kill-prospects-with-kindness-during-a-sales-call

Kill Prospects with Kindness During a Sales Call

Kindness is a trait that we all aspire to possess. Whether it’s to our friends and family or to random strangers, being courteous can not only make us feel better about ourselves, but also help us get further in life. However, when it comes to a cutthroat industry like sales, compassion oftentimes gets thrown out… Read more »


A workstation is set up with multiple tech devices

Top 3 Ways Real Estate Agents Can Leverage Technology

When you’re looking to build a sustainable real estate practice, systems are incredibly important. And I always say, the best system is the system you use 100 percent of the time. The key is in committing to whatever you choose and tailoring it to suit your business. Some real estate agents rely on technology more… Read more »


Stay Paid - Where do transactions come from in your business?

Ep. 93: How to Build a Referral Generating System in Your Business

  Have you ever looked at a top producer and thought, “I work so hard— how does this person close more deals than me?” Today on Stay Paid, Luke and Josh talk about how you can build a system that will get you more business as you work smarter, not harder. Key Points: Connect consistently… Read more »


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How to Create a LinkedIn Business Page [Updated]

Updated April 2022 When you’re a service-based sales professional, such as a real estate agent, financial advisor, insurance broker, or lawyer, LinkedIn offers a tremendous opportunity for you to make valuable connections that will result in new business and referrals down the line. It’s hard to beat it as a place to grow awareness of… Read more »


How Financial Advisors Can Connect with Retireees

How Financial Advisors Can Connect with Retirees

It’s no surprise that financial advisors are eager to work with retirees. When it comes to finding a group of people who have accumulated enough wealth to warrant the services of a financial advisor, retirees are probably the most logical to target. Retirees control a lot of wealth in the United States, and they are… Read more »


An investor clients looks into the camera

How to Retain Investors While Spending Less Money

When it comes to separating great financial advisors from decent financial advisors, returns aren’t always the most important factor. Sure, if you are losing client money, then you won’t be able to retain anyone. But the thing that matters most when it comes to maintaining and growing your book of business is client satisfaction. If… Read more »


A dollar bill is posed in front of a brick wall

Outside-the-Box Lead Gen Strategies for Financial Advisors

Lead generation is a hot topic for any service-based sales professional, and financial advisors are no exception. For any FA who wants to consistently grow their assets under management, dialing in lead generation can be the fastest way to achieve and maintain that growth. Marketing is often a make or break practice. If your methods… Read more »


How Dunbar's Number Relates to Financial Advisors

How Dunbar’s Number Relates to Financial Advisors

How many meaningful relationships do you have? And how many are with your clients? The Dunbar number refers to a study conducted by Robin Dunbar in the 1990s, which states that humans of average sociability are capable of maintaining about 150 stable relationships. Dunbar defined these relationships as “the number of people you would not… Read more »


How to Be a Top Producer and Still Take a Vacation (with Tony Ray Baker)

Ep 101: How to Be a Top Producer and Still Take a Vacation (with Tony Ray Baker)

  Tony Ray Baker is a top-producing agent from Tucson, Arizona, with 25 years of experience. He’s maintained a successful real estate practice while never forcing himself to work weekends or foregoing a vacation. Today on Stay Paid, Tony discusses how he built a business that thrives on referrals and repeat transactions. Key Points: Find… Read more »


The Top 3 Things Your Impression Piece Should Accomplish

In business, it’s one thing to make a great impression with clients and prospects, but do you have a piece that’s going to create an impression that lasts? In today’s Above the Noise, Josh breaks down what an impression piece is for your business and the top three things it should accomplish. Video Transcription Hi… Read more »


Tips for Creating a Personal Brand on Social Media

Tips for Creating a Personal Brand on Social Media

Here’s the thing about personal brands: You have one, whether or not you think you do. And if you don’t define it for yourself, then other people will. From my own observation and experience, here are the four steps to creating a strong personal brand on social media—the kind that will help you make better… Read more »


The Routines I Do Every Day

My Daily Routines (and Why I Do Them Without Fail)

As the cohost of the Stay Paid podcast, I get to have some awesome conversations with top producers from fields like real estate, financial services, and insurance. While no two paths to the top are identical, one thing a lot of these people have in common is discipline. They all have certain approaches and habits… Read more »