Stay Paid - Insurance and Financial Marketing
ReminderMedia proudly presents Stay Paid Insurance and Financial Marketing—the podcast that gives insurance and finance professionals actionable marketing advice from top producers that will help them live a life of freedom, but only if they take action today. Along with a healthy dose of motivation and inspiration, hosts Luke Acree and Josh Stike tackle business-building subjects like lead generation and retention, digital marketing and social media tactics, and the revenue-producing potential of relationships within your sphere. Each episode aims to provide listeners with tangible steps that will take their businesses to the next level.
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How to win on Social Media
04/25/2024
How to win on Social Media
In today's episode, Luke breakdowns how you can succeed on Social Media for your business! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.
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Advice for New Insurance Agents | 3 Requirements for Success
04/24/2024
Advice for New Insurance Agents | 3 Requirements for Success
This week’s Stay Paid guest is Tony Holland, CEO of Global Premier Benefits and managing partner at Integrity Marketing Group. He’s also a stud when it comes to branding and lead generation, so we asked him to share his strategies and best advice for newer agents on how they can bypass the industry’s extreme attrition to experience success. Join us to hear about the three indispensable traits needed to make it big in insurance sales, find out the essential elements agents need to include on their business cards, and learn about a grassroots marketing strategy that produces leads with a 75–80% close rate. 💥 Let us help you get more referrals and repeat business! Visit to explore the world's best marketing and get exclusive discounts reserved just for Stay Paid listeners. Connect | Resources · Website: · Instagram: · Phone: 443-253-3634 · FREE lead magnet: You can get more free resources, including e-books, printables, and additional lead magnets to attract new leads, by visiting our . 0:00 Introduction 1:13 Tony’s business bio 1:51 Tony’s backstory 4:03 Reasons for initial success 5:30 3 tenets of success 8:23 Think like a CEO 11:22 Create a professional image | branding 17:12 Grassroot lead sources 20:50 Medicare lead tactic 23:00 About Integrity Partners 24:38 Future of IMOs | Co-ops 26:51 Advice: Your burden becomes your blessing 30:49 Action Item Want Josh and Luke to help you with your marketing? Visit Follow Stay Paid: Advice for New Insurance Agents | 3 Requirements for Success
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How do you create impact?
04/18/2024
How do you create impact?
In today's episode, Luke breakdowns the best way to create impact for your business! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.
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How to build a multi-million-dollar insurance business | CEO SHARES SECRET
04/17/2024
How to build a multi-million-dollar insurance business | CEO SHARES SECRET
During March Madness, we posted a bracket to Instagram filled out with some of the best Stay Paid podcast episodes from 2023, then created a poll asking people to vote for their favorite guest in each face-off. Eventually, an overall champion emerged: David Price! This week, we’re honoring his victory as our listeners’ selection for best insurance episode by reposting his interview. It’s both highly practical, offering great tips and advice, and deeply inspirational. When you listen, you’ll understand why listeners chose his as the most captivating. 💥 Let us help you get more referrals and repeat business! Visit to explore the world's best marketing, and get exclusive discounts reserved just for Stay Paid listeners. Connect | Resources Website: Instagram: You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 2:21 David’s story 5:42 Starting over again and again and again 9:50 Committing to a career in insurance 11:17 The impact of environment on success [Golden Nuggets] 12:34 Mindset: Show up as a student 15:24 To get to a $1M, begin with marketing for leads 18:36 The qualities in a good sales agent 21:53 Understanding patience toward progress 24:53 David’s advice to younger David 28:16 Action Item Want Josh and Luke to help you with your marketing? Visit Want Josh and Luke to help you with your marketing? Visit Follow Stay Paid: How to build a multi-million-dollar insurance business | CEO SHARES SECRET
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The Key trait to Happiness and Success
04/11/2024
The Key trait to Happiness and Success
In today's episode, Luke talks about the #1 key trait to happiness and success! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.
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Our Favorite Sales Strategy for Financial Advisors | It's ONE QUESTION
04/10/2024
Our Favorite Sales Strategy for Financial Advisors | It's ONE QUESTION
This week, we’re sharing again our interviewing featuring Erin Botsford, developer of the Elite Advisor Success System, CEO of the Advisor Authority, and author of Seven Figure Firm: How to Build a Financial Services Business That Grows Itself. As she’s been named to every category of Barron’s Top 100, it’s no mystery why Erin is among our most admired guests. Join us to discover why times of uncertainty and crisis are the easiest times to dominate the market, the marketing message she uses to max out the attendance at her seminars, and the best question to ask prospects that’s guaranteed to close the deal. 💥 Let us help you get more referrals and repeat business! Visit the home of Stay Paid at to explore the world's best marketing, and download a of the gold standard in personally branded magazines. Connect | Resources · Get your free copy of Erin’s book, Seven Figure Firm: How to Build a Financial Services Business That Grows Itself, at · Listen to the joint webinar with Erin and Stay Paid cohost, Luke Acree: You can get more free resources, including recordings of additional webinars, e-books, printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 1:54 Guest introduction 3:05 Erin’s epiphany 5:36 The prescriptive secret sauce 8:11 Uncertainty is an advisor’s friend 10:07 Create triggering events 14:09 Revealing pain points 15:17 Marketing tactics: what if? 18:15 Reframing fear 22:27 Action Item Want Josh and Luke to help you with your marketing? Visit
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How to build a brand that dominates with Medicare Misty
04/04/2024
How to build a brand that dominates with Medicare Misty
In today's episode, Luke talks with Medicare Misty about building the perfect brand that will dominate the industry! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.
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The Superior 14-Day Follow-Up Call Cadence
04/03/2024
The Superior 14-Day Follow-Up Call Cadence
You may take lengthy minutes selecting the perfect words for your blog, but in the long run, research suggests you could be better off investing that time into choosing images. In this episode of Stay Paid, we share five ways you can use images to raise your blog’s click-through rate, increase the time visitors spend reading your articles, boost social sharing, and improve readers’ retention. Join us to discover how many images you should include, and where you should place them, to get better results; the must-have image you need to include in every blog and how to optimize its effect; and AI and more traditional tools that will help you create blog images, pictures for social media posts, and videos. 💥 Let us help you get more referrals and repeat business! Visit the home of Stay Paid at to explore the world's best marketing, and download a of the gold standard in personally branded magazines. Connect | Resources Blogs · (from Orbit Media) · You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 1:15 Chase’s business bio 3:07 The 14-day cadence 5:51 Avoid voicemail 8:48 Lead gen and prequalification 10:08 Accepting the transfer 13:28 Repeatable process is key 16:16 Gauging your success 20:18 What’s working on YouTube 25:02 Using humor 28:00 About XFER Syndicate 32:59 Action Item Want Josh and Luke to help you with your marketing? Visit
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The 26 touchpoint plan for your database
03/29/2024
The 26 touchpoint plan for your database
In today's episode, Luke breaks down the best 26 touchpoint plan for your database this year! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.
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Ultimate Agent Winner: A Mindset Shift Was All It Took
03/27/2024
Ultimate Agent Winner: A Mindset Shift Was All It Took
At 19, Alexander Saleh, this week’s Stay Paid guest, became a competitor on Cody Askins’s The Ultimate Agent reality show—and won. On the last day of the challenge, he put up $7,800 in annualized premium. And later, during his first year as a full-time agent, he made $100K! Check out his interview to hear his story and find out all you need to know to elevate your game. Discover the simple strategy young or inexperienced agents can use to eliminate the wariness prospects may feel about doing business with you, a foolproof method that will build your confidence and skill as a professional, and Alexander’s brilliant tactic and script you can use to consistently garner multiple referrals at every appointment. 💥 Let us help you get more referrals and repeat business! Visit the home of Stay Paid at to explore the world's best marketing, and download a of the gold standard in personally branded magazines. Connect | Resources You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 1:11 Alex’s business bio 2:21 Early experience 5:43 Dialing, dialing, dialing 7:28 Referrals 8:07 Seminars | Closing rate 10:08 Strategy | Asking for referrals 15:43 Referrals | Closing rate 16:33 Adopting client’s perspective 18:04 Overcoming the prejudice of youth 21:12 Tactics to build trust 22:27 Leading up to the “Ultimate Agent” 25:03 The “Ultimate Agent” experience 27:14 Reality series takeaway—Golden Nugget 29:17 A powerful mindset shift 31:31 Advice based on experience 34:47 Action Item Want Josh and Luke to help you with your marketing? Visit
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How he went from making $12/hr to making $200,000 in his first year of Insurance!
