Stay Paid - Insurance and Financial Marketing

In today's episode, Luke breakdowns how you can succeed on Social Media for your business! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.

This week's Stay Paid guest is Tony Holland, CEO of Global Premier Benefits and managing partner at Integrity Marketing Group. He's also a stud when it comes to branding and lead generation, so we asked him to share his strategies and best advice for newer agents on how they can bypass the industry's extreme attrition to experience success. Join us to hear about the three indispensable traits needed to make it big in insurance sales, find out the essential elements agents need to include on their business cards, and learn about a grassroots marketing strategy that produces leads with a 75–80% close rate.

In today's episode, Luke breakdowns the best way to create impact for your business! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.

During March Madness, we posted a bracket to Instagram filled out with some of the best Stay Paid podcast episodes from 2023, then created a poll asking people to vote for their favorite guest in each face-off. Eventually, an overall champion emerged: David Price! This week, we're honoring his victory as our listeners' selection for best insurance episode by reposting his interview. It's both highly practical, offering great tips and advice, and deeply inspirational. When you listen, you'll understand why listeners chose his as the most captivating.

In today's episode, Luke talks about the #1 key trait to happiness and success! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.

This week, we're sharing again our interviewing featuring Erin Botsford, developer of the Elite Advisor Success System, CEO of the Advisor Authority, and author of Seven Figure Firm: How to Build a Financial Services Business That Grows Itself. As she's been named to every category of Barron's Top 100, it's no mystery why Erin is among our most admired guests. Join us to discover why times of uncertainty and crisis are the easiest times to dominate the market, the marketing message she uses to max out the attendance at her seminars, and the best question to ask prospects that's guaranteed to close the deal.

In today's episode, Luke talks with Medicare Misty about building the perfect brand that will dominate the industry!  This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.

You may take lengthy minutes selecting the perfect words for your blog, but in the long run, research suggests you could be better off investing that time into choosing images. In this episode of Stay Paid, we share five ways you can use images to raise your blog's click-through rate, increase the time visitors spend reading your articles, boost social sharing, and improve readers' retention. Join us to discover how many images you should include, and where you should place them, to get better results; the must-have image you need to include in every blog and how to optimize its effect; and AI and more traditional tools that will help you create blog images, pictures for social media posts, and videos.

In today's episode, Luke breaks down the best 26 touchpoint plan for your database this year! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.

At 19, Alexander Saleh, this week's Stay Paid guest, became a competitor on Cody Askins's The Ultimate Agent reality show—and won. On the last day of the challenge, he put up $7,800 in annualized premium. And later, during his first year as a full-time agent, he made $100K! Check out his interview to hear his story and find out all you need to know to elevate your game. Discover the simple strategy young or inexperienced agents can use to eliminate the wariness prospects may feel about doing business with you, a foolproof method that will build your confidence and skill as a professional, and Alexander's brilliant tactic and script you can use to consistently garner multiple referrals at every appointment.

In today's episode, Luke talks to the CEO and Founder of Affordacare Insurance Steven Guilfoile and he breaks down how he grew such a successful company! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.

This week's Stay Paid guest is Bobby Jones, founder and president of Delta Medicare Benefits Group in Memphis, Tennessee. Bobby has discovered that what's old is new again—he's advertising on television. While it's not the cheapest strategy, his ROI is tremendous. In fact, his team reeled in 400 signed apps in one month! Join us to get the nuts and bolts about TV advertising (how to start, the cost, different formats, and more), find out the strategy Bobby used to select the most profitable time slots for his commercials, and discover the unique reason he rarely hires experienced agents.

In today's episode, Luke talks about the secret ingredients that make a great leader! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.

This week, Bill Thurman—author, agency owner, and CEO of Legacy Consultants—shares a heartbreaking story of his regret to make the point that selling life insurance is a lifesaving service. He believes agents owe it to their prospects to do everything in their power to convince them to buy the policy they need. Join us this week to hear about the Babe Ruth Bucket System, why it's a brilliant branding move, and how you can use it to educate and convert your clients; discover a tremendously successful script for overcoming the single objection that puts an end to most sales; and find out why most insurance training is not working to produce successful, lifelong careers for agents.

In today's episode Like talks about the two most important traits that every sales professional needs! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.

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.

In today's episode, Luke talks about the 3 major takeaways he had from the insurance syndicate grand opening. This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.  

