Max Revenue

The Max Revenue Show

Business EN ↓ 174 episodes

Never take advice from someone who inherited their book from daddy. Listen to this podcast instead. Every week Trey Shields and Micah Salas talk prospecting, sales, and productivity for growth-minded Producers building their book from scratch.

Author

Max Revenue

Category

Business

Latest episode

Jul 2, 2026

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Episodes

How To Build a $1.3M EB Book and Have Fun Along the Way | Alex Rodriquez 12.03.2026

In this episode, Luke and Trey sit down with Alex Rodriguez, a blue chip benefits broker out of Arizona. Alex shares his journey from HR to building a thriving employee benefits book. He shares his strategies for prospecting, tips for building lasting client relationships, and how to do it all while still have fun along the way. Key Topics: Alex’s transition from PR and HR into insurance sales and...

He Wrote $1M in 12 Years, Then Doubled It In 4 | Dave Slocum 10.03.2026

In this episode, Micah and Trey talk with top producer Dave Slocum. Dave shares his journey from grinding it out for the first twelve years, to his rapid growth in the last 4 years. Dave shares his strategies for prospecting, client meetings, risk selling, and scaling his book. Keywords: insurance sales, agency growth, prospecting, client meetings, risk management, insurance brokerage, sales strat...

He Built Two $3 Million EB Books Then Became the CEO | Tim Leman 05.03.2026

Tim is the CEO of Gibson, one of the top independent agencies in the Midwest. Before becoming CEO he was a top EB Broker builing two separate $3 million books across three different markets. In this episode, Tim joins Luke to break down exactly what separates elite EB producers from everyone else, what it actually means to be a subject matter expert in EB today, and why math is a secret weapon mos...

Providing Value Far Beyond Coverage Expertise with Top Producer Houston Harris 03.03.2026

In this episode, Houston Harris shares his 20+ years of insights, including his personal transformation from transactional to a value-driven consultative approach. Key Topics: -Houston’s origin story from East Texas to helping lead a $60M agency - The importance of maintaining independence for long-term growth - Mindset shifts: from transactional to consultative insurance selling - Strategies for...

The Huge Opportunity Most Benefits Brokers Are Ignoring with Dr. Eric Bricker and Joe Wilson 25.02.2026

In this episode, Trey and Luke sit down with Dr. Eric Bricker and Joe Wilson of Frontier Direct Care to break down everything you need to know about Direct Primary Care — what it is, where it works, and why most brokers are leaving money on the table by ignoring it. ... 📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠ https://www.insurancexdate.com/maxrevenue 📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠ ht...

From Stuck at $600K to Multi-Million Dollar Producer with Guffy Wright 23.02.2026

In this episode, Micah talks with top producer Guffy Wright. After being stuck for multiple years at $600K he shares the radical mindset shift that propelled him to $2.5M+ and sustainable, unstoppable momentum. If you're feeling stuck, unsure how to break through stagnation, or overwhelmed by the pressure to constantly perform, this episode is your blueprint for transformation. ... 📈 Free Trial o...

The Evolution of a Top Producer: From Intern to Heavy Hitter with David Goldsmith 17.02.2026

In this episode Micah and Trey sit down with David Goldsmith. He shares his story from starting as an intern to becoming a heavy hitter at a top firm. In this episode, we break down the real journey from zero to top producer including the habits, mindset shifts, and hard lessons that actually move the needle.... 📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue 📬Sig...

3 Reasons Benefits Brokers Struggle to Scale While Others Skyrocket 11.02.2026

In this episode, Luke breaks down the 3 massive roadblocks he sees trapping benefits producers and how to get around, through, and over them. ... 📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠ https://www.insurancexdate.com/maxrevenue 📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠ https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠ 📒 Grab The Producer Playbook: ⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/page/playb...

How To Build a $7M+ Book of Business Team Selling with Ryan Garzon and Myriam Leal 09.02.2026

In this episode, Trey talks with Top Producer Team, Myriam Leal and Ryan Garzon. They share how they got started together, how they're scaling their book to $10M and beyond, and the many lessons they've learned along the way. Instant classic. ... 📈 Free Trial of Insurance Xdate: ⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com/maxrevenue 📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠ https://maxrevenue...

What Every Benefits Broker Needs to Know About Vendor Stacks in 2026 04.02.2026

In this episode, Luke discusses all things "vendor stack". Why you need one, how to build one, and how to deploy without overwhelming clients. Luke also touches on recent regulatory changes affecting pharmacy benefit managers (PBMs) and the implications for your clients. ... 📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠⁠ https://www.insurancexdate.com/maxrevenue 📬Sign up for The Max Revenue Le...

How Trey Griffy Turned HOAs Into a $1M+ Niche Homerun (300+ Associations Served and Counting) 03.02.2026

In this episode we talk with Trey Griffy, an HOA insurance specialist. He reveals the behind-the-scenes strategies that took him from struggling producer (he tried to quit 3 times) to building a $1M+ book in a unique niche. Whether you're a new producer in need of motivation, or a seasoned producer looking to sharpen your saw, this episode is for you. ... 📈 Free Trial of Insurance Xdate:⁠⁠⁠⁠⁠...

My Benefits Sales Process From Start to Finish with Luke Berry 28.01.2026

In this episode, Luke dives into his entire sales process for Benefits Producers. Discover how to convert suspects into prospects and prospects into clients with Luke's innovative "Four Door Approach." Gain insights into building trust, adding value, and mastering the sales process to achieve long-term success. EB Playbook coming soon! ...

How Bryce Ellis Built a $1.3M Book at a 3-Man Agency In His 20's! 27.01.2026

In this episode, we sit down with Bryce Ellis, a rising star producer in his 20's. Despite starting his career during the chaos of COVID, being at a small shop, and completely inexperienced fresh out of college, Bryce didn't let any of it slow him down. Bryce is Exhibit A that age and experience aren't prerequisites for building a serious book. Whether you're a new producer wonderi...

5 Biggest Mistakes Benefits Producers Make (And What To Do Instead) w/ Luke Berry 23.01.2026

In this episode, Luke reveals the 5 biggest mistakes employee benefit producers make—and how to avoid them. Whether you're brand new or a 20-year benefits veteran, you're probably making at least one of these. This isn't theory. Luke's built one of the most respected practices in the industry (topping $1M in revenue in 2025 alone) and he's breaking down exactly what works and what doesn't. ... 📈...

WithCoverage, GLP-1s, and Affordable Healthcare 20.01.2026

In this episode, Trey, Micah, and Luke dive into the latest news, and trends in the insurance industry, including WithCoverage and the AI impact on traditional broker models, the complexities of GLP-1 drugs and the ADA , and the ever evolving landscape of healthcare pricing.

How Michael Built a 7-Figure Book Serving Churches and Nonprofits 19.01.2026

In this episode, Trey sits down with Michael Campbell, a 7-figure producer in the faith space. Michael reveals how he built his book writing exclusively churches and nonprofits, while working at a smaller agency. A great conversation with an even greater guy. ... 📈 Free Trial of Insurance Xdate: ⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com 📬Sign up for The Max Revenue Letter: ⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegr...

Rules For Thee, Not For Me: The Hypocrisy of the Howden and Brown & Brown Debacle w/ Brandon Schuh 15.01.2026

In this episode, Trey and Micah talk with Brandon Schuh, a multi-million dollar producer in the product liability space. Brandon shares his unique insight into the Howden vs. Brown & Brown drama as an ex-Hays Cos producer, and it's implications for brokerage valuations, and the future of non-solicit agreements in the commercial insurance industry. The conversation also covers the importanc...

How Tony Brunini Writes $750K+ a Year In This Unique RE Niche 14.01.2026

In this episode, Trey talks with Top Producer, Tony Brunini. Tony didn't get into insurance until he was 40. Now he writes $750K+ a year specializing in a unique RE vertical. Tony shares how he did it, what its like now trying to scale to $5M and beyond, and what he'd do if he had to start all over again. ... 📈 Insurance Xdate:⁠⁠⁠⁠⁠⁠ https://www.insurancexdate.com 📬Sign up for The Max Re...

Live Rapid-Fire Objection Handling w/ Micah 13.01.2026

In this episode, Trey grills Micah with objections live, and Micah responds with no prep. Plus, the most powerful phrase in cold calling, gatekeeper strategies, and when NOT to overcome objections. After 15 years in insurance sales and building a $1M+ book through cold outbound, these are the objection responses that actually work for Micah in 2026.

Maduro, McRibs, and Carriers Lighting Money on Fire 12.01.2026

In this episode, the guys discuss: Nearly half of top insurers are terrible at insurance Class action lawsuits are exploding and what producers need to know Political risk is the new business risk (and nobody's ready for it) The loneliness epidemic is crushing the workforce Voluntary benefits are having a moment, here's why Commission structures are shifting, adapt or get left behind Why &...

From Selling Knives To Becoming A Multi-Million Dollar Producer by 33 with Luke Berry 07.01.2026

Luke Berry went from selling Cutco knives to building a $3M insurance book by 33. In this episode, he breaks down exactly how he did it—and how he'd do it even faster if starting over. ... 📈 Insurance Xdate:⁠⁠⁠⁠⁠⁠ https://www.insurancexdate.com 📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠⁠ https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠⁠ 📒 Grab The Producer Playbook:⁠⁠⁠⁠⁠⁠⁠ https://maxrevenuegroup...

Add This One Thing to Your Routine to Make 2026 Your Best Year (Plus Q&A) 06.01.2026

In this episode, Micah breaks down: - Why "meditation" (aka sitting quietly) makes you better at cold calls - How silence helps you stop emotionally vomiting on prospects - The exact ROI of slowing down to speed up your sales cycle - Why top producers seem weirdly calm when deals blow up Plus: Q&A on writing books that land $30K deals, structuring follow-ups without overthinking it,...

Brown & Brown Gets Roasted In Court (And Much More) 05.01.2026

In this episode of Last Week In Insurance, Micah, Trey, and Luke discuss the news you need to know, including:- The ongoing legal issues faced by Brown and Brown- The impact of AI on claims adjusters- Legislative changes regarding pharmacy benefits- The evolving conversation around medical marijuana in workers' comp...📈 Insurance Xdate:⁠⁠⁠⁠⁠⁠https://www.insurancexdate.com📬Sign up for The Max...

$1M In His First 5 Years w/ Raymond White 31.12.2025

In this episode, we sit down with Raymond White, the kid phenom from Roark & Sutton. Raymond shares how he found his lane in the insurance business, the strategies he uses to differentiate himself from others in his niche, and what he'd do all over again if he had to start from scratch. ... 📈 Insurance Xdate:⁠⁠⁠⁠⁠⁠ https://www.insurancexdate.com 📬Sign up for The Max Revenue Letter:⁠⁠⁠⁠⁠⁠...

How To Handle Tough Renewals Without Losing Your Client 30.12.2025

In this episode, Micah explains why tough renewals don't have to mean lost clients. He reveals how to start the renewal conversation, how to set expectations so clients don't lose their minds, and the exact communication cadence that keeps clients dialed in. If you're a producer who wants to learn how to navigate the tricky waters of tough renewals this episode is for you. ... 📈 Insur...

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