03/22/2024
How he went from making $12/hr to making $200,000 in his first year of Insurance!
In today's episode, Luke talks to the CEO and Founder of Affordacare Insurance Steven Guilfoile and he breaks down how he grew such a successful company! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.
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Television Marketing: Is It Right for Your Agency?
03/20/2024
Television Marketing: Is It Right for Your Agency?
This week’s Stay Paid guest is Bobby Jones, founder and president of Delta Medicare Benefits Group in Memphis, Tennessee. Bobby has discovered that what’s old is new again—he’s advertising on television. While it’s not the cheapest strategy, his ROI is tremendous. In fact, his team reeled in 400 signed apps in one month! Join us to get the nuts and bolts about TV advertising (how to start, the cost, different formats, and more), find out the strategy Bobby used to select the most profitable time slots for his commercials, and discover the unique reason he rarely hires experienced agents. 💥 Let us help you get more referrals and repeat business! Visit the home of Stay Paid at to explore the world's best marketing, and download a of the gold standard in personally branded magazines. Connect | Resources FREE e-book: You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 1:33 Bobby’s business bio 2:28 Benefits of television advertising 4:29 The cost 5:44 The logistics 8:20 Repetition is key to success 9:39 Commercial format and placement 12:14 The goal of advertising 12:30 Building local trust 13:34 TV’s conversion rate 14:33 Handling off-hour calls 16:07 Hiring practices and rationale 18:10 Incentives 20:27 Advice to new agents 23:18 Action Item Want Josh and Luke to help you with your marketing? Visit Television Marketing: Is It Right for Your Agency?
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What makes a good leader?
03/15/2024
What makes a good leader?
In today's episode, Luke talks about the secret ingredients that make a great leader! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.
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Overcoming the #1 Sales Objection
03/13/2024
Overcoming the #1 Sales Objection
This week, Bill Thurman—author, agency owner, and CEO of Legacy Consultants—shares a heartbreaking story of his regret to make the point that selling life insurance is a lifesaving service. He believes agents owe it to their prospects to do everything in their power to convince them to buy the policy they need. Join us this week to hear about the Babe Ruth Bucket System, why it’s a brilliant branding move, and how you can use it to educate and convert your clients; discover a tremendously successful script for overcoming the single objection that puts an end to most sales; and find out why most insurance training is not working to produce successful, lifelong careers for agents. 💥 Let us help you get more referrals and repeat business! Visit the home of Stay Paid at to explore the world's best marketing, and download a of the gold standard in personally branded magazines. Connect | Resources · Facebook Group: · Find the Babe Ruth Bucket book series at · FREE e-book: You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 1:23 Bill’s business bio 1:57 A story of adversity 5:37 About the Babe Ruth Bucket brand 8:51 Babe Ruth as the source of inspiration 10:46 About the Exception to the Rule brand 14:31 Prepare and persevere 18:24 Always be creating opportunities 20:20 Why is existing training insufficient? 23:11 Golden Nugget: Activity inevitably leads to success 25:18 Overcoming “I want to think about it.” 28:17 Regret led to success 33:16 Action Item Want Josh and Luke to help you with your marketing? Visit Script // The Objection that Kills Most Deals
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Top Two Traits of Sales Professionals
03/08/2024
Top Two Traits of Sales Professionals
In today's episode Luke talks about the two most important traits that every sales professional needs! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.
