Simplicity InsurMark - Podcast Details

Shows

Advisor Mentorship Podcast From Frustation to Freedom with Jeff Maxey (Ep. 107)Big growth strategies rarely fail because the ideas are bad; they fail because the business doesn’t have the systems to execute them. What happens when you take the leap from “top producer” to “business owner”… and suddenly you’re responsible for hiring, operations, marketing, forecasting, and leadership on top of selling? In this episode, Jeremy Houser sits down with Jeff Maxey, President at Simplicity InsurMark, to unpack what’s changed since Jeff took the helm and why building a senior leadership team became the unlock for faster execution. Jeff shares the mindset shift that comes with leade...

2026-02-1740 min

Advisor Mentorship Podcast The Heart of Leadership: Embracing Change and Building Legacy with Steve Kerns (Ep. 98)Change challenges every leader, but it also shapes character, culture, and legacy. How do you lead when everything around you is shifting? How do you build a culture that lasts beyond your own leadership? In this episode, Jeremy Houser talks with Steve Kerns, Founder of InsurMark and Executive Vice President of Business Relationships at Simplicity, about embracing change, leading with humility, and building culture through servant leadership. Steve shares insights from his four decades as an entrepreneur and reflects on how valuing people above all else creates meaningful growth that stands the test o...

2025-10-1450 min

Breakthrough Advisor How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85)Is your practice ready for the ripple effects of the next big tax wave? In this high-impact episode of The Breakthrough Advisor, Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement income strategy, tax diversification, and the way you start client conversations. From a staggering $36 trillion national debt projection to newly introduced “Trump Accounts” for kids, Patrick explores how this bill isn’t just policy, it’s an opportunity. Whether you’re coaching clients through Ro...

2025-10-0136 min

Breakthrough Advisor Mastering Human Connection for Real Growth with Jason Jenkins (Ep. 84)What if mastering human connection, not just products or processes, was the most important skill in your practice? In this powerful episode, host Randy Yost sits down with Jason Jenkins, Executive Vice President at Simplicity, to uncover what sets elite advisors apart. With nearly three decades in the industry, Jason shares his journey from selling life insurance out of college to leading one of the most transformative advisor development trainings in the country. You’ll hear why systems and scale mean nothing without storytelling, how founder stories build immediate trust, and why the top advisors ob...

2025-07-2441 min

Breakthrough Advisor Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83)What’s the secret to increasing your win rate from 85% to 100%? You might be surprised to learn that it starts with a personal story. Join Randy Yost on the Breakthrough Advisor Podcast as he chats with Deirdre Van Nest, an expert in helping advisors and entrepreneurs create their “personal brand why story.” Deirdre opens up about overcoming her fear of public speaking and how she now empowers financial advisors to build trust and connect deeply with clients. Discover why the personal brand, why story is crucial for forming authentic relationships with clients and how it can acc...

2025-04-0228 min

Breakthrough Advisor Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)What does Social Security mean for your clients’ future? In this episode, Jack Martin chats with David Duley, CEO and founder of PlanGap, about the ever-shifting landscape of Social Security and how advisors can help clients navigate these changes. The discussion dives into the implications of the recently signed Social Security Fairness Act and its potential impact on public employees and retirees. Dave shares innovative solutions and strategies designed to protect clients’ financial well-being against political uncertainties, offering insights into how these changes could affect retirement plans. Jack and David discuss: (02:00) Implications of the Soci...

2025-02-2033 min

Breakthrough Advisor Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)Curious about how the latest Social Security reform might impact you or your clients? In this episode, Jack Martin sits down with Mary Beth Franklin, CFP® to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning. They dive into the implications of the windfall elimination provision and the government pension offset repeal, bringing new hope to millions of public employees. Mary discusses: (01:55) The impending changes with the windfall elimination provision and its impact on retired individuals with public pensions (05:00) What the repeal of the government pension offset means f...

2025-01-1334 min

Advisor Mentorship Podcast Roadmap For Success with Tony Sifuentes (Ep. 75)What can independent advisors learn from 20 years of experience? In this episode, Jeremy Houser connects with Tony Sifuentes, the VP Advisor Development Consultant at Simplicity InsurMark, who brings over two decades of experience in the financial services industry. This conversation highlights proven strategies to help advisors maximize their potential, offering fresh insights into business planning, lifelong learning, and embracing new challenges. Jeremy and Tony discuss: The significant impact of guiding lights The importance of being a lifelong learner to adapt and grow The “do it now” attitude crucial for top advisors in execut...

2024-11-1229 min

Advisor Mentorship Podcast From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)Success isn’t just about working harder—it’s about working smarter and knowing when & how to scale. In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Michael Ginsberg, founder of Ginsberg Financial Strategies, who shares his remarkable journey from being a solo advisor to building a thriving team, highlighting the dramatic impact it’s had on his business and personal life. You’ll learn the importance of mindset shift in hiring, the power of a well-crafted recruitment process, and how focusing on high-value activities can lead to significant business growth. They...

2024-10-1541 min

Advisor Mentorship Podcast Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson (Ep. 72)Balancing multiple businesses and a fulfilling personal life is a challenge many entrepreneurs face. How do you manage a thriving career while maintaining a strong family foundation? How do you leverage social media to grow your brand and connect with clients? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Chad Willardson—a five-time bestselling author and manager of $1.2 billion in investments. We’ll dive deep into Chad’s journey from a successful career at Merrill Lynch to founding Pacific Capital, and discover how he balances running multiple businesses with family life. ...

2024-10-0131 min

Breakthrough Advisor Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73)Jack Martin discusses strategies for optimizing retirement income with Mary Beth Franklin. Mary Beth shares advice to help stay ahead in a changing landscape. The post Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73) first appeared on Simplicity InsurMark.

2024-09-3041 min

Breakthrough Advisor Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72)Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling episode of The Breakthrough Advisor™. The post Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72) first appeared on Simplicity InsurMark.

2024-09-1729 min

Breakthrough Advisor Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71)Jack Martin and David Blanchett of PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges. The post Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71) first appeared on Simplicity InsurMark.

