Tag: Motivational

Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)

Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)

Are you looking to differentiate yourself from your competitors and create a brand that can endure the ever-changing advisor space? 

In this episode, Jeremy Houser is joined by Greg DuPont, an estate planning attorney and founder of DuPont Wealth Solutions. Greg emphasizes the use of themes and systems, the importance of a reliable team, and utilizing the coaching he has received from the Advisor Mentorship Program to pave the way for his success. 

Greg discusses: 

  • The challenges he faces in managing expenses and revenue
  • His mission to positively impact one million lives by 2030
  • How focusing on a team environment improves company performance 
  • Strategies he has learned through coaches in the industry
  • And more

Connect With Greg DuPont:

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About Our Guest:

Greg DuPont is a financial advocate all about using proven strategies to eliminate debt, reduce lifetime tax costs, and generate more disposable income. He helps attorneys, professionals, and small business owners ensure that their money supports their life and the way they want to live it. 

Debt and taxes provide the greatest challenges to building, preserving, and transferring wealth. Greg focuses on true tax planning: not only looking for solutions to current income taxes but also your lifetime tax cost. 

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

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

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: 

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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.

Systems and Processes that are Pushing Advisors (Ep. 17)

Systems and Processes that are Pushing Advisors (Ep. 17)

Advisors face adversities on a daily basis, it is important to learn how to face these challenges with systems and processes to overcome them.

In this episode, Jeremy Houser sits down to discuss the importance of adopting effective mindsets, systems, and processes that will accelerate your business model and let you better help your clients.

Jeremy discusses: 

  • The impact Austin Hatch’s message had with advisors from Episode 16
  • Creating a marketing strategy that supports you and your business model
  • Building client trust in the virtual and in-person setting 
  • How Gen X will be reshaping the financial landscape in the years to come
  • And more

Resources: 

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Adding Grit to Your Mindset with Austin Hatch (Ep. 16)

Adding Grit to Your Mindset with Austin Hatch (Ep. 16)

When faced with adversity, It is up to you to choose a mindset that will drive you towards success. When you establish a greater purpose, your grit will shine through.

In this episode, Jeremy Houser is joined by Austin Hatch, motivational speaker, to share his remarkable story of surviving two plane crashes and learn how to apply his G.R.I.T. mentality to overcome individual and team adversities. 

Austin Hatch discusses: 

  • The power of commitment and how it changes his life
  • What G.R.I.T. means and how to apply the mentality
  • The importance  of establishing a greater purpose and setting standards 
  • How the G.R.I.T. mentality can better prepare you as a financial professional
  • And more

Connect With Austin Hatch:

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About Our Guest:

In the first 27 years of Austin’s life, he survived two separate plane crashes, which led to the tremendous loss of his immediate family, and a severe list of injuries that nearly took his own life. Coming out of a 2-month long coma after the second plane crash, he had to relearn basic life skills such as walking and talking. The adversity he faced was extremely challenging, but Austin made the decision that he was going to find a way to overcome it and fulfill his dream of playing basketball for the University of Michigan.

Instead of choosing to dwell on my circumstances, Austin has decided to share his life experiences with others, providing a variety of organizations with a message about thriving in the midst of adversity, grit and hope. Austin is now a full-time motivational speaker, and considers himself blessed to be able to add value to a variety of organizations across the country.

Getting Ahead of This Year’s First Quarter with Effective Systems (Ep. 15)

Getting Ahead of This Year’s First Quarter with Effective Systems (Ep. 15)

Just like that, the first quarter is over. Hard work coupled with effective communication is necessary to build momentum into the rest of the year.

In this episode, Jeremy Houser discusses the many successes his team of advisors have seen in the first quarter and the several strategies the team has used to surpass their first quarter goals. Learn more about how you can separate your business from the pack through highly effective marketing and systems.

Jeremy discusses: 

  • What is separating certain advisors from the rest of the pack
  • How to effectively market to your specific client base
  • Crafting effective messaging for social media
  • How to adapt your business to build an effective brand online
  • And more

Resources: 

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Leverage Your Mindset with Ricky Kalmon (Ep. 14)

Leverage Your Mindset with Ricky Kalmon (Ep. 14)

Anything successful requires an investment of time and energy.

To be that better leader, parent, successful entrepreneur, or whatever your internal goal is, you need to take action on creating a better mindset for your day-to-day activities.

In this episode, Jeremy Houser is joined by Ricky Kalmon, mindset expert, motivational speaker, and celebrity hypnotist to discuss changing your habits and the way you think to live a more present life in your personal and professional life. Ricky shares how he has been able to help thousands of people around the world through his mindset message and techniques.

Ricky Kalmon discusses:

  • What mindset means to Ricky
  • Revisiting your subconscious mind to better understand your skill set
  • How to turn off work-mode to be more present
  • How you can update your internal software to be a better you
  • And more

Connect With Ricky Kalmon:

Book Time with Jeremy Houser: 

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About Our Guest:

Ricky Kalmon is a mindset expert, motivational speaker, and celebrity hypnotist who delivers high-energy and motivational keynote programs. His programs are inspirational and offer compelling, applicable tools anyone can use in personal and professional development. Kalmon reveals how our mindset can be the greatest tool in achieving new heights, reducing stress, and increasing productivity and potential. Ricky Kalmon’s mindset message and techniques will change the way you live, work, and think. Kalmon works with Fortune 500 companies, sales teams, leaders, executives, and sports teams, teaching them how to reinforce their thoughts and beliefs to enhance their results. By creating awareness of your thoughts, Kalmon reveals how to enhance your mindset to eliminate doubt and ignite your positive intentions. Through his programs, thousands have changed their world by changing the way they think. In addition, he has made numerous special guest appearances on ESPN, Disney, Hallmark Channel, Fox, FX, E, HLN/CNN, TV Guide and Comedy Central. Ricky Kalmon delivers top rated corporate entertainment and mindset motivational keynote programs for corporate events, meetings and special events.