Advisor Mentorship Podcast
Latest Episodes
A New Chapter: Discussing a Legacy with Steve Kerns (Ep. 45)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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