Podcasts about mdrt

A Royal Experience: The Power of Insurance Sales Incentive TripsIn the latest episode of Insurance Business Babes, hosts Kathe Kline and Joanna Wyckoff dove into the unique world of insurance sales incentive trips—what they're really like, how they differ from standard industry conferences, and the unexpected lessons learned along the way.Winning the Trip: More Than Just NumbersJoanna recently qualified for Physicians Mutual's prestigious sales convention as an IMO, a milestone she reached within just a few short years of launching her agency, Top Flight. She described the event as “phenomenal,” highlighting luxury treatments, thoughtful gifts, upscale dining, and—perhaps most importantly—the chance to interact directly with company leadership, including the CEO. This kind of recognition and access proves invaluable, affirming the significance of consolidating business with supportive carriers.The Difference Between Paid Conferences and Qualifier TripsUnlike large events you pay to attend, qualifier incentive trips have a distinct energy: attendees are all top producers. This changes the tenor of the conversation—from business talk and networking, to genuine relationship-building. As Joanna noted, “Most of the people wanted to just get to know you as a person.” These environments foster deeper connections, peer learning, and opportunities to exchange high-level ideas.Key Takeaways: Loyalty, Support, and ReferralsA surprising insight from Joanna's experience was the advantage of funneling business to a limited number of strong, supportive carriers. Spreading applications among many companies may dilute recognition and support. Kathe talked about her own MDRT days, emphasizing the business boost gained from sharing personal touches (like hand-written postcards from conferences) and getting to know clients beyond their policies. Relationship-centered business not only makes for enjoyable work but also leads to more and better referrals.The Real Value: Community and GrowthWhether you're striving to qualify for a trip or investing in paid industry events, the Insurance Business Babes remind us: get out there, network, build real relationships, and always be open to new ideas. These are the keys to both personal satisfaction and business success in insurance.This episode is sponsored by ⁠CertifiedMedicareAgents.com⁠. Use the coupon code BABES2024 for a free lifetime BRONZE membership.

Just because you have expanded your book of business doesn't mean you're automatically ready to serve all those clients. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain how to ensure that you can match your service to the needs of people who have just come onboard. Episode breakdown: 0:27 – Gaining information to help tailor events around new clients' hobbies 2:18 – The process of collecting and utilizing those details 3:57 – Why you need to distinguish a client experience from a service model 7:13 – Categorizing clients with more positive labels 9:01 – Creating experiences even for lower-tier clients 11:45 – The challenge of communicating embedded opportunity to a seller 12:32 – Figuring out what's most important to learn about new clients 15:53 – Applying that to due diligence about your next purchase Listen to the monthly series, MDRT Presents: @mdrtpresents

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At age 47, Chandran Rasalingam—Chartered Life Underwriter, MDRT advisor, and founder of a growing MGA—suffered a near-fatal heart attack just one day before his family vacation. What followed was a powerful claims experience, a $1.5 million critical illness payout, and a journey that shifted everything: how he leads, how he gives, and how he lives.In this deeply personal episode, Chandran opens up about the defining moments that shaped his life—from losing his mother during the pandemic to the financial and emotional relief provided by the insurance he sold and owned himself.Together with host Reh Bhanji, Chandran reflects on the journey from survival to success—and what it means to live a life of significance.

In this episode, Bradley Hamner sits down with Steve Suggs, a veteran in the sales industry with over 42 years of experience. Steve shares his insights on building high-performing sales teams, identifying top talent, and adapting to changes in the sales landscape.Key Topics DiscussedIdentifying and recruiting sales talent that will thrive in today's market.Practical tools for sales management and team development.Strategies from Steve's best-selling book "Can They Sell."How to adapt your sales approach in an evolving business environment.The importance of continuous training and development for sales teams.About Steve SuggsSteve brings four decades of sales expertise as a successful producer, manager, author, speaker, and consultant. After graduating with a business degree from Lipscomb University, Steve spent 15 years at Northwestern Mutual as an MDRT producer and Sales Leader before co-founding Sales Manage Solutions, where he's been a partner for the past 25 years.Steve's consulting work includes conducting up to 50 calls weekly with agents, helping them hire and develop exceptional sales and service teams. His approach combines proven experience with practical application—every strategy he shares is one he implements daily.Connect with SteveSales Manage Solutions website: https://salesmanage.com/LinkedIn: Steve Suggs: https://www.linkedin.com/in/stevesuggs/Book: "Can They Sell" https://salesmanage.com/sms-tools/can-they-sell/Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Don't forget to visit club.capital and mention you heard about us on the Above The Business podcast!

MDRT’s latest survey reveals a striking contrast between financial awareness and actual behavior in Singapore. While a majority of Singaporeans are familiar with various financial tools, only half rate their financial literacy as “good” or “excellent.” Alarmingly, nearly a quarter, particularly Gen Z and millennials, say they would take out high-interest loans to invest in the stock market. The survey also shows a generational shift toward higher-risk investments like crypto and alternative assets, while uptake of basic insurance products remains surprisingly low. On The Wealth Tracker, Nadiah Koh speaks to Jake Lim, Senior Financial Advisor, Ascent Advisory, to discuss more about the survey's latest findings.See omnystudio.com/listener for privacy information.

Walking through a claim with clients and their affected family members can provide new perspective for advisors about how their work has enormous impact on the people they serve. In this episode, MDRT members share the interactions that have elevated their understanding about what they do and the clients who benefit. You'll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:28 – Being reminded about the importance of coverage and planning 3:57 – Turning difficulty into clarity and strengthened protection 5:38 – Advocating for clients to protect their staff 8:19 – Applying coverage options for different populations Listen to the monthly series, MDRT Presents: @mdrtpresents

As a new year settles in, it's important to stay focused on your plans and aspirations. In this episode, members of the MDRT Executive Committee share how coaches and other MDRT members provide encouragement while preventing them from losing sight of what they want to achieve. You'll hear from: MDRT President Carol Kheng, ChFC MDRT First Vice President John F. Nichols, CLU, MSM Episode breakdown: 0:30 – How a coach can help you in numerous areas of your professional and personal life 1:55 – The difference that comes from having another person journeying with you 3:21 – Achieving Top of the Table with the help and support of other MDRT members m Listen to the monthly series, MDRT Presents: @mdrtpresents

