In this episode, I interview Jason Wenk, founder of Retirement Wealth Advisors. Jason is all about making a HUGE impact, and in order to do so, he fiercely protects his time so he can focus those activities that produce the highest level of contribution. In this insightful interview, Jason reveals how he has been able to live in his beach house in Laguna Beach, CA while successfully running his RIA firm. We talk about how to design a business that enables you to live your life on your terms. Jason also reveals his daily morning rituals and how he’s been able to develop and maintain an unshakable positive mental mindset throughout the day in order to produce mind blowing results and get more done than you ever thought was possible. You’ll also discover where you should start with Internet Marketing, if you’re just getting started and what Jason would do differently today if he had to start over.
In this episode, I interview an “underground” 100% virtual annuity advisor to learn the sales techniques that he used to close $7MM over the phone. What’s interesting about this advisor, is that he’s made MILLIONS of dollars in commissions before he turned 34, and has never hosted a dinner seminar or meets with clients in person. I can almost guarantee that you’ve never heard of him before (he’s super low profile and likes to keep it that way) and quite frankly, I can assure you that you’ll be shocked and impressed by how simple, but powerful, his persuasion strategies are in closing large annuity sales.
While drinking Pacifico beers at a beach resort in Baja, Mexico, Jeff and a co-worker dreamed of building a successful “location independent” agency. Fast forward to today, where Jeff’s internet life insurance agency has brought in over 20,000 leads in 2015 alone.
Jeff Root is the founder of SellTermLife.com and the host of the Modern Life Insurance Selling Podcast that teaches thousands of insurance agents how to sell online, over the phone and anywhere with an Internet connection.
Jeff started out with ZERO knowledge of online marketing and built his entire agency himself. Jeff walks you through his systematic approach to sales and marketing that have allowed him to place over 3,000 life insurance policies over the phone.
Ep: 1 - Jeff Rose founder of GoodFinancialCents.com reveals how he built a list of over 26,000 loyal subscribers and makes over $350,000 in affiliate income from his website, which is in addition to the revenue generated from fees and commissions from his practice Alliance Wealth Management. Jeff walks us through the biggest mistakes he made, the tools he uses and how you can use blogging to position yourself to become the sought-after authority in your marketplace.