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Episode 23: Houser Party of Four — Welcoming Baby Olivia

After a long-awaited 9 months, Jeremy Houser and his wife Christina are overjoyed to welcome their newborn, Olivia. In this episode, Jeremy talks about everything newborn and how his lifestyle has evolved since becoming the ‘Houser Family of Four.’ Jeremy talks about his career, the steps he is taking for his children, and how he has been able to navigate his business amid the arrival of his daughter.

By |2022-08-10T19:12:44+00:00August 10, 2022|Podcast|0 Comments

Episode 22: Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo

In the last couple of years, there has been a shift in businesses, creating an abundance of advisors working virtually. But it is not as easy as it may seem. To successfully manage a virtual business, you must stand out from the crowd. In this episode, Jeremy Houser speaks with Al Caicedo, president, and owner of CKS Summit Group. Al shares different strategies advisors can incorporate when switching to an online platform and the personalization they need to create a loyal customer base.

By |2022-07-20T16:13:13+00:00July 20, 2022|Podcast|0 Comments

Episode 21: A Mid-Year Review: Here’s How Advisors Can Continue Growing

This week, Jeremy Houser details ways to continue that growth for the remainder of this year and the years to come. Jeremy highlights the role of innovation, creativity, and even time off when it comes to business growth and the ever-changing and uncertain marketplace. Through the use of technology, Jeremy outlines ways you can keep your clients up to date on market trends while allowing your business to elevate its marketing efforts.

By |2022-07-07T22:43:06+00:00July 7, 2022|Podcast|0 Comments

Episode 20: Annexus: Your Innovative Annuities & Insurance Solutions Platform with Ron Shurts

In this episode, Jeremy Houser is joined by Ron Shurts, entrepreneur and co-founder of Annexus. Ron talks about his path into the financial industry while detailing how Annexus has expanded within the annuities and insurance field. This expansion has allowed the firm to be named the “Annuity Innovator of the Year” for three years in a row.

By |2022-06-22T22:17:21+00:00June 22, 2022|Podcast|0 Comments

Episode 19: Simplicity Life – Life Insurance Made Simple & Easy with Nathan Jacobson

This week, the Executive Vice President at Simplicity Life, Nathan Jacobson, joins Jeremy Houser to explain how independent financial professionals can use the tools and resources Simplicity Life provides their advisors with best-in-class life insurance solutions. Whether it be protecting loved ones from an untimely death or as a tax diversification tool, Nathan highlights the array of benefits around life insurance. Plus, he unpacks some valuable wisdom words for financial advisors, like the importance of investing in your business and continuous education.

By |2022-06-09T18:07:55+00:00June 9, 2022|Podcast|0 Comments

Episode 18: Creating Impactful Leaders through Greater Connection with Mike Milligan

In this episode, Jeremy Houser is joined by Mike Milligan, Founder of Ideas by Mike. Mike is a CFP who unveils ways he’s finding success as an advisor, business practices, and operations. Through systems and practices, Mike highlights the critical role InsurMark’s partnership has played in the acceleration of Ideas by Mike, LLC.

By |2022-05-11T17:30:46+00:00May 11, 2022|Podcast|0 Comments

Episode 15: Getting Ahead of This Year’s First Quarter with Effective Systems

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 the pack through highly effective marketing and systems.

By |2022-03-30T15:32:06+00:00March 30, 2022|Podcast|0 Comments

Episode 14: Leverage Your Mindset with Ricky Kalmon

In this episode, Jeremy Houser is joined by Ricky Kalmon, mindset expert, motivational speaker, and celebrity hypnotist to discuss changing your habits and the way you think to live a more present life in your personal and professional life. Ricky shares how he has been able to help thousands of people around the world through his mindset message and techniques.

By |2022-03-18T16:49:33+00:00March 18, 2022|Podcast|0 Comments
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