Podcast Episode 151: More Money 2 Market Learn the details of our enhanced 2023 Money 2 Market Initiative, with even MORE money available to help pay for your marketing. And this is on top of any carrier incentive programs to help you grow your

Your 12-Month Marketing Plan

Feb 20th, 2023 45m 53s

Podcast Episode 150: Your 12-Month Marketing Plan What if you could create an entire One-Year Marketing Plan in a single day? In this workshop, you’ll learn how to do just that by using S.M.A.R.T. goal planning to map out your daily, weekly, an

Understanding Generation X

Feb 6th, 2023 56m 22s

Podcast Episode 149: Understanding Generation X Born between 1964-1980, Gen Xers are the “Sandwich Generation” living life between their Boomer parents and Millennial children. Their view of the world was jaded by a number of horrific events, a

$68 Trillion and Counting

Jan 16th, 2023 12m 45s

Podcast Episode 148: $68 Trillion and Counting One of the largest intergenerational transfers of wealth, estimated at $68 Trillion, will transfer over the next 15 years, with $34 Trillion of that likely transferring between 2023 – 2028, mostly

SECURE Act 2.0

Jan 9th, 2023 7m 40s

Podcast Episode 147: SECURE Act 2.0 First Glance Here’s a “first glance” look at the SECURE Act 2.0. Time-sensitive information you need to know as it relates to RMD changes, as well as increases in retirement plan contribution “catch up” limit

The Money Magnet

Dec 26th, 2022 18m 4s

Podcast Episode 146: The Money Magnet Want to know how to attract MORE customers to do business with YOU in 2023? In this episode of INSIGHT with Vision, we share a powerful Money Magnet that will help you do just that. Start the week off right

Tax-Free Exchanges

Nov 29th, 2022 11m 8s

Podcast Episode 145: Missing Opportunities Using Tax-Free Exchanges IRC 1035 allows you to exchange certain types of life insurance and annuities for other policies. Which ones can be exchanged, and to what alternatives? That’s an often overloo

Are You Thinking What They’re Thinking

Nov 21st, 2022 36m 33s

Podcast Episode 144: Are You Thinking What They’re Thinking Start the week off right with Insights from Vision. Check for new episodes on Mondays. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also

Getting to the Top of Your Game

Nov 7th, 2022 36m 33s

Podcast Episode 143: Getting to the Top of Your Game In this installment of the Vision Success Academy, we will cover the 12 Success Principles practiced by the Top 5% of Financial Professionals in our industry. This is what helped them get to

Why Customers Are Disappearing

Oct 24th, 2022 19m 21s

Podcast Episode 142: Why Customers Are Disappearing Start the week off right with Insights from Vision. Check for new episodes on Mondays. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover da

Turn 120 Paperclips into $5 Million

Aug 22nd, 2022 8m 5s

Podcast Episode 141: Turn 120 Paperclips into $5 Million Start the week off right with Insights from Vision. Check for new episodes on Mondays. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cov

Send Your Kids to College For FREE

Aug 15th, 2022 43m 43s

Podcast Episode 140: Send Your Kids to College For FREE Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also co

Create Your Expert Book Without Writing a Word

May 23rd, 2022 33m

Podcast Episode 139: Create Your Expert Book Without Writing a Word Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients

Persuasive Marketing 101

Dec 20th, 2021 30m 44s

Podcast Episode 138: Persuasive Marketing 101 Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-s

Make More Money Every Time You Speak

Dec 13th, 2021 30m 44s

Podcast Episode 137: Make More Money Every Time You Speak Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also

Riches Are in the Niches

Nov 29th, 2021 14m 34s

Podcast Episode 136: Selling Secrets #40, Riches Are in the Niches Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients.

Leverage Your Opportunities

Nov 23rd, 2021 14m 51s

Podcast Episode 135: Selling Secrets #39, Leverage Your Opportunities Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clien

Why Satisfied Customers Won’t Stay

Nov 15th, 2021 14m 45s

Podcast Episode 134: Selling Secrets #38, Why Satisfied Customers Won’t Stay Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve you

Are You Spending Too Much Money?

Nov 8th, 2021 13m 41s

Podcast Episode 133: Selling Secrets #37, Are You Spending Too Much Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients

Systemize for Success

Nov 1st, 2021 13m 36s

Podcast Episode 132: Selling Secrets #36, Systemize for Success Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We

What Did You Expect Would Happen

Oct 25th, 2021 10m 16s

Podcast Episode 131: Selling Secrets #35, What Did You Expect Would Happen Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your

Podcasting 101

Oct 18th, 2021 22m 34s

Podcast Episode 130: Selling Secrets #34, Podcasting 101 Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also c

Build Your Authority

Oct 11th, 2021 22m 38s

Podcast Episode 129: Selling Secrets #33, Build Your Authority Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We

Different Works

Oct 4th, 2021 20m 30s

Podcast Episode 128: Selling Secrets #32, Different Works Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also

Sell Through Facebook Groups

Sep 27th, 2021 13m 46s

Podcast Episode 127: Selling Secrets #31, Sell Through Facebook Groups Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clie