Episodes

It 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...

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 y...

If 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...

Jeremy 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 succee...

Systems 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: ...