Providing an Unforgettable Customer Experience

When you’re looking to get as much repeat business and as many referrals as possible, you need to lead with truly exceptional customer service. When I think of the times in my life I’ve experience unbelievable customer service, I remember the businesses that have gone above and beyond—giving me things I didn’t even know I… Read more »

Top 20 Books Financial Advisors Should Read in 2020

We’ve updated our list for 2021. You can find the new list here. If you’re a financial advisor looking to step up your game this year, it’s not only crucial to be open to new ideas but also to continually seek out knowledge. One of the best ways to do this is by reading the… Read more »


How to Market Luxury Real Estate to High-End Clients

What makes marketing to high-net-worth individuals, very high-net-worth individuals, and ultra-high-net-worth individuals (HNWIs, VHNWIs, and UHNWIs) such a challenge is that these elite groups of people are both like and not like those of us who have normal jobs. Now, granted, they’re more unlike the majority of us, but the similarities are worth considering. Luxury… Read more »


Ep. 308: Best-Ever Gift Ideas That Make Clients Feel Like VIPs

 Giving Gifts to Clients How to Turn First Impressions into Lasting Impressions Who should listen: Anyone who wants some sound advice for giving gifts to clients, including ideas for making your gifts exceptionally memorable. Key idea: Best-in-class service suggests giving best-in-class gifts. Your gifts don’t need to be expensive; however, they need to be… Read more »

Ep. 211 Jeff Lerner: Giving away millionaire secrets

 How to Use Retargeting Ads as a Part of Your Digital Marketing Strategy Jeff Lerner is the epitome of the entrepreneur who simply won’t quit. During his interview with Luke and Josh, he explains that he: Dropped out of high school to become a jazz musician … Got fired from his first job after… Read more »


Ep. 26: How to Write Copy that Sells

Powerful sales copy is an intricate part of closing a deal. But, for many service-based sales professionals, writing can seem like a daunting task that no one wants to tackle. In this episode of Stay Paid, Luke and Josh sit down with our very own Digital Designer, Dan Acree, as he provides a framework that… Read more »


Top 3 Direct Mail Marketing Ideas for Insurance Agents in 2022

Insurance is something you pay for that you hope you’ll never have to use. That, in a nutshell, was how my father explained insurance to me when I got my first “real” job. I was trying to decide whether adding long-term disability insurance to my benefits package was worth the pennies (back then) it would… Read more »

What’s the Verdict: Managing Your Online Reviews

“She helped me sell my home in a flash—BEST.AGENT.EVER.” “He was SO unprofessional. Would not recommend working with him to my worst enemy!” Thanks to the advent of the internet, we are able to post anything we want about anyone—lies and truth, good and bad. The long and short of it is that no matter… Read more »

Real estate agent in front of home speaking to a family of mom, dad, young boy, and young girl

How to Get Real Estate Leads in 2020

An exodus from cities wracked by COVID-19 and a growing trend toward new work from home policies are creating big opportunities for real estate agents. My mother always says that if you look long and hard enough, you’ll find something good in every situation. But the COVID-19 pandemic has challenged her fortitude, as well as… Read more »


5 Creative Holiday Marketing Ideas for Agents

You may be one of those real estate agents who figures that holiday marketing is primarily for other small business owners—owners of retail shops or whatnot—but you send your holiday greeting cards anyway because . . . well, it’s the thing to do. But here’s the deal. Done well, creative holiday marketing ideas can lay… Read more »

How New Real Estate Agents Can Get Leads for Free

Updated June 29, 2021 In Part 1 of this 3-part series, discover 8 ways you can get leads for free as a new real estate agent. I see it all the time. New real estate agents doing their best to cope with the expense of starting a new business. As they struggle to find clients,… Read more »

"The best topic is the one you're an expert in" - Jill Addison

Ep 98: The Best Video Marketing Practices for Your Business (with Jill Addison)

  Jill Addison is the founder of FA Client Machine—a turnkey video marketing service designed to help financial advisors attract and retain more clients. Today on Stay Paid, Jill shares video marketing strategies that will help you grow your business, regardless of the industry you’re in. Key Points: When you follow up with video marketing… Read more »