Podcast appearances and mentions of mike stromsoe

Many insurance agency owners focus on growing revenue, but revenue alone does not create financial health. Denise Nelson joins Mike Stromsoe to unpack the critical numbers agency owners should be tracking if they want to improve profitability, strengthen cash flow, increase enterprise value, and build a business that is not dependent on them. Drawing from her unique experience as both a CPA and insurance agency owner, Denise shares practical financial benchmarks, warning signs, and strategies that help agency owners turn growth into long-term financial success.Key Topics:Why managing by revenue instead of profit creates hidden financial problems The difference between growth that adds value and growth that adds complexity How to identify the true cost of servicing clients and supporting producers Why bookkeeping should be used as a decision-making tool, not just for tax compliance The most important financial metrics agency owners should review every month How compensation structures influence profitability and long-term growth Questions every agency owner should ask to evaluate their accounting and advisory team Warning signs that increasing revenue may actually be weakening cash flow and margins The impact of founder dependency on agency value and future sale potential Financial habits and disciplines that help build a more profitable and scalable agencyAbout The Guest:Denise Nelson is the founder and CEO of Accounting Plus and The Plus Group in Columbia, Missouri, and she also founded Insurance Plus, an independent insurance agency in Columbia. That combination gives Denise a rare perspective: she understands the accounting, tax, and advisory side of business, but she also understands the real-life challenges of running and growing an independent insurance agency.For more than 30 years, Denise has worked with business owners to help them understand their numbers, improve profitability, and build stronger companies. Through The Plus Group, she now helps independent agency owners see whether their growth is actually producing stronger profit, better cash flow, and greater long-term agency value.Ways to connect:How to connect:  email Denise@accountingplusinc.comMessage me on LinkedIn: https://www.linkedin.com/in/denise-nelson-32901910/ Website (Insurance services page): https://accountingplusinc.com/insurance-agency-advisory/Connect with Daniel:LinkedInWebsiteConnect with Mike: LinkedIn TwitterGrowth alone is not the goal. The strongest agencies convert growth into predictable profit, healthy cash flow, scalable operations, and long-term enterprise value. By understanding the right financial metrics, building financial discipline, and reducing owner dependency, agency owners can create businesses that are both more profitable today and more valuable tomorrow.

Automation is changing the insurance industry, but technology alone will not create a scalable agency. Daniel Metcalf and Mike Stromsoe explore what agency owners must do to prepare their teams, leadership, and culture for an AI-enabled future. They discuss why technology should enhance human work rather than replace it, how agencies can attract and retain top-performing talent, and why tech-enabled producers are consistently outperforming their peers. Through practical examples and industry insights, they reveal how agency leaders can build organizations that scale through better systems, stronger leadership, and a clear vision for the future.Key Topics: Why AI should enhance human work instead of replacing it  The growing performance gap between tech-enabled and non-tech-enabled producers  How agency owners can prepare their teams for an AI-driven future  The role of leadership in creating a technology-forward culture  Why documented systems and workflows remain essential for scaling  How to identify and recruit tech-enabled A players  The importance of adaptability, coachability, and continuous learning  Using AI tools to improve hiring, interviewing, and talent acquisition  Why agency growth depends on combining great people with great technology  How creating financial freedom for team members strengthens culture and retentionConnect with Daniel:LinkedInWebsiteConnect with Mike: LinkedIn TwitterTechnology is creating opportunities that have never existed before, but agencies that thrive will be the ones that combine innovation with strong leadership and intentional culture. By embracing change, investing in A players, and building systems that support both people and technology, agency owners can create scalable businesses that deliver greater results for clients, teams, and themselves.

Automation and artificial intelligence do not solve overwhelm inside an insurance agency. Clear direction, defined priorities, documented workflows, and strong leadership do. Daniel Metcalf and Mike Stromsoe explore why many agency teams feel overwhelmed when the real issue is often a lack of clarity around ownership, priorities, and processes. They discuss the difference between machine work and human work, how undocumented workflows create constant interruptions, and why scaling requires leaders to redesign their operating systems instead of simply working harder. Through practical agency examples, they share how agencies can reduce chaos, improve accountability, and build a foundation that supports sustainable growth, automation, and long-term valuation.Key Topics:Why results matter more than activity when evaluating team performanceHow exceptions can quietly become the standard operating procedureThe role of batching work to improve efficiency and reduce context switchingWhy less than 20% of agencies are ready to implement automation effectivelyHow to define what "good" looks like for every seat in the agencyLessons learned from redesigning an agency operating model multiple timesThe impact of soft market conditions on agency growth and profitabilityHow weekly KPI reviews uncover operational blockers before they become bigger problemsConnect with Daniel:LinkedInWebsiteConnect with Mike: LinkedIn TwitterScaling an agency is not about doing more work. It is about creating the structure, systems, and accountability that allow people to focus on high-value relationship work while technology handles repetitive tasks. Agencies that regularly evaluate their workflows, clarify responsibilities, and build processes that support growth are better positioned to leverage AI, improve performance, and increase long-term enterprise value.

