SALES TRAINING VIDEO CALLS

Every Friday at 11 AM ET

Recordings Added Weekly

  • 11.20.2020 - October Promotion Edition

    SALES TRAINING VIDEO CALL

    Promotion Recognition Edition of the Friday Sales Call, with Executive VP of Sales Development, Bill Martin OG!

    Bill is joined by 13 newly promoted managers!

    6 Sales Managers
    5 District Managers
    2 Regional Managers

    Tune in to this call to congratulate the newly promoted managers, hear how they achieved their success, and what you can do to duplicate it!

    This is a great call for all agents!

  • 11.13.2020 - Introduction to the NEW Internet Life Leads

    SALES TRAINING VIDEO CALL

    Executive VP of Sales Development, Bill Martin OG, is joined by special guests, President and CEO, Barry Clarkson, Silver Elite Producer,
    Jean Neethling, Sales Manager and Diamond Elite Producer,
    David Richter, Personal Producer, Dianne Shaw, and Sales Manager, Diamond Elite Producer, and Ignite Award Winner, Rick Hazouri Jr.!

    Jean is fired up about these Instant Internet Life Leads, purchasing 8 leads for $88, contacting all 8 through dialing or door-knocking and writing $2,000 APV!

    Dianne, a brand new agent, will share a story about a gentleman she called who wasn't interested, but he called her back. They set up a Zoom appointment, and she wrote an application for $3,000 APV! Dianne and David have been working together on these leads and have spent $400 on these new Instant Internet Life Leads.

    Rick has purchased over 150 Instant Internet Life Leads! He dials them first and if he gets no response, he door-knocks them the next day. Rick has been having tremendous success with these Instant Internet Life Leads and will tell you HOW he is finding success.

  • 11.6.2020 - How to Stay Consistent and Move Up the Leaderboard

    SALES TRAINING VIDEO CALL

    Executive VP of Sales Development, Bill Martin OG, is joined by special guests, Regional Manager, Builders' Boost Recipient, Gold Elite Producer, and Ignite Award Winner, Ruben Basurto and Diamond Elite Producer and Ignite Award Winner, Joe Freeland!

    Ruben joined Equis in 2017 and recently qualified as a Regional Manager and is ranked #31 spot in the company by producing $201,378 year-to-date ($73,901 from the past 90 days)!

    Joe has been a consistent producer with Equis since 2016. He is currently #16 in the company by producing $254,337 year-to-date ($86,803 from the past 90 days)!

    Both Ruben and Joe have and continue to make impressive moves on the leaderboards. Tune in to learn HOW!

  • 10.30.2020 - How to Replace a Full-Time Income

    SALES TRAINING VIDEO CALL

    Executive VP of Sales Development, Bill Martin OG, is joined by special guests, Senior Sales Manager and Silver Elite Producer, Flor Garcia, and Silver Elite Producer, Brian Holler!

    Flor has been a part of Claudia Mathieu's agency for roughly two years and has issued paid $139,148 year to date. She initially joined Equis on a part-time basis to make some extra money. then late last year she had a conversation with Claudia on how to take her business to the next level. Flor has since become a very consistent producer and is striving to be a top producer!

    Brian is a part of Jason and Crystal Patello's agency and started out as one of their clients until he decided to look into becoming an agent after some events effected his household income. Brian has since issued paid $135,481 year to date, making as much money selling one policy, as he did working a 40-hour week in the trucking industry. Joining Equis Nation has been a game changer for Brian and his family.

  • 10.23.2020 - Sharing The Equis Opportunity

    SALES TRAINING VIDEO CALL

    Executive VP of Sales Development, Bill Martin OG, is joined by special guest, National Marketing Director, Builders' Boost Recipient, Gold Elite Producer, and Ignite Award Winner, John Kight!

    John is the master at sharing the Equis Opportunity and helping people figure out what their goals are and what they want out of life. Are they working for someone else but want to be their own CEO? Do they need to supplement their income with part-time work? John helps them identify where they are now and how to move in the direction of their goals.

    On this call, John turns his attention to you as he teaches you how to build your team by leading from the front like he does. If “building” is your next objective, then you NEED to tune in to this call!

  • 10.16.2020 - September Promotion Edition

    SALES TRAINING VIDEO CALL

    Promotion Recognition Edition of the Friday Sales Call, with Executive VP of Sales Development, Bill Martin OG!

    Bill is joined by 20 newly promoted managers!

    7 Sales Managers
    7 Senior Sales Managers
    3 District Managers
    1 Regional Manager Team
    1 National Manager

    Tune in to this call to hear how these newly promoted managers achieved their success, and what you can do to duplicate it!

    This is a great call for all agents!

  • 10.9.2020 - Two Carriers Who Place Business Quickly!

    SALES TRAINING VIDEO CALL

    VP of Sales Development, Bill Martin OG is joined by special guests: Ignite Award Winner, David Harman, Sales Manager and Ignite Award Winner, Angela Najjar, Silver Elite Producer, Brian Mansdoerfer, and Silver Elite Producer, Mark Levy!

    David has been with Equis Financial for 3 years and is making extreme progress! In this year alone, David has issued over 100 policies focusing primarily on Final Expense. He will be sharing how he is receiving referrals and having incredible success with American Amicable! In fact, David says that they have the BEST tobacco rates and issue FAST.

    Angela has a 90% placement with American Amicable's mortgage term policy. She loves working with them and says they are extremely competitive with great underwriting.

    Brian has an 88% placement with Foresters over the past 60 days, loves the diversity of their product line, and says that they also place business FAST.

    Mark has been with Equis for over 2 years and has a 95% placement with Foresters over the past 60 days. Like Brian, Mark loves the Forester's product line as well as having one of the best home offices to work with.

  • 10.2.2020 - Building a Regional Manager Factory

    SALES TRAINING VIDEO CALL

    Bill Martin OG is joined by special guests: Executive Marketing Director and Builders' Boost recipient, Nick Theodore, and newly promoted Regional Managers and Ignite Winners, Todd and Kathleen Fittro!

    Todd and Kathleen started with Equis Financial last year and are beginning to establish a name for themselves within the company! Their business went from 7 Unique Writers and $11,000 paid APV in April to 15 Unique Writers and $68,000 paid APV in August. Plus, they were just promoted to Regional Managers!

    Bill OG and Nick discover how Todd and Kathleen have achieved this level of success and how they plan to continue growing!

  • 9.25.2020 - Diving Deep on Dialing Leads

    SALES TRAINING VIDEO CALL

    Executive VP of Sales, Bill Martin OG, is joined by Diamond Elite Producer, Andrew Pappas, Diamond Elite Producer, Sales Manager, and Ignite Winner, Rick Hazouri, Gold Elite Producer, Sales Manager, and Ignite Winner, Nicole Hansen, and Gold Elite Producer, Sales Manager, and Ignite Winner, Ken Lorow!

    Bill has a casual conversation with these agents about dialing leads. They cover everything from the phone script, tonality, scheduling, different types of leads, and handling objections. Ken also shares tips on how he is successful setting appointments with Incomplete Phone Leads (IPL).

    This is an awesome call!

  • 9.18.2020 - Hall Hierarchy

    SALES TRAINING VIDEO CALL

    Bill Martin OG, is joined by Regional Marketing Director, Builders' Boost participant, and Ignite Award Winner, Mike Hall; District Manager, Carlos Bastardo; and Sales Manager, Silver Elite Producer, and Ignite Award Winner, Kyle Vanlue!

    The Hall Hierarchy is growing like crazy! In fact, in the last 90-days they have seen a 25% increase over the previous 90-day production numbers. Carlos and Kyle are two of the reasons this has happened!

    Find out what changes Carlos and Kyle have made and find out from Mike what he believes is the number one reason for the leap in their growth!

  • 9.4.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Executive VP of Sales, Bill Martin OG, is joined by an all-star line up of the TOP 5 Paid Producers year to date!

    This all-star line up includes: Platinum Elite Producer, Scott Cooper; Diamond Elite Producer and Ignite Winner, Cedric Stinson; Diamond Elite Producer, Ignite Winner, Regional Manager, and Builders' Boost Participant, Tanya Hughes; Diamond Elite Producer and Ignite Winner, Deanna Cooper; and Diamond Elite Producer and Ignite Winner, Brandon Hall.

    Combined, this group of warriors has $2,000,000 in paid APV, year to date! Join us today to find out how they do it, and what it is that sets them apart from the rest.

    This is the perfect call to set the tone for the rest of the year as we head into the most PROFITABLE and productive quarter of the year!

