Liz Briggson is the Director of Education and partnerships at Encoursa. Encoursa is an industry-leading online learning platform designed for CPAs and the companies who serve them. They specialize in demand generation webinars designed to enhance your content marketing strategy and are a NASBA-approved sponsor of continuing professional education (CPE) credit for CPAs.Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. What you’ll learn from this episode:How Liz transitioned from working in corporate finance to starting her own businessHow a financial advisor can successfully build relationships with CPAs that are based on trustWhy creating a program that allows CPAs to earn continuing education credit is an important element to consider How to monetize in a way that's natural and leads to both the short term and longer-term outcomes that you seekHow it’s important to think more about defining a niche based on something you're passionate about instead of geographyHow Liz partnered with The Due Diligence Project to create a very successful virtual summit with a 60-70% show-up rateResources Discussed:The Due Diligence Projecthttps://encoursa.com/present-with-usConnect with Liz Briggson:Website: https://encoursa.com/LinkedIn: https://www.linkedin.com/in/lizbriggsoncpa/Email: liz@enoursa.comSupport the show (https://www.milliondollarproducershow.com)

Million Dollar Producer Show

017: A Powerful Way to Build Relationships and Trust in the Finance Industry - Liz Briggson

Mike Jesowshek is the Founder of Jetro, a modern day, innovative accounting firm servicing small business owners across the country. Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. What you’ll learn from this episode:Mike’s experience niching down (to attorneys and fitness studios)His insights into using podcasting as a marketing toolHow he has been operating a digital CPA firm for the past 7 yearsHis partnership with the Virtual Family Office (VFO) Hub to provide sophisticated tax planning solutionsResources Discussed:Virtual Family Office (VFO) HubConnect with Mike Jesowshek:Website: www.JETROtax.comLinkedIn: https://www.linkedin.com/in/mikejesowshek/Podcast: https://podcasts.apple.com/us/podcast/small-business-tax-savings-podcast-jetro/id1377376636Support the show (https://www.milliondollarproducershow.com)

016: Key Insights Into Effectively Niching Down - Mike Jesowshek

Tim Mitrovich is the CEO and Chief Investment Officer of TEN Capital where his primary responsibility is designing the firm’s vision for delivering an industry leading client experience. TEN Capital’s reputation is quickly growing as a thought leader based on how it combines technology, various media and its numerous industry partnerships to engage and empower its clients with greater clarity and purpose as they build wealth utilizing top strategists from around the world.Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. What you’ll learn from this episode:Why their philosophy is to focus on the individuality of the clientHow weekly video or written contacts and a 26 client annual event helps to serve clientsHow a team-approach, united in a common philosophy and set of values, offers a diverse, well-rounded experience for the clientHow technology helps keep in touch with clients in order to meet their individual needsHow regular videos on YouTube and iTunes add an additional method of communicationHow an annual social event with no sales pitches or self-promotion allows both potential and current clients to know the team betterConnect with Tim Mitrovich:Website: https://www.tencapital.com/LinkedIn: https://www.linkedin.com/in/timmitrovich/Email: tim@tencapital.comPhone: 509.325.2003Support the show (https://www.milliondollarproducershow.com)

015: Going From $80 Million to $800 Million AUM - Tim Mitrovich

Josh Patrick is a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, serial entrepreneur, and writer. He is also founder of The Financial Freedom Project, The Sustainable Business, and AskJoshPatrick.  Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. What you’ll learn from this episode:Why Josh recommends “Book Yourself Solid” to his clients and believes it’s the best book on marketing out thereHow marketing and sales are two completely different activitiesHow public speaking and podcasts build a rapport with listeners which leads to business connectionsWhy Josh considers mistakes beneficialHow to gain business by being known as an expert and identifying a problem you can help fixHow sustainability is about creating excess cash in a businessWhy being on a podcast increases businessWhy it’s beneficial to start a podcast or project when only 70% readyHow podcasts can repeat topics by discussing many different approachesResources:Book Yourself Solid by Michael PortSustainable by Josh PatrickConnect with Josh Patrick:Website Linkedin Twitter  Connect with Paul G. McManus at:LinkedIn WebsiteSupport the show (https://www.milliondollarproducershow.com)

