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Owned by Thomas

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Referrals Made Easy!

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Want more clients? Here's free proven tools, training & workshop replays for you. It's all about building "know, like & trust relationships. Join us!

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3 contributions to Insurance Agents University
Intro
Hi, my name is Angela and I’m the owner of Blue Horizons Financial LLC, currently living just outside of Portland Oregon. I’ve had my business for about a year and a half and my ultimate goal is to help individuals, families, and small businesses eliminate debt, learn how to budget better, and set up ways to grow and protect their hard earned money. My biggest struggle is getting people interested enough to book a call with me. I post on social media, I attend networking events, but I don’t seem to get much engagement when it comes to what I offer. Hopefully being in this group will help me find ways to conquer this. Thanks for allowing me to join!
4 likes • Mar 10
Hi Angela, Received your note and if you're open to it, let's plan a short call and go deeper into what you're doing. I may be able to help. I lead most of the ALignable insurance sales groups with over 500,000 members. Here's my calendar: https://calendly.com/tgay/30-minute-discovery-meeting
Introduction
Hello Everyone! My name is Toni! I've been an agent with WFG for six months and am eager to learn more and grow my business and base shop. I'm also looking for an accountability partner to keep me on track. Please let me know if you're interested in collaborating!
1 like • Dec '24
Hi Toni, In addition to an accountability partner, I'd urge you to keep learning here. and also take a look at what having a real referral system would look like. Check out my Referrals Made Easy here in Skool.
Struggle bus
Hey everyone my name is Matt. I’ve been an agent with World Financial Group for almost 2 years now. In the beginning of my journey I had some success and thought I was off to the races and very close to hitting promotions. Whistle I did hit my net license I didn’t hit associate and was one sale away. I guess not hitting it and having to start from scratch again discouraged me and my momentum really dive bombed. Anyways I’ve joined this group to get off of the ā€œstruggle busā€ and back onto the success train. If anyone out there had any advice, tips, suggestions, etc on how to succeed doing this part time that would be great! I’m located in Calgary, Alberta, Canada.
1 like • Dec '24
Hi Matt, Your story is not unusual... I understand and I believe I can help. You're in a trust based business and that means building trusted relationships in an intentional and consistent manner. Check out my Referrals Made Easy community here in Skool and that will help get you on a fresh track.
1-3 of 3
Thomas Gay
2
14points to level up
@thomas-gay-4153
Need clients? Join my group, the Referral Sales Academy & get all the tools that launched thousands into success. Just ask STK or others here & see!

Active 1h ago
Joined Dec 6, 2024
San Diego
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