Advisor Mentorship Podcast

Advisor Mentorship Podcast


Latest Episodes

Getting Ahead of This Year’s First Quarter with Effective Systems (Ep. 15)
March 30, 2022

Just like that, the first quarter is over. Hard work coupled with effective communication is necessary to build momentum into the rest of the year. In this episode, Jeremy Houser discusses the many su

Leverage Your Mindset with Ricky Kalmon (Ep. 14)
March 16, 2022

Anything successful requires an investment of time and energy. To be that better leader, parent, successful entrepreneur, or whatever your internal goal is, you need to take action on creating a bette

Systems Work, People Fail – A Deep Dive For Action (Ep. 13)
March 02, 2022

Success does not happen overnight, but having the systems, processes, confidence and drive can get you to your goal more quickly. In this episode, Jeremy Houser discusses the true meaning of Systems

12. My Backbone For Success with Christina Houser
February 16, 2022

The true meaning of success is being able to share goals and achievements with someone you love. In this episode, Jeremy Houser brings on his wife Christina Houser, to take a deep dive into their stro

11. Making the InsurMark Switch with Michael Ginsberg
February 02, 2022

There is a big difference between treating your financial process as a sales pitch and treating the process as a financial tool with asset classes. Making that change and approaching your practice wi

10. Centering your Business Relationships for Longevity with Steve Kerns
January 19, 2022

Becoming one of the respected insurance marketing advisory companies in the United States does not happen accidentally. Focusing on building relationships is key to success as an advisor and operating

9. Becoming an Expert to Create Solutions With Chad Owen
January 05, 2022

To shift from taking orders to creating a solution process as a financial advisor means you need to change your approach at work. In this episode, Jeremy Houser talks with Chad Owen, annuity sales coa

8. Learn from the Present and Set Goals for 2022
December 22, 2021

Just like that, another year has passed. Have you been able to persevere and come out on top of your goals as a financial advisor? In this episode, Jeremy Houser sits down to discuss the successful y

7. A Life Time® of Fitness and Health With Bryce Morris
November 23, 2021

Do you find walking into the gym to be intimidating for you? We get it. Virtual fitness training offered by Life Time might just be for you. In this episode, Jeremy Houser talks with Bryce Morris, a

6. The Process of Building Familiarity and Trust With Al Caicedo
November 10, 2021

In the last year, many advisors have tried to adapt to the virtual world to conduct their business. But it is not as easy as it may seem. You have to build out a parallel world and understand the nua