ALL PODCASTS

JUMP TO A SPECIFIC PODCAST:

*NEW* RECORDINGS ADDED EVERY WEEK!

*NEW* RECORDINGS ADDED EVERY WEEK!

ARCHIVED RECORDINGS

ARCHIVED RECORDINGS

ARCHIVED RECORDINGS

  • 9.29.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Jahmal Bowman

    Sales Manager, Platinum Elite Producer, and Ignite Winner, Ignite Winner, Jahmal Bowman has been climbing the leaderboards in 2020 and is currently sitting at #20 in the company with over $200,000 Issued Paid APV this year (and on track for over $300,000 by 2021!!) Hear what Jahmal is doing in his business to achieve this success and what exciting plans he has in store for the future!

  • 9.22.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Joan Bean

    Last year, Joan moved to Alabama after living in Iowa her entire life. She put in a request for Mortgage Protection and was met by her (now) manager, Randy Hinderer. After deciding on a life insurance policy, Joan was introduced to the Equis opportunity and within 2 days (yes, you read that correctly, only 2 days) she was attending our National Convention in Orlando, FL!

    Hear about Joan’s journey with Equis and what she saw in the opportunity that pushed her to make such a leap so quickly and how her business is doing now, almost 1 year and 99 submitted apps later!

  • 9.11.2020 - Behind the Scenes Employee Podcast

    BEHIND THE SCENES

    Featuring Sheila DaVee

    Go "Behind the Scenes" with Sheila DaVee! Sheila is a true Equis Warrior who has served alongside our Executive Vice President of Agency Development, Rob Jones, over the past 4 years in our Ohio home office! Thank you for all you do and have done for Equis Nation, Sheila!

  • 9.4.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Kyle Vanlue

    Sales Manager, Silver Elite Producer, and Ignite Winner, Kyle Vanlue, gives insight into what pushed him into this industry... Two weeks after his daughter was born, Kyle was faced with the loss of his income and made the decision to enter the world of life insurance. It was a bumpy start, but he was able to find his footing and began seeing success with door knocking. When COVID hit, Kyle didn't let that stop him. He found a way to regroup and keep going. His takeaway is that if it doesn't get worse, it'll doesn't get better! Tune in and find out what he's done to take his business from #70 to #52 in the company in the last 90 days!

  • 8.28.2020 - Behind the Scenes Employee Podcast

    BEHIND THE SCENES

    Featuring Alyssa Lyles

    Alyssa has had quite the journey here at Equis and has played a role in various departments within the company out of our Asheville, NC Home Office. Almost three years ago, she started working in the contracting department, then made her way to helping agents in Agent Services, and has now landed a position on the Business Development team as the Special Programs Administrator, assisting with programs such as Ignite, Elite Producers, and Manager Promotions.

    From growing up in Hackensack, New Jersey to her current pursuit of a bachelor’s degree, listen in to learn more about Alyssa and what makes her such a Rockstar here at Equis Financial!

  • 8.28.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Jason & Crystal Patello

    Regional Manager team, Jason & Crystal Patello, talk about how they went from being a lead to dialing leads, and now earning the title of Regional Manager, while going from being $147,000 in debt to being debt free in just 4 years!

  • 8.21.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Eric Boling

    Regional Marketing Director, Eric Boling, shares how he found the insurance industry, why he is still so passionate about it 11 years later, what brought him to Equis on day one of the company, and why he is continuing to fight to build and grow not only his team, but Equis Financial.

  • 8.14.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Michelle Williams

    District Manager, Michelle Williams, discusses what she found at Equis that made her decide to go from part-time to full-time in 6 short months... after spending 20 years in the industry as a part-time agent!

  • 8.7.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Leon & DeLayna Elliott

    Sales Managers, Leon & DeLayna Elliott, who share how they came to Equis, what made them decide that 2020 would be their "season & time," and how they pushed past what was holding them back and are now finding the levels of success that they were looking for!

  • 7.31.2020 - Behind the Scenes Employee Podcast

    BEHIND THE SCENES

    Featuring Laura (Queenie) Williams

    If you have ever called the Equis Home Office, chances are you have spoken with Queenie!

