As the third quarter numbers are being finalized, we are excited to announce that Jeremy’s team has already surpassed 2021’s numbers, even with one final quarter left. In this episode, Jeremy Houser speaks with Tim Whisler CRPC®, CLTC® President and Founder of The Whisler Agency. After their annual advisor family reunion trip to Cabo, the …
Effective management and having systems in place are some of the aspects that Jeremy Houser and his advisors value the most in their business setting. However, going 100% virtual when it comes to marketing is not for everyone. In this episode, Jeremy Houser is joined by financial advisor and founder of Cornerstone Wealth Management, Erich …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …