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Symmetry Financial Group: Sharing the Wealth of Opportunity with Life Insurance Agents - YouTube
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The difference between SFG and other companies聽
is you hear that you need to invest in the things聽聽
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that matter but so many people's feet don't do聽
that and I see here that with words and actions,聽聽
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we invest in things that matter and the聽
things that matter are relationships聽聽
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with each other and relationships with聽
the families that we sit down with and聽聽
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serve. You don't spend all your time聽
working on your job at the expense of-
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Everything else.
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Everything else. Yeah. You really spend your聽
time and your energy on the things that matter.聽聽
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The other morning, it was Friday morning and I聽
was sitting in school with my son and we... He聽聽
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was just kind of leaning on me, the teacher聽
was reading a book and I was looking around聽聽
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and there were no other parents there. How lucky聽
am I to be with a company that really puts this,聽聽
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puts us first and really makes this possible?聽
And it's definitely the work that I put in,聽聽
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but it's also the company that helps facilitate聽
that work and make sure I get the most for that聽聽
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work. Wealth is not just money. Wealth is time聽
and money. You make all the money in the world,聽聽
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but if you don't have any time to spend聽
it doing the things that you enjoy with聽聽
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the people that you care about, then what's聽
the point? What's really fun about SFG is聽聽
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I actually get more energy. I have more energy聽
at the end of the day than the beginning of the聽聽
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day because it's exciting and there's so many聽
great things happening and the people lift me聽聽
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up and I've been doing this a long time and I'm聽
more excited than I've ever been in 26 years.
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So many people lose that balance of personal life聽
to work life and it's so important when you've got聽聽
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a family that you have the time and obviously the聽
money to do the things that you want to do but if聽聽
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all you've got is one or the other, it doesn't聽
really work out usually. So you balance the聽聽
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profit line out and that allows you to balance聽
your personal lives out more and that's what we聽聽
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wanted for everyone that joined our company, was聽
not to be so, just caught up in trying to make the聽聽
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business work, that they forgot to make their聽
life work. When I got started in the industry,聽聽
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I was working with another company that didn't聽
have any lead program at all. My job was to go聽聽
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out and see upwards of a hundred businesses聽
a week and just go door to door and I think聽聽
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that's what the majority of the industry does. The聽
vast majority of the industry. With our company,聽聽
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what we do is we own a direct mail lead house, a聽
mail house, and we mail out millions of letters.聽聽
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We get about a 1% return, one in a quarter percent聽
return, but the people that are truly interested聽聽
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fill that lead out from top to bottom, they give聽
us their home phone, cell phone, work phone, when聽聽
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to call, where to call, the lead talks about our聽
product. We know the people that have filled our聽聽
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forms out. When they were filling that form out,聽
they knew that they needed that coverage. That if聽聽
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something were to happen to mom or dad, who would聽
put them in a really tough position to keep the聽聽
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house or to pay those final expenses and so聽
our agents can have confidence knowing that聽聽
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they're dealing with people that know they need聽
the product. Now we're not spending all of our聽聽
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time prospecting. We're actually spending our time聽
talking with people who know what we sell and have聽聽
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expressed an interest in it and that makes all聽
the difference in the world. That the security聽聽
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that used to be associated with corporate jobs聽
just isn't there anymore. You see the layoffs,聽聽
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I've seen it over and over and over again. And聽
you know, I've had people say to me, well you know聽聽
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being on commission is scary because I'm worried聽
like what if I don't make a sale or something聽聽
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like that. Really, if you work for another聽
company, you have no control over your paycheck.
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A job is designed to pay you just enough to聽
keep you from quitting and you're going to work聽聽
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just hard enough to keep them from firing you.聽
That's a bad system. Here, you can come here聽聽
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no matter where you come from, no matter where聽
you come from. All that matters is where you're聽聽
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trying to get. They will help you get where you're聽
trying to get. You want to make 500 bucks a month,聽聽
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you can. You want to make 5000 a month,聽
you can. You want to make 20,000 a month,聽聽
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you can. Symmetry Financial Group is... It's much聽
like a franchisable opportunity because it's got聽聽
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all the marketing in place, all the carriers聽
in place, everything is in place for someone聽聽
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that does want to grow their business or build an聽
organization to go out and have all the tools at聽聽
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their disposal to recruit people in and hire them聽
and train them to run the model that we have and聽聽
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ensure that they can be successful. Our buy-in聽
is that if you bring sweat equity to the table,聽聽
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if you're willing to work and you have the聽
ambition and the dream of running a business聽聽
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and owning a business, then we'll allow you聽
to participate in that part of the model.聽聽
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And that's the value of the system, because if聽
you don't have a system, then you're trying to聽聽
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create it all yourself. You're doing all your聽
training yourself. You're doing everything聽聽
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yourself and so that's the value of Symmetry聽
Financial Group is we allow you to really run聽聽
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and operate a business within our business. And聽
we throw you the keys, if that's what you want.
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When I looked up at my managers, when I looked聽
up at the people who were higher up than me,聽聽
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what I saw was more money, less time. You聽
know, they were on their fifth heart attack聽聽
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and fourth marriage, and to me, that's just聽
not appealing. It's not an income that I want,聽聽
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it's a lifestyle that I want. The聽
money is a byproduct of the lifestyle.
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The wealthy families that I saw, they had聽
built legacies, they had built businesses聽聽
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that provided for the family long term and the聽
family was then able to enjoy time together,聽聽
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like go on vacations, go on trips, time聽
that you're never going to be a to get back.
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People work 30, 40 years, and they're聽
proud of it, which is great and at the end,聽聽
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what do they have to show for it? What type聽
of lifestyle are they living? You know, and聽聽
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that's where I looked at it more from, again, the聽
business side. Do I want to be the guy across the聽聽
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kitchen or the conference table, that's 67 years聽
old, that's been doing it for life and he has聽聽
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no life and why wait until you're 67, 70 to take聽
the trip to the Mediterranean? Why not do it now?
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When you actually can you know, earn a good living聽
and have the time to enjoy it, you know you can聽聽
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be a lot more active. So I like being active. We聽
do a lot of mountain biking, do some surfing and聽聽
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some snowboarding and my wife, Sarah, we recently聽
just bought a piece of land so we've gotten into聽聽
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a little bit of the farming thing. You know, we聽
have two or three goats and cat and a dog so we聽聽
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don't have kids yet, but we have some animals that聽
we like to take care of. So we enjoy doing that.
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I have a family with three small kids. The聽
older kids love to be outside as well. You know,聽聽
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they love to ride their bikes, they聽
just love being outside and personally,聽聽
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I love to play music, done that for 20 years聽
so that's probably my biggest personal hobby.
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I think, you know, because of the insurance聽
industry, because of Symmetry Financial Group,聽聽
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we've been able to do that. We've been able聽
to go snowboarding and mountain biking and聽聽
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we've played golf all over the world and聽
we're not very good at it, but we enjoy it.
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In places that we never would've聽
had the opportunity to do that.
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Right. Surfing in Hawaii. He聽
actually taught me how to surf.
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In Hawaii.
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In Hawaii.
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It's pretty neat. We've been surfing in Fiji.
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Mm-hmm (affirmative).
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Which is, again, these insurance companies send聽
you all over the place. So when we go to these聽聽
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destinations, we don't just like to sit the hotel.聽
We like to get out there and be active and a lot聽聽
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of our agents and managers are in the same boat聽
you know. They're... They like to get out there聽聽
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and get the adrenaline going a little bit, we聽
call it fear bonding, you know? Yeah. We'll go聽聽
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out and scare each other a little bit in some of聽
these activities we do. Yep. So it's a good time.
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Yeah. Fear bonding in Whistler, black home, coming聽聽
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down mountain biking trails that聽
probably shouldn't have been on.
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Yeah.
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You know?
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Yeah.
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Helmets and shoulder pads and geared聽
up and somehow we still end up bloody.
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We have big goals. We have big ambition. We're聽
shooting for the moon, you know? And again,聽聽
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we're all kind of in sync doing like聽
you said, there's a very transparent,聽聽
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it's an open culture. You got to聽
call somebody that's not in your聽聽
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agency or you got to call up, down,聽
sideways. Somebody's there for you.
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When I first started with SFG, I went outside聽
and took a picture of this place and I was like,聽聽
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they're not going to be here for long you know?聽
And I like the intimacy of the company. It was聽聽
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small. It was okay. I know, one day down the聽
road, the toddler's going to be an all star.
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You know, if I were looking at our company for聽
the first time, one of the biggest questions聽聽
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I would have is am I too late? And you聽
know, to that, I would say, we're just聽聽
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now getting started. You know, we haven't done聽
anything yet and we've accomplished some great聽聽
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things in this industry, but you know, if SFG聽
were a building, we've just laid the footer.
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Yep. Ground floor. The only thing they've聽
missed at this point is the growing pains.
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