Category Archives: Advisor

FEATURE

Systems Work, People Fail – A Deep Dive For Action (Ep. 13)



Success does not happen overnight, but having the systems, processes, confidence and drive can get you to your goal more quickly.

In this episode, Jeremy Houser discusses the true meaning of “Systems Work, People Fail” to highlight the true importance of using systems and processes to assist your driven mentality as an advisor. Learn about The Advisor Mentorship Program’s massive impact on advisors across the country and how you can take action in this acceleration.

Jeremy discusses: 

  • What “Systems Work, People Fail” truly means
  • The three key components of an advisor that excel at InsurMark
  • How Jeremy’s Advisor Mentorship Program leads advisors to efficiency and efficacy
  • Important steps of analysis to ensure systems and processes are being optimized
  • And more

Connect With Jeremy Houser:

 


FEATURE

12. My Backbone For Success with Christina Houser



The true meaning of success is being able to share goals and achievements with someone you love.

In this episode, Jeremy Houser brings on his wife Christina Houser, to take a deep dive into their strong relationship, how they prioritize supporting each other for the success of their family and relationship and the sacrifices they have faced to maintain a strong and healthy family. Jeremy shares his true love and appreciation for Christina and everything she does for the success of their son and relationship. 

Jeremy and Christina discuss: 

  • Their beautiful love story and family beginnings 
  • Sacrifices and strategies of support that have prospered their family
  • The importance of setting personal and family goals for a successful marriage
  • What the future holds for the Houser’s
  • And more

Connect With Jeremy Houser:

 


FEATURE

11. Making the InsurMark Switch with Michael Ginsberg



There is a big difference between treating your financial process as a sales pitch and treating the process as a financial tool with asset classes. 

Making that change and approaching your practice with ethical and moral insurance practices will shine through your work and allow you to build client trust.

In this episode, Jeremy Houser is joined by Michael Ginsberg, CFP®, to discuss Michael’s impressive career journey starting as an attorney to becoming an established CERTIFIED FINANCIAL PLANNER™ professional. Michael discusses how InsurMark has changed his approach to operations and how the team has allowed him to focus more on what he loves—supporting his clients.

Jeremy and Michael discuss: 

  • Making the shift to become an independent business and what insurance products he uses to combat volatility 
  • The importance of protecting his  clients and with ethical and moral insurance practices
  • How InsurMark has changed his business model and asset allocation 
  • What to focus on as an advisor in the digital age to support your clients
  • And more

Connect With Michael Ginsburg:

Connect With Jeremy Houser:

About Our Guest:

As a Certified Financial Planner™ professional and a former Real Estate and Estate Planning Attorney, with over 25 years of personal business and investment experience, Michael has the book knowledge and the real-life experiences to benefit his clients. 

With a specialization in Retirement Income Planning and Michael’s proven 5-Step Process, he creates personalized plans which give his clients the best opportunity to achieve their envisioned retirements. 

Michael’s success is based on his long history of client service, a sound investment strategy that focuses on managing portfolio volatility, and innovative products and services.


FEATURE

10. Centering your Business Relationships for Longevity with Steve Kerns



Becoming one of the respected insurance marketing advisory companies in the United States does not happen accidentally. Focusing on building relationships is key to success as an advisor and operating a successful organization.

In this episode, Jeremy Houser sits down with Steve Kerns, founder and president of InsurMark. They discuss Steve’s journey as an entrepreneur, the challenges of running a successful insurance distribution business, and how InsurMark has been able to stay profitable and continue to grow even during hard times.

Jeremy and Steve discuss: 

  • How a sandwich business played a critical role in entrepreneurial education which lead to the success of InsurMark
  • How InsurMark overcomes primary challenges by being rooted client-centered values
  • How to stay relevant and successful in a saturated market
  • What to be aware of in 2022 as a financial advisor
  • And more

Connect With Steve Kerns:

Connect With Jeremy Houser:

About Our Guest:

Steve is a visionary and coach with a keen ability to spot industry and demographic trends. In 1983, he and his wife, Becky, founded InsurMark, which is known for its integrity, innovation, leadership and service. It is now a well-established and well-respected national insurance marketing organization with thousands of advisor-partners in all 50 states. He functions as our chief strategic officer, in addition to his responsibilities as President. Steve is also founding partner of LifeUSA, known today as Allianz, of The Annexus Group, Market Synergy Group, and Collabrix


FEATURE

9. Becoming an Expert to Create Solutions With Chad Owen



To shift from taking orders to creating a solution process as a financial advisor means you need to change your approach at work.

In this episode, Jeremy Houser talks with Chad Owen, annuity sales coach and founder of Retirement Realized Agents Academy (also known as InsurMark Sales Success Academy). They discuss how his mentorship program can improve an advisor’s annual annuity average, the critical habit changes that allow you to improve, and how you can effectively leverage marketers to grow your business.

Chad Owen discusses: 

  • Secrets that have helped him write over $220 Million of FIA business in his career
  • Why his mentorship program is important for financial professionals and the succession of their business and peers
  • How to become a $5 Million, $10 Million, $20 Million dollar FIA producer
  • How to improve your key metrics through effective education and industry awareness 
  • The number one thing to do as an advisor is to provide a solution and gain confidence from your clients
  • What you should expect from your marketer to assist and grow your business
  • And more

Resources: 

Connect With Chad Owen:

Connect With Jeremy Houser:

About Our Guest:

Chad Owen, The Annuity Sales Coach, has written over $220,000,000 in personal annuity production since 2008 as a solo annuity producer and licensed insurance agent. He takes average agents and helps them become elite producers through a solution based approach to selling. He is one of the most successful solo annuity producers in the entire industry and now is set on helping agents defy the odds and find massive success and freedom in their lives.


