Business
On Episode 10, I speak with Michael Gau of Win Succession. He’s acquired over 50 books of life insurance and investment business and provides some great insights on how to position your book for sale and what to look for when buying. Listen in to learn about what can go wrong in a transition and how to get it right.
Episode Highlights
7:00 - The secret to success, cold calls and relationships, new technology
11:00 - The need for training, the aging population, and children
19:00 - Smooth transitions, eagerness and cutting corners, wakeup calls
27:00 - Look under the hood, preparing clients for a sale, practical considerations, compliance
40:00 - Marketing successfully, keep it simple
More Episodes
Episode Fifteen: Marc & Chris
2022-09-28
24
2022-09-28
24
Episode Fourteen: JR MacDonald
2022-07-13
17
2022-07-13
17
Episode Thirteen: Grant Hicks
2022-06-03
53
2022-06-03
53
Episode Twelve: Jason Pereira
2022-05-06
36
2022-05-06
36
Episode Eleven: Jayesh Kasim
2022-04-05
28
2022-04-05
28
Episode Nine: Joey Lam & Caleb Miller
2022-02-18
9
2022-02-18
9
Episode Eight: Charlie Conron
2022-01-28
9
2022-01-28
9
Episode Seven: Aly Dhalla
2022-01-21
16
2022-01-21
16
Episode Six: Michael Wortsman
2021-12-01
31
2021-12-01
31
Episode Five: Philip Setter
2021-11-17
49
2021-11-17
49
Episode Four: Dave Faulkner
2021-11-03
29
2021-11-03
29
Episode Three: Jason Watt
2021-10-20
42
2021-10-20
42
Episode Two: Marc Sherman
2021-10-06
34
2021-10-06
34
Episode One: Julia Chung
2021-09-22
51
2021-09-22
51
Get this podcast on your
phone, FREE
