Month: February 2024
Has Video Officially Killed The Radio Star? with Katie Braden (Ep. 57)

Has Video Officially Killed The Radio Star? with Katie Braden (Ep. 57)

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In today’s digital age of Google & YouTube, financial advisors continue to face the daunting challenge of standing out among the crowd.

This episode of the Advisor Mentorship Podcast provides a treasure trove of insights to harness the power of video marketing to solve just that.

Jeremy Houser is joined by Founder of Advisor Video Marketing, Katie Braden, who explains how financial advisors can leverage video content to establish trust, showcase their knowledge, and engage with clients and prospects in a meaningful way. By sharing her personal experiences and success stories of those she’s mentored, Katie illustrates how overcoming common hurdles like imposter syndrome and low engagement can lead to significant growth and a robust online presence. Also, get a sneak peek into Katie’s 12-week workshop designed to equip advisors with the skills needed to produce captivating video content and exude confidence on camera.

Katie discusses:

  • Benefits and hurdles of implementing video marketing
  • Frequently asked questions from advisors about utilizing video marketing
  • Resources and tools that can help advisors start their video marketing journey
  • Katie Braden’s personal experiences
  • Strengthening client relationships
  • And more

 

Resources: 

Connect With Katie Braden:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

About Katie Braden:

Katie Braden, CFP® and Founder and Chief Video Officer of Advisor Video Marketing is bullish on the power of authentic video. She loves working with advisors to help them improve their virtual meeting setup, build confidence on camera and use video to grow their brand, attract more of their ideal clients and better communicate with existing clients. 

Katie is also a Private Pilot and loves the freedom of the skies, whether flying herself or traveling around the world with her husband, who is a professional pilot. She can otherwise be found at home in Las Vegas, NV with two adorable kittens, Pepper and Acorn.

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How To Leverage Life Insurance with Jeremy Bickler, CLU® (Ep. 56)

How To Leverage Life Insurance with Jeremy Bickler, CLU® (Ep. 56)

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New innovations are making life insurance more accessible! 

Join us for this episode of The Advisor Mentorship Podcast’, where InsurMark Vice President Jeremy Houser welcomes back Jeremy Bickler from NIW, part of the Simplicity Family. Together they dive into challenges and celebrate successes, particularly spotlighting NIW’s innovative Kaizen life insurance plan.

Key Highlights:

  • Discover how federal rate hikes and AG 49 regulations are transforming the insurance industry
  • Learn about the triumph of the Kaizen plan, which excels despite challenges, thanks to technological advancements and extended partnerships
  • Find out about the innovative monthly payment feature for life insurance, designed to assist budget-conscious clients and perfectly suited for executive bonuses
  • Explore the digital revolution in insurance, highlighting the move towards online, paperless client enrollment processes
  • Understand how services are customized for diverse clientele, from medium-sized businesses to large corporations, especially in executive bonus scenarios
  • And much more!

 

Resources: 

Connect With Jeremy Bickler:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

About Our Guest:

Jeremy Bickler is VP of Sales for the Central Region at NIW. He brings over 20 years of industry experience, working across multiple areas of the business. While life insurance is his passion and focus, he has marketed and sold annuities, asset-based LTC, and disability. Jeremy has worked as an external wholesaler for multiple top-rated insurance carriers and is the former owner of an IMO where he presided over the life insurance division. In his current role at NIW, he assists IMOs in implementing Kai-Zen® and other premium finance strategies into their business. He also trains IMO sales staff and individual agents on using leveraged IUL for estate planning and supplemental income solutions. 

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