Advance Team: Recent Episodes
Advance Team
Our closing call of this series focuses on the ATP Core Values, and how they define not just our individual choices but our team culture. Jeremy Boles breaks it down for us as we strive to always Be The Best!
Many of us bring our own baggage and trust issues into this work environment. Any commission or sales job has the potential to isolate us and pull us apart. Here we explore the advantages to bonding together as a team, trusting the system, and leaning into a movement that is larger than ourselves! Some excellent insights here from expert agents Haydon and Josh S.
As we kick off a new series, hosts Tim and Ben lay the foundation for how to craft a mindset of working together. The lone wolf mentality of this type of sales can be very dangerous, and it's important to recognize that in a team environment everyone's choices affects the group. Adopting that level of trust and commitment can make us all better, and that's the topic of discussion for this first segment on teamwork!
Building off of the momentum we experienced at our annual conference, we invited Carol Wesley to sit down and give us some perspective on what it means to jump, how to face fears, and the value of teamwork. She truly inspires our agency to care more and work harder. This episode gives you a front-row seat to her vulnerability, determination, and empathy, so there are plenty of takeaways here for all.
To close out this epic series, we brought in Jeremy and Jimmy to discuss the benefits of leaning into your team. When you follow all the basics, you still win some and lose some. The ones who respond by isolating are in danger of fizzing out. On the other hand, when you trust a team of people who are in the trenches along with you and have your back, everyone becomes stronger. Some terrific lessons in this finale!
As we near the end of the series, it was important to cover what happens after you sell an application. There are many organizational touches to help you with your persistency, placement, and making a difference in your clients' lives! Tune in to hear Carol and Ben's processes of following through on all of the most important details to being a full service (and profitable) agent!
As our series is winding down, we need to tackle the pricing of our customers' plans and how to work within their affordability. We brought in the big guns Chris and Zach to walk us through the process of using multiple closing strategies to create a win-win while completing the sale. You might be surprised how little price has to do with it, despite what our clients tell us!
Sometimes we get to the very end of our sales process and still run into some obstacles. Fortunately we have Jimmy and Jay to walk us through the closing process and how to move forward when our clients put up a wall. These guys know how to stay in control when the going gets rough, so check out their insights in this next installment of back 2 basics!
A lackluster topic comes to life as we speak with some of the top field underwriters in the business, Tim and Jay! Learn not only what makes a good underwriter, but also how to become one using the numerous resources we have available to help sharpen your skills! Get more apps placed and help more families with the tips from this episode.
When conversing and presenting to your clients, it is important to have a road map of where you're going, as well as to check in to make sure they stay with you. Top producers Jeremy and Ben go into depth about maintaining control, timing, and pace of your appointments with solid transitions. But that by itself isn't enough - the guys define and break down the concept of tie downs, which are necessary for ensuring that your clients are with you every step of the way.
Everyone in our group follows a similar presentation that we share with clients, but everyone adds their own flair and personal touches to make it effective in reaching our clients on any level. Experts Carol and Tim provide insights into what each aspect of the presentation is intended to accomplish, as well as how to make it all flow together into an easy close. This episode is 100% essential to long-term success in selling!
Because we split CORE into two segments, this episode is exclusively about highlighting the emotion (or the why) behind our clients' needs. Because this is a heart-sale and not a transactional one, we need to be adept at digging below the surface and establishing how life insurance will protect the people who matter most to each and every client. Experts Zach and Jeremy break it down for us!
Arguably the most essential part of insurance sales is connecting and building trust with your clients. For this extremely important topic, we brought in Josh and Patti, both masters in this area, Their strategies and approaches are shared here liberally to help us all rise to any occasion as we get to know our clients. There is much to discover and room for all of us to grow in this skill set!
Getting in the door is what opens the gateway to everything in the sales process. This episode features Zach and Dameron give us an inside peek at their process of doorknocking, and how to stack the odds in your favor of getting in the home. Learn how to make a good first impression, handle objections, set later appointments, and more in this fundamental aspect of insurance sales!
