Tag: Team Building
How to 10X: Transforming Advisors into CEOs (Ep. 77)

How to 10X: Transforming Advisors into CEOs (Ep. 77)

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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:

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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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The Entrepreneur Blueprint with Mike Milligan (Ep. 64)

The Entrepreneur Blueprint with Mike Milligan (Ep. 64)

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Adopting innovative ideas and a fresh approach is a great way to transform your financial advisory career. Lets dive into an industry leading Entrepreneurs mindset!

Join Jeremy Houser as he talks with Mike Milligan, the visionary entrepreneur and Certified Financial Planner® behind Ideas by Mike. Together, they touch on the ever-evolving landscape of the financial services industry, sharing insights on thriving in a post-COVID world, leveraging technology for growth, and the importance of adapting to meet clients’ changing needs. Follow along to elevate your practice and create impactful, lasting change within the industry.

Jeremy and Mike discuss: 

  • The transition to offering virtual financial services and the advantages of reaching clients nationwide
  • Strategies for effective entrepreneurship and business growth in the financial sector
  • Embracing financial technology in the virtual world
  • The struggles and perseverance of business owners from being overworked and under-resourced to overcome issues
  • The impact of COVID-19 on the industry and how it has reshaped advisor-client interactions
  • The importance of assembling the right team to foster innovation and improve service
  • And more

 

Resources:

Connect with Mike Milligan:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

About Our Guest:

Mike Milligan is the CEO of Ideas By Mike. With over 24 years of experience in guiding individuals through the complexities of finance and life, Mike is well-versed in offering support as an advisor, confidant, and mentor. He acknowledges the universal need for assistance and credits his own journey of personal growth and professional success to the invaluable guidance he has received.

Having transformed physical fitness and business acumen, Mike recognizes the power of mentorship and cognitive control in shaping one’s life choices. A lifelong learner, he channels his honed expertise to aid others, drawing from his qualifications in life and health insurance, as well as his CFP® (CERTIFIED FINANCIAL PLANNER™) and Accredited Investment Fiduciary® (AIF®) designations.

Mike’s career trajectory spans stints at major financial institutions and boutique investment firms, culminating in the establishment of his own firm nearly a decade ago. His professional ethos centers on being the trusted advisor who prioritizes the best interests of every client. On a personal level, Mike aspires to excel as a devoted father to his three children—Zach, Grace, and Paige—and a supportive husband to his wife, Leigh Ana. The Milligan household is further enriched by the presence of their cherished canine companions, Lady Goos and Lady Luna.

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The Value of Processes & Systems To Grow Your Business Virtually with Erich Castillo (Ep. 26)

The Value of Processes & Systems To Grow Your Business Virtually with Erich Castillo (Ep. 26)

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Effective management and having systems in place are some of the aspects that Jeremy Houser and his advisors value the most in their business setting. 

However, going 100% virtual when it comes to marketing is not for everyone.

In this episode, Jeremy Houser is joined by financial advisor and founder of Cornerstone Wealth Management, Erich Castillo, to unveil this year’s wins and losses when it comes to business innovation, consistency, and client connection. Erich and Jeremy also shed light on the benefits of incorporating business-oriented online and digital tools.

Erich discusses: 

  • The importance of keeping a consistent message across your business 
  • Some business challenges he has faced this year 
  • Stories and processes that are helping him this year convert prospects
  • How going virtual has allowed his business to scale and become more efficient 
  • And more!

Connect with Erich Castillo:

Book time with Jeremy Houser:

Connect with Jeremy Houser:

About Our Guest:

Erich Castillo is the founder of Cornerstone Wealth Management. Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky, while earning a Bachelor’s degree in Finance and Education at the University of Kentucky. Erich had the opportunity to work as an athletic trainer for the football, basketball, soccer, women’s gymnastics, and men’s tennis teams. 

Erich began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards, which inspired him to found his own business. In 2004, he founded Cornerstone Wealth Management, where he has more flexibility to provide personalized and client-centric service. 

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