Podcasts about symmetry financial group

Welcome to The Rocky Garza Show, where I dive deep into the truths that shape extraordinary leaders. In today's episode, I have a powerful conversation with Edward Pritchett, and trust me—you don't want to miss this one.We explored what it truly means to create generational wealth, but even more importantly, what it means to be a generational breaker. Edward opened up about how he's using his life experiences to build the future he envisions, not just as a business owner but as a father and husband.What struck me most is that we didn't even focus on the success of his multimillion-dollar business. Instead, Edward shared the deeply personal struggles he still faces daily in order to lead the life he wants. He's learned that true success isn't just about revenue—it's about measuring impact, influence, and presence.This conversation is packed with raw honesty, actionable insights, and a perspective that challenges the way we define leadership. Let's dive in.About EdwardEdward Pritchett is a serial entrepreneur, financial expert, and insurance industry leader based in Dorado, Puerto Rico with his home office in Asheville, North Carolina. As a Managing Partner at Symmetry Financial Group and founder of the Pritchett Agency, Edward has empowered countless insurance agents to build thriving businesses while serving their clients with integrity and excellence. His innovative marketing strategies, passion for mentorship, and commitment to community have made him a sought-after voice in the industry.Beyond his work in insurance, Edward is the founder of the Camilla Foundation, which focuses the support of orphanages around the world and nursing education in Western NC, and co-founder of Boundless Properties, a real estate developer. Both of these organizations were instrumental in spearheading relief efforts after Hurricane Helene, helping the Western North Carolina community recover and rebuild.Edward's entrepreneurial spirit is complemented by his educational background at Yale and his desire for creating meaningful connections. He frequently shares insights on leadership, financial independence, and team-building on his YouTube channel, Life Insurance Today, and social media platforms.In his free time, Edward enjoys exploring the world, spending time with his family, and doing something physical, which sometimes includes eating a delicious meal. He is also the author of Tax-Free Living, a guide to legally minimizing taxes while maximizing wealth and legacy.Edward's Background and Early LifeEdward was born in Mobile, Alabama, in a family rich in wisdom but lacking financial stability. His childhood was filled with love and strong values, but there was always a missing piece. He remembers moments where, despite having supportive parents and siblings, financial struggle was a constant reality.One defining memory was shopping at Payless while classmates wore Nike sneakers—drawing his own swoosh on knockoff shoes to fit in. It wasn't about material things; it was about feeling different, about wanting more than what his circumstances allowed.That experience planted a seed. He wanted to break the cycle. But for years, he didn't know how.Realizing the Missing PieceAs Edward grew older, he became immersed in personal development—reading books, setting goals, creating vision boards. He thought he was following the right steps, yet success wasn't showing up the way he expected.He blamed external factors. He assumed others had the real secret and weren't sharing it. This mindset stuck with him through college and into his early career.Then the Great Recession hit. It was a turning point. He lost his job and, instead of blaming the economy, he finally asked himself the hard question:What am I missing?A mentor challenged him to stop waiting for success to come to him and start making it happen through him. That shift—from entitlement to responsibility—changed everything.Breaking Generational CursesEdward learned that breaking cycles isn't just about money. Generational curses come in many forms—mindset, habits, limiting beliefs. He had to change not just how he worked, but how he thought.He realized that success isn't about following a script. It's about ownership. It's about recognizing blind spots and actively filling the gaps. That's how he moved from struggle to building a life of abundance—not just financially, but in every area of life.Balancing Family and AmbitionOne of Edward's biggest ongoing challenges isn't financial—it's balancing ambition with his role as a husband and father.For years, he believed that providing financially was enough. If he worked hard and built wealth, his family would be taken care of. But he soon realized that his presence mattered far more than his paycheck.His wife confronted him about it. His kids were growing up, and while he was “working for them,” he wasn't with them. That moment forced him to reassess his priorities.Now, he approaches work and family differently:He doesn't let his work drain all his energy before he gets home.He involves his wife in planning his travel schedule.He prioritizes quality family time, ensuring his kids don't feel like second place to his business.Setting and Achieving Personal GoalsEdward believes in setting goals beyond financial success. Six years ago, he adopted a structured goal-setting system across four areas:Career Goals – Business and financial growth.Personal Goals – Developing as a leader, husband, and father.Adventure Goals – Creating memorable life experiences.Contribution Goals – Giving back and making an impact.One of his major personal goals this year? Becoming fluent in Spanish. He's actively working on it through daily practice, tutoring, and immersion opportunities.He and his wife also take an annual retreat to align their goals as a couple—ensuring they're building their life together, not just existing side by side.Final Thoughts and ReflectionsEdward's story is a reminder that success isn't just about revenue or achievements—it's about alignment between conviction and ambition.I want you to ask yourself:Am I allowing ambition to overshadow what truly matters?Am I chasing success out of passion, or am I running from failure?Where do I need to redefine what “winning” looks like?Ambition alone won't create a fulfilling life. The key is clarity—knowing why you're chasing your goals and ensuring they align with what truly matters.Resources MentionedEdward's website: https://pritchettagency.com/ Follow Edward: @iamedwardpritchettEdward's Facebook https://www.facebook.com/PritchettAgency/ Join my upcoming free LIVE workshop: Leading Without Losing YourselfKey Timestamps00:00 Introduction to the Rocky Garza Show01:56 Edward Pritchett's Background and Early Life04:59 Realizing the Missing Piece07:46 Breaking Generational Curses13:58 Balancing Family and Ambition22:50 Setting and Achieving Personal Goals33:19 Final Thoughts and ReflectionsTo join Rocky for his next free virtual event, go to https://rockygarza.com/beyondsuccessSupport this podcast at — https://redcircle.com/trgs/donations