    Queenie joined the Equis family almost four years ago and has gained tremendous responsibility since her days as the Equis Financial Home Office receptionist.

    Although Queenie has her foot in many different areas of the business, her primary roles are assisting in Agent Services and New Business.

    From glitter to leopard prints, listen to Queenie’s featured podcast to learn why she is so fabulous! Enjoy, Equis Nation!

  • 7.31.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Anthony Ashley

    Bill Martin OG, speaks with Sales Manager, Anthony Ashley, who shares how his college friend and fraternity brother, Adam Larkins, introduced him to the Equis system, and what he did (and has his agents do) to help overcome the fear of dialing... once you do this, dialing is NO BIGGIE!

  • 7.23.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Steve Bedgood

    Equis Representative, Steve Bedgood, who shares how he rose above his struggles to complete "single" appointment sales by changing his mindset and utilizing the training sessions to help refine his responses to objections!

  • 7.21.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Scott Rumbo

    Regional Marketing Director, Scott Rumbo, delves into the Equis platform, specifically technology and support, two of the many things that sets Equis Financial, The Agent's Company, apart!

  • 7.16.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring George Roumell

    Sales Manager, Platinum Elite Producer, and four-year Equis veteran, George Roumell, who is a firm believer that if you learn and stick to the system, keep the right attitude, and maintain consistent activity, everything else will take care of itself, and you will find success here!

  • 7.14.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Ollie Collins

    Silver Elite Producer, and National Manager, Oliver Collins, who shares his perspective on leads, and how he interacts with the people who complete them, many of whom become his clients!

  • 7.13.2020 - Behind the Scenes Employee Podcast

    BEHIND THE SCENES

    In honor of Equis Financial’s inaugural Employee Appreciation Week, we are pleased to feature a very special edition of Behind the Scenes: An Employee Podcast!
    Listen in as Equis’ all-star management team recognizes all employees, with shout-outs to everyone in our 3 office locations as well as our remote employees--the dream team that makes up the stellar service known as The Agent's Company!

  • 7.10.2020 - Behind the Scenes Employee Podcast

    BEHIND THE SCENES

    Featuring James (Jimmy) Willis

    James, better known as Jimmy, came on board with Equis in October 2016 after graduating from High Point University in May 2016. Jimmy started out stationed in our Asheville, NC office before transitioning to a remote location in Fairfax, VA. Throughout his time with Equis, Jimmy has held several positions, but his typical day-to-day includes a lot of interacting with and assisting our agent force. Hear more about who Jimmy is outside of his Equis uniform!

  • 7.9.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Brandon Clarke

    Sales Manager and Platinum Elite Producer, Brandon Clarke, chats about how he was able to overcome fears and keep pushing past failures by plugging in to the Equis system and continuing his daily, weekly, and monthly activity, to find success and virtually double his previous income!

  • 7.7.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Darren Willis

    Darren Willis, who, 3 years ago, was simply looking for an extra $2500 a month on a part-time basis to help put his kids through private school. Flash forward to today, even though he remains part-time, Darren has managed to become the #12 Regional Manager in the company! How does he do it? Tune in and find out now!

  • 7.6.2020 - Behind the Scenes Employee Podcast

    BEHIND THE SCENES

    Featuring Holly Lewis

    Holly joined the Equis family in March 2018 as the Executive Assistant to Equis Financial’s President & CEO, Barry Clarkson. Holly works out of our Lynchburg, VA office and is a mom of two. Her favorite part about working for Equis is getting the opportunity to interact with all of our agents and hearing their success stories. She also enjoys planning various events for Barry!
    Listen and get to know Holly on a more personal level and find out what she likes to do in her free time.

  • 7.3.2020 - Behind the Scenes Employee Podcast

    BEHIND THE SCENES

    Featuring Rachel King

    Rachel is the Agent Communications Specialist and has been working with Equis Financial for three years. Rachel is happiest when assisting others and loves engaging with agents daily. If you have ever used the chat feature on the Equis site, there is a good chance you have interacted with Rachel as she helps with onboarding, contracting, and everything in-between.
    Make sure to listen and get to know Rachel on a more personal level by finding out what she likes to do in her free time.

