7 Things That Successful Insurance Agents Do Every Day (with Roger Short)

Summary

This video script highlights seven habits of successful individuals that set them apart from the unsuccessful. It emphasizes planning each day with purpose, stepping outside comfort zones, surrounding oneself with smart people, focusing on the big picture, getting the job done, refusing to take no for an answer, and never ceasing to learn. The speaker illustrates these points with examples and personal anecdotes, urging viewers to adopt these practices for success in their personal and professional lives.

Takeaways

• 📅 Successful people plan their days with purpose and action, even on Sundays, to ensure they are in control of their week and are not just letting life happen to them.
• 🚀 They step outside their comfort zones to embrace new experiences and ideas, which can lead to growth and improvement beyond what they initially thought possible.
• 🤝 Surrounding themselves with smart people is a key strategy for successful individuals, as it fosters collaboration, challenges, and the refinement of thinking.
• 🌟 Focusing on the big picture helps high achievers to keep their eyes on their goals and maintain direction, rather than getting lost in the details.
• ✅ Successful people are known for getting the job done, often with a laser-like focus and determination that can seem obsessive to others.
• 🚫 They refuse to take no for an answer, showing perseverance in the face of obstacles and demonstrating a 'never give up' attitude that is attractive to others.
• 📚 Never stop learning is a mantra for the successful, who understand the importance of continuous self-improvement and personal growth.
• 🔑 Building and finding a 'tribe' or a group of like-minded individuals who support and challenge each other is crucial for success.
• 💡 Action without a higher purpose is seen as a waste of time; successful people know why they are doing what they are doing and what they aim to accomplish.
• 🏆 Success breeds success, and those who are successful often attract others who are also moving in a direction with specificity and intention.
• 🛠️ Investing in oneself is the best investment one can make, as it leads to personal and professional growth and a better version of oneself.

Q & A

What distinguishes successful people from unsuccessful ones in the life insurance business?

Successful people in the life insurance business are high achievers, top producers, and effective recruiters and trainers. They do things differently, focusing on planning with purpose, stepping outside their comfort zones, and surrounding themselves with smart people.

Why do successful people plan their days, including Sundays, with purpose and action?

Successful people plan their days with purpose and action to ensure they are in control of their lives and weeks, rather than letting things happen to them. This planning helps them to know why their actions are important and what they are trying to accomplish.

What is the significance of stepping outside one's comfort zone according to the script?

Stepping outside one's comfort zone is significant because it allows individuals to be open to new information, stretch beyond their limits, and push the boundaries of what's possible, leading to personal growth and success.

Why is surrounding oneself with smart people important for success?

Surrounding oneself with smart people is important because it helps refine thinking, provides opportunities for collaboration, and challenges individuals to improve. It also helps in building a supportive network or 'tribe' that shares similar goals and aspirations.

What does the script suggest about the importance of focusing on the big picture?

The script suggests that focusing on the big picture is crucial for maintaining direction and motivation towards long-term goals. It helps individuals to not get lost in the details and to keep their eyes on the horizon, empowering them to move forward.

Why is getting the job done a characteristic of successful people?

Getting the job done is a characteristic of successful people because it demonstrates their ability to focus, prioritize, and make sacrifices to achieve their goals. It also shows their commitment to completing tasks despite distractions or obstacles.

What does refusing to take 'no' for an answer mean in the context of success?

Refusing to take 'no' for an answer means having the perseverance to overcome obstacles and not giving up when faced with challenges. It's about pushing through difficulties and continuing to strive for success, even when the odds seem against you.

Why is continuous learning essential for successful people?

Continuous learning is essential for successful people because it allows them to grow, adapt, and stay relevant in their field. It also helps them to become better versions of themselves and to keep up with changes and advancements in their industry.

What is the role of collaboration in the success of successful people as mentioned in the script?

Collaboration plays a significant role in the success of individuals by providing a platform for refining ideas, challenging perspectives, and learning from others. It helps in building a power team or mastermind group that contributes to the collective success.

How does the script relate the concept of 'never stop learning' to personal growth and success?

The script relates 'never stop learning' to personal growth and success by emphasizing the importance of self-improvement and the pursuit of knowledge. It suggests that investing in oneself through learning yields the highest return and is a key factor in becoming a difference maker in one's life and the lives of others.

Outlines

00:00

📅 Planning with Purpose and Action

The first paragraph emphasizes the importance of planning each day with a clear purpose and taking action. Successful individuals, including top producers and recruiters in the life insurance business, distinguish themselves by their planning habits, even on Sundays. The speaker introduces the concept that planning without purpose is ineffective and encourages the audience to take charge of their lives and weeks, rather than letting events happen to them. The summary highlights the need for understanding one's 'why' in order to drive meaningful action.

05:01

🚀 Stepping Outside the Comfort Zone

This paragraph discusses the necessity for high achievers to step outside their comfort zones. The speaker shares an anecdote about a top producer attending a conference and being inspired by a door-to-door solar salesperson. The story illustrates how pushing boundaries and seeking new experiences can lead to growth and empowerment. The summary underscores the idea that success often lies beyond one's comfort zone and that continuous improvement requires a willingness to be challenged and to improve.

10:03

🤝 Surrounding Oneself with Smart People

The third paragraph stresses the value of surrounding oneself with intelligent individuals who share similar ambitions. Successful people recognize the importance of finding and building a 'tribe' or network of like-minded individuals to foster collaboration and mutual growth. The speaker uses examples of well-known entrepreneurs to illustrate how collaboration can refine thinking and challenge one's ideas. The summary points out the influence of one's social circle on personal development and the importance of seeking out and nurturing relationships with those who can contribute to one's journey towards success.

🌟 Focusing on the Big Picture

In this paragraph, the speaker encourages focusing on the bigger picture rather than getting lost in the details. While details are crucial for tracking results and making improvements, it's essential to allocate time to reflect on and maintain sight of long-term goals. The summary highlights the need to balance attention to detail with a broader perspective, ensuring that one's efforts are directed towards achieving overarching objectives and not just immediate tasks.

✅ Getting the Job Done

The speaker in this paragraph talks about the determination and focus required to complete tasks effectively. Successful people are characterized by their ability to get things done, often displaying a strong work ethic and making sacrifices to achieve their goals. The summary emphasizes the human tendency to procrastinate and the importance of overcoming this to accomplish tasks efficiently, suggesting that a commitment to getting the job done can lead to greater opportunities and success.

🚧 Refusing to Take No for an Answer

This paragraph discusses the resilience and persistence of successful individuals when faced with obstacles. The speaker recounts a personal experience of climbing a mountain in Colorado, using it as a metaphor for overcoming challenges and not giving up. The summary captures the idea that success often requires perseverance and a refusal to accept defeat, even in the face of significant adversity.

📚 Never Stop Learning

The final paragraph of the script emphasizes the importance of continuous learning for personal and professional growth. The speaker shares insights on the innate desire to learn and the need to cultivate this throughout life, beyond formal education. The summary highlights the benefits of seeking knowledge, engaging with others to learn, and the idea that investing in oneself yields the highest returns, encouraging a commitment to lifelong learning as a path to success.

Keywords

💡Success

Success in the context of the video refers to achieving a high level of accomplishment in one's chosen field, particularly in the life insurance business. It is defined by being part of the 'eight percent' of high achievers rather than the '92 percent' of average performers. The video outlines seven habits that differentiate successful individuals from the rest, emphasizing the importance of planning, stepping out of comfort zones, and continuous learning.

💡Planning with Purpose

Planning with purpose is one of the seven habits discussed in the video. It involves structuring each day with clear intentions and actions to achieve goals. The video emphasizes that successful people plan even on Sundays, setting themselves apart from those who may drift through life without direction. Tony Robbins' quote is used to highlight the importance of aligning actions with a higher purpose.

💡Comfort Zone

The comfort zone is a concept in the video that signifies the boundary of one's comfort in trying new things or taking risks. Successful people are described as those who step outside their comfort zones, embracing challenges and learning from experiences that push their limits, such as attending conferences and learning from unexpected speakers.

💡Surrounding with Smart People

Surrounding oneself with smart people is highlighted as a key habit of successful individuals. It suggests that being part of a 'tribe' or network of intelligent and like-minded individuals can foster growth and innovation. The video encourages finding and building one's tribe to elevate personal and professional development.

💡Big Picture

Focusing on the big picture is a strategy for maintaining perspective on long-term goals and aspirations. The video contrasts this with getting lost in the details, suggesting that while details are important for tracking progress, one must not lose sight of the overarching vision that drives them forward.

💡Getting the Job Done

This phrase encapsulates the determination and commitment of successful people to complete tasks and achieve their objectives. The video illustrates this with the speaker's decision to continue recording a video despite interruptions, symbolizing a refusal to let obstacles deter progress.

💡Refusing to Take No for an Answer

This concept represents the resilience and persistence of successful individuals when faced with challenges or rejections. The video uses the metaphor of climbing a mountain to convey the idea that only those who persevere against the odds will reach the summit, drawing on personal anecdotes to underscore the importance of not giving up.

💡Continuous Learning

Continuous learning is portrayed as a lifelong pursuit for successful people, who never become complacent with their knowledge or skills. The video cites the example of children's innate curiosity and desire to learn as a model for adults to emulate, emphasizing the importance of self-improvement and adaptation.

💡Investment in Self

Investing in oneself is presented as the most rewarding form of investment, surpassing financial investments in stocks, bonds, or real estate. The video suggests that personal development through learning and growth is a critical component of success, as it leads to a better version of oneself and a greater impact on others.

💡Drift

Drift in the video refers to the passive state of being carried along by circumstances without taking control of one's direction in life. It contrasts with the proactive approach of successful people who design their lives and actively pursue their goals, rather than allowing life to happen to them.

💡Tribute

While not a central theme, the term 'tribute' is used in the video to acknowledge the contributions of others, such as Michael O'Donnell, whose sales achievements and insights are shared to inspire viewers. It reflects the importance of recognizing and learning from the experiences of successful individuals.

Highlights

Successful people plan their days with purpose and action, even on Sundays, to set themselves apart from the 92 percent.

Tony Robbins emphasizes that action without a higher purpose is a waste of time, highlighting the importance of knowing why you're doing things.

High achievers step outside their comfort zones, as demonstrated by attending conferences and being open to new ideas.

Successful individuals surround themselves with smart people, building and finding their 'tribe' for mutual growth.

Focusing on the big picture is crucial for tracking results and making improvements based on facts, not guesswork.

Successful people get the job done, prioritizing tasks and setting aside time to focus on goals rather than just the to-do list.

Refusing to take no for an answer is a trait of successful people, who persevere through obstacles and challenges.

Never stop learning is a mantra for success, with the speaker sharing personal examples of continuous self-improvement.

Successful people collaborate with others to refine their thinking and challenge themselves to grow.

The importance of building moments into the week to focus on the big picture and not get lost in the details.

High achievers have a laser-like focus on getting things done, often making sacrifices that most people are not willing to make.

Success breeds success, and having a clear direction attracts other people who want to align with you.

The speaker's personal experience of climbing a mountain and refusing to take no for an answer as a metaphor for success.

The idea that if you're not growing, you're 'ripe and rotting,' emphasizing the need for continuous learning and development.

Successful people invest in themselves, as it has the highest return, according to Patrick that David.

The speaker encourages putting principles into practice to become successful in one's industry or life space.

