Team – Page 2 – Advisor Mentorship Podcast

8. Learn from the Present and Set Goals for 2022

By the-advisor-mentorship-podcast | December 22, 2021

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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1. Meet Your Host, Jeremy Houser

By the-advisor-mentorship-podcast | August 31, 2021

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.