Automation alone does not create a scalable insurance agency. Clear leadership, documented workflows, and behavior-driven systems are what make automation actually work. Daniel Metcalf and Mike Stromsoe break down why many agencies struggle to adopt automation successfully and how leaders can build systems that improve efficiency, reduce operational drag, and create sustainable growth without overwhelming their teams. Through real agency examples, they share practical ways to align automation with team behaviors, strengthen accountability, and unlock more time across sales, service, and operations.Key Topics:Why unclear workflows and poor accountability cause automation to failThe importance of leadership adoption and “AI Fridays” for agency growthHow documented processes create consistency and scalabilityThe three automation areas that create the greatest time savingsWhy service teams benefit from batching work instead of constant firefightingHow automation can reduce “swivel chair” work and unnecessary handoffsThe role of behaviors in designing effective workflows and systemsWhy agencies should build processes around people instead of software featuresHow AI and automation are changing customer and employee expectationsThe importance of aligning technology, workflows, and team culture for long-term growthConnect with Daniel:LinkedInWebsiteConnect with Mike: LinkedIn TwitterSuccessful automation is never just about the software. Agencies that scale effectively focus on leadership adoption, clear workflows, accountability, and behaviors that support long-term growth. When teams reduce operational friction and build systems that actually fit the way people work, automation becomes a powerful tool for increasing efficiency, improving service, and creating a business that can grow without constant overwhelm.

Technology alone does not transform an insurance agency. Leadership, structure, and capacity do. Mike Stromsoe breaks down how agencies can use automation and strategic systems to free up time, increase efficiency, and create sustainable growth without burning out their teams. Drawing from real-world examples, he shares practical ways to rethink operations, elevate leadership, and scale with intention.Key Topics:The distinction between machine work and human work in insurance agenciesHow technology can reclaim thousands of hours and unlock growthThe shift from hero culture to leadership as the agency conductorThe crucial role of capacity design in scaling successPractical examples of agencies transforming with automationThe importance of leadership identity and organizational structure in growthConnect with Daniel:LinkedInWebsiteConnect with Mike: LinkedIn TwitterEmbracing technology and strategic leadership is essential for modern insurance agencies. By focusing on human creativity and innovation, agencies can achieve significant growth and efficiency. Start redesigning your agency's capacity today to ensure a future-proof operation.

Joel McKinley joins Mike Stromsoe to discuss how accountability serves as the foundation for growth, trust, and long-term success in independent insurance agencies. Drawing from his 20 years of Army leadership experience, Joel shares practical strategies for creating clear expectations, maintaining strong team standards, and developing a culture where accountability drives both performance and personal growth.Key Topics:Accountability creates clarity by ensuring everyone understands expectations, roles, and responsibilities. Trust grows when leaders consistently follow through and hold teams to shared standards. Healthy accountability helps protect company culture from drifting over time.Leaders should address “friction points” early instead of avoiding difficult conversations. Peer accountability can be more effective than top-down management alone.Freedom within a team increases when accountability systems are strong and consistent. Accountability is not about punishment — it is about helping people succeed and grow. Consistent standards help agencies scale without sacrificing culture or performance.Connect with Daniel:LinkedInWebsiteConnect with Mike: LinkedIn TwitterRemember that accountability is not about control it is about creating clarity, trust, and consistency within your organization. When leaders establish clear standards, address challenges early, and encourage peer accountability, they create an environment where people can grow, perform confidently, and contribute to long-term agency success.

Daniel Metcalf and Mike Stromsoe explore how insurance agencies can build reliable sales pipelines, leverage CRM data, and use predictive analysis to scale efficiently. They break down common pipeline mistakes, highlight the importance of commitments over stage tracking, and share tools to maintain pipeline hygiene all aimed at driving consistent growth.Key Topics:Differentiating between pipeline stages and true commitmentsThe importance of tracking "truth" in deals, not just stagesThe concept of "commitment gates" and equal weightings for pipeline stagesHow to measure pipeline health as a percentage of goalMoving from emotion-driven to data-driven forecastsThe role of AI and automation in pipeline hygiene and analysisStrategies for pipeline reviews and maintaining consistencyUsing predictive analysis to scale agency growth confidentlyConnect with Daniel:LinkedInWebsiteConnect with Mike: LinkedIn Twitter Remember that building a predictable sales pipeline is not just about tracking stages but about fostering true commitments. By leveraging AI tools and maintaining pipeline discipline, you can drive sustainable growth and empower your team to achieve consistent success.

