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Why Factum with Monty Flack | PBF 01
Discover the power of focusing on your "one thing" and implementing the compound effect in your life and business. Join Monty Flack and Kyle Flack as they discuss the importance ...of prioritizing your activities and aligning your values with your actions. Learn how Factum has incorporated these principles into their business and how you can apply them to achieve success in your own life.
https://www.factumfinancial.com/
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facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
https://www.factumfinancial.com/
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Why Factum with Monty Flack | PBF 01
Discover the power of focusing on your ...
Discover the power of focusing on your "one thing" and implementing the compound effect in your life and business. Join Monty Flack and Kyle Flack as they discuss the importance ...of prioritizing your activities and aligning your values with your actions. Learn how Factum has incorporated these principles into their business and how you can apply them to achieve success in your own life.
https://www.factumfinancial.com/
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
https://www.factumfinancial.com/
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
1+1=11 with Wade Borth | PBF 02
Kyle Fuller and insurance specialist ...
Kyle Fuller and insurance specialist Wade Borth discuss their shared vision for the life insurance industry. They emphasize focusing on community and relationships, and their goal of building a mutually ...owned agency with 5,000 agents. Their principles are summed up by the acronym FACTUM (Focus, Authentic Leadership, Compelling Vision, Training and Coaching, Unrelenting Innovation, and Mutually Owned). They believe in intentional growth in all life aspects and aim to create long-term abundance.
families
https://www.factumfinancial.com/
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facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
families
https://www.factumfinancial.com/
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
The Factum Community with Wade Borth
Kyle Fuller and insurance specialist ...
Kyle Fuller and insurance specialist Wade Borth discuss the ethos at Factum - using their business to build an abundance-minded community founded on strong relationships. They highlight the 'infinite banking' ...concept, using life insurance as a tool for financial education to empower others. Finally, they advocate for whole life insurance and infinite banking to serve clients and attract passionate contributors.
Highlights
01:53 The role of content and community in Factum
09:48 The right use of money and using it as a tool to fund goals and visions, not just for making money
17:30 The impact of the "Becoming Your Own Banker" book on their agents and the paradigm shift it inspired
19:36 Uniqueness of the community they've created
21:45 Value of communal reading and the alternative perspectives a book club can offer
24:57 The guiding visions and long-term perspectives shaping their business
Episode Resources
https://www.factumfinancial.com/
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Wade Borth
https://www.linkedin.com/in/wade-borth-43121542
https://podcasts.apple.com/us/podcast/wade-borth-sage-wealth-strategy/id1515358066
https://www.factumfinancial.com/
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Highlights
01:53 The role of content and community in Factum
09:48 The right use of money and using it as a tool to fund goals and visions, not just for making money
17:30 The impact of the "Becoming Your Own Banker" book on their agents and the paradigm shift it inspired
19:36 Uniqueness of the community they've created
21:45 Value of communal reading and the alternative perspectives a book club can offer
24:57 The guiding visions and long-term perspectives shaping their business
Episode Resources
https://www.factumfinancial.com/
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Wade Borth
https://www.linkedin.com/in/wade-borth-43121542
https://podcasts.apple.com/us/podcast/wade-borth-sage-wealth-strategy/id1515358066
https://www.factumfinancial.com/
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Factum is a Leadership Development Agency
Kyle Fuller and insurance specialist ...
Kyle Fuller and insurance specialist Wade Borth argue that they operate a leadership development agency that sells insurance. They prioritize empowering their agents and fostering an abundant community. They emphasize ...personal and business growth innovations, such as transforming non-productive habits into productive ones and advocating long-term, intentional thinking. Kyle and Wade offer training programs and mastermind gatherings for agents to learn and lead.
Highlights
01:24 The importance of helping clients live abundantly and the impact on various areas of their lives
03:54 The abundance mindset and the importance of long-term thinking to their approach
07:32 Leadership and focusing on an 'infinite thinking mindset'
10:18 The importance of nurturing agents and building them into better leaders
17:09 Developing a signature contacting method and its impact on business growth
20:50 Striving for long-term results and educating agents on how to scale and run a business effectively
27:49 The need of planning for long-term success and equipping agents with skills to stay in the business
33:21 Importance of infinite thinking and exposure to different perspectives within the Factum community
33:44 Immense value of live events
Episode Resources
https://www.factumfinancial.com/
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Wade Borth
https://www.linkedin.com/in/wade-borth-43121542
https://podcasts.apple.com/us/podcast/wade-borth-sage-wealth-strategy/id1515358066
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Highlights
01:24 The importance of helping clients live abundantly and the impact on various areas of their lives
03:54 The abundance mindset and the importance of long-term thinking to their approach
07:32 Leadership and focusing on an 'infinite thinking mindset'
10:18 The importance of nurturing agents and building them into better leaders
17:09 Developing a signature contacting method and its impact on business growth
20:50 Striving for long-term results and educating agents on how to scale and run a business effectively
27:49 The need of planning for long-term success and equipping agents with skills to stay in the business
33:21 Importance of infinite thinking and exposure to different perspectives within the Factum community
33:44 Immense value of live events
Episode Resources
https://www.factumfinancial.com/
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Wade Borth
https://www.linkedin.com/in/wade-borth-43121542
https://podcasts.apple.com/us/podcast/wade-borth-sage-wealth-strategy/id1515358066
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
The Cost of Acquisition with Wade Borth
Kyle Fuller and Wade Borth talk about ...
Kyle Fuller and Wade Borth talk about the overlooked concept of the cost of acquisition, its significance in business sustainability, and the effective methods Factum Financial has put in place ...to aid insurance agents. Factum's approach includes their franchised-like model, the Cash Flow Dashboard for wealth tracking, and educational courses for continued client learning. This system promotes efficiency and relationship-building, steering agents and clients towards success.
Highlights
03:41 What causes you to take a successful business
09:23 Empowering agents to reach their maximum potential through systems and models
12:20 The importance of relationship building and problem-solving as key roles of an agent, outsourcing application and policy tasks to professionals
19:50 Analogy of investment insurance
22:46 How winning is ugly in cost acquisition
30:40 The cash flow dashboard, a newly developed project aimed to guide clients through a high-level wealth conversation in a systematic manner
Episode Resources
https://www.factumfinancial.com/
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Wade Borth
https://www.linkedin.com/in/wade-borth-43121542
https://podcasts.apple.com/us/podcast/wade-borth-sage-wealth-strategy/id1515358066
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Highlights
03:41 What causes you to take a successful business
09:23 Empowering agents to reach their maximum potential through systems and models
12:20 The importance of relationship building and problem-solving as key roles of an agent, outsourcing application and policy tasks to professionals
19:50 Analogy of investment insurance
22:46 How winning is ugly in cost acquisition
30:40 The cash flow dashboard, a newly developed project aimed to guide clients through a high-level wealth conversation in a systematic manner
Episode Resources
https://www.factumfinancial.com/
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Wade Borth
https://www.linkedin.com/in/wade-borth-43121542
https://podcasts.apple.com/us/podcast/wade-borth-sage-wealth-strategy/id1515358066
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
How to Launch a Life Insurance Business with Monty Flack
In today's episode, Kyle and Monty ...
In today's episode, Kyle and Monty discuss what they feel like it takes to launch a successful Life Insurance business. They talk about the importance of having the right agents ...and the right training in place to ensure not only their success, but the business success. Kyle and Monty talk more about the processes they have in place to help to make someone an above average agent. Tune in today to hear if you are on the fence about getting into Life Insurance!
Highlights
00:44 Why most agents fail in their first two years in the life insurance business, attributing it to lack of focus
04:51 Importance of having a mentor and developing a clear identity in your business
07:35 The necessity of having solid, uninterrupted focus hours for your business
11:05 The role of leadership principles in agent training
13:55 The power of community and collaboration
22:16 Top three to focus on during the day
30:08 The three books that helped them integrate their philosophy into
38:00 How during their virtual training, they allow new agents to practice their scripts and how positive "peer pressure" can lead to increased productivity
39:54 Importance of personal development alongside business development
42:37 Why agents need to focus on servitude first before thinking about creating their unique approach
44:57 The benefits of the life insurance industry and the need for more leaders in the field
Episode Resources
https://www.factumfinancial.com/
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Monty Flack
monty@factumfinancial.com
https://www.factumfinancial.com/
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Highlights
00:44 Why most agents fail in their first two years in the life insurance business, attributing it to lack of focus
04:51 Importance of having a mentor and developing a clear identity in your business
07:35 The necessity of having solid, uninterrupted focus hours for your business
11:05 The role of leadership principles in agent training
13:55 The power of community and collaboration
22:16 Top three to focus on during the day
30:08 The three books that helped them integrate their philosophy into
38:00 How during their virtual training, they allow new agents to practice their scripts and how positive "peer pressure" can lead to increased productivity
39:54 Importance of personal development alongside business development
42:37 Why agents need to focus on servitude first before thinking about creating their unique approach
44:57 The benefits of the life insurance industry and the need for more leaders in the field
Episode Resources
https://www.factumfinancial.com/
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Monty Flack
monty@factumfinancial.com
https://www.factumfinancial.com/
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Factum Wealth Pyramid with David Zapata
Today, Kyle and David discuss the ...
