From Mic Checks to Money Moves

My Guest Spot on the Virtual Advisor Power Hour

If you’ve ever wondered what happens when two Jeremiahs with the same last initial hop on a call to talk about life, money, and a seven-figure funnel, let me tell you, it’s a wild ride.

On August 6, 2025, I got to be the special guest on the Virtual Advisor Power Hour with Jeremiah D. (aka my “brother from another mother”), and we broke down how my brother Jonah and I went from sports hype man and minor league baseball announcer to running a seven-figure business teaching people the Infinite Banking Concept.

In plain English: we teach people how to save their money and spend someone else’s. We call it our Save & Spend System and if you’ve ever heard me talk about it, you know I’ll throw in some rhymes, a little Baptist-style alliteration, and probably a sports analogy or two.

We use high cash value Whole life insurance to create personal banking systems, and we teach folks how to do it for themselves all the time. But here’s the thing, most people don’t understand it at first. So we created visuals like the 3-Cup Setup to make it so simple, even my mom can follow it.

On the show, I pulled back the curtain on how we generate leads and turn followers into clients:

• TikTok Lives – My secret weapon. Going live lets me meet new people who don’t even follow me yet.

• YouTube – Longer videos and our podcast help the “bingers” become buyers.

• Opt-In Funnel – Social content drives people to our free 1-hour “Save & Spend” presentation, then they book a free cash consultation.

• Community Nurturing – Weekly newsletters, a private Facebook group, and regular touchpoints keep the conversation going until they’re ready.

Most financial pros keep their marketing playbooks locked up tighter than a stadium locker room but I believe in transparency. If sharing my funnel helps another advisor reach more people and change more lives, then it’s worth it.

Plus, it was just plain fun! We laughed, swapped stories, and yes, I might’ve compared myself to Steve Urkel meets Spike Lee. (The comments section loved that one.)

If you missed it live, you can catch the replay here and see exactly how we went from game nights and halftime shows to building a seven-figure educational brand.