Category: Financial

FEATURE
9. Becoming an Expert to Create Solutions With Chad Owen

9. Becoming an Expert to Create Solutions With Chad Owen

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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.

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8. Learn from the Present and Set Goals for 2022

8. Learn from the Present and Set Goals for 2022

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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:

 

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

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

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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.

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

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

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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.

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5. Service Oriented Mindset as an Advisor with Roger Smith

5. Service Oriented Mindset as an Advisor with Roger Smith

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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.

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4. How Are You Measuring Your Value?

4. How Are You Measuring Your Value?

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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:

 

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3. The Independent Advisor: AMP sit down with Tim

3. The Independent Advisor: AMP sit down with Tim

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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

2. Gravitate Towards Business Growth with Proven Processes and Systems

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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

Connect With Jeremy Houser:

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1. Meet Your Host, Jeremy Houser

1. Meet Your Host, Jeremy Houser

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Systems work, people fail. In today’s crowded marketplace, advisors must find a way to differentiate themselves from the competition.

Introducing the Advisor Mentorship Podcast – Processes and Systems for the 21st Century Advisor with your host, Jeremy Houser!

In this inaugural episode, get to know Jeremy Houser, as he shares his specialty in the financial space, some facts about himself and who he is outside of the office, and how he stays on track in the financial industry.

Jeremy discusses: 

  • Who he serves in the industry and what his speciality is
  • A motto he says to keep himself on track and stay focused
  • What he would do if he had all the money in the world
  • And more

Connect With Jeremy Houser:

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