2024-09-0430 min

Advisor Mentorship Podcast Institutionalizing Your Business for Long-Term Success with Ken McGee (Ep. 70)The most successful financial advisors in 2024 are laser-focused on one thing above all, and that’s operations. In this installment of the Advisor Mentorship Podcast, host Jeremy Houser welcomes Ken McGee, the COO of Simplicity, for an in-depth discussion on how focusing on operations is transforming entrepreneurial financial advisory practices. Learn about the most critical aspects of institutionalizing your business model, overcoming common challenges, and the recent recapitalization news that’s creating waves in the industry. Ken provides valuable insights into how Simplicity’s proven systems can help your business thrive and grow sustainably, ensuring long-ter...

2024-09-0327 min

Breakthrough Advisor Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70)Jack Martin sits down with Dr. Wade Pfau, to explore developments in annuities, and examine the evolving landscape of retirement income planning. The post Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70) first appeared on Simplicity InsurMark.

2024-08-2829 min

Advisor Mentorship Podcast How to Leverage Volatility in Today’s Market with Tony Barchetto (Ep. 69)Do you think volatility control is too complex or risky to manage? It can feel confusing, but you may reconsider those feelings as new technology continues to change the financial landscape. Join host Jeremy Houser as he chats with Tony Barchetto, Founder and CEO of Salt Financial. Drawing from his extensive experience in senior leadership roles across firms like BATS Global Markets and Knight Capital, Tony shares the innovative approaches Salt Financial employs to aid financial advisors in today’s volatile markets. Get an in-depth understanding of how leveraging advanced data analytics and volatility control mec...

2024-08-2025 min

Advisor Mentorship Podcast From Power Outages to Parenthood: Thriving Through Life’s Curveballs (Ep. 68)How can advisors strike a balance between their career goals and personal responsibilities, especially in challenging times? Join host Jeremy Houser as he shares his personal experiences and insights on managing both professional and family life. In this episode, Jeremy, Vice President at InsurMark, opens up about his recent challenges and how he stayed productive through recent disruptions. From power outages and a new baby to hiring household help and adjusting to a family of five, Jeremy discusses the strategies he used to maintain balance in both areas. Jeremy discusses: Overcoming challenges...

2024-08-0627 min

Advisor Mentorship Podcast Are You Ready For the Truth with Jason Jenkins (Ep. 66)To grow your advisory business, you may actually need to do less, not more. That may sound backwards, but productivity and growth is all about having the right systems and processes in place to save yourself and your team from spending time on busy work and tedious tasks. Join Jeremy Houser, Vice President of InsurMark, as Jason Jenkins, Simplicity’s Executive Vice President of Sales shares insights from his vast experience, including giving Ted Talks, selling his practice, and coaching thousands of advisors over the past 10 years. Follow along to learn how to harness technology, bu...

2024-07-0923 min

Advisor Mentorship Podcast Lessons Learned from a Top Advisors Team (Ep. 65)Looking for ways to elevate your financial advisory practice? Staying in the loop with current industry standards and keeping an eye open for advancements in marketing technologies are key in helping yourself stand out from the crowd. In this episode, Jeremy Houser delves into some of his recent activities while also highlighting the importance of effective communication, systematic processes, and utilizing state-of-the-art financial technology in order to keep your financial advisory practice up to date with current marketing trends. With invaluable lessons from his travels and discussions about previous engaging podcast episodes featuring industry titans...

2024-06-2523 min

Breakthrough Advisor Unlock the Secret to Exceptional Organic Growth (Ep. 64)In an increasingly competitive financial services landscape, many advisors are struggling to maintain a strong and steady growth rate. The challenge often lies in standing out, building strong client relationships, and effectively leveraging available resources and strategies. In this episode, Jack Martin delves into the proven strategies and secrets that have enabled successful advisors to achieve exceptional organic growth. You will gain practical advice on how to differentiate your practice, provide a highly personalized experience, and attract more of your ideal clients! Jack discusses: Key revenue-generating activities you should be focusing on ...

2024-05-2200 min

Advisor Mentorship Podcast Innovative Growth Opportunities For Advisors Right Now (Ep. 62)In an era where technology is dominating new markets every day, one might think that Financial Advisors are next on the chopping block. However, Jeremy Houser’s experience tells a different story. Jump into new growth areas for the financial advising community amidst current economic uncertainties. Explore how inflation, the Federal Reserve’s moves, and economic growth concerns influence investors and advisors. Jeremy shares insights on sticking to proven plans and processes for 2024 while offering advice on how to reach younger generations that will be accumulating a great deal of wealth over the next 20 years. Walk...

2024-05-0730 min

Advisor Mentorship Podcast Building an Effective Succession Plan with Colleen Bowler (Ep. 61)Building a business is tough, but leaving it can be even tougher. In this installment of the Advisor Mentorship Podcast, Jeremy Houser sits down with the distinguished Colleen Bowler, CFP®, who has not only successfully navigated the complexities of building a robust planning firm, Strategic Wealth Planners, but has also championed a seamless succession transition. Throughout her illustrious career, Colleen has accumulated a wealth of accolades as a strategic coach. Listen as she shares insights into achieving a harmonious work-life balance, empowering others to reach their full potential, and how to strengthen client relations. Co...

2024-04-1635 min

Advisor Mentorship Podcast Mastering Your Mindset with Ricky Kalmon (Ep. 60)Ready to grow in 2024? Mindset matters. Join us on the latest installment of the Advisor Mentorship Podcast as Jeremy Houser and special guest Ricky Kalmon delve into the world of mindset mastery. Explore the essential traits of successful sales leaders in 2024 and the importance of differentiation in the advisor space. Discover how mastering your mindset and overcoming limiting beliefs can pave the way for unparalleled success. Ricky and Jeremy discuss: The importance of sleep management and stress reduction to optimize performance and well-being The importance of creating and maintaining healthy habits to promote personal g...

2024-04-0230 min

Advisor Mentorship Podcast Elevating Advisor Productivity: Lessons from The 2024 Founder’s Club Experience (Ep. 59)Don’t just imagine your success, strategize for it and make that dream a reality. In the latest installment of the Advisor Mentorship Podcast, Jeremy Houser reflects on the incredible growth and success his team has experienced this year so far. From reducing the number of advisors in monthly strategy calls to fostering a hyper-focused and value-driven community, Jeremy shares insights into the dedication and progress of these advisors. Jeremy also goes on to share highlights from the most recent Founders’ Club experience in Nashville, which featured impactful speakers like Dr. Kevin Elko, Brittany Hodak, Carl Richards and m...

