The most successful financial advisors in 2024 are laser-focused on one thing above all, and that’s operations. In this installment of the Advisor Mentorship Podcast, host Jeremy Houser welcomes Ken McGee, the COO of Simplicity, for an in-depth discussion on how focusing on operations is transforming entrepreneurial financial advisory practices. Learn about the most critical …
Do you think volatility control is too complex or risky to manage? It can feel confusing, but you may reconsider those feelings as new technology continues to change the financial landscape. Join host Jeremy Houser as he chats with Tony Barchetto, Founder and CEO of Salt Financial. Drawing from his extensive experience in senior leadership …
How can advisors strike a balance between their career goals and personal responsibilities, especially in challenging times? Join host Jeremy Houser as he shares his personal experiences and insights on managing both professional and family life. In this episode, Jeremy, Vice President at InsurMark, opens up about his recent challenges and how he stayed productive …
Many believe that annuities are just high-commission products that lock up your money. But is this really the case? Looking deeper into the positive aspects of annuities can help you understand how they could enhance your financial plans. Join host Jeremy Houser as he welcomes Sheryl Moore, Founder and CEO of Moore Market Intelligence, to …
To grow your advisory business, you may actually need to do less, not more. That may sound backwards, but productivity and growth is all about having the right systems and processes in place to save yourself and your team from spending time on busy work and tedious tasks. Join Jeremy Houser, Vice President of InsurMark, …
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 …
Adopting innovative ideas and a fresh approach is a great way to transform your financial advisory career. Lets dive into an industry leading Entrepreneurs mindset! Join Jeremy Houser as he talks with Mike Milligan, the visionary entrepreneur and Certified Financial Planner® behind Ideas by Mike. Together, they touch on the ever-evolving landscape of the financial …
Ready to navigate value with the experts? Strap in for a knowledge-packed episode where academic insights meet real-world financial strategies! This week, host Jeremy Houser is joined by a dynamic team of academics, consisting of Nobel Prize-winning economist Professor Robert Shiller, acclaimed author and economist Professor Jeremy Siegel, and Executive Vice President of Annexus Group, …
In an era where technology is dominating new markets every day, one might think that Financial Advisors are next on the chopping block. However, Jeremy Houser’s experience tells a different story. Jump into new growth areas for the financial advising community amidst current economic uncertainties. Explore how inflation, the Federal Reserve’s moves, and economic growth …
Building a business is tough, but leaving it can be even tougher. In this installment of the Advisor Mentorship Podcast, Jeremy Houser sits down with the distinguished Colleen Bowler, CFP®, who has not only successfully navigated the complexities of building a robust planning firm, Strategic Wealth Planners, but has also championed a seamless succession transition. …