Tag: Advisor Growth

Advisor Mentorship Program: The Evolution of AMP (Ep. 52)

Advisor Mentorship Program: The Evolution of AMP (Ep. 52)

How are AMP advisors thriving in today’s market? 

Join us on an impactful journey with Jeremy Houser, Vice President of InsurMark, as he shares some secrets of Advisor Mentorship Program (AMP). Launched in 2018, AMP has united financial advisors across the U.S. into a thriving community. This episode dives into how AMP reshapes advisors from traditional product sellers to forward-thinking entrepreneurs.

Key Points to Spark Your Curiosity:

  • Learn how AMP advisors are integrating financial technology to enhance their strategies
  • Discover the importance of personal relationships and family support in professional success within AMP
  • Understand the significant influence of your closest connections on both personal and professional growth
  • Find out how AMP advisors set meaningful goals that transcend mere numbers
  • Explore the strategic decisions top advisors are making for future success
  • Get inspired by a potent planning strategy that focuses on what’s truly important
  • Learn about the advantages of early business planning and its impact
  • And much more!

 

Resources: 

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

2023 So Far: Updates & Outlook (Ep. 35)

2023 So Far: Updates & Outlook (Ep. 35)

We have some news for you!

Jeremy Houser was named 2022 sales employee of the year! And his team played and continues to play a crucial role in his and InsurMark’s success.

In this episode, Jeremy shares some current 2023 updates while unveiling the ins and outs of the markets, what to look for, and the tips and tricks advisors need to succeed in this and the years to come. 

Jeremy discusses: 

  • How to appeal to the younger generation
  • The value of building a virtual presence and the right way of influencing others 
  • What you should know about branding and the importance of creating an impactful story to connect with clients
  • And more!

Resources:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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

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

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!

Resources:

Book Time with Jeremy Houser:

Connect with Jeremy Houser: