Episode 96: The Power of The Portfolio in a Rising Interest Rate Environment

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In this episode, you will learn about what makes the general account special, how it is positioned, and how to help your clients understand the see its responsiveness to a potentially increasing interest rate environment.
There are little nuances that will help you address the questions your clients and prospects have before they ever know they have them and before they express the question directly.


Episode 97: 12 Action Steps to 2X: On The Road to Forum and Beyond

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In this episode, you’ll hear Tom share his mindset and formula for success with exponential growth. We are all capable of so much more than we realize!
After you listen to this latest episode of PodPlus, you will know exactly what you need to do and how to get started, build momentum, and maintain momentum.
Let’s apply Tom’s wisdom from this episode to Crush the rest of 2022 and beyond!


Episode 98: LTA: Interesting New Planning Opportunities to take your LTC Production to the CRUSH Level

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Tom and I are excited to release this timely edition of PodPlus! If you are looking for new and creative planning opportunities to serve your current and existing clients, this episode is a can’t miss! Over the past several weeks, Tom has invested 17 hours into curating the vast stores of information available to us on how to think about the introduction of the LTA product.
In this episode, Tom shares what it is, where it is a fit, how clients view it, how he personally views it, and several opportunities available to us all, regardless of what stage of the business we are in.
Are you ready to CRUSH?


Episode 99: Alter Your Career Trajectory with Social Prospecting

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Have you ever wondered how you can “skip the line” as Tom says with regard to prospecting up? In this brand new PodPlus, Tom shares the mindset needed along with what to say in any social setting—whether you meet a billionaire, someone at the gym, or on an airplane. This social prospecting strategy is a key way to accelerate your growth with a strategy that is in addition to everything else you are already done and happens at places you are already going. Tom shares how to get this right—not aggressive or pushy, yet very strong. This episode has transformative power to help you get to the next level of crush!