Tracy Lownsberry is a top 1% producer and the founder of “Annuity Giants”—the largest Facebook group for licensed professionals who sell annuities. Join us to discover his highly effective lead-gen strategy that flies in the face of what most annuity sales professionals are doing, the one thing every Facebook ad campaign must have to avoid losing precious leads, and a superior sales strategy that deliberately downplays attempts to sell.

In today's episode, Luke shares the story about his BIGGEST mistake that led to him losing 1.2 million dollars in recurring revenue! Want to know how he overcame it? Listen to the episode to find out!   This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.

Greg Birch, president of Delta Financial Life and this week's Stay Paid guest, notes that selling Medicare is more like taking orders than pushing policies—making Medicare a very unique business. As Greg observes, even a mediocre agent could bring home $1M in residuals within 10 years. But if it's so easy, then why do the majority of agents fail? Join us to hear about the superior alternative to buying leads that has a proven track record of success, the three activities that always lead to success, and the two simple goals an agent needs to achieve to get a signed contract.

How do you create raving fans that refer and never leave?   After having the privilege to interview the past Client Experience Officer for Disney, Luke shares the number one characteristic all major brands have in common when it comes to raving fans. If you want more referrals, you won't want to miss this episode.   This episode was pre-recorded from Luke's weekly program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.

Roy Snarr is a nationally recognized authority on long-term care insurance whose been named “Top of the Table” six times by the Million Dollar Round Table, the premier association for financial professionals. Roy shares how he started in insurance and what it took to build his $100M agency. Listening to his interview, it isn't hard to imagine how his beginnings have influenced his attitude and work ethic—and why his advice to struggling agents strikes at the heart of one's motivation. Roy also explains why he promotes seminars as one of the best ways to generate leads, how he gets prospects to fill the seats, and how agents can implement a similar strategy. Join us this week to hear the radical tactic Roy uses to keep himself committed to consistency and how agents can adopt a similar approach, find out the #1 reason that makes hosting seminars a highly effective lead-generating strategy, and learn an easy and highly effective way to host a seminar even if you're not a confident public speaker. Visit the home of Stay Paid at remindermedia.com to revel in the world's best marketing. Connect | Resources ·      Website: roysnarr.com ·      YouTube: The Roy Snarr Show ·      Training: Snarr Agent Academy ·      FREE e-book: Lead Generation for Insurance Brokers

In this today's episode, Luke reveals the 3 things that all successful people have in common. Do you know what they are? Listen to this episode to find out!   This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.

David Duford, owner of Duford Insurance Group, author, and YouTube influencer, is crushing the recruitment and lead-gen games with his video content—a still largely untapped tactic among insurance professionals. In this episode of Stay Paid, David shares his thoughts about changes to how final expense insurance is marketed, his experience with conversion rates, and how he addresses nonperformers. He also reveals his strategy for creating compelling content that engages audiences and attracts new agents. Join us to find out the two critical steps every content creator must take to attract and keep an audience, conversion-rate benchmarks that will tell you whether your lead spend is delivering results, and three ideas for video content you can easily create today to start building a social media brand. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional insights from the episode. Connect | Resources YouTube: @TheDIGAgency You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 1:13     Guest introduction: 1:37     Life as a YouTube influencer 2:12     Reasons to go all in on YouTube 3:56     Two big lessons in content marketing 5:30     FEI lead gen advice 6:55     Conversion rates     8:21     Working telesales leads 10:51   Prevalence of content marketing in FEI 12:04   Referrals vs. buying leads 13:03   Tactics for recruiting agents–Golden Nugget 14:12   Recruitment funnel 16:38   Tips to attract an audience 19:33   Be thoughtful with your content 21:27   Hire with intention 25:49   Action Item   Want Josh and Luke to help you with your marketing? Visit www.remindermedia.com/StayPaidMarketing    