In this episode, Daniel Metcalf and Mike Stromsoe dive into the crucial role of accountability in scaling insurance agencies without adding drama or compromising culture. They share practical systems, leadership lessons, and strategies to embed accountability seamlessly into your team.Key Topics:The importance of clarity in expectations to foster accountabilityHow to distinguish between managing, coaching, and correctingBuilding accountability as a system with scoreboards, role clarity, and cadenceUsing data and technology to measure and improve performanceThe role of deadlines and routines in making accountability habitualManaging toxic performers and enforcing consequences with fairnessCreating a culture where accountability eliminates drama naturallyPractical questions to push team members toward ownershipThe impact of cadence and consistency on team culture and growthConnect with Daniel:LinkedInWebsiteConnect with Mike:LinkedInWebsiteRemember that accountability is not just a tool but a culture that can transform your agency. By implementing clear expectations, leveraging technology, and fostering a supportive environment, you can eliminate drama and drive sustainable growth. Embrace these strategies to empower your team and scale your agency effectively.

Natty Lewis, an expert in leadership coaching powered by AI and technology, joins host Mike Stromsoe to break down the core principles of effective leadership, emotional intelligence, and organizational culture. We explore practical strategies to improve communication, navigate change, and build a workplace that feels both productive and sustainable.Key Topics:  • How understanding is the root of drama in organizations  • The importance of starting conversations at the beginning  • Strategies to create boundaries that protect performance and culture  • Building emotional consistency to lead without mood dependence  • Tolerating stress through sleep, sunlight, and hydration  • Managing change with empathy and clear communication  • The dangers of rescue and persecuting behaviors in teams  • Tips to expand your capacity to handle uncertainty and stress  • Transforming the perception of boundaries from restrictions to invitations  • The impact of understanding on reducing workplace dramaConnect with Daniel:LinkedInWebsiteConnect with Mike:LinkedInWebsiteIn this insightful episode, Natty Lewis provides actionable strategies to enhance leadership resilience and foster a thriving organizational culture. By focusing on understanding, communication, and emotional intelligence, leaders can create environments where teams flourish and challenges are met with confidence and clarity.

Discover how reducing fragmentation and streamlining processes can drastically boost your agency's efficiency, profitability, and team satisfaction. In this episode, Daniel Metcalf and Mike Stromsoe delve into the hidden costs of fragmentation, technology integration, and practical steps to unify your agency's operations.Key topics:The hidden tax of fragmentation: switching costs, rework, backlog, burnout, and missed opportunitiesThe importance of a single operating rhythm for sales, service, and operationsHow technology ownership and adoption plans prevent shelf wear and maximize ROIThe difference between integration and consolidation in tech stacksWhy and how to automate only standardized processes for real efficiencyThe concept of AI agents for multitasking and scaling without added complexityBuilding a culture of continuous process simplification using Elon Musk's approachThe role of API connections and avoiding the trap of over-reliance on themStrategic steps to reduce tool fragmentation and improve agency workflowsConnect with Daniel:LinkedInWebsiteConnect with Mike:LinkedInWebsiteThis episode emphasizes that technology alone isn't the answer; the true leverage stems from resolving fragmentation through process discipline, ownership, and strategic automation. By aligning tools, workflows, and team efforts into a unified system, agencies can dramatically increase profitability, reduce burnout, and sustain scalable growth.

Discover actionable strategies to boost your insurance agency's growth without adding extra headcount. Hosted by industry experts Daniel Metcalf and Mike Stromsoe, this episode dives into the power of retention, cross-selling, and building systems that create long-term client relationships.Key Topics:The importance of viewing renewals as a sales process rather than an admin taskHow to use data analytics and AI to identify and repair leaky buckets in client retentionStrategies for onboarding clients to start retention efforts early, even before renewalsLeveraging existing client relationships for referrals and cross-sellsBuilding a client-centric team culture to prevent commoditizationThe role of communication and systems in proactive relationship managementFinancial impact of retention: lifetime value versus short-term revenueThe "Save Plays" system for at-risk accounts to retain clients before they shop aroundData accuracy and clean data as the foundation of effective retention strategyHow market softness makes existing client relationships even more vital for cash flowConnect with Daniel:LinkedInWebsiteConnect with Mike:LinkedInWebsiteStay ahead in your agency's growth by building a systemized, client-focused approach. Don't just chase new business—maximize what you already have with proven retention strategies, effective data use, and strong team communication.

This episode explores the disconnect between activity and performance in insurance sales, emphasizing the role of AI and automation in optimizing producer effectiveness. Hosted by Daniel Metcalf and Mike Stromsoe, it offers actionable insights on metrics, training, culture, and scaling strategies for successful agencies.Key Highlights:Activity vs. Performance MetricsRole of AI and Automation in SalesTraining and Skill Development for ProducersBuilding a Culture of AccountabilityPredictive Analytics and Revenue ScalingChapters:00:00 Introduction to Scaling Insurance Agencies00:51 Understanding the Producer Problem04:01 Activity vs. Performance in Sales11:36 Metrics that Matter: Activity vs. Outcome17:31 Key Performance Indicators for Producers22:43 Sales Meetings: From Story Time to Accountability39:47 Culture and Leadership in Sales TeamsIf you're considering a transformative step in your agency, join us for the next LIVE Masterclass to craft your personalized growth plan. Reserve your virtual seat Today: https://uppmasterclass.com/

In this episode, Mike Stromsoe and Jesse Parenti explore the pitfalls of being a generalist in insurance, the power of niche specialization, and strategies to build credibility and authority in the industry. They share insights on how focusing on a niche can accelerate success, leverage technology, and create predictable pipelines.Key Highlights:The pitfalls of being a generalist in insuranceThe importance of niche specialization for growthStrategies to build credibility and authorityLeveraging technology and AI to accelerate successCreating predictable pipelines and high-value relationshipsChapters00:00 Introduction to Specialization in Insurance03:07 The Downfall of Generalists05:48 Building Authority and Credibility08:55 The Power of Niche Marketing11:54 The Quote Machine Trap14:52 Empowering Producers Through Focus17:58 The Importance of Problem Solving21:04 Finding Your Niche24:03 Leveraging Technology for Success26:54 Positioning Language in Sales29:52 The Pathway to Niche Success32:54 Conclusion and Call to Action

Scaling Success in Insurance Agencies: How to Overcome the Stuck Point and Embrace the FutureIn this episode of the Scaling Your Insurance Agency podcast, Daniel Metcalf and Mike Stromsoe explore why successful-looking agencies often feel stuck and how strategic redesign, leadership shifts, and embracing AI and automation can unlock new growth. If your agency feels steady but stagnant, this discussion offers practical insights to propel you forward.Key Topics:Why agencies can appear successful externally but be internally stuckThe difference between growth and scaling, and why the latter requires a mindset shiftHow to redesign your agency's identity around technology, AI, and automationThe importance of leadership in preparing for and implementing changePractical steps for defining your niche, measuring outcomes, and aligning your teamThe critical role of trust, communication, and clarity in scaling effortsThe impact of tech enablement on productivity, revenue, and agent performanceReadiness factors for adopting AI and automation successfullyReal-world examples of pilot programs shifting producers from personal to commercial insuranceThe future potential: creating autonomous agencies with AI-driven producersResources & LinksReagan Company Industry Report on Tech-enabled ProducersNatty Lewis - Change Management ExpertAgenta AI SolutionsBig I Study on Agency Technology Adoption If you're considering a transformative step in your agency, schedule a free consultation with our ONYX Scaling Sessions to craft your personalized growth plan. Schedule Your ONYX Scaling Session Today: https://upponyx.com/

The fastest-growing insurance agencies are not doing more work. They are doing the right work.Mike Stromsoe welcomes Dominic Piccirillo, co-founder of Elevate Teams and former insurance agency owner. Dominic shares how outsourcing and team augmentation can unlock massive growth for independent agencies while freeing licensed staff to focus on revenue generating work.You will learn how agencies can delegate up to 70–80% of routine tasks, build stronger systems with SOPs, and create a win for owners, team members, and global talent.Key HighlightsHow Dominic's journey from intern to agency owner shaped his approach to building better teams.The moment he realized most agency tasks did not require licensed staff.How outsourcing routine work allows account managers to focus on revenue and relationships.Why Elevate Teams focuses on augmenting staff rather than replacing employees.How structured training and vetting creates higher quality remote team members.The new SOP service that helps agencies document systems and scale faster.Chapters 00:00 Why growing agencies need better team structure 01:05 Dominic's path from intern to insurance agency owner 04:30 The breaking point that led to outsourcing 06:23 How Elevate Teams was created 07:23 The win win win model for agencies and global talent 09:14 The types of roles Elevate Teams provides 12:10 Why SOPs and systems are critical for scaling 14:01 How much agency work can really be outsourced 17:17 Overcoming concerns about hiring remote talent 21:00 How Elevate Teams matches agencies with the right people 25:24 Final advice for agency owners looking to scale About Dominic Piccirillo: Dominic is an entrepreneur and founder of The Cody Group. He began his career in the insurance industry as an intern in 2006 at The Mogil Organization eventually moving to The Excelsior Group six years later. After gaining valuable industry experience by working in the commercial, personal, and claims departments, Dominic decided to start his own brokerage in 2014. Doing so has allowed him to build a company culture that is hard- working, fun and energetic alongside a client base of similarly minded people. Dominic Co-Founded Elevate Teams in 2022. When he's not working he is an avid surfer, golfer, and snowboarder.

In this episode, Daniel Metcalf and Mike Stromsoe discuss the challenges and opportunities faced by independent insurance agencies as they scale. They emphasize the importance of visibility in understanding progress, the current landscape of AI in the industry, and the need for predictive analysis to drive future growth. The discussion also highlights the significance of leadership, structure, and technology in overcoming fragmentation and achieving sustainable growth.Key takeaways:You're not behind, you just can't see it.Visibility is crucial for understanding agency progress.83% of agencies have used AI, but only 10% see ROI.Clarity of vision is essential for agency growth.Revenue growth without system growth feels like falling behind.Leadership must evolve as agencies scale.Fragmentation can hinder agency efficiency and growth.Predictive analysis can help agencies plan for the future.Technology should complement human efforts, not replace them.Agencies need to identify and address workflow gaps. Chapters:00:00 Unlocking Potential in Insurance Agencies03:11 Visibility: The Key to Progress05:51 AI in Insurance: The Current Landscape08:51 Predictive Analysis: Looking Ahead12:03 Overcoming Fragmentation in Growth15:12 Leadership and Structure in Scaling Agencies17:59 The Role of Technology in Agency Growth21:01 Final Thoughts and Future Opportunities

