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Join Jared Larsen and Matt Walker in this episode of the 8 Figure Agent Podcast as they delve into the challenging yet crucial topic of accountability. They discuss how accountability acts as the glue that binds goals to results and share insights on its role in achieving personal and professional success. The episode covers strategies to enhance self-discipline, the importance of choosing the right accountability partners, and practical tips for holding yourself and your staff accountable. Learn how humility, honesty, and a structured approach can lead to remarkable outcomes in your career. Don’t miss their actionable advice, real-life examples, and their call to build a community dedicated to growth and success in the financial sector.

00:00 Welcome to the 8 Figure Agent Podcast
00:31 Introducing Accountability: The Glue Between Goals and Results
07:15 Techniques for Maintaining Accountability
18:13 Holding Staff Accountable: Best Practices
22:41 The Accountability Crux: Victim or Victor?
28:14 Closing Thoughts and Call to Action

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Recorded and Produced by SB Studios

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Recorded & Produced by: SB Studios

Join hosts Jared Larsen and Matt Walker on the 8 Figure Agent Podcast as
they have an insightful conversation with Jed Morley, CEO of Backstory Branding.
Discover how Jed's expertise has transformed financial services companies, like
Swivel, by clarifying their purpose, and refining their messaging to resonate with
customers. Learn about the crucial role of branding, empathy, and iterative processes
in achieving remarkable business success. Whether you're an advisor or
entrepreneur, this episode provides valuable insights on how to elevate
your brand and connect with your ideal customers.

00:00 Welcome to the 8 Figure Agent Podcast
00:30 Introducing Special Guest: Jed Morley
00:58 Jed Morley's Background and Career Journey
02:44 The Importance of Branding and Nike's Influence
06:48 The Birth of Swivel: A Branding Journey
11:09 The Role of a Coach in Business Success
13:41 Message Market Fit vs. Product Market Fit
17:46 The Power of a Great Brand Name
22:34 Advice for Financial Advisors on Branding
22:48 Case Study: Rebranding a Financial Advisory Firm
27:22 Identifying Ideal Customers and Brand Messaging
31:26 The Importance of Pruning and Innovation
37:48 The Branding Process Explained
41:56 Final Thoughts and Contact Information

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Recorded & Produced by: SB Studios

In this episode of the 8 Figure Agent Podcast, hosts Jared Larsen and Matt Walker, dive deep into the critical distinctions between marketing and sales within the financial services industry. They explore the misconceptions around these terms and outline how understanding the differences can lead to remarkable success. The discussion covers building compelling marketing messages, aligning them with sales strategies, and how AI and evolving technologies are changing the landscape. Packed with real-world examples and expert insights, this episode is a must-listen for anyone looking to elevate their career in the financial sector.

00:00 Welcome to the 8 Figure Agent Podcast

03:55 The Role of a Marketer in Financial Services

08:34 The Evolution of Marketing with Technology

13:46 Aligning Marketing and Sales for Success

23:19 Intentional Selling: Building Trust and Closing Deals

28:19 Conclusion and Next Steps

Thanks for listening! Follow and subscribe where ever you get your podcasts!

Recorded & Produced by: SB Studios