In the last couple of years, there has been a shift in businesses, creating an abundance of advisors working virtually.
But it is not as easy as it may seem. To successfully manage a virtual business, you must stand out from the crowd.
In this episode, Jeremy Houser speaks with Al Caicedo, president, and owner of CKS Summit Group. Al shares different strategies advisors can incorporate when switching to an online platform and the personalization they need to create a loyal customer base.
The importance of incorporating webinars and video messaging within your practice
The truth about trust, ego, and commitment when it comes to building and maintaining a business in this virtual environment
How to keep your clients informed without throwing them an abundance of oversaturated information
Ways to personalize your relationship with your clients
Al Caicedo is the president and owner of CKS Summit Group. Al’s focus is to help his clients enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand for themselves the financial path they should follow. He has spent twenty years helping clients protect and preserve their assets. His safe money strategies helped clients save millions of dollars during the latest market collapse.
While gaining outreach in such a saturated market can be extremely challenging, this year has been very prosperous for advisors.
This week, Jeremy Houser details ways to continue that growth for the remainder of this year and the years to come.
Jeremy highlights the role of innovation, creativity, and even time off when it comes to business growth and the ever-changing and uncertain marketplace. Through the use of technology, Jeremy outlines ways you can keep your clients up to date on market trends while allowing your business to elevate its marketing efforts.
The importance of vacation time and the value of setting realistic expectations with clients
Reasons advisors shouldn’t be afraid of changes and challenges
Success does not happen overnight, but having the systems, processes, confidence and drive can get you to your goal more quickly.
In this episode, Jeremy Houser discusses the true meaning of “Systems Work, People Fail” to highlight the true importance of using systems and processes to assist your driven mentality as an advisor. Learn about The Advisor Mentorship Program’s massive impact on advisors across the country and how you can take action in this acceleration.
What “Systems Work, People Fail” truly means
The three key components of an advisor that excel at InsurMark
How Jeremy’s Advisor Mentorship Program leads advisors to efficiency and efficacy
Important steps of analysis to ensure systems and processes are being optimized
There is a big difference between treating your financial process as a sales pitch and treating the process as a financial tool with asset classes.
Making that change and approaching your practice with ethical and moral insurance practices will shine through your work and allow you to build client trust.
In this episode, Jeremy Houser is joined by Michael Ginsberg, CFP®, to discuss Michael’s impressive career journey starting as an attorney to becoming an established CERTIFIED FINANCIAL PLANNER™ professional. Michael discusses how InsurMark has changed his approach to operations and how the team has allowed him to focus more on what he loves—supporting his clients.
Jeremy and Michael discuss:
Making the shift to become an independent business and what insurance products he uses to combat volatility
The importance of protecting his clients and with ethical and moral insurance practices
How InsurMark has changed his business model and asset allocation
What to focus on as an advisor in the digital age to support your clients
As a Certified Financial Planner™ professional and a former Real Estate and Estate Planning Attorney, with over 25 years of personal business and investment experience, Michael has the book knowledge and the real-life experiences to benefit his clients.
With a specialization in Retirement Income Planning and Michael’s proven 5-Step Process, he creates personalized plans which give his clients the best opportunity to achieve their envisioned retirements.
Michael’s success is based on his long history of client service, a sound investment strategy that focuses on managing portfolio volatility, and innovative products and services.