We're a month into the new year, and we've taken stock of how ReminderMedia (the company behind Stay Paid) performed in 2023. The bottom line: we missed our revenue goals. But more importantly, we figured out why. In today's Silver Dollar episode, we're sharing the super valuable lesson we learned to stop you from making the same mistake that cost us millions of dollars in lost opportunity. Join us to find out the litmus test you must apply to your thinking before making any business decision, the indispensable business tool that will guide you toward wise choices and away from dangerous ones, and the single behavior that crushes any hope you have of achieving your goals and how to stop it. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional insights from the episode.   Connect | Resources FREE printable resources you can use to stay focused on the goals that matter: ·      Yearly Goal Planner: Includes planners for your day, week, and month ·      KPI Tracking Sheet: A tool to help you track and measure your progress You can get more free resources, including e-books, additional printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 0:57     Look for patterns 2:24     Half-hearted commitment 3:22     The mistake we made     7:10     Be okay with saying no 8:21     Don't deviate from your vision 9:38     Don't settle for passive approval 12:01   Should you should angry 14:32   Action Item   Want Josh and Luke to help you with your marketing? Visit www.remindermedia.com/StayPaidMarketing    

Our guest is Edward Pritchett, managing partner at Symmetry Financial Group and CEO of one of their top-performing agencies, which boasts one of the highest agent-retention rates in the industry. During his interview, Edward emphasizes that as 1099 earners, agents are business owners; as such, they need to plan how to run a business before plunging into entrepreneurship. He also discusses the mindset required to succeed at the highest level and the need to stay ahead of the curve regarding industry developments and adapt your strategies accordingly. Join us to discover the practical implications of adopting the mindset of a business owner and how to avoid common pitfalls that hinder long-term growth, a no-nonsense approach to coping with those who don't perform as expected as well as creating an environment where agents thrive and stay committed, and why continuous education is the best avenue to advancing your professional growth and distinguishing yourself from your competition. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional insights from the episode. Connect | Resources ·      Connect with Edward on social media by searching: theedwardpritchett ·      YouTube podcast: Life Insurance Today with Edward Pritchett You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 1:53     Introduction to real estate investing 3:53     Gratification from making a difference 5:27     Advice for starting an insurance career 8:39     Preparation leads to success 10:37   Need to learn the business     14:34   The key to longevity in insurance 17:08   Consequences of the downline model 17:08   Set expectations for new agents 21:19   Tactics to encourage continuous education 23:46   Parsing out your resources 29:02   Give value to get value; earn resources 30:57   Information and training for agents | Podcast 35:18   Action Item Want Josh and Luke to help you with your marketing? Visit www.remindermedia.com/StayPaidMarketing The Secret to Building a LASTING Insurance Career

If you're eager to revolutionize your lead-generation game, then get ready—we're unveiling the transformative power of case studies along with eight tips for how to maximize their persuasive appeal. Join us to discover examples of compelling stories that showcase your value and skills (making you the preferred choice among your competitors), the essential information to include that enhances your expertise and inspires leads to do business with you, and valuable suggestions for provoking emotions while incorporating facts and including visuals that keep your audience engaged from beginning to end. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional insights from the episode. Connect | Resources FREE e-book: The Relationship Marketer's Guide to Growth Hacking You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 0:57     The goal of a case study 1:29     The goal of a case study 1:53     Tip #1: Select a compelling story 2:27     Examples of stories 4:23     Tip #2: Set the stage 4:52     Tip #3: Highlight your expertise 5:57     Tip #4: Quantify your results 6:21     Tip #5: Capture the emotional impact 6:58     Tip #6: Include visual enhancements 9:06     Tip #7: Make it concise and engaging 10:15   Tip #8: Include a CTA 11:41   Bonus tips 12:58   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/   8 Tips for Creating a Lead-Converting Case Study

Our conversation this week is with Grant Dougherty, chief strategy officer for Senior Life Services. Grant speaks with pride about what sets Senior Life Services apart from other agencies, such as how it invests in leads as a way of investing in its agents. He shares the organization's various lead generation strategies and the performance standards its agents strive to live up to. We also ask Grant to tell us what he thinks makes for a good producer along with the qualities he looks for when recruiting agents. It's at this point that Grant shares his deeply held beliefs about personal accountability, striving for achievement, and why your mindset, environment, and success are inseparable. Join us for this inspiring conversation to discover the essential driving force agents need to avoid burnout, three skills you want in new agents that far outweigh experience, and the antidote to the attitude that holds people back from achieving their best. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional insights from the episode. Connect | Resources FREE e-book: Lead Generation for Insurance Brokers You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 1:32     Guest introduction 2:18     SLS's lead generation strategy 6:39     Experience with targeted ads 9:51     Three qualities of productive agents 13:18   The growth of telesales 15:01   Metrics for sales dials  17:50   Managing human nature 19:51   Prevailing attitudes vs. extreme ownership 23:52   Like attracts like | The company you keep 26:04   Proximity to power | High-value activity 29:42   Living life intentionally | Be open to growth 32:56   A vision of freedom 35:06   Cost vs. worth 37:23   The motivating force of accountability 41:29   Learn to hate wasted time | Build momentum 43:46   Outwork to outshine 46:26   Live your best life 51:13   Action Item Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/ A Deep Dive into the Mindset of Success

