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.

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.

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.

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.

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.

In this episode, Jeremy Houser sits down to discuss the importance of adopting effective mindsets, systems, and processes that will accelerate your business model and let you better help your clients.

In this episode, Jeremy Houser is joined by Austin Hatch, motivational speaker, to share his remarkable story of surviving two plane crashes and learn how to apply his G.R.I.T. mentality to overcome individual and team adversities.

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.

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.

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.