This one's behind-the-scenes. I put Leonardo, one of our senior appointment setters at Preserve Wealth Group, on the podcast. In the last 4 months, Leo has personally spoken to 358 business owners. He booked 81% of them. 78% of the ones he booked actually showed up. The industry average show rate for marketing-generated appointments is 40-50%. We talked about the part of the process most agents never see, the conversation that happens between the ad and the appointment. A few things we got into: — What business owners want in the first 30 seconds of every call — The moment they go from skeptical to engaged — The 3-phase framework Leo uses to qualify and book at 81% — Why disqualifying business owners protects your calendar — How we maintain a 78% show rate when the industry sits at about 50% — The one question to ask any marketing company before you hire them If you've ever wondered why some agents get qualified, committed, prepared business owners on their calendar, and others get ghosted, this episode answers that. — Pavel

I sat down with Joey Lalonde-Rioux, CEO of Preserve Wealth Group, a firm that's booked over 10,000 qualified business owner appointments in the last 12 months, and we went deep on something most agents get completely wrong. Why the agents earning $50K–$100K+ per case aren't better than you. They just market differently. Here's what we covered: — What business owners are actually experiencing with their taxes right now (and why their CPA isn't fixing it) — Why cold outreach and traditional prospecting kills your credibility with this audience — The education-first approach that makes business owners come to you — The specific messaging that gets them to stop scrolling and raise their hand — What happens when a business owner Googles you before your first meeting This episode is free. No pitch, no fluff. Just the framework. If you've ever felt like business owner cases are out of reach, not enough of them, can't find them, don't know how to position yourself, this episode is going to reframe that for you. — Pavel

You hear me talk about cash value life insurance polices for business owners all the time, but what was the largest commission you've made from a single life insurance case in the last 12 month?

Most life insurance agents have no clear plan to scale. They're stuck doing the same thing year after year, hoping something changes. I promise you that this ends today. ✊ I just dropped a new training inside the community that breaks down the exact 5-stage roadmap we've used to help agents go from $0 to $3.5M+ in annual revenue. Here's what you'll learn by watching this video: ✅ Stage 1 (0-$60k/year): How to get your first 5-10 cold prospects/month to buy ✅ Stage 2 ($60k-$120k/year): Building a proven, predictable, repeatable sales process ✅ Stage 3 ($120k-$600k/year): Adding leverage through delegation & moving upmarket ✅ Stage 4 ($600k-$1M/year): Serving higher-paying clients with 5-figure average cases ✅ Stage 5 ($1M-$3.5M/year): Scaling to 6-figure cases while working 20 hours/week And here's the thing most agents miss: You don't need a massive team, fancy offices, or 80-hour weeks to hit 7-figures. You just need the right roadmap. The right clients. And the right systems. 👉 Watch the full training here Fair warning: If you're serious about scaling, this will change how you think about your business. Let's go. Pavel. Fondako Media P.S. — This training also includes the exact free courses (that you have access to, in this community) and programs to master at each stage. No guesswork. Just follow the path.

Hello Insurance Agents University! 4 months ago I shared the exact script we use to book appointments with business owners making $500K-$10M in annual profits. That video blew up. Since then, we've made significant changes to the script based on 4000 additional calls booked, and real feedback & data from the agents using it. This is the updated version. → [YouTube Link] What changed since the last version: ✓ Refined the opening 30 seconds, the part where most agents lose the prospect before they even get started. ✓ Tightened the CPA pre-frame so it actually sticks through the entire sales cycle. ✓ Improved qualifying questions for higher quality appointment and higher show rates. The numbers with these changes: - Over 10,000 qualified appointments booked in 2025 - 66% show rates (industry average is still 40-50%) - $50,000+ in average base premium per case. If you watched the first version, this one will show you exactly what we changed and why. If you didn't, start here, this is the better script. Watch it: [YouTube Link] Then let me know what you think. I read every message. Talk soon, Pavel Boissonneault Co-Founder | Fondako Media & The High Ticket Agent Blueprint P.S. , If you're tired of prospecting entirely and want us to hand you 8+ qualified showed appointments per month with business owners who actually have tax problems worth solving, send me a message on Skool.