As Thanksgiving slipped through our fingers, December brings in new opportunities to be thankful and discover new relationships with prospects while rekindling old ones.
In this episode, Jeremy Houser unveils some December themes as well as business planning considerations for advisors. With 2023 being a year of big changes, listen in and discover how the advisors at InsurMark are focusing on refining their processes and making those important improvements to step into the new year on the right foot.
Valuable processes to take forward into 2023
The importance of a pen and paper
Some 2022 wins for InsurMark’s advisors
Why December is a great time to reel in new prospects
Trust and credibility: What you should know about storytelling
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.
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