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Ep. 398: Simplify Your Client Touchpoints (with Sean Carpenter)

 Customer Touchpoints The Key to Referrals and Repeat Business Key idea: Practice and implement the fundamentals. Do the things you know you should do (because they work!), do them well, and do them consistently. That’s the way you win loyal clients who will refer you time and time again. This week on Stay Paid,… Read more »


How to Prepare During a Bull Market

The economy has come a long way since the recession. Agents should be enjoying the increase in business that comes with a more stable housing landscape and stronger buying power. While we’re all benefitting from the long upswing, we have to keep in mind that it can’t possibly last forever. We’ve been in a bull… Read more »



Ep. 181: Why Andy Dane Carter Tripled His Marketing Budget

 If You Want to Build Brand Recognition, You’ve Got to Stay in the Game The two questions listeners of Stay Paid most often ask are, “How do I consistently get leads?” and “How do I become a top producer?” Our answer to both questions is always the same, and it’s amazing (and gratifying) how… Read more »


A+ grade on school paper with a gold star and handwritten "great work."

How Financial Advisors Can CONSISTENTLY Get Referrals and Recommendations

It seems odd, but there are some financial advisors and other financial professionals who are reluctant to ask for referrals. Whether they consider asking for a referral to be tacky, “sales-y,” or unprofessional; or they are shy about making the request; or they don’t want clones of their existing clients; or they are unsure about… Read more »


7 Costly Mistakes Everyone Makes with Direct Mail Marketing Campaigns

Congratulate yourself on making the decision to start using direct mail! Direct mail is a marketing tool that, unfortunately, some business owners don’t believe in.  But you know better! Still, you do need to take some care when using direct mail. Specifically, you want to avoid these seven costly mistakes when planning your direct mail… Read more »


Ep. 189: Maximize Your Facebook Advertising with Grant Wise

 Dynamic Remarketing How to adjust your Facebook marketing strategy to include video in your remarketing campaign and multiply lead conversions. Here’s an intriguing question: How do you get in front of your audience without calling, texting, or emailing them? Grant Wise is the president and co-founder of Witly, a client generation software for real… Read more »


2023 Financial Advisors’ Guide to Client Gifts Under $100

Updated September 21, 2023 A dollar isn’t worth what it used to be, but try telling that to the Financial Industry Regulatory Authority (FINRA). It’s been nearly 30 years since the FINRA gift rule last adjusted the client gift allowance from $50 to $100. For a financial advisor restricted to such a piddly amount, finding… Read more »


Ep. 177: Top Producer Builds Her Network Through Philanthropy

 How to Get Clients and Build Your Network Through Philanthropy If you’re an entrepreneur, then one of your constant concerns is how to get clients. At ReminderMedia, we believe the best way to get clients is to build and nurture relationships with them outside the business arena. And a great way to do that… Read more »



Ep. 139: Moses Hall–Network Your Way to the Top with Moses Hall

 Moses Hall started his real estate career in 2014 as a licensed REALTOR®, specializing in commercial investment property acquisitions and commercial real estate disposition. In January 2019, he launched MoHall Commercial & Urban Development, where his focus is redevelopment through commercial real estate and investment properties. Through collaborative efforts, Moses’s ultimate goal is to… Read more »


Ep 129: Eric Siu – Create Exponential Growth with Your Marketing

   Eric Siu is the CEO of the digital marketing agency Single Grain and cofounder of ClickFlow, an SEO tool that is saving businesses time and tracking their revenue. He’s also the cohost of the Marketing School podcast with Neil Patel, and host of the Leveling Up podcast, which are aimed at helping people… Read more »