In January, the year ahead seems so long, but suddenly, Labor Day hits, and we look back and realize we are ready to wrap up the third quarter.
Throughout the year, there have been some big changes to our industry, allowing advisors to hone their skills to attract prospects and secure new deals.
In this episode, Jeremy Houser explains must-know shifts in the advising industry while detailing ways you can use these to your advantage to pull in prospects and create a meaningful bond that will secure client and team loyalty.
Jeremy discusses:
What types of conversations you should be having with prospects
The importance of adapting to different marketing tactics and strategies
The value in going against the grain, separating yourself from the competition
Ways to present yourself and your team as industry experts
After a long-awaited 9 months, Jeremy Houser and his wife Christina are overjoyed to welcome their newborn, Olivia.
In this episode, Jeremy talks about everything newborn and how his lifestyle has evolved since becoming the ‘Houser Family of Four.’ Jeremy talks about his career, the steps he is taking for his children, and how he has been able to navigate his business amid the arrival of his daughter.
Jeremy discusses:
Ways he and his family have adjusted their life and work balance
How he has used the help of advisors he trusts to create a sound financial plan for his children
His 2022 motto for keeping his advisors motivated
Understanding the value of a single-income household
In the last couple of years, there has been a shift in businesses, creating an abundance of advisors working virtually.
But it is not as easy as it may seem. To successfully manage a virtual business, you must stand out from the crowd.
In this episode, Jeremy Houser speaks with Al Caicedo, president, and owner of CKS Summit Group. Al shares different strategies advisors can incorporate when switching to an online platform and the personalization they need to create a loyal customer base.
Al discusses:
The importance of incorporating webinars and video messaging within your practice
The truth about trust, ego, and commitment when it comes to building and maintaining a business in this virtual environment
How to keep your clients informed without throwing them an abundance of oversaturated information
Ways to personalize your relationship with your clients
Al Caicedo is the president and owner of CKS Summit Group. Al’s focus is to help his clients 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.
While gaining outreach in such a saturated market can be extremely challenging, this year has been very prosperous for advisors.
This week, Jeremy Houser details ways to continue that growth for the remainder of this year and the years to come.
Jeremy highlights the role of innovation, creativity, and even time off when it comes to business growth and the ever-changing and uncertain marketplace. Through the use of technology, Jeremy outlines ways you can keep your clients up to date on market trends while allowing your business to elevate its marketing efforts.
Jeremy discusses:
The importance of vacation time and the value of setting realistic expectations with clients
Reasons advisors shouldn’t be afraid of changes and challenges
Advisors, it’s no secret that the annuity industry has substantially grown this year.
So what better month to discuss annuities than June, which is Annuity Awareness Month?
In this episode, Jeremy Houser is joined by Ron Shurts, entrepreneur and co-founder of Annexus. Ron talks about his path into the financial industry while detailing how Annexus has expanded within the annuities and insurance field. This expansion has allowed the firm to be named the “Annuity Innovator of the Year” for three years in a row.
Ron discusses:
His beginnings in the financial services arena and the challenges he faced during the process
How Annexus provides annuities and insurance solutions to advisors and their clients
The secret sauce that makes the company set the standard for the industry
Changes and projections for the Fixed Index Annuity (FIA) space
Ron Shurts is an entrepreneur and the co-Founder of Annexus, a Scottsdale, Arizona-based company dedicated to designing and marketing innovative products that help people grow and protect their retirement savings. With his partner Don Dady, they’ve built a reputation for developing new business strategies and forging partnerships with industry thought leaders, leading insurance carriers Nationwide, Athene, and Securian, as well as some of the world’s largest investment banks, including J.P. Morgan, UBS, Zebra Capital Management, Barclays, Merrill Lynch, etc.
Often, misinformation leads to a missed opportunity for high returns. Thankfully, we have the knowledge you need to help your clients make an informed decision on their life insurance.
This week, the Executive Vice President at Simplicity Life, Nathan Jacobson, joins Jeremy Houser to explain how independent financial professionals can use the tools and resources Simplicity Life provides their advisors with best-in-class life insurance solutions. Whether it be protecting loved ones from an untimely death or as a tax diversification tool, Nathan highlights the array of benefits around life insurance.
