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
The Crucial Difference Between Marketing and Sales
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
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Recorded & Produced by: SB Studios