Equis Financial's Podcast Network: Recent Episodes
Equis Financial
After attending an Equis Retirement Solution’s Boot Camp, Jackie Rhodes began expanding the horizon within his business. Since then, Jackie has added IULs, annuities, and debt elimination to his mortgage protection business.
Insurance sales do not have to be complicated when you are backed by a team of supportive professionals.
Discover what it’s like to be part of a team at Equis Financial!
All agents have the opportunity to incorporate Retirement Solutions into their business, whether it is gathering referrals or taking advantage of the dozens of trainings available. Learn how you can utilize all your resources today!
You can train to become a Retirement Solution’s Specialist… OR you can utilize the referral program with an already trained specialist while you focus on other areas of your business!
Equis Retirement Solutions was designed to make it easy for agents to participate in advanced markets. Hear how Patrick Bailey is getting the most out of his mortgage protection leads with the help of Retirement Solutions’ Specialists!
Henry Angelucci discusses why he chose to partner with Equis Financial after being an independent advisor for over 12 years, and what it means to him to be part of “The Agent’s Company.”
When you have consultations with your clients to determine their best interests instead of focusing on a quick sale, you may discover needs outside of just mortgage protection!
Higher interest rates = slower mortgage market. Get ahead of the potential economic decline by working with an Equis Retirement Solutions' Specialist!
As a prior professional athlete, Paul Vassallo knows the importance of becoming a "pro at your craft," whatever that craft may be. With this mindset, Paul has expanded his knowledge base within financial services and is helping his clients more than ever before!
While there may not be "debt elimination leads", Joe Skelley and Travis Chiasson are revealing how they are utilizing the leads they already have to find new cases of debt!
Introducing Equis Retirement Solution’s newest team member, Director of New Business Development, Joe Skelley! Tune in to hear the plans Joe has for the Equis Retirement Solution’s division and debt elimination program!
Through managerial advice, listening closely to his clients, and self-help books, Marc Rubin has seen a significant increase in his business over the last 90-180 days. Hear how this District Manager is quickly making his way to a Regional Manager promotion!
Fred & Deb Johnson’s involvement within their community has lead to multiple new clients and long-term relationships. Find out how to work your warm market and gain more clients today!
When Jemar Mitchell got his insurance license he was setting himself up to be in a position to be compensated what he knew he was worth. Listen to his journey to Equis Financial and the goals he has for his growing business!
Understand the business opportunity and how you can get involved in selling advanced market products!
Are you curious about how you can incorporate debt elimination into your business? Joe Skelley, a Retirement Solutions Specialist, gives an in-depth explanation of how you can do just that!
An industry veteran with over 20 years of experience selling insurance discusses his motivation with growing an agency and building something for himself!
When building an agency and protecting clients, adding new tools to your tool belt can provide an exponential return for your business. Hear how Will Coatney is growing his book of business by becoming a Debt Elimination Specialist!
As a prior nurse practitioner, Sherby Brown is applying her experience listening and providing support for patients towards her clients seeking financial services such as mortgage protection and living benefits! Tune in now to hear about Sherby's journey with Equis!
Running a virtual business, in an unfamiliar industry, has its learning curves. However, KJ Carter has his eyes on the future for his agency! Tune in to hear how KJ is guiding and supporting a virtual team of agents in hopes that one day they surpass him in production!
The time to expand your services portfolio is now! Learn how adding a few questions to your presentation can present annuity and IUL opportunities!
Ruben Basurto is a perfect model for what you have the potential to become at Equis Financial. Hear how a true professional is building his business utilizing his warm market!
Giving up and quitting is easy…but what happens when you push through the tough times? Brady Driscoll shares his experience and journey to becoming Equis’ youngest Regional Manager!
Joint-work works! Agents are working together to expand their business and we have the insights on how!
Hear from two Elite Producers who are producing business utilizing both face-to-face and virtual methods of activity!
Hear why and how young entrepreneurs like Chuck Knox are jumping into the insurance industry to control the input and output of their careers.
Brady Driscoll is Equis Financial's youngest Regional Manager. Hear how he is managing the growth of his agency while maintaining Platinum Elite Producer status!
Identifying the right people while building your agency often begins in your warm market. Learn how to maximize the potential around you!
Bill Martin OG interviews a new agent to discuss how Equis’ tools & resources have benefited her business! Stay tuned at the end for product training for GPM’s Equity Protector, an exclusive product made just for Equis Financial!
Staying focused and managing expectations are key in growing your business. Hear from Eric Valdez and Matthew Wilson on how they learned to manage the sacrifice, discipline, and execution needed for success.
Learn how you can work your database properly to expand your client network and eliminate all “salesperson” personas!
Bill Martin OG’s Training Series continues with product training for AIG’s SimpliNow Legacy, and an interview with Equis’ newest Regional Manager, Marcia Secrest.
Instead of waiting to build, learn how you can find balance while building and producing! Leave it to Noell Hughes to explain how she is able to balance all of her titles; wife, mother of five, friend, sister, producer, builder, and coach!
Learn how Nick Burns & Jonathan Burns are maximizing the opportunities around them by incorporating the Debt Free 4 Life Program into their business!
Bill Martin OG kicks off his new training series with an Elite Producer interview and product training for Prosperity’s Life Term Policy!
Pete Lee and Bill Martin 2.0 are joined by Doug Wright to hear how he is able to find annuity opportunities during his mortgage protection appointments!
What does it take to be a quality CEO of your business? Nick Theodore has 12 tips to keep you on track!
Tune in to hear how Bill Roman goes on a “treasure hunt” every appointment he sits on in order to find the “how” and “who” for Retirement Solution services!
