Tag: Success
From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

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Success isn’t just about working harder—it’s about working smarter and knowing when & how to scale.

In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Michael Ginsberg, founder of Ginsberg Financial Strategies, who shares his remarkable journey from being a solo advisor to building a thriving team, highlighting the dramatic impact it’s had on his business and personal life.

You’ll learn the importance of mindset shift in hiring, the power of a well-crafted recruitment process, and how focusing on high-value activities can lead to significant business growth.

They discuss: 

  • Michael’s transition from a solo advisor to managing a team
  • Strategies that led to 5X growth within 12 months
  • Leveraging a third-party consulting firm to hire the right people
  • The role of mindset in making pivotal business decisions
  • Insights on improving client relationships through operational efficiency
  • The significance of having a well-structured hiring process
  • And more!

Resources: 

Connect With Michael Ginsberg:

Connect with Jeremy Houser:

About Our Guest:

Michael Ginsberg founded Ginsberg Financial Strategies in 2012 to move beyond traditional financial advice that left retirement-focused clients vulnerable to market losses.

He is passionate about helping clients create reliable retirement income and was fed up with risky market-based solutions. Therefore, he developed a simple income-based blueprint that empowers clients to create lifetime wealth.

Now, he helps diligent savers in the East Bay use his Lifetime Wealth BlueprintSM to protect what they have, grow it carefully, and feel confident retiring knowing their money will last as long as they need it to.

Everything they do—their services, operations, and outreach—is shaped by this goal.

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Systems Work People Fail 2.0: Next Steps To Scale Your Business (Ep. 42)

Systems Work People Fail 2.0: Next Steps To Scale Your Business (Ep. 42)

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As the world has shifted dramatically over the past two years, with virtual appointments becoming the norm, it is essential to stay updated and equipped with the right tools to establish trust and credibility with your clients.

In this episode, Jeremy Houser unpacks the details of the Systems Work People Fail 2.0 Webinar. Listen in as Jeremy details what are some of the resources advisors are using to achieve success in the fixed index annuities arena while differentiating themselves within their industry.

Jeremy discusses:

  • The significance of the recent Systems Work People Fail 2.0 Webinar and its relevance in today’s rapidly evolving market for the independent financial professional
  • Ways consumer behavior has changed
  • Processes and tools required to separate yourself from the competition and establish yourself as an authority within your industry 
  • The role of technology and the value of having a robust digital presence to build trust and reach a broader audience
  • The value of having strong mentorship and messaging as an advisor  
  • And more!

Resources: 

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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Creating Impactful Leaders through Greater Connection with Mike Milligan (Ep.18)

Creating Impactful Leaders through Greater Connection with Mike Milligan (Ep.18)

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Connecting a driven mindset with education and effective systems and practices uncovers record-breaking feats.

In this episode, Jeremy Houser is joined by Mike Milligan, Founder of Ideas by Mike. Mike is a CFP who unveils ways he’s finding success as an advisor, business practices, and operations. Through systems and practices, Mike highlights the critical role InsurMark’s partnership has played in the acceleration of Ideas by Mike, LLC.

Mike discusses: 

  • Ways he is helping his customers during this volatile time 
  • How to invest in your business through different strategies to see impactful growth
  • The power of stories and resources and how they reflect in his own podcast: Stories, Resources, and Ideas
  • How his partnership with InsurMark has supported and excelled his business
  • And more!

Resources:

Connect with Mike Milligan:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Mike Milligan has been a Certified Financial Planner since 2002. He understands what most people endure in life and understands that life is not a simple pie chart of diversified priorities and passions to spread out risk; we go all in, all the time. That’s why Mike is here to help you with that and learn from your experience so he can pass along what he has learned and what he has lived.

 

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