My time-stamped notes:
00:20 - Podcast intro & disclaimers
02:30 - Biographical introduction of my career path and progression
- 09:55 - Didn't graduate high school in the traditional sense! Traditional vs applicable education
10:43 - Went to CU after AEFA; birds of a feather flock together
13:03 - Why I pursued my ChFC
15:07 - What is each financial product is for?
15:29 - Solving problems for the client; referrals vs self-promotion; my 3-ways we can work together
- 17:50 - Context in the sale; sale is made in context of the problem
19:01 - What I'm doing today with The Breakaway League (in context of the problem)
- Response to bad or non-existent training
26:15 - What we do in The Breakaway League
- Introducing the concept of selling to serve.
- Buying into the problem and the solution; Met Tom Love
- True ambition; serving vs selling
31:38 - Better communication language; Not just what we do, but why we do it!; discovering my why
- (got garbled); help people develop their skills; building my own level influence
35:08 - Mark Mortensen and his influence on me
36:58 - Developing EOS and your Why
- Boot camps & trainings; my 'ambassadorship'
- Reinvent yourself from an insurance agent to a Person of Interest
39:20 - 40:49 - My EOS
41:51 - Whole new level of satisfaction to your career; lack of desire of the other person
43:52 - My Ebook; what do you consider to be a great hoax: the 401(k)
55:47 - Help people planning for uncertainty; more 401(k) weaknesses; stopped lifetime wealth compounding curve
59:32 - Penny doubling every day for 30 days... or $100,000 examples (opportunity costs)
- bit of garbling
1:02:00 - What special opportunities do you see for financial professionals?
- www.theexplanationofservics.com
1:05:08 - What industry development are you MOST displeased with
1:07:24 - Is the Breakaway League primarily a study group?
1:11:03 - Personal Motto: I love trying to elevate the conversations that agents are having.
- Industry trolls, financial entertainers, Primerica
-

свернуть