Tag: Motivational
2023 to 2024: Reflecting and Projecting (Ep. 53)

2023 to 2024: Reflecting and Projecting (Ep. 53)

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There are new ways to help yourself stand out in the growing landscape of financial advisors.

Uncover the secrets with Jeremy Houser, Vice President of InsurMark, in a captivating episode of the Advisor Mentorship Podcast. He explores the essential strategies for advisors to stand out in an increasingly competitive market. Jeremy emphasizes enhancing performance, fostering sustainable business models, and achieving a satisfying work-life balance.

Key Highlights:

  • Challenges and Growth in 2023: Jeremy discusses InsurMark’s significant growth alongside his personal challenges, such as balancing a growing family with increased work commitments
  • Focusing on Control and Importance: He shares valuable lessons from 2023, focusing on the importance of directing efforts towards controllable aspects for both personal and professional advancement
  • Goals for 2024: With an aim for enhanced consistency and efficiency, Jeremy plans to improve services for advisors while ensuring quality family time
  • Leveraging Digital Media: The importance of digital platforms, like YouTube and social media, in standing out in the insurance industry
  • Podcast Evolution: Reflecting on the podcast’s growth, Jeremy discusses its role in demonstrating effective digital media marketing strategies
  • Gratitude and Community Building: Jeremy expresses gratitude towards his team and advisors at InsurMark, celebrating their collective achievements and the community they’ve built
  • And much more!

 

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Advisor Mentorship Program: The Evolution of AMP (Ep. 52)

Advisor Mentorship Program: The Evolution of AMP (Ep. 52)

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How are AMP advisors thriving in today’s market? 

Join us on an impactful journey with Jeremy Houser, Vice President of InsurMark, as he shares some secrets of Advisor Mentorship Program (AMP). Launched in 2018, AMP has united financial advisors across the U.S. into a thriving community. This episode dives into how AMP reshapes advisors from traditional product sellers to forward-thinking entrepreneurs.

Key Points to Spark Your Curiosity:

  • Learn how AMP advisors are integrating financial technology to enhance their strategies
  • Discover the importance of personal relationships and family support in professional success within AMP
  • Understand the significant influence of your closest connections on both personal and professional growth
  • Find out how AMP advisors set meaningful goals that transcend mere numbers
  • Explore the strategic decisions top advisors are making for future success
  • Get inspired by a potent planning strategy that focuses on what’s truly important
  • Learn about the advantages of early business planning and its impact
  • And much more!

 

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How To 10X Your Success (Ep. 51)

How To 10X Your Success (Ep. 51)

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Is 10X actually easier than 2X? 

Join the conversation with Jeremy Houser as he digs into this intriguing concept in this episode of the Advisor Mentorship Podcast. This episode goes beyond typical financial advisory talks, diving into groundbreaking strategies that are reshaping how advisors achieve success and maintain balance in today’s ever-changing world.

In this insightful episode, Jeremy dives into topics including:

  • Strategies for expanding your business in a rapidly growing industry
  • The art of delegation and its impact on team growth and profits
  • The transformative role of social media and AI in financial advising
  • Insights into a unique advisor community and its networking secrets
  • How the ‘Amazon effect’ is altering customer expectations in finance
  • Effective preparation for the significant wealth transfer happening in the next 22 years
  • And much more!

Don’t miss out on this episode, which offers more than advice – it’s a roadmap to transforming your advisory practice.

 

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Dimensional on Fixed Income, Volatility, and Long-Term Investing with Rob Harvey, CFA (Ep. 50)

Dimensional on Fixed Income, Volatility, and Long-Term Investing with Rob Harvey, CFA (Ep. 50)

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The Advisor Mentorship Podcast has reached a new milestone! 50 Episodes!

Milestone episodes deserve milestone guests, which is why this week, Jeremy Houser welcomes Rob Harvey, CFA, Co-Head of Product Specialists and Vice President at Dimensional Fund Advisors.

In this special episode, Jeremy and Rob sit together to chat about the work being done at Dimensional for their clients, as well as the importance of long-term thinking and consistency in investment strategies. Additionally, Rob explains Dimensional’s positioning in the fixed income space, the potential for higher yields in markets outside the US, and the importance of data driven decision making. 

Rob discusses: 

  • His background and role at Dimensional
  • The significance of advisors and asset managers aligning their long-term investment strategies
  • The importance of positioning in the fixed income space based on yield curve movements and the need for active management
  • Global fixed income opportunities
  • How Dimensional’s approach to index construction relies on the insights of leading academics
  • The importance of having a complete understanding of volatility and how it can help capture more returns in asset classes
  • The movie “Tune Out the Noise” and its focus on the foundation and origins of Dimensional
  • And more!

 

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About Our Guest:

Rob Harvey, Co-Head of Product Specialists and Vice President, serves as a subject matter expert for Dimensional’s equity portfolios and performance. He joined Dimensional in 2016 as an Associate Portfolio Manager and has managed international, emerging markets, and domestic equity portfolios. Rob also worked in the firm’s London office, managing international and global equity strategies within the Portfolio Management team.

Prior to joining Dimensional, Rob worked in the treasury department of Cisco Systems, trading foreign exchange, managing fixed income portfolios, and conducting the company’s share repurchase program.

Rob earned his MBA from the Haas School of Business at the University of California, Berkeley. He received a bachelor of science in finance and international business and a bachelor of arts in German from Villanova University and is a CFA® Charterholder.

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Ascent to Greatness (Ep. 49)

Ascent to Greatness (Ep. 49)

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In our industry, to excel beyond your competitor, advisors desperately need to transform their practices into businesses and leverage technology and resources to maximize efficiency. 

In this episode, Jeremy Houser, Vice President at InsurMark discusses the growth potential of the fixed index annuity industry, and the importance of mindset and confidence in achieving success. He shares personal experiences and emphasizes the need to find your unique superpower and have the right team in place.

Jeremy discusses: 

  • The growth potential of the fixed index annuity industry
  • The importance of mindset and confidence in achieving success
  • The importance of having a vision and creating your own standards 
  • Leveraging technology and resources to maximize efficiency
  • The concept of focusing on the 20% of efforts that generate revenue and delegating the remaining 80%
  • And more

 

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Unleashing the Power of InsurMark: Processes Helping Advisors Win Business! (Ep. 48)

Unleashing the Power of InsurMark: Processes Helping Advisors Win Business! (Ep. 48)

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With the expansion of InsurMark within the Simplicity family and the transition of leadership from Steve Kerns to Jeff Maxey, there have been a number of changes happening to our team that have expanded our insights and learning practices.  

In this episode, Jeremy Houser details the progression of InsurMark up to date including key financial advice from Shaquille O’Neil that everyone should keep in mind. 

Jeremy discusses: 

  • The transition of leadership at InsurMark
  • The InsurMark team’s strategies for attracting new clients for advisors
  • Leveraging resources provided by InsurMark
  • Building credibility and trust with clients through articles and third-party resources
  • And more

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Why Entrepreneurs Want Simplicity with Bruce Donaldson (Ep. 47)

Why Entrepreneurs Want Simplicity with Bruce Donaldson (Ep. 47)

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Do you ever think about the power of Simplicity in business?

In this episode, Jeremy Houser is joined by Bruce Donaldson, CEO and President of Simplicity Group. They discuss the importance of advisors, creating a positive work culture, differentiating themselves, and achieving work-life balance. Donaldson shares his personal experience with retirement planning and how it inspired him to create a company that better serves its clients. 

Bruce discusses:

  • Simplicity Group’s philosophy when it comes to wholesale initiatives and supporting independent agents and advisors 
  • The importance of simplicity in business practices and the benefits that come with it, such as efficiency and added time for client relationship building 
  • Why businesses who embrace Simplicity and their resources are thriving
  • Simplicity’s competitive advantage in consulting services and institutional support for agents and advisors
  • And more

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About Our Guest:

Mr. Donaldson serves as Simplicity’s President and Chief Executive Officer. Mr. Donaldson is responsible for defining the Group’s strategic direction and managing its various operating businesses. Prior to Simplicity, Mr. Donaldson was a managing director at an international investment bank, for which he was responsible for making and managing private company investments. Mr. Donaldson has also led the successful start-up of a national financial guaranty insurance company and a multi-billion-dollar asset management business. Prior to starting the entrepreneurial phase of his career, Mr. Donaldson held various financial, business, and legal positions in the United States and the United Kingdom. Mr. Donaldson earned a M.B.A. from London Business School, a J.D. from the John Marshall Law School and a B.A. from Hobart College. Mr. Donaldson serves as a Director for Simplicity Group Holdings.

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The New Administration Has Arrived with Jeff Maxey (Ep. 46)

The New Administration Has Arrived with Jeff Maxey (Ep. 46)

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Good leaders are made, not born. 

In this episode, Jeremy Houser is joined by the new President of InsurMark, Jeff Maxey, to discuss his leadership philosophy, emphasizing the importance of teamwork, removing obstacles, and respecting everyone’s role within the organization.

Jeff discusses: 

  • His commitment to the success of his team members and how he plans to elevate the grounds at InsurMark 
  • The growth he has experienced working with top advisors across the country
  • The company culture at InsurMark and how it has evolved over time
  • How serving and helping others will also help yourself
  • And more

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About Our Guest:

Jeff Maxey is truly “on a mission” to work with advisors across the country and assist them in taking their businesses to exciting new levels. In 2023, Jeff was named President of InsurMark after serving as the company’s Executive Vice President and General Manager for six years.

A native of Texas, Jeff attended Texas A&M. Jeff and his wife Natalie have one daughter, Camden, and a son, Grayson. In his spare time, Jeff enjoys golf, traveling, and spending time with family and friends.

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A New Chapter: Discussing a Legacy with Steve Kerns (Ep. 45)

A New Chapter: Discussing a Legacy with Steve Kerns (Ep. 45)

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It’s the passing of the torch at InsurMark! 

In this episode, Jeremy Houser is joined by Steve Kerns, the CEO and Founder of InsurMark. Steve announces his new role as the Executive Vice President of Business Relationships at Simplicity Group. As Steve assures that InsurMark will continue to provide excellent service and support to agents and advisors, we walk down memory lane, highlighting our top accomplishments as a team and showing our gratitude for the amazing leader Steve has been over the last 40 years, and will continue to be. 

Steve discusses: 

  • The number of advisor relationships he has built through working with InsurMark 
  • Importance of advisors differentiating themselves and achieving work-life balance
  • Steve’s new role advocating for change, new product opportunities, and technological advancements
  • Overcoming challenges as they come, accepting change, and embracing the new
  • And more

 

Connect With Steve:

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About Our Guest:

At the young age of 29, Steve Kerns was one of the two founding members of InsurMark in 1983. Over 40 years, he has taken InsurMark to new heights in becoming an industry leader in delivering first-class financial advisory mentorship services. Steve has recently taken on the new role of Executive Vice President of Business Relationships at Simplicity Group. As he starts a new journey in his life, he leaves behind a glowing 40-year legacy at InsurMark, with the glowing confidence that the company will continue to grow, and that the best is still to be seen.

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There Is No “I” In Team with Felicia Turner (Ep. 44)

There Is No “I” In Team with Felicia Turner (Ep. 44)

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Have you done your homework? Are your papers in order?

In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by InsurMark’s very own case manager, Felicia Turner. Together they discuss the evolution of the company over the past decade while Felicia emphasizes the importance of completing product training, maintaining a balanced team, and being licensed before writing new business. 

She also discusses the process of getting funds in and dealing with carriers, staying on top of onboarding paperwork, and highlighting the need for agents to validate the client’s financials and ensure suitability. 

Felicia discusses: 

  • The indispensable role of an assistant in the insurance business
  • Knowing your clients and knowing their products 
  • The importance of communication and collaboration between assistants and agents
  • The positive relationships she has been able to create through her advisor network
  • Her experience at InsurMark over the past 10 years
  • And more

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