Best Practices For The Fourth Quarter with Roger Smith (Ep. 25)

Best Practices For The Fourth Quarter with Roger Smith (Ep. 25)

2022 has been an ever-changing environment for advisors. Due to the change from the global pandemic to now feeling some sort of normalcy, there have been a lot of changes and adjustments that have had to be made over the past few months.  In this episode, Jeremy Houser is joined by Roger Smith from Insurmark …

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Wrapping Up The Third Quarter — The Power Of The Pen (Ep. 24)

Wrapping Up The Third Quarter — The Power Of The Pen (Ep. 24)

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 …

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Houser Party of Four — Welcoming Baby Olivia (Ep. 23)

Houser Party of Four — Welcoming Baby Olivia (Ep. 23)

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 …

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Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo (Ep. 22)

Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo (Ep. 22)

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 …

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A Mid-Year Review: Here’s How Advisors Can Continue Growing (Ep. 21)

A Mid-Year Review: Here’s How Advisors Can Continue Growing (Ep. 21)

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 …

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Annexus: Your Innovative Annuities & Insurance Solutions Platform with Ron Shurts (Ep. 20)

Annexus: Your Innovative Annuities & Insurance Solutions Platform with Ron Shurts (Ep. 20)

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 …

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Simplicity Life — Life Insurance Made Simple & Easy with Nathan Jacobson (Ep.19)

Simplicity Life — Life Insurance Made Simple & Easy with Nathan Jacobson (Ep.19)

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 …

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Creating Impactful Leaders through Greater Connection with Mike Milligan (Ep.18)

Creating Impactful Leaders through Greater Connection with Mike Milligan (Ep.18)

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 …

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Systems and Processes that are Pushing Advisors (Ep. 17)

Systems and Processes that are Pushing Advisors (Ep. 17)

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. …

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Adding Grit to Your Mindset with Austin Hatch (Ep. 16)

Adding Grit to Your Mindset with Austin Hatch (Ep. 16)

When faced with adversity, It is up to you to choose a mindset that will drive you towards success. When you establish a greater purpose, your grit will shine through. In this episode, Jeremy Houser is joined by Austin Hatch, motivational speaker, to share his remarkable story of surviving two plane crashes and learn how …

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