In this conversation, Daniel Metcalf and Mike Stromsoe discuss the critical importance of clarity over speed for independent insurance agencies looking to scale. They share insights from their experiences, emphasizing that moving quickly without a clear plan can lead to wasted resources and a reactive culture. The discussion covers the costs of rapid hiring, the pitfalls of adopting new technology without a strategy, and the necessity of having systems in place to support growth. They also highlight the importance of clear communication and leadership in building a proactive culture and preparing for exponential growth.Chapters00:00The Importance of Clarity in Scaling Insurance Agencies02:53Lessons from Experience: The Dangers of Speed05:45Creating a Proactive Culture08:51The Cost of Going Fast: Hiring and Turnover12:08Navigating Technology: The Shiny Object Syndrome15:00The Role of Systems in Scaling18:05Defining Clarity: Mindset and Communication21:02Key Metrics for Clarity and Growth24:04Preparing for Exponential Growth27:08The Team Readiness Myth30:00Leadership and Communication: Building a Culture of Ownership33:04Final Thoughts: Simplifying for Success

Most agency owners don't struggle because they lack effort. They struggle because they lack a system that scales with them. Hosted by Daniel Metcalf with Mike Stromsoe, this episode breaks down the UPP Onyx Agency Operating System and explains why growth stalls when operations, accountability, and leadership aren't aligned. Together, they unpack the real structure behind consistent production, team ownership, and predictable profitability inside modern insurance agencies. You'll learn how to move from reactive management to operational control, why clarity beats hustle at every stage of growth, and how a defined operating system creates freedom without sacrificing performance. This conversation gives you a practical framework to simplify decisions, strengthen leadership, and build an agency that runs without constant firefighting. Highlights: Why most agencies plateau when growth outpaces structure, and how an operating system restores control. How clarity in roles and expectations eliminates friction and raises team accountability. Why leadership breakdowns usually show up as operational problems first. How to stop managing personalities and start managing processes. What it takes to build consistency without becoming the bottleneck. How systems create freedom instead of bureaucracy when built correctly. About the Host – Daniel Metcalf: Daniel Metcalf is a serial entrepreneur, AI strategist, and cybersecurity authority who operates at the intersection of technology, automation, and real-world business execution. For more than 15 years, Daniel has helped small and mid-sized businesses protect what they've built while scaling with confidence in an increasingly complex digital world. His expertise isn't academic—it's operational. Before co-founding CyberFin.ai, Daniel spent eight years applying AI and machine learning inside insurance distribution, driving performance and efficiency for dental and vision insurance programs at the MGA/VGA level. He understands insurance workflows, compliance pressures, and the operational friction that quietly limits growth. Co-Founder and leader of CyberFin.ai, Daniel delivers Fortune-100-level AI adoption, automation, and cybersecurity solutions specifically engineered for independent insurance agencies. His work focuses on eliminating wasted time, reducing human error, strengthening security, and turning technology into a competitive advantage—not an expense. Daniel is known for his high-energy, no-nonsense communication style. He has a rare ability to take complex topics like AI, automation, and cybersecurity—and make them practical, clear, and immediately actionable for agency owners and leadership teams. He doesn't sell tools. He builds systems that execute. When Daniel isn't helping agencies outpace cyber threats or reclaim hours through automation, you'll likely find him on the curling rink—where strategy, precision, and execution matter just as much as they do in business.   About Mike Stromsoe: Mike Stromsoe is one of the most respected and trusted voices in the independent insurance industry—and a relentless advocate for agency owners who want more than just incremental growth. With nearly four decades in the business, Mike began his career in 1986, learning the agency business from the ground up inside his family's firm. He didn't just inherit perspective—he earned it. Mike went on to build, scale, and operate his own multi-million-dollar independent agency for more than 35 years, alongside his wife, while simultaneously running additional successful businesses. What separates Mike is not theory—it's battle-tested execution. He is the creator of the Proven 3-Step Blueprint built on the legendary Three P's: People, Processes, and Promotion—a framework refined over decades of real-world agency ownership and leadership. Thousands of independent insurance agents across North America have implemented Mike's systems to grow profitably, strengthen culture, and reclaim their time. Mike is widely recognized as America's leading authority on independent agency business success, leadership development, and owner mindset transformation. His work focuses on the critical identity shift from operator to owner, helping agency principals build businesses that scale without burning them out. As a dynamic speaker, author, mentor, and executive coach, Mike has been featured at major industry conferences and publications, delivering direct, practical guidance that produces results—not hype. At his core, Mike's purpose is simple and unwavering: To impact people's lives personally and professionally—and to help agency owners build wealth, freedom, and legacy on their own terms. 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: vip@upplife.com Website: http://unstoppableprofitproducer.com/ Live Events: http://uppmastermind.com/ Podcast: http://unstoppableprofitpodcast.com If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