Every industry at some point experiences a shift in the market. But rather than lament this fact, you need a plan to adjust to the changing circumstances. We review four well-advised principles that have proven time and again to help proactive businesses stay on track and even thrive where others fail. They represent the collective wisdom of successful entrepreneurs, respected authors, lessons learned from the 2008 real estate market, and our own experiences. Join us to find out the single strategic approach that needs to drive every decision, how to ensure you retain the confidence of your employees and customers, the smartest investments you can make to improve efficiency while cutting costs, and why focusing on the basics—and what that really means—is fundamental to securing your future. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional insights from the episode. Connect | Resources FREE e-book: The Relationship Marketer's Guide to Growth Hacking You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 1:41     All markets experience shifts 2:57     #1: Lead with revenue 5:23     #2: Communicate, communicate, communicate 7:25     #3: Leverage technology and automation     9:35     #4: Focus on selling your value proposition 12:07   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/   How to Thrive in a Shifting Market | 4 Top-Notch Strategies

This week, we ask Brian Celestine, a partner at North American Senior Benefits with 15 years of experience in insurance, to share his thoughts about what has made him such a success and the tactics he coaches his agents to use with their clients. Brian has the mindset, hustle, and consistency that create superstars, and when you hear him describe how he gets three to five referrals at every appointment he sets, you'll understand what true confidence and persistence looks like. Join us to find out why the most attractive thing about a career in insurance is also often what causes agents to fail, learn about one of the greatest tactics we've ever heard—complete with a script and the key to delivering it well—that will guarantee you'll leave every appointment with warm leads, and discover why a consistent presentation is required to build the confidence that closes deals. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources ·      Connect with Brian: 337-412-2082 ·      FREE e-book: “How Independent Insurance Agents Can Increase Service and Lines of Coverage” You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 1:12     Brian's backstory 1:36     Secret to 15 years of success 3:45     Recommendations for daily schedule 7:12     Referral strategy (script) – Golden Nugget 13:26   What stops agents from closing 16:08   Consistency, confidence, & competency 20:35   Advice to struggling agents 27:13   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/   Unconventional Tactics to Collect Warm Insurance Leads

Every business owner knows they need to be active on social media, but many struggle to do it with the regularity required to make an impact. Managing social media is work, demanding time and effort to create and post content, engage followers, and track analytics. It's little wonder that many feel like they're fighting a battle between participating in social media and actually running their businesses. We feel your pain, so we're offering seven tips to help you streamline and automate your social media management. Join us to find out how users interact with Facebook and what that means for the content you post, the best and worst days and times to post and how you can determine when your audience is most active, and suggestions for tools to automate what you should and how to stay engaged when automation is not an option. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources ·      Visit staypaidpodcast.com/digital for a special discount and discover how easy social automation can be. ·      FREE Social Media Bundle: Motivational Quotes – Use this package of social media graphics to up your game and encourage engagement! Download the .zip file to get started. You can get more free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 2:11     Tip #1: Identify the right tasks to automate 4:06     Tip #2: Plan content & select best days & times 5:56     Tip #3: Use social listening tools 6:44     Tip #4: Make use of chatbots 7:53     Tip #5: Automate your analytics 8:44     Tip #6: Know when to comment 10:03   Tip #7: Choose the proper tools 13:03   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/

