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
Revolutionize Your Brand: Strategies for Financial Growth
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