The first quarter of 2023 has brought nothing but success to Jeremy Houser and his team at InsurMark.
But it doesn’t stop there.
From human connections to financial technology, marketing, and coaching, in this episode, Jeremy reviews the first quarter of 2023 while giving an overview of what’s to come for the short and long term for the team at InsurMark and their advisors.
The concept of ‘lost decade’ and the importance of protecting investment returns during challenging times
Ways advisors (like you!) can stay on top of technology while managing information overload and delegating tasks effectively
InsurMark’s approach to helping you forecast investment opportunities
The importance of building long-lasting and resourceful relationships with your clients
What you should know about being ‘coachable’ and the ways coaches, mentors, and like-minded individuals can help you leverage time and technology
The multi-generational wealth transfer that will occur in the next 20 years and the potential opportunities it carries for advisors
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.
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
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.
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
As Thanksgiving slipped through our fingers, December brings in new opportunities to be thankful and discover new relationships with prospects while rekindling old ones.
In this episode, Jeremy Houser unveils some December themes as well as business planning considerations for advisors. With 2023 being a year of big changes, listen in and discover how the advisors at InsurMark are focusing on refining their processes and making those important improvements to step into the new year on the right foot.
Valuable processes to take forward into 2023
The importance of a pen and paper
Some 2022 wins for InsurMark’s advisors
Why December is a great time to reel in new prospects
Trust and credibility: What you should know about storytelling
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.
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