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Jul 26, 2021

When helping a client that does or doesn’t mind a little risk, it’s important to remember the purpose of the money. Do they need guaranteed income they can never outlive? Do they want upside potential with downside protection? Do they want to have some money at risk? In this episode, Chad and Caleb discuss the...


Jul 19, 2021

Handling objections is an art and takes time to master. Once you do, you can rest assured that you will be able to overcome them all. In this episode, Caleb throws out some common objections that agents run into over the phone with clients, and Chad handles them to teach you how to overcome the ones you face.


Jul 12, 2021

You call the lead, set the appointment, run an illustration, and the client doesn’t show up. A no-show can be challenging, but your time is precious, and the way you convey that to your clients is vital. In this episode, Chad and Caleb dive into how Chad responds to a client not showing up to the appointment.


Jul 5, 2021

One of the best ways to expedite success is to know exactly what NOT to do. In this series, you’ll hear Chad and Caleb talk about 25 things that agents commonly do that can be detrimental to their business and ultimately lead them to failure in the industry. Avoid these 25 things, and you’ll set yourself up for...