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Guide to Hiring the Best (and Not Just the Best Available)
03/06/2024
Guide to Hiring the Best (and Not Just the Best Available)
This week’s guest is Mike Stromsoe, and he’s sharing his system for identifying genuine talent without getting snowed by those who simply interview well. Mike is the founder of Unstoppable Profit Producer, a program that helps entrepreneurs grow their businesses and create wealth—beginning with how to hire the right people. When you join us, you’ll hear the details of a five-step interview process that reveals what you need to hear versus what candidates think you want to hear, get an insightful tip about which team members should be involved in candidate interviews, and discover a strategy that can put you in a position to dominate an entire industry. 💥 Let us help you get more referrals and repeat business! Visit the home of Stay Paid at remindermedia.com to explore the world's best marketing, and download a of the gold standard in personally branded magazines. Connect | Resources · Website: · Email: · FREE printable: You can get more free resources, including e-books, additional printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 1:11 Mike’s business bio 1:45 Top priority when building an agency 3:42 Tactics to attract agents 7:16 Discover and feed your agents’ motivation 11:49 Interview process 16:51 Technical interview process 18:13 Sell the product and the agency 21:00 Two keys to marketing 23:00 Pursue a subniche 25:02 Invest in your own learning 25:57 The Fast Start Program 29:38 Action Item Want Josh and Luke to help you with your marketing? Visit www.remindermedia.com/StayPaidMarketing
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3 things I learned from the grand opening of the insurance syndicate
03/01/2024
3 things I learned from the grand opening of the insurance syndicate
In today's episode, Luke talks about the 3 major takeaways he had from the insurance syndicate grand opening. This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.
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Sell Less, Earn More: A Counterintuitive Annuity Sales Strategy
02/28/2024
Sell Less, Earn More: A Counterintuitive Annuity Sales Strategy
Tracy Lownsberry is a top 1% producer and the founder of “Annuity Giants”—the largest Facebook group for licensed professionals who sell annuities. Join us to discover his highly effective lead-gen strategy that flies in the face of what most annuity sales professionals are doing, the one thing every Facebook ad campaign must have to avoid losing precious leads, and a superior sales strategy that deliberately downplays attempts to sell. 💥 Let us help you get more referrals and repeat business! Visit the home of Stay Paid at remindermedia.com to explore the world's best marketing, and of the gold standard in personally branded magazine. Connect | Resources · by Carol S. Dweck · FREE lead magnet: You can get more free resources, including e-books, printables, and additional lead magnets to attract new leads, by visiting our . We are a participant in the Amazon Services LLC Associates Program, an advertising program designed to provide a means for ReminderMedia to earn a small fee by linking to Amazon.com and affiliated sites. 0:00 Introduction 1:02 Tracy’s business bio 1:53 Approach to Facebook ads 4:23 What’s working in ad content 5:59 Directing leads through your funnel 8:00 Average ad cost 9:21 Don’t sell. Educate. 13:55 Competence breeds confidence 15:13 Dialing advice 21:09 Foundational principles 24:00 About Annuity Giants 28:00 Take action 30:26 Action Item
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I lost 1.4 million in Recurring Revenue. How do you deal with that?
02/23/2024
I lost 1.4 million in Recurring Revenue. How do you deal with that?
In today's episode, Luke shares the story about his BIGGEST mistake that led to him losing 1.2 million dollars in recurring revenue! Want to know how he overcame it? Listen to the episode to find out! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.
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3 Keys to Becoming a Medicare Sales Millionaire
02/21/2024
3 Keys to Becoming a Medicare Sales Millionaire
Greg Birch, president of Delta Financial Life and this week’s Stay Paid guest, notes that selling Medicare is more like taking orders than pushing policies—making Medicare a very unique business. As Greg observes, even a mediocre agent could bring home $1M in residuals within 10 years. But if it’s so easy, then why do the majority of agents fail? Join us to hear about the superior alternative to buying leads that has a proven track record of success, the three activities that always lead to success, and the two simple goals an agent needs to achieve to get a signed contract. 💥 Visit the home of Stay Paid at , and let us help you get more referrals and repeat business. Connect | Resources · Instagram: · Facebook: · Website: · FREE e-book: You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 1:19 Greg Birch’s backstory 3:38 Transition to/appeal of Medicare sales 6:45 #1 lead-gen tactic for Medicare 8:17 Typical closing rate 9:10 Service and success 11:53 A rude awakening 15:54 The ROI of being disciplined 20:20 The value of a coach – Golden Nugget 22:42 About the Arete Syndicate 26:24 Action Item Want Josh and Luke to help you with your marketing? Visit
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The BIGGEST MISTAKE You're Making When It Comes to Referrals
02/16/2024
The BIGGEST MISTAKE You're Making When It Comes to Referrals
How do you create raving fans that refer and never leave? After having the privilege to interview the past Client Experience Officer for Disney, Luke shares the number one characteristic all major brands have in common when it comes to raving fans. If you want more referrals, you won't want to miss this episode. This episode was pre-recorded from Luke's weekly program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at .
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Seminar Success Tips That Generate Leads
02/14/2024
Seminar Success Tips That Generate Leads
Roy Snarr is a nationally recognized authority on long-term care insurance whose been named “Top of the Table” six times by the Million Dollar Round Table, the premier association for financial professionals. Roy shares how he started in insurance and what it took to build his $100M agency. Listening to his interview, it isn’t hard to imagine how his beginnings have influenced his attitude and work ethic—and why his advice to struggling agents strikes at the heart of one’s motivation. Roy also explains why he promotes seminars as one of the best ways to generate leads, how he gets prospects to fill the seats, and how agents can implement a similar strategy. Join us this week to hear the radical tactic Roy uses to keep himself committed to consistency and how agents can adopt a similar approach, find out the #1 reason that makes hosting seminars a highly effective lead-generating strategy, and learn an easy and highly effective way to host a seminar even if you’re not a confident public speaker. Visit the home of Stay Paid at to revel in the world’s best marketing. Connect | Resources · Website: · YouTube: · Training: · FREE e-book: 📕 · of our personally branded magazines; get more referrals and repeat business! You can get free more resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 1:13 Guest introduction 1:53 Roy’s backstory 3:48 What you need to succeed 6:42 Tactical tips to stay consistent 9:51 Find something that pushes you 14:08 The worry that holds us back 16:27 Seminars create credibility 18:40 Tactics to promote seminars 20:51 Recommended frequency 23:04 Recommended seminar topics 24:18 Conversion rates 25:19 Third-party coordination vs. DIY 27:10 Advice to novice speakers | partnerships 29:49 About Snarr Agent Academy 33:03 Action Item Want Josh and Luke to help you with your marketing? Visit
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3 Characteristics Successful People Have in Common
02/09/2024
3 Characteristics Successful People Have in Common
In this today's episode, Luke reveals the 3 things that all successful people have in common. Do you know what they are? Listen to this episode to find out! This episode was pre-recorded from Luke's weekly Monday Mindset program in the Insurance Syndicate Facebook Group. If you are in Insurance and would like more information on how to join this group, email us at podcast@remindermedia.com.