  • 8.28.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Featuring District Manager, Silver Elite Producer, and Ignite Winner, Michelle Williams and Silver Elite Producer, Taylor Rumbo.
    Michelle has been with Equis Financial since 2018 as a part of Lex Bailey's agency. She began her journey with Equis as a part-time agent and decided to transition into a full-time agent last year. Michelle has been part-time in the insurance business for 20 years and never considered going full-time until she joined Equis. As a qualified DM and soon to be RM, Michelle's paid APV for the month of July was $38,077. She is also currently occupying the #12 spot so far this month with $32,579 in submitted APV.

    Taylor is the son of Regional Marketing Director, Scott Rumbo, and has been on quite the run over the past 90 days. In July, Taylor's paid APV was $23,579 and so far this month he is holding the #8 spot in the company with $35,342 in submitted APV. In fact, for the past 3 weeks in a row, Taylor has written over $10,000!

    Learn why Michelle decided to go full-time with Equis after 20 years and what Taylor is doing to stay consistent 3 weeks in a row.

  • 8.21.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Sales Manager, Anthony Ashley and Ignite Winner, Jessie Adams talk about their journey towards financial freedom.

    Anthony joined Equis in the later part of 2018 after being introduced to the company through one of his college fraternity brothers, Adam Larkins. He started out as a part-time agent and then in the spring of last year, he decided to become a full-time agent. So far this year, Anthony has $114,269.00 in paid APV and is well on his way to $200,000! Like many agents, Anthony struggled making phone calls in the beginning. But he found a way to overcome his fear and now making dials is no big deal for him.

    Jessie started with Equis in June of this year, after being introduced by Christian Pounder. In his first full month in the business, as a part-time agent, Jessie's paid APV was $19,698. Christian and Jessie have known each other since they were children and had lost contact until one day Jessie saw a social media post of Christian speaking at one of Equis' conferences. Jessie contacted Christian to find out what he was doing, and thought, "If Christian can do it, I can do it."

    This is a great call!

  • 8.14.2020 - Sales Training Video Call - Promotion Recognition Edition

    SALES TRAINING VIDEO CALL

    Bill is joined by 15 Regional Managers and 15 newly promoted Sales Managers and District Managers.

    Tune in to this call to congratulate the newly promoted agents and hear how they achieved their success.

    This will be a great call for all agents, beginner, and advanced to plug into.

  • 8.7.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    On this SPECIAL EDITION, Friday Sales Call, Executive VP of Sales, Bill Martin OG, is joined by President, & CEO, Barry Clarkson, Executive VP of Agency Development, Rob Jones, and Co-Founder, & CEO of Integrity Marketing Group, Bryan Adams!

    Barry, Bill, and Rob sit down with Bryan to discuss Equis Financial's partnership with Integrity, and what it means for you, the agent! We will find out why Integrity was attracted to Equis, why this partnership is a great fit, and what the future looks like as Equis grows, and how you can take advantage of all that is offered!

    We will also learn more about Bryan, how he got started, and what his vision was when he started Integrity.

    This will be one of the BIGGEST and most INFORMATIVE calls of the year!

  • 7.31.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG, is joined by Regional Marketing Director, Scott Rumbo, and Sales Manager and Silver Elite Producer, Holly Kempton.

    Scott is the #4 Regional Manager YTD with $3,200,000 paid APV in his agency and is still growing fast. During this call, Scott will be sharing how he has been building and maintaining his agency for the past 4 years on a part-time basis. Most people are not aware that Scott works with Equis part-time because he does not use that as an excuse to not be successful.

    Holly has 59 applications totaling $53,698 in paid APV in the past 90 days. She has been with Equis for over 2 years but has been inconsistent until the beginning of this year when she decided to make the Equis system work for her, no longer having a plan B. Since making that decision, her production has jumped! What is even more impressive about her recent surge is that she is a single mother with teenagers and is still making things happen!

  • 7.24.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG, is joined by Regional Manager, Platinum Elite Producer, and Ignite Winner, Gale Hammond, and Regional Manager, Diamond Elite Producer, and Ignite Winner, Robert Balgac, the "Zookeeper!"

    Gale was one of the first agents to join Equis Financial and has weathered the storms through all of the growth and developments Equis has faced. Despite the challenges, Gale has maintained a very profitable business while primarily working part-time. During this call, Gale offers a unique perspective on the Equis opportunity, which will be extremely helpful to new agents who are just getting started and want to make money quickly.

    Robert shares what he has learned though some of the trials he has recently faced as a producer and a manager. He has positioned himself to have an explosion of growth as he finishes 2020. What Robert shares will be extremely helpful to agents who feel they may have lost some momentum and are looking for ways to get it back.

  • 7.17.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG, is joined by Regional Marketing Director, Darren Willis, and National Manager, Silver Elite Producer, and Ignite Winner, Ollie Collins!

    Darren and Ollie’s recruiting numbers are skyrocketing! They both see the range of opportunities available since our partnership with Integrity and are not letting these once-in-a-lifetime opportunities pass them by.

    Find out what they are doing and why they feel the time is NOW to make a significant mark on your business.

  • 7.10.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Barry Clarkson and Rob Jones guest-host this sales call. They showcase the following agents who were most recently promoted to Sales Manager & District Manager, as well as the Regional Managers who promoted them: Dave Schneider, AJ Camp, Ruben Basurto, Luz Mora Irigoyen, Steve Houston, Josh Kollar, John Kight, Bryan Nicely, Adam Weyne, Eric Boling, Darren Sliva, Kirk Armstrong, Jamie Trent, and Patrick DiLorenzo.

    Tune in to see what motivated these new managers to obtain these promotions, what their future goals are, and how they plan to achieve them!

  • 6.26.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG is joined by Sales Manager, Ken Lorow, and Silver Elite Producer, Tanya Johnson who are following the Equis System and winning!

    Ken has been with Equis for a little over two years and has amassed $64,000 in paid APV over the past 90 days! Ken is a father of four and is making a living being full time with Equis. So far, 2020 has been Ken’s best year with the company! This month alone, he has deposited $16,000! Tomorrow, Ken will share how he has advanced his business and made impactful changes.

    Tanya started with Equis in 2018 and is a member of the Hughes’ agency. Last year alone, Tanya had $114,000 in paid APV! While in the last 90 days, she's stacked up over $67,000 in paid APV, which puts her on track to DOUBLE her production this year. Tanya will tell us what steps she took to double her production and what incentivized her to do so.

    This call will help a variety of agents improve their results and take their business to the next level.

  • 6.19.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Learn about our NEW LEAD PROGRAM that has become available through Equis Financial’s partnership with Integrity! This new program will open many new doors of opportunity for you to make any number of appointments you may need. 

    Bill is joined by members of Nick Theodore's team. Nick’s team is one of the fastest growing hierarchies at Equis. They are on fire! In fact, his team production is pacing to have a record year despite all that is currently going on in our country.

    Nick has three of his Regional Managers on this call: National Manager and Gold Elite Producer, Matthew Weiner, National Manager and Gold Elite Producer, Casey Wood, and Executive Manager and Silver Elite Producer, Jon Schwartz.

    These guys talk about all of the different components that are contributing to the team’s growth. They discuss how important dial sessions are and why it is critical to seek advice and help when faced with a challenge, utilizing the resources that are available to you. If you want to grow and improve.

  • 6.12.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    OG hears from Sales Manager, Roy Montgomery and Executive Manager and Diamond Elite Producer, Lori Martin. Roy has written $88,698 in paid APV this year. Roy started with Equis part-time a little over 2 years ago and had no interest going full-time in a strictly commission-based business. Now, he is full-time and managing a team that includes the #4 paid personal producer YTD, Cedric Stinson. You are going to love hearing Roy’s story on how he went from fearing to leave a secure job to becoming an unemployed business owner.

    So far this year, Lori has written $121,916 in paid APV and was promoted to Executive Manager on March 1st. Lori has been with Equis almost 4 years and has consistently been one of our top producers and top agency managers. Lori will share insights on managing the highs and lows of juggling personal production while also managing a team.

  • 6.5.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    President & CEO, Barry Clarkson, joins OG to unveil our newest carrier - American Amicable!

    Regional Manager and Gold Elite Producer, Matthew Weiner, Sales Manager, Dawn McNichols, and Todd Burden also join to discuss their phenomenal growth as a result of virtual dial sessions and participating in calls each week!

