In an industry as saturated as the financial one, it is easy to be another sheep in the pack and blend in based on similar services and marketing strategies.
Thankfully, at InsurMark, the team works with a number of different individuals whose firms are not your typical cookie-cutter business but have unique tools and resources.
In this episode, Jeremy Houser is joined by Terry Wheeler from WE Alliance Wealth Advisors, Inc. Terry reveals what separates him and his practice from his industry competitors when it comes to wealth planning, including his more traditional approach to client and advisor-facing operations.
His experience at InsurMark’s Founder’s Club and key takeaways from similar advisors
Ways his firm approaches technological advancements and marketing solutions
The value of face-to-face meetings and in-person interactions with clients
Some saving strategies his company focuses on
Ways his firm works on identifying the right product for advisors and their clients
Terry Wheeler is the founder, managing member, and lead portfolio strategist of WE Alliance Institutional, LLC and WE Alliance Wealth Advisors, Inc. He is an accomplished Portfolio and Wealth Strategist Planner; a Wealth, Estate, and Tax Planning Attorney; a frequent lecturer, and formerly an adjunct tax professor at U.C. Davis.
Terry began his career in the banking and lending industries, but in 1991 he transitioned his focus to the investment world, beginning with Dean Witter Reynolds. His education includes a Bachelor of Science degree in Financial Planning from San Diego State University and a Juris Doctor Degree in Law from the University of the Pacific McGeorge School of Law. He is also a post-doctorate graduate through the Master’s program of the Esperti Peterson institute and a participant in MIT’s blockchain and cryptocurrency course offerings.
Effective management and having systems in place are some of the aspects that Jeremy Houser and his advisors value the most in their business setting.
However, going 100% virtual when it comes to marketing is not for everyone.
In this episode, Jeremy Houser is joined by financial advisor and founder of Cornerstone Wealth Management, Erich Castillo, to unveil this year’s wins and losses when it comes to business innovation, consistency, and client connection. Erich and Jeremy also shed light on the benefits of incorporating business-oriented online and digital tools.
The importance of keeping a consistent message across your business
Some business challenges he has faced this year
Stories and processes that are helping him this year convert prospects
How going virtual has allowed his business to scale and become more efficient
Erich Castillo is the founder of Cornerstone Wealth Management. Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky, while earning a Bachelor’s degree in Finance and Education at the University of Kentucky. Erich had the opportunity to work as an athletic trainer for the football, basketball, soccer, women’s gymnastics, and men’s tennis teams.
Erich began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards, which inspired him to found his own business. In 2004, he founded Cornerstone Wealth Management, where he has more flexibility to provide personalized and client-centric service.
In January, the year ahead seems so long, but suddenly, Labor Day hits, and we look back and realize we are ready to wrap up the third quarter.
Throughout the year, there have been some big changes to our industry, allowing advisors to hone their skills to attract prospects and secure new deals.
In this episode, Jeremy Houser explains must-know shifts in the advising industry while detailing ways you can use these to your advantage to pull in prospects and create a meaningful bond that will secure client and team loyalty.
What types of conversations you should be having with prospects
The importance of adapting to different marketing tactics and strategies
The value in going against the grain, separating yourself from the competition
Ways to present yourself and your team as industry experts
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
Just like that, the first quarter is over. Hard work coupled with effective communication is necessary to build momentum into the rest of the year.
In this episode, Jeremy Houser discusses the many successes his team of advisors have seen in the first quarter and the several strategies the team has used to surpass their first quarter goals. Learn more about how you can separate your business from the pack through highly effective marketing and systems.
What is separating certain advisors from the rest of the pack
How to effectively market to your specific client base
Crafting effective messaging for social media
How to adapt your business to build an effective brand online
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.
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.
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.
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.
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.