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What does it really take to build a massive team without gimmicks, pressure tactics, or burnout?

In this episode of The Modern Insurance Agent Podcast, we sit down with Brian Carruthers, one of the most respected team builders and leadership trainers in the world.

Brian built a 400,000+ person organization across multiple countries, authored bestselling books on recruiting and mindset, and became a go-to trainer inside LegalShield by doing the exact opposite of what most people expect.

No hype.
No convincing.
No complicated systems.

Instead, Brian explains why sorting beats selling, how simple duplication always wins, and how insurance agents can apply these same principles to build scalable teams, improve retention, and create leveraged income that doesn’t depend on constant hustle.

🧠 What You’ll Learn in This Episode

🔹 How Brian Carruthers built one of the largest teams in network marketing history
🔹 Why sorting instead of convincing creates faster growth with less resistance
🔹 Recruiting language patterns that feel natural not salesy
🔹 How to design simple, duplicable systems your team will actually follow
🔹 Why LegalShield pairs naturally with insurance conversations
🔹 How to position LegalShield as a trusted advisor value-add, not “another product”
🔹 The mindset and daily habits required to build a business that grows with or without you

🛡 Why This Matters for Insurance Agents

Insurance protects assets.
LegalShield protects decisions.

Brian breaks down how top agents seamlessly integrate LegalShield into conversations around:
→ Estate planning
→ Living wills & durable power of attorney
→ Contracts & legal consultations
→ Identity protection & long-term client care
→ When positioned correctly, it deepens trust, strengthens relationships, and increases referrals without adding pressure or complexity.

📘 Learn more about Brian Carruthers:
👉 https://briancarruthers.com
🎥 YouTube: https://www.youtube.com/@BRIANCARRUTHERS
📱 Instagram / Facebook / LinkedIn / X: @RealBrianCarruthers

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

Join the Movement of Modern Insurance Agents!

Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀

📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

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The Meta lead market is breaking and most final expense agents aren’t ready for what comes next.

In an industry flooded with noise, guru marketing, and inflated promises, this episode of The Modern Insurance Agent Podcast cuts straight to reality.
We sit down with Brandon Novick, a behind-the-scenes operator who quietly built one of the most effective in-house final expense telesales lead engines in the country without personal branding, social media fame, or flashy screenshots.

Brandon has trained 600+ agents, scaled teams to $500,000+ per month in FE production, and built a multimillion-dollar lead platform from scratch by focusing on discipline, systems, and execution not hype.

This is a raw, honest conversation about:

- Why Meta oversaturation collapsed the FE lead market
- What disciplined agents are doing instead
- Why chasing “top producers” is one of the most expensive mistakes agencies make

And what it actually takes to survive and win in the next era of insurance sales

No fluff.
No inflated dashboards.
Just real systems, real culture, and real work.

🧠 WHAT YOU’LL LEARN IN THIS EPISODE

📉 Why Meta Broke the FE Lead Market
How oversaturation, bad incentives, and shortcuts destroyed ROI and what smart agents are doing now.

🏗️ How to Build In-House Leads That Scale
A practical look at creating internal lead generation systems without vendor dependency.

🧠 Why “Top Producers” Can Kill Your Culture
The hidden cost of recruiting talent without character and how it sabotages teams.

🤠 The End of the Wild West Era
What tightening markets mean for health and final expense agents moving forward.

🤖 How AI & Overseas VAs Are Reshaping Telesales
What’s working, what’s not, and how lean teams are staying competitive.

💪 What Real Work Ethic Looks Like Now
Why shortcuts are disappearing and what separates survivors from quitters.

🎭 Scaling Without Becoming a Public Personality
How Brandon grew massive production without building a personal brand.

🔄 Mindset Shifts for a Tightening Market
The mental and operational changes required to stay profitable long-term.

🎯 WHO THIS EPISODE IS FOR

✔️ Final Expense agents running telesales
✔️ Health & FE agents struggling with lead quality
✔️ Agency owners building internal systems
✔️ Producers tired of hype, gurus, and fake numbers
✔️ Agents who want stability, not shortcuts

📞 Connect with Brandon Novick:
👉 https://blackrockins.com/contact-us

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

Join the Movement of Modern Insurance Agents!

Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀

📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us a text

Single women are one of the most underserved and most misunderstood groups in financial planning and insurance today.

And the cost isn’t just financial, it’s clarity, confidence, and long-term security.
In this episode of The Modern Insurance Agent Podcast, we sit down with Lisa Clements, former corporate HR executive at Accenture and Meta, turned financial advisor and investment manager who exclusively serves single women.

Lisa is the founder of Clear Springs Wealth, a fast-growing advisory firm built around education, empathy, and modern planning for women who are never married, widowed, or divorced. She brings a rare combination of executive-level decision-making, emotional intelligence, and real-world financial strategy to an industry that too often relies on jargon and fear-based selling.

In this conversation, we unpack why traditional financial and insurance advice often misses the mark for single women, how modern advisors can serve this demographic with integrity, and where **AI fits and doesn’t fit inside relationship-based planning.

This episode is essential listening for advisors, agents, and women who want a smarter, more human approach to money and protection.

🧠 WHAT YOU’LL LEARN IN THIS EPISODE

👩‍💼 Why Single Women Need a Different Strategy
The unique financial planning and insurance challenges single women face—and why one-size-fits-all advice fails them.

🔄 From Corporate Executive to Entrepreneur
How Lisa transitioned from senior HR roles at Accenture and Meta into advisory work with purpose and impact.

📚 Education vs. Fear-Based Selling
Why education-driven planning builds confidence, trust, and better long-term outcomes.

🛡️ Simplifying Insurance Without Overwhelm
How to approach life, disability, and long-term care conversations clearly and compassionately.

🤖 Where AI Helps and Where It Doesn’t
How advisors can use AI to support planning while preserving trust, nuance, and human connection.

📉 Industry Shifts You Can’t Ignore
What’s changing in life insurance pricing and long-term care and how it affects women planning solo.

📲 Modern Client Attraction That Builds Trust
How podcasts, social media, and authentic education are attracting aligned, high-quality clients.

💡 Why Education Unlocks Confidence
How understanding not pressure leads to action, peace of mind, and better decisions with money.

🎯 WHO THIS EPISODE IS FOR

✔️ Insurance agents and financial advisors who want to serve women better
✔️ Advisors modernizing their marketing without sacrificing trust
✔️ Single women navigating financial decisions without a partner
✔️ Anyone curious about the future of holistic, human-first financial planning

🌿 Connect with Lisa Clements:
👉 https://www.clearspringswealth.com
👉 https://www.clearspringswealth.com/credentials
📧 lisa@clearspringswealth.com

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

Join the Movement of Modern Insurance Agents!

Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀

📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group