Advisor Mentorship Podcast

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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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Advisors face adversities on a daily basis, it is important to learn how to face these challenges with systems and processes to overcome them. In this episode, Jeremy Houser sits down to discuss the importance of adopting effective mindsets, systems, and processes that will accelerate your business model and let you better help your clients. …

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When faced with adversity, It is up to you to choose a mindset that will drive you towards success. When you establish a greater purpose, your grit will shine through. In this episode, Jeremy Houser is joined by Austin Hatch, motivational speaker, to share his remarkable story of surviving two plane crashes and learn how …

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Just like that, the first quarter is over. Hard work coupled with effective communication is necessary to build momentum into the rest of the year. In this episode, Jeremy Houser discusses the many successes his team of advisors have seen in the first quarter and the several strategies the team has used to surpass their …

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