Tag: Marketing
How to 10X: Transforming Advisors into CEOs (Ep. 77)

How to 10X: Transforming Advisors into CEOs (Ep. 77)

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How can advisors elevate their practice from transactional interactions to becoming true CEOs of their business? 

In this episode, Jeremy Houser shares strategies for financial advisors to transition from daily operations to strategic leadership. He highlights the importance of delegation, embracing a digital presence, and building high-performing teams to amplify business impact. 

From leveraging habits to refining processes, this episode provides actionable insights for sustainable growth.

Jeremy discusses: 

  • The shift in mindset required for advisors to think and act as CEOs, focusing on leadership and delegation
  • The integration of digital tools and branding to establish a stronger market presence and client engagement
  • The role of teams in handling client communication, administrative tasks, and follow-ups, allowing advisors to focus on high-value activities
  • Practical habits and routines for advisors to optimize productivity and maintain a growth mindset
  • The importance of tailored processes and systems to streamline business operations and drive client conversions
  • And more!

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From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

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Success isn’t just about working harder—it’s about working smarter and knowing when & how to scale.

In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Michael Ginsberg, founder of Ginsberg Financial Strategies, who shares his remarkable journey from being a solo advisor to building a thriving team, highlighting the dramatic impact it’s had on his business and personal life.

You’ll learn the importance of mindset shift in hiring, the power of a well-crafted recruitment process, and how focusing on high-value activities can lead to significant business growth.

They discuss: 

  • Michael’s transition from a solo advisor to managing a team
  • Strategies that led to 5X growth within 12 months
  • Leveraging a third-party consulting firm to hire the right people
  • The role of mindset in making pivotal business decisions
  • Insights on improving client relationships through operational efficiency
  • The significance of having a well-structured hiring process
  • And more!

Resources: 

Connect With Michael Ginsberg:

Connect with Jeremy Houser:

About Our Guest:

Michael Ginsberg founded Ginsberg Financial Strategies in 2012 to move beyond traditional financial advice that left retirement-focused clients vulnerable to market losses.

He is passionate about helping clients create reliable retirement income and was fed up with risky market-based solutions. Therefore, he developed a simple income-based blueprint that empowers clients to create lifetime wealth.

Now, he helps diligent savers in the East Bay use his Lifetime Wealth BlueprintSM to protect what they have, grow it carefully, and feel confident retiring knowing their money will last as long as they need it to.

Everything they do—their services, operations, and outreach—is shaped by this goal.

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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:

Book Time with Jeremy Houser: 

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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Systems Work People Fail 2.0: Next Steps To Scale Your Business (Ep. 42)

Systems Work People Fail 2.0: Next Steps To Scale Your Business (Ep. 42)

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As the world has shifted dramatically over the past two years, with virtual appointments becoming the norm, it is essential to stay updated and equipped with the right tools to establish trust and credibility with your clients.

In this episode, Jeremy Houser unpacks the details of the Systems Work People Fail 2.0 Webinar. Listen in as Jeremy details what are some of the resources advisors are using to achieve success in the fixed index annuities arena while differentiating themselves within their industry.

Jeremy discusses:

  • The significance of the recent Systems Work People Fail 2.0 Webinar and its relevance in today’s rapidly evolving market for the independent financial professional
  • Ways consumer behavior has changed
  • Processes and tools required to separate yourself from the competition and establish yourself as an authority within your industry 
  • The role of technology and the value of having a robust digital presence to build trust and reach a broader audience
  • The value of having strong mentorship and messaging as an advisor  
  • And more!

Resources: 

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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The Power of Forecasting & How To Stand Out (Ep. 38)

The Power of Forecasting & How To Stand Out (Ep. 38)

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The first quarter of 2023 has brought nothing but success to Jeremy Houser and his team at InsurMark.

But it doesn’t stop there.

From human connections to financial technology, marketing, and coaching, in this episode, Jeremy reviews the first quarter of 2023 while giving an overview of what’s to come for the short and long term for the team at InsurMark and their advisors.

Jeremy discusses: 

  • The concept of ‘lost decade’ and the importance of protecting investment returns during challenging times
  • Ways advisors (like you!) can stay on top of technology while managing information overload and delegating tasks effectively 
  • InsurMark’s approach to helping you forecast investment opportunities
  • The importance of building long-lasting and resourceful relationships with your clients
  • What you should know about being ‘coachable’ and the ways coaches, mentors, and like-minded individuals can help you leverage time and technology 
  • The multi-generational wealth transfer that will occur in the next 20 years and the potential opportunities it carries for advisors 
  • And more!

Resources: 

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37)

The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37)

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Year by year, the InsurMark team strives to make sure advisors have all kinds of systems and processes in place to grow their businesses while retaining clients and generating new prospects. 

