From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)
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:
- 713-808-8548
- Schedule a Call
- jeremy.houser@simplicitygroup.com
- Advisor Mentorship Program
- YouTube: Jeremy Houser
- Instagram: @jeremyhouser_amp
- InsurMark
- LinkedIn: 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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