Just Like That. Only Different.

How to Master Client Conversations in Medicare & Financial Planning

Getting the right information from clients can make or break a financial or Medicare planning appointment. In this video, I cover the essential questions that uncover a client’s needs, values, and preferences so we can build a personalized and effective plan.
From health history and current insurance to desired outcomes, mastering these client insights is key to building trust and driving results. Whether it’s Medicare, retirement planning, or annuities, I’m here to share how the right questions can lead to the best solutions.
 
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Key Topics Covered: -Importance of Understanding Client Goals
-Health History as a Foundational Insight
-Client's Current Insurance and Coverage Preferences
-Financial Details and Insurance Needs
-Building Trust and Personalizing the Approach
 
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How to Build A Winning Insurance Sales Team

In this video, we dig deep into leadership, culture, and building a winning team.
Warren Buffett said, "Run your business as if you’ll own it for 100 years," and that's exactly how we approach things. Whether you’re fishing for new clients or attracting top talent, it's about finding and retaining people who resonate with your values and speak your language.
Our team isn’t just a group of agents, we’re a family of driven individuals with sports, military, and leadership backgrounds. The culture we’ve built is competitive, self-motivated, and focused on winning, and it’s a big reason why people are drawn to us without the need for heavy recruiting.
 
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Key Topics Covered:
-Leadership and culture gaps in business
-Building a circle of influence with like-minded people
-The importance of competitive, self-motivated teams
-Recognizing and rewarding your team’s achievements
 
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Lessons in Resilience from the Founder of Insurance Advertising Masters

In this episode of the "Just Like That, Only Different" podcast, join us as Justin Thomas, founder of Insurance Advertising Masters, shares powerful insights on transforming personal challenges into opportunities for growth and leadership.
Justin discusses the importance of self-forgiveness and utilizing our past experiences to not only shape ourselves but also to guide and inspire others in their journeys. Discover how embracing your story can empower you to lead with empathy and wisdom in both life and business. It's not just about overcoming; it's about using what you've overcome to uplift and lead others.
 
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Key Topics Covered:
-Personal Growth and Resilience
-Self-Forgiveness
-Leadership and Influence
-Empathy in Leadership
-Inspiring Others
-Mindfulness and Conscious Growth
-Mentorship and Guidance
 
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Turning Pain into Purpose: Tony Holland’s Road to Greatness

In this episode of Just Like That, Only Different, Tony Holland shares his remarkable journey from a tough upbringing filled with hardships to becoming a successful entrepreneur. He opens up about his early struggles with homelessness, living in a van, and how he overcame the adversity of growing up in an abusive household. In a heartfelt gesture, Tony even bought his mother a house after they reconciled following 20 years of estrangement.
Tony emphasizes the importance of forgiveness, perseverance, and honoring your parents as values that guided him through his darkest times. Throughout the conversation, Tony and host Chase Gruening discuss the power of inner drive, overcoming personal and business challenges, and the lessons learned from a relentless work ethic.
Tony also highlights his passion for helping others break free from generational poverty and build success for themselves. Tune in to hear Tony's inspiring story and how he continues to make an impact in business, life, and helping others on their journey to greatness.
 
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Key Topics Covered:
Overcoming Homelessness and Adversity
The Power of Forgiveness
Inner Drive and Perseverance
Faith and Biblical Values
Giving Back and Mentorship
 
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Scaling Orangetheory Fitness: Leadership Lessons with Terry Blachek

In this episode of the Coach G Podcast, Chase sits down with Terry Blachek, co-founder and one of the original visionaries behind Orangetheory Fitness. Terry shares his inspiring journey from small-town Pennsylvania to scaling a global fitness empire.
They dive deep into Terry’s entrepreneurial roots, the early days of Orangetheory, and the mindset that took him from a phys-ed teacher to a fitness industry legend. From building a brand with guerrilla marketing strategies to understanding the power of culture and leadership.
This conversation is packed with valuable insights for entrepreneurs and leaders alike. Get ready for an authentic, engaging discussion on risk-taking, perseverance, and what it takes to create lasting success.

Episode 1 - Coach Micheal Burt

A raw and unique listen to the life of Americas Coach. Find out what it takes to go from championship basketball coach to world renowned multimillion dollar business coach.