Ready to grow in 2024? Mindset matters.

Join us on the latest installment of the Advisor Mentorship Podcast as Jeremy Houser and special guest Ricky Kalmon delve into the world of mindset mastery. Explore the essential traits of successful sales leaders in 2024 and the importance of differentiation in the advisor space. Discover how mastering your mindset and overcoming limiting beliefs can pave the way for unparalleled success.

Ricky and Jeremy discuss: 

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About Our Guest:

Ricky Kalmon is a mindset expert, motivational speaker, and celebrity hypnotist who delivers high-energy and motivational keynote programs. His programs are inspirational and offer compelling, applicable tools anyone can use in personal and professional development. Kalmon reveals how our mindset can be the greatest tool in achieving new heights, reducing stress, and increasing productivity and potential. 

Ricky Kalmon’s mindset message and techniques will change the way you live, work, and think. Kalmon works with Fortune 500 companies, sales teams, leaders, executives, and sports teams, teaching them how to reinforce their thoughts and beliefs to enhance their results. By creating awareness of your thoughts, Kalmon reveals how to enhance your mindset to eliminate doubt and ignite your positive intentions. 

Through his programs, thousands have changed their world by changing the way they think. In addition, he has made numerous special guest appearances on ESPN, Disney, Hallmark Channel, Fox, FX, E, HLN/CNN, TV Guide and Comedy Central. Ricky Kalmon delivers top rated corporate entertainment and mindset motivational keynote programs for corporate events, meetings and special events.

Don’t just imagine your success, strategize for it and make that dream a reality. 

In the latest installment of the Advisor Mentorship Podcast, Jeremy Houser reflects on the incredible growth and success his team has experienced this year so far. From reducing the number of advisors in monthly strategy calls to fostering a hyper-focused and value-driven community, Jeremy shares insights into the dedication and progress of these advisors. Jeremy also goes on to share highlights from the most recent Founders’ Club experience in Nashville, which featured impactful speakers like Dr. Kevin Elko, Brittany Hodak, Carl Richards and more.

Jeremy discusses:

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In today’s fast-paced financial world, many advisors struggle to focus on what they are experts at and attracting the right client.

In this insightful episode, Jeremy Houser sits down with Chris Manske, the innovative mind behind Manske Wealth Management. Together, they delve into the secrets behind the firm’s remarkable success and the strategic approaches that set it apart in the industry. By focusing on systems, learning from errors, and fostering team growth through revenue, Manske Wealth Management exemplifies how a business can thrive while keeping clients’ interests at the forefront.

Chris Manske discusses: 

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About Our Guest:

Christopher Manske, CFP® is on a mission to improve finance for everyone. A United States Military Academy graduate, he left the Army as a captain, joined Merrill Lynch, and grew his investment group so fast that he was selected to help create and deliver financial training nationwide. He founded Manske Wealth Management in 2012 and his firm has been repeatedly recognized by Financial Advisor Magazine as one of the nation’s largest investment firms.  

In 2020, Chris published his first book The Prepared Investor, which guides investors as to what to do in a crisis. His second book, Outsmart the Money Magicians, recently published with McGraw Hill, warns investors not to allow what he calls “lifestyle creep” to impede wealth accumulation and explains how investors are often too focused on reducing their tax burden when they should be focused on accumulating wealth. 

In 2023, Advisor Hub magazine listed Chris Manske as one of the fastest-growing investment advisors in the country. Manske’s thoughts can be seen in The Wall Street Journal, Texas Monthly, Forbes, Yahoo! Finance, and many more.  He’s been a keynote speaker for the AARP and his team has addressed many major companies like Microsoft, IBM, Exxon, Boeing, and GE.  

For over twenty years, he’s been married to a Texas Aggie named Jessica and together they raise four daughters.

In today’s digital age of Google & YouTube, financial advisors continue to face the daunting challenge of standing out among the crowd.

This episode of the Advisor Mentorship Podcast provides a treasure trove of insights to harness the power of video marketing to solve just that.

Jeremy Houser is joined by Founder of Advisor Video Marketing, Katie Braden, who explains how financial advisors can leverage video content to establish trust, showcase their knowledge, and engage with clients and prospects in a meaningful way. By sharing her personal experiences and success stories of those she’s mentored, Katie illustrates how overcoming common hurdles like imposter syndrome and low engagement can lead to significant growth and a robust online presence. Also, get a sneak peek into Katie’s 12-week workshop designed to equip advisors with the skills needed to produce captivating video content and exude confidence on camera.

