<![CDATA[Frustration to Freedom: Helping Advisors and Insurance Producers Grow Their Practice]]>
  • The Frustration to Freedom Podcast is dedicated to supporting independent advisors and insurance producers. Often working in isolation, these professionals face unique challenges in growing their practices. With nearly four decades of collective experience, Mike and Jeremy specialize in helping producers build, scale, and capitalize on their businesses.

    • The key to consistent growth lies in three areas: lead generation, implementing the right processes for every appointment, and hiring the right team to reach your goals. In this podcast, Mike and Jeremy detail the strategies they have used to help hundreds of producers become more profitable and reclaim time for their families. We have success stories from 3 to 6 million in assets/annuities up to 0 to 60 million in production and just about everything in between, and you will hear interviews from these top advisors and how they implemented our system.

    If any of these strike a chord with you, you've found your home for growing your practice:

    • You are performing well but feel stuck at a plateau.
    • You want to scale your production by 2 to 10 times, moving beyond disjointed concepts to a true A to Z system from a top producer.
    • You're tired of guessing and getting tips here and there and just can’t quite seem to put it all together, and you just need a solid coach who actually has the answers.
    ]]>    https://riverside.comRiverside.fm (https://riverside.com)Wed, 03 Jun 2026 02:36:56 GMTFri, 30 Jan 2026 11:36:39 GMT60Mike Bemis And Jeremy Karja<ol><li>The Frustration to Freedom Podcast is dedicated to supporting independent advisors and insurance producers. Often working in isolation, these professionals face unique challenges in growing their practices. With nearly four decades of collective experience, Mike and Jeremy specialize in helping producers build, scale, and capitalize on their businesses.</li></ol><p>The key to consistent growth lies in three areas: lead generation, implementing the right processes for every appointment, and hiring the right team to reach your goals. In this podcast, Mike and Jeremy detail the strategies they have used to help hundreds of producers become more profitable and reclaim time for their families. We have success stories from 3 to 6 million in assets/annuities up to 0 to 60 million in production and just about everything in between, and you will hear interviews from these top advisors and how they implemented our system.</p><p><b>If any of these strike a chord with you, you've found your home for growing your practice:</b></p><ul><li>You are performing well but feel stuck at a plateau.</li><li>You want to scale your production by 2 to 10 times, moving beyond disjointed concepts to a true A to Z system from a top producer.</li><li>You're tired of guessing and getting tips here and there and just can’t quite seem to put it all together, and you just need a solid coach who actually has the answers.</li></ul>episodicMike Bemis And Jeremy Karjamike.bemis@simplicitygroup.comno<![CDATA[Special Guest: Mike Steranka 30 Million Dollar Annuity Producer 15 years in a row]]>The podcast features Mike Stranka, the founder of Simplicity Minneapolis, who shares insights on achieving success in the financial advisory and insurance industry. He emphasizes the importance of systems, consistency, and mentorship in driving business growth and achieving high production numbers.

    Takeaways

    • Consistency is key
    • Systems and procedures are integral to success

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. 

     

    This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 

    ]]>    7d8a80e8-9d1f-463d-b731-23a935e7092fMon, 25 May 2026 10:00:00 GMT<p>The podcast features Mike Stranka, the founder of Simplicity Minneapolis, who shares insights on achieving success in the financial advisory and insurance industry. He emphasizes the importance of systems, consistency, and mentorship in driving business growth and achieving high production numbers.</p><p></p><p>Takeaways</p><ul><li>Consistency is key</li><li>Systems and procedures are integral to success</li></ul><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p><i>Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. </i></p><p> </p><p><i>This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 </i></p>no00:26:06Special Guest: Mike Steranka 30 Million Dollar Annuity Producer 15 years in a rowfull    <![CDATA[Episode 21: 10 Core Pillars of Marketing]]>The conversation delves into the 10 core pillars of marketing, emphasizing the importance of consistency in implementing these pillars. The pillars are discussed in detail, highlighting their significance in building and growing a successful practice.

    Takeaways

    • 10 Core Pillars of Marketing
    • Consistency in Pillar Implementation

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. 

