Nashville – Advisor Mentorship Podcast

Elevating Advisor Productivity: Lessons from The 2024 Founder’s Club Experience (Ep. 59)

By the-advisor-mentorship-podcast | March 19, 2024

Don’t just imagine your success, strategize for it and make that dream a reality.

In the latest installment of the Advisor Mentorship Podcast, Jeremy Houser reflects on the incredible growth and success his team has experienced this year so far. From reducing the number of advisors in monthly strategy calls to fostering a hyper-focused and value-driven community, Jeremy shares insights into the dedication and progress of these advisors. Jeremy also goes on to share highlights from the most recent Founders’ Club experience in Nashville, which featured impactful speakers like Dr. Kevin Elko, Brittany Hodak, Carl Richards and more.

Jeremy discusses:

The continuing growth and success among top advisors on his team
Highlights from the recent Founders’ Club experience in Nashville
Impactful takeaways and quotes from guest speakers
Strategies for attracting Gen X clients
And more

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Ways to Influence in 2024 (Ep. 55)

By the-advisor-mentorship-podcast | January 23, 2024

Looking to stay ahead and on top of 2024’s financial advising game?

Dive into the future of financial advising with the latest episode of InsurMark’s “Advisor Mentorship Podcast,” featuring Vice President Jeremy Houser. Kicking off with a celebration of their record-breaking achievements in December, Jeremy sets the stage for an engaging exploration of the strategies vital for financial advisors in 2024.

Key Discussion Points:

Customer Preferences Shift: Understanding the trend towards secure financial products like annuities and life insurance
Execution in 2024: The vital role of implementing well-crafted plans in a favorable business climate
Authenticity in Advising: Insights on the power of authenticity in influencing client relationships
Practicing What They Preach: The importance of using the products they recommend for trust and credibility
2023 Lessons for 2024 Strategies: Engaging clients through genuine communication and adapting to market changes
And much more!