ADVISOR MENTORSHIP PROGRAM
Amplify your practice.
While opportunities are greater today, the work is harder. With InsurMark’s AMP, get more out of your business and spend less time doing it.
Seth Ward VP, Senior Advisor Development Consultant
LET’S TALK >>
AMPLIFY YOUR BUSINESS
AMP cuts through the noise
In today’s crowded marketplace, financial advisors must find a way to differentiate themselves from the competition … or risk getting lost in the sea of sameness. Have you carved out a clear path to the top?
InsurMark’s Advisor Mentorship Program (AMP) is a field-tested, field-proven set of processes, tools and resources that can assist you in your professional ascent. Our team of experts will help you identify key challenges in your practice and then value engineer a plan for turning them into opportunities for achieving your unique goals. If you’re willing to put in the work, the program can lead you to new levels of success.
WHY AMP?
Set the tempo
In conducting business planning calls with top advisors throughout the country, we found that most admitting to desiring better time management and organization. They were also looking for external accountability for turning plans made into promises kept. Along the way, the Advisor Mentorship Program provides:
Ultimately, you’ll be able to operate like larger firms …
but more efficiently and effectively.
A blueprint for success
Branding best practices
Technology advantages
Point-of-sale tools
Monthly tracking calls
Process implementation tips
A dedicated, trusted team
An exclusive top-agent network
SEE FOR YOURSELF HOW AMP IS CHANGING PRACTICES — AND LIVES.
AMP ADVISORS GREW ANNUITY BUSINESS WITH INSURMARK
Reflects year over year growth in annuity business placed through InsurMark for advisors in the AMP program for that period.
2018
2019
2020 *pandemic*
2021
2022
MEET YOUR AMP TEAM
Seth Ward,
VP, Senior Advisor Development Consultant
Since 2000, I have been privileged to earn the trust and work with some of the industry’s top-performing advisors. I work to provide best-in-class solutions for new client acquisition, branding, product selection, and tech stack. I work daily with my advisors to help them create an advantage in their business.
That means my advisors have an experienced pro to help navigate their day-to-day challenges and focus on the many opportunities that come their way. It also means making advisors aware of the systems and processes that other advisors are using to reach their goals.
I am a lifelong learner; some of the biggest influences on my mindset and approach to your business are shaped by thought leaders like Dan Sullivan and books like “Who Not How” and “10x is Easier than 2X”.
Having a trusted consultant who gives honest advice and seeks for you to reach your goals is bigger than a lead program or a favorite product. It’s a force multiplier in your business.
I welcome the opportunity to talk with you to see if my proven processes can help you create a future beyond your current trajectory.
KATY CHRISTY
Annuity Case Manager
kchristy@insurmark.net
713.808.8561
SIMRON KHOJA
Business Developer
skhoja@insurmark.net
713.808.8517
BINH NGUYEN
Life Case Design Specialist
bnguyen@insurmark.net
713.808.8535
DAVE RAY
Senior Life Advisor Development Consultant
dray@insurmark.net
713.808.8542
MARIA THIBODEAUX
Life Insurance Case Manager
mthibodeaux@insurmark.net
713.808.8523
MATT BALDRIDGE
Advisor Development Consultant
mbaldridge@insurmark.net
713.808.8549
Learn more about how AMP can change your business trajectory, schedule a call with Seth or complete the form to request an introduction kit.
JOIN TODAY TO EXPERIENCE THE CAMARADERIE OF THIS EXCLUSIVE ADVISOR NETWORK.