2024-03-1919 min

Advisor Mentorship Podcast Growing a World-Class Wealth Management Practice With Chris Manske (Ep. 58)In today’s fast-paced financial world, many advisors struggle to focus on what they are experts at and attracting the right client. In this insightful episode, Jeremy Houser sits down with Chris Manske, the innovative mind behind Manske Wealth Management. Together, they delve into the secrets behind the firm’s remarkable success and the strategic approaches that set it apart in the industry. By focusing on systems, learning from errors, and fostering team growth through revenue, Manske Wealth Management exemplifies how a business can thrive while keeping clients’ interests at the forefront. Chris Manske discusses: His...

2024-03-0526 min

Advisor Mentorship Podcast Has Video Officially Killed The Radio Star? with Katie Braden (Ep. 57)In today’s digital age of Google & YouTube, financial advisors continue to face the daunting challenge of standing out among the crowd. This episode of the Advisor Mentorship Podcast provides a treasure trove of insights to harness the power of video marketing to solve just that. Jeremy Houser is joined by Founder of Advisor Video Marketing, Katie Braden, who explains how financial advisors can leverage video content to establish trust, showcase their knowledge, and engage with clients and prospects in a meaningful way. By sharing her personal experiences and success stories of those she’s ment...

2024-02-2024 min

Advisor Mentorship Podcast How To Leverage Life Insurance with Jeremy Bickler, CLU® (Ep. 56)New innovations are making life insurance more accessible! Join us for this episode of The Advisor Mentorship Podcast’, where InsurMark Vice President Jeremy Houser welcomes back Jeremy Bickler from NIW, part of the Simplicity Family. Together they dive into challenges and celebrate successes, particularly spotlighting NIW’s innovative Kaizen life insurance plan. Key Highlights: Discover how federal rate hikes and AG 49 regulations are transforming the insurance industry Learn about the triumph of the Kaizen plan, which excels despite challenges, thanks to technological advancements and extended partnerships Find out about the innovative monthly payme...

2024-02-0623 min

Advisor Mentorship Podcast Ways to Influence in 2024 (Ep. 55)Looking to stay ahead and on top of 2024’s financial advising game? Dive into the future of financial advising with the latest episode of InsurMark’s “Advisor Mentorship Podcast,” featuring Vice President Jeremy Houser. Kicking off with a celebration of their record-breaking achievements in December, Jeremy sets the stage for an engaging exploration of the strategies vital for financial advisors in 2024. Key Discussion Points: Customer Preferences Shift: Understanding the trend towards secure financial products like annuities and life insurance Execution in 2024: The vital role of implementing well-crafted plans in a fav...

2024-01-2314 min

Advisor Mentorship Podcast Innovation & Diligence in Index Selection with Tom Haines (Ep. 54)Is your financial advisory strategy future-proof? Discover innovative strategies in financial advising with insights from Jeremy Houser, AMP host and Vice President of InsurMark, as he engages in a thought-provoking conversation with Tom Haines, EVP of Capital Markets & Index Solution at Annexus. With a background that includes a significant tenure at UBS in New York City, Tom brings a wealth of knowledge to the table, particularly in index annuities and selecting indexes. Key Highlights: The secrets of Annexus’s index selection, where academic insights meet Wall Street ingenuity to revolutionize investing How in...

2024-01-0924 min

Advisor Mentorship Podcast 2023 to 2024: Reflecting and Projecting (Ep. 53)There are new ways to help yourself stand out in the growing landscape of financial advisors. Uncover the secrets with Jeremy Houser, Vice President of InsurMark, in a captivating episode of the Advisor Mentorship Podcast. He explores the essential strategies for advisors to stand out in an increasingly competitive market. Jeremy emphasizes enhancing performance, fostering sustainable business models, and achieving a satisfying work-life balance. Key Highlights: Challenges and Growth in 2023: Jeremy discusses InsurMark’s significant growth alongside his personal challenges, such as balancing a growing family with increased work commitments ...

2023-12-2717 min

Advisor Mentorship Podcast Advisor Mentorship Program: The Evolution of AMP (Ep. 52)How are AMP advisors thriving in today’s market? Join us on an impactful journey with Jeremy Houser, Vice President of InsurMark, as he shares some secrets of Advisor Mentorship Program (AMP). Launched in 2018, AMP has united financial advisors across the U.S. into a thriving community. This episode dives into how AMP reshapes advisors from traditional product sellers to forward-thinking entrepreneurs. Key Points to Spark Your Curiosity: Learn how AMP advisors are integrating financial technology to enhance their strategies Discover the importance of personal relationships and family support in professional success wit...

2023-12-0522 min

Advisor Mentorship Podcast How To 10X Your Success (Ep. 51)Is 10X actually easier than 2X? Join the conversation with Jeremy Houser as he digs into this intriguing concept in this episode of the Advisor Mentorship Podcast. This episode goes beyond typical financial advisory talks, diving into groundbreaking strategies that are reshaping how advisors achieve success and maintain balance in today’s ever-changing world. In this insightful episode, Jeremy dives into topics including: Strategies for expanding your business in a rapidly growing industry The art of delegation and its impact on team growth and profits The transformative role of social media and AI in fin...

2023-11-2119 min

Advisor Mentorship Podcast Dimensional on Fixed Income, Volatility, and Long-Term Investing with Rob Harvey, CFA (Ep. 50)The Advisor Mentorship Podcast has reached a new milestone! 50 Episodes! Milestone episodes deserve milestone guests, which is why this week, Jeremy Houser welcomes Rob Harvey, CFA, Co-Head of Product Specialists and Vice President at Dimensional Fund Advisors. In this special episode, Jeremy and Rob sit together to chat about the work being done at Dimensional for their clients, as well as the importance of long-term thinking and consistency in investment strategies. Additionally, Rob explains Dimensional’s positioning in the fixed income space, the potential for higher yields in markets outside the US, and the importance of...

2023-11-0722 min

Advisor Mentorship Podcast Ascent to Greatness (Ep. 49)In our industry, to excel beyond your competitor, advisors desperately need to transform their practices into businesses and leverage technology and resources to maximize efficiency. In this episode, Jeremy Houser, Vice President at InsurMark discusses the growth potential of the fixed index annuity industry, and the importance of mindset and confidence in achieving success. He shares personal experiences and emphasizes the need to find your unique superpower and have the right team in place. Jeremy discusses: The growth potential of the fixed index annuity industry The importance of mindset and confidence in achieving success Th...

2023-10-2132 min

Advisor Mentorship Podcast Unleashing the Power of InsurMark: Processes Helping Advisors Win Business! (Ep. 48)With the expansion of InsurMark within the Simplicity family and the transition of leadership from Steve Kerns to Jeff Maxey, there have been a number of changes happening to our team that have expanded our insights and learning practices. In this episode, Jeremy Houser details the progression of InsurMark up to date including key financial advice from Shaquille O’Neil that everyone should keep in mind. Jeremy discusses: The transition of leadership at InsurMark The InsurMark team’s strategies for attracting new clients for advisors Leveraging resources provided by InsurMark Building credibility and trust with cli...

2023-10-0319 min

Advisor Mentorship Podcast Why Entrepreneurs Want Simplicity with Bruce Donaldson (Ep. 47)Do you ever think about the power of Simplicity in business? In this episode, Jeremy Houser is joined by Bruce Donaldson, CEO and President of Simplicity Group. They discuss the importance of advisors, creating a positive work culture, differentiating themselves, and achieving work-life balance. Donaldson shares his personal experience with retirement planning and how it inspired him to create a company that better serves its clients. Bruce discusses: Simplicity Group’s philosophy when it comes to wholesale initiatives and supporting independent agents and advisors The importance of simplicity in business practices and the benefits that...

2023-09-1927 min

Advisor Mentorship Podcast The New Administration Has Arrived with Jeff Maxey (Ep. 46)Good leaders are made, not born. In this episode, Jeremy Houser is joined by the new President of InsurMark, Jeff Maxey, to discuss his leadership philosophy, emphasizing the importance of teamwork, removing obstacles, and respecting everyone’s role within the organization. Jeff discusses: His commitment to the success of his team members and how he plans to elevate the grounds at InsurMark The growth he has experienced working with top advisors across the country The company culture at InsurMark and how it has evolved over time How serving and helping others will also help yours...

2023-09-0627 min

Advisor Mentorship Podcast A New Chapter: Discussing a Legacy with Steve Kerns (Ep. 45)It’s the passing of the torch at InsurMark! In this episode, Jeremy Houser is joined by Steve Kerns, the CEO and Founder of InsurMark. Steve announces his new role as the Executive Vice President of Business Relationships at Simplicity Group. As Steve assures that InsurMark will continue to provide excellent service and support to agents and advisors, we walk down memory lane, highlighting our top accomplishments as a team and showing our gratitude for the amazing leader Steve has been over the last 40 years, and will continue to be. Steve discusses: The number of ad...

2023-08-2216 min

Breakthrough Advisor Charting New Paths with Jeff Maxey (Ep. 48)Marking a remarkable milestone, InsurMark recently celebrated its 40th anniversary! And amidst this jubilant occasion, InsurMark also appointed a new president, Jeff Maxey, who is on a mission to help advisors take their businesses to new levels of success. In this episode, Jack Martin interviews Jeff about the major changes he envisions for the company and why it is truly an exciting time for the financial services industry. Jeff discusses: The culture and core values that InsurMark will continue to embrace What collaborative leadership means (and how advisors can benefit from it) ...

2023-08-1615 min

Advisor Mentorship Podcast There Is No “I” In Team with Felicia Turner (Ep. 44)Have you done your homework? Are your papers in order? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by InsurMark’s very own case manager, Felicia Turner. Together they discuss the evolution of the company over the past decade while Felicia emphasizes the importance of completing product training, maintaining a balanced team, and being licensed before writing new business. She also discusses the process of getting funds in and dealing with carriers, staying on top of onboarding paperwork, and highlighting the need for agents to validate the client’s financials and ensur...

2023-08-0936 min

Advisor Mentorship Podcast Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)Are you looking to differentiate yourself from your competitors and create a brand that can endure the ever-changing advisor space? In this episode, Jeremy Houser is joined by Greg DuPont, an estate planning attorney and founder of DuPont Wealth Solutions. Greg emphasizes the use of themes and systems, the importance of a reliable team, and utilizing the coaching he has received from the Advisor Mentorship Program to pave the way for his success. Greg discusses: The challenges he faces in managing expenses and revenue His mission to positively impact one million lives by 2030 How foc...

2023-07-2621 min

Advisor Mentorship Podcast Systems Work People Fail 2.0: Next Steps To Scale Your Business (Ep. 42)As the world has shifted dramatically over the past two years, with virtual appointments becoming the norm, it is essential to stay updated and equipped with the right tools to establish trust and credibility with your clients. In this episode, Jeremy Houser unpacks the details of the Systems Work People Fail 2.0 Webinar. Listen in as Jeremy details what are some of the resources advisors are using to achieve success in the fixed index annuities arena while differentiating themselves within their industry. Jeremy discusses: The significance of the recent Systems Work People Fail 2.0 Webinar and...

2023-07-0522 min

Advisor Mentorship Podcast Taking The Trip: Here’s What To Look Forward To at InsurMark (Ep. 41)As the summer is right around the corner and the shorts come out to play, it is the perfect time to prep the grill and get ready for everything summer. In this episode, Jeremy Houser unveils his plans for the summer. Other than spending quality time with family and flipping those burger buns, Jeremy reveals what’s to come for InsurMark during this sunny season. From education and coaching to InsurMark’s 40th-anniversary celebration and even client appreciation events, listen in and discover ways the firm continues to implement new and improved mentoring, coaching, and marketi...

2023-06-0824 min

Advisor Mentorship Podcast Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40)We all know that the insurance industry is facing challenges in the current market environment, but what are the solutions, and what does the future look like? In this episode, Jeremy Houser speaks with Mitch Anderson, the VP/ Senior Relationship Manager at Athene USA. Mitch talks about Athene’s growth within the annuities space and their portfolio of volatility-controlled indexes. Additionally, Mitch shares the firm’s mission to continue providing innovative product solutions to their clients. Mitch discusses: What you should know about Athene’s partnership with InsurMark The awards that Athene won in 2022 The imp...

2023-05-2330 min

Breakthrough Advisor The Seven Elements To Building A Million-Dollar Business, Part 2 (Ep. 44) As an advisor, you have to be strategic about your marketing. While building brand awareness and value for your target audience is crucial, it’s not everything. In this episode, Jack Martin continues to talk about the elements you need to build a million-dollar business. From defining your niche to lead capture and the concept of funnels, Jack unveils how these elements contribute to growing your business while enhancing the relationship you have with your clients. Jack discusses: How to shift from traditional lead capture to brand awareness Reas...

