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Episode 13: Systems Work, People Fail – A Deep Dive For Action

In this episode, Jeremy Houser discusses the true meaning of “Systems Work, People Fail” to highlight the true importance of using systems and processes to assist your driven mentality as an advisor. Learn about The Advisor Mentorship Program’s massive impact on advisors across the country and how you can take action in this acceleration.

By |2022-03-04T00:27:29+00:00March 4, 2022|Podcast|0 Comments

Episode 12: My Backbone For Success with Christina Houser

In this episode, Jeremy Houser brings on his wife Christina Houser, to take a deep dive into their strong relationship, how they prioritize supporting each other for the success of their family and relationship and the sacrifices they have faced to maintain a strong and healthy family. Jeremy shares his true love and appreciation for Christina and everything she does for the success of their son and relationship.

By |2022-02-16T14:15:01+00:00February 16, 2022|Podcast|0 Comments

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.

By |2022-02-02T20:51:03+00:00February 2, 2022|Podcast|0 Comments

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.

By |2022-01-19T20:37:30+00:00January 19, 2022|Podcast|0 Comments

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.

By |2022-01-05T21:07:13+00:00January 5, 2022|Podcast|0 Comments

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.

By |2021-11-23T20:56:54+00:00November 23, 2021|Podcast|0 Comments

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.

By |2021-11-10T17:33:23+00:00November 10, 2021|Podcast|0 Comments

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.

By |2021-10-27T21:23:38+00:00October 27, 2021|Podcast|0 Comments

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.

By |2021-10-13T16:37:44+00:00October 13, 2021|Podcast|0 Comments
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