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Are You Ready For the Truth with Jason Jenkins (Ep. 66)
To grow your advisory business, you may actually need to do less, not more.
That may sound backwards, but productivity and growth is all about having the right systems and processes in place to save yourself and your team from spending time on busy work and tedious tasks.
Join Jeremy Houser, Vice President of InsurMark, as Jason Jenkins, Simplicity’s Executive Vice President of Sales shares insights from his vast experience, including giving Ted Talks, selling his practice, and coaching thousands of advisors over the past 10 years. Follow along to learn how to harness technology, build a defined process, and adopt strategies that can drive exponential growth for your advisory practice.
Jeremy and Jason discuss:
Resources:
Connect With Jason Jenkins:
Book Time with Jeremy Houser:
Connect with Jeremy Houser:
About Our Guest:
Jason Jenkins serves as Simplicity’s Executive Vice President of Sales. Jason is responsible for directing and overseeing the planning, development, and implementation of the Group’s sales and marketing strategy. He is also the founder of AssetLock®, the Group’s proprietary portfolio communication system. Prior to founding AssetLock® and joining Simplicity, Jason was an independent investment advisor and maintains his life and health insurance licenses.
3688201-0724B
FOR FINANCIAL PROFESSIONAL USE ONLY.
NOT FOR PUBLIC DISTRIBUTION.
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By Simplicity InsurMark
5
33 ratings
To grow your advisory business, you may actually need to do less, not more.
That may sound backwards, but productivity and growth is all about having the right systems and processes in place to save yourself and your team from spending time on busy work and tedious tasks.
Join Jeremy Houser, Vice President of InsurMark, as Jason Jenkins, Simplicity’s Executive Vice President of Sales shares insights from his vast experience, including giving Ted Talks, selling his practice, and coaching thousands of advisors over the past 10 years. Follow along to learn how to harness technology, build a defined process, and adopt strategies that can drive exponential growth for your advisory practice.
Jeremy and Jason discuss:
Resources:
Connect With Jason Jenkins:
Book Time with Jeremy Houser:
Connect with Jeremy Houser:
About Our Guest:
Jason Jenkins serves as Simplicity’s Executive Vice President of Sales. Jason is responsible for directing and overseeing the planning, development, and implementation of the Group’s sales and marketing strategy. He is also the founder of AssetLock®, the Group’s proprietary portfolio communication system. Prior to founding AssetLock® and joining Simplicity, Jason was an independent investment advisor and maintains his life and health insurance licenses.
3688201-0724B
FOR FINANCIAL PROFESSIONAL USE ONLY.
NOT FOR PUBLIC DISTRIBUTION.