The more advisors utilize video messaging, social media, and other areas of technology, the more they need to make sure they are maintaining compliance. In this episode, MDRT members share how they have benefited from technology in their practice while prioritizing all necessary regulations. You'll hear from: Simon D. Lister, Dip PFS Jamie McIntyre, CFP Episode breakdown: 0:33 – Including risk warnings while utilizing the benefits of communicating via video 3:10 – Using technology to help set expectations with clients 4:29 – Knowing that regulators don't want advisors to lead messaging with products 6:30 – How regulators monitor social media activity 7:05 – The importance of keeping records of everything that's done 9:31 – How regulation impacts the quantity and quality of advisors Listen to the monthly series, MDRT Presents: @mdrtpresents

At some point, all advisors face the challenging situation of knowing that they aren't the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it. You'll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:28 – Establishing expectations for client interactions 2:36 – Developing the skill of knowing when to walk away 4:33 – Having the hard conversation with clients about not being a good fit 6:25 – Identifying communication preferences to improve interpersonal dynamics 8:45 – Fostering positive outcomes while indicating that something isn't working 13:31 – Determining if the advisor or the client will be making the rejection Listen to the monthly series, MDRT Presents: @mdrtpresents

If discomfort arises among employees in your office, how do you address and move forward from the situation? In this episode, MDRT members share how they develop a straightforward, successful approach when tense or complicated situations arise. You'll hear from: Aaron Kane, AFA, B Bus Adam Thomas Rex, AIF, CFP Episode breakdown: 0:29 – Creating an open-door environment to bring up issues as needed 1:28 – Establishing procedures to get every employee on the same page 3:58 – Addressing problems independently while empowering staff members 5:26 – Understanding the different performance expectations for different people in the office 6:46 – Ensuring that employees understand how any changes will benefit them and the clients Listen to the monthly series, MDRT Presents: @mdrtpresents

Just because you know the importance of seeking balance in and out of work doesn't mean that it's easy to accomplish. In this episode, members of the MDRT Executive Committee share how they make a priority of MDRT's Whole Person concept and adjust if they are struggling to put their intentions into action. You'll hear from: MDRT President Carol Kheng, ChFC MDRT First Vice President John F. Nichols, CLU, MSM Episode breakdown: 0:32 – Looking at different life components like spokes on a wheel 1:42 – Pursuing a feeling of being centered rather than balanced 3:09 – Determining and maintaining your version of a right-fit morning 5:16 – Handling adversity when your processes aren't working as well 7:12 – Benefiting by resisting the temptation to compare yourself to others Listen to the monthly series, MDRT Presents: @mdrtpresents

What can you do to not just accept new regulations but thrive through adaptation and compliance? In this episode, MDRT members explain how their perspective and ability to take action has led them to turn regulation into opportunity and success. You'll hear from: Simon D. Lister, Dip PFS Jamie McIntyre, CFP Episode breakdown: 0:34—Focusing on the benefits that come from required additional qualifications 3:10—Why resistance only leads to greater difficulty 5:39—Utilizing regulations as a chance to further define your ideal clientele 7:41—How to create time to meet regulation standards and drive business success 13:15—Turning frustration into empowerment Listen to the monthly series, MDRT Presents: @mdrtpresents

With the many ways an acquisition can go wrong, how can you circumvent these problems in pursuit of success? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain what to avoid and what to do instead to foster more effective decisions and business transitions. Episode breakdown: 0:34 – Why you shouldn't call the biggest and best clients first 3:01 – Establishing clarity for a valuation 6:05 – Communicating the transition plan to a soon-to-be-retiring advisor 7:57 – Turning preparation and teamwork into success 10:43 – Ensuring that opinions match with facts Listen to the monthly series, MDRT Presents: @mdrtpresents

●YouTube影片● https://voh.psee.ly/68zu7g ●FB粉專影片 ● https://voh.pse.is/68zu7w 本集主題：人品成交：最年輕終身TOT的超業心法 訪問：林孟璇 內容簡介： 我幾乎想不到還有什麼工作，擁有絕對的自由。身為一個保險業務員，想要在哪裡開發客戶、採取什麼行銷模式，不需要經過主管或上級同意，完全可以發揮過去人生經驗的累積，從個人喜好、興趣、擅長的領域出發，而且具有容錯性。所謂的容錯是允許各種試誤，每一次被客戶拒絕，都可以再修正或調整，嘗試各種方式達成目標，這是最令我樂在其中的事情。而且工作的時間地點完全不受限制，在哪裡開發客戶、在什麼時間處理工作，全由我決定 作者簡介：林孟璇 經歷 磐石保經敦化營運中心執行長 學歷 輔仁大學新聞傳播學系學士 美國聖地牙哥大學企管碩士 得獎紀錄 台灣最年輕終身TOT達成 2019年 完成終身MDRT 2011~2021年 連續10次TOT 2009~2021年 連續13次MDRT 中國國際保險菁英圓桌大會(CMF) 第14屆中國十大保險明星 國際龍獎IDA 2013年白金龍獎 作者粉絲頁： 超業終身tot林孟璇 《人品成交》 #李基銘#李基銘主持人#fb新鮮事#生活有意思#快樂玩童軍 #廣播之神#廣播之神李基銘#漢聲廣播電台 YouTube頻道，可以收看 https://goo.gl/IQXvzd podcast平台，可以收聽 SoundOn　https://bit.ly/3oXSlmF Spotify　https://spoti.fi/2TXxH7V Apple　https://apple.co/2I7NYVc Google　https://bit.ly/2GykvmH KKBOX　https://bit.ly/2JlI3wC Firstory　https://bit.ly/3lCHDPi 請支持粉絲頁 廣播之神：  / voh.god  李基銘主持人粉絲頁：  / voh.lee  李基銘的影音頻道粉絲頁：  / voh.video  -- Hosting provided by SoundOn