Transcripts

seven

things that successful people do every

day

that unsuccessful people do not seven

things that successful people do every

day

that unsuccessful people do not you know

in this life insurance business one of

the things that i think distinguishes

uh people who are high achievers at the

highest level people who are top

producers who are top agency builders

people who are the best recruiters

people who are the best trainers um

they're doing some things different than

everyone else there's a reason why

they're in the eight percent and not in

the 92 percent so we're going to hit

seven of those right now and we're going

to hit them fast sunday night gets a bad

rep because

it means typically having to start

another week what do you do on your

sundays

you know sunday afternoon around four or

five o'clock we're starting to think

about okay we gotta get back into the

swing of things we we gotta get back to

work the the sunlight is fading on

sunday friday is long gone saturday is

gone sunday's here the sun's starting to

go down it's dinner time are we ready

for the week

here's what successful people do

they plan each day with purpose and with

action each day with purpose and with

action you see successful people

plan their days yes even sundays and

they do it different and better and more

exciting with more purpose with more

meaning tony robbins says that action

without a higher degree of purpose is a

waste of time you have to know why

you're doing these things you have to

know why your action is important and

what you're trying to accomplish if you

don't know why planning stuff just seems

like busy work

how much of your life and your week and

your month are you actually designing

are you in charge of that or is it

happening to you are you drifting

or are you cutting into the wind are you

the one driving the direction are you

the one driving the results they plan

each day with purpose and with action

number two

they step outside of their comfort zones

one of our top producers actually the

number two producer

uh on the our agency side this week uh

just spent uh this weekend at a

conference in nashville tennessee with

coach michael burke

and uh while at that event uh she got to

hear michael o'donnell who is a

door-to-door solar sales person and

michael i'll give you a shout out in

this video we'll even tag you

he sells solar door to door and i

believe since 2015 has sold over 15

million dollars doing door-to-door sales

you see carol put herself outside of her

comfort zone this week she got to

nashville tennessee bought a ticket sat

in that event for two days and a guy

comes on stage that she never thought

she was going to hear from and he talks

about selling solar

and he plants an idea that know

that getting a no is an empowering thing

and that we need to look at that

differently but getting outside of her

comfort zone is what allowed her to be

in that venue is what her allowed her to

be in that place to be receptive and

open to that information and to be

stretched beyond her comfort zone you

see successful people thrive when

they're stretched beyond what they think

they can handle they consistently push

the boundaries of what's possible and

they don't accept settling this means

stepping outside of that comfort zone

and questioning ways to do things better

looking for opportunities to constantly

improve

how long have you been in your comfort

zone are you operating outside of your

comfort zone if success is in this

circle if this is your comfort zone

sorry if this is your comfort zone i

want to give you an idea that success

lives out here we have to get outside of

it in order to have success number three

surround themselves with smart people

successful people surround themselves

with smart people

this is a thing that successful people

do every day

that unsuccessful people do not they do

not have the same value in surrounding

themselves with other smart people i

would say you've got to find your tribe

if you're not finding your tribe you

probably really need to be doing two

things number one find a tribe number

two build your tribe number one find

your tribe number two build your tribe

you've got to get to a place where

you're building your tribe and it's

going to be important for you to find

people that you can surround yourself

with that are running in the same

direction as you

you see when bill gates and steve jobs

and richard branson and zuckerberg and

all these people started it was just

them

but the minute they started realizing

they wanted to build something special

with their life they wanted to to do

something big

they had to start surrounding themselves

with other people

that they could actually get there with

collaborate with a power team a

mastermind a group a running tribe

running buddies a partnership an agency

a downline an upline think about how

collaboration helps us refine our

thinking and it allows us to be

challenged you see we become the average

of the five closest people

that we surround ourselves with and

here's my question to you

who are you spending your time with

are you building your tribe

are you finding your tribe

two things that we need to do there

number four number four

successful people

focus

on the big picture on the big picture

yes we talked about details we talked

about planning and number one

but focusing on details allows us to

track results and that's going to be

super important and we can make

improvements based on facts not on

guesswork but sometimes

we can get lost in the doing and forget

the building and the creating you have

to build moments into your week into

your schedule and you have to remember i

need to build those times in so i can

focus on the big picture

and we need to have our eyes kind of on

the horizon so to speak so if the

horizon's out there and we're always

looking here

sometimes it's easy for us to get off

track and we don't even know it we need

to be continually looking out at the

horizon at our goals what we're running

for it empowers us it pulls us forward

it pulls us in that direction so we need

to focus on the big picture

if you're not designing and creating a

better life for yourself who will so

never lose sight of the big picture

and always work on your why number five

number five successful people

get the job

done they get it done they just get it

done you heard my computer ding in here

a few minutes ago it's because i have

notifications going off of things that

are coming up things that i'm supposed

to be doing i'm going to post this video

anyway because i want to get this done

you may say why didn't he shut that off

well if i stop and shut it off i have to

re-record again then it's taking more of

my time i'm going to post it up you know

what that sound means

i'm trying to get the job done you see

it's human behavior to procrastinate try

to find oh we can do it better we got to

redo it we've got to rethink it we've

got to reapply it we've got to edit it

let's just get the job done high

achievers have developed a laser-like

focus when it comes to getting things

done at times they can be obsessed and

almost seem selfish with their time

often making sacrifices that most people

would not be prepared or willing to make

are you one of those people

are you one of those people that says

i'm getting the job done

i'm getting the job done

you see if we prioritize better and set

aside time to focus on our goals

and not just our to-do list

we can actually move them we can

actually move them and create massive

opportunities for ourselves and for

those around us when we have successes

success breeds success success attracts

success

people are moving in a direction with

specific specificity and intention going

in a direction they attract other people

so get the job done

number six

you ready number six

what do successful people do that other

people do not number six is they refuse

to take no

for an answer

when you hit a wall

it's easy to consider

that uh that could be the end of the

road

right

how many of us have ever hit a wall i

have

how many of us have ever hit roadblocks

i have

how many of us have had things happen to

us that we thought why now like

literally we're three feet from gold

here

why is this happening now why is this

why am i getting sidetracked why is this

event happening my life why are these

things happening to me

that i have no control over well

when we hit those walls we hit those

obstacles we hit those

curve balls in life

we can stop and say

well we need to go in another direction

you see

only the most stubborn will actually

persevere long enough

to climb the rest of the mountain

some people give up and go back

when i was in colorado earlier this year

with my daughter olivia and we were

climbing the decaline it's four

fourteeners in one one day summit and

hike around 414ers in back

when we got to the second one and wind

speeds were picking up 50 to 60 miles an

hour gusting and they actually got out

to gusting up to 80 and 90 miles an hour

on the side of that mountain

we could have given up and we could have

just sat there we could have been

paralyzed by our fear

but we had to decide not to take no for

an answer you see we were hitting a wall

and we had to push through and we had to

do things long enough to persevere to

actually make that summit but not just

to make the summit to hit the summit but

to actually make the summit so we could

descend down on the other side of the

mountain out of the wind

we had to refuse to take no for an

answer and sometimes it's going to feel

like everything is prevailing against

you to have success in your business

have you invited people in have you

trained them have you brought them in

and started to train them for life

insurance sales just enough to get them

there and then some significant things

happens in their own in their home life

or in their family and their and it

totally sabotages them

and then the efforts that you put in

with those people are gone

what do you do you give up

do you give up do you bank all of your

opportunity on that one person or that

one opportunity that you thought was

going to turn into something really big

or are you

not willing to take no for an answer

are you are you going to sit there and

take no for an answer are you going to

be thwarted by that or are you going to

find people who want to align with you

and push forward and say we are going to

take that summit

we are going to take that summit

and people who are successful push in

they lean in

and they take that summit and it is

attractive when you are that person it

starts to attract other people to you

because people realize you're a person

that does not quit

don't be a quitter refuse to take no for

an answer that's what successful people

do and lastly number seven number seven

successful people

never stop

learning they never stop learning

one of our great capacities are is our

ability and urge really our desire to

learn even from an infant right if you

think about kids children they want to

learn they're always asking questions

they're stumbling around they're

learning to walk they fall down they get

up they fall down they get up when they

take two or three steps they celebrate

themselves kids will celebrate

themselves

right you need to celebrate yourself but

you need to be like a child and say i

don't want to stop learning i want to

keep growing i want to become a better

version of myself

unfortunately most of us stop actively

learning once our formal education stops

we allow ourselves to remain stagnant in

our careers and in our personal lives

are you stagnant in your career in your

personal life

right if i was to show you some of the

some of the pieces some of the books

that i have here on hand right now that

i'm reading uh like i'm reading for a

purpose because i want to find out how

to become a better me

how to become a better me

how to become a better me on on our team

launch call that we did today

uh that

carol carroll who actually i referenced

earlier uh was learning from

michael o'donnell on that door knocking

approach the guy who sold 15 million in

solar

well he said one of the biggest things

that changed his life was a book called

mini habits by steven geist mini habits

by stephen geiss

while she was still talking to me i went

on to my audible account

and i ordered the book many habits by

steven geiss

because

i want to continue to learn you see

if you're not green

if you're not green and growing then

you're ripe and rotting

if you're not green and growing then

you're ripe and rotting and i don't want

to be ripe and rotting

how much of your week is dedicated to

learning and growing yourself are you

putting yourself in the room with other

people where you can learn where you can

level up are you masterminding with

others who will help you level up your

game to think differently give you a

different perspective

are you doing that are you investing in

you

never stop learning patrick that david

in a post that i saw this weekend said

of everything that he's ever invested in

stocks

bonds mutual funds property real estate

all these things

he said the single biggest return i've

ever had is on the investment in myself

so you have to invest in yourself

never stop learning

they plan their day with purpose and

action they step outside of their

comfort zone they surround themselves

with smart people they are building and

finding their tribe number four

unsuccessful people focus on the big

picture number five they get the job

done number six they refuse to take no

for an answer no matter what the

conditions look like summiting that

mountain

number seven they never stop learning

they get around other great people who

help them become greater help them

become someone that can continue to be a

difference maker in their life and in

the lives of others every day

there are seven tips for today on how

you

can become someone successful in your

industry space in your insurance space

where you are

put these principles into practice and i

know it'll change your life too we'll

see you on the next one