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Insider Secrets: How to Win in the Insurance Industry with Manuel Soto - Episode 3
Manage episode 362215723 series 3472330
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Are you looking to break into the insurance industry or take your existing business to the next level? Join me as I sit down with Manuel Soto, a highly successful insurance professional and business leader, as he shares his insider secrets on how to win in the industry. Manuel reveals his strategies for building a strong brand, delivering exceptional customer service, and growing your business in a competitive market. Whether you're just starting out or looking to accelerate your growth, this is the podcast you don't want to miss. Tune in now on Spotify, Apple, and YouTube!
Manuel Soto, “The Financial Architect,” has been in the financial industry for nearly two decades. He is the owner and CEO of TFA Insurance Advisors, which is headquartered in Chino Hills, CA.
Manny went from a TOP producing agent to a broker/owner at a young age. By following his personal mantra, “Change what you’re doing to change what you’re getting”, Manny has accumulated close to 2,000 personal clients and has trained thousands of insurance agents, registered representatives, and investment advisors.
What sets Manny apart from other financial representatives is his needs based planning programs. He does not believe in a one size fits all strategy. Manny knows that designing a course of action varies contextually. He knows that a beginner family has different needs than a senior citizen in their retirement age. His ability to customize these plans is possible because of his financial skill set developed through years of experience and study.
Manny is a HUGE believer in results based financial strategies and enjoys sharing his knowledge by speaking publicly. In order to spread the word on the ever changing financial industry, he often speaks at events on programs ranging from Social Security, annuities, life insurance, college planning, business structures, reverse mortgages, and many more.
During the pandemic, Manny also made a decision to franchise the financial planning opportunity. In this way, he hopes to expand The Financial Architect’s reach so that people all over the United States are receiving the financial knowledge they deserve.
Feel free to add him on Facebook @manuelsoto, Instagram @moneybusinessmanny, LinkedIn, and YouTube to find out the latest up to date news on The Financial Architects and the financial world.
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