In this high-impact episode, we sit down with Brian Thompson of Peritia Advisors—a Medicare pro who’s built a powerhouse agency from scratch and isn’t slowing down. Brian shares how cross-selling has transformed his business, his four-product rule for every appointment, and how understanding personality types can make or break a sale.
We’ll talk about:
✔️ Why cross-selling is a must (and how to do it ethically)
✔️ How to increase client retention and persistency
✔️ The simple personality test that helps tailor every presentation
✔️ How Brian turns one appointment into 13 policies
✔️ The psychology behind selling—without feeling “salesy”
Whether you're new to the game or a seasoned pro, this episode will give you actionable insights to grow your Medicare business one play at a time.
📞 Interested in joining Brian’s team or connecting with him?
Call/Text: (319) 899-8222
📍 Based in Ely, Iowa — now building in 46 states!
💡 Like, comment, and share to help us grow this channel and reach more Medicare agents like you. Got a guest recommendation? Drop it in the comments!
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