Join Doug as he interviews Georgia Kirke, founder of Clio Books. They talk about the revolutionary world of AI-powered book writing, discussing how Clio is changing the game for aspiring authors. Georgia shares her expertise on the importance of books for building authority and thought leadership, while Doug reflects on his own authorship journey. This episode is a must-listen for entrepreneurs looking to share their knowledge and boost their personal brand through writing. KEY TAKEAWAYS Clio Books is an AI-powered SaaS platform that guides non-fiction authors through the book planning process, allowing them to speak their book rather than write it. Traditional book writing methods can be time-consuming and expensive, but Clio reduces the time by 93% and costs a tenth of traditional methods. Having a book establishes authority and thought leadership, opening doors to speaking engagements and industry recognition. Consistency in content creation, including books, blogs, and podcasts, is crucial for building a strong personal brand and sharing expertise. Clio doesn't replace the author's thinking or content; it streamlines the process and structure, making book creation more accessible. Effective book marketing strategies include creating a targeted hit list of ideal clients and strategic partners for personalised outreach. Trademarking key phrases or titles can add extra authority to an author's brand and make them more memorable. While immediate financial returns on books may not always be evident, the long-term benefits in terms of opportunities and brand building can be significant.   BEST MOMENTS "Clio is an AI powered SaaS platform that leads non-fiction authors through the book planning process, provides the structure, gives you a talking plan, and then asks you questions, and your answers then become the book manuscript that Clio types up for you." "Writing and books are synonymous, yes, but it's not accurate that you have to become a writer in order to author a book." "Books and authority go hands in hand and, and in fact, the word author comes from the original Latin word for authority."  "I know my book sort of kept me up with the Million Dollar Roundtable, MDRT, and you know I've been invited to go on a committee about membership services and so that's happened and then somebody else is talking to me about the possibility of speaking at the conference next year, which would be amazing." "Don't write your book, speak your book. Get onto the Clio site, follow Clio, loads, loads of exciting things to come." EPISODE RESOURCES Georgia Kirke - CEO & Founder of Cliobooks.ai Website: cliobooks.ai linkedin.com/in/personal-brand-how-to   VALUABLE RESOURCES Website: http://dougbennett.co.uk/ Email: doug@dougbennett.co.uk LinkedIn: https://www.linkedin.com/in/financialdoug/ Twitter: https://twitter.com/FinancialDoug Facebook Wealth Tribe: https://join.dougbennett.co.uk/ Download Your "Ten-Step Guide To Financial Freedom" Here: https://bit.ly/Struggle-Success BOOKS: Goals Do Come True is now live and available to buy on Amazon: https://amzn.to/3phcy6Z Think Simple, Win Big is now live and available to buy on Amazon: https://www.amazon.co.uk/Think-Simple-Win-Big-Business/ Enjoy, and come back for the latest podcast each Wednesday. Thank you for listening.

What questions can lead clients to provide the information that guides your recommendations? What personal experience should you offer to demonstrate how you can help your ideal clients? In this episode, MDRT members share techniques for turning effective communication into strategic financial planning. You'll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:26 – Demonstrating authenticity with your target market 2:35 – Determining the right amount of talking and listening with clients 4:16 – Utilizing strong communication to motivate clients to share information 7:02 – Offering personal information to connect experience to expertise 9:08 – Transitioning from reflections to planning that can be both aspirational and practical Listen to the monthly series, MDRT Presents: @mdrtpresents

Today on the podcast, listener favorite Steve Suggs joins Bradley again to discuss Retaining The Best in your business. Steve has a vast experience and unparalleled expertise in the realms of sales and recruitment. With a career that spans over forty years, Steve brings to the table a rich tapestry of knowledge, having worn many hats: a salesperson, a sales manager, a best-selling author with his influential work, "Can They Sell," a speaker, a trainer, and a transformative consultant.Steve's academic journey began with a business degree from Lipscomb University in Nashville, TN. Post-graduation, he embarked on a commendable 15-year tenure at Northwestern Mutual, achieving notable success as an MDRT producer and Sales Leader. The subsequent twenty-four years have seen Steve excel as a partner at Sales Manage Solutions. Every tool and process Steve shares with you in this episode is not just theory; it's a part of his daily practice. He has trained thousands of agents, conducting up to fifty consulting calls each week, mentoring agents on hiring stellar sales and service team members capable of adapting to the ever-evolving sales landscape.Beyond his professional achievements, Steve is a man deeply devoted to his family. Married to his college sweetheart, Tammy, for forty years, he finds joy in the company of his two adult children, their spouses, and his five grandchildren. In his leisure time, Steve is an avid woodworker and enjoys bringing new life to older objects, transforming them into pieces of decorative art.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to learn more.Autopilot Recruiting is a continuous recruiting service where you'll be assigned a recruiter that has been trained to recruit on your behalf every business day. Go to www.autopilotrecruiting.com to get started.Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees' time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Discover our free resources for growing your business at www.blueprintos.com.

Conversamos con David Larrinaga, Fundador de Peace of Mind, firma de corredores de seguros en Panamá, agente y miembro de MDRT. El valor de emprender ha sido para él una oportunidad de hacer una gran carrera en la noble labor de los seguros con un servicio de experiencias para todos sus clientes y su equipo de trabajo. Desde la perspectiva de David, el poder de la perseverencia, la disciplina, la resiliencia y la pasión de hacer las cosas cada vez mejor son pilares fundamentales en el mundo del emprendimiento. Te invitamos a escuchar su historia de éxito, consejos y visión para tomar las oportunidades del momento y siempre seguir hacia adelante.

With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connections? In this episode, MDRT members share strategies they've developed to drive effective relationships with these important professional partners. You'll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:30 – Challenges involved in utilizing centers of influence to find the right clients 1:20 – Determining what value you can provide to centers of influence 3:35 – Reframing your thinking to overcome fear about developing COI relationships 7:24 – The benefits of distributing an At-A-Glance card 10:11 – Developing additional educational materials for both clients and COI 11:46 – Creating new opportunities to develop clarity and relationships with COI 14:08 – Establishing the importance of you and COIs staying present in each other's lives 16:07 – Creating a strong sense of reputation and reciprocity 19:44 – Documenting your recommended COIs to clients Listen to the monthly series, MDRT Presents: @mdrtpresents

Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Jaslyn Ng, a Financial Services Director at Prudential Assurance Company about changing the way we think about money and taking a leap of faith. In this episode we discussed:Success simply means we are better than who we were yesterday.The importance of taking one step at a time.The value of insurance as your safety net.Why you need to be consistent and show up.Women can (and should) manage their money. The power of paying it forward. Jaslyn Ng is a Financial Services Director based in Singapore leading a team of 7 financial consultants. In 2017, Jaslyn walked away from a $250K pa remuneration in corporate HR with her last role being a Global HR Director to start all over again as a Financial Consultant. She was burnt out with her asthma and relapsed during those long hours of working. Her eldest daughter was diagnosed with a congenital heart condition at the same time. Fast forward to today, Jaslyn is not just a 7th-time MDRT member with 2 TOTs and 4 COTs under her belt. Jaslyn has spoken on more than 60 occasions on international, regional, and local platforms sharing her experience with fellow leaders and practitioners. She was also selected to share with 7500 pax at the MDRT Speaks segment at the MDRT Global Conference 2023. In 2022, Jaslyn was named the Winner of Regional Digital Agent/Leader of the Year in the 7th Asia Trusted Life Agents & Adviser Award spanning across 12 Asia countries. In 2023, Jaslyn was the finalist for the Regional Insurance Agent of the Year in the 8th Asia Trusted Life Agents & Advisers Award. In the same year, Jaslyn was named the Winner of the Elite Women of the Year 2023 awarded by Insurance Business Asia. Being a single mum of two children, it is Jaslyn's desire to help more women be financially independent. Since Covid days in 2020, Jaslyn has raised more than $50,000 through her own Charity Coffee Chats to help the underprivileged.  Connect with Jaslyn Ng:LinkedInBook Mentioned: Atomic Habits by James Clear

David McKnight graduated from Brigham Young University with Honors in 1997. Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor's Business Daily and numerous other national publications. David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto, Canada and is a multiple Top of the Table qualifier. His bestselling book The Power of Zero has sold over 200,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. In 2019 The Power of Zero was ranked as the #9 best financial resource in the country by Forbes Magazine. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach. He and his wife Felice have seven children. Listen to this insightful RIA episode with David McKnight about how to get your clients to the 0% tax bracket. Here is what to expect on this week's show: - How Americans need to shift their retirement saving strategies because of the potential increase in tax rates. - Why the conventional wisdom of saving in tax-deferred vehicles such IRAs might not be the best move. - How it can be difficult to convince your clients to pay taxes now instead of waiting to pay in the future when the tax rate might be higher. - Why Americans need to educate themselves about the future of tax rates. - How there are many benefits to tax-free retirement planning and what they are. Connect with David: Links Mentioned: powerofzero.com X @mcknightandco Facebook facebook.com/davidmcknightandcompany LinkedIn linkedin.com/in/thepowerofzero Learn more about your ad choices. Visit megaphone.fm/adchoices

What do you say when clients want you to resolve family conflict or say something that they are struggling to communicate? In this episode, MDRT members share how they maintain harmony, professionalism, and service when faced with some potentially uncomfortable situations. You'll hear from: Aaron Kane, AFA, B Bus Adam Thomas Rex, AIF, CFP Episode breakdown: 0:24 – Handling a difference of opinion between parents and their child 3:11 – Being asked to encourage someone toward retirement 6:50 – Determining how to reset client relationships 9:41 – Developing two different models of service Listen to the monthly series, MDRT Presents: @mdrtpresents

How do you streamline the many challenges that occur as a business is acquired? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. share techniques they've learned to help minimize roadblocks and pursue success and happiness between buyer and seller. Episode breakdown: 0:38 – Steps to simplify both quantitative and qualitative questions 3:07 – Best practices to retain clients after an acquisition 5:23 – How to figure out challenging timelines regarding payment 8:43 – Learning from internal and external acquisitions 10:12 – Considering certain compromises because of the size of a practice Listen to the monthly series, MDRT Presents: @mdrtpresents

What can advisors do to confirm that clients are not just listening but processing the information that has been discussed? In this episode, MDRT members share communication techniques that help keep everyone on the same page and prevent confusion or frustration on either side. You'll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:22 – Presenting an amount of information that won't overwhelm clients 3:12 – Maintaining clarity by giving clients three types of advice 6:36 – Creating trust to drive understanding when it feels like clients aren't listening 8:20 – Recognizing when something is missing from the client's ability to move forward 10:19 – Making sure to give clients ownership over their decisions Listen to the monthly series, MDRT Presents: @mdrtpresents

How can you ensure that you have a successful start to 2024? What should you keep in mind throughout the year to maintain consistent success? In this episode, members of the MDRT Executive Committee explain how they prepare for the arrival of January and keep a steady perspective on their processes regardless of the month. You'll hear from: MDRT President Gregory B. Gagne, ChFC MDRT Secretary Clay Gillespie, CIM, CFP MDRT First Vice President Carol Kheng, ChFC MDRT Second Vice President John F. Nichols, CLU, MSM Episode breakdown: 0:34—Planning for the new year before it starts 2:48—Beginning January with focus and a fast pace 6:43—Avoiding a sense of starting over as the year begins 8:26—Applying learning from January 2023 to January 2024 15:39—Remembering to make thoughtful decisions in January Listen to the monthly series, MDRT Presents: @mdrtpresents

Even veteran advisors continually learn new communication techniques in pursuit of making clients comfortable and willing to share their feelings. In this episode, MDRT members identify situations in which clients have been especially open (or had difficulty opening up), and what that taught them for conversations moving forward. You'll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:31—Starting a podcast as a way of sharing memorable client stories 2:24—Discovering people's universal interest in talking about problems and successes 5:54—Identifying an opportunity to help women in transition 9:10—Learning how to communicate with clients during an awkward moment 10:49—Seeing the benefits of vulnerability during conversations Listen to the monthly series, MDRT Presents: @mdrtpresents

Even the most successful advisors continue to embrace change and create excitement for the future. In this episode, MDRT members share what they're innovating and how these ideas will enhance their business. You'll hear from: Aaron Kane, AFA, B Bus Adam Thomas Rex, AIF, CFP Episode breakdown: 0:27—Developing adjustments for a new office 2:02—Creating marketing around a major milestone 3:12—Establishing a process to generate Google reviews from clients 4:46—Building Zoom rooms and investing in technology Listen to the monthly series, MDRT Presents: @mdrtpresents

Conversamos con Wendy Díaz, asesora salvadoreña radicada en San Salvador, autora y miembro de MDRT sobre las diferentes formas de enfrentar la vida y los miedos con convicción, a pesar de las adversidades que se presentan. Desde un enlace especial en la Feria de Libro en Ciudad de Panamá, nos habla un poco de su libro "Atrévete a creer", el cual es una autobiografía. Sobreviviente de la guerra civil en El Salvador, paciente de Lupus y recipiente de un trasplante de riñón a causa de una insuficiencia renal crónica terminal, Wendy es una persona apasionada del servicio. Escucha sus interesantes conceptos.

