Take The High Leverage Opportunities | Ep 815
episodePreviously titled “Take The High Leverage Opportunities | Ep 833” — renamed by the publisher on Aug 2, 2026
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What are high leverage opportunities in business?
Infinite banking, insurance, you have 29 agents, and you're needing to decide whether you need to be the face and get customers to feed your agents, or you should go all in on getting more agents and teaching them how to do lead gen. Yes. Cool. Yeah, so do the second one.
Do the second one.
Yeah, it's significantly higher leverage. So think about this as, what problem do you want to solve? So either you say, I want to become a, Like, you want to keep growing your brand top of funnel so that you just have more and more people who are interested in infant banking, and then you have all these agents that you pass it off to so that they can, you know, basically transact and own the relationship. So that's like option one. That is, I would say, the lower risk path because you're already doing that today. And so how many, is it on Instagram that you do your stuff?
How to effectively recruit and train agents?
Yeah, all on Meta and YouTube. Okay. What's your followership? from that? 15,000 subscribers on YouTube and 12,000 followers on Instagram and 6,000 on Facebook.
Yeah, and what percentage of the leads come from that stuff versus whatever you do in person?
15% come from online and... Okay, where's the rest come from? The rest of it comes from referrals and networking and... Dude, get agents. I don't even know what we're talking about. For sure get agents. Go get agents.
Yeah, I thought it was like 60, 70% of the business was coming from...
from your organic no most of it's coming from for sure that and then the challenge with the agents that we originally it was all me teaching people how to do that how to go go out there and get business go network go join bni chamber of commerce whatever that's what worked for me and then we would get good people that were like hey i don't have any network So I said, all right. And they asked where leads were. And I said, all right, so let me go create leads. And we started calling business owners because that's who I was selling to. But they were not showing up and they weren't really busy. Whatever we were offering wasn't whatever. Then I reread $100 million offers and $100 million leads. And I looked at the value equation.
I said, the best value I can give is to real estate investors. So let me go get real estate investor leads. And then we're calling them all day long. And the people that I'm hiring don't know how to communicate with them properly. So they end up just setting up appointments and then they hand them back off to me. And they're good, but I think it comes down to recruiting. People want leads. The first question, where do we get our leads? if you say you have to go generate your leads, they might go look at somewhere where they give them leads. So we started giving people leads. So we make an offer to recruits.
That's good. Well, I think that one is you could probably just take the existing brand that you have and just be more deliberate about the call to actions that you make. And basically, cause like if you talk about high level insurance stuff, that's going to attract both people who want to learn more about insurance, but many of those people will be agents. Yes. And so I think if you basically alternate the CTAs, you'll be able to basically, I don't want to say chase you both, but in some ways you kind of can double dip here because as long as the content strategy fundamentally doesn't really change, you're just changing really the calls to action, then you can kind of get a little bit of the best of both.
But I do think that the big thing that you need to crack is teaching them to generate their own rates. Like that is a hundred, like, That's the limiter of your business. So you need to bring them on and you need to have the training system to reliably get them to self-generate. That's it. That's what you have to do. If you do that, the sky's the limit.
And the 20 people that we have out of 29 that are just simply coming in and cold calling real estate investors all day right now that are setting up an insane amount. I think our offer's not great, so I'm going to the drawing board with that. But all those people... Now I've got to go teach them. I'm just teaching them how to cold call. Well, they already are cold calling, right? Huh?
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Chapters
7 chapters
1
What are high leverage opportunities in business?
0:02–0:58
2
How to effectively recruit and train agents?
0:58–5:26
3
What strategies can increase event attendance?
5:26–8:27
4
How to shift focus from small to large clients?
8:27–15:23
5
What are the benefits of a SaaS model for creators?
15:23
6
How to create irresistible offers for affiliates?
14:51–18:47
7
What should be the focus for scaling a creator-based business?
18:47–34:32
Speakers
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