Stay Paid - Insurance and Financial Marketing

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 mind...

If you're eager to revolutionize your lead-generation game, then get ready—we're unveiling the transformative power of case studies along with eight tips for how to maximize their persuasive appeal. Join us to discover examples of compelling stories that showcase your value and skills (making you the preferred choice among your competitors), the essential information to include that enhances your...

Our conversation this week is with Grant Dougherty, chief strategy officer for Senior Life Services. Grant speaks with pride about what sets Senior Life Services apart from other agencies, such as how it invests in leads as a way of investing in its agents. He shares the organization's various lead generation strategies and the performance standards its agents strive to live up to . We also ask Gr...

E very industry at some point experiences a shift in the market. But rather than lament this fact, you need a plan to adjust to the changing circumstances. We review four well-advised principles that have proven time and again to help proactive businesses stay on track and even thrive where others fail. They represent the collective wisdom of successful entrepreneurs, respected authors, lessons le...

This week, we ask Brian Celestine, a partner at North American Senior Benefits with 15 years of experience in insurance, to share his thoughts about what has made him such a success and the tactics he coaches his agents to use with their clients. Brian has the mindset, hustle, and consistency that create superstars, and when you hear him describe how he gets three to five referrals at every appoin...

Every business owner knows they need to be active on social media, but many struggle to do it with the regularity required to make an impact. Managing social media is work , demanding time and effort to create and post content, engage followers, and track analytics. It's little wonder that many feel like they're fighting a battle between participating in social media and actually running their bus...

This week we're speaking with Kim Sixkiller, president of Magellan Healthcare and the founder and owner of K6 Resources where she trains insurance professionals to optimize their businesses and offer premier service to their own Medicare clients. Her interview is a treasure trove of sound advice, including selecting an IMO to attracting and closing Medicare clients to staving off the competition t...

New Year's resolutions are a timely topic, but whatever your goals and whenever you set them, the only way you will ever achieve any of them is to take action. This week, we offer four practical, proven, and actionable steps you can take today to ensure that you become one of the exceptional 20% of people who actually achieve what they set out to do. Join us to discover four ways that will absolut...

To put you in the absolute best position and frame of mind to make 2024 your year to crush it, we're reposting an interview that blew our listeners out of the water. If you've heard our conversation with David Alvarado before, you know his is an interview worth listening to again. The story of his rise, fall, and resurrection in the insurance industry, including the decision that turned his career...

Referrals are literally free leads , so it only makes sense that you do everything you can to maximize your referral rate as a powerful strategy to build your business. We're sharing five tactics with dozens of examples to increase your referral rate and collect more customer reviews, and we're certain that there is at least one idea among them that you haven't thought to use before. Join us to di...

After Kevin Thompson suffered a career-ending injury as a professional baseball player, he used his earlier experience as the victim of a Ponzi scheme to become a successful registered independent advisor. That's a combo of backgrounds we just had to know more about! In addition to sharing the #1 business lesson he learned while playing for the New York Yankees, Kevin describes his approach to lea...

As a leader or business owner, you've undoubtedly been challenged to find, manage, and motivate talent for your team. There's no denying that there's a bit of luck involved in this process, but it also requires a great deal of skilled leadership. In this Silver Dollar episode, we reflect on our own experiences as well as the advice of experts to offer 10 things effective leaders must routinely do...

Best friends for years, Michael Kwarteng and Jalon Talley founded True Wealth Financial, a nationwide life and health insurance consulting agency, and the phenomenal rate at which their business is growing was a topic of conversation among attendees at the most recent 8% Nation conference. In this episode of Stay Paid , we ask them to share their strategies for generating and closing leads and rec...

People who attend our geofarming webinar routinely ask us what type of content they should be sharing with their audiences. In this Silver Dollar episode of Stay Paid , we answer that question and provide a structure that helps ensure the content you create engages your audience, represents value to them, and produces leads more likely to convert. Join us to find out the #1 mistake creators make w...

Dominique Henderson has more than two decades of experience as a successful certified financial planner, coach, speaker, podcaster, and author. He's also the founder of DJH Capital Management in the Dallas–Fort Worth area. Among the questions we ask him is how financial advisors can get more clients. Listen to his interview to discover how to flip lead generation on its head so clients find you ,...

A brand is a fragile asset, one that can be damaged (sometimes irreparably) by a simple misstep. Just ask PepsiCo, which lost $30M when it rebranded Tropicana orange juice and changed its packaging. In this week's Silver Dollar episode, we revisit this branding debacle to reinforce the first rule of branding and the central tenet of understanding your ideal client. Listen to understand the key asp...

Arturo Johnson, CEO of Arturo Johnson Consulting, is an author, speaker, and client acquisition expert. He attributes a significant part of his meteoric rise from flat broke to making six figures as an insurance agent to figuring out how to build successful Facebook ad campaigns. Listen to our conversation with Arturo to understand the critical need to automate your outreach, appreciate how all ef...

Industry conferences aren't just great opportunities to do business—they're also where you can test the true extent of your success. From scoping out the competition to meeting customers face-to-face to getting in the trenches and making sales with your team, attending a conference offers many benefits you may not have thought of. Listen to find out how to conduct a sale with confidence and why it...

This week, we speak with Raza Begg, executive director for Experior Financial Group. He and his wife Imrana, also an executive director, are the company's first six-figure earners in the US. During his interview, he shares his thoughts about discipline and success along with his secret for recruiting and keeping top producers. He also has a dire warning for brokers who may not realize their book o...

Hiring the right people is a make-or-break endeavor for your business, but so is selecting the right referral partners. Make a mistake, and you could end up paying for it in ways beyond lost time and money. In this Silver Dollar episode, we're sharing the hiring mistakes we've learned to avoid and what we believe are some of the most critical measures you can take to ensure you've got the right pe...

In the premiere of our new feed just for insurance and finance professionals, we're speaking with Tony Merwin, executive director of Avila Medicare Solutions and one of the founders of the 7,400-member Facebook group "The Insurance Syndicate." Join us to hear a fantastic lesson in data-driven decision-making and discover the surprising Medicare niche market expected to triple in size in only seven...

We are so thrilled to bring to you our newest addition to the Stay Paid Podcast - Insurance and Financial Marketing! Each week we will bring you two episodes to help you crush the marketing game, and help you succeed in both life and business. Be sure to subscribe today so you are the first to know when new episodes drop! Brought to you by ReminderMedia.