In this episode of 'The 8 Figure Agent,' hosts Jared Larsen and Matt Walker dive into strategies for developing deeper connections with clients in the financial services industry. Matt shares insights from his experience, emphasizing the importance of understanding your business model, setting and meeting expectations, and leveraging technology to enhance client relationships. Highlighting unique approaches, including specialized client events and the impactful use of technology like CRM systems to keep clients informed and engaged, the episode explores how trust, proactive communication, and personal connection can lead to business growth and high client referral rates. The conversation also covers handling difficult conversations, proactively managing client relationships, and the pivotal role that technology plays in today's client-agent interaction.

00:00 Introduction
03:58 Matt's Approach: Building Confidence and Trust
06:27 Creative Client Engagement: Events and Personal Touches
11:08 Back to Basics: Building Trust and Relationships
26:52 The Power of Proactive Communication and Technology in Client Relationships

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Recorded & Produced by: SB Studios

In this episode of the 8 Figure Agent Podcast, host Jared Larsen introduces listeners to Matt Walker. The podcast aims to motivate professionals in the finance industry to achieve remarkable success. Today's session offers a personal look into Matt's life from his idyllic childhood, influenced by a culture of love and success on the soccer field, to becoming a pillar in the financial sector. Jared and Matt discuss the impact of mentors, the power of a community-driven approach to success, and the importance of envisioning and reverse-engineering your goals. Matt shares insights into his personal life, including his unique entry into college on a pottery scholarship and meeting his wife under extraordinary circumstances. He also addresses overcoming challenges, the significance of moving with optimism and hope, and the importance of the financial services industry in making meaningful impacts on people's lives. This episode not only explores Matt's journey and philosophies but also aims to inspire listeners to pursue happiness, success, and fulfillment in their professional and personal lives.

00:00 Welcome to the 8 Figure Agent Podcast
01:29 Matt's Childhood and Influential Figures
03:10 The Power of Teamwork and Winning Together
06:58 From College to Family Life: Matt's Journey
10:56 Overcoming Challenges and Building Success
15:36 Vision, Optimism, and the Path to Success
18:59 Facing Fears and Moving Forward with Faith
23:07 Final Thoughts: Happiness and Enthusiasm in the Industry

Thanks for listening! 

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Recorded & Produced by: SB Studios

Thanks for listening! Follow and subscribe where ever you get your podcasts!

Recorded & Produced by: SB Studios

In this episode of the 8 Figure Agent podcast, hosts Jared Larsen and Matt Walker, CEO of Swivel, are joined by special guest John Parkes, the Chief Marketing Officer of ClickFunnels. They delve into John's personal journey, including his early life challenges and how they paved the path for his entrepreneurial spirit. John shares his proven strategies for driving web traffic, mastering both paid and organic advertising, and the importance of persistence and adaptability in achieving marketing success. The discussion also covers practical tips for financial advisors on targeted advertising on platforms like Meta (formerly Facebook), leveraging social media, and finding one's niche in the financial services industry. The episode is packed with actionable advice for professionals looking to climb to new heights in their careers by harnessing the power of digital marketing and lead generation.

00:00 Welcome to the Eight Figure Agent Podcast!
00:39 Introducing John Parkes
03:59 Unlocking Motivation: John's Secret to Success
17:45 Faith, Family, Entrepreneurship: John's Core Values
20:59 Financial Stability and Taking Calculated Risks
24:16 Diving Into Financial Services: Lead Generation Insights
32:41 The Power of Niching Down in Marketing
39:46 Choosing the Right Social Media Channels for Your Brand
40:33 The Ultimate Guide to Content Creation and Engagement
46:43 Connecting with ClickFunnels and John Parkes

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Recorded & Produced by: SB Studios

In this episode of The 8 Figure Agent Podcast, hosts Jared Larsen and Matt Walker discuss the concept of 'the line of acceptability' and its importance in setting and achieving standards in the financial sector. They cover how having clear standards can prevent being led astray, the significance of knowing what to say no to, and how defining standards can drastically improve business success. The podcast includes discussions on personal and organizational standards, the importance of establishing a clear line of acceptability, above and below the line performance, and how to manage and overcome periods of operating below established standards. The hosts emphasize the power of accountability and the role of standards in achieving remarkable success, sharing personal experiences and offering actionable advice for finance professionals to identify, establish, and live up to their standards.

00:00 Welcome to the Eight Figure Agent Podcast!
00:38 Diving Deep into Standards and the Line of Acceptability
06:40 The Impact of Standards on Decision Making and Success
15:25 Leadership and Standards: Guiding Your Team to Success
21:16 Accountability and Success: A Two-Way Street
25:49 Lessons from Coaching: Standards, Accountability, and Success
29:49 Final Thoughts and Tips on Standards and Accountability

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Recorded & Produced by: SB Studios

Thanks for listening! Follow and subscribe where ever you get your podcasts!

Recorded & Produced by: SB Studios

In this episode of 'The 8 Figure Agent', hosts Jared Larson and Matt Walker interview special guest Don Morris, an accomplished businessman and serial entrepreneur known for creating opportunities out of challenges. Don starts by sharing his journey from early  humble beginnings to achieving grand success. This episode delves into the importance of being fearless, taking risks and embracing failure as a part of the journey towards success. Don also emphasizes the significance of having a supportive partner and understanding the value of life insurance. He shares the insights he gained from his military background, the importance of readiness and the ability to adapt to change. The episode wraps up with Don advising listeners to take the plunge and start trying new things by stepping into the 'deep end' of experiences. We hope you enjoy this episode!


01:21 Don's Early Life and Challenges
05:15 Turning Point and Life Goals
06:52 Early Career Struggles
08:31 Venturing into Insurance and Worksite Marketing
09:35 Building a Business and Overcoming Obstacles
18:10 The Impact from our Childhood
23:35 Adopting Business Practices and Expectations
25:34 The Importance of Authenticity
26:28 The Role of Supportive Family in Entrepreneurship
27:47 The Power of Partnerships and Risk Tolerance
29:06 Overcoming Business Challenges and Embracing Opportunities
30:45 Innovation and Business Growth
34:35 The Impact of Mindset on Business Success
37:10 The Value of Failure in Entrepreneurship
39:01 Final Thoughts and Advice for Entrepreneurs

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Recorded & Produced by: SB Studios

In this episode of the 8 Figure Agent Podcast, hosts Jared Larsen and Matt Walker explore different career paths in the financial sector — specifically examining roles as an employee, a practitioner, and a business owner. They delve into the strengths, challenges, and benefits associated with each role, discussing how to navigate transitions between them, and giving advice on aligning career choices with personal goals, mission, and vision. Relevant to industry newcomers and veterans alike, this discussion serves as a thought-provoking guide to career progression in the financial sphere. Tune in and unlock your untapped career potential!

00:00 Introduction
02:15 The Role of an Employee in the Financial Sector
11:01 Transitioning from Employee to Practitioner
17:48 Skills Needed to be a Successful Practitioner
23:01 Transitioning from Practitioner to Business Owner
29:00 The Difference Between Practitioners and Business Owners
36:41 The Importance of Having a Business Plan
47:10 The Role of Money in Choosing a Career Path
50:31 Conclusion: Finding the Right Fit

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Recorded & Produced by: SB Studios

Hosts Jared Larsen and Matt Walker interview an expert in the Medicare and Senior Products area, Brandon Hardy. Brandon shares his experiences venturing into the Medicare space during its infancy stage, the challenges he faced and how he steered his company to success by focusing on creating personalized customer experiences. The discussion delves into the intricacies of lead generation, training agents, handling customer objections, and successfully selling a business. Brandon also shares valuable advice for other agents in the industry, emphasizing the importance of treating every individual with respect and care.

00:00 Introduction
01:22 Brandon's Journey into the Medicare Space
08:44 Transitioning to Ownership and Scaling the Business
16:11 Recruiting and Managing Agents in the Medicare Space
30:19 The Importance of Controlling Lead Generation
43:02 The Art of Selling a Business
45:12 Final Thoughts and Advice for Agents
46:34 Closing Remarks and Podcast Outro

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Recorded & Produced by: SB Studios

Welcome to Episode 01 of The 8 Figure Agent Podcast! Join your hosts Jared Larson and Matt Walker today as they are here to share the importance of having a clear mission and vision in your business. They share personal stories and experiences showing how these elements can provide guidance, inspire growth, help you start your business and build resilience. Throughout the episode they provide useful tips for crafting a solid mission and vision, and explain how these tools can help align business activities and guide decision-making. Whether you are a business owner, new entreprenuer, practitioner, sales rep or an employee, this episode provides strategies to help you achieve your next level of success not only in business but in life.


00:00 Introduction and the Importance of Mission and Vision
00:41 The Journey Begins: From Boise to Success
02:55 The Power of Mission and Vision in Business
06:37 The Role of Mission and Vision in Decision Making
10:05 The Impact of Mission and Vision on Business Growth
10:09 The Baker's Story: A Lesson in Mission and Vision
13:22 From Selling Insurance to Making People Smile
15:52 The Power of Saying 'No': The Role of Mission and Vision
21:34 Jareds Mission: Empowering Others to Step into Their Light
23:56 The Power of Mission One
24:27 The Journey of Self-Discovery
25:23 What is a personal Mission and Vision in Business
27:49 The Power of Purpose
29:20 Finding Clarity in Your Mission
38:17 The Importance of Vision in Business & Life
39:11 The Big Vision
46:31 Laying the First Brick: The Start of Your Journey
48:30 Closing Thoughts 

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Recorded & Produced by: SB Studios

Hey everyone, and welcome to "The 8 Figure Agent Podcast"!

My name is Jared Larsen, and I’m joined by my co-host Matt Walker, CEO of Swivel, the world's most flexible financial services CRM. 

As the show name might suggest, we will be speaking with 8-figure agents, aspiring 8-figure agents, influential figures, thought leaders, and successful entrepreneurs in the financial industry who have already achieved financial success. 

It’s going to be REALLY cool to explore different topics like wealth-building, investment strategies, leadership, self-development, and so much more. 

Our main mission with this podcast is to build a community, more than anything. A community where we can empower each other to achieve remarkable success in the financial sector. And, we don’t think you necessarily have to be a professional. We think there will be some great topics here for beginners too. 

So, join Matt and me every week as we delve deep into insights and strategies and inspiring stories that will motivate you to reach new heights in your own career and unlock your full potential. 

Thanks for listening! Follow and subscribe where ever you get your podcasts!

Recorded & Produced by: SB Studios