The first quarter of 2023 has brought nothing but success to Jeremy Houser and his team at InsurMark.
But it doesn’t stop there.
From human connections to financial technology, marketing, and coaching, in this episode, Jeremy reviews the first quarter of 2023 while giving an overview of what’s to come for the short and long term for the team at InsurMark and their advisors.
The concept of ‘lost decade’ and the importance of protecting investment returns during challenging times
Ways advisors (like you!) can stay on top of technology while managing information overload and delegating tasks effectively
InsurMark’s approach to helping you forecast investment opportunities
The importance of building long-lasting and resourceful relationships with your clients
What you should know about being ‘coachable’ and the ways coaches, mentors, and like-minded individuals can help you leverage time and technology
The multi-generational wealth transfer that will occur in the next 20 years and the potential opportunities it carries for advisors
In an industry as saturated as the financial one, it is easy to be another sheep in the pack and blend in based on similar services and marketing strategies.
Thankfully, at InsurMark, the team works with a number of different individuals whose firms are not your typical cookie-cutter business but have unique tools and resources.
In this episode, Jeremy Houser is joined by Terry Wheeler from WE Alliance Wealth Advisors, Inc. Terry reveals what separates him and his practice from his industry competitors when it comes to wealth planning, including his more traditional approach to client and advisor-facing operations.
His experience at InsurMark’s Founder’s Club and key takeaways from similar advisors
Ways his firm approaches technological advancements and marketing solutions
The value of face-to-face meetings and in-person interactions with clients
Some saving strategies his company focuses on
Ways his firm works on identifying the right product for advisors and their clients
Terry Wheeler is the founder, managing member, and lead portfolio strategist of WE Alliance Institutional, LLC and WE Alliance Wealth Advisors, Inc. He is an accomplished Portfolio and Wealth Strategist Planner; a Wealth, Estate, and Tax Planning Attorney; a frequent lecturer, and formerly an adjunct tax professor at U.C. Davis.
Terry began his career in the banking and lending industries, but in 1991 he transitioned his focus to the investment world, beginning with Dean Witter Reynolds. His education includes a Bachelor of Science degree in Financial Planning from San Diego State University and a Juris Doctor Degree in Law from the University of the Pacific McGeorge School of Law. He is also a post-doctorate graduate through the Master’s program of the Esperti Peterson institute and a participant in MIT’s blockchain and cryptocurrency course offerings.