65 episodes
Advisor Mentorship Podcast Jeremy Houser
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Systems work, people fail. In today’s crowded marketplace, advisors must find a way to differentiate themselves from the competition. Learn how to elevate your game and accomplish incredible feats as Jeremy Houser teaches you proven systems and processes to successfully build a 21st century advisory practice, and discover how developing a work-life balance is not only possible but achievable.
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The Entrepreneur Blueprint with Mike Milligan (Ep. 64)
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 … Read More Read More
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Navigating Value in Dynamic Markets With Robert Shiller, Jeremy Siegel, and Tom Haines (Ep. 63)
Ready to navigate value with the experts? Strap in for a knowledge-packed episode where academic insights meet real-world financial strategies! This week, host Jeremy Houser is joined by a dynamic team of academics, consisting of Nobel Prize-winning economist Professor Robert Shiller, acclaimed author and economist Professor Jeremy Siegel, and Executive Vice President of Annexus Group, … Read More Read More
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Innovative Growth Opportunities For Advisors Right Now (Ep. 62)
In an era where technology is dominating new markets every day, one might think that Financial Advisors are next on the chopping block. However, Jeremy Houser’s experience tells a different story. Jump into new growth areas for the financial advising community amidst current economic uncertainties. Explore how inflation, the Federal Reserve’s moves, and economic growth … Read More Read More
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Building an Effective Succession Plan with Colleen Bowler (Ep. 61)
Building a business is tough, but leaving it can be even tougher. In this installment of the Advisor Mentorship Podcast, Jeremy Houser sits down with the distinguished Colleen Bowler, CFP®, who has not only successfully navigated the complexities of building a robust planning firm, Strategic Wealth Planners, but has also championed a seamless succession transition. … Read More Read More
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Mastering Your Mindset with Ricky Kalmon (Ep. 60)
Ready to grow in 2024? Mindset matters. Join us on the latest installment of the Advisor Mentorship Podcast as Jeremy Houser and special guest Ricky Kalmon delve into the world of mindset mastery. Explore the essential traits of successful sales leaders in 2024 and the importance of differentiation in the advisor space. Discover how mastering … Read More Read More
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Elevating Advisor Productivity: Lessons from The 2024 Founder’s Club Experience (Ep. 59)
Don’t just imagine your success, strategize for it and make that dream a reality. In the latest installment of the Advisor Mentorship Podcast, Jeremy Houser reflects on the incredible growth and success his team has experienced this year so far. From reducing the number of advisors in monthly strategy calls to fostering a hyper-focused and … Read More Read More