From proven sales and marketing systems to helping you get there, advisors — you are about to discover the financial wellness resource you need for you and your clients.

In this episode, Jeremy Houser is joined by Erik Sussman, the CEO, and founder of the Institute of Financial Wellness (IFW), to unveil the firm’s approach to developing clear, unbiased, engaging, fact-based financial education, resources, and services for advisors and consumers.

Erik discusses: 

  • What you should know about the IFW Retirement Roadmap Experience
  • The firm’s bucket approach to retirement planning and how it blends in with volatile markets
  • The value of taking a step back every once in a while to work on your business instead of in your business
  • Ways the IFW can help you leverage your time effectively when it comes to marketing
  • The power of a concierge service added to your team
  • And more!

Connect with Erik Sussman:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Erik C. Sussman, CLU®, ChFC®, CFP®, and CEO of The Institute of Financial Wellness founded the company to provide financial education, resources, and services that help people live their best lives.

For Financial Professionals:

The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. 

For Consumers:

The Institute of Financial Wellness is the most comprehensive multi-media network for financial education, resources, and services.

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A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler (Ep. 36)

A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler (Ep. 36)

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In an industry as saturated as the financial one, it is easy to be another sheep in the pack and blend in based on similar services and marketing strategies. 

Thankfully, at InsurMark, the team works with a number of different individuals whose firms are not your typical cookie-cutter business but have unique tools and resources. 

In this episode, Jeremy Houser is joined by Terry Wheeler from WE Alliance Wealth Advisors, Inc. Terry reveals what separates him and his practice from his industry competitors when it comes to wealth planning, including his more traditional approach to client and advisor-facing operations. 

Terry discusses: 

  • His experience at InsurMark’s Founder’s Club and key takeaways from similar advisors
  • Ways his firm approaches technological advancements and marketing solutions 
  • The value of  face-to-face meetings and in-person interactions with clients 
  • Some saving strategies his company focuses on
  • Ways his firm works on identifying the right product for advisors and their clients
  • And more!

Connect with Terry Wheeler:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Terry Wheeler is the founder, managing member, and lead portfolio strategist of WE Alliance Institutional, LLC and WE Alliance Wealth Advisors, Inc. He is an accomplished Portfolio and Wealth Strategist Planner; a Wealth, Estate, and Tax Planning Attorney; a frequent lecturer, and formerly an adjunct tax professor at U.C. Davis. 

Terry began his career in the banking and lending industries, but in 1991 he transitioned his focus to the investment world, beginning with Dean Witter Reynolds. His education includes a Bachelor of Science degree in Financial Planning from San Diego State University and a Juris Doctor Degree in Law from the University of the Pacific McGeorge School of Law. He is also a post-doctorate graduate through the Master’s program of the Esperti Peterson institute and a participant in MIT’s blockchain and cryptocurrency course offerings.

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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)

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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. 

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Wrapping Up The Third Quarter — The Power Of The Pen (Ep. 24)

Wrapping Up The Third Quarter — The Power Of The Pen (Ep. 24)

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In January, the year ahead seems so long, but suddenly, Labor Day hits, and we look back and realize we are ready to wrap up the third quarter. 

Throughout the year, there have been some big changes to our industry, allowing advisors to hone their skills to attract prospects and secure new deals. 

In this episode, Jeremy Houser explains must-know shifts in the advising industry while detailing ways you can use these to your advantage to pull in prospects and create a meaningful bond that will secure client and team loyalty.

Jeremy discusses: 

  • What types of conversations you should be having with prospects
  • The importance of adapting to different marketing tactics and strategies
  • The value in going against the grain, separating yourself from the competition
  • Ways to present yourself and your team as industry experts 
  • And more!

Resources:

Book time with Jeremy Houser: 

Connect with Jeremy Houser:

 

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Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo (Ep. 22)

Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo (Ep. 22)

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In the last couple of years, there has been a shift in businesses, creating an abundance of advisors working virtually. 

But it is not as easy as it may seem. To successfully manage a virtual business, you must stand out from the crowd.

In this episode, Jeremy Houser speaks with Al Caicedo, president, and owner of CKS Summit Group. Al shares different strategies advisors can incorporate when switching to an online platform and the personalization they need to create a loyal customer base. 

Al discusses: 

  • The importance of incorporating webinars and video messaging within your practice 
  • The truth about trust, ego, and commitment when it comes to building and maintaining a business in this virtual environment 
  • How to keep your clients informed without throwing them an abundance of oversaturated information
  • Ways to personalize your relationship with your clients 
  • And more!

Resources:

Connect with Al Caicedo:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Al Caicedo is the president and owner of CKS Summit Group. Al’s focus is to help his clients enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand for themselves the financial path they should follow. He has spent twenty years helping clients protect and preserve their assets. His safe money strategies helped clients save millions of dollars during the latest market collapse.



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