2023-05-1024 min

Advisor Mentorship Podcast Solidifying Your Golden Years: Navigating Long-Term Care with Jeff Sather (Ep. 39)Over the past 40 years, the team at InsurMark has been helping advisors incorporate annuities and life insurance in their clients’ retirement plans. But that’s not everything. Did you know we also help with asset-based long-term care? In this episode, Jeremy Houser is joined by InsurMark’s asset-based long-term care advisor development consultant, Jeff Sather, to unveil all things long-term care. Advisors — listen in and explore the available holistic options to support your clients during this new phase of life. Jeff discusses: His own experience with long-term care planning The benefits o...

2023-05-0931 min

Advisor Mentorship Podcast The Power of Forecasting & How To Stand Out (Ep. 38)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. Jeremy discusses: 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...

2023-04-2420 min

Advisor Mentorship Podcast The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37)Year by year, the InsurMark team strives to make sure advisors have all kinds of systems and processes in place to grow their businesses while retaining clients and generating new prospects. From proven sales and marketing systems to helping you get there, advisors — you are about to discover the financial wellness resource you need for you and your clients. In this episode, Jeremy Houser is joined by Erik Sussman, the CEO, and founder of the Institute of Financial Wellness (IFW), to unveil the firm’s approach to developing clear, unbiased, engaging, fact-based financial education, resources, and s...

2023-04-0527 min

Advisor Mentorship Podcast A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler (Ep. 36)In an industry as saturated as the financial one, it is easy to be another sheep in the pack and blend in based on similar services and marketing strategies. Thankfully, at InsurMark, the team works with a number of different individuals whose firms are not your typical cookie-cutter business but have unique tools and resources. In this episode, Jeremy Houser is joined by Terry Wheeler from WE Alliance Wealth Advisors, Inc. Terry reveals what separates him and his practice from his industry competitors when it comes to wealth planning, including his more traditional approach to cl...

2023-03-2218 min

Advisor Mentorship Podcast 2023 So Far: Updates & Outlook (Ep. 35)We have some news for you! Jeremy Houser was named 2022 sales employee of the year! And his team played and continues to play a crucial role in his and InsurMark’s success. In this episode, Jeremy shares some current 2023 updates while unveiling the ins and outs of the markets, what to look for, and the tips and tricks advisors need to succeed in this and the years to come. Jeremy discusses: How to appeal to the younger generation The value of building a virtual presence and the right way of influencing others What...

2023-03-0825 min

Advisor Mentorship Podcast Exploring Advisor-Focused Platforms: Introducing Kai-Zen® and ILIA with Jeremy Bickler, CLU® (Ep. 34)As advisors, it is incredibly important to differentiate ourselves from the competition. In 2023, that might look like finding our niche, offering a unique service, or finding a way to create meaningful connections with our clients. While this is a good starting point, there’s more we can do. In this episode, Jeremy Houser is joined by Jeremy Bickler, the VP of Sales for the Central Region at NIW. Jeremy introduces Kai-Zen® and ILIA as two must-know advisor-focused platforms. Listen in as Jeremy details how these digital platforms support advisors in elevating their business and c...

2023-02-2224 min

Advisor Mentorship Podcast Reflecting on 2022 & Building on 2023 with Steve Kerns, Founder and President of InsurMark (Ep. 33)After witnessing a record-breaking year in 2022, the future of InsurMark looks brighter and more inspiring than ever. This week, Jeremy Houser and Steve Kerns, the Founder, and President of InsurMark, sit down to talk about all things InsurMark. From starting in this industry to what’s to come in the future ahead, Steve unpacks 2022 as the firm’s 39th year in business, as well as what to look forward to during their 40th anniversary in 2023. Steve discusses: His and his wife Becky’s motivation to start InsurMark right out of college His definition of purpose ...

2023-02-0932 min

Advisor Mentorship Podcast The Art of Efficiency with Chad Burns (Ep. 32)2023 is the year of speed and efficiency. In this episode, Jeremy Houser is joined by Chad Burns, the chief distribution officer at Aspida. Chad unveils everything you need to know about him and Aspida. He also sheds light on what Aspida does for advisors and their approach to helping you help your clients with all things annuities and retirement planning options from a technology-efficient standpoint. Chad discusses: What makes Aspida different from other Insurance Carriers Some company values that have allowed Aspida to succeed How Aspida’s tech separates them from the competition Some key b...

2023-01-1719 min

Advisor Mentorship Podcast 2023 New Year’s Resolutions with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux (Ep. 30)As this year comes to a close, Jeremy Houser is checking in with his team at InsurMark to celebrate their wins and hear from them. An important part of Jeremy’s team process (that gets them closer as a company) is to review and share the goals and resolutions they have set for themselves going into the new year. And that’s exactly what this week’s episode is all about. Jeremy chats with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux as they reveal how they want to elevate their business in the new ye...

2022-12-1421 min

Advisor Mentorship Podcast 2023 Business Planning: Advisors, Here’s The Advice You Need (Ep. 29)As Thanksgiving slipped through our fingers, December brings in new opportunities to be thankful and discover new relationships with prospects while rekindling old ones. In this episode, Jeremy Houser unveils some December themes as well as business planning considerations for advisors. With 2023 being a year of big changes, listen in and discover how the advisors at InsurMark are focusing on refining their processes and making those important improvements to step into the new year on the right foot. Jeremy discusses: Valuable processes to take forward into 2023 The importance of a pen and paper Some 2022 wins...

2022-12-0719 min

Advisor Mentorship Podcast Man in the Mirror: Reviewing 2022 (Ep. 28)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. Jeremy discusses: Some growth opportunities for the upcoming year Key...

2022-11-1617 min

Advisor Mentorship Podcast Celebrating Big Business Wins with Tim Whisler, CRPC®, CLTC® (Ep. 27)As the third quarter numbers are being finalized, we are excited to announce that Jeremy’s team has already surpassed 2021’s numbers, even with one final quarter left. In this episode, Jeremy Houser speaks with Tim Whisler CRPC®, CLTC® President and Founder of The Whisler Agency. After their annual advisor family reunion trip to Cabo, the advisors at InsurMark left feeling well-equipped and confident in the work that they are doing through engaging with other professionals in the industry. So, get ready to listen to Tim unveil some common business wins he has to share with Jeremy. Ti...

