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

Recent Episodes

Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40)

Posted May 23, 2023 • 00:30:05

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...

Solidifying Your Golden Years: Navigating Long-Term Care with Jeff Sather (Ep. 39)

Posted May 9, 2023 • 00:31:30

Over the past 40 years, the team at InsurMark has been helping advisors incorporate annuities and life insurance in their clients’ retirement plans.

But...

The Power of Forecasting & How To Stand Out (Ep. 38)

Posted April 24, 2023 • 00:20:34

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...

The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37)

Posted April 5, 2023 • 00:27:28

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...

A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler (Ep. 36)

Posted March 22, 2023 • 00:18:13

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,...