     

    This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 

    ]]>    cadae90d-ef80-420f-bea2-b140353d429fMon, 01 Jun 2026 10:00:00 GMT<p>The conversation delves into the 10 core pillars of marketing, emphasizing the importance of consistency in implementing these pillars. The pillars are discussed in detail, highlighting their significance in building and growing a successful practice.</p><p></p><p>Takeaways</p><ul><li>10 Core Pillars of Marketing</li><li>Consistency in Pillar Implementation</li></ul><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p><i>Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. </i></p><p> </p><p><i>This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 </i></p><p></p><p></p>no00:32:43120Episode 21: 10 Core Pillars of Marketingfull    <![CDATA[Episode 19:Money Days, Buffer Days, Free Days]]>The conversation delves into the significance of money days, buffer days, and free days in coordinating a schedule to close more business. It also emphasizes the importance of taking control of your calendar and scheduling revenue-generating activities effectively.

    Takeaways

    • Revenue generating activities
    • Control your calendar

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. 

     

    This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 

    ]]>    9d8307cb-8f90-413b-891e-d425a650238bFri, 15 May 2026 14:04:51 GMT<p>The conversation delves into the significance of money days, buffer days, and free days in coordinating a schedule to close more business. It also emphasizes the importance of taking control of your calendar and scheduling revenue-generating activities effectively.</p><p></p><p>Takeaways</p><ul><li>Revenue generating activities</li><li>Control your calendar</li></ul><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p><i>Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. </i></p><p> </p><p><i>This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 </i></p>no00:13:06119Episode 19:Money Days, Buffer Days, Free Daysfull    <![CDATA[BONUS EPISODE : MOVING MONEY]]>https://calendly.com/frustration-to-freedom-team-elevate

    Click on the link above to book a time with Miek or Jeremy

    The podcast episode discusses the challenges and tactics involved in moving money, emphasizing the importance of confidence, scripts, and processes. It also covers the significance of setting expectations, asking the right questions, and managing the transfer process effectively.

    Takeaways

    • Confidence is key in moving money and guiding clients through the process.
    • Setting clear expectations, asking the right questions, and managing the transfer process effectively are crucial for success.

    Chapters

    • 00:00 Introduction and Setting the Stage
    • 05:07 Conservation Tactics and Setting Expectations
    • 10:17 Suitability Form and Process Expectations
    • 16:24 Client Communication and Medallion Stamp
    • 21:31 Client Coaching and Addressing Broker Tactics
    • 29:45 Ownership and Expectation Management
    ]]>    6b15e71a-86de-4e8e-b799-cb85e7c19436Tue, 12 May 2026 10:00:00 GMT<p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p>Click on the link above to book a time with Miek or Jeremy</p><p></p><p>The podcast episode discusses the challenges and tactics involved in moving money, emphasizing the importance of confidence, scripts, and processes. It also covers the significance of setting expectations, asking the right questions, and managing the transfer process effectively.</p><p></p><p>Takeaways</p><ul><li>Confidence is key in moving money and guiding clients through the process.</li><li>Setting clear expectations, asking the right questions, and managing the transfer process effectively are crucial for success.</li></ul><p></p><p>Chapters</p><ul><li>00:00 Introduction and Setting the Stage</li><li>05:07 Conservation Tactics and Setting Expectations</li><li>10:17 Suitability Form and Process Expectations</li><li>16:24 Client Communication and Medallion Stamp</li><li>21:31 Client Coaching and Addressing Broker Tactics</li><li>29:45 Ownership and Expectation Management</li></ul>no00:30:25119BONUS EPISODE : MOVING MONEYfull    <![CDATA[Episode 17: Firing the Competing Broker]]>To Book a time with Mike or Jeremy Click Here:https://calendly.com/frustration-to-freedom-team-elevate.The conversation delves into the art of firing a competing broker, the importance of role-playing, navigating conversations with clients, and handling referrals and multiple managers. Role-playing with advisors is emphasized as a crucial practice, and the art of firing a competing broker is highlighted as a skill that requires mastery. The conversation also explores the significance of asking the right questions and handling client conversations with confidence and sincerity.

    Takeaways

    • Role-playing with advisors is crucial
    • Firing a competing broker is an art form
    ]]>    2c1c9d3b-63e7-4d69-b860-72709dad34abMon, 11 May 2026 10:00:00 GMT<p>To Book a time with Mike or Jeremy Click Here:<a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a>.The conversation delves into the art of firing a competing broker, the importance of role-playing, navigating conversations with clients, and handling referrals and multiple managers. Role-playing with advisors is emphasized as a crucial practice, and the art of firing a competing broker is highlighted as a skill that requires mastery. The conversation also explores the significance of asking the right questions and handling client conversations with confidence and sincerity.</p><p></p><p>Takeaways</p><ul><li>Role-playing with advisors is crucial</li><li>Firing a competing broker is an art form</li></ul>no00:25:02117Episode 17: Firing the Competing Brokerfull    <![CDATA[Episode 16: Overcoming Objections]]>The conversation covers the art of understanding and handling objections in the insurance and financial advising arena, emphasizing the importance of getting on the client's side and addressing objections early. It also delves into the sequence of return, market corrections, payment structure, and scheduling next steps. The conversation covers topics related to building trust, retirement planning, maximizing income, guaranteed income, and differentiation in financial planning. It emphasizes the importance of trust, confidence, and holistic planning for clients' financial well-being.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Takeaways

    • Understanding and addressing objections is crucial in the insurance and financial advising arena.
    • The sequence of return and market corrections play a significant role in financial planning. Building trust is essential for effective financial planning.
    • Holistic planning and guaranteed income are key considerations for retirement and financial security.

    Chapters

    • 00:00 Understanding and Handling Objections
    • 13:11 The Importance of Addressing Objections Early
    • 20:32 Payment Structure and Scheduling Next Steps
    • 27:26 Retirement Planning and Long-Term Care
    • 35:29 Guaranteed Income and Financial Planning
    ]]>    26842ed7-10c7-4396-9938-051176728740Mon, 04 May 2026 10:00:00 GMT<p>The conversation covers the art of understanding and handling objections in the insurance and financial advising arena, emphasizing the importance of getting on the client's side and addressing objections early. It also delves into the sequence of return, market corrections, payment structure, and scheduling next steps. The conversation covers topics related to building trust, retirement planning, maximizing income, guaranteed income, and differentiation in financial planning. It emphasizes the importance of trust, confidence, and holistic planning for clients' financial well-being.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p></p><p>Takeaways</p><ul><li>Understanding and addressing objections is crucial in the insurance and financial advising arena.</li><li>The sequence of return and market corrections play a significant role in financial planning. Building trust is essential for effective financial planning.</li><li>Holistic planning and guaranteed income are key considerations for retirement and financial security.</li></ul><p></p><p>Chapters</p><ul><li>00:00 Understanding and Handling Objections</li><li>13:11 The Importance of Addressing Objections Early</li><li>20:32 Payment Structure and Scheduling Next Steps</li><li>27:26 Retirement Planning and Long-Term Care</li><li>35:29 Guaranteed Income and Financial Planning</li></ul>no00:36:17Episode 16: Overcoming Objectionsfull    <![CDATA[Episode 16: 5 POWER STATEMENTS to make you a master closer]]>The conversation covers the use of powerful phrases for closing and emphasizes the importance of pacing and tone in communication. It delves into retirement planning, emotional engagement, handling objections, and the strategic use of power phrases to guide client decision-making. The chapters provide a comprehensive exploration of effective communication strategies and the application of power statements in client interactions.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Takeaways

    • Powerful phrases for closing
    • Importance of pacing and tone in communication

    Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. 

     

    This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 

    ]]>    3e8e6332-6f2d-4831-aaaa-9ea51bc19cb4Mon, 27 Apr 2026 10:00:00 GMT<p>The conversation covers the use of powerful phrases for closing and emphasizes the importance of pacing and tone in communication. It delves into retirement planning, emotional engagement, handling objections, and the strategic use of power phrases to guide client decision-making. The chapters provide a comprehensive exploration of effective communication strategies and the application of power statements in client interactions.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p>Takeaways</p><ul><li>Powerful phrases for closing</li><li>Importance of pacing and tone in communication</li></ul><p></p><p><i>Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. </i></p><p> </p><p><i>This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 </i></p>no00:27:53161Episode 16: 5 POWER STATEMENTS to make you a master closerfull    <![CDATA[Episode 15: Mini Series: A Tier Marketing- TV, Radio, Digital Marketing]]>The conversation covers the various aspects of A-tier marketing, including TV, radio, and digital marketing. It explores the investment and ROI of TV and radio marketing, niche market opportunities, driving other marketing with TV and radio, digital marketing strategies, the effectiveness of digital marketing, building trust with digital marketing, and the use of podcasts and YouTube channels as marketing tools. The conversation also discusses the 'media oar in the water' approach to marketing.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Takeaways

    • A-tier marketing drives the ship
    • Digital marketing requires professional expertise

    Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. 