Mike Stromsoe is a highly respected insurance agency owner, elite coach, and the founder of Unstoppable Profit Producer (UPP). With more than 35 years of industry experience, Mike is on a mission to help agency leaders, sales teams, and entrepreneurs grow revenue, build meaningful relationships, and develop systems that lead to long-term success.His signature People, Processes, Promotion formula has helped thousands build high-trust businesses fueled by discipline, purpose, and heart. Mike is known for his relentless focus on personal development, team excellence, and his ability to simplify success into actionable, repeatable strategies.SHOW SUMMARYIn this episode of Selling from the Heart, Mike Stromsoe shares his journey from insurance agency leader to the founder of Unstoppable Profit Producer. Larry Levine and Darrell Amy dive deep into Mike's People, Processes, Promotion framework and explore what it means to build a business centered around authenticity, trust, and purpose.Mike reveals key lessons from his decades of experience, including how to disqualify non-ideal clients, the importance of consistency and focus, and how to apply timeless principles from legends like Earl Nightingale. He also stresses the need for self-investment and creating teams that reflect your values.This conversation is packed with high-impact takeaways for sales professionals and business owners who want to build lasting success—from the heart. KEY TAKEAWAYSAuthenticity builds trust, and trust builds revenue.Adopt a “serve-first” mindset: It's not about you—it's about the client.Disqualifying the wrong clients is as important as qualifying the right ones.Consistency, discipline, and focus are the real keys to growth.Invest in your own development—you are your greatest asset.Legendary thinkers like Earl Nightingale still offer timeless wisdom.Core values guide business strategy and people decisions.Build a team of A-players, not just available players.HIGHLIGHT QUOTESTell them like it is. If you don't know the answer, tell them you'll get the right answer. Remember, you are here to serve them.You can only be satisfied with A players on your team. Only the best, not the best available.The number one reason people don't achieve what they want is lack of consistency.There's no such thing as time management. The only thing you must manage is your focus.

Guest host Joel McKinley puts Mike Stromsoe in the hot seat for an in-depth exploration of insurance agency acquisitions. Mike delves into his extensive experience, highlighting how acquisitions form a critical part of a three-pronged strategy to grow an independent insurance agency. He shares insights from his first acquisition just three years after founding his […]

2025 is the year to actually get shitake done! I'm your host, Mike Stromsoe, and today, alongside Joel McKinley, we're diving deep into the life-changing power of accountability and how you can get it done in your business and personal life. Joel McKinley, the Accountability Director for UPP members and a former drill sergeant, brings […]

Our next segment highlighting agents who have graced the cover of Rough Notes Magazine features our very own Mike Stromsoe. Andrea Watt, Program Director of UPP Programs, takes the reins and puts Mike in the hot seat to share the core values and strategies that propelled his agency to success. Together, they explore Mike's journey […]

Greetings and welcome back to the Unstoppable Profit Podcast! This is your host, Mike Stromsoe, and today we have an extraordinary episode lined up for you. Joining us is an independent insurance agency owner, leader, and true trailblazer in the industry, the unstoppable Lynnette Wood. Lynnette's journey from growing up on Kodiak Island in Alaska […]

Hey, entrepreneurs! In our latest episode, host Mike Stromsoe delves into leadership and independence with veteran and UPP's Accountability For YOU Director Joel McKinley. Joel, who has served 5 tours, brings a wealth of military experience to the discussion, emphasizing how military principles can transform business practices. They cover topics like the importance of patriotism, […]

In this empowering episode, hosts Mike Stromsoe and Chad Hufford delve into the transformative power of intentional planning and decision-making. They explore how having a vision and reverse engineering your future goals into present actions is crucial for success. Chad, a financial expert and author of “Forging Financial Freedom,” discuss how consistency, discipline, and calculated […]

Have you ever wondered what truly makes a company stand out in the eyes of its customers *and* employees? Today we break down the art of never losing a customer or employee again with our extraordinary guest, Joey Coleman. Joey, an expert in creating unforgettable customer experiences, joins host Mike Stromsoe to unravel the secrets […]

Sharing an arsenal of strategies to help you grow your business and create wealth, especially for financial agencies. Our host, Mike Stromsoe will dive into the importance of focus, discipline, and learning from others' experiences to become massive implementers. He is bringing you his 11 innovative ways to enhance communication and customer engagement through platforms […]

In today's game-changing conversation, Russ Castle and Mike Stromsoe dive into the transformative power of mastermind groups. They discuss how being a part of these collaborative forums has not only led to a significant financial uplift for participants but has also fostered exponential growth in both personal and professional realms. They'll share experiences from their […]

Welcome to another transformative episode of the Unstoppable Profit Podcast. In today's compelling session, our host, Mike Stromsoe, dives deep into the heart of team recognition and celebrates the concept of ‘workiversaries'. Venturing beyond conventional customer relationships, Mike challenges listeners to redefine their number one client – their own team members. Drawing from over two […]

