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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
