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Jul 25, 2022

Your lead budget is one of the most important aspects of your business. Ideally we want to get to a point where you have a surplus of leads that you can build up so that when the lead flow slows down you have a bank of them ready to go. In this episode, we'll cover 6 things you need to be doing to go from a small...


Jul 18, 2022

When full fact finding is what’s being done, EVERY question is critical, but one will determine more than any other. In this episode, we'll cover the ONE question that Chad asks to every single client and why you need to be asking this too.


Jul 11, 2022

What you get by having a rider, is what you give up by NOT having one.

In this episode, we'll cover what's created, credited, calculated, collected, and charged when it comes to income riders.


Jul 5, 2022

For the record, this is NOT an advisory podcast. This is purely opinion. Chad often calls Brokers "Bookies".

In this episode, we'll explain why Chad makes that comparison as well as detailing how we feel the things ought to be handled for the clients benefit.