Financial Motivations Consulting & Insurance Services 14604 John Humphrey Drive, Orland Park, IL 60462

"Before working with Stacie, as a business owner in the insurance industry, I felt lost. I had no direction and no solid system in place. When you don’t have a solid system in place you don’t feel comfortable presenting. The tools that Stacie has given thus far within the membership provide a virtual life insurance agent strategy and plan. Working on an actual business foundation plan and having systems in place makes me more confident as a business owner. Having a strategy & plan in place has saved me so much time to work on other things. 1. By implementing one of her workbooks, I learned my comfortable and personalized lead acquisition and conversation strategy by using my existing experience and assets. 2. For 2024, I landed a couple of out-of-state round table speaking events. Topic: Advance Wealth Strategies. 3. My engagement and visibility on Facebook keeps growing because of her strategies and I couldn’t be happier. 4. As of right now I am getting regular referrals, DM messages, and leads with the lead magnet that I created from one of Stacie’s challenges. I still re-read the workbooks that are available to me because each time I go over a section I pick up something new. The first challenge that I took with Stacie was the FB Print Money. As I was taking that course, I liked how the workbooks were put together. I also liked the fact that we had to show our homework each day for accountability which is strongly needed. That kept me focused. Once you get in the flow of things it is hard to stop, so I wanted to make sure that I kept in touch to make sure my questions were answered as I was going through the courses. That is when I decided to become a member. I knew in my business that there were some things that Stacie and her team could handle faster than I could so I went ahead and had a 1:1 session with her for her to help me jumpstart a blueprint for my virtual life insurance business. I am still taking baby steps and learning tons! By doing this it has made a huge difference in staying productive and shows me what I still need to work on without being overwhelmed."

"Need content? If you are trying to build your life insurance business online, and you’re stuck, Stacie has the program for you. I’ve been with Stacie for a over a year now and have taken a couple of her courses. I am so glad that I found her. She has the experience and knows what works so you can escalate in your life insurance business. It’s all already been tried and tested. The most recent course is her Content Calendar course. I just love it! When it comes to life insurance, marketing can be very tricky. I’m sure you already know that. With this course, Stacie makes it very easy for you so you don’t waste time trying to figure it all out. The Content Calendar provides you content for every day of the month, every month so you can build your credibility and connections online. Stacie overdelivers every time because she cares about your success. If you are on the fence, don’t be. It just can’t get any easier than this."

"I was blessed to have a one-on-one session! Stacie explained what I need to become laser focused on my clientele and the service that I want to provide. I recognize my own shortcomings and am not afraid to contact those more knowledgeable and ask for the help and guidance that I need. Stacie was able to provide this for me today. She gave me the tools necessary to move forward so that I can be of more assistance to clients. I have the ability to be the financial services profession that will make the proper selections and present them with life changing protection for life, retirement and beyond all with the vehicle of life insurance. Thank you for doing this because it is what the community needs. The experience was invaluable! Pamela Pressley"

"Stacie L Daniel is top tier! I've been in the industry for 7 years and never felt like part of any community. That all changed in April of this year! I join her lives and watch the webinars and each time I walk away renewed, motivated and with new tidbits to help get myself and business up and running at full potential."

"Coaching with Staci allowed me to fine tune my vision for my business. She helped me recognize the areas in my business where I lacked organization and effective systems to run a more profitable insurance agency. With Stacie's guidance I was able to shift my focus from being an agent to a financial professional. I utilized her effective marketing and client education strategies. I was able to submit 40% more cases during our time work 90% approvals. One of the most important lessons I learned was pre-approving my clients so that when I sat down with them we were ready to submit business. Since working with Stacie I've started to attract my ideal client without purchasing a single lead."