Today, Kyle and David discuss the importance of having the right framework, the right mindset, and the intention to help bring success to your life. They dive into the details ...of the Wealth Pyramid they have created for their agents to help their clients create financial freedom and build wealth. Take a listen today to learn more and see if you're following the right roadmap.
Highlights
00:15 The concept of wealth pyramid and its effectiveness
02:57 What financial freedom is and how it differs for everyone
06:50 How perceived limitations can hinder wealth growth
07:46 The concept of quality of life and its relation to the ability to think and make decisions
09:34 Importance of community and collaboration in building wealth
14:45 Importance of an unshakeable wealth foundation for long-term financial security
17:57 How the wealth pyramid and scorecard can guide individuals in wealth building
22:27 Assurance that mastering these financial concepts need not take a lifetime
22:56 The process that successful individuals took towards wealth
24:28 The vision of increased value, opportunity, and creativity arising from the use of the wealth scorecard
Episode Resources
https://www.factumfinancial.com/
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with David Zapata
https://www.linkedin.com/in/bydavidazapata/
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Highlights
00:15 The concept of wealth pyramid and its effectiveness
02:57 What financial freedom is and how it differs for everyone
06:50 How perceived limitations can hinder wealth growth
07:46 The concept of quality of life and its relation to the ability to think and make decisions
09:34 Importance of community and collaboration in building wealth
14:45 Importance of an unshakeable wealth foundation for long-term financial security
17:57 How the wealth pyramid and scorecard can guide individuals in wealth building
22:27 Assurance that mastering these financial concepts need not take a lifetime
22:56 The process that successful individuals took towards wealth
24:28 The vision of increased value, opportunity, and creativity arising from the use of the wealth scorecard
Episode Resources
https://www.factumfinancial.com/
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with David Zapata
https://www.linkedin.com/in/bydavidazapata/
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Whole Life Myths: Part 1 with Todd Langford
Joining Kyle today and for the next ...
Joining Kyle today and for the next three episodes is Todd Langford, creator of the Truth Concepts. Over this mini series, they will address the misconceptions of whole life insurance ...starting with commission on life insurance policies. Many people think these policies pay out the highest commission which in fact, they have some of the lowest commissions. This is why it is important to pose life insurance as more of a savings avenue versus an investment. Tune in to part two to hear more misconceptions about life insurance.
Highlights
01:20 How most misinformation in the financial industry comes from numbers taken out of context
03:30 The unfair comparison between industries with different payment structures
04:25 Realization that the cumulative fees on a 4% bond with a 1.5% management fee is greater than the commission on a whole life insurance
09:09 Understanding that real value comes from the delivery of services, not just from the price
10:47 What happens when a new company and a new fund manager manages your portfolio
12:32 The hypothetical scenario since insurance gets paid differently compared to equity advisors: Insurance gets paid higher upfront, but equity advisors earn more in the long run
17:01 The comparative analysis between life insurance and other assets, and how life insurance provides certainty
22:00 The need for a balanced perspective when comparing different finance industries and their commission structures
23:27 Consideration of how future market trends might impact financial decisions and the value of life insurance as a stable asset
25:36 The misconception that life insurance is the most lucrative commission-based industry, and the educational resources available for better financial understanding
Episode Resources
https://www.factumfinancial.com/
https://www.factumfinancial.com/resources/#courses
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Todd Langford
https://truthconcepts.com/
https://www.linkedin.com/in/truthconceptssoftware
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Highlights
01:20 How most misinformation in the financial industry comes from numbers taken out of context
03:30 The unfair comparison between industries with different payment structures
04:25 Realization that the cumulative fees on a 4% bond with a 1.5% management fee is greater than the commission on a whole life insurance
09:09 Understanding that real value comes from the delivery of services, not just from the price
10:47 What happens when a new company and a new fund manager manages your portfolio
12:32 The hypothetical scenario since insurance gets paid differently compared to equity advisors: Insurance gets paid higher upfront, but equity advisors earn more in the long run
17:01 The comparative analysis between life insurance and other assets, and how life insurance provides certainty
22:00 The need for a balanced perspective when comparing different finance industries and their commission structures
23:27 Consideration of how future market trends might impact financial decisions and the value of life insurance as a stable asset
25:36 The misconception that life insurance is the most lucrative commission-based industry, and the educational resources available for better financial understanding
Episode Resources
https://www.factumfinancial.com/
https://www.factumfinancial.com/resources/#courses
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Todd Langford
https://truthconcepts.com/
https://www.linkedin.com/in/truthconceptssoftware
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Whole Life Myths: Part 2 with Todd Langford
In part two of this series with Todd ...