014: Build a business with a narrow focus to become the best - Josh Patrick

Dr. Aprille Trupiano, CEO of AT International, has worked with business owners around the globe for 15 years - focusing in the US particularly in the financial services, mortgages, and insurance (Life Insurance, P&C Insurance, Health Insurance) - to blow the lid off their business. After using her proven proprietary systems, clients say they make more money than ever before (without working harder) and have more fun doing it! They spend more time doing what they truly love to do - both in their business and in their lives outside the business. Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. What you’ll learn from this episode:How Dr. Aprille Trupiano chose to go down this path and what moment defined who she is today.How AT International helps its clients increase revenue and what process is typically taken to help them create those results.Why 74% of advisory firms close their doors by attrition, not outlasting their owners.What Aprille’s insights are about retaining and attracting high-quality women into the business.How to measure the ROI when investing in yourself and your team. Important advice on how to smartly make the transition from solo entrepreneur to CEO.Connect with Dr. Aprille Trupiano at:WebsiteLinkedInEmail: Aprille@aprilletrupiano.comThe Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high-value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:LinkedIn - https://www.linkedin.com/in/paulgmcmanus/Website: https://milliondollarproducershow.com/ Support the show (https://www.milliondollarproducershow.com)

013: Shifting from solo entrepreneur to CEO of your company - Dr. Aprille Trupiano

Jamie L. Mendelsohn has presented nationally on the topics of increased longevity, policy appraisals, and life settlements. She has been published in Trust & Estates and Society of Financial Service Professionals. She is the Executive Vice President of Ashar Group, an independent life settlement resource for financial professionals and fiduciaries. What you’ll learn from this episode:How Ashar Group specializes in life settlements, also called secondary market valuations.  How they partner with advisory teams to appraise existing life insurance policies and their prospective sale, especially high net worth policies   How an increasingly older population has changing life insurance needsHow Jamie speak across country to educate fiduciary advisors about life settlementsHow before a agent’s client surrenders a high end insurance policy, the agent should contact Ashar Group to review best optionsHow learning about life settlement options is an opportunity for advisors to deepen relationship with client and prospectsHow by interacting with Ashar, an agent can be seen as an expert in all things related to life insurance when a client has major life changesHow life insurance is not just a death benefit, but the ability to assign can create liquidityWhat an advisor’s compensation is when working with AsharHow Ashar creates a competitive bidding situation that ensures the highest value for the client’s policyWhy it’s important to have a policy appraised before surrendering itHow Investors buy life settlements the same as oil or gas investmentsResources:Tax Adviser Article | Spotlight on Life Settlements: Getting the Best Value Life Settlement Broker V. ProviderTrust & Estates Tax ArticleConnect with Jamie Mendelsohn at:WebsiteLinkedInEmail: jamie@ashargroup.comSupport the show (https://www.milliondollarproducershow.com)

012: Life Settlements: A Peek Behind The Curtain - Jamie L. Mendelsohn

011: Simplifying The Employee Benefits Process For Employers - Amy Evans

In this episode we interviewed Michael Moore, Owner of CDP Insurance Services.Key Facts We Discussed- Michael started out in a small brokerage firm at the beginning of his career- He eventually became the West Coast Sales Vice President of Wintrust before starting his own business- Michael has worked in the life insurance business for 23 years and the premium finance business for 15 yearsKey Questions We Asked- Who are the ideal clients for premium finance?- What are the problems that premium finance can solve?- What is Michael’s role in the premium finance interaction and transaction?- How is premium finance beneficial for the client, the agent, and Michael?- How should agents go about finding these ultra-high net worth clients?- What advice does Michael have for agents?Key Tools- CDP Insurance provides educational materials and Michael is always available to as a resource to their clients- Start with a center of influence such as a CPA or attorney- Know what you are talking about- Don’t try to elephant hunt, but rather keep premium finance in your back pocket if the right client comes alongYou can connect with Michael at:https://www.cdpinsurance.com/(949) 923-7260The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:LinkedIn - https://www.linkedin.com/in/paulgmcmanus/ Website: https://milliondollarproducershow.com/ Support the show

010: Dramatically increase your target premium using Premium Financing - Michael Moore

In this episode we interviewed Gina C. Wells, Owner of Advanced Capital Group.Key Facts We Discussed> Gina has been in the life insurance business for 25 years and a career agent with Ohio National during that time> How she struggled during the first five years of her career and how she discovered the secret for herself to turn it around> She currently has 150 million dollars of death benefit in force> 90% of her revenue is from life insuranceKey Questions We Asked> What did she do to be able to successfully position herself to sell life insurance and make it 90% of her revenue.> Is there a magic bullet to being able to sell whole life insurance successfully> How she is using LinkedIn to create a consistent flow of new prospects> Her full sales process - from generating a lead on LinkedIn, to advancing the sale, and closing the case> Best advice for new or struggling life insurance agents.Key Educational Tools She Uses as Part of Her Marketing and Sales Process> Million Dollar Producer LinkedIn Program> SMART Retirement with Matt Zagula> Circle of Wealth Money Trax> LEAP> Truth Concepts> Infinite BankingYou can connect with Gina at:LinkedIn: https://www.linkedin.com/in/ginacwells/Website: advanced-capitalgroup.comThe Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:LinkedIn - https://www.linkedin.com/in/paulgmcmanus/Website: https://milliondollarproducershow.com/Support the show