Buying a practice requires research, communication, and much, much more. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain essential ways for you to set the course for business acquisition success. Episode breakdown: 0:35–Dedicating the necessary time for each step in the process 2:55—Developing simplicity and know-how 3:18—Establishing both clarity and cultural fit 5:11—Asking questions and listening, just as you would with a client 7:44—Adapting when a seller changes their mind about something Listen to the monthly series, MDRT Presents: @mdrtpresents

How do you turn business growth from a dream into a reality? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey explain how to push through reluctance and establish a time-tested system for expanding your clientele. Episode breakdown: 0:30—Overcoming fears about asking for introductions 2:16—Benefiting from repetition and getting outside your comfort zone 3:30—Identifying your goals and finding your right-fit client 4:17—Developing a process and practicing it enough to be successful 5:53—Learning from the world's best athletes Listen to the monthly series, MDRT Presents: @mdrtpresents

How do you understand clients' needs so that they see you as someone who can help them, rather than someone who is selling to them? In this episode, MDRT members explain how they establish these strong connections that can unlock the effective technique of “unselling.” You'll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:27 – Focusing on the client's magic numbers 2:41 – Recognizing the impact of unselling 4:17 – Serving as the “prudent mom” for clients 7:38 – Learning retirement lessons from a colleague's experience 11:36 – Becoming a godparent to clients' children Listen to the monthly series, MDRT Presents: @mdrtpresents

Advisors know the importance of seeking to understand each client as an individual. In this episode, MDRT members explained how they work to recognize and support the cultural backgrounds of their clientele, whether that resembles their own experience or not. You'll hear from: Xiao Chen Chad Demarre Maria Josefa Garcia Episode breakdown: 0:27—Why translation needs to be done by someone in the business 2:21—How perspectives on life insurance can change based on personal background 3:03—Changing your approach based on new prospect experiences 3:50—Understanding how cultural differences can lead to different perceptions 4:53—Recognizing how past experience could influence current opinions Listen to the monthly series, MDRT Presents: @mdrtpresents

Welcome back to Don't Retire… Graduate! On this episode we're joined by John Crane, a financial advisor and author of The One Number Budget.  In the episode, Eric and John share their dislike of traditional budgeting—which Eric less-than-affectionately calls the “B-word”—and go through John's exercise of finding the “one number” you need for this new budgeting concept. In this episode we'll talk about: •Budget shaming and why it's harmful •Taking a lifetime approach to budgeting •What it means to find your number and how to do it •Importance of financially funded retirement •Avoiding financial vampires •Figuring out how to use accumulated wealth, create income, manage taxes, and avoid running out of money before running out of oxygen •The concept of human life value and why it matters •How Target has perfected the art of being a financial vampire and driving impulse purchases •spending for love and how it can hurt your finances •long term care insurance and how it can impact multigenerational planning About John Crane: Author, financial advisor, and retirement income planner John W. Crane has spent more than a decade providing personalized financial guidance to business professionals, corporate executives, and medical specialists, utilizing a comprehensive planning process to identify each client's unique goals. He's a member of the National Association of Insurance and Financial Advisors and has received top honors from the premier association of financial professionals, MDRT. A lifelong learner himself, John shares his expertise with students at hospitals and high schools throughout Washington, D.C. www.cranefinancial.com/ www.linkedin.com/in/johncrane/ Visit dontretiregraduate.com for a full transcript of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you ensure that you and a potential client are on the same page about your relationship? In this episode, MDRT members explain how they communicate the essential information and decide what steps to take next. You'll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:29 – Communicating the two goals for the initial meeting 1:55 – Creating accountability in the prospect for the advice you give 3:24 – Determining whether or not you and a prospect are a good match 5:01 – A common mistake advisors should be aware of Listen to the monthly series, MDRT Presents: @mdrtpresents

Chris has been an agent for 12 years. Starting as a new market agent in 2011, Chris grew his book to over 7000 cars, over 5200 fire policies, and over 14,000 total policies in force. Chris started without experience and had no idea what to do on day one. He has also started a second location with zero customers and successfully grown that book to over 3000 total policies. Before Covid, he traveled at least once per month, speaking to other State Farm agents and providing Mentorship.Chris is now a Life Time Presidents Club Agent having qualified top 50 agents 15 times in 11 years. He has qualified for travel every complete year he has been an agent, Qualified for MDRT the last two years going on three, Exotic Traveler, and Chairmen's Circle 5 times.This episode is brought to you by Autopilot Recruiting. Autopilot Recruiting is a continuous recruiting service where you'll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast can go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.

How do you utilize technology, consultants or otherwise to improve and expand your practice? In this episode, MDRT members explain the approaches they embrace and the benefits that result. You'll hear from: Aaron Kane, AFA, B Bus Adam Thomas Rex, AIF, CFP Episode breakdown: 0:29 – Streamlining and automating using technology 2:25 – Utilizing training boards via Zoom to create training manuals 5:03 – Innovating through business planning and new ways to reach clients 9:02 – Increasing social media content, particularly video 10:36 – Determining what information to share in video content Listen to the monthly series, MDRT Presents: @mdrtpresents

