In this episode of the 8 Figure Agent Podcast, hosts Jared Larsen and Matt Walker, dive deep into the critical distinctions between marketing and sales within the financial services industry. They explore the misconceptions around these terms and outline how understanding the differences can lead to remarkable success. The discussion covers building compelling marketing messages, aligning them with sales strategies, and how AI and evolving technologies are changing the landscape. Packed with real-world examples and expert insights, this episode is a must-listen for anyone looking to elevate their career in the financial sector.

00:00 Welcome to the 8 Figure Agent Podcast

03:55 The Role of a Marketer in Financial Services

08:34 The Evolution of Marketing with Technology

13:46 Aligning Marketing and Sales for Success

23:19 Intentional Selling: Building Trust and Closing Deals

28:19 Conclusion and Next Steps

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Recorded & Produced by: SB Studios

Join hosts Jared Larsen and Matt Walker on the 8 Figure Agent Podcast as they delve into the powerful tool of gap analysis. In this episode, they explain how to identify gaps in business, reverse engineer success, and create a roadmap for achieving your goals. Using personal and professional examples, they highlight the importance of clear goals, honest assessments, actionable steps, and the role of accountability in driving business success. This insightful discussion is a must-listen for anyone in the financial services industry looking to elevate their career.


00:00 Welcome to the 8 Figure Agent Podcast
01:23 Understanding the Gap Analysis Tool
05:19 Applying Gap Analysis in Business
09:14 Building a Successful Business Strategy
14:16 Taking Action and Accountability
23:00 Encouraging Creativity and Competition


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Recorded and Produced by SB Studios

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Recorded & Produced by: SB Studios

In this powerful episode of the 8 Figure Agent Podcast, hosts Jared Larsen and Matt Walker welcome guest Levi Gurno. Levi shares his inspiring journey from struggling with self-doubt and adversity to becoming an accomplished motivational speaker, father, husband, and entrepreneur. Discover how Levi's commitment to completing an Ironman triathlon transformed his life, teaching him valuable lessons about perseverance, faith, and doing hard things. Tune in to learn about the importance of taking ownership, surrounding yourself with the right people, and embracing the process of personal growth and change.

00:00 Introduction
03:26 Levi's Early Life and Struggles
09:54 The Turning Point: Committing to Change
12:37 The Ironman Challenge: A Path to Transformation
27:13 A Life-Changing Decision
33:15 Race Day Preparations
40:38 Shifting Your Mindset
50:46 Final Thoughts and Contact Information


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Follow us on Instagram: https://www.instagram.com/swivelcrm/

#8figureagent #mindsetmatters

Recorded and Produced by SB Studios

Thanks for listening! Follow and subscribe where ever you get your podcasts!

Recorded & Produced by: SB Studios