Katie discusses:

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About Katie Braden:

Katie Braden, CFP® and Founder and Chief Video Officer of Advisor Video Marketing is bullish on the power of authentic video. She loves working with advisors to help them improve their virtual meeting setup, build confidence on camera and use video to grow their brand, attract more of their ideal clients and better communicate with existing clients. 

Katie is also a Private Pilot and loves the freedom of the skies, whether flying herself or traveling around the world with her husband, who is a professional pilot. She can otherwise be found at home in Las Vegas, NV with two adorable kittens, Pepper and Acorn.

New innovations are making life insurance more accessible! 

Join us for this episode of The Advisor Mentorship Podcast’, where InsurMark Vice President Jeremy Houser welcomes back Jeremy Bickler from NIW, part of the Simplicity Family. Together they dive into challenges and celebrate successes, particularly spotlighting NIW’s innovative Kaizen life insurance plan.

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About Our Guest:

Jeremy Bickler is VP of Sales for the Central Region at NIW. He brings over 20 years of industry experience, working across multiple areas of the business. While life insurance is his passion and focus, he has marketed and sold annuities, asset-based LTC, and disability. Jeremy has worked as an external wholesaler for multiple top-rated insurance carriers and is the former owner of an IMO where he presided over the life insurance division. In his current role at NIW, he assists IMOs in implementing Kai-Zen® and other premium finance strategies into their business. He also trains IMO sales staff and individual agents on using leveraged IUL for estate planning and supplemental income solutions. 

Looking to stay ahead and on top of 2024’s financial advising game?

Dive into the future of financial advising with the latest episode of InsurMark’s “Advisor Mentorship Podcast,” featuring Vice President Jeremy Houser. Kicking off with a celebration of their record-breaking achievements in December, Jeremy sets the stage for an engaging exploration of the strategies vital for financial advisors in 2024.

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Is your financial advisory strategy future-proof?

Discover innovative strategies in financial advising with insights from Jeremy Houser, AMP host and Vice President of InsurMark, as he engages in a thought-provoking conversation with Tom Haines, EVP of Capital Markets & Index Solution at Annexus. With a background that includes a significant tenure at UBS in New York City, Tom brings a wealth of knowledge to the table, particularly in index annuities and selecting indexes.

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About Tom Haines:

Tom leads the index diligence and selection process at Annexus and coordinates the firm’s relationships with asset managers, academic experts, and investment banks. He also plays a pivotal role at Annexus Retirement Solutions, working closely with insurers and asset managers. Prior to Annexus, Tom led Equity Solutions Structuring at UBS Investment Bank and has a rich history in financial markets, including roles at BNP Paribas and NYSE Group. A member of FINRA’s Investment Management Committee and a holder of a bachelor’s degree in Quantitative Finance from James Madison University, Tom’s expertise is well-recognized in the industry.

There are new ways to help yourself stand out in the growing landscape of financial advisors.

Uncover the secrets with Jeremy Houser, Vice President of InsurMark, in a captivating episode of the Advisor Mentorship Podcast. He explores the essential strategies for advisors to stand out in an increasingly competitive market. Jeremy emphasizes enhancing performance, fostering sustainable business models, and achieving a satisfying work-life balance.

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How are AMP advisors thriving in today’s market? 

Join us on an impactful journey with Jeremy Houser, Vice President of InsurMark, as he shares some secrets of Advisor Mentorship Program (AMP). Launched in 2018, AMP has united financial advisors across the U.S. into a thriving community. This episode dives into how AMP reshapes advisors from traditional product sellers to forward-thinking entrepreneurs.

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Is 10X actually easier than 2X? 

Join the conversation with Jeremy Houser as he digs into this intriguing concept in this episode of the Advisor Mentorship Podcast. This episode goes beyond typical financial advisory talks, diving into groundbreaking strategies that are reshaping how advisors achieve success and maintain balance in today’s ever-changing world.

In this insightful episode, Jeremy dives into topics including:

Don’t miss out on this episode, which offers more than advice – it’s a roadmap to transforming your advisory practice.

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