2022 – Advisor Mentorship Podcast

Reflecting on 2022 & Building on 2023 with Steve Kerns, Founder and President of InsurMark (Ep. 33)

By The Advisor Mentorship Podcast | February 9, 2023

After witnessing a record-breaking year in 2022, the future of InsurMark looks brighter and more inspiring than ever.

This week, Jeremy Houser and Steve Kerns, the Founder, and President of InsurMark, sit down to talk about all things InsurMark. From starting in this industry to what’s to come in the future ahead, Steve unpacks 2022 as the firm’s 39th year in business, as well as what to look forward to during their 40th anniversary in 2023.

Steve discusses:

His and his wife Becky’s motivation to start InsurMark right out of college
His definition of purpose
Ways the firm gives back to their loyal advisors
His approach to leveraging and adapting to a more digital and online space
And more!

Connect with Steve Kerns:

LinkedIn: Steve Kerns

Book Time with Jeremy Houser:

Schedule a Call

Connect with Jeremy Houser:

About Our Guest:

Steve Kerns is the Founder and President of InsurMark. Steve is a visionary and coach with a keen ability to spot industry and demographic trends. This is why he functions as our chief strategic officer, in addition to his responsibilities as President. He positions InsurMark to proactively capitalize on opportunities–not just stay in the game, but stay on top of it.

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2023 New Year’s Resolutions with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux (Ep. 30)

By The Advisor Mentorship Podcast | December 14, 2022

As this year comes to a close, Jeremy Houser is checking in with his team at InsurMark to celebrate their wins and hear from them.

An important part of Jeremy’s team process (that gets them closer as a company) is to review and share the goals and resolutions they have set for themselves going into the new year.

And that’s exactly what this week’s episode is all about. Jeremy chats with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux as they reveal how they want to elevate their business in the new year, as well as the processes that have led the team to succeed in 2022.

The team discusses:

Some personal resolutions for 2023 and how they want to go about achieving them
Big 2022 wins and their approach to keeping the momentum going into the new year
Some important processes that have elevated their business this year
Future company projections moving into the new year
And more!

Resources:

Meet Jeremy’s team

Connect with Felicia Turner — Annuity Case Manager:

Jeremy and Felicia have worked together for 10+ years. Felicia is one of the top advisor services admins at InsurMark. She was announced as the 2021 employee of the year.

fturner@insurmark.net
713-808-8523

Connect with Dave Ray — Life Advisor Development Consultant:

Connect with Maria Thibodeaux — Life Insurance Case Manager:

Connect with Binh Nguyen — Life Case Design Specialist:

Book Time with Jeremy Houser:

Schedule a Call

Connect with Jeremy Houser:

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Man in the Mirror: Reviewing 2022 (Ep. 28)

By The Advisor Mentorship Podcast | November 16, 2022

As this year starts to wrap up, it is time for Jeremy Houser and the team at InsurMark to review 2022 and celebrate the growth they have seen within the business (and this podcast, too).

In this episode, Jeremy details some big wins he has seen this year and the factors that have contributed to his and his advisors’ success. He explains what separates a good from a great advisor while offering tips for the upcoming year so that you can excel in your business, too.

Jeremy discusses:

Some growth opportunities for the upcoming year
Key commonalities between successful advisors
Some important milestones for his advisors
Systems to leverage technology as an advisor
Ways the team at InsurMark can help advisors with their business planning
And more!