Client Engagement – Advisor Mentorship Podcast

How to 10X: Transforming Advisors into CEOs (Ep. 77)

By Liam Halliday | December 10, 2024

How can advisors elevate their practice from transactional interactions to becoming true CEOs of their business?

In this episode, Jeremy Houser shares strategies for financial advisors to transition from daily operations to strategic leadership. He highlights the importance of delegation, embracing a digital presence, and building high-performing teams to amplify business impact.

From leveraging habits to refining processes, this episode provides actionable insights for sustainable growth.

Jeremy discusses:

The shift in mindset required for advisors to think and act as CEOs, focusing on leadership and delegation
The integration of digital tools and branding to establish a stronger market presence and client engagement
The role of teams in handling client communication, administrative tasks, and follow-ups, allowing advisors to focus on high-value activities
Practical habits and routines for advisors to optimize productivity and maintain a growth mindset
The importance of tailored processes and systems to streamline business operations and drive client conversions
And more!

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Ways to Influence in 2024 (Ep. 55)

By The Advisor Mentorship Podcast | January 23, 2024

Looking to stay ahead and on top of 2024’s financial advising game?

Dive into the future of financial advising with the latest episode of InsurMark’s “Advisor Mentorship Podcast,” featuring Vice President Jeremy Houser. Kicking off with a celebration of their record-breaking achievements in December, Jeremy sets the stage for an engaging exploration of the strategies vital for financial advisors in 2024.

Key Discussion Points:

Customer Preferences Shift: Understanding the trend towards secure financial products like annuities and life insurance
Execution in 2024: The vital role of implementing well-crafted plans in a favorable business climate
Authenticity in Advising: Insights on the power of authenticity in influencing client relationships
Practicing What They Preach: The importance of using the products they recommend for trust and credibility
2023 Lessons for 2024 Strategies: Engaging clients through genuine communication and adapting to market changes
And much more!

Resources:

Gary Brecka

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