Anthony here with an IMO in Canada. I started using the ads examples that were in the school classroom. Very amazing. I've had about two leads come in and two of those leads are very responsive. One of them responded to my texts. They came in last night so I tried calling this morning and they picked up but I sent a message and instead I don't get back to me. Definitely making sure their phone numbers are verified is completely worth it as the leads tend to be more educated based on my conversations with them so far. The first person I've already had a call with them and provided them a quote. After the script now Pavel used, which I used as well, they've agreed to do a follow-up call today at 4:00 p.m. One thing that is very important is to set it to the frame of someone that is not just an insurance agent but like a qualified financial advisor. It's very important. Thank you very much @Pavel Boissonneault Looking forward to more wins with this group

Gene Santos has been in the industry 13 years. He's worked with 3 other marketing companies before. None of them delivered. Within his first 8 small business owner appointments, he turned $4,000 in invested into $37,000 in submitted commissions, and has more cases still working through the pipeline that aren't even counted in that number. His words: "As a business owner and advisor, a 10x return on ad spend is what we're looking for. That's crazy." But the part that stuck with me wasn't the 10x. It was this: He said we're one of the only media companies he's worked with that has a professional process and is genuinely invested in the advisor's success. That's not a scripted testimonial. That's a guy who's been burned 3 times saying it on a live call without being asked. Here's what I think most advisors get wrong about lead generation: They look at the first month's ROI in isolation. This advisor gets it, he's not just measuring cash-on-cash return. He's measuring the new cold market he now has access to. Every business owner he meets through us is a door to referrals, investment planning, group benefits, estate work. The $37K is the floor, not the ceiling. That's why he's already referring 4 other advisors from his network to us. His exact words: "They're seeing the success I'm having. If I'm putting my money where my mouth is and getting results, they want to do it too." Here's the full 4-minute clip if you want to hear it straight from him: [YouTube link] If you've been thinking about adding qualified business owner appointments to your calendar, we should talk!

Our financial progress lives in the gap. Meaning, that space between what comes in and what goes out. A lot of people are struggling right now, and I have found something to help them structure, strategize, and eliminate debt. What is the temperature like for you all out there and are you seeing a decline in product and investment interest?

I made $4,788 in a day by staying on the phones (actually making dials) and sticking to the script, re-framing and building a WHY… 🙌🏾

You can run quotes all day. You can know every product line. But if you don't follow up, someone else will. Great agents don't leave money (or trust) on the table: ✅ They respond within 24 hours every time ✅ They set a next touchpoint before ending a call ✅ They use a CRM like a pilot uses instruments not optional The system that works 1. Morning: Review your open tasks (quotes pending, documents missing, calls promised) 2. Afternoon: Reach out to 3‑5 past clients just to check in (no sales pitch) 3. Evening: Log every conversation while it's fresh This week's challenge Pick one client or prospect you've been meaning to follow up with for over a week. Contact them today. Comment below with · How long you'd been putting it off · One word for how it felt to finally do it Small habit. Big difference. Let's hold each other accountable.