For the third segment of our series, we enlist the expertise of Jason Ball and Carol Wesley to talk about our leads. There are different types and different approaches, but ultimately we know that lead represents opportunity. We spent some time going over some tactical ideas regarding our leads, but also focused heavily on the mindset with which we view our leads. "Whatever you believe about the leads is true!"
We had a fun time discussing the many little things that add up to big differences when it comes to preparing for your week! Thinking ahead, formulating habits, and establishing processes of efficiency were the focus of today's episode as we strive to maximize our revenue-generating activity hours and help more families to get protected.
To launch our reboot of Back 2 Basics 2.0 for 2019, Tim Wright and Dameron help us get started on the right foot with mental preparation. We discuss the intentional aspects of getting your head right long before you go see your clients, and go into detail about how to pave the way towards a successful week.
Probably the most down-to-earth, relatable episode we've ever done, we gather and share perspectives from agents who have various experience levels but who all have lived through some long drive-times on a workday. Those hours spent in isolation can be a breeding ground for fears, doubts, and negativity inside our minds, so Jeremy and Haydon and Josh help us break down the patterns of what is really happening in those moments, and how to fight those mental battles on a daily basis.
One of the most challenging and inspiring episodes we've ever done! Host Tim Wright asks Dameron Batson about his fast start here at Advance Team and how others can emulate his process. They cover everything from activity, reading, goals, momentum, accountability, and mindset - a fully comprehensive approach to maximizing potential in life insurance sales and becoming a true Difference Maker.
This is a special edition of Improving Your Game. Tracking your numbers is one of the most vital things we can do to measure our strengths and weaknesses, as well as our growth and improvement. This hour contains some takeaways about why that is so crucially important to an agent and an agency. From there we dive into the activity we track at the Advance Team and explain how this will help you take your success to the next level!
Our closing segment is headed up by Mr. Roger Short himself. He's here to help us grasp what might have gone wrong if our clients have identified a need and then either downplay it or backpaddle from it. If that does happen, this episode will help you respond in the best way possible to get the train back on track, and then help your clients move forward with your plan. This is a can't-miss finale!
This episode is the meat of the Need Sandwich! Chris does a deep dive with us on how to go about addressing our clients' needs with them once they have been discovered. We discuss the nuances and best approaches to helping our clients take ownership of their needs, as well as some excellent questions we recommend you ask during your sits!
Recognizing our clients' needs is absolutely crucial, but still second to helping them recognize those same needs. Chris is here to provide some context about how to understand the source of a need, the emotional attachment to it, and how to go about gathering information that will help us ultimately cover the need and give our clients more security.
As a follow up to our conversation on how to get your eyes on your clients' life insurance policies, we did a deep dive into what you'll see. This is an expert lesson on the language of the policies, what the numbers mean, and how to recognize what the coverage is and what it could be down the road. This is a must-listen for every agent in the industry!!
Here we explore the art and the science of getting your clients to show you their existing policies! No matter the reason why they may not be eager to oblige, we need to earn their trust and demonstrate that we can help them once we know what they have already in place. Last year's Advance Team #1 Producer James Himel weighs in on his approaches and shares a major success story.
To cap off this two part series, Tim brings it home with some challenging ideas and recommendations for combating our defeated feelings. He walks us through a progression from goals, to activity, to momentum, to joy, to growth, to confidence, and finally service. The heart of this perspective is what allows us to be bigger and better Difference Makers rather than the of victims of our own circumstances.
Leading off a relevant and relateable 2 part-series, Timothy Wright sets the stage of what's happening inside our heads when we get knocked down. Whether it's life, drama, bad luck, outside circumstances, or work, we all experience adversity and feel defeated sometimes. In this episode we discuss how to recognize patterns, diagnose the problem, be honest and vulnerable with yourself, and hone your skills of self-awareness so that you can put yourself in a position to get back up and keep fighting.
This is a content-heavy episode that's jam-packed with tips of how to use your insurance carriers toolbox effectively. Always strive to find the perfect balance between what's best for the client, what's best for the carrier, and what's best for you!
