The first quarter of 2023 has brought nothing but success to Jeremy Houser and his team at InsurMark.
But it doesn’t stop there.
From human connections to financial technology, marketing, and coaching, in this episode, Jeremy reviews the first quarter of 2023 while giving an overview of what’s to come for the short and long term for the team at InsurMark and their advisors.
The concept of ‘lost decade’ and the importance of protecting investment returns during challenging times
Ways advisors (like you!) can stay on top of technology while managing information overload and delegating tasks effectively
InsurMark’s approach to helping you forecast investment opportunities
The importance of building long-lasting and resourceful relationships with your clients
What you should know about being ‘coachable’ and the ways coaches, mentors, and like-minded individuals can help you leverage time and technology
The multi-generational wealth transfer that will occur in the next 20 years and the potential opportunities it carries for advisors
In an industry as saturated as the financial one, it is easy to be another sheep in the pack and blend in based on similar services and marketing strategies.
Thankfully, at InsurMark, the team works with a number of different individuals whose firms are not your typical cookie-cutter business but have unique tools and resources.
In this episode, Jeremy Houser is joined by Terry Wheeler from WE Alliance Wealth Advisors, Inc. Terry reveals what separates him and his practice from his industry competitors when it comes to wealth planning, including his more traditional approach to client and advisor-facing operations.
His experience at InsurMark’s Founder’s Club and key takeaways from similar advisors
Ways his firm approaches technological advancements and marketing solutions
The value of face-to-face meetings and in-person interactions with clients
Some saving strategies his company focuses on
Ways his firm works on identifying the right product for advisors and their clients
Terry Wheeler is the founder, managing member, and lead portfolio strategist of WE Alliance Institutional, LLC and WE Alliance Wealth Advisors, Inc. He is an accomplished Portfolio and Wealth Strategist Planner; a Wealth, Estate, and Tax Planning Attorney; a frequent lecturer, and formerly an adjunct tax professor at U.C. Davis.
Terry began his career in the banking and lending industries, but in 1991 he transitioned his focus to the investment world, beginning with Dean Witter Reynolds. His education includes a Bachelor of Science degree in Financial Planning from San Diego State University and a Juris Doctor Degree in Law from the University of the Pacific McGeorge School of Law. He is also a post-doctorate graduate through the Master’s program of the Esperti Peterson institute and a participant in MIT’s blockchain and cryptocurrency course offerings.
Jeremy Houser was named 2022 sales employee of the year! And his team played and continues to play a crucial role in his and InsurMark’s success.
In this episode, Jeremy shares some current 2023 updates while unveiling the ins and outs of the markets, what to look for, and the tips and tricks advisors need to succeed in this and the years to come.
How to appeal to the younger generation
The value of building a virtual presence and the right way of influencing others
What you should know about branding and the importance of creating an impactful story to connect with clients
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.
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
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.
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
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.
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
Effective management and having systems in place are some of the aspects that Jeremy Houser and his advisors value the most in their business setting.
However, going 100% virtual when it comes to marketing is not for everyone.
In this episode, Jeremy Houser is joined by financial advisor and founder of Cornerstone Wealth Management, Erich Castillo, to unveil this year’s wins and losses when it comes to business innovation, consistency, and client connection. Erich and Jeremy also shed light on the benefits of incorporating business-oriented online and digital tools.
The importance of keeping a consistent message across your business
Some business challenges he has faced this year
Stories and processes that are helping him this year convert prospects
How going virtual has allowed his business to scale and become more efficient
Erich Castillo is the founder of Cornerstone Wealth Management. Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky, while earning a Bachelor’s degree in Finance and Education at the University of Kentucky. Erich had the opportunity to work as an athletic trainer for the football, basketball, soccer, women’s gymnastics, and men’s tennis teams.
Erich began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards, which inspired him to found his own business. In 2004, he founded Cornerstone Wealth Management, where he has more flexibility to provide personalized and client-centric service.
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
After a long-awaited 9 months, Jeremy Houser and his wife Christina are overjoyed to welcome their newborn, Olivia.
In this episode, Jeremy talks about everything newborn and how his lifestyle has evolved since becoming the ‘Houser Family of Four.’ Jeremy talks about his career, the steps he is taking for his children, and how he has been able to navigate his business amid the arrival of his daughter.
Ways he and his family have adjusted their life and work balance
How he has used the help of advisors he trusts to create a sound financial plan for his children
His 2022 motto for keeping his advisors motivated
Understanding the value of a single-income household
Have you been able to persevere and come out on top of your goals as a financial advisor?
In this episode, Jeremy Houser sits down to discuss the successful year he and his team have had, how they were able surpass their goals, and discuss critical plans for the future that hopefully drive success for his team and audience.
How Jeremy’s advisors were able to exceed their goals in climate of 2021
How appropriate use of technology has given advisors the upperhand to support their clients
The positive impact the Advisor Mentorship Podcast has had on Jeremy and his team