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How Master Recruiter Uses Untapped Tactic to Attract and Retain 3K Agents
02/07/2024
How Master Recruiter Uses Untapped Tactic to Attract and Retain 3K Agents
David Duford, owner of Duford Insurance Group, author, and YouTube influencer, is crushing the recruitment and lead-gen games with his video content—a still largely untapped tactic among insurance professionals. In this episode of Stay Paid, David shares his thoughts about changes to how final expense insurance is marketed, his experience with conversion rates, and how he addresses nonperformers. He also reveals his strategy for creating compelling content that engages audiences and attracts new agents. Join us to find out the two critical steps every content creator must take to attract and keep an audience, conversion-rate benchmarks that will tell you whether your lead spend is delivering results, and three ideas for video content you can easily create today to start building a social media brand. Be sure to check out the show notes at for a complete summary and additional insights from the episode. Connect | Resources YouTube: You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 1:13 Guest introduction: 1:37 Life as a YouTube influencer 2:12 Reasons to go all in on YouTube 3:56 Two big lessons in content marketing 5:30 FEI lead gen advice 6:55 Conversion rates 8:21 Working telesales leads 10:51 Prevalence of content marketing in FEI 12:04 Referrals vs. buying leads 13:03 Tactics for recruiting agents–Golden Nugget 14:12 Recruitment funnel 16:38 Tips to attract an audience 19:33 Be thoughtful with your content 21:27 Hire with intention 25:49 Action Item Want Josh and Luke to help you with your marketing? Visit
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The Do-or-Die Business Lesson of 2023
02/02/2024
The Do-or-Die Business Lesson of 2023
We’re a month into the new year, and we’ve taken stock of how ReminderMedia (the company behind Stay Paid) performed in 2023. The bottom line: we missed our revenue goals. But more importantly, we figured out why. In today’s Silver Dollar episode, we’re sharing the super valuable lesson we learned to stop you from making the same mistake that cost us millions of dollars in lost opportunity. Join us to find out the litmus test you must apply to your thinking before making any business decision, the indispensable business tool that will guide you toward wise choices and away from dangerous ones, and the single behavior that crushes any hope you have of achieving your goals and how to stop it. Be sure to check out the show notes at for a complete summary and additional insights from the episode. Connect | Resources FREE printable resources you can use to stay focused on the goals that matter: · : Includes planners for your day, week, and month · : A tool to help you track and measure your progress You can get more free resources, including e-books, additional printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 0:57 Look for patterns 2:24 Half-hearted commitment 3:22 The mistake we made 7:10 Be okay with saying no 8:21 Don’t deviate from your vision 9:38 Don’t settle for passive approval 12:01 Should you should angry 14:32 Action Item Want Josh and Luke to help you with your marketing? Visit
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The Secret to Building a LASTING Insurance Career
01/31/2024
The Secret to Building a LASTING Insurance Career
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 mindset required to succeed at the highest level and the need to stay ahead of the curve regarding industry developments and adapt your strategies accordingly. Join us to discover the practical implications of adopting the mindset of a business owner and how to avoid common pitfalls that hinder long-term growth, a no-nonsense approach to coping with those who don’t perform as expected as well as creating an environment where agents thrive and stay committed, and why continuous education is the best avenue to advancing your professional growth and distinguishing yourself from your competition. Be sure to check out the show notes at for a complete summary and additional insights from the episode. Connect | Resources · Connect with Edward on social media by searching: theedwardpritchett · YouTube podcast: You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 1:53 Introduction to real estate investing 3:53 Gratification from making a difference 5:27 Advice for starting an insurance career 8:39 Preparation leads to success 10:37 Need to learn the business 14:34 The key to longevity in insurance 17:08 Consequences of the downline model 17:08 Set expectations for new agents 21:19 Tactics to encourage continuous education 23:46 Parsing out your resources 29:02 Give value to get value; earn resources 30:57 Information and training for agents | Podcast 35:18 Action Item Want Josh and Luke to help you with your marketing? Visit www.remindermedia.com/StayPaidMarketing The Secret to Building a LASTING Insurance Career
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8 Tips for Creating a Lead-Converting Case Study
01/26/2024
8 Tips for Creating a Lead-Converting Case Study
