Couverture de EPIC Plans | THE RECURRING REVENUE PODCAST

EPIC Plans | THE RECURRING REVENUE PODCAST

EPIC Plans | THE RECURRING REVENUE PODCAST

De : Mitch Felix
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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.Mitch Felix Direction Economie Management et direction
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    Épisodes
    • Owning the Lane in Woodside – with Vicky Costantini
      Aug 10 2025

      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

      Afficher plus Afficher moins
      30 min
    • Jenn Gevertz & Barry Gevertz: Building a Generational Real Estate Brand on Trust
      Jul 30 2025

      🎙️ Jenn Gevertz & Barry Gevertz | Family, Trust & Real Estate That Lasts


      Some 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 family


      From 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 & Engineering

      Need approvable building plans for residential, commercial, or development projects?

      Visit https://www.buildeverythingepic.com


      🔹 FelixTrust.cloud – The 30-Day Signal Sprint for Founders

      Grow 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

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      36 min
    • David Tapper — 27 Years in Real Estate, Loyalty as Leverage & Building Legacy Through Trust
      Jul 13 2025

      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 legacy

      • The mindset behind training agents for loyalty and lift

      • What AI might never replace in a trust-driven business

      • The systems that will help him step into his next season with confidence

      We 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 Felix

      This 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.

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      47 min
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