The 8-Figure Agent

Hosted by Swivel CRM

Business Careers Management

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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/3wq67GAJoin 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 Podcast00:31 Introducing Accountability: The Glue Between Goals and Results07:15 Techniques for Maintaining Accountability18:13 Holding Staff Accountable: Best Practices22:41 The Accountability Crux: Victim or Victor?28:14 Closing Thoughts and Call to ActionFollow us on Instagram: https://www.instagram.com/swivelcrm/#8figureagent #mindsetmattersMusic From Soundstripe Inc. : 3DG4ZOFVGDSXIGQA0CZA4HSSM9UXYOWPRecorded and Produced by SB StudiosThanks 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 Podcast00:30 Introducing Special Guest: Jed Morley00:58 Jed Morley's Background and Career Journey02:44 The Importance of Branding and Nike's Influence06:48 The Birth of Swivel: A Branding Journey11:09 The Role of a Coach in Business Success13:41 Message Market Fit vs. Product Market Fit17:46 The Power of a Great Brand Name22:34 Advice for Financial Advisors on Branding22:48 Case Study: Rebranding a Financial Advisory Firm27:22 Identifying Ideal Customers and Brand Messaging31:26 The Importance of Pruning and Innovation37:48 The Branding Process Explained41:56 Final Thoughts and Contact InformationThanks 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 Services08:34 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 StepsThanks 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 CompetitionJoin our Community Today: https://bit.ly/3wq67GAFollow us on Instagram: https://www.instagram.com/swivelcrm/#8figureagent #mindsetmattersMusic From Soundstripe Inc. : 3DG4ZOFVGDSXIGQA0CZA4HSSM9UXYOWPRecorded and Produced by SB StudiosThanks 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 Introduction03:26 Levi's Early Life and Struggles09:54 The Turning Point: Committing to Change12:37 The Ironman Challenge: A Path to Transformation27:13 A Life-Changing Decision33:15 Race Day Preparations40:38 Shifting Your Mindset50:46 Final Thoughts and Contact InformationJoin our Community Today: https://bit.ly/3wq67GAFollow us on Instagram: https://www.instagram.com/swivelcrm/#8figureagent #mindsetmattersRecorded and Produced by SB StudiosThanks 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 Podcast01:53 Teaching Growth Mindset to Children10:02 Embracing Discomfort for Growth15:44 The Importance of Perspective and Attitude23:19 Overcoming Setbacks with Resilience30:49 Mindset and Overcoming Setbacks38:54 The Role of Criticism in Growth49:46 ConclusionThanks 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 Podcast00:38 Introducing Special Guest: Karson Woodmansee04:04 Karson's Early Achievements: Eagle Scout and Black Belt13:37 Karson's Journey into Sales and Entrepreneurship18:00 Karson's Innovative Marketing Strategies20:17 The Bigger Purpose in the Medicare Space27:08 Empowering the Underdog: The Birth of GalvaCare31:42 From Car Sales to Medicare: A Unique Approach39:10 Personal Struggles and Triumphs: Turning Weakness into Strength45:49 Final Thoughts and Contact Information54:40 Conclusion and FarewellThanks 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 Podcast02:05 Mike Darrow's Journey into the Financial Sector11:31 Transitioning from Coaching to Business19:06 Building Genuine Relationships19:35 Overcoming Market Challenges23:06 Adapting to Business Changes30:12 The Importance of Face-to-Face Interaction36:19 Advice for Aspiring Professionals38:12 Conclusion and Contact InformationThanks 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 Podcast00:33 Meet Jared Larsen: Athlete, Family Man, and CMO01:27 Jared's Early Life and Athletic Journey02:51 The Ryder Story: A Lesson in Resilience06:17 College Years and Entrepreneurial Spirit08:48 Faith and a Life-Changing Accident14:23 Overcoming Fear and Building Resilience17:00 Closing Thoughts and Community BuildingThanks 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 Podcast02:36 The Yo-Yo Effect in Business04:23 Hiring the Right People06:41 The Importance of a Structured Interview Process13:51 Creating a Collaborative Hiring Process17:34 Building a Positive Workplace Culture17:53 The Importance of Respecting Staff18:34 Balancing Rewards and Genuine Care18:56 Effective Communication with Staff20:01 The Job Offer: Setting the Right Expectations21:17 Implementing a 90-Day Plan for New Hires22:41 Real-Time Coaching: Addressing Issues Immediately24:03 Role-Playing Effective Coaching Conversations27:51 Empowering Employees Through Accountability31:47 Conclusion and Final ThoughtsThanks for listening! Follow and subscribe where ever you get your podcasts! Recorded & Produced by: SB Studios