Cody is one of the three Founders of Advisors Excel. In 2004, after leaving a corporate job to partner with David Callanan to be financial advisors, they decided there was an opportunity in the marketplace. So, in 2005, along with Derek Thompson, they formed Advisors Excel. Currently, Cody plays an integral part in the development and execution of the revolutionary marketing and training systems that Advisors Excel continues to bring to the table for their advisors.
\nAdvisors Excel has become one of the fastest growing insurance marketing organizations in the country, and their story has been featured in SUCCESS Magazine, Cody was interviewed by Darren Hardy publisher of SUCCESS who also profiled Advisors Excel in his latest book The Entrepreneur Roller Coaster. Cody and his organization were also featured in Tony Robbins' #1 New York Times bestselling book, Money -- Master the Game. \xa0
\nSecret -- timesaving technique\nCody focuses on three priorities that align with their organizational model. ONWARD!
\nDaily habit that contributes to success\nCody likes to wake up early to exercise, which fuels his energy for the rest of the workday.
\nCould have ruined your business -- but now -- an invaluable learning experience\nCody dealt with a family member running into financial trouble -- and Cody tells the whole story here.
\nMost critical skill you think business owners need to master to be successful\n\u201cBusiness owners need to provide a clear corporate vision -- only the owner is responsible for this vision.\u201d
\nMost influential lesson learned from a mentor\n\u201cNothing beats hard work -- success comes to those who put the hours in -- serve the client"
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\nFinal Round -- \u201cBreaking Down the Recipe for Success\u201d\n\xa0
\nWhat systems would you go back and put into place sooner?\nI would have gone back and implemented a team-building system versed in unity and collaboration.
\nWhat one strategy or \u201crecipe\u201d would compound into big wins for business owners?\nBusiness owners need to create a favorable client-experience -- it\u2019s about a personalized positive impact.
\nHow to exceed expectations and add the most value?\nAn individual who is honest -- trustworthy -- and has an unwavering attitude due to their effort.
\nWhat strategy would you recommend new business owners focus on to best ensure success?\n\xa0
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