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Episode 293: Harnessing AI for Growth with Daniel Metcalf
Manage episode 485965805 series 2093613
When a speaker leaves an entire room buzzing, you know they’re onto something powerful—and that’s exactly what happened when Daniel Metcalf shared his insights at our Grand Mastermind. In this episode, I finally got him behind the mic to break down what’s really happening at the intersection of AI, cybersecurity, and independent insurance agency growth.
Daniel, co-founder of CyberFin and a seasoned expert in both AI and security, shares how agencies can stop drowning in AI “features” and start extracting real business benefits. We explore how to build a protected, efficient agency tech stack with AI and automation at the core—freeing up your people, reducing risk, and ultimately driving profitability. Daniel also walks us through how to identify repetitive tasks ripe for automation, the right way to adopt AI tools without compromising data, and why building a custom AI “co-CEO” might be your smartest next move.
Highlights:
- How to identify and automate the most time-consuming, repetitive agency tasks for maximum efficiency gains.
- Why “features fatigue” is real—and how to focus on AI tools that actually deliver measurable ROI.
- What agentic AI is, how it differs from bots, and how it’s quietly reshaping operations in forward-thinking agencies.
- The real risks of unsecured AI use in agencies and how to implement zero-trust, verifiable AI policies.
- How to reverse-engineer your agency’s structure by leading with AI, then layering in VAs and licensed experts.
- Why your first AI move should be building a custom GPT “co-CEO” to guide strategic decisions and save hours of thinking time.
About Daniel Metcalf:
Daniel Metcalf, Co-founder & President of CyberFin. Daniel’s a Speaker & Cybersecurity Evangelist for the Insurance Industry on a mission to simplify cybersecurity for SMBs, and especially for Financial and Insurance Agencies.
His mission and my passion is to protect entrepreneurs and agency owners from cyber-crimes & compliance fines.
But my journey doesn’t stop there.
With a rich background in marketing, tech, and e-commerce, Daniel’s worn multiple hats – from a visionary entrepreneur to a results-driven Chief Revenue Officer. His expertise in revenue operations for tech and e-commerce companies has consistently driven growth and innovation to all my endeavors.
At his core, he’s a tech enthusiast with an entrepreneurial spirit, a Marketing Maverick with a Tech Twist, always eager to connect, collaborate, and create.
Whether it’s pioneering cybersecurity solutions at CyberFin or strategizing revenue growth for tech ventures, Daniel thrives on challenges and the thrill of innovation.
If you’re an entrepreneur, business owner, or just someone passionate about tech and innovation, let’s connect and explore synergies!
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: [email protected]
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.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)!
293 episodes
Manage episode 485965805 series 2093613
When a speaker leaves an entire room buzzing, you know they’re onto something powerful—and that’s exactly what happened when Daniel Metcalf shared his insights at our Grand Mastermind. In this episode, I finally got him behind the mic to break down what’s really happening at the intersection of AI, cybersecurity, and independent insurance agency growth.
Daniel, co-founder of CyberFin and a seasoned expert in both AI and security, shares how agencies can stop drowning in AI “features” and start extracting real business benefits. We explore how to build a protected, efficient agency tech stack with AI and automation at the core—freeing up your people, reducing risk, and ultimately driving profitability. Daniel also walks us through how to identify repetitive tasks ripe for automation, the right way to adopt AI tools without compromising data, and why building a custom AI “co-CEO” might be your smartest next move.
Highlights:
- How to identify and automate the most time-consuming, repetitive agency tasks for maximum efficiency gains.
- Why “features fatigue” is real—and how to focus on AI tools that actually deliver measurable ROI.
- What agentic AI is, how it differs from bots, and how it’s quietly reshaping operations in forward-thinking agencies.
- The real risks of unsecured AI use in agencies and how to implement zero-trust, verifiable AI policies.
- How to reverse-engineer your agency’s structure by leading with AI, then layering in VAs and licensed experts.
- Why your first AI move should be building a custom GPT “co-CEO” to guide strategic decisions and save hours of thinking time.
About Daniel Metcalf:
Daniel Metcalf, Co-founder & President of CyberFin. Daniel’s a Speaker & Cybersecurity Evangelist for the Insurance Industry on a mission to simplify cybersecurity for SMBs, and especially for Financial and Insurance Agencies.
His mission and my passion is to protect entrepreneurs and agency owners from cyber-crimes & compliance fines.
But my journey doesn’t stop there.
With a rich background in marketing, tech, and e-commerce, Daniel’s worn multiple hats – from a visionary entrepreneur to a results-driven Chief Revenue Officer. His expertise in revenue operations for tech and e-commerce companies has consistently driven growth and innovation to all my endeavors.
At his core, he’s a tech enthusiast with an entrepreneurial spirit, a Marketing Maverick with a Tech Twist, always eager to connect, collaborate, and create.
Whether it’s pioneering cybersecurity solutions at CyberFin or strategizing revenue growth for tech ventures, Daniel thrives on challenges and the thrill of innovation.
If you’re an entrepreneur, business owner, or just someone passionate about tech and innovation, let’s connect and explore synergies!
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: [email protected]
Website: http://unstoppableprofitproducer.com/
Virtual Events: http://www.uppfaststart.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)!
293 episodes
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