Tag: Advisor Community

Business Lessons from the Boat: Culture, Standards, and the Value of Experience (Ep. 94)

Business Lessons from the Boat: Culture, Standards, and the Value of Experience (Ep. 94)

Sometimes it takes stepping away to see your life and business with fresh eyes.

In this episode, Jeremy Houser shares reflections from a cruise through Europe, his first time abroad without the kids, where business and pleasure blended through unforgettable experiences. 

From cultural observations to fireside chats with industry icons, Jeremy explores how leadership, family, and elevated standards shape successful advisors and thriving firms.

Jeremy discusses:

  • The value of reconnecting with his spouse during a nine-day, kid-free European cruise that blended business and pleasure
  • How meeting and traveling with successful advisors highlighted shared standards, culture, and leadership styles
  • Key insights from conversations with Jeremy Siegel and Robert Shiller on the economy, Bitcoin, and business mindset
  • Why culture isn’t just about talk, it’s built through actions, expectations, and how you lead your team and clients
  • The personal and professional benefits of stepping away to gain perspective, observe global differences, and reset your standards
  • And more!

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