To begin his career, Robert became the fastest agent in the history of the John Hancock Companies to complete The American College's four-year Certified Life Underwriter (CLU)Ò and Chartered Financial Consultant (ChFC) designation programs. Both were successfully completed in only 13 months.The reason for the urgency was for a 25-year-old to gain immediate access to an advanced planning market that was dominated by gray-haired senior financial advisors. This commitment to education and a healthy commitment to prospecting and gaining referrals provided Smith with the opportunity to gain Ford, General Motors, and Chrysler as clients.Robert completed his Accredited Asset Management Specialist (AAMS) designation with the College for Financial Planning while with New York Life. As a perennial Million Dollar Round Table MDRTâ qualifier, Robert was part of the New York Life team which led the MDRT for the fiftieth consecutive year. Robert's name is enshrined in a plaque on the wall of the New York Life Building located on Madison Avenue.Robert taught the Certified Financial Planner CFP curriculum to financial advisors, bankers, accountants, attorneys, and others at Oglethorpe University. Robert also served as a Princeton Review Instructor. After becoming the #1 producing branch manager nationwide for BankAtlantic/BB&T, Smith became the #1 producing agent for Mutual of New York (MONY)/AXA worldwide.https://www.RobertJSmith.comOver his five-decades-long financial services career, Robert has consistently ranked in the top 1% worldwide in insurance and financial services production. He shares his proven storytelling methods, persuasive writing techniques, and sales closing style with professionals through public speaking and private consulting to assure their success.https://www.RobertJSmithProductions.comIn addition to being licensed as a Series 7 and Series 63 General Securities Representative, Robert was also licensed as a Registered Investment Advisor (RIA). Smith is also licensed as a Life, Health, and Variable Annuities Agent and was a Licensed Insurance Counselor (LIC) which qualified him to testify in Michigan Courts as an Expert Witness. Robert was also a licensed Mortgage Broker and currently holds a Real Estate agent's license.Smith consulted with a Tampa firm that never had a single mortgage broker earn over $100,000.00 per year. Within six months of working with Robert, every broker had earned in excess of $150,000.00 in commissions.In a career that spans five decades, Robert is the only financial advisor in the United States who has earned the CLU, ChFC, LIC, CCCC, RIA, AAMSÒ, CMP, and CMPS professional designations while leading both a financial services giant and a banking giant in sales production.After setting numerous production and achievement records at several Fortune 500 Companies, Robert sustained severe spinal cord injuries which resulted in his closing his private practice offices in Atlanta, Sarasota, and Tampa. While undergoing fourteen surgeries and years of physical rehabilitation, Robert began training for a second career by concurrently earning his Master of Fine Arts (MFA) degree in Creative Writing as Valedictorian at Full Sail University and his Feature Film Writing Degree with Distinction at UCLA. Smith has won Director's Awards for The Art of Visual Storytelling as well as Editing for Film, Games, and Animation and is a sought-after public speaker.Robert became an International Best-Selling Author with his contribution to SALES GENIUS #1ã which was the #1 Amazon Best-Seller in Sales Techniques both in the USA and in the UK while The Wolf of Wall Street, Jordan Belfort's book on sales was # 2 in both rankings. Smith has also written THE ADVENTURES OF INSURANCEMAN THE LOAN ARRANGER, REAL ESTATE WOMAN, and SHORT ATTENTION SPAN DAN. https://www.amazon.com/Robert-J-Smith/e/B07H38GYF1THE ADVENTURES OF INSURANCEMAN provided Robert with his single largest commission to date when he earned $110,000.00 with The Equitable on an estate planning case that was closed due to this story.THE ADVENTURES OF INSURANCEMAN is available on Amazon for single use and may be licensed and customized for use by licensed insurance agents to increase sales production and persistency.https://www.amazon.com/ADVENTURES-INSURANCEMAN-ROBERT-J-SMITH-ebook/dp/B07H3D2TY5?ref_=ast_sto_dpRobert has been featured on ABC, CBS, FOX, NBC, The CW Network, and The Golf Channel.He has consistently ranked in the top 1% of the Internet Movie Database (IMDb). Robert is also a Forbes Business Council Member and Contributor.https://www.IMDb.Me/RobertJSmithRobert has raised millions of dollars for charity through his financial advisory practice and personal efforts.Robert J. Smith, MFA may be reached at Robert@RobertJSmith.com and at (407) 508-0200 for a fifteen-minute consultation at no charge to show you how you can increase sales production, revenues, and profits.Learn more: https://smithprofits.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-financial-planner-and-advisor-robert-j-smith-founder-of-smith-profits

To begin his career, Robert became the fastest agent in the history of the John Hancock Companies to complete The American College's four-year Certified Life Underwriter (CLU)Ò and Chartered Financial Consultant (ChFC) designation programs. Both were successfully completed in only 13 months.The reason for the urgency was for a 25-year-old to gain immediate access to an advanced planning market that was dominated by gray-haired senior financial advisors. This commitment to education and a healthy commitment to prospecting and gaining referrals provided Smith with the opportunity to gain Ford, General Motors, and Chrysler as clients.Robert completed his Accredited Asset Management Specialist (AAMS) designation with the College for Financial Planning while with New York Life. As a perennial Million Dollar Round Table MDRTâ qualifier, Robert was part of the New York Life team which led the MDRT for the fiftieth consecutive year. Robert's name is enshrined in a plaque on the wall of the New York Life Building located on Madison Avenue.Robert taught the Certified Financial Planner CFP curriculum to financial advisors, bankers, accountants, attorneys, and others at Oglethorpe University. Robert also served as a Princeton Review Instructor. After becoming the #1 producing branch manager nationwide for BankAtlantic/BB&T, Smith became the #1 producing agent for Mutual of New York (MONY)/AXA worldwide.https://www.RobertJSmith.comOver his five-decades-long financial services career, Robert has consistently ranked in the top 1% worldwide in insurance and financial services production. He shares his proven storytelling methods, persuasive writing techniques, and sales closing style with professionals through public speaking and private consulting to assure their success.https://www.RobertJSmithProductions.comIn addition to being licensed as a Series 7 and Series 63 General Securities Representative, Robert was also licensed as a Registered Investment Advisor (RIA). Smith is also licensed as a Life, Health, and Variable Annuities Agent and was a Licensed Insurance Counselor (LIC) which qualified him to testify in Michigan Courts as an Expert Witness. Robert was also a licensed Mortgage Broker and currently holds a Real Estate agent's license.Smith consulted with a Tampa firm that never had a single mortgage broker earn over $100,000.00 per year. Within six months of working with Robert, every broker had earned in excess of $150,000.00 in commissions.In a career that spans five decades, Robert is the only financial advisor in the United States who has earned the CLU, ChFC, LIC, CCCC, RIA, AAMSÒ, CMP, and CMPS professional designations while leading both a financial services giant and a banking giant in sales production.After setting numerous production and achievement records at several Fortune 500 Companies, Robert sustained severe spinal cord injuries which resulted in his closing his private practice offices in Atlanta, Sarasota, and Tampa. While undergoing fourteen surgeries and years of physical rehabilitation, Robert began training for a second career by concurrently earning his Master of Fine Arts (MFA) degree in Creative Writing as Valedictorian at Full Sail University and his Feature Film Writing Degree with Distinction at UCLA. Smith has won Director's Awards for The Art of Visual Storytelling as well as Editing for Film, Games, and Animation and is a sought-after public speaker.Robert became an International Best-Selling Author with his contribution to SALES GENIUS #1ã which was the #1 Amazon Best-Seller in Sales Techniques both in the USA and in the UK while The Wolf of Wall Street, Jordan Belfort's book on sales was # 2 in both rankings. Smith has also written THE ADVENTURES OF INSURANCEMAN THE LOAN ARRANGER, REAL ESTATE WOMAN, and SHORT ATTENTION SPAN DAN. https://www.amazon.com/Robert-J-Smith/e/B07H38GYF1THE ADVENTURES OF INSURANCEMAN provided Robert with his single largest commission to date when he earned $110,000.00 with The Equitable on an estate planning case that was closed due to this story.THE ADVENTURES OF INSURANCEMAN is available on Amazon for single use and may be licensed and customized for use by licensed insurance agents to increase sales production and persistency.https://www.amazon.com/ADVENTURES-INSURANCEMAN-ROBERT-J-SMITH-ebook/dp/B07H3D2TY5?ref_=ast_sto_dpRobert has been featured on ABC, CBS, FOX, NBC, The CW Network, and The Golf Channel.He has consistently ranked in the top 1% of the Internet Movie Database (IMDb). Robert is also a Forbes Business Council Member and Contributor.https://www.IMDb.Me/RobertJSmithRobert has raised millions of dollars for charity through his financial advisory practice and personal efforts.Robert J. Smith, MFA may be reached at Robert@RobertJSmith.com and at (407) 508-0200 for a fifteen-minute consultation at no charge to show you how you can increase sales production, revenues, and profits.Learn more: https://smithprofits.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-financial-planner-and-advisor-robert-j-smith-founder-of-smith-profits

