Going into the new year knowing your WHY can be a make or break for your business. What you do is not just a job but an opportunity to change someone’s life. Is it time to change your perspective on what you get to do? In this episode, Chad shares his "why" and how looking out for the best interest of your clients will always result in success.

Starting the new year out on the right foot is crucial to building momentum, but resolutions without actions are just dreams. In this episode, Chad talks about how to kickstart the new year by establishing a system and process that allows you to be consistent throughout the year.

When you remain diligent and intentional, you would be surprised at what you can accomplish. Chad says, "seconds count" and "time is a currency you can only spend once." In this episode, Chad tackles his typical work week and what he does to maximize every second while making time for family and vacation.

The overall goal of fact-finding with your clients is to narrow down what they need and provide a solution to their pain. Often, Fact-Finding will single-handedly increase an agent's case size as well. In this episode, Chad shares his fact-finding process and the mindset he has in every appointment.

Increasing your case size and closing ratio sounds good but are you willing to do what no one else will do to get where you want to be? Chad will tell you that's what makes the difference. In this episode, learn how chad's case size is 3x more than the national average and what you can do to start growing your average case size now.

With the holiday season comes the reasons why clients want to wait to meet with you, right? In this episode, Chad shares how he handles objections during the holidays and how it allows him to have record months at the end of the year.

Being confident and thorough in the appointment is key to establishing yourself as the expert and handling objections before they ever arise. In this episode, Chad shares his soft closing techniques and how it is not about a commission check but rather providing a solution to the client's problem.

One adjustment in your process can change the entire trajectory of your business, and it can be as easy as reviewing the basics. In this episode, Chad goes back to the basics by uncovering simple but effective ways of keeping your business booming at the end of the year.

Explaining the difference between risk and safe money to clients can be a bit overwhelming, but it doesn't have to be. The overall goal of this process is to simplify, explain clearly, and provide peace of mind. In this episode, Chad dives into the topic of risk and safe money and shares the approach agents should have when explaining the two options to clients.

Are the last two months of the year actually slow months for agents? Or is it all just a mindset? November and December could more important than you think. In this episode, Chad shares how December is his strongest month and why most clients want to protect their retirement going into the new year.