Advisor Mentorship Podcast

Building Momentum Through Systems, Training, and Delegation (Ep. 90)

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Growth is possible, even in a slower market, when advisors focus on what matters most.

In this episode, Jeremy Houser checks in with listeners on personal and professional wins while sharing how his team continues to outperform the broader industry. He breaks down the tools, training, and strategies that have helped advisors thrive in 2025 and beyond, even as the market cools.

Jeremy discusses:

  • How his team achieved 15% growth year-over-year despite the fixed indexed annuity market declining 5% in Q1
  • The critical role of advisor trainings, masterminds, and personal development resources like book lists and mindset work
  • Leveraging technology and AI tools for efficient marketing, faster client communication, and content creation, including replacing costly agencies
  • The value of delegation in building strong advisor teams, including examples of growing from solo shops to teams of 19+
  • How consistency in content, authenticity, and strategic use of social media drive trust, visibility, and client engagement
  • And more!

    • Connect with Jeremy Houser:

    • [email protected]
    • 713-808-8548
    • Schedule a Call
    • Our Teams Website
    • Connect with Jeremy
    • @jeremyhouser_amp
    • @jeremyhouserAMP
      • ...more
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