Tag: Financial Plan
Lessons Learned from a Top Advisors Team (Ep. 65)

Lessons Learned from a Top Advisors Team (Ep. 65)

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Looking for ways to elevate your financial advisory practice? Staying in the loop with current industry standards and keeping an eye open for advancements in marketing technologies are key in helping yourself stand out from the crowd.

In this episode, Jeremy Houser delves into some of his recent activities while also highlighting the importance of effective communication, systematic processes, and utilizing state-of-the-art financial technology in order to keep your financial advisory practice up to date with current marketing trends.

With invaluable lessons from his travels and discussions about previous engaging podcast episodes featuring industry titans, Jeremy emphasizes the benefits of having a personal assistant and participating in live training events. 

Episode highlights:

  • Effective communication practices and how they are crucial for building connections and sharing information with your team
  • What systems and processes you should have in place to improve your efficiency and productivity
  • How to leverage financial technology and how it can provide a competitive advantage in your advisory
  • Utilizing up and coming marketing strategies to keep your business in the spotlight
  • The advantage of attending an upcoming live training and how it can enhance advisor skills and curate better client relationships

 

Resources: 

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.  3657594-0624B

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Wellness Is The Wealth with Stevyn Guinnip (Ep. 31)

Wellness Is The Wealth with Stevyn Guinnip (Ep. 31)

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When it comes to financial well-being, most people immediately think about creating a financial plan, saving up for their retirement, and being able to enjoy their golden years after the hustle is over.

What they don’t realize is that without physical well-being, those golden years might be overshadowed by a number of health problems, throwing a wrench in your plans for years to come. What if you treat your health as an asset?

In this episode, Jeremy Houser is joined by Stevyn Guinnip, the founder, and CEO of Grow Wellthy™. Through speaking to many advisors who have been in the business for more than 20 years, including her father, Stevyn unveils the similarities between financial and physical wellness and her approach to helping advisors and investors grow wellthy so that they can retire wellthy.

Stevyn discusses: 

  • Her connection to the financial world 
  • What motivated her to build Grow Wellthy™
  • The parallels between financial and physical wellness 
  • Tips and tricks advisors can follow to live a healthy lifestyle 
  • Ways health is a silent partner in our retirement plan
  • And more!

Resources: 

Connect with Stevyn Guinnip:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Stevyn Guinnip, MS, CWC is an exercise physiologist, certified wellness coach, and the daughter of a successful financial advisor. She is the Founder & CEO of Grow Wellthy™, a health and wellness advisory firm with a financial perspective. She believes that a financial plan without a wellness plan is only half a plan for success. Her new book on health and wealth for financial professionals will be coming out soon. You can read more about Stevyn’s story here.

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