In part two of this series with Todd Langford, they tackle the misconception surrounding the interest rates on policies and the rate of return on being your own banker. Despite ...what people say, your costs have to be less than your investments to make money. Listen in as they share examples to explain this theory and how to make the most of borrowing from your policy.
Highlights
01:14 The common misconceptions with simple interests
04:25 Debunking the myth of earning 4% and loaning at 6%
07:41 The impact of the time value of money and the cost of money in financial transactions
11:40 Only circumstances under which having money at a lower interest rate and having debt at a higher interest rate makes sense
14:02 Busting the myth: Why earning four and borrowing six ultimately doesn’t work
15:39 The idea that borrowing money from the policy is where the "magic" happens
18:08 Differences between certainty assets versus opportunity funds
23:02 The accumulation phase: Having a comprehensive understanding of whole life insurance and financial planning
Episode Resources
https://www.factumfinancial.com/
https://www.factumfinancial.com/resources/#courses
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Todd Langford
https://truthconcepts.com/
https://www.linkedin.com/in/truthconceptssoftware
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Highlights
01:14 The common misconceptions with simple interests
04:25 Debunking the myth of earning 4% and loaning at 6%
07:41 The impact of the time value of money and the cost of money in financial transactions
11:40 Only circumstances under which having money at a lower interest rate and having debt at a higher interest rate makes sense
14:02 Busting the myth: Why earning four and borrowing six ultimately doesn’t work
15:39 The idea that borrowing money from the policy is where the "magic" happens
18:08 Differences between certainty assets versus opportunity funds
23:02 The accumulation phase: Having a comprehensive understanding of whole life insurance and financial planning
Episode Resources
https://www.factumfinancial.com/
https://www.factumfinancial.com/resources/#courses
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Todd Langford
https://truthconcepts.com/
https://www.linkedin.com/in/truthconceptssoftware
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Whole Life Myths: Part 3 with Todd Langford
In this final episode debunking life ...
In this final episode debunking life insurance misconceptions, Kyle and Todd discuss the rumors that whole life insurance is expensive with a low rate of return. Most of this information ...comes from unequal comparisons, but the reality is that life insurance can provide one of the highest rates of return over the course of its life. Tune in to hear more about how to maximize your dollars through whole life insurance.
Highlights
00:55 Misconceptions about whole life insurance being expensive and having a low rate of return
02:26 How unequal comparisons play a significant role in misconceptions
04:56 Case of misinformation such as getting only the death benefit and no cash in life insurance
07:04 The concept of rate of return in a life insurance policy explained through a comparison with an alternate investment scenario
11:04 Importance of having term insurance during working years and the higher likelihood of death post-retirement
13:40 How having a mix of equities and bonds in one’s portfolio can yield better returns than a life insurance
16:50 The concept of self-insurance and the advantages of using an insurance company's pool
17:59 Comparing the certainty and protection of a whole life insurance policy to wealth accumulation
19:02 Benefits of partnering with a strong mutual insurance company
20:20 Debunking the common misconceptions about whole life insurance policies
22:00 There are no "deals" in the insurance industry, everything is built based on balance between risk and cost
23:24 The difference in risk and cost between term and whole life insurance
25:46 Assertion made that it’s incorrect to label whole life insurance as “expensive” and term insurance as “cheap”
28:52 Observation that comparing the rate of return from a whole life insurance policy to an investment vehicle is usually taken out of context
30:02 How partnering with life insurance companies can be valuable to the equities market as life insurance can provide a certain asset to counter market fluctuations
32:34 Conclusion that term insurance is not cheap and whole life insurance is not expensive, both are priced perfectly for what they do
Episode Resources
https://www.factumfinancial.com/
https://www.factumfinancial.com/resources/#courses
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Todd Langford
https://truthconcepts.com/
https://www.linkedin.com/in/truthconceptssoftware
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Highlights
00:55 Misconceptions about whole life insurance being expensive and having a low rate of return
02:26 How unequal comparisons play a significant role in misconceptions
04:56 Case of misinformation such as getting only the death benefit and no cash in life insurance
07:04 The concept of rate of return in a life insurance policy explained through a comparison with an alternate investment scenario
