Episodes

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 ...

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 ...

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, g...

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 t...

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 im...

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 secu...

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 ...

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 disc...

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 tr...

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 y...

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 untime...

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 t...

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 mod...

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...

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 certa...

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 h...

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 “Syst...

The 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 ...

There 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 ...

Becoming 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 c...

To 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 ...

Just 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 giv...

Do 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 ...

In 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 discusse...