2022 has been an ever-changing environment for advisors.

Due to the change from the global pandemic to now feeling some sort of normalcy, there have been a lot of changes and adjustments that have had to be made over the past few months.

In this episode, Jeremy Houser is joined by Roger Smith from InsurMark to unpack his business successes and how he and his team have achieved them through adapting to their clients and upping their customer service and product processes.

Roger discusses:

  • The importance of working as a team and knowing each other’s strengths
  • How to properly identify your client’s needs
  • Balancing client feedback when it comes to your services
  • The difference between good and great customer service
  • His team’s approach to supporting clients through annuities, retirement planning, and Medicare season
  • And more!