  • 7.2.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Gale Hammond

    Regional Manager and Platinum Elite Producer, Gale Hammond, shares what time and experience have taught her... how to read a room and the tension in the air, and how to preemptively handle objections in the home before they can even happen!

  • 6.30.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Patrick Hutchinson

    In 2017, Patrick Hutchinson was not looking for a way to reinvent the wheel, and he was drawn to what he found at Equis: the leadership, the training, and the plug & play system. Now the goal is duplication & building his baseshop. Listen in to hear more!

  • 6.29.2020 - Behind the Scenes Employee Podcast

    BEHIND THE SCENES

    Featuring Jackie Hensley

    Jackie is a Lead Consultant in the Leads Department and has been working out of the Lynchburg, VA office since September 2016.

    Jackie helps agents with mortgage protection, standing lead orders, and helps agents strategize to make a game plan for the areas they live or work in.

    Listen and get to know Jackie on a more personal level--everything from her favorite books and her love for school to how much she enjoys helping other people.

  • 6.26.2020 - Behind the Scenes Employee Podcast

    BEHIND THE SCENES

    Featuring Ryan Cole

    Ryan Cole is the Compensation and Hierarchy Specialist at Equis Financial and works out of the Home Office in Asheville, NC. Ryan was the very first Core Value Champion of 2020 for Ownership!
    Ryan strives to do his best in his work every day and believes ownership is one of our most important core values. He believes employees and agents must take ownership of their everyday tasks and responsibilities.
    Let's listen to learn more about Ryan and what he likes to do in his free time, when not at work serving Equis agents.

  • 6.25.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Dawn McNichols

    Hear about Dawn's choice to leave the medical field, the leap from being Matt Weiner's client to having him as a mentor, and that moment when she realized that she had underestimated herself and her potential!

  • 6.23.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Mike Hall

    Regional Marketing Director, Mike Hall talks about how he transitioned from a career as a firefighter to insurance sales, and how mindset, being teachable, and being willing to work hard were integral to his success!

  • 6.22.2020 - Behind the Scenes Employee Podcast

    BEHIND THE SCENES

    Featuring Alaina Forslund

    Alaina has been working with Equis Financial for over 4 years on our Creative Team. From making graphics to building websites, and everything in between, Alaina is the go-to girl when it comes to marketing and branding—she is a true Equis warrior! Alaina is known for working behind the scenes with the most contagious, positive attitude. Listen to learn more about Alaina and what she likes to do in her free time, when not at work serving Equis agents.

  • 6.18.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Ron Occeus

    Bill Martin OG, talks to Gold Elite Producer, Ron Occeus, about how he has already written $91K in paid APV this year, without the assistance of leads! How does he do it? Find out now!

  • 6.15.2020 - Behind the Scenes Employee Podcast

    BEHIND THE SCENES

    Featuring Jana Millspaugh

    Equis' first-ever Employee Podcast featuring Jana Millspaugh! Jana's proudly been serving at Equis Financial for just over 3.5 years. As Creative Producer, Jana loves to be on the frontlines marketing and works behind the scenes every day with the most positive attitude. Listen to learn more about Jana and get to know her on a more personal note!

  • 6.16.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Jeff Geske

    Gold Elite Producer, Jeff Geske, talks about the keys to success in this industry: Attitude & focus, treating it like a business, and how you handle adversity.

  • 6.12.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Rick Reed

    Diamond Elite Producer, Rick Reed discusses the changes he is making in his business practices as he transitions from focusing on producing and selling, to building an agency!

  • 6.10.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Jim Glascott

    National Manager, Jim Glascott, talks about how 15+ years of experience hasn't stopped the need for learning and training, and the importance of plugging in to the Equis system!

  • 6.8.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Mike Athas

    District Manager, Mike Athas, discusses having trust in the system, and how when you come across an inevitable rough patch, you have to battle through. Mike also discusses tracking your activity so you can look back and prove what does and doesn't work, because those numbers don't lie!

