Growth is not just about working harder; it’s about working smarter with a clear vision and the right systems in place.

In this episode, Jeremy Houser kicks off 2025 by sharing essential strategies for business growth and efficiency. From embracing new habits to leveraging social media, he breaks down how advisors can refine their processes, elevate their presence, and achieve sustainable success. 

Key highlights include the value of efficiency, the importance of social media in connecting with clients, and the mindset shifts necessary to thrive in a rapidly changing industry.

Jeremy discusses:

• The habits and systems top-performing advisors adopt to maximize efficiency and achieve substantial year-over-year growth
• The “7-11-4” strategy for engaging potential clients through content, touchpoints, and diverse platforms, based on data from Google and Forbes
• The shifting role of social media in financial advising, including tips for creating targeted, impactful content
• The value of delegating administrative tasks to focus on high-impact activities and personal development
• Why to think about 2027 today!
• And more!

Connect with Jeremy Houser:

• jeremy.houser@simplicitygroup.com
• 713-808-8548
• Schedule a Call
• Our Teams Website
• Connect with Jeremy
• @jeremyhouser_amp
• @jeremyhouserAMP

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