New Year – Advisor Mentorship Podcast

The Art of Efficiency with Chad Burns (Ep. 32)

By The Advisor Mentorship Podcast | January 17, 2023

2023 is the year of speed and efficiency.

In this episode, Jeremy Houser is joined by Chad Burns, the chief distribution officer at Aspida. Chad unveils everything you need to know about him and Aspida. He also sheds light on what Aspida does for advisors and their approach to helping you help your clients with all things annuities and retirement planning options from a technology-efficient standpoint.

Chad discusses:

What makes Aspida different from other Insurance Carriers
Some company values that have allowed Aspida to succeed
How Aspida’s tech separates them from the competition
Some key business practices that he’s taking into the new year
The firm’s approach to defining the ideal advisors they want to work with
And more!

Connect with Chad Burns:

Book Time with Jeremy Houser:

Schedule a Call

Connect with Jeremy Houser:

About Our Guest:

Aspida’s annuity business is led by Chad Burns, the Chief Distribution Officer. Chad joined Aspida from Transamerica, where he served as Regional Vice President overseeing annuity sales and corporate retirement sales in NC. Chad has also held roles at Prudential Financial, Axa Distributors, and PLANCO (The Hartford). Chad holds a B.A. in Business Management from North Carolina State University.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

2023 New Year’s Resolutions with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux (Ep. 30)

By The Advisor Mentorship Podcast | December 14, 2022

As this year comes to a close, Jeremy Houser is checking in with his team at InsurMark to celebrate their wins and hear from them.

An important part of Jeremy’s team process (that gets them closer as a company) is to review and share the goals and resolutions they have set for themselves going into the new year.

And that’s exactly what this week’s episode is all about. Jeremy chats with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux as they reveal how they want to elevate their business in the new year, as well as the processes that have led the team to succeed in 2022.

The team discusses:

Some personal resolutions for 2023 and how they want to go about achieving them
Big 2022 wins and their approach to keeping the momentum going into the new year
Some important processes that have elevated their business this year
Future company projections moving into the new year
And more!

Resources:

Meet Jeremy’s team

Connect with Felicia Turner — Annuity Case Manager:

Jeremy and Felicia have worked together for 10+ years. Felicia is one of the top advisor services admins at InsurMark. She was announced as the 2021 employee of the year.

fturner@insurmark.net
713-808-8523

Connect with Dave Ray — Life Advisor Development Consultant:

Connect with Maria Thibodeaux — Life Insurance Case Manager:

Connect with Binh Nguyen — Life Case Design Specialist:

Book Time with Jeremy Houser:

Schedule a Call

Connect with Jeremy Houser:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Man in the Mirror: Reviewing 2022 (Ep. 28)

By The Advisor Mentorship Podcast | November 16, 2022

As this year starts to wrap up, it is time for Jeremy Houser and the team at InsurMark to review 2022 and celebrate the growth they have seen within the business (and this podcast, too).

In this episode, Jeremy details some big wins he has seen this year and the factors that have contributed to his and his advisors’ success. He explains what separates a good from a great advisor while offering tips for the upcoming year so that you can excel in your business, too.

Jeremy discusses:

Some growth opportunities for the upcoming year
Key commonalities between successful advisors
Some important milestones for his advisors
Systems to leverage technology as an advisor
Ways the team at InsurMark can help advisors with their business planning
And more!