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I made $4,788 in a day by staying on the phones (actually making dials) and sticking to the script, re-framing and building a WHY… 🙌🏾

Gene Santos has been in the industry 13 years. He's worked with 3 other marketing companies before. None of them delivered. Within his first 8 small business owner appointments, he turned $4,000 in invested into $37,000 in submitted commissions, and has more cases still working through the pipeline that aren't even counted in that number. His words: "As a business owner and advisor, a 10x return on ad spend is what we're looking for. That's crazy." But the part that stuck with me wasn't the 10x. It was this: He said we're one of the only media companies he's worked with that has a professional process and is genuinely invested in the advisor's success. That's not a scripted testimonial. That's a guy who's been burned 3 times saying it on a live call without being asked. Here's what I think most advisors get wrong about lead generation: They look at the first month's ROI in isolation. This advisor gets it, he's not just measuring cash-on-cash return. He's measuring the new cold market he now has access to. Every business owner he meets through us is a door to referrals, investment planning, group benefits, estate work. The $37K is the floor, not the ceiling. That's why he's already referring 4 other advisors from his network to us. His exact words: "They're seeing the success I'm having. If I'm putting my money where my mouth is and getting results, they want to do it too." Here's the full 4-minute clip if you want to hear it straight from him: [YouTube link] If you've been thinking about adding qualified business owner appointments to your calendar, we should talk!

This one's behind-the-scenes. I put Leonardo, one of our senior appointment setters at Preserve Wealth Group, on the podcast. In the last 4 months, Leo has personally spoken to 358 business owners. He booked 81% of them. 78% of the ones he booked actually showed up. The industry average show rate for marketing-generated appointments is 40-50%. We talked about the part of the process most agents never see, the conversation that happens between the ad and the appointment. A few things we got into: — What business owners want in the first 30 seconds of every call — The moment they go from skeptical to engaged — The 3-phase framework Leo uses to qualify and book at 81% — Why disqualifying business owners protects your calendar — How we maintain a 78% show rate when the industry sits at about 50% — The one question to ask any marketing company before you hire them If you've ever wondered why some agents get qualified, committed, prepared business owners on their calendar, and others get ghosted, this episode answers that. — Pavel

I sat down with Joey Lalonde-Rioux, CEO of Preserve Wealth Group, a firm that's booked over 10,000 qualified business owner appointments in the last 12 months, and we went deep on something most agents get completely wrong. Why the agents earning $50K–$100K+ per case aren't better than you. They just market differently. Here's what we covered: — What business owners are actually experiencing with their taxes right now (and why their CPA isn't fixing it) — Why cold outreach and traditional prospecting kills your credibility with this audience — The education-first approach that makes business owners come to you — The specific messaging that gets them to stop scrolling and raise their hand — What happens when a business owner Googles you before your first meeting This episode is free. No pitch, no fluff. Just the framework. If you've ever felt like business owner cases are out of reach, not enough of them, can't find them, don't know how to position yourself, this episode is going to reframe that for you. — Pavel