Luke's Playbook

Plays for every situation to build your championship agency.

Marketing Operations Compliance Retention


Marketing

The Commander - develop your unique personal brand

The Hormozi - create an "irresistible offer" your prospects can't pass up


Operations

The Two Timer - do something more than once? it's time to automate it


Compliance

The Set it & Forget it - email encryption that works without you thinking about it

The Dalton - capture client information compliantly prior to appointment


Client Retention

The HNY - happy new years...direct mail engagement on unexpected holidays

The Meet & Greet - hold face-to-face client events outside of AEP/OEP to increase engagement

The Costanza - use george constanza's "opposite" principle for success


Agent Recruitment

plays coming soon


Employee Benefits

plays coming soon


Succession Planning

plays coming soon