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.
Jeremy discusses:
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.
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.
Have you been able to persevere and come out on top of your goals as a financial advisor?
In this episode, Jeremy Houser sits down to discuss the successful year he and his team have had, how they were able surpass their goals, and discuss critical plans for the future that hopefully drive success for his team and audience.
Jeremy discusses:
How Jeremy’s advisors were able to exceed their goals in climate of 2021
How appropriate use of technology has given advisors the upperhand to support their clients
The positive impact the Advisor Mentorship Podcast has had on Jeremy and his team
Do you find walking into the gym to be intimidating for you?
We get it. Virtual fitness training offered by Life Time® might just be for you.
In this episode, Jeremy Houser talks with Bryce Morris, a group fitness training coordinator at Life Time Inc. Bryce shares tips for staying physically fit, how systems and processes have helped him during his career and how he is helping clientele get in shape.
Bryce discusses:
The success he has found over the years while working at Life Time Inc.
What the alpha program is––and the benefits of being in the program
How he helps people across the country with his virtual platform
Ways for people to start living a healthier lifestyle going into 2022
Advice on the types of food to include and remove from your diet
Bryce Morris is a group training coordinator, National Lifetime Alpha Programming Committee and Lifetime Inclusion Council Core Member. He has been training for 15+ years, with a Bachelor’s degree in kinesiology and a Master’s in Exercise Science. Bryce is a NASM-Certified Personal Trainer, USAW -Olympic Weightlifting Certified and iSSA Nutrition Coach Certified. He is top 5 in the company in Virtual Training, and is an Artistry award winner best small group training performer in Lifetime.
In the last year, many advisors have tried to adapt to the virtual world to conduct their business.
But it is not as easy as it may seem. You have to build out a parallel world and understand the nuances of what’s going on.
In this episode, Jeremy Houser speaks with Al Caicedo, president and owner of CKS Summit Group. Al shares how the dynamics of marketing has changed for advisors, how he helps coach advisors across the country, and what challenges advisors are facing in the market.
Al discusses:
The biggest mistakes for advisors taking their presentations from in-person to virtual
The point where he almost gave up on teaching hundreds of advisors
The trends in the virtual world––and how this data helps advisors
The biggest challenge advisors face when having virtual appointments with prospects
What helps advisors to engage emotionally with prospects
Al Caicedo is President and Owner of CKS Summit Group, founded in 1998. Al’s focus and objective is to help ensure his clients are able to 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.
It is important to constantly be striving to improve your business processes to serve your customers with a service-oriented mindset.
In this episode, Jeremy Houser speaks with Roger Smith, president at Roger Smith Agency to share the processes that he is utilizing for business success in the area of Waynesboro, Tennessee. Roger discusses the challenges that his business has faced over the past year, and how his processes have helped him to continue to succeed.
Roger discusses:
How his business stands out from traditional P&C shops
Three challenges his business has faced this year
His biggest investment in his business over the last five years
Strategies his business uses to get in front of new prospects
Roger has been helping families protect and enjoy their retirement for over 30 years. Roger has over 5000 satisfied clients. Roger is blessed to have two daughters Chesney & Kennedy, along with a granddaughter Camila.
He has served over the last 21 years as a Rotarian including 2 terms as President. Chamber of Commerce President and Board of Directors. Board member on William Thomas Helton foundation which helps people with disabilities. Sunday School Teacher at Waynesboro First Baptist Church. Benefactor for Abigail’s Plan, an organization dedicated to providing baseball field and facilities to handicapped children and Sheltering Tree Ranch, a small private Christian school for Autistic children.
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.
Jeremy discusses:
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
If you’re open to new ideas and looking to move your business forward, that’s the first step in making positive change happen in your business.
In this episode, Jeremy Houser speaks with Tim Whisler CRPC®, CLTC® president and founder of The Whisler Agency. Tim shares his direct experiences in the Advisor Mentorship Program and how he has been able to utilize the system to grow his business.
Tim discusses:
Why the past year was a record year for his business
Resources that are helping him double his business in 2021
Two challenges he struggles with as he’s growing his business
What drives him to help people retire safely and give them protection
Tim Whisler: Tim 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.
