How can advisors elevate their practice from transactional interactions to becoming true CEOs of their business? 

In this episode, Jeremy Houser shares strategies for financial advisors to transition from daily operations to strategic leadership. He highlights the importance of delegation, embracing a digital presence, and building high-performing teams to amplify business impact. 

From leveraging habits to refining processes, this episode provides actionable insights for sustainable growth.

Jeremy discusses: 

• The shift in mindset required for advisors to think and act as CEOs, focusing on leadership and delegation
• The integration of digital tools and branding to establish a stronger market presence and client engagement
• The role of teams in handling client communication, administrative tasks, and follow-ups, allowing advisors to focus on high-value activities
• Practical habits and routines for advisors to optimize productivity and maintain a growth mindset
• The importance of tailored processes and systems to streamline business operations and drive client conversions
• And more!

Connect with Jeremy Houser:

• 713-808-8548
• Schedule a Call
• jeremy.houser@simplicitygroup.com
• Advisor Mentorship Program
• YouTube: Jeremy Houser
• Instagram: @jeremyhouser_amp
• InsurMark
• LinkedIn: Jeremy Houser

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More