Digital Marketing – Advisor Mentorship Podcast

How Advisors Can Prepare for Gen X, AI, and the Next Wealth Shift (Ep. 114)

By Advisor Mentorship Podcast | May 19, 2026

Retirement planning is changing quickly, and advisors who fail to adapt may struggle to connect with the next generation of clients.

How are Gen X and millennials changing the conversation around retirement, income planning, and financial advice? What role will AI, digital marketing, and client experience play in the years ahead?

In this episode, Jeremy Houser talks about how advisors can prepare for shifting client expectations, use AI to improve efficiency, and strengthen their digital presence. He also shares why younger generations may be more open to guaranteed income conversations, why mentorship and human connection still matter, and how advisors can stand out as more wealth moves to Gen X and millennial clients over the next two decades.

Key takeaways:

Why younger generations may think differently about retirement income and financial planning
How AI can help advisors reduce repetitive tasks and create more time for growth
Why building a stronger digital footprint may matter more over the next several years
How client experience and community-building can help advisors stand out from larger firms
Why mentorship, adaptability, and constant learning still matter in a changing industry
And more!

Resources:

Connect with Jeremy Houser:

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

Disclosure #: 5441215 – 0526

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Innovative Growth Opportunities For Advisors Right Now (Ep. 62)

By Advisor Mentorship Podcast | May 7, 2024

In an era where technology is dominating new markets every day, one might think that Financial Advisors are next on the chopping block.

However, Jeremy Houser’s experience tells a different story.

Jump into new growth areas for the financial advising community amidst current economic uncertainties. Explore how inflation, the Federal Reserve’s moves, and economic growth concerns influence investors and advisors. Jeremy shares insights on sticking to proven plans and processes for 2024 while offering advice on how to reach younger generations that will be accumulating a great deal of wealth over the next 20 years. Walk away with actionable advice on thriving in today’s economic environment, the groundbreaking impact of the Advisor Mentorship Program, and innovative approaches to client attraction and retention.

Jeremy discusses:

The performance of the Advisor Mentorship Program in the first quarter of 2024 compared to first quarter of 2023
The systems, processes and tools that have helped these advisors see hockey stick growth
Utilizing technology and social media marketing to attract younger generations and grow your advisory business
The current state of the housing market
Implementing data-driven strategies for crafting effective marketing strategies
And more

Book Time with Jeremy Houser:

Schedule a Call

Connect with Jeremy Houser:

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2023 to 2024: Reflecting and Projecting (Ep. 53)

By The Advisor Mentorship Podcast | December 27, 2023

There are new ways to help yourself stand out in the growing landscape of financial advisors.

Uncover the secrets with Jeremy Houser, Vice President of InsurMark, in a captivating episode of the Advisor Mentorship Podcast. He explores the essential strategies for advisors to stand out in an increasingly competitive market. Jeremy emphasizes enhancing performance, fostering sustainable business models, and achieving a satisfying work-life balance.

Key Highlights:

Challenges and Growth in 2023: Jeremy discusses InsurMark’s significant growth alongside his personal challenges, such as balancing a growing family with increased work commitments
Focusing on Control and Importance: He shares valuable lessons from 2023, focusing on the importance of directing efforts towards controllable aspects for both personal and professional advancement
Goals for 2024: With an aim for enhanced consistency and efficiency, Jeremy plans to improve services for advisors while ensuring quality family time
Leveraging Digital Media: The importance of digital platforms, like YouTube and social media, in standing out in the insurance industry
Podcast Evolution: Reflecting on the podcast’s growth, Jeremy discusses its role in demonstrating effective digital media marketing strategies
Gratitude and Community Building: Jeremy expresses gratitude towards his team and advisors at InsurMark, celebrating their collective achievements and the community they’ve built
And much more!

Book Time with Jeremy Houser:

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The Value of Processes & Systems To Grow Your Business Virtually with Erich Castillo (Ep. 26)

By The Advisor Mentorship Podcast | October 19, 2022

Effective management and having systems in place are some of the aspects that Jeremy Houser and his advisors value the most in their business setting.

However, going 100% virtual when it comes to marketing is not for everyone.

In this episode, Jeremy Houser is joined by financial advisor and founder of Cornerstone Wealth Management, Erich Castillo, to unveil this year’s wins and losses when it comes to business innovation, consistency, and client connection. Erich and Jeremy also shed light on the benefits of incorporating business-oriented online and digital tools.

Erich discusses:

The importance of keeping a consistent message across your business
Some business challenges he has faced this year
Stories and processes that are helping him this year convert prospects
How going virtual has allowed his business to scale and become more efficient
And more!

Connect with Erich Castillo:

Book time with Jeremy Houser:

Schedule a Call

Connect with Jeremy Houser:

About Our Guest:

Erich Castillo is the founder of Cornerstone Wealth Management. Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky, while earning a Bachelor’s degree in Finance and Education at the University of Kentucky. Erich had the opportunity to work as an athletic trainer for the football, basketball, soccer, women’s gymnastics, and men’s tennis teams.

Erich began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards, which inspired him to found his own business. In 2004, he founded Cornerstone Wealth Management, where he has more flexibility to provide personalized and client-centric service.

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