The Continuing Education Strategy That Built a Multi-Million Dollar Insurance Practice скачать в хорошем качестве

The Continuing Education Strategy That Built a Multi-Million Dollar Insurance Practice

Most advisors rely on referrals. Eddie built a system that generates 2,000 qualified leads a month. Callan Harrington sits down with Eddie Knezevich, President & CEO of NLF Partners, to break down the continuing education engine that transformed his wealth management practice. What began as a small, three-person event in Newark, Ohio has evolved into a scalable machine driving consistent inbound growth. Eddie shares the tactical details behind his process-driven approach, from surveying audiences to build relevant CE content to converting webinar attendees into scheduled consultations. He also covers multi-state expansion, compliance hurdles, and the infrastructure required to support a 12-advisor team managing billions in assets, along with the lessons learned from a decade of refining one focused strategy into a predictable growth system. This episode is a practical look at building systems that work without you, and how a decade of refining one focused strategy can create predictable, scalable growth. Key topics covered: [00:00] Intro [02:29] Rock bottom basement apartment reality [04:13] Breaking free from mentorship limitations [07:34] Managing billions through operational systems [09:18] Factory mindset builds scalable processes [10:53] First continuing education event disaster [12:15] Building momentum after early failures [14:06] Virtual pivot before pandemic hit [16:35] Continuing education becomes lead machine [17:19] Flipping traditional advisor recruiting model [19:51] Lead magnet generates conversion process [24:10] Compliance barriers create competitive moats [26:39] Marketing becomes the hardest challenge [30:07] Million person email list revelation [32:01] Biggest revenue streams beyond leads [33:24] Focus on audience you understand [35:43] Own what you sell philosophy [38:12] Starting over optimization strategies [42:46] Outworking competition through obsession [44:36] Sacrificing twenties for future freedom Connect with Eddie Knezevich on LinkedIn for more marketing insights and strategies:   / eddieknezevich   Subscribe to The Insurance Growth Lab for more tactical growth strategies from insurance industry leaders. New episodes every week.