Tag: Growth
Elevating Advisor Productivity: Lessons from The 2024 Founder’s Club Experience (Ep. 59)

Elevating Advisor Productivity: Lessons from The 2024 Founder’s Club Experience (Ep. 59)

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Don’t just imagine your success, strategize for it and make that dream a reality. 

In the latest installment of the Advisor Mentorship Podcast, Jeremy Houser reflects on the incredible growth and success his team has experienced this year so far. From reducing the number of advisors in monthly strategy calls to fostering a hyper-focused and value-driven community, Jeremy shares insights into the dedication and progress of these advisors. Jeremy also goes on to share highlights from the most recent Founders’ Club experience in Nashville, which featured impactful speakers like Dr. Kevin Elko, Brittany Hodak, Carl Richards and more.

Jeremy discusses:

  • The continuing growth and success among top advisors on his team
  • Highlights from the recent Founders’ Club experience in Nashville
  • Impactful takeaways and quotes from guest speakers
  • Strategies for attracting Gen X clients
  • And more 

 

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Ascent to Greatness (Ep. 49)

Ascent to Greatness (Ep. 49)

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In our industry, to excel beyond your competitor, advisors desperately need to transform their practices into businesses and leverage technology and resources to maximize efficiency. 

In this episode, Jeremy Houser, Vice President at InsurMark discusses the growth potential of the fixed index annuity industry, and the importance of mindset and confidence in achieving success. He shares personal experiences and emphasizes the need to find your unique superpower and have the right team in place.

Jeremy discusses: 

  • The growth potential of the fixed index annuity industry
  • The importance of mindset and confidence in achieving success
  • The importance of having a vision and creating your own standards 
  • Leveraging technology and resources to maximize efficiency
  • The concept of focusing on the 20% of efforts that generate revenue and delegating the remaining 80%
  • And more

 

Resources: 

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FEATURE
Houser Party of Four — Welcoming Baby Olivia (Ep. 23)

Houser Party of Four — Welcoming Baby Olivia (Ep. 23)

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After a long-awaited 9 months, Jeremy Houser and his wife Christina are overjoyed to welcome their newborn, Olivia. 

In this episode, Jeremy talks about everything newborn and how his lifestyle has evolved since becoming the ‘Houser Family of Four.’ Jeremy talks about his career, the steps he is taking for his children, and how he has been able to navigate his business amid the arrival of his daughter. 

Jeremy discusses: 

  • Ways he and his family have adjusted their life and work balance 
  • How he has used the help of advisors he trusts to create a sound financial plan for his children
  • His 2022 motto for keeping his advisors motivated
  • Understanding the value of a single-income household
  • What’s his future business looking like 
  • And more!

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