Episode 38: The Power of Forecasting & How To Stand Out
The first quarter of 2023 has brought nothing but success to Jeremy Houser and his team at InsurMark.
But it doesn’t stop there.
From human connections to financial technology, marketing, and coaching, in this episode, Jeremy reviews the first quarter of 2023 while giving an overview of what’s to come for the short and long term for the team at InsurMark and their advisors.
The concept of ‘lost decade’ and the importance of protecting investment returns during challenging times
Ways advisors (like you!) can stay on top of technology while managing information overload and delegating tasks effectively
InsurMark’s approach to helping you forecast investment opportunities
The importance of building long-lasting and resourceful relationships with your clients
What you should know about being ‘coachable’ and the ways coaches, mentors, and like-minded individuals can help you leverage time and technology
The multi-generational wealth transfer that will occur in the next 20 years and the potential opportunities it carries for advisors