Today's journey dives into the rich history and dynamic presence of the insurance world. I'm your host, Mike Stromsoe, and I'm thrilled to have with us a venerable icon in the industry, the CEO and owner of Rough Notes Magazine Company, Walter J. Gdowski. Walter, who joined Rough Notes in 1979 and eventually assumed the […]

This week's guest is Mike Stromsoe, and he's sharing his system for identifying genuine talent without getting snowed by those who simply interview well. Mike is the founder of Unstoppable Profit Producer, a program that helps entrepreneurs grow their businesses and create wealth—beginning with how to hire the right people. When you join us, you'll hear the details of a five-step interview process that reveals what you need to hear versus what candidates think you want to hear, get an insightful tip about which team members should be involved in candidate interviews, and discover a strategy that can put you in a position to dominate an entire industry.

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 […] The post Episode 237: Leadership Lessons in Controlled Chaos with Oak McCulloch LTC U.S. Army (Retired) – Part 2 appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

Get ready for a thought-provoking episode full of valuable lessons and practical strategies to help you focus on what truly matters in your life. This episode I am thrilled to welcome Ryan Hanley, a seasoned insurance professional and digital marketing specialist. We explore the importance of focus, goal setting, and self-discipline in achieving success. Ryan […] The post Episode 236: What Do You Focus On? with Ryan Hanley appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

This week I have the pleasure to have the renowned author and speaker, Oakland McCulloch. Together, we delve into the fascinating world of leadership, exploring the continuous journey of improvement and the ability to navigate change in controlled chaos. Oakland shares his expertise on servant leadership and the importance of taking care of your team, […] The post Episode 235: Leadership Lessons in Controlled Chaos with Oak McCulloch LTC U.S. Army (Retired) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

Consistency is the word of today's episode. Breaking down the subject of consistency and its impact on achieving personal and professional goals. I share valuable insights and lessons from my recent experience working with independent insurance agents. Emphasizing the importance of accountability and self-discipline in building consistency in our lives. Drawing inspiration from a successful […] The post Episode 234: Consistently On Priority appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

What's in this episode:- Daily routines and success habits- 3 P's formula for success- Hiring the right people- Connecting with your clients- Creating a strong online presenceAbout Mike:After working in the restaurant and produce businesses, Mike Stromsoe joined his father's insurance agency in 1986. He then started his own successful, nationally recognized, award-winning independent insurance agency. Mike  is widely recognized as a leading author, speaker, and coach. As a proud independent insurance agent for 35+ years, representing some of the nation's largest insurance companies, he has written thousands of insurance policies. It is Mike's core belief that one gets what they give in this world. His passion is teaching agents to grow their business and create wealth so they can enjoy the freedom to live life on their own terms. He is touted as America's Leading Trainer and Authority on agency business achievement and continues to show thousands of others  how to implement his Proven 3 Step Blueprint.Mike, “The Unstoppable Profit Producer," started his most recent agency from scratch, which grew from 0 to $1M in revenue in less than 9 years.Contact Mike:Website: unstoppableprofitproducer.comLinkedIn: Mike StromsoeInstagram: @unstoppableppCatch the full video of this conversation: https://youtu.be/sHnxRM-xSdQBook a call with Michael: https://calendly.com/weaverteam/discoverycall6 Figure Life Producer Course:https://www.weaversa.com/6figurelifeUse code BUZZ for a special discount for being a podcast listener!Text BUZZ to (816) 727-7610 to connect directly with us and share your favorites from the episode or learn more about upcoming events and challenges happening in our industryJoin Weaver Sales Academy: https://www.weaversa.com/Follow Michael & Courtney on social media:Facebook: https://www.facebook.com/mandcweaverInstagram: https://www.instagram.com/mandcweaver/Youtube: https://youtu.be/sHnxRM-xSdQMichael LinkedIn: https://www.linkedin.com/in/michael-weaver-a2940095

Today I delve into the power of vision and the importance of thinking bigger. Drawing from my own experiences I share a story that made me realize the need to expand my mindset and outlook into the future. Do you know the impact of removing the weakest link in your team and how it can […] The post Episode 233: Why Your Dreams Are NOT Big Enough appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

What are the advantages of using bots in insurance agencies, such as automating data entry and account creation? Listen in as this week we delve into the world of bot-driven standards, procedures, and workflows in the insurance industry. My guest Mike Fusco shares his insights and experiences on utilizing automation and technology to streamline processes […] The post Episode 232: Bot-Driven Standards, Procedures & Workflows with Mike Fusco appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

  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 […] The post Episode 231: Implementer of the Year Shares Her Secrets with Erin Neill (Encore) appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

Do you know the importance of patriotism in your company? Today Joel McKinley and I delve into the concept of patriotism and how it can be applied in the business world. We'll explore the power of finding like-minded individuals who will fight for a cause, the importance of defining core values, and the impact of […] The post Episode 230: Unified Patriots in Your Business appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

