Tag: Entrepreneurship
Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA (Ep. 74)

Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA (Ep. 74)

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Can you lead your business through change without losing balance?

In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Rob Ferguson, CEO of Ferguson Alliance, to explore how independent advisors can differentiate themselves through effective restructuring and strategic planning. 

You’ll gain insights on how to evolve from a salesperson to a business leader, ensuring your practice’s sustainability while balancing work-life dynamics. 

They discuss: 

  • Strategies for successful business restructuring and growth planning
  • Tips for 2025 Business Planning
  • The importance of balancing structure and flexibility in leadership
  • Ways to delegate task efficiently 
  • How to maintain a sustainable business while planning for future succession
  • The power of mentorship and advisory boards for business growth
  • And more!

Connect With Rob Ferguson:

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About Our Guest:

With over a decade of steering middle-market family-owned companies, Rob Ferguson, Founder and President of Ferguson Alliance, harnesses his NACD Board Leadership Fellowship and Certified Exit Planning Advisor credentials to guide CEOs and boards through generational transitions. His team’s focus on strategic implementation and value creation prepares business leaders for successful exits, fostering sustainable growth and operational excellence.

Leveraging his skills in family business governance, succession planning, and process improvement, Rob’s clients thrive on strategic insights that enable concrete results. In collaboration with stakeholders, he has shaped robust strategies that drive growth, optimize operations, and ensure the realization of his clients’ business objectives.

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Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson (Ep. 72)

Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson (Ep. 72)

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Balancing multiple businesses and a fulfilling personal life is a challenge many entrepreneurs face.

How do you manage a thriving career while maintaining a strong family foundation? How do you leverage social media to grow your brand and connect with clients?

In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Chad Willardson—a five-time bestselling author and manager of $1.2 billion in investments. We’ll dive deep into Chad’s journey from a successful career at Merrill Lynch to founding Pacific Capital, and discover how he balances running multiple businesses with family life. 

Whether you’re an advisor looking to differentiate yourself or a young entrepreneur in need of guidance, this episode is packed with insights that can elevate your game.

They discuss: 

  • Chad’s transition from Merrill Lynch to founding Pacific Capital after the 2008 financial crisis
  • The importance of having a disciplined, growth-focused mindset
  • How effective use of LinkedIn has transformed Chad’s business and personal brand
  • Practical advice for young professionals on blending personal authenticity with business growth
  • And more!

 

Resources: 

Connect With Chad Willardson:

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About Our Guest:

Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm that serves high-net-worth entrepreneurs and families. He is also the Founder of Platinum Elevated, a coaching program designed to help entrepreneurs achieve financial and lifestyle freedom.

In addition to his professional roles, Chad is a five-time best-selling author. Some of his notable works include “Stress-Free Money” and “Smart, Not Spoiled”. He is recognized as one of the top wealth management experts in the country, helping clients manage their finances, increase cash flow, and reduce stress about money.

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Institutionalizing Your Business for Long-Term Success with Ken McGee (Ep. 70)

Institutionalizing Your Business for Long-Term Success with Ken McGee (Ep. 70)

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The most successful financial advisors in 2024 are laser-focused on one thing above all, and that’s operations. 

In this installment of the Advisor Mentorship Podcast, host Jeremy Houser welcomes Ken McGee, the COO of Simplicity, for an in-depth discussion on how focusing on operations is transforming entrepreneurial financial advisory practices. 

Learn about the most critical aspects of institutionalizing your business model, overcoming common challenges, and the recent recapitalization news that’s creating waves in the industry. Ken provides valuable insights into how Simplicity’s proven systems can help your business thrive and grow sustainably, ensuring long-term success and stability.

Jeremy and Ken highlight: 

  • The importance of aligning interests and culture during mergers and acquisitions.
  • Tips for integrating new operations to scale your business effectively.
  • Simplicity’s recent recapitalization and what it means for advisors going forward.
  • Opportunities for advisors to benefit from Simplicity’s long-term growth and stability.
  • And more!

 

Connect With Ken McGee:

Connect with Jeremy Houser:

 

About Our Guest:

Ken McGee serves as Simplicity’s Chief Operating Officer. Mr. McGee is responsible for overseeing Simplicity’s daily business operations, with a focus on driving efficiency and assuring quality control. In this role Mr. McGee leads Simplicity’s middle-office functions, including technology, enterprise data management, and managing third-party service providers. Prior to joining Simplicity, Mr. McGee held various roles at several insurance brokerages, including NFP and Dixon Wells for which he had P&L responsibility and managed sales, marketing, operations, and integration. Mr. McGee has more than 20 years’ experience in insurance management. Mr. McGee earned his B.S. in Occupational Safety, Business Management from Keene College.

 

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NOT FOR PUBLIC DISTRIBUTION.

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The Entrepreneur Blueprint with Mike Milligan (Ep. 64)

The Entrepreneur Blueprint with Mike Milligan (Ep. 64)

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Adopting innovative ideas and a fresh approach is a great way to transform your financial advisory career. Lets dive into an industry leading Entrepreneurs mindset!

Join Jeremy Houser as he talks with Mike Milligan, the visionary entrepreneur and Certified Financial Planner® behind Ideas by Mike. Together, they touch on the ever-evolving landscape of the financial services industry, sharing insights on thriving in a post-COVID world, leveraging technology for growth, and the importance of adapting to meet clients’ changing needs. Follow along to elevate your practice and create impactful, lasting change within the industry.

Jeremy and Mike discuss: 

  • The transition to offering virtual financial services and the advantages of reaching clients nationwide
  • Strategies for effective entrepreneurship and business growth in the financial sector
  • Embracing financial technology in the virtual world
  • The struggles and perseverance of business owners from being overworked and under-resourced to overcome issues
  • The impact of COVID-19 on the industry and how it has reshaped advisor-client interactions
  • The importance of assembling the right team to foster innovation and improve service
  • And more

 

Resources:

Connect with Mike Milligan:

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Connect with Jeremy Houser:

 

About Our Guest:

Mike Milligan is the CEO of Ideas By Mike. With over 24 years of experience in guiding individuals through the complexities of finance and life, Mike is well-versed in offering support as an advisor, confidant, and mentor. He acknowledges the universal need for assistance and credits his own journey of personal growth and professional success to the invaluable guidance he has received.

Having transformed physical fitness and business acumen, Mike recognizes the power of mentorship and cognitive control in shaping one’s life choices. A lifelong learner, he channels his honed expertise to aid others, drawing from his qualifications in life and health insurance, as well as his CFP® (CERTIFIED FINANCIAL PLANNER™) and Accredited Investment Fiduciary® (AIF®) designations.

Mike’s career trajectory spans stints at major financial institutions and boutique investment firms, culminating in the establishment of his own firm nearly a decade ago. His professional ethos centers on being the trusted advisor who prioritizes the best interests of every client. On a personal level, Mike aspires to excel as a devoted father to his three children—Zach, Grace, and Paige—and a supportive husband to his wife, Leigh Ana. The Milligan household is further enriched by the presence of their cherished canine companions, Lady Goos and Lady Luna.

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Mastering Your Mindset with Ricky Kalmon (Ep. 60)

Mastering Your Mindset with Ricky Kalmon (Ep. 60)

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Ready to grow in 2024? Mindset matters.

Join us on the latest installment of the Advisor Mentorship Podcast as Jeremy Houser and special guest Ricky Kalmon delve into the world of mindset mastery. Explore the essential traits of successful sales leaders in 2024 and the importance of differentiation in the advisor space. Discover how mastering your mindset and overcoming limiting beliefs can pave the way for unparalleled success.

Ricky and Jeremy discuss: 

  • The importance of sleep management and stress reduction to optimize performance and well-being
  • The importance of creating and maintaining healthy habits to promote personal growth
  • Business leadership and self-development: How exceptional leaders prioritize self-awareness and continuous improvement to drive success
  • The Ricky Kalman app: Explore how it can revolutionize your mindset, sleep quality, stress management, and overall growth journey
  • And more!

 

Resources: 

Connect With Ricky Kalmon:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

About Our Guest:

Ricky Kalmon is a mindset expert, motivational speaker, and celebrity hypnotist who delivers high-energy and motivational keynote programs. His programs are inspirational and offer compelling, applicable tools anyone can use in personal and professional development. Kalmon reveals how our mindset can be the greatest tool in achieving new heights, reducing stress, and increasing productivity and potential. 

Ricky Kalmon’s mindset message and techniques will change the way you live, work, and think. Kalmon works with Fortune 500 companies, sales teams, leaders, executives, and sports teams, teaching them how to reinforce their thoughts and beliefs to enhance their results. By creating awareness of your thoughts, Kalmon reveals how to enhance your mindset to eliminate doubt and ignite your positive intentions. 

Through his programs, thousands have changed their world by changing the way they think. In addition, he has made numerous special guest appearances on ESPN, Disney, Hallmark Channel, Fox, FX, E, HLN/CNN, TV Guide and Comedy Central. Ricky Kalmon delivers top rated corporate entertainment and mindset motivational keynote programs for corporate events, meetings and special events.

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How To 10X Your Success (Ep. 51)

How To 10X Your Success (Ep. 51)

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Is 10X actually easier than 2X? 

Join the conversation with Jeremy Houser as he digs into this intriguing concept in this episode of the Advisor Mentorship Podcast. This episode goes beyond typical financial advisory talks, diving into groundbreaking strategies that are reshaping how advisors achieve success and maintain balance in today’s ever-changing world.

In this insightful episode, Jeremy dives into topics including:

  • Strategies for expanding your business in a rapidly growing industry
  • The art of delegation and its impact on team growth and profits
  • The transformative role of social media and AI in financial advising
  • Insights into a unique advisor community and its networking secrets
  • How the ‘Amazon effect’ is altering customer expectations in finance
  • Effective preparation for the significant wealth transfer happening in the next 22 years
  • And much more!

Don’t miss out on this episode, which offers more than advice – it’s a roadmap to transforming your advisory practice.

 

Resources: 

Book Time with Jeremy Houser: 

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