Tom Chesser joins March Chadwick and The Constitution Arts Society, bringing the MAGA Gras Experience to CPAC 2026, obtaining remarkable stories & art, and showcasing “We the People”. March 25th-28th, Gaylord Texan Resort & Convention center, Grapevine, TX
Exploring the growing role of far infrared technology across clinical, recovery, and wellness environments
Carol A. Santella, Founder of Far Infrared Wellness and a Far Infrared Wellness Technology Advisor, is bringing attention to the increasing use of far infrared technology across both clinical and wellness environments.
Jeremy Lach discusses how scaling to an 8-figure annuity production without burning out
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-scaling-to-8-figure-annuity-production-without-burning-out/
In the dynamic landscape of business, particularly in sectors like financial services, the ability to scale operations effectively while maintaining a healthy work-life balance is paramount. As discussed in a recent episode of the podcast “Influential Entrepreneurs,” the journey to achieving significant production milestones—such as eight-figure annuity production—requires more than ambition and hard work; it requires the implementation of robust systems. The phrase “build systems to scale efficiently” encapsulates the essence of this strategy, highlighting the importance of operational infrastructure in achieving sustainable growth.
Systems are the backbone of any successful business operation. They provide a structured approach to managing tasks, streamline processes, and enhance productivity, ultimately leading to better outcomes. In the context of scaling a business, particularly in the financial advisory sector, the right systems can mean the difference between thriving and merely surviving. As Jeremy Lach, president of Empire Marketing Partners, emphasizes, the goal is not just to increase production but to do so without sacrificing personal well-being and family time.
The concept of systems can be distilled into the acronym S.Y.S.T.E.M., which stands for “Save Yourself Time, Energy, and Money.” This encapsulation serves as a reminder that effective systems are designed to optimize resources, allowing advisors to focus on what truly matters—building relationships with clients and growing their business. Without these systems in place, advisors may find themselves overwhelmed, struggling to keep up with increased demand, and ultimately at risk of burnout.
To scale efficiently, financial advisors should consider implementing several key systems:
Customer Relationship Management (CRM) Systems: A robust CRM is essential for managing client interactions and data. It allows advisors to track leads, manage follow-ups, and maintain client relationships effectively. Automation features within these systems can save time and reduce the manual workload, enabling advisors to focus on strategic growth.
Appointment Scheduling Systems: Efficient scheduling systems can streamline the process of booking meetings with clients. By automating appointment scheduling, advisors can minimize the back-and-forth communication that often consumes valuable time, ensuring that they can dedicate more hours to productive activities.
Defined Follow-Up Cadence: Establishing a clear follow-up process helps ensure that no leads fall through the cracks. A defined cadence for following up with clients and prospects can enhance engagement and increase conversion rates, contributing to overall growth.
Operational Infrastructure: Beyond specific tools, a comprehensive operational infrastructure is vital. This includes processes for onboarding new clients, managing workflows, and ensuring compliance with regulatory requirements. A well-defined infrastructure supports scalability by providing a framework within which growth can occur without chaos.
Performance Metrics and Analytics: Implementing systems to track performance metrics allows advisors to analyze their progress and make informed decisions. By regularly reviewing key performance indicators (KPIs), advisors can identify areas for improvement and adjust their strategies accordingly.
Jeremy hightligts the ultimate goal of scaling a business should not come at the expense of personal well-being. Advisors often face the misconception that increased production requires exponentially more effort and time away from family. However, by building effective systems, advisors can create a more balanced approach to growth. This enables them to achieve their financial goals while still prioritizing their personal lives.
The journey to eight-figure annuity production is undoubtedly challenging, but it is also attainable with the right mindset and systems in place. Advisors must first believe in their potential to scale and then take actionable steps to create the necessary infrastructure to support that growth. By doing so, they can enjoy the fruits of their labor without the accompanying stress and burnout.
Jeremy shared: “You never should have to sacrifice those things that are really important to you. And the most important thing to you is family, that’s what our atmosphere is. That’s what our culture is. And we want to help provide those opportunities to you without having to sacrifice those things.”
In conclusion, the phrase “build systems to scale efficiently” serves as a guiding principle for financial advisors aiming for significant growth. By implementing effective systems—ranging from CRM tools to defined follow-up processes—advisors can enhance their productivity, manage their time better, and ultimately achieve their goals without sacrificing their personal lives. As the podcast discussion illustrates, the path to success is not solely about hard work; it is about working smart and building a foundation that supports sustainable growth. Embracing this approach will not only lead to increased production but also foster a more fulfilling and balanced professional life.
Video Link: https://www.youtube.com/embed/frSa-eiPYu0
About Jeremy Lach
Jeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999, shortly after graduating from St. John’s University in Collegeville, Minnesota. He then spent two years with John Hancock Financial, where he built a strong foundation in product knowledge and client strategy.
In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of his career. Since then, He has dedicated himself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline, and started his own firm, Empire Marketing Partners, in 2021.
In today’s IMO world, support often comes *after* they’ve already proven themselves. Empire was built to change that.
Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.
He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.
Today, Jeremy focuses not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.
Learn more: http://www.empiremps.com/
Recent News & Interviews:
Jeremy Lach Discussed Why Top Annuity Producers Outgrow Big Box IMOs https://authoritypresswire.com/jeremy-lach-president-of-empire-marketing-partners-interviewed-on-the-influential-entrepreneurs-podcast-discussing-why-top-annuity-producers-outgrow-big-box-imos/
Jeremy Lach Discussed going From Annuity Producer to Recognized Retirement Expert https://authoritypresswire.com/jeremy-lach-president-empire-marketing-partners-interviewed-on-influential-entrepreneurs-podcast-discussing-going-from-annuity-producer-to-recognized-retirement-expert/
Jeremy Lach Discussed Building a Family-Centered High-Performance Advisor Community https://authoritypresswire.com/jeremy-lach-president-empire-marketing-partners-interviewed-on-influential-entrepreneurs-podcast-discussing-building-a-family-centered-high-performance-advisor-community/
Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice.
Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier.
Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.
Jeremy Lach discusses building a family-centered, high-performance advisor community
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-building-a-family-centered-high-performance-advisor-community/
Jeremy shared his insights on what it means to create a family-centered, high-performance community. He emphasized that higher compensation is meaningless without collaboration and mentorship. At Empire, they focus on building a strong culture that fosters loyalty, shared standards, and sustainable growth. Jeremy highlighted the importance of leadership accessibility, which ensures advisors are not just another cog in the wheel but are genuinely supported and invested in.
In the competitive landscape of financial services, the importance of collaboration cannot be overstated. As highlighted in the recent podcast dialogue between Mike Saunders and Jeremy Lach, the synergy created through shared experiences, mentorship, and open communication significantly contributes to the success of individual advisors and their firms. The essence of collaboration lies not just in the act of sharing ideas but in fostering a culture that values collective growth, learning, and support.
The podcast emphasizes the transformative power of collaboration through the example of advisor firms that are willing to share their successes and failures openly. By hosting events where experienced advisors disclose their processes and strategies, these firms create a platform for learning that shortens the learning curve for others. This collaborative environment allows advisors to leverage the experiences of their peers, thereby enhancing their own practices without having to navigate the complexities of the industry in isolation. The dialogue illustrates that when advisors come together to share insights, they not only improve their individual closing ratios and case designs but also cultivate a sense of community that is invaluable for long-term success.
Moreover, the notion of constant and never-ending improvement, as articulated by Tony Robbins, resonates deeply within this collaborative framework. Advisors who adopt an abundance mindset—where they are willing to help others—find that their own processes are refined in the process. This reciprocal relationship fosters an ecosystem of generosity and support, where everyone involved stands to benefit. By sharing knowledge and strategies, advisors can collectively elevate their performance, leading to increased production and overall success.
However, the podcast also addresses the challenges faced by advisors who may feel isolated or unsupported. In such situations, the culture of an organization becomes paramount. Advisors should seek environments where they have direct access to leadership and decision-makers. The ability to quickly reach out for strategic input or case design assistance is crucial. The podcast underscores that timely communication is a lifeline for advisors; delays can lead to missed opportunities and costly mistakes. Thus, organizations that prioritize swift and effective communication create an atmosphere where collaboration can thrive.
Accessibility to leadership is another critical factor in fostering a collaborative culture. When advisors feel that they are more than just a number within an organization, they are more likely to engage and contribute to a collective mission. This accessibility encourages open dialogue, where advisors can seek guidance and share their challenges without hesitation. The result is a community that not only supports individual growth but also drives the success of the organization as a whole.
In conclusion, the dialogue between Mike Saunders and Jeremy Lach serves as a powerful reminder that while compensation is an important consideration, it is the culture that ultimately drives success in the advisory space. A family-centered, high-performance community fosters collaboration, mentorship, and accessibility to leadership, all of which contribute to sustainable growth and deeper relationships. As the industry evolves, organizations that prioritize culture over compensation will not only attract top talent but also cultivate an environment where advisors can thrive and succeed together. By removing ego and embracing a collaborative spirit, the advisory community can achieve remarkable outcomes, benefiting both individual advisors and the organization as a whole. In this way, collaboration is not merely an operational strategy; it is the cornerstone of success in the advisory profession.
Jeremy shared: “higher comp doesn’t mean anything if there really isn’t any support, culture is going to determine whether you’re just contracted with somebody, or you’re actually truly invested in by that firm.”
Video Link: https://www.youtube.com/embed/7PiOW9uFiZU
About Jeremy Lach
Jeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999, shortly after graduating from St. John’s University in Collegeville, Minnesota. He then spent two years with John Hancock Financial, where he built a strong foundation in product knowledge and client strategy.
In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of my career. Since then, He has dedicated himself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.
In today’s IMO world, support often comes *after* they’ve already proven themselves. Empire was built to change that.
Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.
He is committed to proving that through superior service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.
Today, Jeremy is focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.
Learn more: http://www.empiremps.com/
Recent News & Interviews:
Jeremy Lach Discussed Why Top Annuity Producers Outgrow Big Box IMOs https://authoritypresswire.com/jeremy-lach-president-of-empire-marketing-partners-interviewed-on-the-influential-entrepreneurs-podcast-discussing-why-top-annuity-producers-outgrow-big-box-imos/
Jeremy Lach Discussed going From Annuity Producer to Recognized Retirement Expert https://authoritypresswire.com/jeremy-lach-president-empire-marketing-partners-interviewed-on-influential-entrepreneurs-podcast-discussing-going-from-annuity-producer-to-recognized-retirement-expert/
Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice
Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier.
Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.
New Jersey to Daytona Beach and Beyond
Optimizing M&A Execution with CRISP™: Mitigating the Risk of Using Yesterday’s Playbooks in Today’s World, the new book by execution practitioner and strategist Cris Casey, has launched on Amazon and has already been recognized as a Hot New Release and Best Seller in multiple business and project management categories.
Many individuals dedicate significant time and energy to earning more, saving diligently, and investing consistently. However, one of the most critical elements of long-term financial success is often overlooked: strategic tax planning.
Financial advisor Priscila Cosentino of Fern Prosperity is bringing attention to how taxes can quietly erode wealth over time when they are not properly incorporated into a broader financial strategy. While many people focus on growing their income and investment portfolios, failing to account for tax efficiency can significantly reduce the long-term value of those efforts.
Tax planning is not simply about filing returns once a year—it is about making intentional financial decisions throughout the year that align with long-term financial goals. From investment structures to retirement withdrawals, every financial move has potential tax implications that can either preserve wealth or gradually diminish it.
“I feel this topic is so important because many people work hard, save diligently, and invest consistently, yet they still lose significant wealth over time due to inefficient tax planning,” says Cosentino. “When tax strategy is integrated into financial planning, individuals gain more clarity, control, and confidence about their long-term financial future.”
Cosentino emphasizes that tax strategy should be considered a core pillar of financial planning, alongside earning, saving, and investing. Without a thoughtful approach, individuals may unknowingly create unnecessary tax liabilities that compound over time and reduce the effectiveness of otherwise solid financial plans.
By understanding how tax considerations influence investment decisions, retirement planning, and wealth preservation, individuals can make more informed choices that support long-term financial stability.
Fern Prosperity works with individuals and families to help them integrate tax awareness into their broader financial strategy, empowering them to build more resilient financial plans that align with their goals.
About Pri Cosentino
Priscila Cosentino is a Financial Advisor and Wealth Mentor with Fern Prosperity. She specializes in helping individuals and families align financial planning, tax awareness, and long-term wealth strategies. With a background in business administration, accounting, and neuroscience, she integrates analytical thinking with behavioral insight to guide clients toward smarter financial decisions. Priscila is passionate about financial education and empowering people to approach money with clarity, strategy, and purpose
Learn More: fernprosperity.com
Investment advisory services are offered through Virtue Capital Management, LLC, a registered investment adviser. Fern Prosperity and Virtue Capital Management are independent of each other.
This content is for informational and educational purposes only and should not be construed as investment, tax, or legal advice. Individuals should consult with qualified professionals regarding their specific financial situation.
Jeremy Lach discusses insights on going from an annuity producer to recognized retirement expert
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-from-annuity-producer-to-recognized-retirement-expert/
In the world of financial advising, particularly in the realm of retirement planning, there exists a critical distinction between two types of professionals: those who focus on products and those who emphasize outcomes. This differentiation is not merely a matter of semantics; it fundamentally alters the client-advisor relationship, the perceived value of services rendered, and ultimately the success of financial strategies. The podcast featuring Jeremy Lach, president of Empire Marketing Partners, highlights this vital shift from a product-centric to an outcome-oriented approach, revealing how advisors can transform their practices and better serve their clients.
At the core of this discussion is the recognition that many financial professionals fall into the trap of being perceived as mere product sales type. These “commodity sellers” often focus on the minutiae of financial products—rates, caps, bonuses—and engage clients in conversations that revolve around the technical details of annuities or other financial instruments. This approach can lead to a transactional relationship, where the advisor is viewed as just another salesperson in a crowded marketplace. In contrast, someone who may be a retirement income specialists take a markedly different approach. They prioritize discussions about the long-term outcomes their clients desire, such as financial security, peace of mind, and sustainable income throughout retirement.
The importance of focusing on outcomes cannot be overstated. When advisors adopt an outcome-oriented mindset, they shift the conversation from the specifics of financial products to understanding the broader goals of their clients. This paradigm encourages advisors to ask probing questions and gain a comprehensive understanding of their clients’ financial situations, objectives, and concerns. By doing so, they can tailor their recommendations to meet the unique needs of each client, thus creating a more personalized and effective financial strategy.
One of the key benefits of this approach is the increased clarity it provides to clients. When clients understand the outcomes they are working towards—such as predictable income or protection against market volatility—they are more likely to remain calm during turbulent times. For instance, during periods of market instability, clients of income specialists are often reassured by their understanding of how their income is protected, as opposed to clients of commodity sellers, who may feel anxious and uncertain about their investments. This clarity not only fosters trust but also enhances the advisor-client relationship, positioning the advisor as a supportive partner rather than just a salesperson.
Moreover, by focusing on outcomes rather than products, advisors can differentiate themselves in a competitive marketplace. In a world where financial products can often be easily compared and commoditized, the ability to articulate a clear value proposition based on outcomes allows advisors to stand out. Clients are more likely to engage with and remain loyal to advisors who help them envision a secure financial future, rather than those who simply present a range of products.
The shift from a product-centric to an outcome-oriented approach also encourages advisors to think more holistically about their clients’ financial lives. This means considering not just the immediate financial needs, but also the long-term implications of their decisions. By collaborating with other professionals—such as legal and tax experts—advisors can create comprehensive retirement plans that address a wide range of factors affecting their clients’ financial well-being. This holistic approach reinforces the advisor’s role as a trusted expert, capable of guiding clients through the complexities of retirement planning.
In conclusion, the podcast discussion with Jeremy Lach underscores a significant shift in financial advising: the move from a focus on products to a focus on outcomes. By prioritizing the desired results of their clients, advisors can foster deeper relationships, enhance clarity, and differentiate themselves in a competitive landscape. The transformation from a commodity seller to a recognized retirement income specialist not only benefits the advisor’s practice but, more importantly, empowers clients to achieve their financial goals with confidence and peace of mind. Ultimately, this outcome-oriented mindset is a powerful tool in the quest for financial security and success in retirement.
Jeremy shared: “everyone can offer, any organization like mine can offer products, but we want to spend our time talking with advisors who like to talk about outcomes. And that is like predictable income, protecting lifestyle, things like that. I’ve got some firms that we work with here at Empire that don’t even really use the word annuity.”
Video Link: https://www.youtube.com/embed/qOnGq6z9WG4
About Jeremy Lach
Jeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999, shortly after graduating from St. John’s University in Collegeville, Minnesota. He then spent two years with John Hancock Financial, where he built a strong foundation in product knowledge, and client strategy.
In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of my career. Since then, He has dedicated himself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.
In today’s IMO world, support often comes *after* they’ve already proven themselves. Empire was built to change that.
Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.
He is committed to proving that through superior service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.
Today, Jeremy is focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.
Learn more: http://www.empiremps.com/
Recent News & Interviews:
Jeremy Lach Discussed Why Top Annuity Producers Outgrow Big Box IMOs https://authoritypresswire.com/jeremy-lach-president-of-empire-marketing-partners-interviewed-on-the-influential-entrepreneurs-podcast-discussing-why-top-annuity-producers-outgrow-big-box-imos/
Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice.
Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier.
Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.
