December 2022 – Advisor Mentorship Podcast

2023 New Year’s Resolutions with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux (Ep. 30)

By the-advisor-mentorship-podcast | December 14, 2022

As this year comes to a close, Jeremy Houser is checking in with his team at InsurMark to celebrate their wins and hear from them.

An important part of Jeremy’s team process (that gets them closer as a company) is to review and share the goals and resolutions they have set for themselves going into the new year.

And that’s exactly what this week’s episode is all about. Jeremy chats with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux as they reveal how they want to elevate their business in the new year, as well as the processes that have led the team to succeed in 2022.

The team discusses:

Some personal resolutions for 2023 and how they want to go about achieving them
Big 2022 wins and their approach to keeping the momentum going into the new year
Some important processes that have elevated their business this year
Future company projections moving into the new year
And more!

Resources:

Meet Jeremy’s team

Connect with Felicia Turner — Annuity Case Manager:

Jeremy and Felicia have worked together for 10+ years. Felicia is one of the top advisor services admins at InsurMark. She was announced as the 2021 employee of the year.

fturner@insurmark.net
713-808-8523

Connect with Dave Ray — Life Advisor Development Consultant:

Connect with Maria Thibodeaux — Life Insurance Case Manager:

Connect with Binh Nguyen — Life Case Design Specialist:

Book Time with Jeremy Houser:

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Connect with Jeremy Houser:

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2023 Business Planning: Advisors, Here’s The Advice You Need (Ep. 29)

By the-advisor-mentorship-podcast | December 7, 2022

As Thanksgiving slipped through our fingers, December brings in new opportunities to be thankful and discover new relationships with prospects while rekindling old ones.

In this episode, Jeremy Houser unveils some December themes as well as business planning considerations for advisors. With 2023 being a year of big changes, listen in and discover how the advisors at InsurMark are focusing on refining their processes and making those important improvements to step into the new year on the right foot.

Jeremy discusses:

Valuable processes to take forward into 2023
The importance of a pen and paper
Some 2022 wins for InsurMark’s advisors
Why December is a great time to reel in new prospects
Trust and credibility: What you should know about storytelling
And more!