Month: March 2024

Elevating Advisor Productivity: Lessons from The 2024 Founder’s Club Experience (Ep. 59)

Elevating Advisor Productivity: Lessons from The 2024 Founder’s Club Experience (Ep. 59)

Don’t just imagine your success, strategize for it and make that dream a reality. 

In the latest installment of the Advisor Mentorship Podcast, Jeremy Houser reflects on the incredible growth and success his team has experienced this year so far. From reducing the number of advisors in monthly strategy calls to fostering a hyper-focused and value-driven community, Jeremy shares insights into the dedication and progress of these advisors. Jeremy also goes on to share highlights from the most recent Founders’ Club experience in Nashville, which featured impactful speakers like Dr. Kevin Elko, Brittany Hodak, Carl Richards and more.

Jeremy discusses:

  • The continuing growth and success among top advisors on his team
  • Highlights from the recent Founders’ Club experience in Nashville
  • Impactful takeaways and quotes from guest speakers
  • Strategies for attracting Gen X clients
  • And more 

 

Resources: 

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

Growing a World-Class Wealth Management Practice With Chris Manske (Ep. 58)

Growing a World-Class Wealth Management Practice With Chris Manske (Ep. 58)

In today’s fast-paced financial world, many advisors struggle to focus on what they are experts at and attracting the right client.

In this insightful episode, Jeremy Houser sits down with Chris Manske, the innovative mind behind Manske Wealth Management. Together, they delve into the secrets behind the firm’s remarkable success and the strategic approaches that set it apart in the industry. By focusing on systems, learning from errors, and fostering team growth through revenue, Manske Wealth Management exemplifies how a business can thrive while keeping clients’ interests at the forefront.

Chris Manske discusses: 

  • His team being ranked in 2023 as one of the fastest growing investment advisor firms in the country
  • Strategies that have helped his team grow to over $500 Million of AUM
  • Failing Loudly
  • Implementing robust systems and processes that promote growth
  • Networking tips and emphasizing a client-centered approach
  • And more

 

Resources: 

Connect With Chris Manske:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Christopher Manske, CFP® is on a mission to improve finance for everyone. A United States Military Academy graduate, he left the Army as a captain, joined Merrill Lynch, and grew his investment group so fast that he was selected to help create and deliver financial training nationwide. He founded Manske Wealth Management in 2012 and his firm has been repeatedly recognized by Financial Advisor Magazine as one of the nation’s largest investment firms.  

In 2020, Chris published his first book The Prepared Investor, which guides investors as to what to do in a crisis. His second book, Outsmart the Money Magicians, recently published with McGraw Hill, warns investors not to allow what he calls “lifestyle creep” to impede wealth accumulation and explains how investors are often too focused on reducing their tax burden when they should be focused on accumulating wealth. 

In 2023, Advisor Hub magazine listed Chris Manske as one of the fastest-growing investment advisors in the country. Manske’s thoughts can be seen in The Wall Street Journal, Texas Monthly, Forbes, Yahoo! Finance, and many more.  He’s been a keynote speaker for the AARP and his team has addressed many major companies like Microsoft, IBM, Exxon, Boeing, and GE.  

For over twenty years, he’s been married to a Texas Aggie named Jessica and together they raise four daughters.