     

    This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 

    ]]>    d9f3de05-04d2-401d-a56c-b0e18f2aec00Mon, 20 Apr 2026 10:00:00 GMT<p>The conversation covers the various aspects of A-tier marketing, including TV, radio, and digital marketing. It explores the investment and ROI of TV and radio marketing, niche market opportunities, driving other marketing with TV and radio, digital marketing strategies, the effectiveness of digital marketing, building trust with digital marketing, and the use of podcasts and YouTube channels as marketing tools. The conversation also discusses the 'media oar in the water' approach to marketing.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p>Takeaways</p><ul><li>A-tier marketing drives the ship</li><li>Digital marketing requires professional expertise</li></ul><p></p><p><i>Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. </i></p><p> </p><p><i>This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 </i></p>no00:17:51115Episode 15: Mini Series: A Tier Marketing- TV, Radio, Digital Marketingfull    <![CDATA[Episode 14: Mini Series: A Tier Marketing- Working with other Professionals]]>The conversation delves into A-tier marketing strategies, focusing on building partnerships with CPAs and attorneys. It explores the process of working with other professionals, networking strategies, and maximizing partnerships with professionals. Key takeaways include the importance of having a strategy for working with financial professionals and the value of parallel relationships in business.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Chapters

    • 00:00 A-Tier Marketing Strategies
    • 07:25 Strategies for Marketing and Networking
    • 13:25 Key Strategies for Partnering with Professionals

    Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. 

     

    This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 

    ]]>    4e9bed57-09ce-45e0-863e-cfa36fcaa719Mon, 13 Apr 2026 10:00:00 GMT<p>The conversation delves into A-tier marketing strategies, focusing on building partnerships with CPAs and attorneys. It explores the process of working with other professionals, networking strategies, and maximizing partnerships with professionals. Key takeaways include the importance of having a strategy for working with financial professionals and the value of parallel relationships in business.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p>Chapters</p><ul><li>00:00 A-Tier Marketing Strategies</li><li>07:25 Strategies for Marketing and Networking</li><li>13:25 Key Strategies for Partnering with Professionals</li></ul><p><i>Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. </i></p><p> </p><p><i>This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 </i></p>no00:15:15114Episode 14: Mini Series: A Tier Marketing- Working with other Professionalsfull    <![CDATA[Episode 13: Mini Series: A Tier Marketing- Servicing your existing clients]]>The conversation covers A-tier marketing strategies, servicing existing book of business, referral culture, client events and retirement parties, and the Quick Start program. It provides insights into the activities within the existing book, the importance of creating a referral culture, and the process coaching for various marketing strategies.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Takeaways

    • A-tier marketing strategies
    • Servicing existing book of business
    • Referral culture
    • Client events and retirement parties
    • Quick Start program

    Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. 

     

    This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 

    ]]>    ebc49ae3-b5d4-4da9-8923-18c4ceb3d06bMon, 06 Apr 2026 10:00:00 GMT<p>The conversation covers A-tier marketing strategies, servicing existing book of business, referral culture, client events and retirement parties, and the Quick Start program. It provides insights into the activities within the existing book, the importance of creating a referral culture, and the process coaching for various marketing strategies.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p>Takeaways</p><ul><li>A-tier marketing strategies</li><li>Servicing existing book of business</li><li>Referral culture</li><li>Client events and retirement parties</li><li>Quick Start program</li></ul><p></p><p><i>Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. </i></p><p> </p><p><i>This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 </i></p>no00:20:23113Episode 13: Mini Series: A Tier Marketing- Servicing your existing clientsfull    <![CDATA[Episode 12: Mini Series A Tier Marketing - Seminars]]>The conversation explores the effectiveness of seminars as a powerful A-Tier marketing strategy and emphasizes the importance of measuring seminar success. It delves into the coaching and process improvement required for successful seminars, as well as the significance of consistency and commitment to seminar marketing as a long-term strategy.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. 

     

    This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 

    ]]>    e9561d59-a1f5-4b89-b21d-1b56e463ee9eSun, 29 Mar 2026 10:00:00 GMT<p>The conversation explores the effectiveness of seminars as a powerful A-Tier marketing strategy and emphasizes the importance of measuring seminar success. It delves into the coaching and process improvement required for successful seminars, as well as the significance of consistency and commitment to seminar marketing as a long-term strategy.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p><i>Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. </i></p><p> </p><p><i>This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 </i></p>no00:16:10112Episode 12: Mini Series A Tier Marketing - Seminarsfull    <![CDATA[Episode 11: Mini Series A Tier Marketing]]>The podcast episode discusses the concept of A-tier marketing and its importance for financial advisors. It emphasizes the need for consistency and multiple pillars of marketing to achieve success. The episode also highlights the significance of taking a leap of faith and refining marketing strategies through consistent effort.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. 

     

    This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 

    ]]>    f119e200-693d-40b6-9383-c46fd45a1292Sun, 22 Mar 2026 10:00:00 GMT<p>The podcast episode discusses the concept of A-tier marketing and its importance for financial advisors. It emphasizes the need for consistency and multiple pillars of marketing to achieve success. The episode also highlights the significance of taking a leap of faith and refining marketing strategies through consistent effort.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p><i>Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. </i></p><p> </p><p><i>This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 </i></p>no00:14:17112Episode 11: Mini Series A Tier Marketingfull    <![CDATA[Episode 10: The secret of using an Asset Summary ]]>The conversation delves into the significance of the asset summary in client engagement and financial planning. It explores the impact of the asset summary on clients, success stories, and the role it plays in organizing clients and identifying future sales opportunities. Additionally, it highlights the importance of life events and client engagement in financial planning.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. 

     

    This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 

    ]]>    aef1df9d-8930-4cb5-8226-ba32cdbf0597Mon, 16 Mar 2026 10:15:00 GMT<p>The conversation delves into the significance of the asset summary in client engagement and financial planning. It explores the impact of the asset summary on clients, success stories, and the role it plays in organizing clients and identifying future sales opportunities. Additionally, it highlights the importance of life events and client engagement in financial planning.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p><i>Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. </i></p><p> </p><p><i>This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 </i></p>no00:08:20110Episode 10: The secret of using an Asset Summary full    <![CDATA[Episode 9: Why do you need an Agenda in your 2nd and 3rd meeting ]]>The conversation delves into the importance of having an agenda in the second appointment, uncovering client goals and emotions, and using 'Sure Thing' vs. 'Maybe' in the agenda. It emphasizes the significance of active listening and validation through the use of an agenda.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. 

     

    This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 

    ]]>    5e650ce7-ef16-4b72-9d10-0c0b35e0665cMon, 16 Mar 2026 10:00:00 GMT<p>The conversation delves into the importance of having an agenda in the second appointment, uncovering client goals and emotions, and using 'Sure Thing' vs. 'Maybe' in the agenda. It emphasizes the significance of active listening and validation through the use of an agenda.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p><i>Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. </i></p><p> </p><p><i>This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 </i></p>no00:08:3019Episode 9: Why do you need an Agenda in your 2nd and 3rd meeting full    <![CDATA[Episode 8: How to use a Data Form in your 1st Appointments]]>The conversation covers the importance of using a structured data form in the appointment process, understanding the client's financial concerns, and exploring income streams and financial needs. The hosts emphasize the significance of having a systematic approach and understanding the client's financial goals and needs to provide effective financial advice.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. 

     

    This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 

    ]]>    9213a4c9-dfb8-4321-9305-51b7361bfc3fMon, 09 Mar 2026 10:00:00 GMT<p>The conversation covers the importance of using a structured data form in the appointment process, understanding the client's financial concerns, and exploring income streams and financial needs. The hosts emphasize the significance of having a systematic approach and understanding the client's financial goals and needs to provide effective financial advice.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p><i>Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. </i></p><p> </p><p><i>This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 </i></p>no00:27:1318Episode 8: How to use a Data Form in your 1st Appointmentsfull    <![CDATA[Episode 7: Interview with Sal 30 Million Dollar]]>The conversation with Sal highlights the importance of consistency and following a system for success. Sal's journey to success, breaking out and making a difference, the year of consistency, doubling down and expanding, the year of the surprise, and looking ahead and taking action are the key themes discussed in the conversation.

    To Book a time with Mike or Jeremy Click Here:

    Click to Speak to Mike or Jeremy

    Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. 

