As Thanksgiving slipped through our fingers, December brings in new opportunities to be thankful and discover new relationships with prospects while rekindling old ones.
In this episode, Jeremy Houser unveils some December themes as well as business planning considerations for advisors. With 2023 being a year of big changes, listen in and discover how the advisors at InsurMark are focusing on refining their processes and making those important improvements to step into the new year on the right foot.
Valuable processes to take forward into 2023
The importance of a pen and paper
Some 2022 wins for InsurMark’s advisors
Why December is a great time to reel in new prospects
Trust and credibility: What you should know about storytelling
As the third quarter numbers are being finalized, we are excited to announce that Jeremy’s team has already surpassed 2021’s numbers, even with one final quarter left.
In this episode, Jeremy Houser speaks with Tim Whisler CRPC®, CLTC® President and Founder of The Whisler Agency. After their annual advisor family reunion trip to Cabo, the advisors at InsurMark left feeling well-equipped and confident in the work that they are doing through engaging with other professionals in the industry. So, get ready to listen to Tim unveil some common business wins he has to share with Jeremy.
Key business nuggets he has gained from talking with other advisors during his time in Cabo
Ways Tim has been able to double his business in a one-year timeframe
Advice for advisors looking to connect with prospects online to see results
Reasons consistency is key
The power of ‘writing things down’
Podcasts and how they work as a tool to expand your network and build credibility
Tim Whisler 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.
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
Often, misinformation leads to a missed opportunity for high returns. Thankfully, we have the knowledge you need to help your clients make an informed decision on their life insurance.
This week, the Executive Vice President at Simplicity Life, Nathan Jacobson, joins Jeremy Houser to explain how independent financial professionals can use the tools and resources Simplicity Life provides their advisors with best-in-class life insurance solutions. Whether it be protecting loved ones from an untimely death or as a tax diversification tool, Nathan highlights the array of benefits around life insurance.
Plus, he unpacks some valuable wisdom words for financial advisors, like the importance of investing in your business and continuous education.
Jeremy and Nathan discuss:
Ways Simplicity Life is now the largest independently-owned life brokerage in the country
The firm’s educational approach in offering their agents the highest level of knowledge to pass on to their clients
The power of life insurance as a financial vehicle
Ways advisors and prospects can benefit from Simplicity Life’s tax-free retirement platform
Advice for financial advisors: The value of education and maintaining a digital presence
As the Executive Vice President of Simplicity Life, Nathan Jacobson takes his accomplished 18 years in the life insurance industry to the largest financial marketing organization, Simplicity Life. Nathan’s extensive knowledge in insurance distribution and sales management is poised to help him build new strategic alliances and industry best sales platform and proprietary insurance products for use across all of Simplicity Life.