How do you gather information from prospects and clients in a way that showcases your own expertise? Should you do advance research? In this episode, MDRT members share their best practices for generating the trust that leads their specific clientele to open up. You'll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:28 – Doing research to find common interests and generate trust 1:31 – Ensuring you prioritize both character and competence 3:01 – Utilizing social media as a guide for prospecting 5:53 – Staying top-of-mind with potential clients who are parents 8:00 – Demonstrating expertise with couples Listen to the monthly series, MDRT Presents: @mdrtpresents

What can you offer clients as a way to say thank you? What item or event will get them talking about you? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey explain how to successfully utilize gifts – pending compliance approval – and other initiatives to enhance relationships and drive referrals. Episode breakdown: 0:28 – Matching intangible products with tangible gifts 1:41 – Identifying a range of ways to say thank you – and drive referrals 5:05 – Distinguishing between a gift and a promotional item 8:24 – Creating different opportunities for client appreciation 10:44 – Ensuring that you're being referred to the right people Listen to the monthly series, MDRT Presents: @mdrtpresents

What should you say — or not say — to clients who are especially vulnerable? In this episode, MDRT members explain how they support clients going through particularly challenging times, whether it's a death, divorce or otherwise. You'll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:32—Learning about the importance of not making assumptions 2:50—Developing a process for working with vulnerable clients 8:26—Adapting to circumstances outside of the norm 9:48—Recognizing that lifequakes can be both big and small Listen to the monthly series, MDRT Presents: @mdrtpresents

In this episode, we have highlighted some of the most downloaded and interacted episodes with industry experts sharing their golden nuggets on how to take your company culture and leadership to the next level. The Insurance Buzz turns 1 in January, so every Thursday in the month of January, we are taking some of the most talked about topics in our industry and in business ownership and sharing the highlights of 2022. Listen to the full episodes here:Episode 25: The Ability To Change Peoples Life: Interview with Jason Chafe https://podcasts.apple.com/us/podcast/025-the-ability-to-change-peoples-life-interview/id1606064185?i=1000556174903Episode 55: From burnt out to MDRT, how this agent completely changed everything by changing this: Interview with Ulyanna Chung https://podcasts.apple.com/us/podcast/055-from-burnt-out-to-mdrt-how-this-agent-completely/id1606064185?i=1000570298634Episode 75: Mindset, grit and how leading by example = success: Interview with Rob Dow https://podcasts.apple.com/us/podcast/075-mindset-grit-and-how-leading-by-example-success/id1606064185?i=1000580649536Episode 81: My job is education, your job is decisions: Interview with Laura Harris https://podcasts.apple.com/us/podcast/081-my-job-is-education-your-job-is-decisions-interview/id1606064185?i=1000582882670Episode 40: Investing in your team and the importance of training: Interview with Charlie Pelt https://podcasts.apple.com/us/podcast/040-investing-in-your-team-and-the-importance/id1606064185?i=1000563984570Text 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 industry Join Weaver Sales Academy: https://www.weaversa.com/Follow Michael on social media:Facebook: https://www.facebook.com/themichaelweaverInstagram: https://www.instagram.com/_michaelweaver_/LinkedIn: https://www.linkedin.com/in/michael-weaver-a2940095Follow Courtney on social media:Facebook: https://www.facebook.com/courtneyvieInstagram: https://www.instagram.com/courtneyvie/LinkedIn: https://www.linkedin.com/in/courtney-weaver-4b8139a0/Follow their joint accounts on social media:https://www.facebook.com/mandcweaverhttps://www.instagram.com/mandcweaver/

In this episode, Jonhenri Ball joins Bradley to discuss his philosophy, convictions, and strategies around insurance sales. One of the key ideas he discussed were creating different marketing campaigns based on the demographics in your business. He also explained his belief that insurance should not be sold as an investment. Finally, he begged the question, "What is your personal philosophy around your services and products?Jonhenri Ball has successfully trained, coached, or mentored insurance agents from obscurity to MDRT and TOP OF THE TABLE production levels.Through his insurance sales training study group we've delivered exceptional results using my unique sales process with agents who struggle to achieve their sales goals.He helps agents DISCOVER DYNAMIC DIALOGUE that can change their DESTINY.He believes that his job is to help agents see things that they have never seen before....you can't see what you can't see and you can't take advantage of what you don't know.Get in touch with Jonhenri Ball using his cell, 937-416-8187, or his email, jhball@me.com.Thanks to our sponsors:Club Capital offers monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capital.Ready to grow your book of business? That's Direct Clicks Inc.'s specialty. Find out how they can help your agency leverage Google to drive inbound phone calls, leads, online visibility and organic growth at www.directclicksinc.com.Coach P found great success as an insurance agent and agency owner. He leads a a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Club Capital Podcast when you get in touch.Autopilot Recruiting is a continuous recruiting service where you'll be assigned a recruiter that has been trained to recruit on your behalf every business day. Listeners of the Club Capital Leadership Podcast go to https://www.autopilotrecruiting.com and use the code ClubCapital to get started.

