Tag: Technology

5. Service Oriented Mindset as an Advisor with Roger Smith

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:

Connect With Jeremy Houser:

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.

2. Gravitate Towards Business Growth with Proven Processes and Systems

2. Gravitate Towards Business Growth with Proven Processes and Systems

Jeremy Houser is a seasoned veteran of the financial services industry who has worked with some of the top advisors over the past decade. 

In that time he has learned that processes and systems are key to establishing success in growing your business.

In this episode, Jeremy Houser shares some of the processes his advisors have learned and implemented at InsurMark. He also discusses how he began educating advisors to implement systems and processes into their practices in order to grow and succeed with the Advisor Mentorship Program (AMP). 

Jeremy discusses: 

  • Why advisors choose to work with him and InsurMark
  • Why he started the Advisor Mentorship Program (AMP) and how it serves advisors
  • The importance of adapting to changes in the industry to stay relevant as advisors
  • What the AMP value engineering process is and how it helps advisors succeed
  • And more

Connect With Jeremy Houser: