As this year starts to wrap up, it is time for Jeremy Houser and the team at InsurMark to review 2022 and celebrate the growth they have seen within the business (and this podcast, too).
In this episode, Jeremy details some big wins he has seen this year and the factors that have contributed to his and his advisors’ success. He explains what separates a good from a great advisor while offering tips for the upcoming year so that you can excel in your business, too.
Some growth opportunities for the upcoming year
Key commonalities between successful advisors
Some important milestones for his advisors
Systems to leverage technology as an advisor
Ways the team at InsurMark can help advisors with their business planning