This week we're speaking with Kim Sixkiller, president of Magellan Healthcare and the founder and owner of K6 Resources where she trains insurance professionals to optimize their businesses and offer premier service to their own Medicare clients. Her interview is a treasure trove of sound advice, including selecting an IMO to attracting and closing Medicare clients to staving off the competition trying to upsell your clients. Join us to discover the three must-have tools every agent needs to drive their business, the most important question to ask when interviewing an IMO, a brilliant script that will not only earn you oodles of trust but also help ensure that your clients remain your clients for all their insurance needs, and two sales-killing mistakes that will destroy your chances of converting a prospective client. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources ·      Website: partnerwithmagellanhealthcare.com ·      Website: k6resources.com ·      Email: k6@magellanfinancial.com You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 1:57     Kim's backstory 4:05     3 essentials to go independent 6:57     Q1: Ask how you get paid 8:12     Q2: Ask about leads     8:52     Q3: Ask about systems and tools 9:43     Training agents to educate prospects 11:47   Seminars generate Medicare leads 14:51   Closing benchmarks 16:50   Two reasons your not closing the sale 17:56   Role of referrals | Tactics for following up 20:22   How to protect your clients | Script 22:27   3 tactics to develop a productive mindset 25:53   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/   7 Time-Saving Social Media Management Tips

New Year's resolutions are a timely topic, but whatever your goals and whenever you set them, the only way you will ever achieve any of them is to take action. This week, we offer four practical, proven, and actionable steps you can take today to ensure that you become one of the exceptional 20% of people who actually achieve what they set out to do. Join us to discover four ways that will absolutely ensure you remain accountable for your progress, the powerful reason you should visually track your progress, and why it's vitally important to reward small wins. And if you are going to quit, listen to learn when the best time is to move on.   Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources ·      FREE e-book: “The Relationship Marketer's Guide to Branding” ·      Blog: 5 Most Powerful SMART Goals for Real Estate Agents in 2023 You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 0:58     Make sticking to goals a priority 2:29     Tip 1: Get an accountability partner     5:17     Tip 2: Visually track your progress 6:37     Tip 3: Be proactive and prepare 9:42     Tip 4: Reward your progress 12:26   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/ How to Actually Stick to Your Resolutions This Year

To put you in the absolute best position and frame of mind to make 2024 your year to crush it, we're reposting an interview that blew our listeners out of the water. If you've heard our conversation with David Alvarado before, you know his is an interview worth listening to again. The story of his rise, fall, and resurrection in the insurance industry, including the decision that turned his career around and enabled him—at age 24—to buy a new Lexus and a $400,000 home, will undoubtedly inspire you to achieve your dreams. If you're new to Stay Paid, we can't think of a better episode to showcase the value our guests routinely deliver to our listeners that supports our mission to help you close more deals and retain more business. So listen to David's interview to find out the life-changing decision that can make the difference between just getting by and becoming a multimillion-dollar producer, uncover the self-serving benefits of cold calling and what happens when you keep dialing—even when you get repeatedly rejected—and discover what it means to be a coach and how the key to recruiting and keeping agents is bound to your own aspirations. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources ·      Instagram: therealdavidalvarado ·      LinkedIn: David Alvarado ·      Website: Alvarado Master Agency You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 1:54     David's backstory 5:01     Reality check     8:58     Turning point 11:01   You're one decision away 12:22   Thoughts on prospecting 15:48   Shorten the learning curve 19:15   Thoughts on scripts 21:03   How to attract and keep talent 27:43   David's words to live by 31:43   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/   Our Best Insurance Interview of 2023

Referrals are literally free leads, so it only makes sense that you do everything you can to maximize your referral rate as a powerful strategy to build your business. We're sharing five tactics with dozens of examples to increase your referral rate and collect more customer reviews, and we're certain that there is at least one idea among them that you haven't thought to use before. Join us to discover a little used but highly effective way to get referrals from even your busiest clients, hear a simple script that makes asking clients for referrals a natural part of any conversation, and find out how Google makes it super easy for you to add reviews to your business page. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources Free e-book: “You CAN Build a 100% Referral-Based Business” You can get more free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 0:57     Clients as voluntary marketers 1:36     Why we don't ask for referrals 2:05     #1 Make it easy to give referrals     2:50     Favoring quantity over quality     4:08     Quick referral script 6:12     #2 Offer an incentive 7:12     #3 Build personal relationships     10:00   #4 Leverage social proof 12:10   #5 Make asking a routine 13:12   How to assess your success 13:57   Bonus tip: When to ask 16:08   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/   5 Awesome Ways to Get More Referrals in 2024

