Advisor Mentorship Program

from Simplicity InsurMark

AMP Podcast2025-02-20T02:09:11+00:00

Advisor Mentorship Podcast

Proven Systems & Processes for the 21st Century Advisor

202, 2022
Episode 11: Making the InsurMark Switch with Michael Ginsberg

In this episode, Jeremy Houser is joined by Michael Ginsberg, CFP®, to discuss Michael’s impressive career journey starting as an attorney to becoming an established CERTIFIED FINANCIAL PLANNER™ professional. Michael discusses how InsurMark has changed his approach to operations and how the team has allowed him to focus more on what he loves—supporting his clients.

1901, 2022
Episode 10: Centering your Business Relationships for Longevity with Steve Kerns

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 successful insurance distribution business, and how InsurMark has been able to stay profitable and continue to grow even during hard times.

501, 2022
Episode 9: Becoming an Expert to Create Solutions with Chad Owen

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 critical habit changes that allow you to improve, and how you can effectively leverage marketers to grow your business.

2712, 2021
Episode 8: Learn from the Present and Set Goals for 2022

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.

2311, 2021
Episode 7: A Life Time® of Fitness and Health With Bryce Morris

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 shape.

1011, 2021
Episode 6: The Process of Building Familiarity and Trust With Al Caicedo

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 coach advisors across the country, and what challenges advisors are facing in the market when selling virtually.

2710, 2021
Episode 5: Service Oriented Mindset as an Advisor with Roger Smith

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 offering P&C and Retirement planning solutions to his customers.

1310, 2021
Episode 4: How Are You Measuring Your Value?

In this episode, Jeremy Houser discusses his value engineering process and how he uses this to help his advisors see growth. He shares the importance of reflecting on the numbers to ensure advisors reach their goals, and explains how to work this success into existing systems and processes to continue seeing growth year over year.

2909, 2021
Episode 3: The Independent Advisor: AMP Sit Down with Tim Whisler

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.

109, 2021
Episode 1: Meet Your Host, Jeremy Houser

In the launch episode of this exciting new podcast, learn more about Jeremy Houser, the creator of the Advisor Mentorship Program (AMP). He shares insights on ideal advisors for the program, the team dedicated to enhancing the AMP advisor experience, and more about how his personal and professional views and values collide to deliver an optimal support environment for those he serves.

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