Plus, he unpacks some valuable wisdom words for financial advisors, like the importance of investing in your business and continuous education.
Jeremy and Nathan discuss:
Ways Simplicity Life is now the largest independently-owned life brokerage in the country
The firm’s educational approach in offering their agents the highest level of knowledge to pass on to their clients
The power of life insurance as a financial vehicle
Ways advisors and prospects can benefit from Simplicity Life’s tax-free retirement platform
Advice for financial advisors: The value of education and maintaining a digital presence
As the Executive Vice President of Simplicity Life, Nathan Jacobson takes his accomplished 18 years in the life insurance industry to the largest financial marketing organization, Simplicity Life. Nathan’s extensive knowledge in insurance distribution and sales management is poised to help him build new strategic alliances and industry best sales platform and proprietary insurance products for use across all of Simplicity Life.
Connecting a driven mindset with education and effective systems and practices uncovers record-breaking feats.
In this episode, Jeremy Houser is joined by Mike Milligan, Founder of Ideas by Mike. Mike is a CFP who unveils ways he’s finding success as an advisor, business practices, and operations. Through systems and practices, Mike highlights the critical role InsurMark’s partnership has played in the acceleration of Ideas by Mike, LLC.
Mike discusses:
Ways he is helping his customers during this volatile time
How to invest in your business through different strategies to see impactful growth
The power of stories and resources and how they reflect in his own podcast: Stories, Resources, and Ideas
How his partnership with InsurMark has supported and excelled his business
Mike Milligan has been a Certified Financial Planner since 2002. He understands what most people endure in life and understands that life is not a simple pie chart of diversified priorities and passions to spread out risk; we go all in, all the time. That’s why Mike is here to help you with that and learn from your experience so he can pass along what he has learned and what he has lived.
Advisors face adversities on a daily basis, it is important to learn how to face these challenges with systems and processes to overcome them.
In this episode, Jeremy Houser sits down to discuss the importance of adopting effective mindsets, systems, and processes that will accelerate your business model and let you better help your clients.
Jeremy discusses:
The impact Austin Hatch’s message had with advisors from Episode 16
Creating a marketing strategy that supports you and your business model
Building client trust in the virtual and in-person setting
How Gen X will be reshaping the financial landscape in the years to come
Anything successful requires an investment of time and energy.
To be that better leader, parent, successful entrepreneur, or whatever your internal goal is, you need to take action on creating a better mindset for your day-to-day activities.
In this episode, Jeremy Houser is joined by Ricky Kalmon, mindset expert, motivational speaker, and celebrity hypnotist to discuss changing your habits and the way you think to live a more present life in your personal and professional life. Ricky shares how he has been able to help thousands of people around the world through his mindset message and techniques.
Ricky Kalmon discusses:
What mindset means to Ricky
Revisiting your subconscious mind to better understand your skill set
How to turn off work-mode to be more present
How you can update your internal software to be a better you
Ricky Kalmon is a mindset expert, motivational speaker, and celebrity hypnotist who delivers high-energy and motivational keynote programs. His programs are inspirational and offer compelling, applicable tools anyone can use in personal and professional development. Kalmon reveals how our mindset can be the greatest tool in achieving new heights, reducing stress, and increasing productivity and potential. Ricky Kalmon’s mindset message and techniques will change the way you live, work, and think. Kalmon works with Fortune 500 companies, sales teams, leaders, executives, and sports teams, teaching them how to reinforce their thoughts and beliefs to enhance their results. By creating awareness of your thoughts, Kalmon reveals how to enhance your mindset to eliminate doubt and ignite your positive intentions. Through his programs, thousands have changed their world by changing the way they think. In addition, he has made numerous special guest appearances on ESPN, Disney, Hallmark Channel, Fox, FX, E, HLN/CNN, TV Guide and Comedy Central. Ricky Kalmon delivers top rated corporate entertainment and mindset motivational keynote programs for corporate events, meetings and special events.
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
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.