Edward Pritchett, who is a Senior Partner at Symmetry Financial Group and founder of The Pritchett Agency, joins me on the podcast to talk about what life insurance agents can do to ensure that 2025 is their best year ever in business! Learn more about Edward Pritchett here: https://pritchettagency.com/

Janet Mathews was born in Greensburg, PA, into a family that has run a successful masonry and restoration business since 1911. She graduated Summa Cum Laude with a double major from Mt. Vernon College, now George Washington University, in Washington, DC. Janet's career began in real estate, where she worked for 13 years in Virginia and later in West Chester, PA.Janet has always been competitive, participating in sports throughout her life. She has been married to George Mathews for 28 years, and they share their home with their dog.Before joining Symmetry Financial Group, Janet worked as a Guest Host on QVC for eight years and co-founded 4 Leaf Energy with her husband. However, she found herself with little control over her time and finances, lacking mentorship and a strong lead system. In July 2013, a friend introduced Janet and George to Symmetry. By June 2014, through hard work and dedication, they became Agency Owners after just 11 months.Their success grew rapidly, winning the "SFG Fired-Up" Award in 2015. In June 2021, Janet and George reached the top contract level and were promoted to Senior Vice Presidents. In 2022, they joined the Advisory Board and received the prestigious Blue Jacket Award at the Reimagine Quility National Conference, recognizing their 108% agency growth.In both 2020 and 2023, they were honored as Symmetry and Quility's Impact Players of the Year. Currently, The Mathews Agency boasts nine Agency Owners, 183 writers, and their best year recorded $6.9 million in Annual Premium Volume (APV).For over 11 years, Janet has been deeply committed to mentoring agents, helping families secure their financial future, and empowering others to become business owners.

Learn how this insurance agency owner recruited over 300 agents and wrote over $5.6 million last year!

LaTonya James joined Symmetry Financial Group in December 2018 and before her career at Symmetry, she was a licensed family psychologist. After 15 years of higher education, LaTonya holds a Bachelor's degree in Criminal Justice, a Master's in Psychology, a Doctorate in Philosophy of Psychology, and she also completed 1.5 years of law school. Her pivot to the financial services came from a deep desire to be more present in her children's lives.  As a mother of three daughters, ages 22, 14, and 9, LaTonya started her insurance journey as a single mom, and over the years she has been able to pay for her eldest daughter's college education out-of-pocket. LaTonya has received notable recognition, winning both Rookie of the Year and Woman of the Year back-to-back in 2020 and 2021.Her greatest achievement is her family and the mother she has become. She finds peace in traveling, which she loves.

Sheila Shine, born and raised in Augusta, GA, is a dedicated professional in the financial services industry with a rich background in ministry and counseling. Sheila's journey into finance began after a fulfilling career in education and ministry. In 2001, she attended Capstone Institute to obtain her certification in Banking and Processing Management, marking the start of her financial career.Sheila transitioned from education to the mortgage industry, where she excelled as a broker and led the Processing Department Operations. Following the 2008 financial crisis, she joined Bank of America and SunTrust Bank, overseeing their Mortgage Lending Departments. In 2012, after SunTrust relocated, Sheila chose to take a buyout package to spend more time with her family.In 2013, Sheila attended a Financial Services meeting that sparked her entrepreneurial spirit, leading her to start her journey as a business owner. Her new career allowed her to travel extensively, meet new people, and explore diverse aspects of life.In 2016, Sheila and her family faced unexpected challenges, but this period also introduced her to Symmetry Financial Group. This pivotal moment transformed her life and career, leading to new opportunities and achievements in the financial services industry. Sheila is an Agency Owner as well as Top Producer and Most Consistent Producer. 

Kira Gainey's journey began on the farms outside Baltimore, Maryland, where her lifelong passion for horses led her to competitive riding along the East Coast throughout her college years, eventually steering her toward a career as an Equestrian Coach.Driven by a profound passion for learning and exploring life, Kira found her purpose in helping others recognize their potential. Her coaching and teaching career, which spanned over two decades, saw her mentoring a diverse range of individuals, from college equestrians to preschoolers.In 2015, Kira sought to broaden her impact and explore new opportunities by joining her husband in their growing life insurance agency at Symmetry Financial Group. Initially working part-time and taking on various behind-the-scenes roles, she decided to fully immerse herself in the business. In 2018, she completed her licensing, and by 2021, she transitioned from teaching to working full-time in the insurance industry.Today, Kira serves as the Chief Operating Officer (COO) of Gainey Financial Group, where she oversees daily operations. Despite her demanding role, she continues to manage the day-to-day activities on their family farm, balancing life with her two children, two dogs, and, of course, two horses.

Miranda Martin, Executive Vice President at Symmetry Financial Group, started in the Financial Services as a single mom of two boys ages 3 and 5 in 2015, after a successful career as a Sales Trainer for a Nationwide furniture wholesaler. Her first year, she capped $425 in personal production earning her the #3 overall agent of the year as well as the prestigious Julie Ranali Award for Top Female of the Year. It took her 3 years to get to the top contract level with a team of 13 Agency Owners that supercedes 7 million in revenue per year. She is a 3 time Mercedes Benz of excellence award winner, was named Businesswoman of the Year Finalist Tampa Bay, has won numerous Leadership Awards and currently serves on the Advisory Board. 

In this inspiring interview, I had the pleasure of speaking with Ryan Miller from Symmetry Financial Group about why he left his corporate job to begin a brand new career in life insurance sales.

Edward Pritchett, who is a Senior Partner at Symmetry Financial Group and founder of The Pritchett Agency, joins me on this week's podcast where we discuss many valuable topics for new and experienced insurance agents, specifically on how to work leads and book insurance appointments completely over the phone! Subscribe to Edward's YouTube channel: https://www.youtube.com/@InsurancewithEdward

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

Are you looking at becoming an insurance agent and wondering if this is the career for you? Or maybe you're in the industry already but haven't found any success, or at least not the kind of success you were hoping for? In this interview, I sit down with Brad Smith from Symmetry Financial Group and The Smith Master Agent, who after a failed mattress business, and being $280,000 in debt, decided to go ‘All-In' in the insurance industry. The Smith Master Agency now does excess of $25M per year in APV and has protected more than 3000 families. Learn more about the Smith Master Agency here: https://agenttraining.info

Join me in a captivating conversation with Omar Diaz, an exceptional individual from Symmetry Financial Group, as he unveils his remarkable journey. From stepping away from a $172,000 job, he emerged as a prominent figure within Symmetry Financial Group, excelling as both a top agent and a respected agency owner. Delve into his riveting story, as Omar shares his secrets to achieving unprecedented success in just five years within the industry. Discover the invaluable insights he offers on how aspiring agents can fast-track their own triumphs early in their careers. Contact Omar Diaz here: (915) 799-2974

Edward Pritchett, who is a Senior Partner at Symmetry Financial Group and founder of The Pritchett Agency, joins me on this week's podcast where we discuss how insurance agents can make more money and sell more policies completely over the phone!

In this video, Edward Pritchett, Senior Partner at Symmetry Financial Group and founder of The Pritchett Agency, shares his top 5 best practices for insurance agents to successfully sell life insurance virtually, from the comfort of their own homes or anywhere in the world. As a seasoned industry veteran, Edward has helped countless agents navigate the rapidly changing landscape of life insurance sales, and he's here to share his insights with you. If you're an insurance agent looking to take your virtual sales game to the next level, this video is a must-watch. So sit back, relax, and let Edward show you how it's done! Want to learn more about Edward Pritchett? Visit his page here: https://go.pritchettagency.net/8-percent/

