Advisor Mentorship Podcast

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...

When faced with adversity, It is up to you to choose a mindset that will drive you towards success. When you establish a greater purpose, your grit will shine through. In this episode, Jeremy Houser is joined by Austin Hatch, motivational speaker, to share his remarkable story of surviving two plane crashes and learn how to apply his G.R.I.T. mentality to overcome individual and team adversities. ...

Just like that, the first quarter is over. Hard work coupled with effective communication is necessary to build momentum into the rest of the year. In this episode, Jeremy Houser discusses the many successes his team of advisors have seen in the first quarter and the several strategies the team has used to surpass their first quarter goals. Learn more about how you can separate your business from...

Anything successful requires an investment of time and energy. To be that better leader, parent, successful entrepreneur, or whatever your internal goal is, you need to take action on creating a better mindset for your day-to-day activities. In this episode, Jeremy Houser is joined by Ricky Kalmon, mindset expert, motivational speaker, and celebrity hypnotist to discuss changing your habits and th...

Success does not happen overnight, but having the systems, processes, confidence and drive can get you to your goal more quickly. In this episode, Jeremy Houser discusses the true meaning of “Systems Work, People Fail” to highlight the true importance of using systems and processes to assist your driven mentality as an advisor. Learn about The Advisor Mentorship Program’s massive impact on a...

The true meaning of success is being able to share goals and achievements with someone you love. In this episode, Jeremy Houser brings on his wife Christina Houser, to take a deep dive into their strong relationship, how they prioritize supporting each other for the success of their family and relationship and the sacrifices they have faced to maintain a strong and healthy family. Jeremy shares hi...

There is a big difference between treating your financial process as a sales pitch and treating the process as a financial tool with asset classes.  Making that change and approaching your practice with ethical and moral insurance practices will shine through your work and allow you to build client trust. In this episode, Jeremy Houser is joined by Michael Ginsberg, CFP®, to discuss Michael’s impr...

Becoming one of the respected insurance marketing advisory companies in the United States does not happen accidentally. Focusing on building relationships is key to success as an advisor and operating a successful organization. In this episode, Jeremy Houser sits down with Steve Kerns, founder and president of InsurMark. They discuss Steve’s journey as an entrepreneur, the challenges of running a...

To shift from taking orders to creating a solution process as a financial advisor means you need to change your approach at work. In this episode, Jeremy Houser talks with Chad Owen, annuity sales coach and founder of Retirement Realized Agents Academy (also known as InsurMark Sales Success Academy). They discuss how his mentorship program can improve an advisor’s annual annuity average, the criti...

Just like that, another year has passed.  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. Jeremy discusses:  How Jeremy’s...

Do you find walking into the gym to be intimidating for you?  We get it. Virtual fitness training offered by Life Time® might just be for you. In this episode, Jeremy Houser talks with Bryce Morris, a group fitness training coordinator at Life Time Inc. Bryce shares tips for staying physically fit, how systems and processes have helped him during his career and how he is helping clientele get in s...

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...

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 ye...

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...

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....

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 e...

Systems work, people fail. In today’s crowded marketplace, advisors must find a way to differentiate themselves from the competition. Introducing the Advisor Mentorship Podcast – Processes and Systems for the 21st Century Advisor with your host, Jeremy Houser! In this inaugural episode, get to know Jeremy Houser, as he shares his specialty in the financial space, some facts about himself and...