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!
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.
Connect with Dave Ray — Life Advisor Development Consultant:
- About Dave
- LinkedIn: Dave Ray
Connect with Maria Thibodeaux — Life Insurance Case Manager:
- LinkedIn: Maria Thibodeaux
Connect with Binh Nguyen — Life Case Design Specialist:
- LinkedIn: Binh Nguyen
Book Time with Jeremy Houser:
Connect with Jeremy Houser:
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