Darin Stubbs is the executive vice president at Symmetry Financial Group. If you're an entrepreneur who's just starting out, has hit a lull, or can't get momentum—or if you simply want more of what being your own boss promises—then we guarantee that Darin's advice and insight will change the trajectory of your life forever. (That's a big claim, but we're sticking by it!) Listen to his interview to discover some of the fundamentally different ways CEOs think about factors that influence business like costs, income, opportunity, and time; a simple but game-changing tool that will dramatically shorten any salesperson's learning curve; and one of the most valuable, career-advancing tactics top producers consistently swear by. Be sure to check out our show notes at staypaidpodcast.com for more in-depth information and added details not included in the episode. Connect | Resources Connect with Darin at pacwestagency.com/career Website: Symmetry Financial Group Insurance tech: quility.com Book: The 21 Irrefutable Laws of Leadership: Follow Them and People Will Follow You by John C. Maxwell   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 1:32     The CEO vs employee mindset 5:26     Disciplined commitment to revenue generating activities 9:30     Surrendering to your commitments 10:33   Having a job vs being your own boss 12:41   Gain some perspective 14:21   The power of a “Should Have” journal 16:37   Get yourself a mentor and your butt kicked 23:02   How Darin motivates himself (“The Note”)

Are you looking to get unlimited leads and make six figures in your first year? Richelle and Eric are here to show you how it's done!Eric Ondrick is dedicated to helping people safeguard the futures of their homes and families. As an agency owner, Mortgage Protection Consultant, and licensed field underwriter for Symmetry Financial Group, his passion lies in ensuring that clients around him have a secure financial future.In this episode of The Million Dollar Equation podcast, they'll share their top tips for generating an endless stream of leads and closing more deals than you ever thought possible. So whether you're a seasoned pro or just getting started, don't miss this essential guide to business success.

As an agency owner with Symmetry Financial Group, Ryan has scaled a consumer life insurance agency to $5MM in virtual / online policy sales in under 3 years.As co-host and founder of the “How to Sell Insurance” podcast, Ryan alongside his partners guide insurance agents to leverage technology / automation strategies and find success in the virtual sales environment.Ryan is certified in both NLP and NEPQ sales strategies, and is always finding new ways to deliver value to those who come into contact with him.Learn more: https://www.symmetryjobs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ryan-federico-agency-owner-with-symmetry-financial-group

As an agency owner with Symmetry Financial Group, Ryan has scaled a consumer life insurance agency to $5MM in virtual / online policy sales in under 3 years.As co-host and founder of the “How to Sell Insurance” podcast, Ryan alongside his partners guide insurance agents to leverage technology / automation strategies and find success in the virtual sales environment.Ryan is certified in both NLP and NEPQ sales strategies, and is always finding new ways to deliver value to those who come into contact with him.Learn more: https://www.symmetryjobs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ryan-federico-agency-owner-with-symmetry-financial-group

We sit down with the fastest youngest ever Managing Partner of Symmetry Financial Group today. We will be talking about the grit and determination it takes to succeed in this business. --- Support this podcast: https://anchor.fm/howtosellinsurance/support

Have you been “stuck” lately in an area of your life? I talked about balance on my last episode and how it's virtually impossible to grow with one area if all areas are being balanced. This is the NEXT STEP in achieving what you want, whether it's in business, fitness, or any other area of your life. You are going to have to ask yourself some tough questions and Jamma Foote (my amazing husband), owner of a million dollar agency, top team leader in producer with Symmetry Financial Group, and motivational speaker, is here as my guest today to give us a pep talk about it! Stay tuned because my next episode will specifically be about how to overcome or get out of a fitness rut…you know…when you plateau in your journey or get bored with something…? Thanks for listening in! Don't forget to leave a review on apple podcasts if you are using that platform for a chance to win a gift card!!!

On today's show, we talk to Charles Beck, a young leader who will share with us insightful details about his 5 years experience with Student Painters that started back in 2014. Currently, Charles owns his own painting business and he is also a Field Underwriter at Symmetry Financial Group. In today's show, you will find out when Charles heard about  Student Painters and what drew him into the program. You will also learn some details about Charles' achievements in his first and second years in the program. Charles will share some of the key habits a young leader should develop to set himself up for success Charles will talk about how Student Painters changed his life both personally and professionally. He will also reveal some details about what he does today and what are his goals for the next years. For this and much more, tune in to our latest episode!   What You Will Learn In This Show  When did Charles hear about Student Painters and what drew him into the program?  What are Charles' key takeaways from the program? Key habits you should develop at a young age to set yourself for success How Student Painters changed Charles both personally and professionally  Some advice for our rookie managers What is Charles doing today and what are him goals for the next years And so much more…   Resources: YEAA Website Leaders Across America Charles' Linkedin

