Podcast Episodes
Back to Search010: Dramatically increase your target premium using Premium Financing - Michael Moore
In this episode we interviewed Michael Moore, Owner of CDP Insurance Services.
Episode Sponsor:
More Clients More Fun is a lead generation and content marketing agency, focused on helping financial adv…
Published on 6 years, 1 month ago
009: Successfully Marketing & Selling Whole Life Insurance Using LinkedIn - Gina Wells
In this episode we interviewed Gina C. Wells, Owner of Advanced Capital Group.
Episode Sponsor:
More Clients More Fun is a lead generation and content marketing agency, focused on helping financial adv…
Published on 6 years, 2 months ago
008: Using Digital Marketing Tools To Attract & Convert Affluent Clients - Jason Mericle
In this episode we interviewed Jason Mericle, Founder of https://restrictedproperty.com/. Jason shares with us his story of how is using digital marketing tools to be able to attract an inbound flow …
Published on 6 years, 2 months ago
007: Building a $59 Million Dollar Financial Services Firm In Just 8 Years - Nancy Brunetti
Episode 7
In this episode we interviewed Nancy Brunetti, CEO of Ocean Crest Financial. Nancy shares with us her story of building a $59 million dollar financial services firm (from scratch!) in just 8 years.
An…
Published on 6 years, 2 months ago
006: From Undercover Cop to Working With Billionaires - Buck Adams
In this episode, we speak to Buck Adams. A former undercover cop, and now a senior executive at a leading multinational financial services firm that works with more than half of the billionaires in t…
Published on 6 years, 3 months ago
005: More Than Just The Commission Club For Top Independent Life Insurance Producers - Mike Bell
In this episode, we speak to Mike Bell, Executive Vice President of First Financial Resources (FFR) and former head of Pacific Life.
Mike discusses what it takes to be a top level producer and how FFR…
Published on 6 years, 4 months ago
004: $1.5 Million Of Target Premium Generated With Attorneys Using LinkedIn - Mark Larivee
In this episode we interviewed Mark Larivee, Managing Partner & Founder Attorney Tax Savings LLC. Mark discusses how he is using LinkedIn to attract high-income attorneys and law firms nationwide.
In …
Published on 6 years, 4 months ago
003: SMART Retirement & Creating Over $1 Billion Dollars of Revenue - Matt Zagula
In this episode, we speak to Matt Zagula, FORBES Best Selling author of SMART Retirement. (Strategic Movement Around Retirement Taxation)
Matt helped create over $1 BILLION DOLLARS of revenue as a coa…
Published on 6 years, 4 months ago
002: Helping Elite CPAs Retain and Attract High-Net-Worth Clients - Alex Sonkin
In this episode we interviewed Alex Sonkin, CEO and Founder of Virtual Family Office (VFO) Hub. Alex shares his story of how he helps Elite CPAs and Family Offices retain and attract high-net-worth c…
Published on 6 years, 4 months ago
001: Going from $200,000 to $2.5 million in target premium using LinkedIn - Shane Walls
In this episode we interviewed Shane Walls, CEO of Advisor Bridge Asset Management. Shane shares with us his story of going from $200,000 to $2.5 Million of target premium (in less than 2 years) usin…
Published on 6 years, 4 months ago