After Kevin Thompson suffered a career-ending injury as a professional baseball player, he used his earlier experience as the victim of a Ponzi scheme to become a successful registered independent advisor. That's a combo of backgrounds we just had to know more about! In addition to sharing the #1 business lesson he learned while playing for the New York Yankees, Kevin describes his approach to lead generation and details how he operationalizes his unfaltering belief in the referral-generating power of keeping in consistent touch with his clients and sphere. Join us to better understand the value of providing free resources to attract your target audience, hear how you can effectively request referrals and connect with these leads, and discover a practical cadence that will keep you in front of clients without becoming overbearing—and how easy it really is to stay top of mind. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources ·      Website: 9I Capital Group ·      LinkedIn: Kevin Thompson, RICP®, CFP® ·      YouTube: The 9Innings Podcast ·      Social media: search 9I Capital Group ·      Kevin's book: MLB to CFP®: 90 Feet and Counting You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library. We are a participant in the Amazon Services LLC Associates Program, an advertising program designed to provide a means for ReminderMedia to earn a small fee by linking to Amazon.com and affiliated sites.   0:00     Introduction 1:23     Kevin's backstory 2:15     Business lessons from the Yankees 4:29     Life-changing Ponzi scheme 7:17     The details matter     8:31     Starting an RIA | Your first client 10:40   Thoughts on referrals 12:44   Activities that generate referrals 16:05   How to ask for the referral 18:29   Success is driven by purpose 22:17   Coping with “no” 25:18   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/

As a leader or business owner, you've undoubtedly been challenged to find, manage, and motivate talent for your team. There's no denying that there's a bit of luck involved in this process, but it also requires a great deal of skilled leadership. In this Silver Dollar episode, we reflect on our own experiences as well as the advice of experts to offer 10 things effective leaders must routinely do to ensure their people are ready, willing, and able to help their organizations grow and succeed. Join us to discover the principle condition of effective team performance on which all other tenets depend, the necessary prerequisites that encourage teams to be innovative, and the value of “stay interviews” in addition to more traditional exit interviews. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources ·      The 21 Irrefutable Laws of Leadership by John C. Maxwell ·      Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library. We are a participant in the Amazon Services LLC Associates Program, an advertising program designed to provide a means for ReminderMedia to earn a small fee by linking to Amazon.com and affiliated sites. 0:00     Introduction 2:08     The challenge of leading a team 2:36     Tip 1: Establish clear goals and expectations     3:54     Tip 2: Foster open and regular communication 5:18     Tip 3: Empower and trust your people 6:37     Tip 4: Recognize and appreciate achievement 7:42     Tip 5: Promote a positive environment 9:33     Tip 6: Encourage professional development 10:34   Tip 7: Provide opportunities for growth 11:57   Tip 8: Value work/life balance 13:11   Tip 9: Address conflict productively 14:00   Tip 10: Seek feedback and continuous improvement 16:02   Action Item Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/

Best friends for years, Michael Kwarteng and Jalon Talley founded True Wealth Financial, a nationwide life and health insurance consulting agency, and the phenomenal rate at which their business is growing was a topic of conversation among attendees at the most recent 8% Nation conference. In this episode of Stay Paid, we ask them to share their strategies for generating and closing leads and recruiting agents. Join us to discover the crucial first step you need to take before you begin recruiting agents, a proven strategy for approaching and winning the trust of final expense leads, the most important quality to look for when recruiting agents that ensures their productivity, and the single tactic that smoothly moves your sales process to the close. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources ·      Instagram: @truuwealth ·      Website: wearetruewealth.com ·      Email: support@wearetruewealth.com You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 1:49     Michael's and Jalon's backstory 4:18     Agency's explosive growth 6:07     Learn the business first 7:22     Marketing | Field, phones, and Facebook 8:53     Door knocking strategy 10:49   How many knocks to leads 13:32   Qualities needed to succeed 17:39   Michael's and Jalon's motivation to succeed 21:25   Controlling the close 25:29   Building trust and rapport 28:12   Assume the close 32:21   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/   Looking Beyond the Bank: What It Takes to Succeed in Insurance

People who attend our geofarming webinar routinely ask us what type of content they should be sharing with their audiences. In this Silver Dollar episode of Stay Paid, we answer that question and provide a structure that helps ensure the content you create engages your audience, represents value to them, and produces leads more likely to convert. Join us to find out the #1 mistake creators make with their content that causes people to tune out, discover the three types of content that guarantee you always have something to share, and hear about the most overlooked opportunity to influence consumers to prefer your business over others. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources ·      Blog: The Only 3 Real Estate Content Ideas You'll Ever Need (don't let the title mislead you; the ideas are applicable to all types of businesses) ·      Free e-book: Become a Content Marketing Machine You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 0:58     Framework to structure content 2:00     What are content and value pillars 3:30     #1 content marketing mistake 4:14     Educational content 5:03     Entertaining content 7:37     Endearing content 9:55     The power of the halo effect 11:32   Recommended mix of the 3 E's 13:42   Action Item   Our Favorite Approach to Content Creation

