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Description

This episode focuses on setting ambitious financial goals, particularly earning $200,000 in the next 12 months. Adam and Chris discuss breaking down this goal into smaller, actionable steps and the importance of a daily accountability call to stay motivated and on track. They highlight the value of a 25-minute daily conference call in their insurance business, which helps agents report their production, learn from top performers, and stay connected as a team.

They also emphasize the need for hard work and dedication, avoiding micromanagement, and providing tools and incentives for new agents to succeed. They recommend working long hours, including two "power days" and two Saturdays per month, especially in the early stages of an insurance sales career. The episode also covers the challenges of reinventing successful business models and the importance of focusing on proven methods

Adam promotes the "Insurance Life and Everything in Between," podcast and his agency, Unity Life Group, which offers training and support for building a successful insurance sales team. Additionally, Adam and Chris discuss the importance of having a consistent flow of leads, providing comprehensive solutions to clients, and setting appropriate draft dates for insurance premiums to ensure affordability while meeting income targets.

Key notes:

  1. Setting ambitious financial goals, such as earning $200,000 in the next 12 months, can be an effective strategy for driving success.
  2. Breaking down annual goals into smaller, actionable steps and using daily accountability calls can help individuals stay on track and achieve their objectives.