Advisors face adversities on a daily basis, it is important to learn how to face these challenges with systems and processes to overcome them.
In this episode, Jeremy Houser sits down to discuss the importance of adopting effective mindsets, systems, and processes that will accelerate your business model and let you better help your clients.
Jeremy discusses:
The impact Austin Hatch’s message had with advisors from Episode 16
Creating a marketing strategy that supports you and your business model
Building client trust in the virtual and in-person setting
How Gen X will be reshaping the financial landscape in the years to come
When faced with adversity, It is up to you to choose a mindset that will drive you towards success. When you establish a greater purpose, your grit will shine through.
In this episode, Jeremy Houser is joined by Austin Hatch, motivational speaker, to share his remarkable story of surviving two plane crashes and learn how to apply his G.R.I.T. mentality to overcome individual and team adversities.
Austin Hatch discusses:
The power of commitment and how it changes his life
What G.R.I.T. means and how to apply the mentality
The importance of establishing a greater purpose and setting standards
How the G.R.I.T. mentality can better prepare you as a financial professional
In the first 27 years of Austin’s life, he survived two separate plane crashes, which led to the tremendous loss of his immediate family, and a severe list of injuries that nearly took his own life. Coming out of a 2-month long coma after the second plane crash, he had to relearn basic life skills such as walking and talking. The adversity he faced was extremely challenging, but Austin made the decision that he was going to find a way to overcome it and fulfill his dream of playing basketball for the University of Michigan.
Instead of choosing to dwell on my circumstances, Austin has decided to share his life experiences with others, providing a variety of organizations with a message about thriving in the midst of adversity, grit and hope. Austin is now a full-time motivational speaker, and considers himself blessed to be able to add value to a variety of organizations across the country.
Just like that, the first quarter is over. Hard work coupled with effective communication is necessary to build momentum into the rest of the year.
In this episode, Jeremy Houser discusses the many successes his team of advisors have seen in the first quarter and the several strategies the team has used to surpass their first quarter goals. Learn more about how you can separate your business from the pack through highly effective marketing and systems.
Jeremy discusses:
What is separating certain advisors from the rest of the pack
How to effectively market to your specific client base
Crafting effective messaging for social media
How to adapt your business to build an effective brand online
Anything successful requires an investment of time and energy.
To be that better leader, parent, successful entrepreneur, or whatever your internal goal is, you need to take action on creating a better mindset for your day-to-day activities.
In this episode, Jeremy Houser is joined by Ricky Kalmon, mindset expert, motivational speaker, and celebrity hypnotist to discuss changing your habits and the way you think to live a more present life in your personal and professional life. Ricky shares how he has been able to help thousands of people around the world through his mindset message and techniques.
Ricky Kalmon discusses:
What mindset means to Ricky
Revisiting your subconscious mind to better understand your skill set
How to turn off work-mode to be more present
How you can update your internal software to be a better you
Ricky Kalmon is a mindset expert, motivational speaker, and celebrity hypnotist who delivers high-energy and motivational keynote programs. His programs are inspirational and offer compelling, applicable tools anyone can use in personal and professional development. Kalmon reveals how our mindset can be the greatest tool in achieving new heights, reducing stress, and increasing productivity and potential. Ricky Kalmon’s mindset message and techniques will change the way you live, work, and think. Kalmon works with Fortune 500 companies, sales teams, leaders, executives, and sports teams, teaching them how to reinforce their thoughts and beliefs to enhance their results. By creating awareness of your thoughts, Kalmon reveals how to enhance your mindset to eliminate doubt and ignite your positive intentions. Through his programs, thousands have changed their world by changing the way they think. In addition, he has made numerous special guest appearances on ESPN, Disney, Hallmark Channel, Fox, FX, E, HLN/CNN, TV Guide and Comedy Central. Ricky Kalmon delivers top rated corporate entertainment and mindset motivational keynote programs for corporate events, meetings and special events.
Success does not happen overnight, but having the systems, processes, confidence and drive can get you to your goal more quickly.
In this episode, Jeremy Houser discusses the true meaning of “Systems Work, People Fail” to highlight the true importance of using systems and processes to assist your driven mentality as an advisor. Learn about The Advisor Mentorship Program’s massive impact on advisors across the country and how you can take action in this acceleration.
Jeremy discusses:
What “Systems Work, People Fail” truly means
The three key components of an advisor that excel at InsurMark
How Jeremy’s Advisor Mentorship Program leads advisors to efficiency and efficacy
Important steps of analysis to ensure systems and processes are being optimized
There is a big difference between treating your financial process as a sales pitch and treating the process as a financial tool with asset classes.
Making that change and approaching your practice with ethical and moral insurance practices will shine through your work and allow you to build client trust.
In this episode, Jeremy Houser is joined by Michael Ginsberg, CFP®, to discuss Michael’s impressive career journey starting as an attorney to becoming an established CERTIFIED FINANCIAL PLANNER™ professional. Michael discusses how InsurMark has changed his approach to operations and how the team has allowed him to focus more on what he loves—supporting his clients.
Jeremy and Michael discuss:
Making the shift to become an independent business and what insurance products he uses to combat volatility
The importance of protecting his clients and with ethical and moral insurance practices
How InsurMark has changed his business model and asset allocation
What to focus on as an advisor in the digital age to support your clients
As a Certified Financial Planner™ professional and a former Real Estate and Estate Planning Attorney, with over 25 years of personal business and investment experience, Michael has the book knowledge and the real-life experiences to benefit his clients.
With a specialization in Retirement Income Planning and Michael’s proven 5-Step Process, he creates personalized plans which give his clients the best opportunity to achieve their envisioned retirements.
Michael’s success is based on his long history of client service, a sound investment strategy that focuses on managing portfolio volatility, and innovative products and services.
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 that his business has faced over the past year, and how his processes have helped him to continue to succeed.
Roger discusses:
How his business stands out from traditional P&C shops
Three challenges his business has faced this year
His biggest investment in his business over the last five years
Strategies his business uses to get in front of new prospects
Roger has been helping families protect and enjoy their retirement for over 30 years. Roger has over 5000 satisfied clients. Roger is blessed to have two daughters Chesney & Kennedy, along with a granddaughter Camila.
He has served over the last 21 years as a Rotarian including 2 terms as President. Chamber of Commerce President and Board of Directors. Board member on William Thomas Helton foundation which helps people with disabilities. Sunday School Teacher at Waynesboro First Baptist Church. Benefactor for Abigail’s Plan, an organization dedicated to providing baseball field and facilities to handicapped children and Sheltering Tree Ranch, a small private Christian school for Autistic children.