2022-11-0227 min

Advisor Mentorship Podcast The Value of Processes & Systems To Grow Your Business Virtually with Erich Castillo (Ep. 26)Effective management and having systems in place are some of the aspects that Jeremy Houser and his advisors value the most in their business setting. However, going 100% virtual when it comes to marketing is not for everyone. In this episode, Jeremy Houser is joined by financial advisor and founder of Cornerstone Wealth Management, Erich Castillo, to unveil this year’s wins and losses when it comes to business innovation, consistency, and client connection. Erich and Jeremy also shed light on the benefits of incorporating business-oriented online and digital tools. Erich discusses: The impo...

2022-10-1928 min

Advisor Mentorship Podcast Best Practices For The Fourth Quarter with Roger Smith (Ep. 25)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 eac...

2022-09-2821 min

Advisor Mentorship Podcast Wrapping Up The Third Quarter — The Power Of The Pen (Ep. 24)In January, the year ahead seems so long, but suddenly, Labor Day hits, and we look back and realize we are ready to wrap up the third quarter. Throughout the year, there have been some big changes to our industry, allowing advisors to hone their skills to attract prospects and secure new deals. In this episode, Jeremy Houser explains must-know shifts in the advising industry while detailing ways you can use these to your advantage to pull in prospects and create a meaningful bond that will secure client and team loyalty. Jeremy discusses: ...

2022-09-1418 min

Advisor Mentorship Podcast Houser Party of Four — Welcoming Baby Olivia (Ep. 23)After a long-awaited 9 months, Jeremy Houser and his wife Christina are overjoyed to welcome their newborn, Olivia. In this episode, Jeremy talks about everything newborn and how his lifestyle has evolved since becoming the ‘Houser Family of Four.’ Jeremy talks about his career, the steps he is taking for his children, and how he has been able to navigate his business amid the arrival of his daughter. Jeremy discusses: Ways he and his family have adjusted their life and work balance How he has used the help of advisors he trusts to create a sound fi...

2022-08-1021 min

Advisor Mentorship Podcast Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo (Ep. 22)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. Al discusses: The importance of incorporating webinars and video mes...

2022-07-2030 min

Advisor Mentorship Podcast A Mid-Year Review: Here’s How Advisors Can Continue Growing (Ep. 21)While gaining outreach in such a saturated market can be extremely challenging, this year has been very prosperous for advisors. 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. Jeremy dis...

2022-07-0719 min

Advisor Mentorship Podcast Annexus: Your Innovative Annuities & Insurance Solutions Platform with Ron Shurts (Ep. 20)Advisors, it’s no secret that the annuity industry has substantially grown this year. So what better month to discuss annuities than June, which is Annuity Awareness Month? 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. Ron discusses: His beginnings in the financial services...

2022-06-2225 min

Advisor Mentorship Podcast Simplicity Life — Life Insurance Made Simple & Easy with Nathan Jacobson (Ep.19)Often, misinformation leads to a missed opportunity for high returns. Thankfully, we have the knowledge you need to help your clients make an informed decision on their life insurance. 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 w...

2022-06-0823 min

Advisor Mentorship Podcast Creating Impactful Leaders through Greater Connection with Mike Milligan (Ep.18)Connecting a driven mindset with education and effective systems and practices uncovers record-breaking feats. 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. Mike discusses: Ways he is helping his customers during this volatile time How to invest in your business through different strategies to see impactful growth The po...

2022-05-1130 min

Advisor Mentorship Podcast Systems and Processes that are Pushing Advisors (Ep. 17)Advisors face adversities on a daily basis, it is important to learn how to face these challenges with systems and processes to overcome them. 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. Jeremy discusses: The impact Austin Hatch’s message had with advisors from Episode 16 Creating a marketing strategy that supports you and your business model Building client trust in the virtual and in-person setting How Gen X will be reshaping the...

2022-04-2718 min

Advisor Mentorship Podcast Adding Grit to Your Mindset with Austin Hatch (Ep. 16)When faced with adversity, It is up to you to choose a mindset that will drive you towards success. When you establish a greater purpose, your grit will shine through. 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. Austin Hatch discusses: The power of commitment and how it changes his life What G.R.I.T. means and how to apply the mentality Th...

2022-04-1333 min

Advisor Mentorship Podcast Getting Ahead of This Year’s First Quarter with Effective Systems (Ep. 15)Just like that, the first quarter is over. Hard work coupled with effective communication is necessary to build momentum into the rest of the year. 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. Jeremy discusses: What is separating certain advisors from the rest of the pack How to effectively market to y...

2022-03-3022 min

Advisor Mentorship Podcast Leverage Your Mindset with Ricky Kalmon (Ep. 14)Anything successful requires an investment of time and energy. To be that better leader, parent, successful entrepreneur, or whatever your internal goal is, you need to take action on creating a better mindset for your day-to-day activities. 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...

2022-03-1628 min

Advisor Mentorship Podcast Systems Work, People Fail – A Deep Dive For Action (Ep. 13)Success does not happen overnight, but having the systems, processes, confidence and drive can get you to your goal more quickly. 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. Jeremy discusses: What “Systems Work, People Fail” truly means The three key components of an advisor that excel at InsurMar...

2022-03-0221 min

Advisor Mentorship Podcast 12. My Backbone For Success with Christina HouserThe true meaning of success is being able to share goals and achievements with someone you love. In this episode, Jeremy Houser brings on his wife Christina Houser, to take a deep dive into their strong relationship, how they prioritize supporting each other for the success of their family and relationship and the sacrifices they have faced to maintain a strong and healthy family. Jeremy shares his true love and appreciation for Christina and everything she does for the success of their son and relationship. Jeremy and Christina discuss: Their beautiful love story and fa...

2022-02-1627 min

Advisor Mentorship Podcast 11. Making the InsurMark Switch with Michael GinsbergThere is a big difference between treating your financial process as a sales pitch and treating the process as a financial tool with asset classes. Making that change and approaching your practice with ethical and moral insurance practices will shine through your work and allow you to build client trust. In this episode, Jeremy Houser is joined by Michael Ginsberg, CFP®, to discuss Michael’s impressive career journey starting as an attorney to becoming an established CERTIFIED FINANCIAL PLANNER professional. Michael discusses how InsurMark has changed his approach to operations and how the team has allo...

