Month: October 2024
Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA (Ep. 74)

Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA (Ep. 74)

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Can you lead your business through change without losing balance?

In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Rob Ferguson, CEO of Ferguson Alliance, to explore how independent advisors can differentiate themselves through effective restructuring and strategic planning. 

You’ll gain insights on how to evolve from a salesperson to a business leader, ensuring your practice’s sustainability while balancing work-life dynamics. 

They discuss: 

  • Strategies for successful business restructuring and growth planning
  • Tips for 2025 Business Planning
  • The importance of balancing structure and flexibility in leadership
  • Ways to delegate task efficiently 
  • How to maintain a sustainable business while planning for future succession
  • The power of mentorship and advisory boards for business growth
  • And more!

Connect With Rob Ferguson:

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About Our Guest:

With over a decade of steering middle-market family-owned companies, Rob Ferguson, Founder and President of Ferguson Alliance, harnesses his NACD Board Leadership Fellowship and Certified Exit Planning Advisor credentials to guide CEOs and boards through generational transitions. His team’s focus on strategic implementation and value creation prepares business leaders for successful exits, fostering sustainable growth and operational excellence.

Leveraging his skills in family business governance, succession planning, and process improvement, Rob’s clients thrive on strategic insights that enable concrete results. In collaboration with stakeholders, he has shaped robust strategies that drive growth, optimize operations, and ensure the realization of his clients’ business objectives.

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From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

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Success isn’t just about working harder—it’s about working smarter and knowing when & how to scale.

In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Michael Ginsberg, founder of Ginsberg Financial Strategies, who shares his remarkable journey from being a solo advisor to building a thriving team, highlighting the dramatic impact it’s had on his business and personal life.

You’ll learn the importance of mindset shift in hiring, the power of a well-crafted recruitment process, and how focusing on high-value activities can lead to significant business growth.

They discuss: 

  • Michael’s transition from a solo advisor to managing a team
  • Strategies that led to 5X growth within 12 months
  • Leveraging a third-party consulting firm to hire the right people
  • The role of mindset in making pivotal business decisions
  • Insights on improving client relationships through operational efficiency
  • The significance of having a well-structured hiring process
  • And more!

Resources: 

Connect With Michael Ginsberg:

Connect with Jeremy Houser:

About Our Guest:

Michael Ginsberg founded Ginsberg Financial Strategies in 2012 to move beyond traditional financial advice that left retirement-focused clients vulnerable to market losses.

He is passionate about helping clients create reliable retirement income and was fed up with risky market-based solutions. Therefore, he developed a simple income-based blueprint that empowers clients to create lifetime wealth.

Now, he helps diligent savers in the East Bay use his Lifetime Wealth BlueprintSM to protect what they have, grow it carefully, and feel confident retiring knowing their money will last as long as they need it to.

Everything they do—their services, operations, and outreach—is shaped by this goal.

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Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson (Ep. 72)

Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson (Ep. 72)

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Balancing multiple businesses and a fulfilling personal life is a challenge many entrepreneurs face.

How do you manage a thriving career while maintaining a strong family foundation? How do you leverage social media to grow your brand and connect with clients?

In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Chad Willardson—a five-time bestselling author and manager of $1.2 billion in investments. We’ll dive deep into Chad’s journey from a successful career at Merrill Lynch to founding Pacific Capital, and discover how he balances running multiple businesses with family life. 

Whether you’re an advisor looking to differentiate yourself or a young entrepreneur in need of guidance, this episode is packed with insights that can elevate your game.

They discuss: 

  • Chad’s transition from Merrill Lynch to founding Pacific Capital after the 2008 financial crisis
  • The importance of having a disciplined, growth-focused mindset
  • How effective use of LinkedIn has transformed Chad’s business and personal brand
  • Practical advice for young professionals on blending personal authenticity with business growth
  • And more!

 

Resources: 

Connect With Chad Willardson:

Connect with Jeremy Houser:

About Our Guest:

Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm that serves high-net-worth entrepreneurs and families. He is also the Founder of Platinum Elevated, a coaching program designed to help entrepreneurs achieve financial and lifestyle freedom.

In addition to his professional roles, Chad is a five-time best-selling author. Some of his notable works include “Stress-Free Money” and “Smart, Not Spoiled”. He is recognized as one of the top wealth management experts in the country, helping clients manage their finances, increase cash flow, and reduce stress about money.

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