Executive TLDR
A big shot in business is someone who keeps taking consistent shots over time.
Success comes from repeating simple daily disciplines without reinventing the wheel.
Follow your RVP and execute the proven system.
Daily activity, accountability, team attendance, and expansion drive growth.
Treat the opportunity with urgency, gratitude, and respect.
Financial freedom comes from building and overriding a strong team.
Video Summary
Roy Lipson shares that being a big shot in business is not about ego or talent but about consistency, humility, and following leadership. He emphasizes gratitude for the opportunity and the urgency to take action because life is unpredictable. Success in the Primerica opportunity comes from daily activity, self improvement, accountability to your RVP, strong team attendance, and consistent expansion. Rather than reinventing the wheel, leaders must duplicate what works, follow the system, and keep taking disciplined action to build override income and long-term financial freedom.
FAQs
What does Roy Lipson mean by being a big shot in business?
Roy Lipson explains that a big shot is simply someone who consistently takes action, follows leadership, and repeats simple daily disciplines over time.
How do you succeed in the Primerica opportunity according to this training?
Success comes from daily activity, accountability to your RVP, team attendance, expansion, and strictly following the proven system without reinventing it.
Why is following your RVP important in building a winning team?
Following your RVP ensures duplication, accountability, and alignment with a system that has already produced financial freedom and leadership growth.
What role does discipline play in financial independence?
Discipline allows you to consistently prospect, recruit, schedule appointments, and build team culture, which compounds into override income and freedom.
How do you build override income in this business model?
Override income is built by expanding your team, developing leaders, increasing team attendance, and duplicating daily activity across your organization.
Glossary
Primerica Opportunity
A business model that allows individuals to build a financial services organization, earn commissions, and generate override income through team building.
RVP (Regional Vice President)
A leadership position responsible for training, mentoring, and developing representatives while expanding an organization.
Daily Activity
Consistent prospecting, recruiting, scheduling appointments, and servicing clients to drive production and growth.
Override Income
Compensation earned from the production of your team or organization rather than only personal sales.
Expansion
The strategy of growing into new markets or increasing team size to create larger organizational income.
Accountability
Regular communication with leadership to track activity, production, and performance.
Duplication
Following a proven system so others can replicate the same actions and results.
Coachable Mindset
The willingness to follow instructions, accept feedback, and implement leadership guidance consistently.
Transcript:
Speaker 1
All right. Good morning. Good morning. I am, I am pumped to be here. Thank you, Keith Otto, for doing this. Keith, Danielle, the whole team, it’s. It’s absolutely incredible. You know, I just want to talk to you for a couple minutes and get you thinking a little bit because, you know, life isn’t promised to you, opportunity isn’t promised to you. I was thinking about this last night. Last time were here, October of 23, I did not drive my car out of the parking lot. I was taken out in an ambulance Friday night. And, you know, and everything ended up working out okay, but it was. Shit happens. And you know, I think that, I think the people that are winning big in this business are people who’ve treated this and continue to treat this opportunity with reverence, respect, appreciation, and a sense of urgency.
Speaker 1
And I’m just really grateful that Joe. I’ve had the three best uplines ever. Okay? Joe told me I have to say something nice about him, so I will tomorrow. No, Joe brought me into the business and I listened to him and I did what he told me to do. And you know, when I went to vice president, my direct upline was Joe Enser. And when he passed away, my direct upline is Keith Otto. I mean, I have the absolute best uplines that you could ever want to have. And I think, yeah, you can do that. And I think you got to, you know, you really got to have a lot of appreciation and respect for that. I also have the greatest downlines in the world. It’s absolutely unbelievable. You guys, you guys absolutely friggin rock. And the leadership team is incredible.
Speaker 1
And I’m incredibly like, I go through life every day just saying thank you. I got nothing else to say but thank you. Thank you, thank you. And because that is, you know, that to me is the answer. You know, I’m thinking about this. I hated what I was doing for a living. Cardino brought me to a meeting. I heard what I heard and I. And I got hope and I. And I went for this thing. And I am incredibly grateful that I was dumb enough to believe the people ahead of me and do exactly what they shared with me to do. Even when I didn’t believe in myself, I needed to do a lot of work to help me. And I think all of us need to continue to do that. You know, the. Anyway, I was thinking about this also.