The U.S. Department of Treasury issues a “riveting” (wink, wink) statistical report each year about the insurance industry. This year's report indicates an 18% growth in a trillion-dollar industry just in the United States alone between 2020 and 2021, and all the numbers are pointing to another record year of growth this year. Once you add Medicare and Property & Casualty, we are looking at a 2-3 trillion dollar industry!     We are in an incredibly explosive industry that has more demand than agents to serve this exploding need. In this episode, Edward Pritchett, Senior Partner with Symmetry Financial Group, sits down with Roger Short to discuss why and how this industry has changed his life. He discusses how to become successful as an agent and scale as an agency builder. After 14 years in the business, Ed has over 700 active monthly writing agents in his agency. He shares his perspective on what people should know and consider when looking at this business and also how to set up your business to create long-term residual income. 

Some people are tentative and cautious in their sales, business, and in life so that they don't take too many risks to protect what they have and to maintain the status quo. Many people, regardless of their situation, limit their potential because they are concerned about possible negative consequences of bold actions that may go wrong. Most people just play not to lose. People who make it big in life, sales and business play to win.  In this episode, the guys are joined by listener favorite, Marlin Faulkner of the Faulkner Agency in Tulsa, OK. Marlin is a seven figure agency owner with Symmetry Financial Group, who has an amazing and inspiring origin story. From broke and homeless to one of the most captivating communicators in the industry, Marlin's message of “playing to win” in insurance sales and in life is inspiring to say the least. His story provides many well learned lessons that we can all apply today to help us win in our own journey.

Edward Pritchett, who is a Senior Partner at Symmetry Financial Group and founder of The Pritchett Agency, joins me on this week's podcast where we discuss many valuable topics for new and experienced insurance agents. We go through his childhood, attending Yale University and graduating with a degree in chemical engineering, jumping into the insurance industry as a way to make ends meet, to ultimately becoming a senior partner at Symmetry Financial Group and becoming one of the greatest life insurance agents I've ever had the pleasure of interviewing. We talk about how to sell life insurance from home, the impact that life insurance can make on the families you help, how to increase your income, and so much more. This is a podcast you definitely do not want to miss!

The one and only Nate Auffort from Symmetry Financial Group joins me today on this weeks episode of the CA Power Players Podcast. In this episode, we talk about the upcoming 8% Virtual Conference, the benefits of selling insurance over the phone, how to begin your career in the best way, and much more - check it out! See Nate Auffort, Cody, and many more incredible trainers at the 2022 8% Nation Virtual Conference on FEB 18th (Use Promo Code "Nate" for $50 OFF your ticket): https://8percentvirtual.com #InsuranceAgent #InsuranceSales #Insurance

Today I had the pleasure of talking with John Griffin. John helps create insurance agents who make north of $250,000 their first year in the industry with Symmetry Financial Group. In this episode John Dives deep into his 30+ years of sales experience and shares his biggest lessons and backs them up with stories. Learn the difference between “No” and “Know”, how to break the stigma of being viewed as a “Sleazy salesperson” , how to connect with prospects via Zoom, and so much more. Enjoy! Symmetry Financial Group. https://www.sfglife.com/

The replay this week is about a special door installation in an old stone farmhouse and Kevin and Ron talk with Tom Hartill and George Matthews from Symmetry Financial Group about Debt Free Life Insurance.

With Ashley Tarr— Entrepreneur, Executive Vice President of Symmetry Financial Group, and advocate for personal development. Ashley shares her INCREDIBLE journey from feeling completely stuck and hopeless to now leading a multimillion-dollar company and directly impacting the lives of those around her in radical ways.

Regional Agency Director, Deric Brock, hosts an incredible interview with Advisory Board Member and Associate Partner, Danny Young. He talks about defining your legacy with Symmetry Financial Group.

Hear from the #1 top producer in all of Symmetry Financial Group for 2017 on what it takes to be THE BEST! With over $743,000 in premium written, Kimberly Ngo shares her schedule, resources, tips, and mindset that allowed her to accomplish this.

Edward Pritchett, #1 Agency Builder and income earner with Symmetry Financial Group, talks about how he became #1 and his vision for his agency.

Brian Pope, an owner of Symmetry Financial Group, talks about how he got to where he's at, what's different about Symmetry, and his vision for the future of the company.