Advisor Mentorship Podcast

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 …

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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 …

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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 …

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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 …

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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, …

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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 …

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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 …

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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 …

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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 …

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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 …

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