To close out our series, Zach lays out a thorough template for managing your personal finances in a world of 100% commission sales. Keeping the focus on your clients instead of yourself is key, so Zach offers a disciplined approach to help avoid added distractions and pressures when it comes to your money.
For the second installment of this series, "The Rev" Chris Ball breaks down the battle in between the ears. We all experience head games where our emotions get out of control and we mentally process things through our own limited perspectives. Sales brings all of these fears/insecurities to the surface! So to combat the negative thoughts we either think or feel about ourselves, Chris advises us to talk to a mentor, push through with increased activity, and be grateful for all of life's opportunities. This and more in a very worthwhile episode!
A new segment we will do from time to time is an interview with someone who can share their perspective on success and what it takes to get there. No one better to do just that than Ms Carol Wesley who knocks it out of the park on this episode. We talk about trust, support, fear, organization, self discipline, and making a difference - what each of us strive to do each and every day!
Batting lead-off in our new series is fan favorite Patricia Pemberton - aka Patti P - who is here to share her story of overcoming health problems. This is an inspiring message about self-care and controlling poor habits that can affect your health (such as sitting too much or not managing stress levels). The miracle of discipline is that by investing in your own health, you can keep yourself in business longer, have more clarity and energy, avoid debilitating issues, serve your clients better, and be more profitable in the long run!
While this seemed like it was going to be a tactical and pragmatic approach to outside-the-box problem solving when clients give us the "no money" excuse, this episode turned into one of the most heartfelt and passionate messages from the Advance Team. Please listen with opens minds and hearts as Carol and Zach share their mindsets and their stories about helping low-income families.
Sitting down with Zach Mac-Attack today led us to discover that our clients don't always give us accurate information (whether it's on purpose or not). Since what we hear isn't always trustworthy at face value, we need to take ownership of the situation to determine what's really going on. Hear from the master on diagnosing what's true and false from the ones who probably need our help the most!
What does it take to get from a door knock to a sit? Friends and experts Chris and Jeremy share insights, tips, and banter during this discussion about the 5 things that put you in the best position to move forward after your first interaction with a new client. Some good lessons and good laughs here!
In the series finale, Jeremy Boles is back to tackle another difficult persona - the client who claims not to be interested. Which of the 5 real reasons that people don't buy is behind that statement? How do we as the agent respond? When do we dig in and when do we walk away? How do we help someone who doesn't appear to want help? All this and more packed into a message of determination in today's episode.
On to another difficult sales scenario, today we talk about the person who just wants to hang on to their own policy and won't let you replace it with yours. It can be a complicated and challenging situation with lots to consider, but also can greatly benefit you and your clients when done right. We hope this conversation will help you improve your clients' situations and increase your annual premium this week!
In our first series of the new year, Jeremy Boles drops in to talk about some of the toughest customers we run into - the ones who claim they can't afford coverage. We discuss how to understand where your client is coming from, overcoming that objection, and moving forward to assisting them much-needed protection.
Kicking off the new year, we have friend and local entrepreneur Scott Wilson drop some wisdom about setting goals! More specifically we talked about the mindset behind setting goals, how not to limit yourself, to get help, the break things down into achievable sizes, focusing on process rather than results, and much more. This one is full of nuggets to assist you in visualizing what the new year could mean for you!
On the final podcast of the year, Ben and Chris sit down to discuss the concept of being a generous person. Whether it's a one-time thing or a way of life, whether it's an option or a responsibility, and whether it has an immediate result or a no result whatsoever, being generous changes us and turns us into the person we're supposed to be. As a life insurance agent, our clients respond to that. As we go into the new year, this episode will hopefully challenge all of us to be more generous in every area of our lives!
This informal segment features the voices of our Louisville-area crew sharing their experience of traveling together and sell together on the road. We journeyed a few hours away from our typical market and stayed at a hotel, challenging each other and keeping each other focused and accountable to work hard going into the Christmas season. There are some sensational insights as well as some fun jokes in this episode!
In this segment our host goes solo on the topic of leaning into discipline when your motivation wavers. This message is intended to help you push out of your comfort zone and realize your full potential. The steps are simple but not easy, so challenge yourself to reach further and work harder and dream bigger!
To bring our series to a "close" we brought in the expert, Jimmy "The Edge" Fraser who knows how to help clients move forward and take action to protect their families. We're joined also by Chris Ball as we discuss sharing the hard truths in spite of objections and excuses we may get when we have a client's best interest in mind. This one will help you solidify your sales at the end of your appointments!
In the middle of this extended conversation called Getting Real, we sat down with expert advisors Zach McElwain and Jeremy Boles to swap strategies on giving a personalized and engaging sales presentation every single time you sit down with a new client. This episode is full of practical examples and effective sayings you can use in your very next appointment!
Beginning a powerful new series with Top Producer and Difference Maker Patricia Pemberton, we discuss what trust building ought to look like in the first phase of a sales appointment. Patti P expertly walks us through her strategies to relating to clients, digging below the surface, and having tough conversations with them. She answers the question of how to be yourself while pushing yourself out of your comfort zone!
In this solo episode, Chris Ball and Roger Short join our round table to discuss Momentum and the impact it has on sales. How do you gain momentum? How do you maintain it? Why is it more profitable than having consistent average sales? Why is getting an early start so vital? We talk about all of that - plus holiday sales - in this MOMENTOUS episode!
Closing out our series, Roger Short offers us a veteran's take on what accountability looks like over time. We discuss mentorship, community, goals, humility, trust, and more - this one is filled to the brim with wisdom and perspective!
Building on our conversation from last week on accountability, Senior Agent and Difference Maker Mark Jaunet gives us the inside scoop on what it looks like to be accountable. The practice of being transparent, participating in a trustworthy community, tracking progress towards goals, and pushing himself past his comfort zone are all aspects of his system of Giving Account.
Fresh off our annual conference, we're kicking off a brand new series by speaking with Senior Advisor and team leader Tim Wright on the topic of accountability. Tim shares how his "Why" requires outside motivators to keep him on track. He has decided to Take Account of what matters and linked arms with a team that will help him get where he wants to go in his business and his life.
To close their series, Chris and Jeremy talk about depression and how mental battles can cause paralysis in the field. Dealing with the feeling that nothing matters is something most of us have experienced on some level (medically and otherwise) so here is some context as well as some mind-hacks for being successful in spite of the voices that lie to us in our heads.
Continuing their series on Head Games, Chris and Jeremy build on their talk from last week by discussing next steps in the face of anxiety. The relationship between anxiety and fear, recognizing you're not alone, and the importance of asking for help are all unpacked here in an episode to which we can all relate!
To kick off this new series, Chris and Jeremy have a transparent conversation about mental struggles and combating the voices we entertain in this world of sales. There are some profound and practical takeaways for what to do when the inevitable doubts come in your mind - particularly at the beginning of your week! Listen in to hear why Mondays are so important!
In our final episode of Back 2 Basics, Roger Short gives us the rundown of the must-do's following the sale of a policy. Everything from connecting clients to our brand, cooling-down, asking for referrals, administrative responsibilities, and following up down the road is detailed in this episode. With this guidelines you can make sure your new applications get paid, stay on the books, and call YOU next time they need help with life insurance.
As a follow-up to last week's talk about Closing, Zach and Roger cover the importance of sensitivity to your client's budget and how to go about discovering crucial information to price out your plans effectively. They also map out how to use The Premium Close (vs. last week's Benefit Close) to maximize a plan for your clients' total needs!
Our round-table interview tackles the art of closing the deal. When it comes to crossing the finish line in a sale, you need to ABH - Always Be Helping! Be in control, be assumptive, move forward. Experts Zach and Roger give you the details this week for how to do exactly that, as well as how to properly price out a sustainable Benefit plan for your clients!
Continuing our series on the fundamentals, Chris Ball unpacks some important and practical steps to handling our clients' objections. If you've already listened to the previous 11 segments, you will greatly reduce the objections you get... but when you do get one, this episode will teach you to move past it!
