As the third quarter numbers are being finalized, we are excited to announce that Jeremy’s team has already surpassed 2021’s numbers, even with one final quarter left. 

In this episode, Jeremy Houser speaks with Tim Whisler CRPC®, CLTC® President and Founder of The Whisler Agency. After their annual advisor family reunion trip to Cabo, the advisors at InsurMark left feeling well-equipped and confident in the work that they are doing through engaging with other professionals in the industry. So, get ready to listen to Tim unveil some common business wins he has to share with Jeremy. 

Tim discusses: 

• Key business nuggets he has gained from talking with other advisors during his  time in Cabo
  
• Ways Tim has been able to double his business in a one-year timeframe 
  
• Advice for advisors looking to connect with prospects online to see results
  
• Reasons consistency is key
  
• The power of ‘writing things down’
  
• Podcasts and how they work as a tool to expand your network and build credibility 
  
• Why he chose to work with InsurMark 
  
• And more!
  

Resources:

• The Independent Advisor: AMP sits down with Tim Whisler (Ep. 3)
  
• Whisler While You Retire Podcast
  

Connect with Tim Whisler:

• LinkedIn: Tim Whisler
  
• The Whisler Agency
  

Book Time with Jeremy Houser:

• Schedule a Call
  

Connect with Jeremy Houser:

• 713-808-8548
  
• jhouser@insurmark.net
  
• Advisor Mentorship Program
  
• InsurMark
  
• LinkedIn: Jeremy Houser
  

About Our Guest:

Tim Whisler is the president and founder of The Whisler Agency, an independent and comprehensive financial services firm. His mission statement is “to provide retirees and soon-to-be retirees with a greater sense of confidence about their retirement plan.” Tim holds the Chartered Retirement Planning CounselorSM designation and the Certified in Long-Term Care designation. These advanced studies provide him the additional knowledge to help effectively evaluate your financial situation and design a retirement plan tailored for you.