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Videos

March 5, 2021

One Word You Should Never Say During a Sales Call

One Word You Should Never Say During a Sales Call There is one word you should remove from your vocabulary today when on a sales call. If you say this word when describing what you’re selling your prospect will know you don’t know what you’re talking about, or at the…

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Feb. 24, 2021

Change your Perspective

What a difference a day (or a week) makes, especially when it comes to weather in North Texas. If I had waited one more day to film this video, the temperature would have been sunny and 80 degrees! But one thing the #snowpocalypse taught me, is that no matter how…

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Feb. 12, 2021

Working Yourself out of a Rut - Literally

What do you do when you get stuck - creatively or professionally - in a rut? For me, there's nothing like a hard workout to break the tension, quiet my conscious mind, and let my subconscious do the problem-solving. So what do you do?

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Feb. 9, 2021

A Story About A Chair

Do you have objects in your life that seem insignificant, but actually have a meaningful tale to tell? Let me tell you a story about a folding chair...

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Feb. 3, 2021

Are You Ready for In-Person Meetings Again?

Had my first in-person meetings with a client in over 6 months and it was such a refreshing change of pace from Zoom calls. Everyone will decide when they're ready to get back out again, but as a salesperson who thrives on making connections with clients and prospects, it was…

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Jan. 26, 2021

Why I Deleted Twitter

What websites, apps, or channels have you allowed to hijack your time, and transfix your mind? I bet you know the answer. Identify the activities you engage in that are detrimental to your well-being, and remove them. TODAY.

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Jan. 20, 2021

Building Your Personal Brand

I spent 5 years doing standup comedy, and the biggest lesson I learned from my time on stage is the importance of Finding Your Voice. Finding your Voice is just the comedy version for Building Your Personal Brand online, or in your career. Be yourself, your best self, and eliminate…

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Jan. 5, 2021

Fasting + Keto

In this video I share my two favorite dietary strategies for losing weight - Intermittent Fasting and Keto. Disclaimer - I am not a Doctor, nor a Dietician, and the content of this video should not be construed as medical advice. Please consult your physician before attempting.

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Dec. 17, 2020

Spreadsheeting Benefits Sucks

We all know that spreadsheeting employee benefits is the worst, and in this video I go over the 5 main reasons why.

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Dec. 9, 2020

What it’s like working for a startup

Sharing my thoughts of how rewarding it is working for a startup, and how it differs from being a part of major, established corporations. This world is not for everyone, but perhaps it's right for you?

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Dec. 3, 2020

Stories from the Road

In this video I share my 3 most embarrassing stories from my career so far, as a sales rep.

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Nov. 24, 2020

Getting "Last Look"

In this video, I lay out what I believe "Last Look" should mean in insurance negotiations

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Nov. 20, 2020

5 Zoom Tips for Professionals

In this video I share my 5 tips to ensure a high quality Zoom

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Nov. 18, 2020

What are the Pros and Cons of a Sales Career

What are the Pros and Cons of a Sales Career? In this video I go over the 5 biggest pros and cons of a career in sales. It is not all sunshine and rainbows, but if the downsides don't bother you, then a career in sales can be incredibly rewarding…

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Nov. 16, 2020

Certified Self Funding Specialist

Should you get Certified Self Funding Specialist designation? In this video I cover the 5 reasons I think you should! https://www.hcaa.org/page/CSFS

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Nov. 11, 2020

A Story About My Father

In this video, I share a pivotal moment in my father's life, which perfectly illustrates how to overcome a monumental setback. It was a great lesson for me to see my Dad have to start over, and then build back 10x better. More often than not, when you reach the…

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Nov. 11, 2020

Expanding the Pie

One of the best negotiation tactics to employ when negotiating is to look to "Expand the Pie". This has nothing to do with actual pie, and everything to do with seeking creative ways to resolve a negotiation so that it ends up in a win-win.

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Nov. 11, 2020

Personal Growth

You are not yet the finished product, and it is important to periodically look back to take stock of how far you've come. I take an embarrassing look back at 18-year old me and laughed at the earrings and bleached hair, but it's helpful to really see the progress! P.S.…

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Nov. 9, 2020

Episode 22. Firming Stop Loss Quotes

Unless your stop loss quote is firm, it's just a piece of paper with numbers on it. In this video, I walk you through what data to get, and where to get it, so you can firm your stop loss quote.

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Oct. 29, 2020

Episode 21. Stop Loss Lasers 2.0

With Lasers 2.0, we take a deeper dive into the types of Stop Loss Lasers, examples of each, and then how to counteract them.

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Oct. 22, 2020

Episode 20. Filing Stop Loss Claims

As a broker when is it your responsibility to file for stop loss reimbursement? Watch to learn more.

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Oct. 15, 2020

Episode 19. Commission & Stop Loss Premium

What happens to premium when you load agency commissions into Stop Loss? You may be surprised that it is not as straightforward as you think!

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Oct. 9, 2020

Episode 18. What is a Stop Loss MGU?

In this video I describe what an MGU is for stop loss, and how they differ from a Direct Writer

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Sept. 22, 2020

Episode 17. Stop Loss Agg Corridor 2.0

A deeper dive into the Aggregate Corridor, focusing on how you could lower the Attachment Point and questions around the default $1M Annual Agg Max.

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