Trigger Warning: Some content in this podcast episode includes the mention of suicide and mental health issues. Listener/Viewer discretion is advised. Joined once again by the incredible Joel McKinley, we dive into the importance of living the UPP life and having the freedom to live life on your own terms. Joel shares his recent experience […] The post Episode 229: #UPPLife – Tribal Awareness appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

Welcome to another episode of the Unstoppable Profit podcast! In today's show, I have a game-changing strategy that will help you grow your agency, create wealth, and give you more freedom. Inspired by a conversation with a successful agency owner, we're going to dive into the power of social proof testimonials and specifically, how to […] The post Episode 228: How To Get 1000 or More Google Reviews appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

Today we bring the latest insights and strategies to help you thrive in your business using AI. I am joined by a special guest, Joel McKinley, to discuss the power of artificial intelligence in recruiting and hiring top talent. From creating an ideal candidate avatar to crafting compelling recruitment ads, we unveil the secrets to […] The post Episode 227: Your Next “A” Team Member via AI appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

What topic is repeatedly brought up in my coaching sessions with high-performing agencies, you ask? It's the importance of Always Be Recruiting. Your success in business hinges on the strength of your team, and to improve your weakest link, you must consistently recruit new talent. But where do you find these new recruits? I share […] The post Episode 226: The Latest on Always Be Recruiting!!! appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

Discover how the top 1% of the best salespeople separate themselves from the rest by employing the art of disqualification and the power of asking the right questions. Tune in as I reveal the first five crucial questions that will help you determine whether a prospect is the right fit for your business. Learn how […] The post Episode 225: Selling – The Art of Disqualification appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

Are you not convinced about what Be Unstoppable Bootcamp can do for your business? I am welcomed by three more incredible guests: Amir Filsoof, Shane Eastman, and Brooke Sarratt. Join me as we hear inspiring stories as they will be sharing their experiences and insights from attending the Unstoppable Bootcamp. Get ready to be inspired, […] The post Episode 224: Be Unstoppable Bootcamp – More Agents Speak Out!! appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

Welcome back to another exciting episode. Today I am joined by special guests Maura Perkins, Sam Siador, and Terren Moore. Together, we dive deep into the transformative experience of attending the Be Unstoppable Bootcamp and how it has impacted their lives personally and professionally. The boot camp attracts high-achieving agents who are constantly seeking ways […] The post Episode 223: Be Unstoppable Bootcamp – Agents Speak Out!! appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

Are you truly connect with your customers and understand what you have to sell? I am extremely excited to bring on to the podcast Christos Provistalis. Get ready for an enlightening conversation as we dive deep into the power of human connection and understanding what you truly sell in your businesses. Christos brings his expertise […] The post Episode 222: What DO You Have To Sell with Christos Provistalis appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

  Welcome back to another episode of The Unstoppable Profit Podcast. Today, we have an exciting guest Sid Upadhyay from WizeHire. Sid shares insights from his experiences that helps main street businesses find top talent and compete with larger corporations. He'll discuss the challenges entrepreneurs face when it comes to hiring, the impact of culture […] The post Episode 221: Hiring Wise The First Time with Sid Upadhyay appeared first on Unstoppable Profit Podcast | Hosted by Mike Stromsoe.

In this episode of the Agency Intelligence podcast, host Jason Cass interviews Jeff Roy, the CEO of Excalibur Insurance Group. Jeff and Jason tackle everything that business owners should know, including the answer to this question: "Jeff, what is one thing you are doing today that you were not doing 10 years ago?" Take a listen to find out his answer! Episode Highlights: What has attributed to Jeff's success; skill or luck? (10:37) Jeff shares his background in science and how he found his way into business. (11:55) Jeff shares good business owner practices. (16:35) What has been different about what Jeff does today, versus 10 years ago? (21:27) Jeff mentions how the law of attraction has helped him. (27:41) Jeff shares a story about Mike Stromsoe's event that he attended. (30:48) Jeff shares details on a concept he's currently working on. (33:39) What's the number one way that Jeff gets business into his agency? (35:42) Jeff discusses lead quality in the age of Covid. (38:00) Jeff shares how he collects data with his marketing team. (44:34) Key Quotes: “I hate to lose. Basically, you learn everything by losing. All through sports growing up, you know, that's where I learned everything. The feeling of losing motivates you to become better, pick yourself up and be a better version of yourself.” - Jeff Roy “Skill makes luck. If you're doing enough things out there, eventually, you're going to get some luck because you're doing enough items. So, I'd say they're joined at the hip.” - Jeff Roy “We've got a mind that it's okay to make mistakes. My mantra is launch, fail, learn, fix. We try new things. We do things most people wouldn't do. We take the path less traveled...But, we try and make it work. We're not scared to spend money and learn from it.” - Jeff Roy Resources Mentioned: Jeff Roy LinkedIn Excalibur Insurance Group Agency Intelligence Reach out to Jason Cass