Tag: Coaching
Ascent to Greatness (Ep. 49)

Ascent to Greatness (Ep. 49)

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In our industry, to excel beyond your competitor, advisors desperately need to transform their practices into businesses and leverage technology and resources to maximize efficiency. 

In this episode, Jeremy Houser, Vice President at InsurMark discusses the growth potential of the fixed index annuity industry, and the importance of mindset and confidence in achieving success. He shares personal experiences and emphasizes the need to find your unique superpower and have the right team in place.

Jeremy discusses: 

  • The growth potential of the fixed index annuity industry
  • The importance of mindset and confidence in achieving success
  • The importance of having a vision and creating your own standards 
  • Leveraging technology and resources to maximize efficiency
  • The concept of focusing on the 20% of efforts that generate revenue and delegating the remaining 80%
  • And more

 

Resources: 

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Unleashing the Power of InsurMark: Processes Helping Advisors Win Business! (Ep. 48)

Unleashing the Power of InsurMark: Processes Helping Advisors Win Business! (Ep. 48)

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With the expansion of InsurMark within the Simplicity family and the transition of leadership from Steve Kerns to Jeff Maxey, there have been a number of changes happening to our team that have expanded our insights and learning practices.  

In this episode, Jeremy Houser details the progression of InsurMark up to date including key financial advice from Shaquille O’Neil that everyone should keep in mind. 

Jeremy discusses: 

  • The transition of leadership at InsurMark
  • The InsurMark team’s strategies for attracting new clients for advisors
  • Leveraging resources provided by InsurMark
  • Building credibility and trust with clients through articles and third-party resources
  • And more

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The New Administration Has Arrived with Jeff Maxey (Ep. 46)

The New Administration Has Arrived with Jeff Maxey (Ep. 46)

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Good leaders are made, not born. 

In this episode, Jeremy Houser is joined by the new President of InsurMark, Jeff Maxey, to discuss his leadership philosophy, emphasizing the importance of teamwork, removing obstacles, and respecting everyone’s role within the organization.

Jeff discusses: 

  • His commitment to the success of his team members and how he plans to elevate the grounds at InsurMark 
  • The growth he has experienced working with top advisors across the country
  • The company culture at InsurMark and how it has evolved over time
  • How serving and helping others will also help yourself
  • And more

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About Our Guest:

Jeff Maxey is truly “on a mission” to work with advisors across the country and assist them in taking their businesses to exciting new levels. In 2023, Jeff was named President of InsurMark after serving as the company’s Executive Vice President and General Manager for six years.

A native of Texas, Jeff attended Texas A&M. Jeff and his wife Natalie have one daughter, Camden, and a son, Grayson. In his spare time, Jeff enjoys golf, traveling, and spending time with family and friends.

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There Is No “I” In Team with Felicia Turner (Ep. 44)

There Is No “I” In Team with Felicia Turner (Ep. 44)

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Have you done your homework? Are your papers in order?

In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by InsurMark’s very own case manager, Felicia Turner. Together they discuss the evolution of the company over the past decade while Felicia emphasizes the importance of completing product training, maintaining a balanced team, and being licensed before writing new business. 

She also discusses the process of getting funds in and dealing with carriers, staying on top of onboarding paperwork, and highlighting the need for agents to validate the client’s financials and ensure suitability. 

Felicia discusses: 

  • The indispensable role of an assistant in the insurance business
  • Knowing your clients and knowing their products 
  • The importance of communication and collaboration between assistants and agents
  • The positive relationships she has been able to create through her advisor network
  • Her experience at InsurMark over the past 10 years
  • And more

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Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)

Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)

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Are you looking to differentiate yourself from your competitors and create a brand that can endure the ever-changing advisor space? 

In this episode, Jeremy Houser is joined by Greg DuPont, an estate planning attorney and founder of DuPont Wealth Solutions. Greg emphasizes the use of themes and systems, the importance of a reliable team, and utilizing the coaching he has received from the Advisor Mentorship Program to pave the way for his success. 

Greg discusses: 

  • The challenges he faces in managing expenses and revenue
  • His mission to positively impact one million lives by 2030
  • How focusing on a team environment improves company performance 
  • Strategies he has learned through coaches in the industry
  • And more

Connect With Greg DuPont:

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About Our Guest:

Greg DuPont is a financial advocate all about using proven strategies to eliminate debt, reduce lifetime tax costs, and generate more disposable income. He helps attorneys, professionals, and small business owners ensure that their money supports their life and the way they want to live it. 

Debt and taxes provide the greatest challenges to building, preserving, and transferring wealth. Greg focuses on true tax planning: not only looking for solutions to current income taxes but also your lifetime tax cost. 

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Taking The Trip: Here’s What To Look Forward To at InsurMark (Ep. 41)

Taking The Trip: Here’s What To Look Forward To at InsurMark (Ep. 41)

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As the summer is right around the corner and the shorts come out to play, it is the perfect time to prep the grill and get ready for everything summer.  

In this episode, Jeremy Houser unveils his plans for the summer. Other than spending quality time with family and flipping those burger buns, Jeremy reveals what’s to come for InsurMark during this sunny season. 

From education and coaching to InsurMark’s 40th-anniversary celebration and even client appreciation events, listen in and discover ways the firm continues to implement new and improved mentoring, coaching, and marketing strategies for advisors.

Jeremy discusses: 

  • What you should know about the firm’s live event in Houston designed to promote marketing, find new prospects, and enhance your overall business practices 
  • InsurMark’s inaugural ‘Taking The Trip’ event
  • Strategies to elevate your client interactions with a more personalized (and human) touch
  • Authentic partnership: How to be more relatable with your clients and prospects 
  • Some of the best practices InsurMark advisors are implementing within their businesses
  • And more!

Resources:

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The Power of Forecasting & How To Stand Out (Ep. 38)

The Power of Forecasting & How To Stand Out (Ep. 38)

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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.

Jeremy discusses: 

  • 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 
  • And more!

Resources: 

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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