Episode 259 of The Smart Agents Podcast features Beth Rooney, a Greater Boston–based agent who brings over 20 years of combined experience in financial services and real estate. Having managed and mentored more than 1,000 agents, Beth has seen firsthand the struggles even top producers face with financial planning and consistency.
Today, in addition to being a full-time agent and coach, Beth partners with Registered Investment Advisors to help structure Private Placement Life Insurance for high-net-worth families—expertise she now shares with real estate agents to help them build lasting wealth. With her unique blend of sales management, financial literacy, and real estate expertise, Beth offers a roadmap for agents who want to break free from the commission-to-commission cycle and create true financial security.
Key Takeaways:
- Why consistency in daily activities drives long-term success
- The most common financial mistakes agents make—and how to avoid them
- How properly structured life insurance can serve as both a safety net and investment tool
- Strategies for creating passive income streams through real estate and beyond
