Host: John Thompson
Guest: Jeremy Baker
Episode Summary:
In this episode of Nurturing Success, John Thompson speaks with Jeremy Baker of Arroyo Financial. With over 22 years in the insurance and financial services industry, Jeremy shares his journey, the challenges of the industry, and the strategies that have led to his long-term success. They discuss the importance of consistency, diversification in financial planning, networking, and how financial professionals can better serve their clients. Jeremy also highlights the critical role of life insurance in estate planning and business protection.
How Jeremy built a successful career in financial services over 22 years
Why consistency and perseverance are key in the financial industry
The importance of diversifying financial products and services
The role of networking and in-person connections in building a strong client base
How life insurance plays a vital role in estate planning and business protection
Best practices for time management and calendar blocking for financial professionals
Why collaborating with other advisors benefits both clients and the industry
[00:00] Introduction to the episode and guest, Jeremy Baker
[01:00] What Jeremy is grateful for: Longevity and success in the financial industry
[03:00] The challenges of working in insurance and financial planning
[05:00] Financial planning during uncertain times: Why history repeats itself
[07:00] The importance of long-term, consistent investing strategies
[09:00] How diversification in products and services has led to business growth
[11:00] Cross-selling financial products and the value of multiple service offerings
[13:00] Why mass affluent and high-net-worth definitions need to evolve
[15:00] Partnering with other advisors: When and how to refer clients
[17:00] The power of in-person networking and building strong referral relationships
[19:00] Time management tips: Blocking schedules and optimizing client meetings
[21:00] Life insurance and estate planning: Creating liquidity for future generations
[23:00] Final thoughts: Collaborating with advisors and building industry success
Arroyo Financial – Jeremy’s firm specializing in insurance and financial services
Networking Groups – The benefits of in-person connections through groups like BNI, Chamber of Commerce, and Toastmasters
Life Insurance & Estate Planning – How policies can provide liquidity and protect family wealth
Connect with Us:
Reach out to Jeremy with your questions or feedback. Contact Jeremy Here
Follow us on social media for updates and more insights. @smplmortgage
If you enjoyed this episode, please like, share, and subscribe to Nurturing Success for more insights from industry leaders. Stay tuned for the next episode, where we continue to explore successful financial strategies and practices. If you are interested in being our next guest, reach out to jack@smplmortgage.com to get scheduled.