An in-depth look into the world of underwriting, this episode features Chris Ball's tips and insights about proper approaches to getting your clients qualified. Finding the right plan, explaining it, and helping to set appropriate expectations for your client is all on the road towards a win-win sale. Check it out!
Today we learn the art of transitions and how to utilize them effectively, as well as how to ensure that you're bringing your clients along with you during your presentation as you head towards a close. A useful tie-down will eliminate a lot of future objections, so be sure to listen to this home-run from Zach and Chris!
The sales presentation really is at the heart of every sit and appointment with our clients, so today Roger and Chris helped us delve into the components of an effective presentation. They addressed the all-important purposes of the presentation and how to use it properly to serve every client we encounter.
Arguably the most important segment in our entire series on Basic Training, Zach and Roger cover the trust-building phase of the sales process. Utilizing CORE (Children, Occupation, Recreation, & Emotion) we learn how to break through barriers and truly connect with our clients, which in turn allows us to serve them better and write more policies!
Another rich session from experts Chris and Roger as they break down the art of the phone call. Learn how to maintain control, keep your cool, and get real results by working harder AND smarter over the phone.
After all the preparation we've covered in this series, it's time to shine! Roger Short breaks down every aspect of the perfect door knock for new and old agents alike. This one has tips on body language, handling objections, and how to make the most of every conversation at the client's door to earn a sit.
Here is an extensive and entertaining look at how to be organized, prepared, and efficient when it comes to selling life insurance. We hear from the expert Zach "Mac-Attack" on his tips to compiling your resources and maximizing your opportunity even before you hit the field.
This episode is our follow-up conversation on leads. Experts Chris and Zach discuss multiple strategies of ordering your leads, routing your leads, and grouping leads to maximize your time in the field. There is also some bonus material on generating your own leads and how to give yourself a much-deserved raise!
Continuing our fundamental series on Back 2 Basics, Chris and Zach provide solid viewpoints on the opportunity of a lead. We breakdown different types of leads and how to go about working them effectively.
Last week we introduced a new series called Back 2 Basics and we kicked things off talking about Mindset. In this follow-up episode on Mindset, Chris and Roger exchange insights on topics such as mental toughness, emotional intelligence, thinking positively, and being future-minded. This one is jam-packed with takeaways!
To kick off a brand new series called Back 2 Basics, we had a round table discussion about the most fundamental basic of all: mindset. Heavy-hitters Roger and Chris both weigh in about continually updating the software in your brain to make sure you're mental game is on track for success in sales.
Today, Ben McKain lends a few thoughts about going beyond the competition and making this job your career. The main points include believing in what you do, constantly learning new skill sets, and looking for sales opportunities outside the box.
In this episode we get to hear newcomer Carol Wesley's take on the digital lead process. She provides insight into managing a successful workflow by setting appointments and getting in front of as many prospective clients as humanly possible!
To close out our series on leadership, Roger Short talks about how our inward focus can lead to lasting influence. We also cover the costs and the rewards of effective leadership.
In the middle segment of a series on leadership, our district manager Zach "Mac-Attack" McElwain shares his perspective on realizing and seizing opportunities to grow into an influential leader. We also broke down specific opportunities in our own sales platform to reach greater levels of success through leadership.
We kicked off a new series with Chris Ball "The Rev" talking about Leadership and how to self-identify as a leader. We also reviewed the Advance Team core values through the lens of leadership.
This episode begins a new series called DEVELOPING YOU. Over the next 8 weeks we will discuss ideas and success principles to assist you in becoming the very best version of yourself in life and business. Today, Roger covers 5 key attributes of influence to develop the "Executive Presence".
In our final conversation on Character Sells, the award-winning Patti P. weighs in on the quality of patience. Our discussion ranges from being patient with our clients to being patient in our careers. There's something in this one for everybody so don't miss it!
In our fourth segment of Character Sells, we get to hear from Kate Smith on the topic of staying determined in spite of the inevitable challenges we face in sales. You can choose determination every single day no matter what!
