1561: Create New Retirement Income Locating Unclaimed Assets with David Church

Marketer of the Day with Robert Plank: Get Daily Insights from the Top Internet Marketers & Entrepreneurs Around the World30mApril 8, 2026

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AI-Generated Summary

In this episode of The Marketer of the Day podcast, Robert Plank interviews David Church, founder of the Surplus Institute, about his mission to help individuals reclaim over $71 million in unclaimed funds—money that often goes unnoticed due to complex bureaucratic processes. David shares compelling stories of clients like Alan, an Uber driver who earned $37,000 commissions and bought a Subaru, and a woman who recovered $550,000 in hidden assets after a foreclosure. He explains how surplus funds—particularly from mortgage and tax foreclosures—often remain unclaimed because banks and governments delay or obscure the process, allowing them to earn interest on the money. David emphasizes that the key to success lies not in luck, but in a structured system: learning the market, skip-tracing leads, and mastering follow-up communication using a 'doctor frame' that builds trust. He highlights the importance of community, coaching, and consistency, drawing from his own journey of focusing on one high-leverage business instead of spreading himself thin across multiple ventures. The episode concludes with practical advice: join the Surplus Institute Facebook group, explore surplusinstitute.com, and commit to a daily system of five new leads to unlock a scalable, life-changing income stream.

Key Takeaways
1

Unclaimed funds in the U.S. total over $80 billion, with many people missing out due to complex, intentionally opaque processes.

2

The most successful people in this space use a three-step system: learn the market, skip-trace leads, and master follow-up communication.

3

Using a 'doctor frame' in calls—asking questions, sharing specific details, and building rapport—increases callback rates and trust.

4

Focus on one high-leverage opportunity (like mortgage foreclosures) rather than juggling multiple ventures to achieve consistent income.

5

Joining a community like the Surplus Institute Facebook group accelerates learning and provides accountability and motivation.

…and 3 more takeaways available in PodZeus

Chapters
0:00
5 min

The $71 Million Mission: Uncovering Hidden Wealth

He has helped recover over $71 million in money that people didn't even know existed. And now he's turning everyday workers into six-figure earners doing the same.

Highlight
5:00
7 min

How Unclaimed Funds Work: Foreclosures and the Hidden Money Trail

If the property sells to a third party bidder and the estimated debt is satisfied, those extra funds go back to him. That is the most typical type of funds that we see.

Highlight
12:00
8 min

The 3-Step System: Learn, Skip-Trace, Collect

We teach people to learn their market. Like let's say you want to work mortgage foreclosures. What is a mortgage foreclosure? How do they work? How do lists come up?

Highlight
20:00
8 min

The Power of the 'Doctor Frame' and Follow-Up

Robert, I'm calling you about the dormant CD account at 123 Main Street belonging to such and such. Again, this is a Citibank CD account belonging to so-and-so at 123 Main Street.

Highlight
28:00
3 min

From $150 to $411K: Real Stories of Success

David shares inspiring real-world results: a man who made $411,000 in 2025 with his family working together, a woman who earned $150,000 in state funds, and others who turned small wins into six-figure incomes. He ends with a powerful lesson: focus on one system, double down, and let small daily actions compound into massive results.

High-Impact Quotes
He has helped recover over $71 million in money that people didn't even know existed. And now he's turning everyday workers into six-figure earners doing the same.
Robert Plank0:04
Viral: 90.0
If the property sells to a third party bidder and the estimated debt is satisfied, those extra funds go back to him. That is the most typical type of funds that we see.
David Church8:36
Viral: 85.0
Robert, I'm calling you about the dormant CD account at 123 Main Street belonging to such and such. Again, this is a Citibank CD account belonging to so-and-so at 123 Main Street.
David Church20:57
Viral: 80.0
Speakers

Host

Robert Plank

Guest

David Church
Topics Discussed
Unclaimed Money Recovery95%Foreclosure Surplus Funds90%Business Coaching and Mentorship85%Side Hustle to Six-Figure Income80%Cold Calling and Sales Psychology80%Personal Development and Consistency75%Follow-Up Systems75%Skip Tracing and Lead Generation70%
People & Brands

Surplus Institute

organization

15xPositive

David Church

person

12xPositive

Robert Plank

person

10xPositive

Facebook

product

6xNeutral

Alan

person

4xPositive

The Slight Edge

book

4xPositive

Rose Patrice

person

3xPositive

YouTube

product

3xNeutral

Jeff Olson

person

3xPositive

Al

person

3xPositive

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