Tag: Podcasting

Innovative Growth Opportunities For Advisors Right Now (Ep. 62)

Innovative Growth Opportunities For Advisors Right Now (Ep. 62)

In an era where technology is dominating new markets every day, one might think that Financial Advisors are next on the chopping block.

However, Jeremy Houser’s experience tells a different story. 

Jump into new growth areas for the financial advising community amidst current economic uncertainties. Explore how inflation, the Federal Reserve’s moves, and economic growth concerns influence investors and advisors. Jeremy shares insights on sticking to proven plans and processes for 2024 while offering advice on how to reach younger generations that will be accumulating a great deal of wealth over the next 20 years. Walk away with actionable advice on thriving in today’s economic environment, the groundbreaking impact of the Advisor Mentorship Program, and innovative approaches to client attraction and retention.

Jeremy discusses: 

  • The performance of the Advisor Mentorship Program in the first quarter of 2024 compared to first quarter of 2023
  • The systems, processes and tools that have helped these advisors see hockey stick growth 
  • Utilizing technology and social media marketing to attract younger generations and grow your advisory business 
  • The current state of the housing market
  • Implementing data-driven strategies for crafting effective marketing strategies
  • And more


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