costing her who she wanted to becomeStarting a law firm and a real estate brokerage—at the same timeThe moment she realized the big-box brokerage model was brokenWhy Side was born—and how she used her own business as proof before pitching anyone elseThe tension between growth and integrity, and how elite agents walk that lineWhat Hilary looks for when partnering with real estate operatorsWhy being “the best” has nothing to do with transaction countThis episode covers everything from discomfort and curiosity, to leadership frameworks, parenting lessons, and what it takes to build a company with actual legacy—not just hype.🔗 Learn more about Hilary and her podcast, Own It: https://www.side.com🎧 More EPIC Plans episodes:https://www.buildeverythingepic.com/podcast

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ABOUT THIS SHOW

For Agency Owners who build with intention. Not hype—just a quiet system upgrade.Hosted by Mitch Felix—a Hall of Fame closer turned AI strategist—EPIC PLANS dissects the recurring revenue engines of the top 1% of Insurance Agency owners.We move past the "hustle" to focus on the only metric that matters: Predictable Revenue.From protecting renewals to automating retention, we break down the systems that stop the bleed and lock down the asset.No shouting. No fluff. Just the blueprint for growing your book of business.

HOSTED BY

Mitch Felix

Frequently Asked Questions

How many episodes does EPIC Plans | THE RECURRING REVENUE PODCAST have?

EPIC Plans | THE RECURRING REVENUE PODCAST currently has 7 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is EPIC Plans | THE RECURRING REVENUE PODCAST about?

For Agency Owners who build with intention. Not hype—just a quiet system upgrade.Hosted by Mitch Felix—a Hall of Fame closer turned AI strategist—EPIC PLANS dissects the recurring revenue engines of the top 1% of Insurance Agency owners.We move past the "hustle" to focus on the only metric that...

How often does EPIC Plans | THE RECURRING REVENUE PODCAST release new episodes?

EPIC Plans | THE RECURRING REVENUE PODCAST has 7 episodes. Check the episode list to see recent publication dates and frequency.

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Who hosts EPIC Plans | THE RECURRING REVENUE PODCAST?

EPIC Plans | THE RECURRING REVENUE PODCAST is created and hosted by Mitch Felix.
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