January 05, 2022

9. Becoming an Expert to Create Solutions With Chad Owen

28 minutes

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 your business.

Chad Owen discusses:

Secrets that have helped him write over $220 Million of FIA business in his career

Why his mentorship program is important for financial professionals and the succession of their business and peers

How to become a $5 Million, $10 Million, $20 Million dollar FIA producer

How to improve your key metrics through effective education and industry awareness

The number one thing to do as an advisor is to provide a solution and gain confidence from your clients

What you should expect from your marketer to assist and grow your business

And more

Resources:

InsurMark Sales Success Academy

Retirement Realized Agent: Caleb North

Connect With Chad Owen:

LinkedIn: Chad Owen

InsurMark Sales Success Academy

Connect With Jeremy Houser:

713-808-8548

[email protected]

Advisor Mentorship Program

InsurMark

LinkedIn: Jeremy Houser

About Our Guest:

Chad Owen, The Annuity Sales Coach, has written over $220,000,000 in personal annuity production since 2008 as a solo annuity producer and licensed insurance agent. He takes average agents and helps them become elite producers through a solution based approach to selling. He is one of the most successful solo annuity producers in the entire industry and now is set on helping agents defy the odds and find massive success and freedom in their lives.

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