Tag: Delegation
Proven Habits and Social Media Strategies for Growth (Ep. 79)

Proven Habits and Social Media Strategies for Growth (Ep. 79)

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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:

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The Future of Advisor Marketing with Matt Halloran (Ep. 78)

The Future of Advisor Marketing with Matt Halloran (Ep. 78)

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Marketing for financial advisors is evolving faster than ever, with new tools and strategies reshaping client engagement and business growth.

How can advisors prepare for 2025 and beyond while building authentic client relationships? 

In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Matt Halloran, co-founder of ProudMouth, to explore game-changing tactics for advisors, including leveraging social media, integrating video content, and mastering active listening to foster deeper connections. 

Matt also shares insights from his new book, “Shut the F Up and Listen”, offering actionable advice on transforming communication and marketing approaches to meet modern challenges.

Matt discusses:

  • Using video as a critical tool for client engagement and social media visibility
  • The growing importance of content marketing and “social proof” in building trust
  • The role of AI in enhancing marketing efficiency while maintaining a human touch
  • Active listening strategies from his book to deepen client relationships and improve sales outcomes
  • Key tips for reallocating marketing budgets to focus on high-impact digital strategies
  • And more!

Resources: 

Connect with Matt Halloran:

Connect with Jeremy Houser:

About Our Guest:

Matt Halloran is a co-founder of ProudMouth, the world’s leading influence accelerator for financial advisors. An in-demand speaker, he’s appeared on over 1,000 podcasts. As well, Matt is the host of ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of “The Social Media Handbook for Financial Advisors,” the first social media book for financial services.

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

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

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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!

Connect with Jeremy Houser:

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From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

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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:

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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