Our series on Character continues with Tory Valin weighing in on integrity. We talk about why having integrity is key to long-term success, and in the end you will always reap what you sow.
In this episode, we hear from Jeremy Boles that true courage is not actually being unafraid, but rather facing your fears by staying in motion and controlling your mindset.
In this episode, Ben and Mark kick off a new series called "Character Sells" by discussing the impact that Joy has in the world of sales.
The final segment of our 3-part series on Taking Ownership of your business, in this episode Chris Ball discusses the importance of knowing and tracking your numbers.
"The Rev" Chris Ball shares the second of a 3-part series on Taking Ownership of Your Business. In this episode he shares an approach to failure on your way to success. The four simple steps are: "Try, Fail, Pray, Adapt".
Ben begins a 3 part series with Chris Ball on Taking Ownership of your Business. In this episode Chris tells a story about "Peaking Through the Fence".
In this episode of Improving Your Game, Ben discusses the power of belief with top life insurance producer, James Himel.
In this episode, "The Rev" Chris Ball talks about the new year and how to maximize this opportunity in life insurance sales.
On this episode of the Launch Call, Roger continues with the series on the 3 Ps of Business. Today he discusses the 2nd key fundamental of business, the PROCESS. The PROCESS as it applies to Life Insurance Sales can be broken down to 4 Simple Steps. Listen in to learn more and to dial in your focus to the most important keys to success in Life Insurance Sales.
On today's episode Ben discusses maximizing business opportunities for 2018 with Douglas Toups. Doug is an Agency Manager with Advance Team Partners in the New Orleans, Louisiana market as well as partner and CEO of eLearningK12, an educational company redefining the deliver of education to today's modern student.
In this episode Ben interviews Scott Wilson of Results By Design Fitness, a fitness company in Louisville, Kentucky. Scott is a classic self starting entrepreneur. He and his partner Matthew Thoma have built their business from the ground up into a thriving, profitable enterprise and it has become one of the most successful fitness companies in the region. His story will inspire you on the fundamental business principles of success.
In this episode of the Launch Call, Roger covers the first P in the 3 Ps of Business: The PEOPLE. People by far and away are the most important factor in any business success. What are the characteristics of the highest performing producers and leaders in our industry? Roger discusses 10 characteristics that you may want to strive for.
In today's podcast Roger Short kicks off 2018 with a series called "The 3 Ps of Business". Inspired by the hit television show "The Profit" where Marcus Lemonis, CEO of Camping World, evaluates businesses for turnaround and investment based on 3 Key Fundamentals: the People, the Process, and the Product. Roger discusses how these 3 fundamentals apply to our business of Life Insurance Sales.
In this 250th episode of Improving Your Game, you will receive great and practical advise on what you should do over the holiday season.
In this episode of the Monday Morning Launch Call, Roger Short (CEO of Advance Team) interviews Michael Lemonier. Michael has been with Advance Team for over 1 year and is a quality agent who continues to help serve others in the Louisiana region.
In this episode of Improving Your Game, Ben McCain interviews Mark Jaunet (Senior Advisor with Advance Team) about the subject of Career and Calling.
In this episode of the Monday Morning Launch Call, Roger Short interviews new agent Devon Peiffer and Tim Wright on a range of questions relating to being a quality life insurance agent.
In this episode of Improving Your Game, Zach McElwain (District Sales Manager at Advance Team) shares his advice and wisdom on battling distractions. You won't want to miss this one.
In this episode of Monday Morning Launch Call, Joanna Sixberry, agent with Advance Team shares her tips and techniques that she is learning as a newer life insurance agent.
In this episode of the Monday Morning Call, Jeremy Boles, a new agent with Advance Team Financial is interviewed by Roger Short. He shares his thoughts and practices that he is forming as he begins the life insurance career.
In this episode of Improving Your Game, Chris Ball (National Sales Manager of Advance Team) shares some of his insights and techniques for overcoming mental obstacles in his life and business.
In this episode of Improving Your Game, the Advance Team shares different things that they are thankful for this holiday season.