Jerrod Ewing speaks with past franchise owner, David Schneider, about what it takes to build a profitable business in this industry compared to other business opportunities.
Pete Lee, Bill Martin 2.0, Joe Skelley, and Duncan Douglas team up to discuss the Retire Your Debt Program and how you can eliminate debt for your clients with a simple referral to a specialist!
John Kight sits down with Doug Wright to discuss why he decided to begin building an agency after having a successful career as a producer. Learn how Doug is creating momentum within his organization in order to meet his specific goals by the end of the year!
Rob Jones is joined by Pete Lee and Bill Martin 2.0 to explain how Retirement Solutions can help grow your business!
Rob Jones sits down with Daniel McRae and Will Coatney to discuss the upcoming Leadership Conference and how implementing Equis' platform has helped them become leaders.
Four industry veterans discuss the evolution of insurance sales and the impact Equis Financial and the virtual platform has had on their careers!
Today, Rob Jones sits down with Nick Burns and Jonathan Burns to discuss the upcoming Leadership Conference and the importance of deciding the best career path for yourself.
Today Rob Jones sits down with Equis’ newest Integrity Managing Partner, Eric Valdez, to discuss the upcoming Leadership Conference and the importance of attending as a leader.
On week 6 of “Road to Leadership Conference,” President, CEO, and Integrity Managing Partner, Barry Clarkson, is joined by fellow Integrity Managing Partner and CEO of Theodore Group, Nick Theodore.
Nick shares his 3 main objectives as a leader getting a new agent started, how he has managed to double his agency’s size in the past year, and the secret to uncovering a leader within your team. This is a must-listen for anyone wanting to take their agency and leadership skills to the next level!
With the addition of virtual sales, more people have the ability to become part-time insurance agents! Hear from three current insurance agents who excelled as part-time agents.
President, CEO, and Integrity Managing Parter, Barry Clarkson, continues his series with Week 5 of “Road to the Leadership Conference,” featuring National Marketing Director, Matthew Weiner.
Matthew, much like Barry, is an opportunistic entrepreneur who dove into this industry the moment he realized what it could do for his family financially. By learning from his mistakes, Matthew has grown to be an exceptional leader for his agency within a few short years. Tune in to hear about the spirit and tenacity to win from these 2 leaders!
Hear from 4 veteran agents who built successful careers around in-person sales before transitioning to this new world of virtual sales and having their already successful businesses explode with more activity than they ever imagined possible!
On week 4 of “Road to the Leadership Conference,” President, CEO, and Integrity Managing Partner, Barry Clarkson, is joined by Vice President of Retirement Solutions, Bill Martin 2.0.
Tune in as these long-time business colleagues discuss Equis Retirement Solutions’ new Debt Elimination program, and all the potential it has to change clients' & agents' lives — one referral at a time!
Jonathan Burns sits down with women from completely different backgrounds to discuss the opportunities they have found within virtual sales and how they have managed to build solid careers despite having any prior experience in the industry!
Executive Vice President of Agency Development and Integrity Managing Partner, Rob Jones, sits down with the CEO of Trustworthy Financial and Senior Executive Marketing Director, Michael Hall, to discuss the advantages you have right now to become a leader at Equis.
President, CEO, and Integrity Managing Partner, Barry Clarkson, continues his series with Week 2 of “Road to the Leadership Conference.”
Barry discusses how you as an individual and leader must overcome adversities and set the proper expectations in your organization.
Hear from four entrepreneurs who are in their 20s and are excelling in an industry they never thought they would be a part of!
Kyle Vanlue has proven that being coachable is the only prerequisite to achieving success in our business. By following Equis' plug-and-play system, Kyle has provided more for himself and his family than he ever imagined possible. His journey is one we cannot wait to continue following for years to come!
Nicole Hansen found our industry through a Craigslist ad and was immediately drawn to the flexible hours, potential income, and multitude of incentives. While selling insurance wasn't her dream career, it provided her with her dream life of more time with her daughter and $8,000-$12,000 in weekly income. Hear more on Nicole's journey and how anyone can duplicate her success!
Listen in as President and CEO, Barry Clarkson, sits down with Executive Vice President of Agency Development, Rob Jones, to discuss the steps needed to start your own business and how to prepare your business for the new year.
Hear how Noell, a stay-at-home mom, took control and began making multiple six-figures after her husband lost his job in 2019.
Bill Martin OG sits down with Terrell Bowling, a relatively new agent at Equis Financial.
After losing his job, Terrell made the decision to become an insurance agent with Equis Financial and hasn't looked back since. So far, his biggest deposit in 1 week has been $7,000!
Listen in as President, CEO, and Integrity Managing Partner, Barry Clarkson talks with Integrity Managing Partner, and CEO of The Cornerstone Group, John Kight. These two will be diving in on the steps needed to become a successful business owner.
Scott Rumbo sits down with Kristi Cain who left her 25-year career as a nurse to become an insurance agent with Equis Financial! Listen in and learn how Kristi is making more money as a brand new virtual agent than she was with 25 years under her belt as a nurse.
Meet Ashlynn Hughes, a 20-year-old from Cypress, Texas who is currently the breadwinner in her marriage as she supports her husband financially through Med School. Ashlynn used her last few dollars to invest in her business and is now on pace to deposit at least $150,000 this year!
Listen in to learn how Nick Burns is having incredible success in virtual sales and the simple formula he utilizes.
Hear from 1 agent who is running in-person appointments, and 1 agent who is running virtual appointments. Both are achieving high success while running two different business strategies!