Dominique Henderson has more than two decades of experience as a successful certified financial planner, coach, speaker, podcaster, and author. He's also the founder of DJH Capital Management in the Dallas–Fort Worth area. Among the questions we ask him is how financial advisors can get more clients. Listen to his interview to discover how to flip lead generation on its head so clients find you, find out why smart professionals prefer videos for their content marketing, and understand why persistent and consistent messaging is the best way to grow your base of clients. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources Visit Dominique's website at domhendersonsr.com, where you can preview and order his book, Assess, Address, and Adjust. You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 1:13     Guest introduction 2:01     Ask better questions 4:43     Lead gen starts with research 7:05     Provide value over time 9:39     Winning content strategy 11:36   Commit to the long-term game 16:30   Building a personal brand | Repetition 20:34   Carving out your professional identity 24:03   Power Framework for achieving your goals 28:31   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/   How to Get the Right Clients to Find You

A brand is a fragile asset, one that can be damaged (sometimes irreparably) by a simple misstep. Just ask PepsiCo, which lost $30M when it rebranded Tropicana orange juice and changed its packaging. In this week's Silver Dollar episode, we revisit this branding debacle to reinforce the first rule of branding and the central tenet of understanding your ideal client. Listen to understand the key aspect of branding that you can never afford to lose control of, discover all the components that work together to construct your personal brand, and learn valuable tips that will help you define your client persona. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources Blogs ·      “5 Tips to Building Your Personal Brand” ·      “3 Branding Mistakes You're Making” You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 0:57     The worst rebranding in orange juice history 1:55     Tropicana's failure 3:15     Controlling your brand's narrative 3:51     Maintain a consistent brand identity 4:49     Capture your ideal client persona 5:39     Consistency promotes brand equity 7:34     Tips for creating an ideal client persona 9:30     Examine your clients for an unrecognized niche 11:10   Consult with your clients 12:50   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/

Arturo Johnson, CEO of Arturo Johnson Consulting, is an author, speaker, and client acquisition expert. He attributes a significant part of his meteoric rise from flat broke to making six figures as an insurance agent to figuring out how to build successful Facebook ad campaigns. Listen to our conversation with Arturo to understand the critical need to automate your outreach, appreciate how all effective marketing strategies, including Facebook ads, are dependent on selecting the right niche (and hear suggestions for how to find yours), and find out why your Facebook ads cost per lead isn't a metric worth considering. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources ·      Website: arturojohnsonconsulting.com ·      Instagram: @arturojohnsonconsulting ·      Free e-book: “15 Ways Insurance Brokers Can Stay in Touch with Their Clients” You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 1:06     Guest introduction 2:09     Arturo's backstory 6:55     Networking for leads 8:48     Practical steps to networking 10:51   Needed to automate to scale  15:19   Success with Facebook Ads 17:31   Speak as an expert to your niche's problem     20:43   Select a niche you have an affinity with 22:51   Lead quality and outliers 24:57   Thoughts on ad spend 26:33   Need to test and keep ads fresh 30:11   Focus on opportunities, not leads 35:03   About Arturo Johnson Consulting 38:43   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/

Industry conferences aren't just great opportunities to do business—they're also where you can test the true extent of your success. From scoping out the competition to meeting customers face-to-face to getting in the trenches and making sales with your team, attending a conference offers many benefits you may not have thought of. Listen to find out how to conduct a sale with confidence and why it's the most important component of your pitch, how the most successful sales professionals approach using their scripts, and what attending a conference will teach you about your competition, customers, and team—and why those lessons matter. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources ·      Blog: “Prepping for a Conference” ·      Free resource: Small Talk/Networking Scripts. Use these scripts to break the ice and have meaningful conversations with potential clients. You can get more free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 0:17     Interacting with clients at NAR 1:57     #1: See the competition 3:50     #2: Get client feedback 4:24     #3: Get into the trenches with your team 6:10     Conversations over scripts 8:00     #4: Refine your sales pitch 9:18     Confidence reflects competence 12:11   Thrive by running toward opportunity 14:21   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/

