Advisor – Page 9 – Advisor Mentorship Podcast

8. Learn from the Present and Set Goals for 2022

By The Advisor Mentorship Podcast | December 22, 2021

Just like that, another year has passed.

Have you been able to persevere and come out on top of your goals as a financial advisor?

In this episode, Jeremy Houser sits down to discuss the successful year he and his team have had, how they were able surpass their goals, and discuss critical plans for the future that hopefully drive success for his team and audience.

Jeremy discusses:

How Jeremy’s advisors were able to exceed their goals in climate of 2021
How appropriate use of technology has given advisors the upperhand to support their clients
The positive impact the Advisor Mentorship Podcast has had on Jeremy and his team
What to expect from the podcast in the new year
And more

Connect With Jeremy Houser:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

2. Gravitate Towards Business Growth with Proven Processes and Systems

By The Advisor Mentorship Podcast | September 15, 2021

Jeremy Houser is a seasoned veteran of the financial services industry who has worked with some of the top advisors over the past decade.

In that time he has learned that processes and systems are key to establishing success in growing your business.

In this episode, Jeremy Houser shares some of the processes his advisors have learned and implemented at InsurMark. He also discusses how he began educating advisors to implement systems and processes into their practices in order to grow and succeed with the Advisor Mentorship Program (AMP).

Jeremy discusses:

Why advisors choose to work with him and InsurMark
Why he started the Advisor Mentorship Program (AMP) and how it serves advisors
The importance of adapting to changes in the industry to stay relevant as advisors
What the AMP value engineering process is and how it helps advisors succeed
And more

Connect With Jeremy Houser:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More