On today's Monday Morning Call, Top Producer, James Himel shares his secrets and thoughts about knowing products, momentum, and much, much more.
In this episode of improving your game, Senior Advisor James Himel shares about the "Swiss Army App".
In this short Monday Morning Call, Roger Short (CEO of Advance Team) talks about the importance of knowing what we expect and being able to verbalize and act upon those expectations.
Curiosity may kill the cat, but it can help your sales. In this episode of Improving Your Game, Chris Ball shares how curiosity helps him in his daily life and work.
In this episode of the Monday Morning Call, Roger Short, CEO of Advance Team, shares a powerful message about success, the realities of life and a life well lived.
In this edition of Improving Your Game, Senior Advisor Tory Valin shares his insights and techniques to mastering time management.
In this episode of the Monday Morning Call, Roger Short (CEO of Advance Team Partners) shares the concept of "Margin of Greatness" in regards to success in life.
In this episode of Improving Your Game, Senior Advisor Timothy Wright shares how to be a victor and not a victim.
In this week's Monday Morning Call, Roger Short (CEO of Advance Team) shares about a huge key to success...being willing to pay the price.
In this episode of Improving Your Game, Zach McElwain concludes the series on "5 Real Reasons People Don't Buy", by teaching how to work with a client to overcome the money obstacle.
On this week's Monday Morning Call, Roger Short shares the power and the wisdom behind the Rule of 5. This training will help you define success for you and help you move towards that goal today with tangible steps.
In this episode of Improving Your Game, Patti Pemberton (Senior Advisor with Advance Team) shares the value of "Trust" and how to establish it in a sales situation.
In this episode of Improving Your Game, Roger Short (CEO of Advance Team) shares about the first two reasons why people don't buy.
In this episode of the weekly Advance Team call, Roger Short (CEO of Advance Team) shares 7 insights and lessons that he has learned through his life.
In this episode of "Improving Your Game", Jon Ralls (CMO of Advance Team) shares some techniques that may go against a prospect's expectations to help deliver coverage that will help them meet their needs.
In this episode of Improving Your Game, we hear from Rose Short from Advance Team Partners about goal setting in business and in life.
In this episode of leadership training, Roger Short (CEO of Advance Team) shares about the Entrepreneur Mindset and WHO the biggest change agent can be.
In this episode of Improving Your Game, Chris Ball (National Sales Manager at Advance Team) discusses the impact that our thinking has on our business and life.
In this episode of Improving Your Game, Doug Toups shares his thoughts and wisdom in regards to the value of association.
In this episode, Roger Short (CEO of Advance Team) talks about the obligations and opportunities that come from being an entrepreneur.
In this episode of Improving Your Game, John Chia and Zach McElwain talk about the mindset and skills that an agent should have even when having a great day or week.
In this episode of the Entrepreneur Mindset - Roger Short (CEO of Advance Team) talks about how to overcome the emotion of fear as an entrepreneur.
In this episode of Improving Your Game, Michael Chanley (Senior Agent with Advance Team Partners) shares his thoughts on working hard, hustling, and making a difference.
In this episode of Improving Your Game, Jon Ralls (Chief Marketing Officer for Advance Team) shares some insights and lessons learned that have helped shape his mindset when it comes to being an entrepreneur.
In this episode of Improving Your Game, Patti Pemberton (Senior Advisor with Advance Team Partners) shares her experience and wisdom with using the phone to setup appointments for insurance sales.
In this episode of Improving Your Game, Roger Short (CEO of Advance Team) talks about fear and how it can hold you back from accomplishing your dreams and goals.
In this episode of ATP, Tyler McKenzie shares the four key parts of the Difference Maker Creed.
In this episode of ATP, be challenged to grow your opportunities and business. This multi-part lesson will help you understand why you should start as an entrepreneur.
Want to make a difference in someone's life? In this episode of "Improving Your Game", Ben McKain (Advanced Team Senior Advisor)shares some steps that can help you be a Difference Maker.
In this episode of "Improving Your Game" Chris Ball challenges us to to take the shot, be willing to take the risks, to overcome the obstacles (both internal and external)to accomplish our goals.
In this episode, be challenged by Roger Short (CEO of Advance Team) to see yourself as an entrepreneur. Learn from those who have gone before you, and grow your business for those who will follow you.
In this episode of "Improving Your Game" Farley Baggett and Lamont Walton (Senior Advisors at Advance Team) share their insights and experiences from the field. The stories are great and the advice is excellent.
In this episode of "Improving Your Game", James Himmel (Senior Advisor at Advance Team) shares about the power of our words and working hard towards our goals.
In this episode of "Improving Your Game" we are introduced to the new Chief Marketing Officer, Jon Ralls. Jon comes to the Advance Team with many different experiences including the military, being a communications professor, missionary to Taiwan, business owner, and hopefully beating cancer.
In this informative and challenging five part series, Chris Ball (Advance Team National Sales Manager) will challenge you to grow in multiple ways. In this episode, Chris will challenge you to "Be Involved."
In this informative and challenging five part series, Chris Ball (Advance Team National Sales Manager) will challenge you to grow in multiple ways. In this episode, Chris will challenge you to "Be Knowledgeable."
In this informative and challenging five part series, Chris Ball (Advance Team National Sales Manager) will challenge you to grow in multiple ways. In this episode, Chris will challenge you to "Be Intentional."
In this informative and challenging five part series, Chris Ball (Advance Team National Sales Manager) will challenge you to grow in multiple ways. In this episode, Chris will challenge you to "Be Genuine."
In this informative and challenging five part series, Chris Ball (Advance Team National Sales Manager) will challenge you to grow in multiple ways. In this episode, Chris will challenge you to "Be Welcoming."
In this episode, meet Billy Ferritti, just one of the great agents at Advance Team Partners. Billy will share his thoughts, and insights as a new agent.
In this episode, Roger Short (CEO of Advance Team) will share how to best navigate and survive the underwriting process so that you minimize problems, enhance client service, and maximize sales.
In this episode, Roger Short (CEO of Advance Team)will describe what a SOP (Standard Operating Procedure) is and how it can help you better serve your clients.
On this episode, Zach will share how to best make sure that you are serving your client well by making sure that they are aware of all possible options. This will also make sure that you as the agent are not leaving money just sitting on the table.
On this episode Ben talks about all of our carrier options to covering kids and grandkids, from individual policies to riders. This will increase your persistency, help you become a more full service agent and difference maker.
In this episode Ben talks with Roger about how the desire to be liked and being a nice guy sometimes hurts our clients.
Ben interviews new life agent James Himel on today's episode and they discuss the mindset to succeed in Mortgage Protection Life Sales.
This week Ben interviews Patricia Pemberton! Patti got into the Life Insurance industry 4 years ago and has become an industry top producer. While Patti controls her schedule very tightly she puts a priority on establishing Trust with each of her clients. She says its the most important thing in Life Sales.
Eddie Floodberg is the Area President of Arthur J Gallagher Risk Mgmt. Services, St. Louis. Ben discusses with Eddie the fundamentals of work and reward.
Ben interviews new agent Michael Lemonier. Michael is not only new to the Advance Team, he's new to the Life Insurance Sales industry. And he's off to a great start! Listen in to learn some of things that Michael attributes to his early success.
The mindset of a successful business owner. Looking at business and success in life through the eyes of an entrepreneur.
In today's episode Ben interviews Chris Ball. Ben gets his perspective on coming into the business 5 years ago with no sales experience, some of the challenges he's faced, where he sees the industry today and his thoughts on where we are going.
Inside Trade Secrets for Final Expense Insurance Sales from Industry Top Producer Zach McElwain.
Any successful sales professional will develop a routine, a work flow, a process that maximizes their production. What does a successful formula look like in the Final Expense and Mortgage Protection Insurance industry?
Get the SECRETS here!
CFG - Introduction to Columbian. Product overview, riders, sales support and underwriting. Sales Conference Incentives.