     

    This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 

    ]]>    04c4b666-5ed6-4a0f-ba5a-6a3e103bf8d3Mon, 02 Mar 2026 14:51:04 GMT<p>The conversation with Sal highlights the importance of consistency and following a system for success. Sal's journey to success, breaking out and making a difference, the year of consistency, doubling down and expanding, the year of the surprise, and looking ahead and taking action are the key themes discussed in the conversation.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">Click to Speak to Mike or Jeremy</a></p><p></p><p><i>Investment advisory and Financial Planning services offered through Simplicity Wealth, LLC, a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please note that such registration does not constitute an endorsement of Simplicity Wealth by the SEC, nor does it indicate that Simplicity Wealth has attained any particular level of skill or training. Past performance is not indicated a future performance. Nothing presented herein is, or is intended to constitute investment advice, and no investment decision should be made solely based on any information provided herein. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an Adviser, or from any other investment professional. These materials are provided for general information and educational purposes based upon public available information from sources believed to be reliable-we cannot ensure the accuracy or completeness of these materials. As such, the information of the materials may change at any time and without notice. This communication is no way a solicitation or an offer to sell securities or investment advisory services. Information presented herein is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. </i></p><p> </p><p><i>This information presented does not constitute investment recommendation tailored to any individual's circumstances.  Past performance is not indicated for future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing. 5233763-0226 </i></p><p></p>no00:29:0417Episode 7: Interview with Sal 30 Million Dollarfull    <![CDATA[Episode 6: 1st Appt 4 Must Personal Financial Inventory Binder]]>The podcast episode discusses the four appointment musts and the importance of the personal financial inventory binder in the first appointment. It also explores the role of the binder in differentiating producers and its power in client referrals.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Takeaways

    • First appointment musts
    • Personal financial inventory binder
    ]]>    2a052fbf-c8bd-4921-89d0-07ccec257ebcTue, 24 Feb 2026 23:16:38 GMT<p>The podcast episode discusses the four appointment musts and the importance of the personal financial inventory binder in the first appointment. It also explores the role of the binder in differentiating producers and its power in client referrals.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p>Takeaways</p><ul><li>First appointment musts</li><li>Personal financial inventory binder</li></ul>no00:13:5116Episode 6: 1st Appt 4 Must Personal Financial Inventory Binderfull    <![CDATA[Episodes: 5 - First Appointment 4 Musts - Socialize the word Annuity]]>The conversation focuses on the importance of socializing the word annuity in the first appointment with clients and addressing objections and misconceptions about annuities. It emphasizes the need to set a foundation for discussing annuities and the role of role-playing in preparing for these conversations.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Takeaways

    • Socializing the word annuity
    • Addressing objections and misconceptions about annuities
    ]]>    fb7a22f3-56ed-4425-98e0-262e44451565Tue, 24 Feb 2026 23:13:49 GMT<p>The conversation focuses on the importance of socializing the word annuity in the first appointment with clients and addressing objections and misconceptions about annuities. It emphasizes the need to set a foundation for discussing annuities and the role of role-playing in preparing for these conversations.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p>Takeaways</p><ul><li>Socializing the word annuity</li><li>Addressing objections and misconceptions about annuities</li></ul>no00:13:1515Episodes: 5 - First Appointment 4 Musts - Socialize the word Annuityfull    <![CDATA[Episode 4 Series: 1st appt Musts: Sure Thing vs Maybe]]>The conversation delves into the foundational aspects of the first appointment, emphasizing the importance of having a system and core processes. It also explores the concept of 'Sure Thing Versus Maybe' and its significance in guiding clients towards a mindset shift in retirement planning.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Takeaways

    • First appointment foundation
    • Sure thing versus maybe

    ]]>    ee0165c1-490b-4d82-8c21-1545b5bde1e0Tue, 24 Feb 2026 23:10:38 GMT<p>The conversation delves into the foundational aspects of the first appointment, emphasizing the importance of having a system and core processes. It also explores the concept of 'Sure Thing Versus Maybe' and its significance in guiding clients towards a mindset shift in retirement planning.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p>Takeaways</p><ul><li>First appointment foundation</li><li>Sure thing versus maybe</li></ul><p></p>no00:10:5214Episode 4 Series: 1st appt Musts: Sure Thing vs Maybefull    <![CDATA[Episodes: 3 - First Appointment 4 Musts - Mastering the Art, of Firing the Broker]]>In this episode, Mike Bemis and Jeremy Karja discuss the importance of mastering the art of firing the competing broker and the significance of asking the right questions in the first appointment. They introduce a series focused on the four things to do in every first appointment, with the first topic being the art of firing the competing broker. The conversation delves into the timing and approach of firing the competing broker in the first appointment, highlighting the impact of this skill on the success of subsequent appointments and case closures.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Takeaways

    • Mastering the art of firing the competing broker
    • Importance of asking the right questions in the first appointment

    ]]>    e728d7a1-89b1-4711-bdb1-563ea4ecd51eTue, 24 Feb 2026 23:08:03 GMT<p>In this episode, Mike Bemis and Jeremy Karja discuss the importance of mastering the art of firing the competing broker and the significance of asking the right questions in the first appointment. They introduce a series focused on the four things to do in every first appointment, with the first topic being the art of firing the competing broker. The conversation delves into the timing and approach of firing the competing broker in the first appointment, highlighting the impact of this skill on the success of subsequent appointments and case closures.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p>Takeaways</p><ul><li>Mastering the art of firing the competing broker</li><li>Importance of asking the right questions in the first appointment</li></ul><p></p><p></p>no00:20:0113Episodes: 3 - First Appointment 4 Musts - Mastering the Art, of Firing the Brokerfull    <![CDATA[Espisode 2 Success Stories ]]>The podcast episode features a discussion on success stories of advisors and insurance producers who have grown their practice through coaching and following a system. The impact of being coachable and making small tweaks is highlighted, showcasing the transformation and success achieved by the individuals.

    To Book a time with Mike or Jeremy Click Here:

    https://calendly.com/frustration-to-freedom-team-elevate

    Takeaways

    • Success through coaching
    • Impact of following a system
    • Transformation through small tweaks
    • The power of being coachable

    Chapters

    • 00:00 Introduction to Coaching Events
    • 06:01 Success Story: Antonio's Turnaround
    • 11:13 Success Story: Sue's Practice Transformation

    ]]>    14e290f9-4e45-41be-a987-46ee3d759f52Tue, 24 Feb 2026 13:36:32 GMT<p>The podcast episode features a discussion on success stories of advisors and insurance producers who have grown their practice through coaching and following a system. The impact of being coachable and making small tweaks is highlighted, showcasing the transformation and success achieved by the individuals.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">https://calendly.com/frustration-to-freedom-team-elevate</a></p><p></p><p>Takeaways</p><ul><li>Success through coaching</li><li>Impact of following a system</li><li>Transformation through small tweaks</li><li>The power of being coachable</li></ul><p></p><p>Chapters</p><ul><li>00:00 Introduction to Coaching Events</li><li>06:01 Success Story: Antonio's Turnaround</li><li>11:13 Success Story: Sue's Practice Transformation</li></ul><p></p>no00:22:4912Espisode 2 Success Stories full    <![CDATA[Episode 1: Why are we doing this Podcast and YouTube Channel]]>The podcast aims to address the frustrations and challenges faced by advisors, offering practical guidance and support to help them grow their practice. It introduces 'Team Elevate' as a platform to assist advisors in scaling their production, expanding services, and transitioning to retirement. The podcast emphasizes the importance of being coachable and hungry for growth, and offers a direct link for personalized support from the hosts.

    To Book a time with Mike or Jeremy Click Here:

    Click to Speak to Mike or Jeremy

    Takeaways

    • Advisors feel frustrated and isolated
    • The podcast aims to help advisors grow their practice

    ]]>    b8b23830-1d24-4d30-8b69-13603bfa3135Mon, 02 Feb 2026 23:10:39 GMT<p>The podcast aims to address the frustrations and challenges faced by advisors, offering practical guidance and support to help them grow their practice. It introduces 'Team Elevate' as a platform to assist advisors in scaling their production, expanding services, and transitioning to retirement. The podcast emphasizes the importance of being coachable and hungry for growth, and offers a direct link for personalized support from the hosts.</p><p></p><p>To Book a time with Mike or Jeremy Click Here:</p><p><a rel="noopener noreferrer nofollow" href="https://calendly.com/frustration-to-freedom-team-elevate" target="_blank">Click to Speak to Mike or Jeremy</a></p><p></p><p>Takeaways</p><ul><li>Advisors feel frustrated and isolated</li><li>The podcast aims to help advisors grow their practice</li></ul><p></p><p></p>no00:07:2711Episode 1: Why are we doing this Podcast and YouTube Channelfull