11:04 Importance of having term insurance during working years and the higher likelihood of death post-retirement
13:40 How having a mix of equities and bonds in one’s portfolio can yield better returns than a life insurance
16:50 The concept of self-insurance and the advantages of using an insurance company's pool
17:59 Comparing the certainty and protection of a whole life insurance policy to wealth accumulation
19:02 Benefits of partnering with a strong mutual insurance company
20:20 Debunking the common misconceptions about whole life insurance policies
22:00 There are no "deals" in the insurance industry, everything is built based on balance between risk and cost
23:24 The difference in risk and cost between term and whole life insurance
25:46 Assertion made that it’s incorrect to label whole life insurance as “expensive” and term insurance as “cheap”
28:52 Observation that comparing the rate of return from a whole life insurance policy to an investment vehicle is usually taken out of context
30:02 How partnering with life insurance companies can be valuable to the equities market as life insurance can provide a certain asset to counter market fluctuations
32:34 Conclusion that term insurance is not cheap and whole life insurance is not expensive, both are priced perfectly for what they do
Episode Resources
https://www.factumfinancial.com/
https://www.factumfinancial.com/resources/#courses
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with Todd Langford
https://truthconcepts.com/
https://www.linkedin.com/in/truthconceptssoftware
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Innovation Pt 1: Monthly Policy Tracking with David Zapata
Joining Kyle today is fellow agent David ...
Joining Kyle today is fellow agent David Zapata where they discuss innovation in the life insurance industry. Kyle and David share how their FACTUM High Performing Organization model, focusing on ...success, leadership, vision, training, coaching, innovation, and ownership, is reshaping the industry. Tune in to learn how they're building solutions that empower agents and enhance the life insurance experience.
Highlights
01:48 David Zapata’s background, including working in corporate America in the jet engine business and how it shaped his understanding of innovation
06:15 Things that pose as potential problems in the world of insurance
06:44 How Kyle and David’s collaboration has led to various innovations
10:52 How to grow clarity in a KPI
12:52 Their personal excitement about monthly tracking of policy cash and how this realization changed their perspectives and conversations
15:26 The importance of showing actual growth rates rather than future projections in reports
17:51 Why you should have transparency with your clients for them to understand the potential of their investments
21:47 Focus on automating the tracking features in the dashboard and taking information directly from insurance carriers
23:49 The essence of the community striving for abundance in all areas of life
24:09 Discussing client feedback and how their opinions and suggestions help them navigate and improve their tools and resources
Episode Resources
https://www.factumfinancial.com/
https://www.factumfinancial.com/resources/#courses
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with David Zapata
https://www.linkedin.com/in/bydavidazapata/
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Highlights
01:48 David Zapata’s background, including working in corporate America in the jet engine business and how it shaped his understanding of innovation
06:15 Things that pose as potential problems in the world of insurance
06:44 How Kyle and David’s collaboration has led to various innovations
10:52 How to grow clarity in a KPI
12:52 Their personal excitement about monthly tracking of policy cash and how this realization changed their perspectives and conversations
15:26 The importance of showing actual growth rates rather than future projections in reports
17:51 Why you should have transparency with your clients for them to understand the potential of their investments
21:47 Focus on automating the tracking features in the dashboard and taking information directly from insurance carriers
23:49 The essence of the community striving for abundance in all areas of life
24:09 Discussing client feedback and how their opinions and suggestions help them navigate and improve their tools and resources
Episode Resources
https://www.factumfinancial.com/
https://www.factumfinancial.com/resources/#courses
Connect with Kyle Fuller
https://www.linkedin.com/in/kyle-fuller-9516311a9/
https://factumfinancial.ac-page.com/book-appointment
Connect with David Zapata
https://www.linkedin.com/in/bydavidazapata/
Follow Us:
facebook.com/FactumFinancial
instagram.com/factumfinancial
linkedin.com/company/factumfinancial[+] Show More
Why Powered by Factum with David Zapata
Check out the latest episode of Powered ...
Check out the latest episode of Powered By Factum! Listen to the full podcast here https://play.headliner.app/podcast/a8ffc6ab3021486aab78f8e10cb7142e/episode/82a3cdc9-9685-4a47-b1f7-bf2de07fc773?utm_source=youtube (video made with https://www.headliner.app)
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