Advisor Mentorship Podcast

Advisor Mentorship Podcast

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.

Episodes

March 19, 2024 19 mins
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 …

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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 …

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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 …

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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 …

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January 23, 2024 14 mins
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 …

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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 …

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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 …

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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 …

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November 21, 2023 19 mins
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 …

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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 …

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October 21, 2023 32 mins
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 …

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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 …

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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 …

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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 …

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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 …

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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, …

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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 …

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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 …

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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 …

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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 …

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