Listen to the next installment of the Legacy Marketing Group® podcast series “Tune In to Sales” as we expand on our prior discussion on women in the insurance industry. Cathy Mendell, President of Theia Financial, shares her thoughtful approach to engaging prospects with an emphasis on female clients and addressing their unique life experiences and concerns while taking a holistic approach to their retirement needs.

TUNE IN, AND LEARN HOW TO:

• Address specific concerns of female prospects.
• Position lifetime income as part of a comprehensive retirement plan.
• Shift your mindset in the way you view female prospects and couples.

SPECIAL GUEST:

Cathy Mendell
President,
Theia Financial, Inc.

Cathy Mendell is the Founder and President of Theia Financial, Inc, and the LIFT Advisor Network. Lift specializes in retirement income planning for the Accomplished Woman. Cathy teaches how to focus on decumulation—transforming savings into sustainable income—through a holistic approach that encompasses all financial domains. LIFT provides advisors with proven frameworks, ongoing education, and collaborative support to deliver clarity, confidence, and better retirement outcomes.

*Link to Cerulli Study: https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048

Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales” as Marti McLeish, Legacy’s National Sales Leader, shares her insights on being a women in the insurance industry and how to thrive in a traditionally male-dominated field.

TUNE IN, AND LEARN ABOUT:

• Unique challenges and opportunities for women within the insurance industry.
• The importance of mentors.
• Opportunities for transitioning from service roles to sales roles.

Marti McLeish leads the Legacy’s national sales strategy, overseeing internal sales professionals and building strong partnerships with IMOs and distribution partners. With more than 20 years in financial services, Marti brings a dynamic perspective shaped by her work in the IMO space and personal production as an independent agent.

Cerulli Study: https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048

Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales” for a candid discussion with Sheryl J. Moore, President and CEO of Moore Market Intelligence, on the state of annuities and common sense tips on positioning FIAs in your practice.

TUNE IN, AND LEARN ABOUT:

• FIA forecasting.
• Ways to simplify the annuity discussion with prospects.
• A simple third-party resource to assist in your sales.

Recognized as a leading advocate of fixed indexed annuities, Sheryl has been featured in countless interviews and has spoken at numerous industry events. Sheryl is a leading resource of annuity and life insurance news and data.

Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales,” for an educational conversation between John Terry and Chris Carnes, CEO of Clear Broadcast Integrations. They discuss tips and tricks to start your new podcasting journey or enhance your existing podcasts, along with covering the benefits for you and your business.

TUNE IN, AND LEARN HOW TO:

• Make content that builds trust over time.
• Establish a niche and be seen.
• Select the best format for your podcast.
• Identify the equipment and tools that you’ll need.
• Improve your viewers’ experiences with your podcast.

SPECIAL GUEST:

Chris Carnes
CEO, Clear Broadcast Integrations LLC

With a background in operations and systems engineering including work at NBC and NewsMax Chris has created his own company, Clear Broadcast Integrations LLC specializing in the design and construction of studios for broadcast and podcast production

The opinions expressed on this podcast do not necessarily reflect the views of Legacy Marketing Group. This podcast is for informational purposes only and should not be construed as offering tax, legal, or investment advice.

The guest featured on this episode is not affiliated with Legacy Marketing Group in any capacity. Legacy makesno representations or warranties regarding the guest’s products, services, or claims.

Tune In to Sales with our special guest Katelyn Graham, founder and CEO at The Admin Effect! TUNE IN, AND LEARN HOW TO:

• Say farewell to “NIGOs.”
• Free up your time so you can focus on doing what you do best—making more sales.
• Identify your biggest operational challenges.
• Build processes to empower your staff.
• Improve your clients’ experiences with your business.

Tune in, and watch the video version here:

https://www.youtube.com/watch?v=sUxNbyZJdqk

The opinions expressed on this podcast do not necessarily reflect the views of Legacy Marketing Group.
This podcast is for informational purposes only and should not be construed as offering tax, legal, or
investment advice.

The guest featured on this episode is not affiliated with Legacy Marketing Group in any capacity. Legacy makes
no representations or warranties regarding the guest’s products, services, or claims.

Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales” for a compelling conversation between John Terry and David Shields, CEO of Wealth Watch Partners, on how you can benefit from becoming or partnering with an Investment Advisor Representative (IAR).

TUNE IN, AND LEARN:

• What an IAR is, along with the pros and cons of becoming one.
• How becoming an IAR helps you get your foot in the door and block competitors.
• Options for partnering with an IAR if you decide not to become one yourself.
• Ways to complement—not replace—insurance sales.
• Keys to your own financial future.

HOSTED BY:
John Terry
Sales Director, Legacy Marketing Group
With more than two decades of experience in leadership, team building, communication, and human behavior, John helps Producers better engage with clients and prospects—and create conversations that lead to sales.

SPECIAL GUEST:
David Shields
CEO, Wealth Watch Partners
A former life insurance agent, now a successful CEO of an SEC-registered RIA firm, David mentors and assists financial advisors and agents through education, training support, and implementation of effective marketing strategies.

Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales,” for a compelling conversation between John Terry and “The King of Leads” Arturo Johnson on how you can refine, reshape, and retool your social media platform(s) to create an aha moment.
TUNE IN, AND LEARN HOW TO:

• Distinguish yourself and build client trust using social media.
• Become the content, not just create content.
• Implement a variety of actionable items today!

HOSTED BY:
John Terry
Sales Director, Legacy Marketing Group
With more than two decades of experience in leadership, team building, communication, and human behavior, John helps Producers better engage with clients and prospects—and create conversations that lead to sales.

SPECIAL GUEST:
Arturo Johnson
Marketing Coach and Entrepreneur, Arturo Johnson Consulting
A former life insurance agent, Arturo is now a successful consultant, marketing coach, and entrepreneur, assisting insurance professionals build magnetic personal brands and generate leads.

Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales” for a conversation between John Terry and “Paperback Expert” Michael DeLon on how publishing a book can help transform you from stranger to trusted advisor.

TUNE IN, AND LEARN:

• What authoring a book can do for your business.
• Simple steps you can take to create your own book, even if you don’t know where to start.
• How a book can tell your story and build client trust.

HOSTED BY:
John Terry, Sales Director, Legacy Marketing Group

With more than two decades of experience in leadership, team building, communication, and human behavior, John helps Producers better engage with clients and prospects—and create conversations that lead to sales.

SPECIAL GUEST:
Michael DeLon, An Amazon Bestselling Author of The Credibility Coach
Since 2013, Michael has used his authority-based attraction marketing system to help clients establish their personal brand, publish their bestselling book, and build a thriving business.