FEATURE

8. Learn from the Present and Set Goals for 2022



Just like that, another year has passed. 

Have you been able to persevere and come out on top of your goals as a financial advisor?

In this episode, Jeremy Houser sits down to discuss the successful year he and his team have had, how they were able surpass their goals, and discuss critical plans for the future that hopefully drive success for his team and audience.

Jeremy discusses: 

  • How Jeremy’s advisors were able to exceed their goals in climate of 2021
  • How appropriate use of technology has given advisors the upperhand to support their clients
  • The positive impact the Advisor Mentorship Podcast has had on Jeremy and his team
  • What to expect from the podcast in the new year
  • And more

Connect With Jeremy Houser:

 


FEATURE

7. A Life Time® of Fitness and Health With Bryce Morris



Do you find walking into the gym to be intimidating for you? 

We get it. Virtual fitness training offered by Life Time® might just be for you.

In this episode, Jeremy Houser talks with Bryce Morris, a group fitness training coordinator at Life Time Inc. Bryce shares tips for staying physically fit, how systems and processes have helped him during his career and how he is helping clientele get in shape.

Bryce discusses: 

  • The success he has found over the years while working at Life Time Inc.
  • What the alpha program is––and the benefits of being in the program
  • How he helps people across the country with his virtual platform 
  • Ways for people to start living a healthier lifestyle going into 2022
  • Advice on the types of food to include and remove from your diet
  • And more

Resources: 

Connect With Bryce Morris:

Connect With Jeremy Houser:

About Our Guest:

Bryce Morris is a group training coordinator, National Lifetime Alpha Programming Committee and Lifetime Inclusion Council Core Member. He has been training for 15+ years, with a Bachelor’s degree in kinesiology and a Master’s in Exercise Science. Bryce is a NASM-Certified Personal Trainer, USAW -Olympic Weightlifting Certified and iSSA Nutrition Coach Certified. He is top 5 in the company in Virtual Training, and is an Artistry award winner best small group training performer in Lifetime.


FEATURE

6. The Process of Building Familiarity and Trust With Al Caicedo



In the last year, many advisors have tried to adapt to the virtual world to conduct their business. 

But it is not as easy as it may seem. You have to build out a parallel world and understand the nuances of what’s going on.

In this episode, Jeremy Houser speaks with Al Caicedo, president and owner of CKS Summit Group. Al shares how the dynamics of marketing has changed for advisors, how he helps coach advisors across the country, and what challenges advisors are facing in the market.

Al discusses: 

  • The biggest mistakes for advisors taking their presentations from in-person to virtual
  • The point where he almost gave up on teaching hundreds of advisors
  • The trends in the virtual world––and how this data helps advisors
  • The biggest challenge advisors face when having virtual appointments with prospects
  • What helps advisors to engage emotionally with prospects
  • The future of our industry
  • And more

Connect With Al Caicedo:

Connect With Jeremy Houser:

About Our Guest:

Al Caicedo is President and Owner of CKS Summit Group, founded in 1998. Al’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand for themselves, the financial path they should follow. He has spent twenty years helping clients protect and preserve their assets. His safe money strategies helped clients save millions of dollars during the latest market collapse.


FEATURE

5. Service Oriented Mindset as an Advisor with Roger Smith



It is important to constantly be striving to improve your business processes to serve your customers with a service-oriented mindset.

In this episode, Jeremy Houser speaks with Roger Smith, president at Roger Smith Agency to share the processes that he is utilizing for business success in the area of Waynesboro, Tennessee. Roger discusses the challenges that his business has faced over the past year, and how his processes have helped him to continue to succeed.

Roger discusses: 

  • How his business stands out from traditional P&C shops
  • Three challenges his business has faced this year
  • His biggest investment in his business over the last five years
  • Strategies his business uses to get in front of new prospects
  • And more

Connect With Roger Smith:

Connect With Jeremy Houser:

About Our Guest:

Roger has been helping families protect and enjoy their retirement for over 30 years. Roger has over 5000 satisfied clients. Roger is blessed to have two daughters Chesney & Kennedy, along with a granddaughter Camila.

He has served over the last 21 years as a Rotarian including 2 terms as President. Chamber of Commerce President and Board of Directors. Board member on William Thomas Helton foundation which helps people with disabilities. Sunday School Teacher at Waynesboro First Baptist Church. Benefactor for Abigail’s Plan, an organization dedicated to providing baseball  field and facilities to handicapped children and Sheltering Tree Ranch, a small private Christian school for Autistic children.


FEATURE

4. How Are You Measuring Your Value?



How do your practices compare to the most successful advisors? Do you know what top advisors are doing in order to see growth and success?

You can get your business to the next level with systems and processes that have proven they work and bring results for other advisors.

In this episode, Jeremy Houser teaches you about his value engineering process, and how he uses this to help his advisors see growth. Jeremy shares the importance of reflecting on the numbers to ensure that you are reaching your goals, and explains how to work this success into your systems and processes to continue seeing growth, year over year.

Jeremy discusses: 

  • The value engineering process––and how it helps advisors
  • Common struggles of advisors with their businesses
  • The process of building trust equity with your clients
  • The importance of doing business planning for the upcoming year
  • And more

Connect With Jeremy Houser: