When it comes to financial well-being, most people immediately think about creating a financial plan, saving up for their retirement, and being able to enjoy their golden years after the hustle is over.
What they don’t realize is that without physical well-being, those golden years might be overshadowed by a number of health problems, throwing a wrench in your plans for years to come. What if you treat your health as an asset?
In this episode, Jeremy Houser is joined by Stevyn Guinnip, the founder, and CEO of Grow Wellthy™. Through speaking to many advisors who have been in the business for more than 20 years, including her father, Stevyn unveils the similarities between financial and physical wellness and her approach to helping advisors and investors grow wellthy so that they can retire wellthy.
Her connection to the financial world
What motivated her to build Grow Wellthy™
The parallels between financial and physical wellness
Tips and tricks advisors can follow to live a healthy lifestyle
Ways health is a silent partner in our retirement plan
Stevyn Guinnip, MS, CWC is an exercise physiologist, certified wellness coach, and the daughter of a successful financial advisor. She is the Founder & CEO of Grow Wellthy™, a health and wellness advisory firm with a financial perspective. She believes that a financial plan without a wellness plan is only half a plan for success. Her new book on health and wealth for financial professionals will be coming out soon. You can read more about Stevyn’s story here.
The true meaning of success is being able to share goals and achievements with someone you love.
In this episode, Jeremy Houser brings on his wife Christina Houser, to take a deep dive into their strong relationship, how they prioritize supporting each other for the success of their family and relationship and the sacrifices they have faced to maintain a strong and healthy family. Jeremy shares his true love and appreciation for Christina and everything she does for the success of their son and relationship.
Jeremy and Christina discuss:
Their beautiful love story and family beginnings
Sacrifices and strategies of support that have prospered their family
The importance of setting personal and family goals for a successful marriage
Becoming one of the respected insurance marketing advisory companies in the United States does not happen accidentally. Focusing on building relationships is key to success as an advisor and operating a successful organization.
In this episode, Jeremy Houser sits down with Steve Kerns, founder and president of InsurMark. They discuss Steve’s journey as an entrepreneur, the challenges of running a successful insurance distribution business, and how InsurMark has been able to stay profitable and continue to grow even during hard times.
Jeremy and Steve discuss:
How a sandwich business played a critical role in entrepreneurial education which lead to the success of InsurMark
How InsurMark overcomes primary challenges by being rooted client-centered values
How to stay relevant and successful in a saturated market
What to be aware of in 2022 as a financial advisor
Steve is a visionary and coach with a keen ability to spot industry and demographic trends. In 1983, he and his wife, Becky, founded InsurMark, which is known for its integrity, innovation, leadership and service. It is now a well-established and well-respected national insurance marketing organization with thousands of advisor-partners in all 50 states. He functions as our chief strategic officer, in addition to his responsibilities as President. Steve is also founding partner of LifeUSA, known today as Allianz, of The Annexus Group, Market Synergy Group, and Collabrix
To shift from taking orders to creating a solution process as a financial advisor means you need to change your approach at work.
In this episode, Jeremy Houser talks with Chad Owen, annuity sales coach and founder of Retirement Realized Agents Academy (also known as InsurMark Sales Success Academy). They discuss how his mentorship program can improve an advisor’s annual annuity average, the critical habit changes that allow you to improve, and how you can effectively leverage marketers to grow your business.
Chad Owen discusses:
Secrets that have helped him write over $220 Million of FIA business in his career
Why his mentorship program is important for financial professionals and the succession of their business and peers
How to become a $5 Million, $10 Million, $20 Million dollar FIA producer
How to improve your key metrics through effective education and industry awareness
The number one thing to do as an advisor is to provide a solution and gain confidence from your clients
What you should expect from your marketer to assist and grow your business
Chad Owen, The Annuity Sales Coach, has written over $220,000,000 in personal annuity production since 2008 as a solo annuity producer and licensed insurance agent. He takes average agents and helps them become elite producers through a solution based approach to selling. He is one of the most successful solo annuity producers in the entire industry and now is set on helping agents defy the odds and find massive success and freedom in their lives.
How do your practices compare to the most successful advisors? Do you know what top advisors are doing in order to see growth and success?
You can get your business to the next level with systems and processes that have proven they work and bring results for other advisors.
In this episode, Jeremy Houser teaches you about his value engineering process, and how he uses this to help his advisors see growth. Jeremy shares the importance of reflecting on the numbers to ensure that you are reaching your goals, and explains how to work this success into your systems and processes to continue seeing growth, year over year.
The value engineering process––and how it helps advisors
Common struggles of advisors with their businesses
The process of building trust equity with your clients
The importance of doing business planning for the upcoming year
Systems work, people fail. In today’s crowded marketplace, advisors must find a way to differentiate themselves from the competition.
Introducing the Advisor Mentorship Podcast – Processes and Systems for the 21st Century Advisor with your host, Jeremy Houser!
In this inaugural episode, get to know Jeremy Houser, as he shares his specialty in the financial space, some facts about himself and who he is outside of the office, and how he stays on track in the financial industry.
Who he serves in the industry and what his speciality is
A motto he says to keep himself on track and stay focused
What he would do if he had all the money in the world