Mar 28, 2022

A lot of information goes into prep for our clients but are you saying these 3 things to your clients?

In this episode, Caleb and I share some good topics to discuss with clients to help solve their financial goals.

Mar 21, 2022

Any agent can increase their numbers by implementing some of the things I've learned over the years becoming a top earner. The question is has your system been perfected?

In this episode, Caleb and I share some of the ways I've become successful so that you can see an increase in numbers.

Mar 14, 2022

How are your clients affected when the market is down, strategies are down, but rates are up?

In this episode, Caleb and I talk about Index allocation and MYGAs and reference episode 167 "Selecting Index Strategies and Renewal Rates".

Mar 7, 2022

You don't have to know everything about the financial world to enter this industry. But the quickest way to overcome the knowledge disparity is by learning from an experienced mentor.

In this episode, Chad will share some tips he has picked up along the way during his 15+ years in this industry. Implementing these can...