Jeremy Lach discusses why top annuity producers outgrow big box IMOs
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-why-top-annuity-producers-outgrow-big-box-imos/
Discussed the common trajectory in the financial services industry where professionals start with larger firms to learn the ropes before venturing out on their own. Jeremy highlighted the hidden growth ceilings that advisors often encounter with big box IMOs, such as becoming just a production number and missing out on personalized support and growth opportunities.
In the ever-evolving landscape of the financial services industry, many professionals begin their careers with aspirations of building a lasting legacy. For many, this journey starts with aligning themselves with established organizations, often referred to as Insurance Marketing Organizations (IMOs). While these IMOs can provide invaluable resources and support, they can also impose growth ceilings that may hinder an advisor’s potential. Recognizing these ceilings is crucial for advisors seeking to maximize their impact and achieve long-term success.
IMOs serve as intermediaries between insurance carriers and independent agents. They offer a range of services, including training, marketing support, and access to a variety of products. For new advisors, joining an IMO can seem like a logical step; it provides a safety net and a structured environment in which to learn the intricacies of the industry. However, as many seasoned professionals, like Jeremy Lach, have discovered, these organizations can sometimes stifle growth and limit opportunities.
Initially, the support and resources provided by an IMO can create a sense of stability. Advisors may feel that they have found a home where they can thrive. However, this sense of security can quickly morph into complacency. As Jeremy pointed out, many advisors may not realize they are stagnating until it’s too late. The metaphor of the “frog in boiling water” aptly illustrates this phenomenon; when the temperature rises slowly, the frog fails to jump out until it is too late. Similarly, advisors may overlook subtle signs of stagnation, leading to missed opportunities for growth.
Recognizing growth ceilings within IMOs involves understanding the limitations that these organizations can impose. Here are several key indicators that advisors should be aware of:
Limited Product Offerings: Some IMOs may primarily have exclusive agreements with specific carriers, which can restrict the range of products available to advisors. This limitation can hinder an advisor’s ability to meet diverse client needs and adapt to changing market conditions.
Commission Structures: IMOs may impose commission limits that may not be favorable to all advisors. These structures can limit earning potential and create a sense of dependency on the organization. Advisors may find themselves working harder for less reward, leading to frustration and burnout.
Lack of Autonomy: While IMOs provide support, they can also impose rigid guidelines and restrictions on how advisors operate. This lack of autonomy can stifle creativity and innovation, preventing advisors from developing their unique value propositions.
Inadequate Support for Growth: As advisors progress in their careers, they may require more advanced training and resources to scale their businesses. However, not all IMOs offer the necessary support for growth, leaving advisors feeling unsupported and directionless.
Cultural Misalignment: As advisors evolve, their values and goals may shift. If an IMO’s culture does not align with an advisor’s vision, it can lead to dissatisfaction and a sense of being trapped in a misaligned partnership.
For advisors who recognize these growth ceilings, the next step is to consider alternatives. Transitioning to a more entrepreneurial environment can provide the freedom and resources necessary for growth. As Jeremy Lach did when he founded Empire Marketing Partners, taking the leap to establish one’s own firm can lead to greater autonomy and the ability to create a lasting legacy.
In conclusion, while IMOs can offer valuable support and resources for new advisors, they can also impose growth ceilings that hinder long-term success. By recognizing the signs of stagnation and understanding the limitations of these organizations, advisors can take proactive steps to break free from constraints and pursue their own entrepreneurial aspirations. The journey from acting like an employee to a business owner may be challenging at first, but it can also be immensely rewarding for those willing to embrace the risks and opportunities that come with it. Ultimately, the key to success lies in recognizing the potential for growth and taking the necessary steps to achieve it.
Jeremy shared: “there’s a lot of people that do what we do, but yet it’s such a small industry and there’s a lot of wonderful you know, large-scale IMOs. The larger a firm gets, advisors, they kind of become more of a production number. I mean, not really a partner. That’s when the focus is mainly on your volume and not really your personal growth”
Video Link: https://www.youtube.com/embed/TH-D2JHDxA8
About Jeremy Lach
Jeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999, shortly after graduating from St. John’s University in Collegeville, Minnesota. He then spent two years with John Hancock Financial, where he built a strong foundation in product knowledge, and client strategy.
In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of his career. Since then, he has dedicated himself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.
In today’s IMO world, support often comes *after* they’ve already proven themselves. Empire was built to change that.
Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.
He is committed to proving that through superior service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.
Today, Jeremy is focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.
Learn more: http://www.empiremps.com/
Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice.
Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier.
Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.
A Groundbreaking Psychological Model Redefining Identity, Performance and the Architecture of the Mind