  • 5.29.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG is joined by Sales Manager and Platinum Elite Producer, Jahmal Bowman, and Sales Manager and Diamond Elite Producer, Noell Hughes

  • 5.22.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG is joined by Executive Marketing Director, Nick Theodore, National Marketing Director, John Kight, Regional Marketing Director, Jerrod Ewing, and National Manager, Eric Valdez, to discuss the new partnership with Integrity Marketing Group! How will this partnership effect and help our sales force? What does it mean long-term? How can agents capitalize on these changes? All four of these managers have had a chance to meet with some of the Integrity team, and will provide insights from their perspective!

  • 5.15.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG is joined by Regional Manager and Platinum Elite Producer, David Schneider and Sales Manager and Diamond Elite Producer, Matthew Gibbons. Both of these gentlemen were attracted to Equis because of the opportunities we offer to be your own CEO. They had both previously been self-employed and had that business owner mindset. They will be sharing what it takes to balance personal sales while building and managing a team, as well as why it makes sense to build inside the Equis system.

  • 5.8.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    John Kight takes over this weeks call and is joined by Diamond Elite Producer, Bill Roman, and Silver Elite Producer, Scott Cooper! John finds out what exactly they are doing to maintain such high numbers--from the types of leads they are calling, the number of appointments they are running, to the types of appointments they are completing.

  • 5.1.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG is joined by Equis Financial's President and CEO, Barry Clarkson, as well as Executive VP of Agency Development, Rob Jones! They will be providing a "State of The Union at Equis," and sharing the things that they have seen working as our worlds have changed! They will discuss the home office, and adjustments that have been made to allow us to continue to support everyone in the field. They will also discuss how we are positioning ourselves through this adversity to become even better and stronger than ever!

  • 4.24.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG is joined by 2 guests who have continued to produce at a very high level since we entered this "new normal," Casey Worthington & Joe Gibbons!

    In the past 6 weeks, Casey has had 65 paid applications, and Joe has had a total of $48,579 in paid APV. Both are continuing to run appointments in people's homes when possible, while maintaining social distancing guidelines.

  • 4.17.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG speaks with David Crocker and Ruben Basurto! David has been producing steadily since joining Equis in 2017. Last week, he submitted 14 applications for $16,569 in APV, and all but 2 of those appointments were face-to-face! David will be sharing how he handles any push-back he receives in his "new normal" way of doing business. 

  • 4.10.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG speaks with 3 sales agents; Tanya Hughes, Chris Tinsman, and Cedric Stinson, who are making the most out of today's situation!

  • 4.3.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG interviews Stephanie Harlan who is finding success by reaching out to older leads.

  • 3.27.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    President & CEO, Barry Clarkson gives a brief State of the Union address to all of Equis Nation. Following Barry's address, stay tuned as OG interviews another all-star lineup including Brandon Hall, Claudia Mathieu, and Scott Cooper.

  • 3.20.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG is joined by an all-star lineup who have been able to make adjustments to how they run their businesses in these volatile times and continue to come out on top! This group will be sharing what they are having success with and the reactions they are receiving from their clients!

  • 3.13.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    President & CEO, Barry Clarkson, joins Bill Martin OG to share some exciting new updates concerning lead flow & the incredible opportunities happening as a result of the boom in the refinance market! Bill will also be sharing important tips on meeting with potential clients during the national health concern, including how to use Foresters Non-Face-To-Face products!

  • 3.6.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG interviews 2 agents who have found success incorporating Advanced Markets products into their daily sales routines, bringing their businesses greater profits!

  • 2.28.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG interviews 2 agents who have clearly found their chosen paths of S-U-C-C-E-S-S utilizing the Equis System!

  • 2.21.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG interviews 2 CEOs who are exemplifying the Equis Core Value of Ownership by taking control of their businesses and accelerating to the next level!

  • 2.14.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Veteran agents that have been with Equis Financial since the very beginning, Dan Lambert and Cody Beck, discuss ways to build a predictable business model using the Equis System and how to create and maintain a sustainable agency!

  • 2.7.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    This Sales Training Video Call is hosted by our VP of Agency Development, Rob Jones! He has invited special guests Charlie Robinson and Nicholas Dykes to join him!

  • 1.31.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG invites guests, Pete Lee & Bill Martin 2.0, on to the call! There is untapped, VALUABLE business all around us WITHOUT having to use leads.

  • 1.24.2020 - Sales Training Video Call

    SALES TRAINING VIDEO CALL

    Bill Martin OG has two guests, Ursula Macklin and Joshua Kollar, who between the two, had issued paid over $243,000 in premium using B LEADS and REFERRALS ONLY!

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