009: Successfully Marketing & Selling Whole Life Insurance Using LinkedIn - Gina Wells

In this episode we interviewed Jason Mericle, Founder of https://restrictedproperty.com/. Jason shares with us his story of how is using digital marketing tools to be able to attract an inbound flow of leads of affluent business owners and tax advisors.He also shares how he is using those same tools to be able to speed up the sales process through the use of on-demand webinars that help educate both his potential clients, along with their existing tax advisor.You can connect with Jason at:LinkedIn - https://www.linkedin.com/in/jason-mericle/Website - https://mericleco.com/The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:LinkedIn - https://www.linkedin.com/in/paulgmcmanus/Website - https://milliondollarproducershow.com/Support the show

008: Using Digital Marketing Tools To Attract & Convert Affluent Clients - Jason Mericle

In this episode we interviewed Nancy Brunetti, CEO of Ocean Crest Financial. Nancy shares with us her story of building a $59 million dollar financial services firm (from scratch!) in just 8 years.And how she is today very effectively using both "seminar marketing" and LinkedIn to very effectively grow her practice.You can connect with Nancy at:LinkedIn - https://www.linkedin.com/in/nancybrunetti/Website - https://nancybrunetti.com/The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:LinkedIn - https://www.linkedin.com/in/paulgmcmanus/Website - https://milliondollarproducershow.com/Support the show

007: Building a $59 Million Dollar Financial Services Firm In Just 8 Years - Nancy Brunetti

In this episode, we speak to Buck Adams. A former undercover cop, and now a senior executive at a leading multinational financial services firm that works with more than half of the billionaires in the world.Buck discusses the lessons he learned as a undercover cop such as being able to read someone's body language and how he uses that now to build trust with the the wealthiest people on the planet.You can connect with Buck Adams:LinkedIn - https://www.linkedin.com/in/charles-b...The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:https://www.linkedin.com/in/paulgmcmanus/Connect with Tony Maree Torrey at:LinkedIn - https://www.linkedin.com/in/tonymaree/Website - https://www.thesynergyzone.com/Support the show

006: From Undercover Cop to Working With Billionaires - Buck Adams

In this episode, we speak to Mike Bell, Executive Vice President of First Financial Resources (FFR) and former head of Pacific Life.Mike discusses what it takes to be a top level producer and how FFR helps high-level independent life insurance producers obtain the highest compensation in the industry, by removing the "middleman."You can connect with Mike and First Financial Resources at:LinkedIn - https://www.linkedin.com/in/mike-bell-2b334116/Website: https://ffrmembers.com/The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:https://www.linkedin.com/in/paulgmcmanus/Support the show

005: More Than Just The Commission Club For Top Independent Life Insurance Producers - Mike Bell

In this episode we interviewed Mark Larivee, Managing Partner & Founder Attorney Tax Savings LLC. Mark discusses how he is using LinkedIn to attract high-income attorneys and law firms nationwide.In less than a year he has been able to generate cases worth $1.5 million of target premium, all without ever having to leave his home office in Denver, Colorado.You can connect with Mark at:LinkedIn - https://www.linkedin.com/in/marklarivee/The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:https://www.linkedin.com/in/paulgmcmanus/Support the show

004: $1.5 Million Of Target Premium Generated With Attorneys Using LinkedIn - Mark Larivee

In this episode, we speak to Matt Zagula, FORBES Best Selling author of SMART Retirement. (Strategic Movement Around Retirement Taxation)Matt helped create over $1 BILLION DOLLARS of revenue as a coach/consultant. He has worked with marketing luminaries Dan Kennedy, Frank Kern, and John Carlton, and is a go-to resource for advisors across the country.You can connect with Matt at:LinkedIn - https://www.linkedin.com/in/matt-zagula-7148718/Website: https://www.smartretiree.com/The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:https://www.linkedin.com/in/paulgmcmanus/Support the show

003: SMART Retirement & Creating Over $1 Billion Dollars of Revenue - Matt Zagula

The Million Dollar Producer Show™ interviews highly successful financial advisors, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.

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