Advisor Mentorship Podcast

Jeremy Houser

Systems work, people fail. In today’s crowded marketplace, advisors must find a way to differentiate themselves from the competition. Learn how to elevate your game and accomplish incredible feats as Jeremy Houser teaches you proven systems and processes to successfully build a 21st century advisory practice, and discover how developing a work-life balance is not only possible but achievable. read less
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Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40)
23-05-2023
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 … Continue reading Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40) →
Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40)
23-05-2023
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 … Continue reading Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40) →
Solidifying Your Golden Years: Navigating Long-Term Care with Jeff Sather (Ep. 39)
09-05-2023
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 … Continue reading Solidifying Your Golden Years: Navigating Long-Term Care with Jeff Sather (Ep. 39) →
The Power of Forecasting & How To Stand Out (Ep. 38)
24-04-2023
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 … Continue reading The Power of Forecasting & How To Stand Out (Ep. 38) →
The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37)
05-04-2023
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 … Continue reading The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37) →
A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler (Ep. 36)
22-03-2023
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.  … Continue reading A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler (Ep. 36) →
2023 So Far: Updates & Outlook (Ep. 35)
08-03-2023
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 … Continue reading 2023 So Far: Updates & Outlook (Ep. 35) →
Exploring Advisor-Focused Platforms: Introducing Kai-Zen® and ILIA with Jeremy Bickler, CLU® (Ep. 34)
22-02-2023
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 … Continue reading Exploring Advisor-Focused Platforms: Introducing Kai-Zen® and ILIA with Jeremy Bickler, CLU® (Ep. 34) →
Reflecting on 2022 & Building on 2023 with Steve Kerns, Founder and President of InsurMark (Ep. 33)
09-02-2023
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 … Continue reading Reflecting on 2022 & Building on 2023 with Steve Kerns, Founder and President of InsurMark (Ep. 33) →
The Art of Efficiency with Chad Burns (Ep. 32)
17-01-2023
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 … Continue reading The Art of Efficiency with Chad Burns (Ep. 32) →
Wellness Is The Wealth with Stevyn Guinnip (Ep. 31)
03-01-2023
Wellness Is The Wealth with Stevyn Guinnip (Ep. 31)
When it comes to financial well-being, most people immediately think about creating a financial plan, saving up for their retirement, and being able to enjoy their golden years after the hustle is over. What they don’t realize is that without physical well-being, those golden years might be overshadowed by a number of health problems, throwing … Continue reading Wellness Is The Wealth with Stevyn Guinnip (Ep. 31) →
2023 New Year’s Resolutions with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux (Ep. 30)
14-12-2022
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 … Continue reading 2023 New Year’s Resolutions with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux (Ep. 30) →
2023 Business Planning: Advisors, Here’s The Advice You Need (Ep. 29)
07-12-2022
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 … Continue reading 2023 Business Planning: Advisors, Here’s The Advice You Need (Ep. 29) →
Man in the Mirror: Reviewing 2022 (Ep. 28)
16-11-2022
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 … Continue reading Man in the Mirror: Reviewing 2022 (Ep. 28) →
Celebrating Big Business Wins with Tim Whisler, CRPC®, CLTC® (Ep. 27)
02-11-2022
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 … Continue reading Celebrating Big Business Wins with Tim Whisler, CRPC®, CLTC® (Ep. 27) →
The Value of Processes & Systems To Grow Your Business Virtually with Erich Castillo (Ep. 26)
19-10-2022
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 … Continue reading The Value of Processes & Systems To Grow Your Business Virtually with Erich Castillo (Ep. 26) →
Best Practices For The Fourth Quarter with Roger Smith (Ep. 25)
28-09-2022
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 … Continue reading Best Practices For The Fourth Quarter with Roger Smith (Ep. 25) →
Wrapping Up The Third Quarter — The Power Of The Pen (Ep. 24)
14-09-2022
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 … Continue reading Wrapping Up The Third Quarter — The Power Of The Pen (Ep. 24) →
Houser Party of Four — Welcoming Baby Olivia (Ep. 23)
10-08-2022
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 … Continue reading Houser Party of Four — Welcoming Baby Olivia (Ep. 23) →
Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo (Ep. 22)
20-07-2022
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 … Continue reading Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo (Ep. 22) →
A Mid-Year Review: Here’s How Advisors Can Continue Growing (Ep. 21)
07-07-2022
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 … Continue reading A Mid-Year Review: Here’s How Advisors Can Continue Growing (Ep. 21) →