Tag: Advisor Training
From Power Outages to Parenthood: Thriving Through Life’s Curveballs (Ep. 68)

From Power Outages to Parenthood: Thriving Through Life’s Curveballs (Ep. 68)

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How can advisors strike a balance between their career goals and personal responsibilities, especially in challenging times?

Join host Jeremy Houser as he shares his personal experiences and insights on managing both professional and family life. In this episode, Jeremy, Vice President at InsurMark, opens up about his recent challenges and how he stayed productive through recent disruptions. From power outages and a new baby to hiring household help and adjusting to a family of five, Jeremy discusses the strategies he used to maintain balance in both areas.

Jeremy discusses:

  • Overcoming challenges to maintain work efficiency during power outages
  • The impact of his wife’s pregnancy and the arrival of their third child on his professional life
  • The importance of hiring help and staying focused on controllable aspects
  • Reflections on fatherhood, societal expectations, and the benefits of a larger family
  • How the COVID-19 pandemic reshaped his priorities towards family and work-life 
  • The importance of partnerships in business and personal life, and choosing the right partners
  • Team Houser , upcoming sales training, and video content initiatives
  • The value of creating family traditions and collective experiences
  • And much more!

 

Resources: 

Connect with Jeremy Houser:

 

3763873 – 0824B

FOR FINANCIAL PROFESSIONAL USE ONLY.

NOT FOR PUBLIC DISTRIBUTION.

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Lessons Learned from a Top Advisors Team (Ep. 65)

Lessons Learned from a Top Advisors Team (Ep. 65)

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Looking for ways to elevate your financial advisory practice? Staying in the loop with current industry standards and keeping an eye open for advancements in marketing technologies are key in helping yourself stand out from the crowd.

In this episode, Jeremy Houser delves into some of his recent activities while also highlighting the importance of effective communication, systematic processes, and utilizing state-of-the-art financial technology in order to keep your financial advisory practice up to date with current marketing trends.

With invaluable lessons from his travels and discussions about previous engaging podcast episodes featuring industry titans, Jeremy emphasizes the benefits of having a personal assistant and participating in live training events. 

Episode highlights:

  • Effective communication practices and how they are crucial for building connections and sharing information with your team
  • What systems and processes you should have in place to improve your efficiency and productivity
  • How to leverage financial technology and how it can provide a competitive advantage in your advisory
  • Utilizing up and coming marketing strategies to keep your business in the spotlight
  • The advantage of attending an upcoming live training and how it can enhance advisor skills and curate better client relationships

 

Resources: 

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.  3657594-0624B

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