Tag Archives: Processes

Systems and Processes that are Pushing Advisors (Ep. 17)



Advisors face adversities on a daily basis, it is important to learn how to face these challenges with systems and processes to overcome them.

In this episode, Jeremy Houser sits down to discuss the importance of adopting effective mindsets, systems, and processes that will accelerate your business model and let you better help your clients.

Jeremy discusses: 

  • The impact Austin Hatch’s message had with advisors from Episode 16
  • Creating a marketing strategy that supports you and your business model
  • Building client trust in the virtual and in-person setting 
  • How Gen X will be reshaping the financial landscape in the years to come
  • And more

Resources: 

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FEATURE

6. The Process of Building Familiarity and Trust With Al Caicedo



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
  • The future of our industry
  • And more

Connect With Al Caicedo:

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About Our Guest:

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.


FEATURE

5. Service Oriented Mindset as an Advisor with Roger Smith



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
  • And more

Connect With Roger Smith:

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About Our Guest:

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.


FEATURE

4. How Are You Measuring Your Value?



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
  • And more

Connect With Jeremy Houser: