ADVISOR MENTORSHIP PROGRAM
Amplify your practice.
While opportunities are greater today, the work is harder. With InsurMark’s AMP, get more out of your business and spend less time doing it.
Rob Rickard VP, Senior Advisor Development Consultant
LET’S TALK >>
AMPLIFY YOUR BUSINESS
AMP cuts through the noise
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.
WHY AMP?
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
Technology advantages
Point-of-sale tools
Monthly tracking calls
Process implementation tips
A dedicated, trusted team
An exclusive top-agent network
SEE FOR YOURSELF HOW AMP IS CHANGING PRACTICES — AND LIVES.
AMP ADVISORS GREW ANNUITY BUSINESS WITH INSURMARK
Reflects year over year growth in annuity business placed through InsurMark for advisors in the AMP program for that period.
2018
2019
2020 *pandemic*
2021
2022
MEET YOUR AMP TEAM
Rob Rickard, VP, Senior Advisor Development Consultant
I have over four decades in sales and marketing within the securities, real
estate and insurance industries. As a senior executive with a Fortune 500
company, managing partner of my own investment firm, past school board
president and member of multiple boards, my track record and affiliations
demonstrate a high level of professionalism, as well as providing you—the
advisor—with unique viewpoints to every situation that might arise in the
growth of your practice.
My years in senior management with a national independent marketing
organization give me firsthand knowledge of the obstacles a producer
encounters, as well as the steps to take in moving beyond them. I am very
passionate about my role in your practice. My dedication to service is what
sets me apart from other marketers. Accessibility, enthusiasm, and
personalized service are my trademarks.
At the beginning of 2018, a hand-picked group of advisors were chosen to
develop AMP (Advisor Mentorship Program). AMP is for advisors looking to
link themselves to a network of successful advisors across the country and
share best practices. This program continues to grow and has helped our
advisors stay focused on achieving their goals, while adding value to their
practice and developing Business Alpha through our resources here at
Insurmark. Business Alpha is defined as the extra benefit that separates your
firm from your competition which attracts clients to work with you. In 2018
the advisors involved in AMP Doubled their production collectively as a group.
In 2019, this same group of advisors grew their business an additional 25%.,
2020, up 23%, 2021 up 24% and 2022 up 34%.
If you are an independent advisor seeking to establish a practice based on
integrity, leadership, and growth, then creating a relationship with InsurMark
and my team should be on your immediate “to do” list. We are dedicated to
you—the independent advisor—through an ongoing relationship that’s
stronger and more supportive than any others you might have known.
Everything we do is committed to making sure you have the resources and
team support necessary to provide the very best solutions to you, your clients,
and your practice.
713.808.8539
DAVE RAY
Life Advisor Development Consultant
dray@insurmark.net
713.808.8542
BINH NGUYEN
Life Case Manager
bnguyen@insurmark.net
713.808.8535
MARIA THIBODEAUX
Life Case Manager
mthibodeaux@insurmark.net
713.808.8523
MICHELLE ANDERSON
Annuity Case Manager
manderson@insurmark.net
713.808.8512
Learn more about how AMP can change your business trajectory, schedule a call with Rob or complete the form to request an introduction kit.