SIV #085: Curtis Ray – Everyone Ends Up Poor – Why Financial Planning Is All Backwards And How To Fix It SIV #085: Curtis Ray – Everyone Ends Up Poor – Why Financial Planning Is All Backwards And How To Fix It

0:55:51

SIV #085 | 8/13/2019

Curtis Ray

Everyone Ends Up Poor

Curtis Ray has astounded and frustrated some of the most successful financial advisors at some of the largest financial firms in the country. He came on to show us why they aren't very happy with him. Click Here For Shownotes

All Other Episodes

SIV #092 Adam Michaels – The Gig Economy For Insurance AgentsSIV #092 Adam Michaels – The Gig Economy For Insurance Agents

1:04:47

SIV #092 | 2/14/2020

Adam Michaels

The Gig Economy For Insurance Agents

Adam Michaels is one of the sharpest guys in the industry. So if he stops by to talk about the Gig Economy and how Insurance Agents are going to fit, you might want to listen (and take some notes.)

1:04:47
SIV #091: Kaitlyn Herwig – Telehealth vs TelemedicineSIV #091: Kaitlyn Herwig – Telehealth vs Telemedicine

33:18

SIV #091 | 1/29/2020

Kaitlyn Herwig

Telehealth vs Telemedicine

Kaitlyn talks about the trends in telehealth vs telemedicine, and why most telemedicine programs sponsored by health plans struggle to get above 5% annual utilization.  AllyHealth, the company she works for, averages 50-80%

33:18
SIV #087: Mark and Anne Lackey – Free Your TimeSIV #087: Mark and Anne Lackey – Free Your Time

47:19

SIV #087 | 10/4/2019

Mark and Anne Lackey

Virtually Free

How much time are you spending on non-revenue generating activities? What if you could focus 80% or more of your week actually making money? Mark and Anne show us how.

47:19
SIV #089: Anthony Iannarino – Eat Their LunchSIV #089: Anthony Iannarino – Eat Their Lunch

01:03

SIV #089 | 9/18/2019

Anthony Iannarino

Eat Their Lunch

To displace competitors, or win your dream client, Anthony Iannarino believes you must "enter from the right." Anthony's latest book Eat Their Lunch. is excellent. He stops by to unpack it! Click Here For Shownotes

01:03
SIV #088: Matt Ward – Futurist – Will AI displace agents and advisorsSIV #088: Matt Ward – Futurist – Will AI displace agents and advisors

0:45:29

SIV #088 | 9/3/2019

Matt Ward

Will AI displace agents and advisors?

Matt Ward is a serial entrepreneur, venture capitalist, and futurist. He believes that there are very few careers that are safe from automation and artificial intelligence. Will it impact you? Listen to find out.

0:45:29
SIV #086: Sylvia Gordon – Why Senior Markets and Medicare Supplements are neededSIV #086: Sylvia Gordon – Why Senior Markets and Medicare Supplements are needed

0:37:35

SIV #086 | 8/20/2019

Sylvia Gordon

Medicare Supplements Are Critical

I'm not sure why I have never explored selling Medicare Supplements. Sylvia Gordon explains how senior products can really help your clients, and oh yeah, it's very profitable.

0:37:35
SIV #084: Cliff Ravenscraft – Free The DreamSIV #084: Cliff Ravenscraft – Free The Dream

01:25:42

SIV #084 | 8/6/2019

Cliff Ravenscraft

Free The Dream

Cliff Ravenscraft taught me (and hundreds of others) how to podcast. He is now on a mission to teach thousands of  people how to "Free The Dream." If you think your life was meant for more, you are in the right place! Click Here For Shownotes

01:25:42
SIV #083: Jason BaySIV #083: Jason Bay

0:43:31

SIV #083 | 7/30/2019

Jason Bay

Blissful Prospecting

Blissfull is not the first word that I would ever use to describe prospecting. Jason Bay tells us how to leverage the incredible resources we have at our disposal to avoid cold call Hell.

0:43:31
SIV #082: Matt Halloran – Marketing for Agents and AdvisorsSIV #082: Matt Halloran – Marketing for Agents and Advisors

00:31:53

SIV #082 | 7/23/2019

Matt Halloran

Marketing Your Agency

Matt Halloran believes that everything we used to know about communication has changed. To market effectively today, you must be in your prospect’s/customer’s social media feed, when they are.

00:31:53
SIV #081: Aaron Walker – View From The TopSIV #081: Aaron Walker – View From The Top

1:05:17

SIV #081 | 7/16/2019

Aaron Walker

View From The Top

Aaron Walker started building his empire when he was 18. He sold his business to a Fortune 500 company at 27 and retired. It didn't stick. He retired again at 50. It didn't stick either. He now focuses on significance over success. Learn why!

1:05:17
SIV #BNS – Leo QuinnSIV #BNS – Leo Quinn

0:27:09

SIV #BNS | 7/15/2019

Leo Quinn

The Summer of 1,000 Noes

Leo Quinn is on a quest to receive 1,000 noes this summer. Why on earth would he do that? Two reasons: 1) He understands this will lead to more yeses. 2) He loves former SIV guest Andrea Waltz's book: Go For No

0:27:09
SIV #080: Leaving A Legacy Through RecruitingSIV #080: Leaving A Legacy Through Recruiting

00:31:56

SIV #080 | 7/9/2019

Tim Martin

Leaving A Legacy Through Recruiting

Tim Martin joins the Top Advisor Marketing Podcast to talk with host Matt Halloran about why it is imperative to recruit new agents and advisors to grow your business. More importantly, it’s the right thing to do.

00:31:56