Tag: Delegations

Elevating Advisor Productivity: Lessons from The 2024 Founder’s Club Experience (Ep. 59)

Elevating Advisor Productivity: Lessons from The 2024 Founder’s Club Experience (Ep. 59)

Don’t just imagine your success, strategize for it and make that dream a reality. 

In the latest installment of the Advisor Mentorship Podcast, Jeremy Houser reflects on the incredible growth and success his team has experienced this year so far. From reducing the number of advisors in monthly strategy calls to fostering a hyper-focused and value-driven community, Jeremy shares insights into the dedication and progress of these advisors. Jeremy also goes on to share highlights from the most recent Founders’ Club experience in Nashville, which featured impactful speakers like Dr. Kevin Elko, Brittany Hodak, Carl Richards and more.

Jeremy discusses:

  • The continuing growth and success among top advisors on his team
  • Highlights from the recent Founders’ Club experience in Nashville
  • Impactful takeaways and quotes from guest speakers
  • Strategies for attracting Gen X clients
  • And more 

 

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