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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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FEATURE
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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