Tag Archives: Team

FEATURE

Wrapping Up The Third Quarter — The Power Of The Pen (Ep. 24)



In January, the year ahead seems so long, but suddenly, Labor Day hits, and we look back and realize we are ready to wrap up the third quarter. 

Throughout the year, there have been some big changes to our industry, allowing advisors to hone their skills to attract prospects and secure new deals. 

In this episode, Jeremy Houser explains must-know shifts in the advising industry while detailing ways you can use these to your advantage to pull in prospects and create a meaningful bond that will secure client and team loyalty.

Jeremy discusses: 

  • What types of conversations you should be having with prospects
  • The importance of adapting to different marketing tactics and strategies
  • The value in going against the grain, separating yourself from the competition
  • Ways to present yourself and your team as industry experts 
  • And more!

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FEATURE

Houser Party of Four — Welcoming Baby Olivia (Ep. 23)



After a long-awaited 9 months, Jeremy Houser and his wife Christina are overjoyed to welcome their newborn, Olivia. 

In this episode, Jeremy talks about everything newborn and how his lifestyle has evolved since becoming the ‘Houser Family of Four.’ Jeremy talks about his career, the steps he is taking for his children, and how he has been able to navigate his business amid the arrival of his daughter. 

Jeremy discusses: 

  • Ways he and his family have adjusted their life and work balance 
  • How he has used the help of advisors he trusts to create a sound financial plan for his children
  • His 2022 motto for keeping his advisors motivated
  • Understanding the value of a single-income household
  • What’s his future business looking like 
  • And more!

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FEATURE

8. Learn from the Present and Set Goals for 2022



Just like that, another year has passed. 

Have you been able to persevere and come out on top of your goals as a financial advisor?

In this episode, Jeremy Houser sits down to discuss the successful year he and his team have had, how they were able surpass their goals, and discuss critical plans for the future that hopefully drive success for his team and audience.

Jeremy discusses: 

  • How Jeremy’s advisors were able to exceed their goals in climate of 2021
  • How appropriate use of technology has given advisors the upperhand to support their clients
  • The positive impact the Advisor Mentorship Podcast has had on Jeremy and his team
  • What to expect from the podcast in the new year
  • And more

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FEATURE

1. Meet Your Host, Jeremy Houser



Systems work, people fail. In today’s crowded marketplace, advisors must find a way to differentiate themselves from the competition.

Introducing the Advisor Mentorship Podcast – Processes and Systems for the 21st Century Advisor with your host, Jeremy Houser!

In this inaugural episode, get to know Jeremy Houser, as he shares his specialty in the financial space, some facts about himself and who he is outside of the office, and how he stays on track in the financial industry.

Jeremy discusses: 

  • Who he serves in the industry and what his speciality is
  • A motto he says to keep himself on track and stay focused
  • What he would do if he had all the money in the world
  • And more

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