  • 6.5.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Bill Lampe

    Regional Manager, Bill Lampe, talks about how what he learned growing up on a farm in Wisconsin helped to prepare him to keep a positive attitude in the face of things that are out of his control in the insurance industry!

  • 6.3.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring David Richter

    Sales Manager & Diamond Elite Producer, David Richter, discusses what gave him the confidence to open a brick and mortar office and the vision he sees for the future here at Equis Financial!

  • 6.1.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Jamie Trent

    Regional Manager, Jamie Trent talks about the freedom he has gained being his own CEO here at Equis Financial, and the misnomer behind Advanced Markets, and why you shouldn't let the name intimidate you and keep you from broadening your portfolio!

  • 5.29.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Pete Beckman

    Bill Martin OG, is joined by Regional Manager Pete Beckman, who is happy to spill the beans on how to increase your business while remaining cost-effective by utilizing various lead resources!

  • 5.27.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Bill Martin 2.0

    Today on Winning In The Field, Executive VP of Sales, Bill Martin OG, is joined by VP of Advanced Markets, Bill Martin 2.0! 2.0 shares his story of how he was introduced to the world of Advanced Markets, and provides information on how you can begin learning more about what it is, and how it can help boost your sales and increase your product portfolio, providing more options for your clients!

  • 5.20.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Eric Valdez

    Join Bill Martin OG as he speaks daily with agents who are finding success in the field during a global pandemic. How are they doing it? What have their
    clients been saying? And what advice do they have for their fellow colleagues?

  • 5.18.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Jonathan & Holly Rogers

    Join Bill Martin OG as he speaks daily with agents who are finding success in the field during a global pandemic. How are they doing it? What have their
    clients been saying? And what advice do they have for their fellow colleagues?

  • 5.15.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Kim Berling

    Join Bill Martin OG as he speaks daily with agents who are finding success in the field during a global pandemic. How are they doing it? What have their
    clients been saying? And what advice do they have for their fellow colleagues?

  • 5.11.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Dan McRae

    Join Bill Martin OG as he speaks daily with agents who are finding success in the field during a global pandemic. How are they doing it? What have their
    clients been saying? And what advice do they have for their fellow colleagues?

  • 5.8.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Noell Hughes

    Join Bill Martin OG as he speaks daily with agents who are finding success in the field during a global pandemic. How are they doing it? What have their
    clients been saying? And what advice do they have for their fellow colleagues?

  • 5.6.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Matthew Weiner

    Join Bill Martin OG as he speaks daily with agents who are finding success in the field during a global pandemic. How are they doing it? What have their
    clients been saying? And what advice do they have for their fellow colleagues?

  • 5.4.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Dan Lambert

    Join Bill Martin OG as he speaks daily with agents who are finding success in the field during a global pandemic. How are they doing it? What have their
    clients been saying? And what advice do they have for their fellow colleagues?

  • 5.1.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Cedric Stinson

    Join Bill Martin OG as he speaks daily with agents who are finding success in the field during a global pandemic. How are they doing it? What have their
    clients been saying? And what advice do they have for their fellow colleagues?

  • 4.29.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring John Kight

    Join Bill Martin OG as he speaks daily with agents who are finding success in the field during a global pandemic. How are they doing it? What have their
    clients been saying? And what advice do they have for their fellow colleagues?

  • 4.27.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Deanna Cooper

    Join Bill Martin OG as he speaks daily with agents who are finding success in the field during a global pandemic. How are they doing it? What have their
    clients been saying? And what advice do they have for their fellow colleagues?

  • 4.24.2020 - Winning in the Field with OG

    WINNING IN THE FIELD

    Featuring Stephanie Harlan

    Join Bill Martin OG as he speaks daily with agents who are finding success in the field during a global pandemic. How are they doing it? What have their
    clients been saying? And what advice do they have for their fellow colleagues?

© Equis Financial   |   All Rights Reserved   |    1.828.299.9600