What's in this episode:- Characteristics of great agents.- Surround yourself with the right people.- Why price isn't the most important thing.About Joe:30 years with Farmers Insurance. Married with 4 children (all boys).His office is in Rockwall, Texas. 5800 PIF. 205 Million in AUM.Contact Joe:joe@joewimpeeagency.comhttps://www.linkedin.com/in/joe-wimpee-0b72a82/https://www.facebook.com/profile.php?id=100060608576158 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 industry Join Weaver Sales Academy: https://www.weaversa.com/Follow Michael on social media:Facebook: https://www.facebook.com/themichaelweaverInstagram: https://www.instagram.com/_michaelweaver_/LinkedIn: https://www.linkedin.com/in/michael-weaver-a2940095Follow Courtney on social media:Facebook: https://www.facebook.com/courtneyvieInstagram: https://www.instagram.com/courtneyvie/LinkedIn: https://www.linkedin.com/in/courtney-weaver-4b8139a0/Follow their joint accounts on social media:https://www.facebook.com/mandcweaverhttps://www.instagram.com/mandcweaver/

What's in this episode:- Advice for going from agent to agency manager.- The more you invest in your people, the more money you make.- Things not to delegate.About Richard:30 Years Tenure as a Farmers Agent10 Full-Time Agency Producers8,500 Policies in Force$10 million plus in GWP8 Presidents Councils6 Championships19 Topper Clubs3 MDRTs11 Straight Century Life Awards2020 and 2022 Life Agent of the YearMember of the National Agent Advisory CouncilMember of the Central Territory Agent Advisory CouncilMember of the Life Agent Advisory CouncilContact Richard:https://www.facebook.com/TheSalinasInsuranceText BUZZ to (816) 727-7610 to connect directly with Michael and share your favorites from the episode or learn more about upcoming events and challenges happening in our industry Join Weaver Sales Academy: https://www.weaversa.com/Follow Michael on social media:Facebook: https://www.facebook.com/themichaelweaverInstagram: https://www.instagram.com/_michaelweaver_/LinkedIn: https://www.linkedin.com/in/michael-weaver-a2940095

What's in this episode:- The benefits of waiting.- The two reasons why most mistakes are made early in business.- Developing proper systems for the long term.About Richard:30 Years Tenure as a Farmers Agent10 Full-Time Agency Producers8,500 Policies in Force$10 million plus in GWP8 Presidents Councils6 Championships19 Topper Clubs3 MDRTs11 Straight Century Life Awards2020 and 2022 Life Agent of the YearMember of the National Agent Advisory CouncilMember of the Central Territory Agent Advisory CouncilMember of the Life Agent Advisory CouncilContact Richard:https://www.facebook.com/TheSalinasInsuranceText BUZZ to (816) 727-7610 to connect directly with Michael and share your favorites from the episode or learn more about upcoming events and challenges happening in our industry Join Weaver Sales Academy: https://www.weaversa.com/Follow Michael on social media:Facebook: https://www.facebook.com/themichaelweaverInstagram: https://www.instagram.com/_michaelweaver_/LinkedIn: https://www.linkedin.com/in/michael-weaver-a2940095

Amanda Cassar is a financial Adviser based on the Gold Coast, Australia.She holds a Master of Financial Planning and specialist accreditations in Aged Care and Self-Managed Superannuation funds.Amanda has volunteered for many different roles and loves giving back to the financial planning profession.  She enjoys public speaking on topics such as financial abuse and spreading financial literacy in schools.  She currently acts as the Australian Chair of MDRT and when not assisting her clients, likes pottering about in the vegie garden with her chickens.Support the show

What's in this episode:- From law enforcement to insurance.- How to avoid burnout.- What Ulyanna did differently with her second agency.About Ulyanna:She has been a State Farm agent for over eighteen years. As a ChFC, her agency's mission is to be a difference in the lives of the people in our team, our agency, and our community. In addition, she is the author of the book, Culture of Agency. Culture of Agency helps insurance agencies achieve success by developing and fostering their unique dynamic culture. Weaver Sales Academy Event:www.weaversa.com/events

As we all know, marketing is an essential part of growing a business. It's not enough to create a great product or service. If you don't have consumers coming across your offer, you can't increase sales. That being said, while sales happen with great marketing, you also need the right sales systems in place. In this episode, we've invited a sales and emotional intelligence expert. Her name is non-other than Merit Kahn. Merit is the CEO of SELLect Sales Development and she's been coaching & training entrepreneurs and sales teams for more than 20 years. She's been featured on numerous podcasts and spoke at various conferences, such as the Sales And Marketing Summit. She has taught repeatable formulas that have increased sales multi-dollar international brands such as Microsoft, Thomson Reuters, MDRT to name a few. Top 3 Value Bombs: 1) How To Ensure Your Sales Mindset Helps & Not Hurt You 2) How To Handle Rejections 3) How To Make Appropriate Offers Learn more about Merit Kahn: Website: https://meritkahn.com/ LinkedIn: https://www.linkedin.com/in/meritkahn/ Facebook: https://www.facebook.com/MeritKahn Twitter: https://twitter.com/MeritKahn Learn more about Rayson: Facebook: https://www.facebook.com/Raygacy/ LinkedIn: https://www.linkedin.com/in/raysonchoo Instagram: https://www.instagram.com/raygacy/ Clubhouse: https://www.clubhouse.com/@raygacy Website: www.raygacy.com Missed the other episodes- Subscribe on Itunes: https://podcasts.apple.com/.../the-raygacy-show/id1435706344 Join The Tribe of Raygacy: https://t.me/theraygacyshowfamily If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts? It takes less than 60 seconds, and it really makes a difference in helping to convince hard-to-get guests. I also love reading the reviews! Thank you! --- Send in a voice message: https://anchor.fm/theraygacyshow/message