Apex Broker Edge

Filip Lundstedt and Taton Wells
  • 5.0 (9)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY
Apex Broker Edge

The Apex Broker Edge is the podcast for insurance brokers & agents and agency leaders who are not satisfied with second place. Learn client retention, sales, and leadership skills from top-performing agents that you can replicate to build a predictable and profitable career as the #1 insurance agent. Expect to learn strategies you can’t find with a Google search. Our mission is simple: to be your #1 resource for no-nonsense advice so that you can become the top producer at your agency. Subscribe now to uplevel your skills as an insurance agent. Being second place ends now.

Episodes

  1. MAY 28

    Mastering Follow-Up: The Key to Client Retention and Revenue Growth

    Podcast Episode Synopsis: "Stop Leaving Money on the Table"Hey there, listeners! In this episode of the Apex Edge podcast, we delved into a crucial topic that can significantly impact your revenue and client retention - "Stop Leaving Money on the Table." I shared three key strategies that can help you maximize your earnings and strengthen your relationships with clients. First and foremost, I emphasized the importance of asking more questions during client interactions. By asking insightful questions, you can uncover valuable insights, build trust, and tailor your offerings to meet their specific needs. The "rule of 22" was highlighted as a guideline to break down barriers and establish a deeper connection with clients. Next, we discussed the significance of a robust follow-up strategy. Effective follow-up is essential for maintaining engagement, addressing concerns, and ultimately closing deals. Whether it's through phone calls, emails, or CRM systems, consistent and frequent follow-up can make a significant difference in your success rate. The highlight of the episode was the introduction of the "30-60-90 rule," a powerful technique to enhance client value and increase revenue. By presenting clients with options to enhance their insurance coverage at varying price points, you can upsell additional products and services effectively. This rule can transform a routine renewal into a substantial opportunity for growth. Throughout the episode, we emphasized the importance of implementing these strategies consistently and leveraging tools like CRM systems to streamline your processes. To help you kickstart your journey towards maximizing your earnings, we offered a special gift of a 30-day free trial of our CRM system, Apex Edge. By incorporating these strategies into your practice, you can elevate your client interactions, boost your revenue, and solidify your position in the industry. Remember, it's not just about making more money; it's about creating lasting relationships and providing exceptional value to your clients. Thank you for tuning in to this episode of the Apex Edge podcast. Don't miss out on the opportunity to take your business to the next level with our exclusive offer. Click the link below to claim your 30-day free trial and start transforming your approach to client management. Stay tuned for more valuable insights and tips in our upcoming episodes.

    28 min

  2. MAY 21

    Unlocking Six Figures: The Broker's Blueprint for Success

    Podcast Episode Synopsis: "Unlocking the Path to Six Figures in Brokerage"Hey there, fellow brokers and agents! In this episode of the Apex Edge podcast, we delve into the key reasons why you might not have hit the coveted six-figure mark in your career yet. But fear not, because we're here to break down these barriers and provide you with actionable steps to change your trajectory in 2024. First and foremost, we address the importance of outreach. Are you reaching out to your workable leads consistently? Are you engaging with your doctor and broker partners effectively? The key takeaway here is to ramp up your outreach efforts to maximize your potential for success. Next, we tackle the issue of busyness. Are you filling your calendar with meaningful appointments, events, and meetings? It's crucial to stay active throughout the day and prioritize income-generating activities to propel you towards that six-figure goal. Lastly, we discuss the significance of where you spend your time. Are you investing in opportunities that will elevate your career? Whether it's joining masterminds, networking at industry events, or simply being present in the right environments, your free time should be utilized strategically to attract more business and add value to your clients. As the host of the Apex Edge podcast, I, Philippe Lundstedt, share my journey to achieving multiple six figures annually through renewals. I emphasize the power of systems, consistency, and mindset in reaching your financial goals as a broker or agent. To help you kickstart your path to success, we're offering you a complimentary 30-day trial of our CRM system, Apex Edge. This tool will streamline your client management and business growth, setting you on the right track towards six-figure earnings. Remember, it's all about maximizing your outreach, staying busy with income-generating activities, and strategically investing your time to unlock the doors to financial success in the brokerage industry. So, seize the opportunity, take action, and let's elevate your career together! Thank you for tuning in to the Apex Edge podcast, where we empower you to reach the top 1% in your region or area. Stay tuned for more valuable insights and resources to help you thrive in the competitive world of brokerage.

    27 min

  3. MAY 14

    Maximizing Your Marketing Dollars: Insider Tips for Insurance Brokers

    Podcast Episode Synopsis: "Maximizing Your Marketing Dollars as an Insurance Broker"Hey there, fellow insurance brokers! In this episode of the podcast, I delve into the strategies and tactics that have allowed me to 4X my marketing dollars and significantly boost my business. I share insights on how to leverage everyday resources to triple your marketing budget effectively. The episode covers three key topics that are essential for any insurance broker looking to amplify their marketing efforts: Local Doctor Groups: I emphasize the importance of building relationships with local doctors and doctor groups. These connections can be a goldmine for referrals and partnerships, ultimately leading to increased business growth.Local Insurance Companies: Identifying and collaborating with local insurance companies is crucial for expanding your reach and diversifying your product offerings. Building strong relationships with insurance partners can lead to co-op marketing opportunities and increased marketing budgets.Local Community Initiatives: Engaging with the local community through events, clubs, and volunteer opportunities can be a powerful way to connect with potential clients and establish your presence in the area. By being active in the community, you can build trust and credibility, ultimately driving business growth. I share personal anecdotes and practical tips on how to navigate these three key areas effectively, highlighting the importance of consistency, relationship-building, and adding value to your partners. By tapping into these resources and implementing strategic marketing tactics, you can significantly enhance your marketing efforts and drive business success. To further support your journey in maximizing your marketing dollars, I offer listeners a special gift - a free 30-day trial of our CRM system, Apex Edge. This tool is designed to streamline your business operations, enhance client management, and boost your overall efficiency. Take advantage of this opportunity to elevate your business and unlock its full potential. Thank you for tuning in to the podcast, and remember, by investing in your relationships with doctors, insurance companies, and the local community, you can pave the way for substantial growth and success in the insurance industry. Click the link below to access your free 30-day trial of Apex Edge and embark on a journey towards transforming your business into a thriving money-making machine. Let's make 2024 your year of unprecedented success!

    22 min

  4. MAY 7

    The Green Envelope Hack: Transforming Client Engagement Overnight

    Six Figure Retention Secrets: The Power of a Green EnvelopeHey there, listeners! In this episode of the Apex Edge podcast, I am thrilled to share with you an unbelievable retention secret that has transformed my business. I spent $180,000 to learn this secret, so you don't have to. The key takeaway from today's episode is the power of a simple green envelope in boosting client engagement and retention. I learned this game-changing strategy from my mentor, Tim Ramek, who emphasized the importance of standing out in a sea of white envelopes. By using a Christmas green envelope, I saw an overnight transformation in client engagement. People were not only opening my mail but eagerly anticipating it. This small change made a significant impact on my retention rates. But the green envelope is just the beginning. The real magic lies in the message you send to your clients. By providing value and setting clear expectations consistently and frequently, you can build trust and strengthen your client relationships. I shared a strategic approach to crafting messages that add value and resonate with your audience, focusing on topics like cancer prevention and insurance benefits. Consistency and frequency are key in maintaining client engagement. By staying in touch regularly and offering valuable insights, you can position yourself as a trusted advisor in your clients' lives. I emphasized the importance of setting expectations and following through on them to build long-lasting relationships. As a special gift to our listeners, I am offering a template for a postcard system through SendOutCards, a powerful tool for automating personalized card sending. This system, combined with the green envelope strategy, can revolutionize your client communication and retention efforts. Additionally, you can access a 30-day free trial of our CRM, Apex Edge, to streamline your business processes and attract more clients. So, don't underestimate the power of a green envelope and strategic client communication. Take the leap, try out these techniques, and watch your retention rates soar. Thank you for tuning in to the Apex Edge podcast, and remember, consistency, value, and a touch of creativity can make all the difference in retaining your clients and growing your business.

    19 min

  5. APR 30

    The Ultimate Sales Strategy: 30-60-90 Rule and Money-Back Programs

    Podcast Episode Synopsis: Unleashing the Infinity StrategyHey there, listeners! In this episode, we delved into a game-changing strategy that will revolutionize the way you approach sales and client retention. We explored the concept of the "Infinity Strategy," a method that not only adds value to your clients but also ensures long-term loyalty and financial benefits for both parties. The 30-60-90 Rule:We kicked off the episode by discussing the importance of the 30-60-90 rule. Coined by the brilliant Galen Hendricks, this rule emphasizes the significance of offering multiple products to every client you meet. By stacking the sale with various products, you not only increase your revenue but also establish a deeper connection with your clients, making them more loyal to you. Essential Products for the Strategy:Next, we dived into the specific products that should be included in the 30-60-90 strategy. From hospital indemnity and health matching accounts to cancer policies and critical illness coverage, we highlighted the key products that provide immense value to clients and enhance their overall insurance coverage. Handling Money-Back Advantage Programs:The crux of the episode revolved around properly handling money-back advantage programs, leading to the creation of the "Infinity Strategy." We introduced the concept of Health Matching Accounts (HMA), a unique tool that not only refunds a portion of the client's Medicare expenses but also grows over time, providing a surplus of funds for future healthcare needs. The Infinity Strategy:The Infinity Strategy is all about leveraging the HMA to create a sustainable financial plan for clients. By strategically utilizing the surplus funds from the HMA, clients can secure their future healthcare expenses, ensuring they have a safety net for any unforeseen medical costs. This strategy not only benefits the clients during their lifetime but also allows them to pass on the benefits to their heirs, creating a legacy of financial security. Free Gift and Conclusion:To help you implement the Infinity Strategy effectively, we are offering a free training on HMA contracting. This training will equip you with the knowledge and tools needed to incorporate this innovative strategy into your sales approach. Here's to your health and financial well-being – let's embark on this journey together and unlock the infinite possibilities that lie ahead! Don't miss out on this game-changing strategy – click on the link to access your free training and start transforming your sales approach today. Cheers to a prosperous future!

    34 min

  6. APR 24

    The Power of Consistency: Growing Your Insurance Business

    Podcast Episode Synopsis: "The Three Key Elements to Success in the Insurance Industry"I am thrilled to share with you the key elements that can transform your success in the insurance industry. In this episode, I delve into my personal journey as a broker and agency owner, reflecting on the strategies and mistakes that have shaped my career over the past decade. I emphasize the importance of nurturing client relationships, highlighting the significance of consistent communication and value addition. Through automation and personalized touch points, brokers can cultivate a loyal client base and turn them into fans who advocate for their services. Furthermore, I stress the impact of networking on business growth. Whether through free networking events or paid memberships, establishing connections and learning from industry peers is crucial for expanding one's reach and influence. Lastly, I discuss the significance of time management and strategic planning in business development. By identifying where your business originates and dedicating time to nurture those sources, brokers can create a sustainable growth trajectory and maximize their potential. To empower our listeners, we offer a special gift of 30 days free access to our CRM system, Apex Edge, designed to streamline operations and enhance client management. Join us on this journey to elevate your insurance business and unlock new levels of success. Click the link below to claim your free trial and embark on a transformative experience in the insurance industry. Thank you for tuning in to the Apex Edge podcast!

    26 min

  7. TRAILER

    Welcome to Apex Broker Edge: Your Nonsense Guide To a Multi Six Figure Insurance Lifestyle

    The Apex Broker Edge is the podcast for insurance brokers & agents and agency leaders who are not satisfied with second place.  Learn client retention, sales, and leadership skills from top-performing agents that you can replicate to build a predictable and profitable career as the #1 insurance agent. Expect to learn strategies you can’t find with a Google search. Our mission is simple: to be your #1 resource for no-nonsense advice so that you can become the top producer at your agency.  Subscribe now to uplevel your skills as an insurance agent. Being second place ends now.

    2 min

Trailer

5
out of 5
9 Ratings

About

The Apex Broker Edge is the podcast for insurance brokers & agents and agency leaders who are not satisfied with second place. Learn client retention, sales, and leadership skills from top-performing agents that you can replicate to build a predictable and profitable career as the #1 insurance agent. Expect to learn strategies you can’t find with a Google search. Our mission is simple: to be your #1 resource for no-nonsense advice so that you can become the top producer at your agency. Subscribe now to uplevel your skills as an insurance agent. Being second place ends now.

Information

  • Creator
    Filip Lundstedt and Taton Wells
  • Years Active
    2023 - 2024
  • Episodes
    7
  • Rating
    Explicit
  • Copyright
    © Copyright 2024 Filip Lundstedt and Taton Wells
  • Show Website
    Apex Broker Edge

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