Just Like That. Only Different.

What's Holding You Back from Closing Deals? Coach G’s Cross-Selling Blueprint

In this segment from a CoachG Webinar, discover how to master the art of cross-selling with CoachG’s proven checklist and systematic flowchart. Learn why packaging products into small, medium, and large options simplifies decisions for clients and boosts your sales. CoachG shares how to build rapport, uncover client needs, and ensure every box is checked during an appointment to maximize conversions. This is just a glimpse of what’s included in the full Coach’s Office program, where you’ll find additional tools and training to elevate your sales strategy. __________________ Key Topics Covered: -Cross-Selling Strategy: The importance of packaging products into small, medium, and large options to simplify the client decision-making process. - Client Needs Assessment: Using a fact finder to ensure every client’s needs are fully addressed during appointments. - Flowchart for Sales Success: How a systematic approach helps agents pinpoint where they went wrong and improve outcomes. - Building Rapport: Why asking the right questions at the start of an appointment leads to better client engagement and trust. - Umbrella Packages: Rebranding ancillary products like dental, vision, and critical illness as umbrella packages to make them more appealing and relatable. These elements highlight the actionable strategies discussed in the webinar and direct viewers toward further learning opportunities through the Coach’s Office program. Don’t forget to subscribe for more interviews with top performers from around the world who share their unique insights and success stories!

CEOs Reveal the Shocking Truth About Leadership Investment

In this segment from the CoachG Podcast, Matt Temmen shares the strategies that helped his company transition from selling to scaling. Matt talks about the challenges of building leadership structures, the importance of investing in management, and how maturity models can transform a business. Discover how he built a 9-step career ladder to retain top talent, the power of holding high hiring standards, and the benefits of empowering employees to become partners in their own agencies. This episode is packed with actionable insights for entrepreneurs looking to scale their businesses while maintaining a strong culture.
 
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Key Topics Covered:
- Leadership Structures: The importance of building management teams to scale beyond $3M in revenue.
- Maturity Models: Developing career pathways that show employees how to grow within the company.
- Hiring Standards: Why maintaining high standards in hiring is crucial for scaling without diluting culture.
- Employee Empowerment: Creating opportunities for employees to ascend to leadership roles or even become partners.
- Revenue Growth: How investing in management and structure can double your business revenue.
 
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From 20 to 70 Employees: A Blueprint for Scaling Operations and Leadership

Discover the secrets to building and scaling a high-performing sales team in this deep dive into business operations and leadership dynamics. This video unpacks strategies for structuring growth, motivating employees, and tackling common challenges in scaling operations effectively. Learn how to: - Develop a clear organizational structure for long-term success. - Identify and overcome bottlenecks in recruiting and lead generation. - Leverage innovative marketing strategies like mail campaigns, Facebook ads, and strategic partnerships. - Navigate tough leadership decisions, including hiring, promotions, and addressing misalignment. - With actionable insights and candid examples, this video offers a blueprint for business leaders looking to scale their teams while maintaining operational efficiency.

Turning Rookies into Sales Killers: Medicare Joe’s Proven Process

Join CoachG, Medicare Joe, and Matt Temmen as they dive into the secrets behind a successful agent onboarding process. Medicare Joe explains how his 10-day trial system allows both the company and the potential hires to evaluate fit before moving forward with licensing.
They walk through every step, from shadowing brokers and mastering scripts to learning the client fact-finder process and call-setting strategies. The conversation also highlights how module-based training on the Coach G platform has helped streamline onboarding and create consistent results. Perfect for anyone looking to build a productive, scalable Medicare sales team.
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Key Topics Covered:
- 10-Day Trial System: How potential agents shadow experienced brokers, practice scripts, and evaluate their fit with the company.
- Call-Setting and Fronting: Training agents to set appointments and handle early client interactions during the trial period.
- Use of the Coach G Platform: Leveraging module-based training for consistent onboarding and skill development.
- Evaluation Process: Determining whether new hires are a fit before committing to licensing. Structured Onboarding Timeline: Steps agents take from shadowing to full independence within six weeks.
- Agent Metrics: Measuring success, including average agent output of 50 policies per month. Scaling Training: Recording onboarding processes to create reusable systems that ensure consistent results.
 
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Building a Multi-Million Dollar Agency by Age 30

In this episode, Joseph J. Pate shares his inspiring story of starting in insurance at 19 and growing his agency into a $2M revenue powerhouse. Hear how he overcame challenges, leveraged mentorship, and built a culture-driven team that thrives on collaboration and consistency. Perfect for anyone looking to scale their business, this interview dives deep into strategy, process, and what it takes to succeed.
 
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From Zero to $130M: Lessons from Bold Entrepreneur Chuck McDowell

In this episode of Just Like That, Only Different, Coach G (Chase Gruening) sits down with Chuck McDowell, the founder of Wesley Financial Group, to uncover his incredible journey from humble beginnings to building a $130 million company. 🌟
 
From life lessons in leadership and accountability to the challenges of entrepreneurship, Chuck shares his bold approach to business, personal growth, and overcoming adversity. Learn about his philosophy of "touching the line," scaling businesses, and staying resilient through lawsuits and failures.
 
🔑 Key Highlights: Why accountability is the backbone of leadership. How bold moves helped Chuck fight billion-dollar companies. Scaling Wesley Financial Group to 320+ employees. The importance of personal branding and marketing investments. Lessons on resilience: bouncing back from financial and personal hardships.
 
💬 Key Takeaway: Success isn't about never failing—it's about never quitting. Chuck's journey is a masterclass in grit, determination, and vision.

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
 
Don’t forget to subscribe for more interviews with top performers from around the world who share their unique insights and success stories!