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
Advisors, it’s no secret that the annuity industry has substantially grown this year.
So what better month to discuss annuities than June, which is Annuity Awareness Month?
In this episode, Jeremy Houser is joined by Ron Shurts, entrepreneur and co-founder of Annexus. Ron talks about his path into the financial industry while detailing how Annexus has expanded within the annuities and insurance field. This expansion has allowed the firm to be named the “Annuity Innovator of the Year” for three years in a row.
His beginnings in the financial services arena and the challenges he faced during the process
How Annexus provides annuities and insurance solutions to advisors and their clients
The secret sauce that makes the company set the standard for the industry
Changes and projections for the Fixed Index Annuity (FIA) space
Ron Shurts is an entrepreneur and the co-Founder of Annexus, a Scottsdale, Arizona-based company dedicated to designing and marketing innovative products that help people grow and protect their retirement savings. With his partner Don Dady, they’ve built a reputation for developing new business strategies and forging partnerships with industry thought leaders, leading insurance carriers Nationwide, Athene, and Securian, as well as some of the world’s largest investment banks, including J.P. Morgan, UBS, Zebra Capital Management, Barclays, Merrill Lynch, etc.
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