We've all heard that success is a journey, not a destination. But what kind of a journey is it?

Well, one thing I do know is that your journey will look vastly different than mine. But there are a few steps–habits rather–that most successful people take along their journey to get where they want to be in life.

I'm just finishing a book that opened up my eyes to a few principles of success that I wanted to share with you. When broken into a few basic steps, the journey to success becomes very simple. Certainly not easy, but simple. 

I hope you enjoy learning this as much as I did.

If you like this, you may enjoy my book.

To protect your family, contact us.

To change your life, become an agent for life.

A lead is an opportunity for an appointment. An appointment is simply an opportunity to help someone and potentially be paid for it.

Mortgage protection is simply a way to talk to people. A very effective way. It's up to you to find where the opportunity might be. If you go into your appointments, armed with the right set of eyes, and knowing what to look for, you can increase your chances of helping someone.

We have so many different products and ways to help people and sometimes we get narrow-minded, just looking for a mortgage protection sale, blind to the real opportunity at hand.

How would you like to do the same amount of effort and make 10%, 20% or 50% more than you are now?

Listen in and you just might.

If you like this, you may enjoy my book.

To protect your family, contact us.

To change your life, become an agent for life.

Earlier this week, I sat through a presentation...as a consumer. 

Bottom line, it was a great experience. Not because the salesman was so masterful. It was great because it taught me exactly what NOT to do or say. It was good to be reminded of what it's like when someone else tries to sell you something. Especially since I'm usually the one doing the selling. In fact, if I ran my appointments this way, I have no doubt I would have failed out of the industry years ago. 

We should be as eager to learn what NOT to do as we are what we should be doing. 

Here's a recap of our meeting and the key takeaways- so you don't make the same mistakes. :)

If you like this, you may enjoy my book.

To protect your family, contact us.

To change your life, become an agent for life.

Doing something new and challenging is not always an easy thing. That's why most of us shy away from embracing change- we love our comfort zones...where life is familiar and predictable.

But there's no growth.

In my time as an agent, I've met with thousands of clients and hundreds of agents. And I haven't met a single one who does NOT have a gorgeous excuse he could hide behind. But why? What good would that do?

Let's dive into excuses and see the real "man behind the curtain..."

If you like this, you may enjoy my book.

To protect your family, contact us.

To change your life, become an agent for life.

Sometimes it's hard to know what to recommend and in what situation. There's term, whole, IULs, universal...and now Retire Your Debt, which combines the debt snowball with the infinite banking concept.

This podcast should provide some clarity. Here's a breakdown of how each works, and when I like to recommend that particular product. Of course, every rule has an exception, but generally speaking, it's helpful to know the guidelines.

I hope this helps you protect more families!

If you like this, you may enjoy my book.

To protect your family, contact us.

To change your life, become an agent for life.

I was inspired this week by a little video put out by one of my favorite inspirational speakers: Steve Harvey. 

This week's podcast is a little bit of some lessons in the field, as well as my take on the whole JUMP thing. Maybe it's just the nudge you were needing. I know several years ago I was the one who needed just the nudge.

If you like this, you may enjoy my book.

To protect your family, contact us.

To change your life, become an agent for life.

I've hired and trained quite a few new agents and there are a handful of consistent mistakes I see new agents make. In this podcast, I break down the top five mistakes you'll want to avoid. If you do, you will significantly increase your odds of being successful in the life insurance industry.

Being an independent business owner agent can be hard enough even with momentum, experience, and solid lead flow on your side. We don't want to make it even more difficult, especially starting out. 

If you're a new agent, take this advice to heart. If you've been in the field a while, this might serve as a reminder and help you get back to the basics of what it takes to succeed in a big way here.

If you like this, you may enjoy my book.

To protect your family, contact us.

To change your life, become an agent for life.

Like it or not, our lives are run by routine. We gravitate to them because they're familiar and safe, two things our brains crave.

You may have created one intentionally or not, but make no mistake, we're all "creatures of habit." On this podcast, I stress the benefits of what a great routine can do for you and why they're so important.

I also walk you through my own personal daily routine.

Listen in...

If you like this, you may enjoy my book.

To protect your family, contact us.

To change your life, become an agent for life.

If you're newer, chances are you haven't done business yet with Columbian Financial Group (CFG), one of our top carriers. The reason why is that CFG requires an application first before they start contracting.

Well, I took some time this week to get to the bottom of how exactly one goes about getting that first application in. It's a bit complicated, but I break it down here.

If you haven't written CFG yet, this is how you get started with them. They're a GREAT carrier to have in your back pocket, so keep them in mind for your next appointment.

Listen in...

If you like this, you may enjoy my book.

To protect your family, contact us.

To change your life, become an agent for life.

When you boil it all down to the most simple elements, your business as a life insurance agent comes down to one of five things. Call them hurdles, problems or elements you need to master in order to be successful. But I can't think of any way someone could NOT be successful who has mastered these five things.

Listen in...

If you like this, you may enjoy my book.

To protect your family, contact us.

To change your life, become an agent for life.