This week's episode features Phil Graham. Phil's been in the financial services and insurance businesses for more than 20 years and during that time has created $22 BILLION in insurance and annuity sales and investments. Today, he's a CEO and the creator of the Beneficiary Liquidity Plan™. Phil shares how he built his book of business, how he coaches salespeople reluctant to make calls, and his best piece of advice for new advisors. You can get more in-depth information and added details not included in the episode from our show notes. Visit www.staypaidpodcast.com.

Connect | Resources

Phil Graham, CEO and Creator of The Beneficiary Liquidity Plan™, on LinkedIn

The Beneficiary Liquidity Plan™ on LinkedIn

The Alternative Group (ALTGRP) website - www.thealtgrp.com/

0:00 Introduction

1:18 Phil's business bio

3:05 An early lesson about telling stories

5:29 How did you build your book of business?

9:16 What was your prospecting method?

11:17 Why do you think people avoid the phone?

16:12 The importance and pay-off of persistence

20:19 What do financial advisors need to do to be successful?

24:42 Tell us about the Beneficiary Liquidity Plan™

29:36 Advice Phil would give to the younger Phil

32:10 Action Item