Tag: Financial Services
Building Momentum Through Systems, Training, and Delegation (Ep. 90)

Building Momentum Through Systems, Training, and Delegation (Ep. 90)

By |

Growth is possible, even in a slower market, when advisors focus on what matters most.

In this episode, Jeremy Houser checks in with listeners on personal and professional wins while sharing how his team continues to outperform the broader industry. He breaks down the tools, training, and strategies that have helped advisors thrive in 2025 and beyond, even as the market cools.

Jeremy discusses:

  • How his team achieved 15% growth year-over-year despite the fixed indexed annuity market declining 5% in Q1
  • The critical role of advisor trainings, masterminds, and personal development resources like book lists and mindset work
  • Leveraging technology and AI tools for efficient marketing, faster client communication, and content creation, including replacing costly agencies
  • The value of delegation in building strong advisor teams, including examples of growing from solo shops to teams of 19+
  • How consistency in content, authenticity, and strategic use of social media drive trust, visibility, and client engagement
  • And more!

Connect with Jeremy Houser:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

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

By |

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:

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. 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories