Effective management and having systems in place are some of the aspects that Jeremy Houser and his advisors value the most in their business setting.

However, going 100% virtual when it comes to marketing is not for everyone.

In this episode, Jeremy Houser is joined by financial advisor and founder of Cornerstone Wealth Management, Erich Castillo, to unveil this year’s wins and losses when it comes to business innovation, consistency, and client connection. Erich and Jeremy also shed light on the benefits of incorporating business-oriented online and digital tools.

Erich discusses:

  • The importance of keeping a consistent message across your business
  • Some business challenges he has faced this year
  • Stories and processes that are helping him this year convert prospects
  • How going virtual has allowed his business to scale and become more efficient
  • And more!