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 expertise and inspires leads to do business with you, and valuable suggestions for provoking emotions while incorporating facts and including visuals that keep your audience engaged from beginning to end. Be sure to check out the show notes at for a complete summary and additional insights from the episode. Connect | Resources FREE e-book: You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 0:57 The goal of a case study 1:29 The goal of a case study 1:53 Tip #1: Select a compelling story 2:27 Examples of stories 4:23 Tip #2: Set the stage 4:52 Tip #3: Highlight your expertise 5:57 Tip #4: Quantify your results 6:21 Tip #5: Capture the emotional impact 6:58 Tip #6: Include visual enhancements 9:06 Tip #7: Make it concise and engaging 10:15 Tip #8: Include a CTA 11:41 Bonus tips 12:58 Action Item Want Josh and Luke to help you with your marketing? Visit 8 Tips for Creating a Lead-Converting Case Study
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A Deep Dive into the Mindset of Success
01/24/2024
A Deep Dive into the Mindset of Success
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 Grant to tell us what he thinks makes for a good producer along with the qualities he looks for when recruiting agents. It’s at this point that Grant shares his deeply held beliefs about personal accountability, striving for achievement, and why your mindset, environment, and success are inseparable. Join us for this inspiring conversation to discover the essential driving force agents need to avoid burnout, three skills you want in new agents that far outweigh experience, and the antidote to the attitude that holds people back from achieving their best. Be sure to check out the show notes at for a complete summary and additional insights from the episode. Connect | Resources FREE e-book: You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 1:32 Guest introduction 2:18 SLS’s lead generation strategy 6:39 Experience with targeted ads 9:51 Three qualities of productive agents 13:18 The growth of telesales 15:01 Metrics for sales dials 17:50 Managing human nature 19:51 Prevailing attitudes vs. extreme ownership 23:52 Like attracts like | The company you keep 26:04 Proximity to power | High-value activity 29:42 Living life intentionally | Be open to growth 32:56 A vision of freedom 35:06 Cost vs. worth 37:23 The motivating force of accountability 41:29 Learn to hate wasted time | Build momentum 43:46 Outwork to outshine 46:26 Live your best life 51:13 Action Item Want Josh and Luke to help you with your marketing? Visit A Deep Dive into the Mindset of Success
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How to Thrive in a Shifting Market | 4 Top-Notch Strategies
01/19/2024
How to Thrive in a Shifting Market | 4 Top-Notch Strategies
Every 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 learned from the 2008 real estate market, and our own experiences. Join us to find out the single strategic approach that needs to drive every decision, how to ensure you retain the confidence of your employees and customers, the smartest investments you can make to improve efficiency while cutting costs, and why focusing on the basics—and what that really means—is fundamental to securing your future. Be sure to check out the show notes at for a complete summary and additional insights from the episode. Connect | Resources FREE e-book: You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 1:41 All markets experience shifts 2:57 #1: Lead with revenue 5:23 #2: Communicate, communicate, communicate 7:25 #3: Leverage technology and automation 9:35 #4: Focus on selling your value proposition 12:07 Action Item Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/ How to Thrive in a Shifting Market | 4 Top-Notch Strategies
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Unconventional Tactics to Collect Warm Insurance Leads
01/17/2024
Unconventional Tactics to Collect Warm Insurance Leads
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 appointment he sets, you’ll understand what true confidence and persistence looks like. Join us to find out why the most attractive thing about a career in insurance is also often what causes agents to fail, learn about one of the greatest tactics we’ve ever heard—complete with a script and the key to delivering it well—that will guarantee you’ll leave every appointment with warm leads, and discover why a consistent presentation is required to build the confidence that closes deals. Be sure to check out the show notes at for a complete summary and additional details not included in the episode. Connect | Resources · Connect with Brian: 337-412-2082 · FREE e-book: “” You can get more free resources, including additional e-books, printables, and lead magnets to attract new leads, by visiting our . 0:00 Introduction 1:12 Brian’s backstory 1:36 Secret to 15 years of success 3:45 Recommendations for daily schedule 7:12 Referral strategy (script) – Golden Nugget 13:26 What stops agents from closing 16:08 Consistency, confidence, & competency 20:35 Advice to struggling agents 27:13 Action Item Want Josh and Luke to help you with your marketing? Visit Unconventional Tactics to Collect Warm Insurance Leads
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