2022-02-0234 min

Advisor Mentorship Podcast 10. Centering your Business Relationships for Longevity with Steve KernsBecoming one of the respected insurance marketing advisory companies in the United States does not happen accidentally. Focusing on building relationships is key to success as an advisor and operating a successful organization. In this episode, Jeremy Houser sits down with Steve Kerns, founder and president of InsurMark. They discuss Steve’s journey as an entrepreneur, the challenges of running a successful insurance distribution business, and how InsurMark has been able to stay profitable and continue to grow even during hard times. Jeremy and Steve discuss: How a sandwich business played a critical role in...

2022-01-1938 min

Advisor Mentorship Podcast 9. Becoming an Expert to Create Solutions With Chad OwenTo shift from taking orders to creating a solution process as a financial advisor means you need to change your approach at work. In this episode, Jeremy Houser talks with Chad Owen, annuity sales coach and founder of Retirement Realized Agents Academy (also known as InsurMark Sales Success Academy). They discuss how his mentorship program can improve an advisor’s annual annuity average, the critical habit changes that allow you to improve, and how you can effectively leverage marketers to grow your business. Chad Owen discusses: Secrets that have helped him write over $220 Million of...

2022-01-0528 min

Advisor Mentorship Podcast 8. Learn from the Present and Set Goals for 2022Just like that, another year has passed. Have you been able to persevere and come out on top of your goals as a financial advisor? In this episode, Jeremy Houser sits down to discuss the successful year he and his team have had, how they were able surpass their goals, and discuss critical plans for the future that hopefully drive success for his team and audience. Jeremy discusses: How Jeremy’s advisors were able to exceed their goals in climate of 2021 How appropriate use of technology has given advisors the upperhand to supp...

2021-12-2215 min

Breakthrough Advisor 27. How Annuities Let Americans Enjoy a Secure Retirement with Michelle RichterSo, your client has just retired. They’ve waited a long time for this, and they’re ready to enjoy it. But, in the back of their mind, they might have a lingering worry about potentially running out of money. How can you as their advisor help them overcome this fear and live out their retirement with confidence? In this episode, Jack Martin sits down with Michelle Richter, the founder of Fiduciary Insurance Services, LLC. Together, they discuss the state of the financial industry, how the government is making retirement security a focus, and op...

2021-12-0129 min

Advisor Mentorship Podcast 7. A Life Time® of Fitness and Health With Bryce MorrisDo you find walking into the gym to be intimidating for you? We get it. Virtual fitness training offered by Life Time® might just be for you. In this episode, Jeremy Houser talks with Bryce Morris, a group fitness training coordinator at Life Time Inc. Bryce shares tips for staying physically fit, how systems and processes have helped him during his career and how he is helping clientele get in shape. Bryce discusses: The success he has found over the years while working at Life Time Inc. What the alpha program is––and the...

2021-11-2326 min

Breakthrough Advisor What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner (Ep. 26)Advisors, what do you expect from your website? In this episode, Jack Martin speaks with Graham Turner, the CEO of Advisor Websites, to dig into the elements of advisor websites. With valuable advice for financial advisors heading into 2022, Graham helps you better understand what you should expect from your website and why advisor websites aren’t for everyone. Plus, Graham discusses the power of fintech and the reasons why some people prefer interacting with financial technology over Facebook or YouTube. Graham discusses: Fintech versus YouTube and Facebook: The impact of fintech over th...

2021-11-1728 min

Advisor Mentorship Podcast 6. The Process of Building Familiarity and Trust With Al CaicedoIn the last year, many advisors have tried to adapt to the virtual world to conduct their business. But it is not as easy as it may seem. You have to build out a parallel world and understand the nuances of what’s going on. In this episode, Jeremy Houser speaks with Al Caicedo, president and owner of CKS Summit Group. Al shares how the dynamics of marketing has changed for advisors, how he helps coach advisors across the country, and what challenges advisors are facing in the market. Al discusses: The bigg...

2021-11-1040 min

Advisor Mentorship Podcast 5. Service Oriented Mindset as an Advisor with Roger SmithIt is important to constantly be striving to improve your business processes to serve your customers with a service-oriented mindset. In this episode, Jeremy Houser speaks with Roger Smith, president at Roger Smith Agency to share the processes that he is utilizing for business success in the area of Waynesboro, Tennessee. Roger discusses the challenges that his business has faced over the past year, and how his processes have helped him to continue to succeed. Roger discusses: How his business stands out from traditional P&C shops Three challenges his business has faced this y...

2021-10-2731 min

Advisor Mentorship Podcast 4. How Are You Measuring Your Value?How do your practices compare to the most successful advisors? Do you know what top advisors are doing in order to see growth and success? You can get your business to the next level with systems and processes that have proven they work and bring results for other advisors. In this episode, Jeremy Houser teaches you about his value engineering process, and how he uses this to help his advisors see growth. Jeremy shares the importance of reflecting on the numbers to ensure that you are reaching your goals, and explains how to work this...

2021-10-1317 min

Advisor Mentorship Podcast 3. The Independent Advisor: AMP sit down with TimIf you’re open to new ideas and looking to move your business forward, that’s the first step in making positive change happen in your business. In this episode, Jeremy Houser speaks with Tim Whisler CRPC®, CLTC® president and founder of The Whisler Agency. Tim shares his direct experiences in the Advisor Mentorship Program and how he has been able to utilize the system to grow his business. Tim discusses: Why the past year was a record year for his business Resources that are helping him double his business in 2021 Two challenges he struggl...

2021-09-2924 min

Advisor Mentorship Podcast 2. Gravitate Towards Business Growth with Proven Processes and SystemsJeremy Houser is a seasoned veteran of the financial services industry who has worked with some of the top advisors over the past decade. In that time he has learned that processes and systems are key to establishing success in growing your business. In this episode, Jeremy Houser shares some of the processes his advisors have learned and implemented at InsurMark. He also discusses how he began educating advisors to implement systems and processes into their practices in order to grow and succeed with the Advisor Mentorship Program (AMP). Jeremy discusses: Why adv...

2021-09-1519 min

Breakthrough Advisor Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® (Ep. 25)Every advisor wants to find better tax planning solutions for their clients. Are you one of them? In this episode, Kevin Lozer, co-founder of Holistiplan, joins Jack Martin to share everything you need to know about Holistiplan. Kevin reveals how this tool allows advisors and clients to develop a comprehensive and efficient tax planning strategy. Kevin discusses: How his time as a financial advisor helped pave the way for starting Holistiplan How Holistiplan helps advisors better serve their clients Ways to approach the “when should I claim my social security?” question How inno...

2021-09-0822 min

Advisor Mentorship Podcast 1. Meet Your Host, Jeremy HouserSystems work, people fail. In today’s crowded marketplace, advisors must find a way to differentiate themselves from the competition. Introducing the Advisor Mentorship Podcast – Processes and Systems for the 21st Century Advisor with your host, Jeremy Houser! In this inaugural episode, get to know Jeremy Houser, as he shares his specialty in the financial space, some facts about himself and who he is outside of the office, and how he stays on track in the financial industry. Jeremy discusses: Who he serves in the industry and what his speciality is A motto...

2021-08-3119 min

Breakthrough Advisor The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland (Ep. 24)Advisors, think about your conversations with clients. Are you looking to tackle those conversations differently? Perhaps a data-driven approach can enable you to better serve and meet your clients’ needs. This week, CANNEX’s Tamiko Toland joins Jack Martin to highlight the disconnect between advisors and consumers around annuities. Tamiko explains how gen X and baby boomers feel about annuities while revealing how advisors can access valuable tools to efficiently serve clients. Tamiko discusses: The disconnect between what consumers and advisors think about annuities Why advisors should be open to havin...

2021-08-2532 min

Breakthrough Advisor How To Achieve Objective Index Ratings and Forecasts with Laurence Black from The Index Standard® (Ep. 23)Subscribe How do you, as an advisor or investment professional, select the best products for your clients? Have you thought about what makes clients believe that you are always looking out for their best interest? In this episode, Laurence Black takes a deep dive into everything The Index Standard® is about and how it can help you strengthen your client services. Laurence highlights how his organization provides advisor-related unbiased index ratings and forecasts and breaks down how these elements act as resources to support client investment decisions according to their individual goals. ...

2021-08-0428 min

Breakthrough Advisor Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes (Ep. 19)Did you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors? Discover how you can encourage your clients to broach this subject with you as their trusted advisor in this week’s conversation with Genivity’s founder and CEO, Heather Holmes. Heather explains how Genevity uses a scientific and health approach to develop personalized financial and longevity projections for advisors based on clients’ lifestyle and goals. Heather discusses: The tools and techniques used to create financial and longevity projections for clients How advisors and their c...

2021-06-0935 min

Breakthrough Advisor How To Develop Your Client Experience Comeback Plan — With Julie Littlechild (Ep. 18)As an advisor, client experience is a crucial piece of your practice. But what does it mean to deliver a great client experience and how do we evolve client experience going forward? Explore this and more in today’s episode with Absolute Engagement’s CEO and founder, Julie Littlechild. Julie explains how she helps advisors craft a plan according to their needs to enhance client input, communication, and the overall client experience. In this episode, you will learn: Why advisors need to make sure clients are communicating their needs and expectations Julie’s advice for enha...

2021-03-1720 min

Breakthrough Advisor Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA (Ep. 17)Subscribe Advisors, how are you helping your clients protect their retirement savings from unnecessary taxation? In today’s episode of The Breakthrough Advisor, join Ed Slott as he reveals ways he’s helping advisors lower their clients’ tax bill and protect what is likely clients’ biggest savings area. Ed highlights how his education and training programs enhance the planning experience for financial advisors, their practice, and clients alike. In this episode, you will learn: What advisors need to know about taxes right now Communication and knowledge as two main client-advisor relationship components How Ed’s training prog...

2021-03-0332 min

Breakthrough Advisor How to Step Up Your Online Marketing Game — With Robert Sofia (Ep. 16)Subscribe As an advisor, how can you better incorporate marketing and business technology solutions into your practice? Find out in this episode of The Breakthrough Advisor with Snappy Kraken CEO and chairman, Robert Sofia! Robert details Snappy Kraken’s marketing automation and online advertising approach, which is specifically designed to help financial advisors create meaningful connections and attain better prospects. In this episode, you’ll learn: About Snappy Kraken’s automated marketing growth program for advisors How the firm’s Catalyst program helps financial professionals kick-start their marketing process and presence Why advisors s...

2021-01-1528 min

Breakthrough Advisor How‌ ‌Q4‌ ‌Can‌ ‌Make‌ ‌Your‌ ‌2020‌ ‌—‌ ‌With‌ ‌Jeff‌ ‌Maxey‌ ‌and‌ ‌Jack‌ ‌Martin‌ ‌(Ep. 13)Subscribe InsurMark believes that advisors should be continually upgrading their marketing strategies. This year, this belief has become more important than ever. In this episode, join Jeff Maxey and Jack Martin as they discuss their recent webinar, How Q4 Makes Your 2020. Together, they reveal key ways advisors can improve their client-advisor relationships and share strategies … Continue reading Episode‌ ‌13‌ ‌–‌ ‌How‌ ‌Q4‌ ‌Can‌ ‌Make‌ ‌Your‌ ‌2020‌ ‌—‌ ‌With‌ ‌Jeff‌ ‌Maxey‌ ‌and‌ ‌Jack‌ ‌Martin‌ ‌ ‌ →

2020-11-0430 min

Breakthrough Advisor Are You Building a Sustainable 21st-Century Retirement Planning Business? (Ep. 2)Subscribe Do you know how to build a sustainable business that creates long-lasting value and a highly personalized experience for your clients? In this episode of The Breakthrough Advisor, InsurMark vice president Jeff Maxey uncovers what InsurMark is doing to help advisors digitally transform and create sustainable 21st-century retirement planning businesses. In this episode, you will … Continue reading Episode 2: Are You Building a Sustainable 21st-Century Retirement Planning Business? →

2020-05-0625 min

Breakthrough Advisor SPECIAL UPDATE: COVID-19In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. Tune in now to learn how the markets are being affected... The post SPECIAL UPDATE: COVID-19 first appeared on Simplicity InsurMark.

2020-04-2900 min

Breakthrough Advisor 3 Trends That Are Forever Changing the Advisor Landscape (Ep. 1)Subscribe Are you equipped to be the resource your clients need in the 21st century? In this episode, Steve Kerns, president and founder of InsurMark, uncovers three irreversible trends that are pushing advisors to adapt or die. Steve also explains how an ADO can help advisors build sustainable businesses and become an invaluable resource to their … Continue reading Episode 1 – 3 Trends That Are Forever Changing the Advisor Landscape →

2020-04-2225 min