Advisor Mentorship Podcast

Advisor Mentorship Podcast


Latest Episodes

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

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