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

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

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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:

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The Future of Advisor Marketing with Matt Halloran (Ep. 78)

The Future of Advisor Marketing with Matt Halloran (Ep. 78)

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Marketing for financial advisors is evolving faster than ever, with new tools and strategies reshaping client engagement and business growth.

How can advisors prepare for 2025 and beyond while building authentic client relationships? 

In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Matt Halloran, co-founder of ProudMouth, to explore game-changing tactics for advisors, including leveraging social media, integrating video content, and mastering active listening to foster deeper connections. 

Matt also shares insights from his new book, “Shut the F Up and Listen”, offering actionable advice on transforming communication and marketing approaches to meet modern challenges.

Matt discusses:

  • Using video as a critical tool for client engagement and social media visibility
  • The growing importance of content marketing and “social proof” in building trust
  • The role of AI in enhancing marketing efficiency while maintaining a human touch
  • Active listening strategies from his book to deepen client relationships and improve sales outcomes
  • Key tips for reallocating marketing budgets to focus on high-impact digital strategies
  • And more!

Resources: 

Connect with Matt Halloran:

Connect with Jeremy Houser:

About Our Guest:

Matt Halloran is a co-founder of ProudMouth, the world’s leading influence accelerator for financial advisors. An in-demand speaker, he’s appeared on over 1,000 podcasts. As well, Matt is the host of ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of “The Social Media Handbook for Financial Advisors,” the first social media book for financial services.

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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)

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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.

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

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

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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

 

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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FEATURE
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)

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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: 

Book Time with Jeremy Houser: 

Connect With Jeremy Houser:

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FEATURE
5. Service Oriented Mindset as an Advisor with Roger Smith

5. Service Oriented Mindset as an Advisor with Roger Smith

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It is important to constantly be striving to improve your business processes to serve your customers with a service-oriented mindset.

In this episode, Jeremy Houser speaks with Roger Smith, president at Roger Smith Agency to share the processes that he is utilizing for business success in the area of Waynesboro, Tennessee. Roger discusses the challenges that his business has faced over the past year, and how his processes have helped him to continue to succeed.

Roger discusses: 

  • How his business stands out from traditional P&C shops
  • Three challenges his business has faced this year
  • His biggest investment in his business over the last five years
  • Strategies his business uses to get in front of new prospects
  • And more

Connect With Roger Smith:

Connect With Jeremy Houser:

About Our Guest:

Roger has been helping families protect and enjoy their retirement for over 30 years. Roger has over 5000 satisfied clients. Roger is blessed to have two daughters Chesney & Kennedy, along with a granddaughter Camila.

He has served over the last 21 years as a Rotarian including 2 terms as President. Chamber of Commerce President and Board of Directors. Board member on William Thomas Helton foundation which helps people with disabilities. Sunday School Teacher at Waynesboro First Baptist Church. Benefactor for Abigail’s Plan, an organization dedicated to providing baseball  field and facilities to handicapped children and Sheltering Tree Ranch, a small private Christian school for Autistic children.

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