Advisor Mentorship Podcast

Advisor Mentorship Podcast

Latest Episodes

Taking The Trip: Here’s What To Look Forward To at InsurMark (Ep. 41)
June 08, 2023

As the summer is right around the corner and the shorts come out to play, it is the perfect time to prep the grill and get ready for everything summer. In this episode, Jeremy Houser unveils his pla

Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40)
May 23, 2023

We all know that the insurance industry is facing challenges in the current market environment, but what are the solutions, and what does the future look like? In this episode, Jeremy Houser speaks wi

Solidifying Your Golden Years: Navigating Long-Term Care with Jeff Sather (Ep. 39)
May 09, 2023

Over the past 40 years, the team at InsurMark has been helping advisors incorporate annuities and life insurance in their clients retirement plans. But thats not everything. Did you know we also hel

The Power of Forecasting & How To Stand Out (Ep. 38)
April 24, 2023

The first quarter of 2023 has brought nothing but success to Jeremy Houser and his team at InsurMark. But it doesnt stop there. From human connections to financial technology, marketing, and coaching

The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37)
April 05, 2023

Year by year, the InsurMark team strives to make sure advisors have all kinds of systems and processes in place to grow their businesses while retaining clients and generating new prospects. From pro

A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler (Ep. 36)
March 22, 2023

In an industry as saturated as the financial one, it is easy to be another sheep in the pack and blend in based on similar services and marketing strategies. Thankfully, at InsurMark, the team works

2023 So Far: Updates & Outlook (Ep. 35)
March 08, 2023

We have some news for you! Jeremy Houser was named 2022 sales employee of the year! And his team played and continues to play a crucial role in his and InsurMarks success. In this episode, Jeremy sha

Exploring Advisor-Focused Platforms: Introducing Kai-Zen® and ILIA with Jeremy Bickler, CLU® (Ep. 34)
February 22, 2023

As advisors, it is incredibly important to differentiate ourselves from the competition. In 2023, that might look like finding our niche, offering a unique service, or finding a way to create meaningf

Reflecting on 2022 & Building on 2023 with Steve Kerns, Founder and President of InsurMark (Ep. 33)
February 09, 2023

After witnessing a record-breaking year in 2022, the future of InsurMark looks brighter and more inspiring than ever. This week, Jeremy Houser and Steve Kerns, the Founder, and President of InsurMark,

The Art of Efficiency with Chad Burns (Ep. 32)
January 17, 2023

2023 is the year of speed and efficiency. In this episode, Jeremy Houser is joined by Chad Burns, the chief distribution officer at Aspida. Chad unveils everything you need to know about him and Aspi