September 2021 – Advisor Mentorship Podcast

3. The Independent Advisor: AMP sit down with Tim

By the-advisor-mentorship-podcast | September 29, 2021

If you’re open to new ideas and looking to move your business forward, that’s the first step in making positive change happen in your business.

In this episode, Jeremy Houser speaks with Tim Whisler CRPC®, CLTC® president and founder of The Whisler Agency. Tim shares his direct experiences in the Advisor Mentorship Program and how he has been able to utilize the system to grow his business.

Tim discusses:

Why the past year was a record year for his business
Resources that are helping him double his business in 2021
Two challenges he struggles with as he’s growing his business
What drives him to help people retire safely and give them protection
How his prospects find him through his marketing
And more

Connect With Tim Whisler:

Connect With Jeremy Houser:

About Our Guest:

Tim Whisler: Tim is the president and founder of The Whisler Agency, an independent and comprehensive financial services firm. His mission statement is “to provide retirees and soon-to-be retirees with a greater sense of confidence about their retirement plan.” Tim holds the Chartered Retirement Planning CounselorSM designation and the Certified in Long-Term Care designation. These advanced studies provide him the additional knowledge to help effectively evaluate your financial situation and design a retirement plan tailored for you.

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2. Gravitate Towards Business Growth with Proven Processes and Systems

By the-advisor-mentorship-podcast | September 15, 2021

Jeremy Houser is a seasoned veteran of the financial services industry who has worked with some of the top advisors over the past decade.

In that time he has learned that processes and systems are key to establishing success in growing your business.

In this episode, Jeremy Houser shares some of the processes his advisors have learned and implemented at InsurMark. He also discusses how he began educating advisors to implement systems and processes into their practices in order to grow and succeed with the Advisor Mentorship Program (AMP).

Jeremy discusses:

Why advisors choose to work with him and InsurMark
Why he started the Advisor Mentorship Program (AMP) and how it serves advisors
The importance of adapting to changes in the industry to stay relevant as advisors
What the AMP value engineering process is and how it helps advisors succeed
And more