24 episodes

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.

Advisor Mentorship Podcast Jeremy Houser

    • Business
    • 5.0 • 1 Rating

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.

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

    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 … Continue reading Houser Party of Four — Welcoming Baby Olivia (Ep. 23) →

    • 21 min
    Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo (Ep. 22)

    Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo (Ep. 22)

    In the last couple of years, there has been a shift in businesses, creating an abundance of advisors working virtually.  But it is not as easy as it may seem. To successfully manage a virtual business, you must stand out from the crowd. In this episode, Jeremy Houser speaks with Al Caicedo, president, and owner … Continue reading Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo (Ep. 22) →

    • 30 min
    A Mid-Year Review: Here’s How Advisors Can Continue Growing (Ep. 21)

    A Mid-Year Review: Here’s How Advisors Can Continue Growing (Ep. 21)

    While gaining outreach in such a saturated market can be extremely challenging, this year has been very prosperous for advisors.   This week, Jeremy Houser details ways to continue that growth for the remainder of this year and the years to come.  Jeremy highlights the role of innovation, creativity, and even time off when it comes … Continue reading A Mid-Year Review: Here’s How Advisors Can Continue Growing (Ep. 21) →

    • 19 min
    Annexus: Your Innovative Annuities & Insurance Solutions Platform with Ron Shurts (Ep. 20)

    Annexus: Your Innovative Annuities & Insurance Solutions Platform with Ron Shurts (Ep. 20)

    Advisors, it’s no secret that the annuity industry has substantially grown this year.  So what better month to discuss annuities than June, which is Annuity Awareness Month?  In this episode, Jeremy Houser is joined by Ron Shurts, entrepreneur and co-founder of Annexus. Ron talks about his path into the financial industry while detailing how Annexus … Continue reading Annexus: Your Innovative Annuities & Insurance Solutions Platform with Ron Shurts (Ep. 20) →

    • 25 min
    Simplicity Life — Life Insurance Made Simple & Easy with Nathan Jacobson (Ep.19)

    Simplicity Life — Life Insurance Made Simple & Easy with Nathan Jacobson (Ep.19)

    Often, misinformation leads to a missed opportunity for high returns. Thankfully, we have the knowledge you need to help your clients make an informed decision on their life insurance. This week, the Executive Vice President at Simplicity Life, Nathan Jacobson, joins Jeremy Houser to explain how independent financial professionals can use the tools and resources … Continue reading Simplicity Life — Life Insurance Made Simple & Easy with Nathan Jacobson (Ep.19) →

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

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

    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 … Continue reading Creating Impactful Leaders through Greater Connection with Mike Milligan (Ep.18) →

    • 30 min

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