Tag: Personal Branding
Proven Habits and Social Media Strategies for Growth (Ep. 79)

Proven Habits and Social Media Strategies for Growth (Ep. 79)

By |

Growth is not just about working harder; it’s about working smarter with a clear vision and the right systems in place.

In this episode, Jeremy Houser kicks off 2025 by sharing essential strategies for business growth and efficiency. From embracing new habits to leveraging social media, he breaks down how advisors can refine their processes, elevate their presence, and achieve sustainable success. 

Key highlights include the value of efficiency, the importance of social media in connecting with clients, and the mindset shifts necessary to thrive in a rapidly changing industry.

Jeremy discusses:

  • The habits and systems top-performing advisors adopt to maximize efficiency and achieve substantial year-over-year growth
  • The “7-11-4” strategy for engaging potential clients through content, touchpoints, and diverse platforms, based on data from Google and Forbes
  • The shifting role of social media in financial advising, including tips for creating targeted, impactful content
  • The value of delegating administrative tasks to focus on high-impact activities and personal development
  • Why to think about 2027 today!
  • And more!

Connect with Jeremy Houser:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson (Ep. 72)

Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson (Ep. 72)

By |

Balancing multiple businesses and a fulfilling personal life is a challenge many entrepreneurs face.

How do you manage a thriving career while maintaining a strong family foundation? How do you leverage social media to grow your brand and connect with clients?

In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Chad Willardson—a five-time bestselling author and manager of $1.2 billion in investments. We’ll dive deep into Chad’s journey from a successful career at Merrill Lynch to founding Pacific Capital, and discover how he balances running multiple businesses with family life. 

Whether you’re an advisor looking to differentiate yourself or a young entrepreneur in need of guidance, this episode is packed with insights that can elevate your game.

They discuss: 

  • Chad’s transition from Merrill Lynch to founding Pacific Capital after the 2008 financial crisis
  • The importance of having a disciplined, growth-focused mindset
  • How effective use of LinkedIn has transformed Chad’s business and personal brand
  • Practical advice for young professionals on blending personal authenticity with business growth
  • And more!

 

Resources: 

Connect With Chad Willardson:

Connect with Jeremy Houser:

About Our Guest:

Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm that serves high-net-worth entrepreneurs and families. He is also the Founder of Platinum Elevated, a coaching program designed to help entrepreneurs achieve financial and lifestyle freedom.

In addition to his professional roles, Chad is a five-time best-selling author. Some of his notable works include “Stress-Free Money” and “Smart, Not Spoiled”. He is recognized as one of the top wealth management experts in the country, helping clients manage their finances, increase cash flow, and reduce stress about money.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories