Tag: Social Media

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: 

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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

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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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