Speaker 1
You know, I’ve had chronic back issues for years and that I handle. I’ve had a couple of spinal surgeries and there was periods of time in my Life where I couldn’t feel my arm and my leg. And that happens every once in a while. And, you know, in the last two weeks, that happened. And so every once in a while, I’m walking around and I could feel my feet and I could feel my hand. I say thank you, God, because I think there’s. There’s, like. There’s a lot of things that we take for granted, and we don’t even know we’re taking it for granted until we lose it or we’re about to lose it, you know, Yesterday afternoon, I stopped over. I saw Jenny and Matthew were chatting, and, you know, they both have lost a brother and a sister.
Speaker 1
And, you know, and, like, you don’t realize what you have until you don’t have it. And this opportunity is like, you got a chance to become absolutely wealthy and change people’s lives, change your entire family’s life, if you just do what other people aren’t willing to do. You know? Thursday I was driving out here, and that’s the 14th anniversary of my dad’s passing. And I was thinking about him, too. And then I was thinking about Primerica. I spent that entire year in the hospital or in the house with my mom and dad because I could. And my income went up, and I was available. My brother was available from seven in the morning till eight in the morning. And he could do it like, two times a week. I was there every single day. I flew up. I flew up from Florida.
Speaker 1
I live in Florida now, and I like that. I’m flying out tomorrow morning very early, because tomorrow is my daughter’s birthday. We’re having a birthday party at my place. So she asked me. She says to me, dad, can I have a birthday party at your place? Now we live on the beach, and I got an incredibly unbelievable spread, and it’s nice. And I said yes. She’s got 25 people coming over, and my birthday is on Monday, so we might as well have a party, you know? And for those of you that are interested, I’ll be 66, and some of you going, you look pretty good for 85. But, you know, the thing I’m thinking about is Primerica gives us the opportunity to be free and do whatever we want, whenever we want, with whoever we want, however we want.
Speaker 1
And all you gotta do is just, like, go to work and give it everything you got. And, you know, I’ll. Yeah, we might. I’ll try this. I’ll try this presentation. Was that enough good stuff about you, Joe? Yeah. All right. So don’t reinvent the wheel. Okay? Just do exactly what your upline did so you get a chance, like we got a chance to override so many people in here that are absolutely. They’re way better than us. Winners do. And continue to do what our upline suggests. Okay. You know, I think all of you have RVPs, and they all have both of these presentations, okay? So I’m just going to rip through them pretty quick. But if you want to win, just listen to your rvp. It’s really that simple. Keith’s four fundamentals. Daily activity.
Speaker 1
And you’ve been hearing and will continue to hear from people what daily activity is, what’s important. Self improvement. You got. We all have to get better. Okay? We got a prospect. We got to pick up names and numbers. We got to schedule guests. We got to schedule appointments. This is like. This is not rocket science, but, you know. You know the best definition of success I ever heard? Success is a few simple disciplines practiced and repeated daily. You got it? There’s a couple of disciplines right there. It’s pretty simple. Do appointments. You got it. All right. Daily accountability. Call your vice president. If you’re not speaking to your vice president, you’re delusional or you’re hiding, which means you’re delusional. Like, if you really want to make a lot of money here and be free, it’s not difficult.
Speaker 1
Just do whatever your RVP asks you to do. All right? Team attendance. Look around. How many people do you have in this meeting today? How many directs do you have? How many personal guests do you have in a meeting? How many team guests do you have in a meeting? How many directs do you have here? How many total teammates do you have here? That’s it. Look around the room. Imagine that you override everybody in the room. What else do you need to know? Start with a row. Start with half a row, two rows, three rows. And you know, if you. Somebody told me I was a big shot, and I am a big shot. That’s what Mike Pressler told me I was. No, you know what a big shot is, Carroll?
Speaker 1
You know, a big shot is a little shot that kept on taking shots. That’s all any of us in the front row are. It ain’t that hard to get to the front row. Stick around. Do what you’re being told, and just keep going, all right? Next thing is expansion. You got to keep moving, all right? Play offense. The ABCs are the business. This is it. Always bring people. Be a student, cheerlead the system. I’m not going into each one of those on a direct piece because I have 14 seconds left, and I’m done. Because that’s the way it works. I got to make time for everybody else. But thank you so much for being here. Treat this opportunity like you love it and you get a chance for it to work for you. Thank you, my brother.
