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.
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
Monthly tracking calls
Process implementation tips
A dedicated, trusted team
An exclusive top-agent network
Stop working in your business and start working on it. When you do, you’ll discover that work-life balance is not just possible but well within your reach.
SEE FOR YOURSELF HOW AMP IS CHANGING PRACTICES — AND LIVES.
Reflects year over year growth in annuity business placed through InsurMark for advisors in the AMP program for that period.
MEET YOUR AMP TEAM
Lindsey Summerville, Advisor Development Consultant
As an Advisor Development Consultant, I partner with insurance agents, registered reps, and invest- ment advisor representatives to help with marketing, sales, and business operations.
With over 16 years in the financial industry, I’m able to draw on multiple areas of knowledge. Whether it be wholesaling mutual funds, ETFs, CITs, both variable and fixed indexed annuities, as well as retirement plans, I’m able to leverage this experience and provide comprehensive support to my advisors.
We work with individuals and firms looking to benefit from the breadth and depth of InsurMark’s support. We specialized in helping those who seek to take their practice to the next level and elevate from being an advisor who happens to own a business, to a business owner that happens to be an advisor.
What does that mean? It means an expansion of your business, increase in your income, and reduction of your overhead. Through proven processes we seek to drive Business Alpha, the additional return to your business when partnering with InsurMark. The result? Better outcomes for your clients and a better work life balance for the advisor.
What do I do when I’m not working? I’m a huge sports fan and like to play golf. I love reading and playing any type of trivia and enjoy spending time with my wife Tracy and two kids, Anna, and Davis