Systems and Processes that are Pushing Advisors (Ep. 17)
Advisors face adversities on a daily basis, it is important to learn how to face these challenges with systems and processes to overcome them.
In this episode, Jeremy Houser sits down to discuss the importance of adopting effective mindsets, systems, and processes that will accelerate your business model and let you better help your clients.
Jeremy discusses:
- The impact Austin Hatch’s message had with advisors from Episode 16
- Creating a marketing strategy that supports you and your business model
- Building client trust in the virtual and in-person setting
- How Gen X will be reshaping the financial landscape in the years to come
- And more
Resources:
- Adding Grit to Your Mindset with Austin Hatch (Ep. 16)
- Building Familiarity & Trust with Al Caicedo (Ep. 6)
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