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 $50Kβ$100K+ per case aren't better than you.
They just market differently.
Here's what we covered:
β What business owners are actually experiencing with their taxes right now (and why their CPA isn't fixing it)
β Why cold outreach and traditional prospecting kills your credibility with this audience
β The education-first approach that makes business owners come to you
β The specific messaging that gets them to stop scrolling and raise their hand
β 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.
β Pavel