Lessons Learned from a Top Advisors Team (Ep. 65)

Lessons Learned from a Top Advisors Team (Ep. 65)

Looking for ways to elevate your financial advisory practice? Staying in the loop with current industry standards and keeping an eye open for advancements in marketing technologies are key in helping yourself stand out from the crowd.

In this episode, Jeremy Houser delves into some of his recent activities while also highlighting the importance of effective communication, systematic processes, and utilizing state-of-the-art financial technology in order to keep your financial advisory practice up to date with current marketing trends.

With invaluable lessons from his travels and discussions about previous engaging podcast episodes featuring industry titans, Jeremy emphasizes the benefits of having a personal assistant and participating in live training events. 

Episode highlights:

  • Effective communication practices and how they are crucial for building connections and sharing information with your team
  • What systems and processes you should have in place to improve your efficiency and productivity
  • How to leverage financial technology and how it can provide a competitive advantage in your advisory
  • Utilizing up and coming marketing strategies to keep your business in the spotlight
  • The advantage of attending an upcoming live training and how it can enhance advisor skills and curate better client relationships



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