Advisor Mentorship Podcast

Advisor Mentorship Podcast


Latest Episodes

Ascent to Greatness (Ep. 49)
October 21, 2023

In our industry, to excel beyond your competitor, advisors desperately need to transform their practices into businesses and leverage technology and resources to maximize efficiency. In this episode,

Unleashing the Power of InsurMark: Processes Helping Advisors Win Business! (Ep. 48)
October 03, 2023

With the expansion of InsurMark within the Simplicity family and the transition of leadership from Steve Kerns to Jeff Maxey, there have been a number of changes happening to our team that have expand

Why Entrepreneurs Want Simplicity with Bruce Donaldson (Ep. 47)
September 19, 2023

Do you ever think about the power of Simplicity in business? In this episode, Jeremy Houser is joined by Bruce Donaldson, CEO and President of Simplicity Group. They discuss the importance of advisors

The New Administration Has Arrived with Jeff Maxey (Ep. 46)
September 06, 2023

Good leaders are made, not born. In this episode, Jeremy Houser is joined by the new President of InsurMark, Jeff Maxey, to discuss his leadership philosophy, emphasizing the importance of teamwork,

A New Chapter: Discussing a Legacy with Steve Kerns (Ep. 45)
August 22, 2023

Its the passing of the torch at InsurMark! In this episode, Jeremy Houser is joined by Steve Kerns, the CEO and Founder of InsurMark. Steve announces his new role as the Executive Vice President of

There Is No “I” In Team with Felicia Turner (Ep. 44)
August 09, 2023

Have you done your homework? Are your papers in order? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by InsurMarks very own case manager, Felicia Turner. Together they di

Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)
July 26, 2023

Are you looking to differentiate yourself from your competitors and create a brand that can endure the ever-changing advisor space? In this episode, Jeremy Houser is joined by Greg DuPont, an estate

Systems Work People Fail 2.0: Next Steps To Scale Your Business (Ep. 42)
July 05, 2023

As the world has shifted dramatically over the past two years, with virtual appointments becoming the norm, it is essential to stay updated and equipped with the right tools to establish trust and cre

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