Tag: Growth Strategies
How to 10X: Transforming Advisors into CEOs (Ep. 77)

How to 10X: Transforming Advisors into CEOs (Ep. 77)

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How can advisors elevate their practice from transactional interactions to becoming true CEOs of their business? 

In this episode, Jeremy Houser shares strategies for financial advisors to transition from daily operations to strategic leadership. He highlights the importance of delegation, embracing a digital presence, and building high-performing teams to amplify business impact. 

From leveraging habits to refining processes, this episode provides actionable insights for sustainable growth.

Jeremy discusses: 

  • The shift in mindset required for advisors to think and act as CEOs, focusing on leadership and delegation
  • The integration of digital tools and branding to establish a stronger market presence and client engagement
  • The role of teams in handling client communication, administrative tasks, and follow-ups, allowing advisors to focus on high-value activities
  • Practical habits and routines for advisors to optimize productivity and maintain a growth mindset
  • The importance of tailored processes and systems to streamline business operations and drive client conversions
  • And more!

Connect with Jeremy Houser:

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Are You Ready For the Truth with Jason Jenkins (Ep. 66)

Are You Ready For the Truth with Jason Jenkins (Ep. 66)

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To grow your advisory business, you may actually need to do less, not more.

That may sound backwards, but productivity and growth is all about having the right systems and processes in place to save yourself and your team from spending time on busy work and tedious tasks.

Join Jeremy Houser, Vice President of InsurMark, as Jason Jenkins, Simplicity’s Executive Vice President of Sales shares insights from his vast experience, including giving Ted Talks, selling his practice, and coaching thousands of advisors over the past 10 years. Follow along to learn how to harness technology, build a defined process, and adopt strategies that can drive exponential growth for your advisory practice.

Jeremy and Jason discuss: 

  • How AI and modern technology can streamline your workload
  • The importance of a well-defined business process and how it contributes to your practice’s scalability and saleability
  • Key attributes that top advisors possess and how to cultivate them in your practice
  • How Simplicity’s platforms and resources can help meet your unique business needs and growth ambitions
  • The art of human connection 
  • And more

 

Resources: 

Connect With Jason Jenkins:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

About Our Guest:

Jason Jenkins serves as Simplicity’s Executive Vice President of Sales. Jason is responsible for directing and overseeing the planning, development, and implementation of the Group’s sales and marketing strategy. He is also the founder of AssetLock®, the Group’s proprietary portfolio communication system. Prior to founding AssetLock® and joining Simplicity, Jason was an independent investment advisor and maintains his life and health insurance licenses. 

 

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FOR FINANCIAL PROFESSIONAL USE ONLY.

NOT FOR PUBLIC DISTRIBUTION.

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Celebrating Big Business Wins with Tim Whisler, CRPC®, CLTC® (Ep. 27)

Celebrating Big Business Wins with Tim Whisler, CRPC®, CLTC® (Ep. 27)

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As the third quarter numbers are being finalized, we are excited to announce that Jeremy’s team has already surpassed 2021’s numbers, even with one final quarter left. 

In this episode, Jeremy Houser speaks with Tim Whisler CRPC®, CLTC® President and Founder of The Whisler Agency. After their annual advisor family reunion trip to Cabo, the advisors at InsurMark left feeling well-equipped and confident in the work that they are doing through engaging with other professionals in the industry. So, get ready to listen to Tim unveil some common business wins he has to share with Jeremy. 

Tim discusses: 

  • Key business nuggets he has gained from talking with other advisors during his  time in Cabo
  • Ways Tim has been able to double his business in a one-year timeframe 
  • Advice for advisors looking to connect with prospects online to see results
  • Reasons consistency is key
  • The power of ‘writing things down’
  • Podcasts and how they work as a tool to expand your network and build credibility 
  • Why he chose to work with InsurMark 
  • And more!

Resources:

Connect with Tim Whisler:

Book Time with Jeremy Houser:

Connect with Jeremy Houser:

About Our Guest:

Tim Whisler is the president and founder of The Whisler Agency, an independent and comprehensive financial services firm. His mission statement is “to provide retirees and soon-to-be retirees with a greater sense of confidence about their retirement plan.” Tim holds the Chartered Retirement Planning CounselorSM designation and the Certified in Long-Term Care designation. These advanced studies provide him the additional knowledge to help effectively evaluate your financial situation and design a retirement plan tailored for you.

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