Elevating Advisor Productivity: Lessons from The 2024 Founder’s Club Experience (Ep. 59)

Elevating Advisor Productivity: Lessons from The 2024 Founder’s Club Experience (Ep. 59)

Don’t just imagine your success, strategize for it and make that dream a reality.  In the latest installment of the Advisor Mentorship Podcast, Jeremy Houser reflects on the incredible growth and success his team has experienced this year so far. From reducing the number of advisors in monthly strategy calls to fostering a hyper-focused and …

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Growing a World-Class Wealth Management Practice With Chris Manske (Ep. 58)

Growing a World-Class Wealth Management Practice With Chris Manske (Ep. 58)

In today’s fast-paced financial world, many advisors struggle to focus on what they are experts at and attracting the right client. In this insightful episode, Jeremy Houser sits down with Chris Manske, the innovative mind behind Manske Wealth Management. Together, they delve into the secrets behind the firm’s remarkable success and the strategic approaches that …

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

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

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 …

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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)

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 …

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Ways to Influence in 2024 (Ep. 55)

Ways to Influence in 2024 (Ep. 55)

Looking to stay ahead and on top of 2024’s financial advising game? Dive into the future of financial advising with the latest episode of InsurMark’s “Advisor Mentorship Podcast,” featuring Vice President Jeremy Houser. Kicking off with a celebration of their record-breaking achievements in December, Jeremy sets the stage for an engaging exploration of the strategies …

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Innovation & Diligence in Index Selection with Tom Haines (Ep. 54)

Innovation & Diligence in Index Selection with Tom Haines (Ep. 54)

Is your financial advisory strategy future-proof? Discover innovative strategies in financial advising with insights from Jeremy Houser, AMP host and Vice President of InsurMark, as he engages in a thought-provoking conversation with Tom Haines, EVP of Capital Markets & Index Solution at Annexus. With a background that includes a significant tenure at UBS in New …

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2023 to 2024: Reflecting and Projecting (Ep. 53)

2023 to 2024: Reflecting and Projecting (Ep. 53)

There are new ways to help yourself stand out in the growing landscape of financial advisors. Uncover the secrets with Jeremy Houser, Vice President of InsurMark, in a captivating episode of the Advisor Mentorship Podcast. He explores the essential strategies for advisors to stand out in an increasingly competitive market. Jeremy emphasizes enhancing performance, fostering …

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Advisor Mentorship Program: The Evolution of AMP (Ep. 52)

Advisor Mentorship Program: The Evolution of AMP (Ep. 52)

How are AMP advisors thriving in today’s market?  Join us on an impactful journey with Jeremy Houser, Vice President of InsurMark, as he shares some secrets of Advisor Mentorship Program (AMP). Launched in 2018, AMP has united financial advisors across the U.S. into a thriving community. This episode dives into how AMP reshapes advisors from …

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How To 10X Your Success (Ep. 51)

How To 10X Your Success (Ep. 51)

Is 10X actually easier than 2X?  Join the conversation with Jeremy Houser as he digs into this intriguing concept in this episode of the Advisor Mentorship Podcast. This episode goes beyond typical financial advisory talks, diving into groundbreaking strategies that are reshaping how advisors achieve success and maintain balance in today’s ever-changing world. In this …

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Dimensional on Fixed Income, Volatility, and Long-Term Investing with Rob Harvey, CFA (Ep. 50)

Dimensional on Fixed Income, Volatility, and Long-Term Investing with Rob Harvey, CFA (Ep. 50)

The Advisor Mentorship Podcast has reached a new milestone! 50 Episodes! Milestone episodes deserve milestone guests, which is why this week, Jeremy Houser welcomes Rob Harvey, CFA, Co-Head of Product Specialists and Vice President at Dimensional Fund Advisors. In this special episode, Jeremy and Rob sit together to chat about the work being done at Dimensional …

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