エピソード

  • Roadmap For Success with Tony Sifuentes (Ep. 75)

    Roadmap For Success with Tony Sifuentes (Ep. 75)
    2024/11/12
    What can independent advisors learn from 20 years of experience? In this episode, Jeremy Houser connects with Tony Sifuentes, the VP Advisor Development Consultant at Simplicity InsurMark, who brings over two decades of experience in the financial services industry. This conversation highlights proven strategies to help advisors maximize their potential, offering fresh insights into business …

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    30 分
  • Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA (Ep. 74)

    Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA (Ep. 74)
    2024/10/29
    Can you lead your business through change without losing balance? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Rob Ferguson, CEO of Ferguson Alliance, to explore how independent advisors can differentiate themselves through effective restructuring and strategic planning. You’ll gain insights on how to evolve from a salesperson to a …

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    41 分
  • From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

    From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)
    2024/10/15
    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 …

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    41 分
  • Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson (Ep. 72)

    Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson (Ep. 72)
    2024/10/01
    Balancing multiple businesses and a fulfilling personal life is a challenge many entrepreneurs face. How do you manage a thriving career while maintaining a strong family foundation? How do you leverage social media to grow your brand and connect with clients? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Chad …

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    31 分
  • Running 100 Miles in One Month! (Ep. 71)

    Running 100 Miles in One Month! (Ep. 71)
    2024/09/17
    Many believe that setting lofty goals amidst a busy life is a recipe for failure. But in the case of Jeremy Houser, he’s proved it’s not only possible, but can also be immensely rewarding. In this episode of the Advisor Mentorship Podcast, Jeremy recounts his extraordinary journey of running 100 miles in the month of …

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    30 分
  • Institutionalizing Your Business for Long-Term Success with Ken McGee (Ep. 70)

    Institutionalizing Your Business for Long-Term Success with Ken McGee (Ep. 70)
    2024/09/03
    The most successful financial advisors in 2024 are laser-focused on one thing above all, and that’s operations. In this installment of the Advisor Mentorship Podcast, host Jeremy Houser welcomes Ken McGee, the COO of Simplicity, for an in-depth discussion on how focusing on operations is transforming entrepreneurial financial advisory practices. Learn about the most critical …

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    27 分
  • How to Leverage Volatility in Today’s Market with Tony Barchetto (Ep. 69)

    How to Leverage Volatility in Today’s Market with Tony Barchetto (Ep. 69)
    2024/08/20
    Do you think volatility control is too complex or risky to manage? It can feel confusing, but you may reconsider those feelings as new technology continues to change the financial landscape. Join host Jeremy Houser as he chats with Tony Barchetto, Founder and CEO of Salt Financial. Drawing from his extensive experience in senior leadership …

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    26 分
  • From Power Outages to Parenthood: Thriving Through Life’s Curveballs (Ep. 68)

    From Power Outages to Parenthood: Thriving Through Life’s Curveballs (Ep. 68)
    2024/08/06
    How can advisors strike a balance between their career goals and personal responsibilities, especially in challenging times? Join host Jeremy Houser as he shares his personal experiences and insights on managing both professional and family life. In this episode, Jeremy, Vice President at InsurMark, opens up about his recent challenges and how he stayed productive …

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    28 分