Tag Archives: Steve Kerns


In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources:   InsurMark | Dr. Robert Shiller Whitepaper

Episode 1 – 3 Trends That Are Forever Changing the Advisor Landscape

Are you equipped to be the resource your clients need in the 21st century?

In this episode, Steve Kerns, president and founder of InsurMark, uncovers three irreversible trends that are pushing advisors to adapt or die. Steve also explains how an ADO can help advisors build sustainable businesses and become an invaluable resource to their clients.

In this episode you will learn:

  • What it means to work with an advisor development organization
  • Which technology trends are changing financial services
  • What unchangeable demographic is challenging unequipped advisors
  • Why people are InsurMark’s greatest resource
  • And more!

Tune in to discover three trends that are pushing today’s advisors to adapt or die.

Resources:  InsurMark