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.

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.

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.

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.

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).

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.