The 8-Figure Agent
Welcome to The 8 Figure Agent Podcast!
Join Jared Larsen and co-host Matt Walker, CEO of Swivel, the world's most flexible financial services CRM.
Every other week, we’ll be talking with 8-figure agents, aspiring 8-figure agents, influential figures, thought leaders, and successful entrepreneurs in the financial industry who have already achieved financial success.
During each episode we will explore different topics like wealth-building, investment strategies, leadership, self-development, and so much more.
Our main mission with this podcast is to build a community, more than anything. A community where we can empower each other to achieve remarkable success in the financial sector. And, we don’t think you necessarily have to be a professional. We think there will be some great topics here for beginners too.
Join Matt and Jared every week as they delve deep into insights and strategies and inspiring stories that will motivate you to reach new heights in your own career and unlock your full potential.
The 8-Figure Agent
Decoding Your Professional Role: Employee, Practitioner, Business Owner
In this episode of the 8 Figure Agent Podcast, hosts Jared Larsen and Matt Walker explore different career paths in the financial sector — specifically examining roles as an employee, a practitioner, and a business owner. They delve into the strengths, challenges, and benefits associated with each role, discussing how to navigate transitions between them, and giving advice on aligning career choices with personal goals, mission, and vision. Relevant to industry newcomers and veterans alike, this discussion serves as a thought-provoking guide to career progression in the financial sphere. Tune in and unlock your untapped career potential!
00:00 Introduction
02:15 The Role of an Employee in the Financial Sector
11:01 Transitioning from Employee to Practitioner
17:48 Skills Needed to be a Successful Practitioner
23:01 Transitioning from Practitioner to Business Owner
29:00 The Difference Between Practitioners and Business Owners
36:41 The Importance of Having a Business Plan
47:10 The Role of Money in Choosing a Career Path
50:31 Conclusion: Finding the Right Fit
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Recorded & Produced by: SB Studios