This week, we speak with Raza Begg, executive director for Experior Financial Group. He and his wife Imrana, also an executive director, are the company's first six-figure earners in the US. During his interview, he shares his thoughts about discipline and success along with his secret for recruiting and keeping top producers. He also has a dire warning for brokers who may not realize their book of business is vulnerable and discusses what it takes to become an agency owner. Join us to discover what all new agents need from their leaders to be successful, the crucial difference between multilevel marketing and genuine recruiting, and the critical questions brokers must ask to protect their livelihoods. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources ·      Book: The Talent Code by Danielle Coyle ·      Call Raza at (214) 727-3599 or connect with him on social media @razabegg You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library. We are a participant in the Amazon Services LLC Associates Program, an advertising program designed to provide a means for ReminderMedia to earn a small fee by linking to Amazon.com and affiliated sites.   0:00     Introduction 1:04     Raza's backstory 3:55     Discipline and passion 6:20     Emmett Smith | Dancing with the Stars 9:22     Transition to a career in insurance 11:44   A coach needs to care 13:29   The key to recruiting agents 14:26   The misconception about recruiting 16:39   Recruiting with attraction marketing 17:55   Warning to agency owners 20:37   Thoughts on agency ownership 26:18   Keep your calendar full 27:20   Agency ownership with Experion Financial Group 30:41   Raza's words to live by 32:55   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/

Hiring the right people is a make-or-break endeavor for your business, but so is selecting the right referral partners. Make a mistake, and you could end up paying for it in ways beyond lost time and money. In this Silver Dollar episode, we're sharing the hiring mistakes we've learned to avoid and what we believe are some of the most critical measures you can take to ensure you've got the right people in the right seats. Listen to find out the first step in the hiring process that will quickly weed out unqualified candidates, the attributes you should weigh more heavily than job experience when considering an applicant, and how to develop a rubric that will help you identify the qualities you are looking for. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources ·      Book: Ready, Fire, Aim: Zero to $100 Million in No Time Flat by Michael Masterson ·      Free tool: Predictive Index Behavioral Assessment You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library. We are a participant in the Amazon Services LLC Associates Program, an advertising program designed to provide a means for ReminderMedia to earn a small fee by linking to Amazon.com and affiliated sites.   0:00     Introduction 0:34     Identify top performers from the start 4:34     Be a leader people want to follow 5:46     Create a rubric of qualifications 8:02     Don't turn red flags pink 11:07   Superstar characteristic: energy/passion 11:58   Superstar characteristic: communication 12:45   Superstar characteristic: motivation 13:31   Superstar characteristic: character 14:38   Questions to reveal character 17:59   Action Item Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/

In the premiere of our new feed just for insurance and finance professionals, we're speaking with Tony Merwin, executive director of Avila Medicare Solutions and one of the founders of the 7,400-member Facebook group “The Insurance Syndicate.” Join us to hear a fantastic lesson in data-driven decision-making and discover the surprising Medicare niche market expected to triple in size in only seven years, find out the data sources that will help you uncover hidden niche markets, and evaluate the numerous advantages of telemarketing and whether it may be right for your business model. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources Facebook: @thetonymerwin Website: goavila.com Free e-books: ·      “Lead Generation for Insurance Brokers” ·      “The Science of How to Become a Memorable Insurance Agent” ·      “How Independent Insurance Agents Can Increase Service and Lines of Coverage” You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.   0:00     Introduction 1:14     Tony's introduction 1:43     The Insurance Syndicate     3:45     Evolution of the insurance industry 6:15     Succeeding in insurance today 8:18     The Hispanic market in Medicare     10:26   The benefits of telemarketing 10:58   Finding the data you need 12:05   Inbound and outbound strategies 15:01   Selection of Avila's ideal client 17:19   Retention goals 19:42   Niche market – Golden Nugget 20:16   Upsell goals | Upsell strategy 26:23   Avila's goals for coming year 28:53   Building relationships | Providing value 34:47   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/ The Insurance Niche Poised to Explode   

We are so thrilled to bring to you our newest addition to the Stay Paid Podcast - Insurance and Financial Marketing! Each week we will bring you two episodes to help you crush the marketing game, and help you succeed in both life and business. Be sure to subscribe today so you are the first to know when new episodes drop! Brought to you by ReminderMedia.