Tag: Business Growth

The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37)

The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37)

Year by year, the InsurMark team strives to make sure advisors have all kinds of systems and processes in place to grow their businesses while retaining clients and generating new prospects. 

From proven sales and marketing systems to helping you get there, advisors you are about to discover the financial wellness resource you need for you and your clients.

In this episode, Jeremy Houser is joined by Erik Sussman, the CEO, and founder of the Institute of Financial Wellness (IFW), to unveil the firm’s approach to developing clear, unbiased, engaging, fact-based financial education, resources, and services for advisors and consumers.

Erik discusses: 

  • What you should know about the IFW Retirement Roadmap Experience
  • The firm’s bucket approach to retirement planning and how it blends in with volatile markets
  • The value of taking a step back every once in a while to work on your business instead of in your business
  • Ways the IFW can help you leverage your time effectively when it comes to marketing
  • The power of a concierge service added to your team
  • And more!

Connect with Erik Sussman:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Erik C. Sussman, CLU®, ChFC®, CFP®, and CEO of The Institute of Financial Wellness founded the company to provide financial education, resources, and services that help people live their best lives.

For Financial Professionals:

The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. 

For Consumers:

The Institute of Financial Wellness is the most comprehensive multi-media network for financial education, resources, and services.

Reflecting on 2022 & Building on 2023 with Steve Kerns, Founder and President of InsurMark (Ep. 33)

Reflecting on 2022 & Building on 2023 with Steve Kerns, Founder and President of InsurMark (Ep. 33)

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. 

Steve discusses: 

  • 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
  • And more!

Connect with Steve Kerns:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

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.

2023 New Year’s Resolutions with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux (Ep. 30)

2023 New Year’s Resolutions with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux (Ep. 30)

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
  • And more!

Resources:

Connect with Felicia Turner Annuity Case Manager:

Jeremy and Felicia have worked together for 10+ years. Felicia is one of the top advisor services admins at InsurMark. She was announced as the 2021 employee of the year.

Connect with Dave Ray — Life Advisor Development Consultant:

Connect with Maria Thibodeaux Life Insurance Case Manager:

Connect with Binh Nguyen — Life Case Design Specialist:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

Celebrating Big Business Wins with Tim Whisler, CRPC®, CLTC® (Ep. 27)

Celebrating Big Business Wins with Tim Whisler, CRPC®, CLTC® (Ep. 27)

As the third quarter numbers are being finalized, we are excited to announce that Jeremy’s team has already surpassed 2021’s numbers, even with one final quarter left. 

In this episode, Jeremy Houser speaks with Tim Whisler CRPC®, CLTC® President and Founder of The Whisler Agency. After their annual advisor family reunion trip to Cabo, the advisors at InsurMark left feeling well-equipped and confident in the work that they are doing through engaging with other professionals in the industry. So, get ready to listen to Tim unveil some common business wins he has to share with Jeremy. 

Tim discusses: 

  • Key business nuggets he has gained from talking with other advisors during his  time in Cabo
  • Ways Tim has been able to double his business in a one-year timeframe 
  • Advice for advisors looking to connect with prospects online to see results
  • Reasons consistency is key
  • The power of ‘writing things down’
  • Podcasts and how they work as a tool to expand your network and build credibility 
  • Why he chose to work with InsurMark 
  • And more!

Resources:

Connect with Tim Whisler:

Book Time with Jeremy Houser:

Connect with Jeremy Houser:

About Our Guest:

Tim Whisler is the president and founder of The Whisler Agency, an independent and comprehensive financial services firm. His mission statement is “to provide retirees and soon-to-be retirees with a greater sense of confidence about their retirement plan.” Tim holds the Chartered Retirement Planning CounselorSM designation and the Certified in Long-Term Care designation. These advanced studies provide him the additional knowledge to help effectively evaluate your financial situation and design a retirement plan tailored for you.

Wrapping Up The Third Quarter — The Power Of The Pen (Ep. 24)

Wrapping Up The Third Quarter — The Power Of The Pen (Ep. 24)

In January, the year ahead seems so long, but suddenly, Labor Day hits, and we look back and realize we are ready to wrap up the third quarter. 

Throughout the year, there have been some big changes to our industry, allowing advisors to hone their skills to attract prospects and secure new deals. 

In this episode, Jeremy Houser explains must-know shifts in the advising industry while detailing ways you can use these to your advantage to pull in prospects and create a meaningful bond that will secure client and team loyalty.

Jeremy discusses: 

  • What types of conversations you should be having with prospects
  • The importance of adapting to different marketing tactics and strategies
  • The value in going against the grain, separating yourself from the competition
  • Ways to present yourself and your team as industry experts 
  • And more!

Resources:

Book time with Jeremy Houser: 

Connect with Jeremy Houser: