Finish 2025 Out Strong: Equis’ Recommended Daily, Weekly, and Monthly Training Calls
- Equis Financial
- Aug 1
- 2 min read
At Equis Financial, we’re committed to your success, and we know that continuous training is essential for growth. Whether you're just getting started or aiming to expand your business, this training schedule is to support you at every stage. Here’s an overview of the daily, weekly, and monthly training calls we recommend to help you finish 2025 out strong:
Zoom Calls:
Gold Standard Coaching Call

Monday - Thursday at 10 AM ET
Hosted by Jonathan Burns (JB).
Gain daily insights and advice to keep your business on track.
Fix issues in real-time with immediate support.
An opportunity to connect with all agents, new and experienced.

Equis Leaders' Call
Friday at 10 AM ET
Hosted by Barry Clarkson.
Weekly strategy call for growing your agency.
Coaching and game plans directly from President & CEO Barry Clarkson.
Podcasts:

Retirement Solutions Roundtable
Wednesdays
Hosted by the Retirement Solutions Team: Pete Lee and Bill Martin 2.0.
Discover how to add new products to your portfolio by learning about annuities, Indexed Universal Life (IUL) products, and more.
Features new guests every week, bringing diverse expertise and insights.
Prepare to laugh and learn with the team.
Available on Training Center or wherever you get your podcasts.

Producers' Playbook
Fridays
Hosted by Bill Martin OG.
Featuring new guests every week.
Hear from agents who are winning as they share their tips and strategies.
Learn practical tips to grow your personal production and achieve greater success in your business.
Available on Training Center or wherever you get your podcasts.

Inside Equis
Monthly
Hosted by Equis' Leaders: Barry Clarkson, Rob Jones, and Bill Martin OG.
Expert Insights & Company Updates: Join us for an exclusive monthly call featuring top leaders from Equis Financial. Get the latest company updates and hear expert insights directly from the top minds in the business.
Available on Training Center or wherever you get your podcasts.
