2022 has been an ever-changing environment for advisors.
Due to the change from the global pandemic to now feeling some sort of normalcy, there have been a lot of changes and adjustments that have had to be made over the past few months.
In this episode, Jeremy Houser is joined by Roger Smith from Insurmark to unpack his business successes and how he and his team have achieved them through adapting to their clients and upping their customer service and product processes.
The importance of working as a team and knowing each other’s strengths
How to properly identify your client’s needs
Balancing client feedback when it comes to your services
The difference between good and great customer service
His team’s approach to supporting clients through annuities, retirement planning, and Medicare season
Roger Smith 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 his 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 of 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 fields and facilities to handicapped children, and Sheltering Tree Ranch, a small private Christian school for Autistic children.
In the last couple of years, there has been a shift in businesses, creating an abundance of advisors working virtually.
But it is not as easy as it may seem. To successfully manage a virtual business, you must stand out from the crowd.
In this episode, Jeremy Houser speaks with Al Caicedo, president, and owner of CKS Summit Group. Al shares different strategies advisors can incorporate when switching to an online platform and the personalization they need to create a loyal customer base.
The importance of incorporating webinars and video messaging within your practice
The truth about trust, ego, and commitment when it comes to building and maintaining a business in this virtual environment
How to keep your clients informed without throwing them an abundance of oversaturated information
Ways to personalize your relationship with your clients
Al Caicedo is the president and owner of CKS Summit Group. Al’s focus is to help his clients 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.
While gaining outreach in such a saturated market can be extremely challenging, this year has been very prosperous for advisors.
This week, Jeremy Houser details ways to continue that growth for the remainder of this year and the years to come.
Jeremy highlights the role of innovation, creativity, and even time off when it comes to business growth and the ever-changing and uncertain marketplace. Through the use of technology, Jeremy outlines ways you can keep your clients up to date on market trends while allowing your business to elevate its marketing efforts.
The importance of vacation time and the value of setting realistic expectations with clients
Reasons advisors shouldn’t be afraid of changes and challenges
Advisors, it’s no secret that the annuity industry has substantially grown this year.
So what better month to discuss annuities than June, which is Annuity Awareness Month?
In this episode, Jeremy Houser is joined by Ron Shurts, entrepreneur and co-founder of Annexus. Ron talks about his path into the financial industry while detailing how Annexus has expanded within the annuities and insurance field. This expansion has allowed the firm to be named the “Annuity Innovator of the Year” for three years in a row.
His beginnings in the financial services arena and the challenges he faced during the process
How Annexus provides annuities and insurance solutions to advisors and their clients
The secret sauce that makes the company set the standard for the industry
Changes and projections for the Fixed Index Annuity (FIA) space
Ron Shurts is an entrepreneur and the co-Founder of Annexus, a Scottsdale, Arizona-based company dedicated to designing and marketing innovative products that help people grow and protect their retirement savings. With his partner Don Dady, they’ve built a reputation for developing new business strategies and forging partnerships with industry thought leaders, leading insurance carriers Nationwide, Athene, and Securian, as well as some of the world’s largest investment banks, including J.P. Morgan, UBS, Zebra Capital Management, Barclays, Merrill Lynch, etc.
If you’re open to new ideas and looking to move your business forward, that’s the first step in making positive change happen in your business.
In this episode, Jeremy Houser speaks with Tim Whisler CRPC®, CLTC® president and founder of The Whisler Agency. Tim shares his direct experiences in the Advisor Mentorship Program and how he has been able to utilize the system to grow his business.
Why the past year was a record year for his business
Resources that are helping him double his business in 2021
Two challenges he struggles with as he’s growing his business
What drives him to help people retire safely and give them protection
Tim Whisler: Tim 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.