Financial Technology – Advisor Mentorship Podcast

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

By Advisor Mentorship Podcast | June 25, 2024

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:

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Advisor Mentorship Program: The Evolution of AMP (Ep. 52)

By The Advisor Mentorship Podcast | December 5, 2023

How are AMP advisors thriving in today’s market?

Join us on an impactful journey with Jeremy Houser, Vice President of InsurMark, as he shares some secrets of Advisor Mentorship Program (AMP). Launched in 2018, AMP has united financial advisors across the U.S. into a thriving community. This episode dives into how AMP reshapes advisors from traditional product sellers to forward-thinking entrepreneurs.

Key Points to Spark Your Curiosity:

Learn how AMP advisors are integrating financial technology to enhance their strategies
Discover the importance of personal relationships and family support in professional success within AMP
Understand the significant influence of your closest connections on both personal and professional growth
Find out how AMP advisors set meaningful goals that transcend mere numbers
Explore the strategic decisions top advisors are making for future success
Get inspired by a potent planning strategy that focuses on what’s truly important
Learn about the advantages of early business planning and its impact
And much more!