The 8-Figure Agent

Hosted by Swivel CRM

Business Careers Management

Website RSS feed

Episodes

Latest episode

Jan 2025

Language

EN-US

About the show

Welcome to The 8 Figure Agent Podcast! Join Jared Larsen and co-host Matt Walker, CEO of Swivel, the world's most flexible financial services CRM. Every other week, we’ll be talking with 8-figure agents, aspiring 8-figure agents, influential figures, thought leaders, and successful entrepreneurs in the financial industry who have already achieved financial success. During each episode we will explore different topics like wealth-building, investment strategies, leadership, self-development, and so much more. Our main mission with this podcast is to build a community, more than anything. A community where we can empower each other to achieve remarkable success in the financial sector. And, we don’t think you necessarily have to be a professional. We think there will be some great topics here for beginners too. Join Matt and Jared every week as they delve deep into insights and strategies and inspiring stories that will motivate you to reach new heights in your own career and unlock your full potential.

Listen to episodes

19 recent

January 8, 2025Episode 1829 min

Empowerment Through Accountability: Your Path to Success

Join our Community Today: https://bit.ly/3wq67GA Join Jared Larsen and Matt Walker in this episode of the 8 Figure Agent Podcast as they delve into the challenging yet crucial topic of accountability. They discuss how accountability acts as the glue that binds goals to results and share insights on its role in achieving personal and professional success. The episode covers strategies to enhance self-discipline, the importance of choosing the right accountability partners, and practical tips for holding yourself and your staff accountable. Learn how humility, honesty, and a structured approach can lead to remarkable outcomes in your career. Don’t miss their actionable advice, real-life examples, and their call to build a community dedicated to growth and success in the financial sector. 00:00 Welcome to the 8 Figure Agent Podcast 00:31 Introducing Accountability: The Glue Between Goals and Results 07:15 Techniques for Maintaining Accountability 18:13 Holding Staff Accountable: Best Practices 22:41 The Accountability Crux: Victim or Victor? 28:14 Closing Thoughts and Call to Action Follow us on Instagram: https://www.instagram.com/swivelcrm/ #8figureagent #mindsetmatters Music From Soundstripe Inc. : 3DG4ZOFVGDSXIGQA 0CZA4HSSM9UXYOWP Recorded and Produced by SB Studios Thanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios

December 11, 202446 min

Revolutionize Your Brand: Strategies for Financial Growth

Join hosts Jared Larsen and Matt Walker on the 8 Figure Agent Podcast as they have an insightful conversation with Jed Morley, CEO of Backstory Branding. Discover how Jed's expertise has transformed financial services companies, like Swivel, by clarifying their purpose, and refining their messaging to resonate with customers. Learn about the crucial role of branding, empathy, and iterative processes in achieving remarkable business success. Whether you're an advisor or entrepreneur, this episode provides valuable insights on how to elevate your brand and connect with your ideal customers. 00:00 Welcome to the 8 Figure Agent Podcast 00:30 Introducing Special Guest: Jed Morley 00:58 Jed Morley's Background and Career Journey 02:44 The Importance of Branding and Nike's Influence 06:48 The Birth of Swivel: A Branding Journey 11:09 The Role of a Coach in Business Success 13:41 Message Market Fit vs. Product Market Fit 17:46 The Power of a Great Brand Name 22:34 Advice for Financial Advisors on Branding 22:48 Case Study: Rebranding a Financial Advisory Firm 27:22 Identifying Ideal Customers and Brand Messaging 31:26 The Importance of Pruning and Innovation 37:48 The Branding Process Explained 41:56 Final Thoughts and Contact Information Thanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios

September 18, 2024Episode 1629 min

The Crucial Difference Between Marketing and Sales

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 Thanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios

September 4, 2024Episode 1527 min

Achieve Unprecedented Growth Using Gap Analysis

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 Join our Community Today: https://bit.ly/3wq67GA Follow us on Instagram: https://www.instagram.com/swivelcrm/ #8figureagent #mindsetmatters Music From Soundstripe Inc. : 3DG4ZOFVGDSXIGQA 0CZA4HSSM9UXYOWP Recorded and Produced by SB Studios Thanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios

August 21, 202452 min

Transforming Challenges into Triumphs: Levi Gurno’s Ironman Success Story

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 Join our Community Today: https://bit.ly/3wq67GA 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

August 7, 202451 min

The Power of Mindset: Growth, Resilience, and Perseverance

In this episode of the 8 Figure Agent Podcast, hosts Jared Larsen and Matt Walker, delve deep into the importance of mindset in achieving success. Through personal stories and insightful discussions, they explore various types of mindsets, such as optimism, scarcity, fixed, and growth. Highlighting the significance of resilience and the ability to overcome challenges, Jared shares a touching story about teaching his son a strong mindset from a young age. The conversation also touches on how to handle criticism constructively, the value of hope, and the impact of positive thinking in both personal and professional life. Tune in to discover how to develop a mindset that propels you toward remarkable success and empowers you to help others along the way. 00:00 Welcome to the 8 Figure Agent Podcast 01:53 Teaching Growth Mindset to Children 10:02 Embracing Discomfort for Growth 15:44 The Importance of Perspective and Attitude 23:19 Overcoming Setbacks with Resilience 30:49 Mindset and Overcoming Setbacks 38:54 The Role of Criticism in Growth 49:46 Conclusion Thanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios

July 24, 2024Episode 1255 min

The Secrets to Success: Karson Woodmansee on Discipline and Determination

Join hosts Jared Larsen and Matt Walker on the 8 Figure Agent Podcast as they dive into a captivating conversation with the impressive Karson Woodmansee, President and CEO of GalvaCare. Listen to Karson's unique journey from being a young Eagle Scout to pioneering innovative strategies in the Medicare space. Discover his methodical approach to overcoming personal challenges, understanding customer needs, and creating successful business models. This episode is packed with invaluable insights on achieving remarkable success in the financial sector and beyond. 00:00 Welcome to the 8 Figure Agent Podcast 00:38 Introducing Special Guest: Karson Woodmansee 04:04 Karson's Early Achievements: Eagle Scout and Black Belt 13:37 Karson's Journey into Sales and Entrepreneurship 18:00 Karson's Innovative Marketing Strategies 20:17 The Bigger Purpose in the Medicare Space 27:08 Empowering the Underdog: The Birth of GalvaCare 31:42 From Car Sales to Medicare: A Unique Approach 39:10 Personal Struggles and Triumphs: Turning Weakness into Strength 45:49 Final Thoughts and Contact Information 54:40 Conclusion and Farewell Thanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios

July 10, 202439 min

Insights on Niche Markets and Building Strong Relationships with Mike Darrow

In this episode of the 8 Figure Agent Podcast, Jared Larsen is joined by Mike Darrow, a successful insurance agent specializing in the dental market. Mike shares his journey from a college intern to running a full-fledged agency, emphasizing the importance of building relationships, understanding market needs, and adapting strategies. They discuss the parallels between coaching soccer and business, and how Mike leveraged his expertise to carve a niche in the dental insurance industry. Learn how dedication, adaptability, and finding the right opportunities can lead to remarkable success in your career. 00:00 Welcome to the Eight Figure Agent Podcast 02:05 Mike Darrow's Journey into the Financial Sector 11:31 Transitioning from Coaching to Business 19:06 Building Genuine Relationships 19:35 Overcoming Market Challenges 23:06 Adapting to Business Changes 30:12 The Importance of Face-to-Face Interaction 36:19 Advice for Aspiring Professionals 38:12 Conclusion and Contact Information Thanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios

June 19, 2024Episode 1017 min

Meet Jared Larsen: Resilience, Faith, and Overcoming Adversities

In this episode of the 8 Figure Agent Podcast, Matt Walker takes over as host to introduce and delve into the inspiring story of Jared Larsen. Jared shares his journey from overcoming a challenging childhood to becoming an athlete and successful entrepreneur. He discusses the importance of perseverance, hard work, and faith in facing life's adversities. Jared also highlights valuable lessons learned from his son and his life-altering accident, and explains how serving others and practicing gratitude can help overcome unhappiness and fear. Join Jared and Matt as they explore how to unlock your full potential and achieve remarkable success in the financial sector. 00:00 Welcome to the Eight Figure Agent Podcast 00:33 Meet Jared Larsen: Athlete, Family Man, and CMO 01:27 Jared's Early Life and Athletic Journey 02:51 The Ryder Story: A Lesson in Resilience 06:17 College Years and Entrepreneurial Spirit 08:48 Faith and a Life-Changing Accident 14:23 Overcoming Fear and Building Resilience 17:00 Closing Thoughts and Community Building Thanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios

June 5, 202432 min

Hiring and Team Management Secrets for Financial Advisors

Welcome to the 8 Figure Agent Podcast with hosts Jared Larsen and Matt Walker. This episode dives into key indicators for growth in the financial sector, particularly around the crucial topic of staffing. Discover how to identify when it’s time to hire, effective interviewing techniques, and how to onboard staff to build a winning culture. They discuss real-time coaching, maintaining high standards, and fostering an environment where both businesses and individuals thrive. Whether you are struggling with capacity, hiring right, or building a positive workplace culture, this episode is packed with invaluable insights and actionable tips. Don't miss out on ways to elevate your business and empower your team to unlock their full potential. 00:00 Welcome to the 8 Figure Agent Podcast 02:36 The Yo-Yo Effect in Business 04:23 Hiring the Right People 06:41 The Importance of a Structured Interview Process 13:51 Creating a Collaborative Hiring Process 17:34 Building a Positive Workplace Culture 17:53 The Importance of Respecting Staff 18:34 Balancing Rewards and Genuine Care 18:56 Effective Communication with Staff 20:01 The Job Offer: Setting the Right Expectations 21:17 Implementing a 90-Day Plan for New Hires 22:41 Real-Time Coaching: Addressing Issues Immediately 24:03 Role-Playing Effective Coaching Conversations 27:51 Empowering Employees Through Accountability 31:47 Conclusion and Final Thoughts Thanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios