Episode 65: Lessons Learned From a Top Advisors Team

Looking for ways to elevate your financial advisory practice? Staying in the loop with current industry standards and keeping an eye open for advancements in marketing technologies are key in helping yourself stand out from the crowd.

2024-06-25T16:20:20+00:00June 25, 2024|Podcast|

Episode 63: Navigating Value in Dynamic Markets With Robert Shiller, Jeremy Siegel, and Tom Haines

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, Tom Haines. Together they share unparalleled insights into the economic forecasts, the power of narratives in financial markets, and the crucial role of technology and differentiation for advisors in today's competitive landscape.

2024-05-21T14:15:36+00:00May 21, 2024|Podcast|

Episode 61: Building an Effective Succession Plan with Colleen Bowler

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 your mindset and overcoming limiting beliefs can pave the way for unparalleled success.

2024-04-16T17:55:32+00:00April 16, 2024|Podcast|

Episode 60: Mastering Your Mindset with Ricky Kalmon

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 your mindset and overcoming limiting beliefs can pave the way for unparalleled success.

2024-04-02T20:35:16+00:00April 2, 2024|Podcast|

Episode 59: Elevating Advisor Productivity: Lessons from The 2024 Founder’s Club Experience

In this insightful episode, Jeremy Houser sits down with Chris Manske, the innovative mind behind Manske Wealth Management. Together, they delve into the secrets behind the firm’s remarkable success and the strategic approaches that set it apart in the industry. By focusing on systems, learning from errors, and fostering team growth through revenue, Manske Wealth Management exemplifies how a business can thrive while keeping clients’ interests at the forefront.

2024-03-21T22:20:19+00:00March 21, 2024|Podcast|
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