The 8-Figure Agent

Join our Community Today: https://bit.ly/3wq67GAJoin Jared Larsen and Matt Walker in this episode of the 8 Figure Agent Podcast as they delve into the challenging yet crucial topic of accountability. They discuss how accountability acts as the glue that binds goals to results and share insights on its role in achieving personal and professional success. The episode covers strategies to enhance self-discipline, the importance of choosing the right accountability partners, and practical tips for holding yourself and your staff accountable. Learn how humility, honesty, and a structured approach can lead to remarkable outcomes in your career. Don’t miss their actionable advice, real-life examples, and their call to build a community dedicated to growth and success in the financial sector.00:00 Welcome to the 8 Figure Agent Podcast00:31 Introducing Accountability: The Glue Between Goals and Results07:15 Techniques for Maintaining Accountability18:13 Holding Staff Accountable: Best Practices22:41 The Accountability Crux: Victim or Victor?28:14 Closing Thoughts and Call to ActionFollow us on Instagram: https://www.instagram.com/swivelcrm/#8figureagent #mindsetmattersMusic From Soundstripe Inc. : 3DG4ZOFVGDSXIGQA0CZA4HSSM9UXYOWPRecorded and Produced by SB StudiosThanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios

Join hosts Jared Larsen and Matt Walker on the 8 Figure Agent Podcast as they have an insightful conversation with Jed Morley, CEO of Backstory Branding. Discover how Jed's expertise has transformed financial services companies, like Swivel, by clarifying their purpose, and refining their messaging to resonate with customers. Learn about the crucial role of branding, empathy, and iterative processes in achieving remarkable business success. Whether you're an advisor or entrepreneur, this episode provides valuable insights on how to elevate your brand and connect with your ideal customers.00:00 Welcome to the 8 Figure Agent Podcast00:30 Introducing Special Guest: Jed Morley00:58 Jed Morley's Background and Career Journey02:44 The Importance of Branding and Nike's Influence06:48 The Birth of Swivel: A Branding Journey11:09 The Role of a Coach in Business Success13:41 Message Market Fit vs. Product Market Fit17:46 The Power of a Great Brand Name22:34 Advice for Financial Advisors on Branding22:48 Case Study: Rebranding a Financial Advisory Firm27:22 Identifying Ideal Customers and Brand Messaging31:26 The Importance of Pruning and Innovation37:48 The Branding Process Explained41:56 Final Thoughts and Contact InformationThanks 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, dive deep into the critical distinctions between marketing and sales within the financial services industry. They explore the misconceptions around these terms and outline how understanding the differences can lead to remarkable success. The discussion covers building compelling marketing messages, aligning them with sales strategies, and how AI and evolving technologies are changing the landscape. Packed with real-world examples and expert insights, this episode is a must-listen for anyone looking to elevate their career in the financial sector. 00:00 Welcome to the 8 Figure Agent Podcast 03:55 The Role of a Marketer in Financial Services08:34 The Evolution of Marketing with Technology 13:46 Aligning Marketing and Sales for Success 23:19 Intentional Selling: Building Trust and Closing Deals 28:19 Conclusion and Next StepsThanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios

Join hosts Jared Larsen and Matt Walker on the 8 Figure Agent Podcast as they delve into the powerful tool of gap analysis. In this episode, they explain how to identify gaps in business, reverse engineer success, and create a roadmap for achieving your goals. Using personal and professional examples, they highlight the importance of clear goals, honest assessments, actionable steps, and the role of accountability in driving business success. This insightful discussion is a must-listen for anyone in the financial services industry looking to elevate their career. 00:00 Welcome to the 8 Figure Agent Podcast 01:23 Understanding the Gap Analysis Tool 05:19 Applying Gap Analysis in Business 09:14 Building a Successful Business Strategy 14:16 Taking Action and Accountability 23:00 Encouraging Creativity and CompetitionJoin our Community Today: https://bit.ly/3wq67GAFollow us on Instagram: https://www.instagram.com/swivelcrm/#8figureagent #mindsetmattersMusic From Soundstripe Inc. : 3DG4ZOFVGDSXIGQA0CZA4HSSM9UXYOWPRecorded and Produced by SB StudiosThanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios

In this powerful episode of the 8 Figure Agent Podcast, hosts Jared Larsen and Matt Walker welcome guest Levi Gurno. Levi shares his inspiring journey from struggling with self-doubt and adversity to becoming an accomplished motivational speaker, father, husband, and entrepreneur. Discover how Levi's commitment to completing an Ironman triathlon transformed his life, teaching him valuable lessons about perseverance, faith, and doing hard things. Tune in to learn about the importance of taking ownership, surrounding yourself with the right people, and embracing the process of personal growth and change.00:00 Introduction03:26 Levi's Early Life and Struggles09:54 The Turning Point: Committing to Change12:37 The Ironman Challenge: A Path to Transformation27:13 A Life-Changing Decision33:15 Race Day Preparations40:38 Shifting Your Mindset50:46 Final Thoughts and Contact InformationJoin our Community Today: https://bit.ly/3wq67GAFollow us on Instagram: https://www.instagram.com/swivelcrm/#8figureagent #mindsetmattersRecorded and Produced by SB StudiosThanks 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, delve deep into the importance of mindset in achieving success. Through personal stories and insightful discussions, they explore various types of mindsets, such as optimism, scarcity, fixed, and growth. Highlighting the significance of resilience and the ability to overcome challenges, Jared shares a touching story about teaching his son a strong mindset from a young age. The conversation also touches on how to handle criticism constructively, the value of hope, and the impact of positive thinking in both personal and professional life. Tune in to discover how to develop a mindset that propels you toward remarkable success and empowers you to help others along the way.00:00 Welcome to the 8 Figure Agent Podcast01:53 Teaching Growth Mindset to Children10:02 Embracing Discomfort for Growth15:44 The Importance of Perspective and Attitude23:19 Overcoming Setbacks with Resilience30:49 Mindset and Overcoming Setbacks38:54 The Role of Criticism in Growth49:46 ConclusionThanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios

Join hosts Jared Larsen and Matt Walker on the 8 Figure Agent Podcast as they dive into a captivating conversation with the impressive Karson Woodmansee, President and CEO of GalvaCare. Listen to Karson's unique journey from being a young Eagle Scout to pioneering innovative strategies in the Medicare space. Discover his methodical approach to overcoming personal challenges, understanding customer needs, and creating successful business models. This episode is packed with invaluable insights on achieving remarkable success in the financial sector and beyond. 00:00 Welcome to the 8 Figure Agent Podcast00:38 Introducing Special Guest: Karson Woodmansee04:04 Karson's Early Achievements: Eagle Scout and Black Belt13:37 Karson's Journey into Sales and Entrepreneurship18:00 Karson's Innovative Marketing Strategies20:17 The Bigger Purpose in the Medicare Space27:08 Empowering the Underdog: The Birth of GalvaCare31:42 From Car Sales to Medicare: A Unique Approach39:10 Personal Struggles and Triumphs: Turning Weakness into Strength45:49 Final Thoughts and Contact Information54:40 Conclusion and FarewellThanks 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, Jared Larsen is joined by Mike Darrow, a successful insurance agent specializing in the dental market. Mike shares his journey from a college intern to running a full-fledged agency, emphasizing the importance of building relationships, understanding market needs, and adapting strategies. They discuss the parallels between coaching soccer and business, and how Mike leveraged his expertise to carve a niche in the dental insurance industry. Learn how dedication, adaptability, and finding the right opportunities can lead to remarkable success in your career.00:00 Welcome to the Eight Figure Agent Podcast02:05 Mike Darrow's Journey into the Financial Sector11:31 Transitioning from Coaching to Business19:06 Building Genuine Relationships19:35 Overcoming Market Challenges23:06 Adapting to Business Changes30:12 The Importance of Face-to-Face Interaction36:19 Advice for Aspiring Professionals38:12 Conclusion and Contact InformationThanks 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, Matt Walker takes over as host to introduce and delve into the inspiring story of Jared Larsen. Jared shares his journey from overcoming a challenging childhood to becoming an athlete and successful entrepreneur. He discusses the importance of perseverance, hard work, and faith in facing life's adversities. Jared also highlights valuable lessons learned from his son and his life-altering accident, and explains how serving others and practicing gratitude can help overcome unhappiness and fear. Join Jared and Matt as they explore how to unlock your full potential and achieve remarkable success in the financial sector.00:00 Welcome to the Eight Figure Agent Podcast00:33 Meet Jared Larsen: Athlete, Family Man, and CMO01:27 Jared's Early Life and Athletic Journey02:51 The Ryder Story: A Lesson in Resilience06:17 College Years and Entrepreneurial Spirit08:48 Faith and a Life-Changing Accident14:23 Overcoming Fear and Building Resilience17:00 Closing Thoughts and Community BuildingThanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios

Welcome to the 8 Figure Agent Podcast with hosts Jared Larsen and Matt Walker. This episode dives into key indicators for growth in the financial sector, particularly around the crucial topic of staffing. Discover how to identify when it’s time to hire, effective interviewing techniques, and how to onboard staff to build a winning culture. They discuss real-time coaching, maintaining high standards, and fostering an environment where both businesses and individuals thrive. Whether you are struggling with capacity, hiring right, or building a positive workplace culture, this episode is packed with invaluable insights and actionable tips. Don't miss out on ways to elevate your business and empower your team to unlock their full potential.00:00 Welcome to the 8 Figure Agent Podcast02:36 The Yo-Yo Effect in Business04:23 Hiring the Right People06:41 The Importance of a Structured Interview Process13:51 Creating a Collaborative Hiring Process17:34 Building a Positive Workplace Culture17:53 The Importance of Respecting Staff18:34 Balancing Rewards and Genuine Care18:56 Effective Communication with Staff20:01 The Job Offer: Setting the Right Expectations21:17 Implementing a 90-Day Plan for New Hires22:41 Real-Time Coaching: Addressing Issues Immediately24:03 Role-Playing Effective Coaching Conversations27:51 Empowering Employees Through Accountability31:47 Conclusion and Final ThoughtsThanks 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 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 Introduction03:58 Matt's Approach: Building Confidence and Trust06:27 Creative Client Engagement: Events and Personal Touches11:08 Back to Basics: Building Trust and Relationships26:52 The Power of Proactive Communication and Technology in Client RelationshipsThanks 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, 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 Podcast01:29 Matt's Childhood and Influential Figures03:10 The Power of Teamwork and Winning Together06:58 From College to Family Life: Matt's Journey10:56 Overcoming Challenges and Building Success15:36 Vision, Optimism, and the Path to Success18:59 Facing Fears and Moving Forward with Faith23:07 Final Thoughts: Happiness and Enthusiasm in the IndustryThanks for listening! Follow and subscribe wherever you get your podcasts! Recorded & Produced by: SB StudiosThanks 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 Parkes03:59 Unlocking Motivation: John's Secret to Success17:45 Faith, Family, Entrepreneurship: John's Core Values20:59 Financial Stability and Taking Calculated Risks24:16 Diving Into Financial Services: Lead Generation Insights32:41 The Power of Niching Down in Marketing39:46 Choosing the Right Social Media Channels for Your Brand40:33 The Ultimate Guide to Content Creation and Engagement46:43 Connecting with ClickFunnels and John ParkesThanks 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 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 Acceptability06:40 The Impact of Standards on Decision Making and Success15:25 Leadership and Standards: Guiding Your Team to Success21:16 Accountability and Success: A Two-Way Street25:49 Lessons from Coaching: Standards, Accountability, and Success29:49 Final Thoughts and Tips on Standards and AccountabilityThanks for listening! Follow and subscribe where ever you get your podcasts!Recorded & Produced by: SB StudiosThanks 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 Challenges05:15 Turning Point and Life Goals06:52 Early Career Struggles08:31 Venturing into Insurance and Worksite Marketing09:35 Building a Business and Overcoming Obstacles18:10 The Impact from our Childhood23:35 Adopting Business Practices and Expectations25:34 The Importance of Authenticity26:28 The Role of Supportive Family in Entrepreneurship27:47 The Power of Partnerships and Risk Tolerance29:06 Overcoming Business Challenges and Embracing Opportunities30:45 Innovation and Business Growth34:35 The Impact of Mindset on Business Success37:10 The Value of Failure in Entrepreneurship39:01 Final Thoughts and Advice for EntrepreneursThanks 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 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 Introduction02:15 The Role of an Employee in the Financial Sector11:01 Transitioning from Employee to Practitioner17:48 Skills Needed to be a Successful Practitioner23:01 Transitioning from Practitioner to Business Owner29:00 The Difference Between Practitioners and Business Owners36:41 The Importance of Having a Business Plan47:10 The Role of Money in Choosing a Career Path50:31 Conclusion: Finding the Right FitThanks for listening! Follow and subscribe where ever you get your podcasts! 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 Introduction01:22 Brandon's Journey into the Medicare Space08:44 Transitioning to Ownership and Scaling the Business16:11 Recruiting and Managing Agents in the Medicare Space30:19 The Importance of Controlling Lead Generation43:02 The Art of Selling a Business45:12 Final Thoughts and Advice for Agents46:34 Closing Remarks and Podcast OutroThanks for listening! Follow and subscribe where ever you get your podcasts! 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 Vision00:41 The Journey Begins: From Boise to Success02:55 The Power of Mission and Vision in Business06:37 The Role of Mission and Vision in Decision Making10:05 The Impact of Mission and Vision on Business Growth10:09 The Baker's Story: A Lesson in Mission and Vision13:22 From Selling Insurance to Making People Smile15:52 The Power of Saying 'No': The Role of Mission and Vision21:34 Jareds Mission: Empowering Others to Step into Their Light23:56 The Power of Mission One24:27 The Journey of Self-Discovery25:23 What is a personal Mission and Vision in Business27:49 The Power of Purpose29:20 Finding Clarity in Your Mission38:17 The Importance of Vision in Business & Life39:11 The Big Vision46:31 Laying the First Brick: The Start of Your Journey48:30 Closing Thoughts Thanks for listening! Follow and subscribe where ever you get your podcasts! 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