Mastering Your Digital Outreach with Jeremy Houser (Ep. 59)

Advisors, when was the last time you moved one of your processes online for greater client outreach and accessibility? In this episode, Brad Swineheart is joined by Jeremy Houser, VP, Senior Advisor Development Consultant at InsurMark and creator of the Advisor Mentorship Program (AMP), to talk about all things marketing.  Brad and Jeremy dive into … Continue reading Mastering Your Digital Outreach with Jeremy Houser (Ep. 59) →

Advisors, when was the last time you moved one of your processes online for greater client outreach and accessibility?

In this episode, Brad Swineheart is joined by Jeremy Houser, VP, Senior Advisor Development Consultant at InsurMark and creator of the Advisor Mentorship Program (AMP), to talk about all things marketing. 

Brad and Jeremy dive into the world of marketing for financial advisors while exploring the value of webinars, meetings, and online messaging to further grow and develop your business.

Brad and Jeremy discuss: 

The benefits of moving towards a more virtual business model
Some reasons why you might want to consider podcasting if you have clients who are not able to meet you in person
The value of elevating your digital outreach (and digital footprint) game and ways it can help you (effectively) connect with clients in the virtual realm 
Ways advisors (like you!) can effectively leverage and manage your time by outsourcing your marketing efforts
How to determine your marketing budget
And more!

Resources:

ProudMouth 
PodRocket Academy – ProudMouth
LinkedIn: Matt Halloran

Connect with Jeremy Houser:

LinkedIn: Jeremy Houser
InsurMark
Advisor Mentorship Program
The Advisor Mentorship Podcast

Connect with Brad Swineheart:

LinkedIn: Brad Swineheart
Twitter: Brad Swineheart

About Our Guest:

As a trusted consultant and advisor to the financial professionals he serves, Jeremy Houser is committed to helping you professionalize all aspects of your practice and unlock your full potential. 

In early 2018, Jeremy identified a clear gap in service and support for advisors across the nation and built the Advisor Mentorship Program (AMP) to address and close it. One of his passions within AMP is to help advisors refine their own processes and attract clients instead of chasing them. 

Today, this pro­gram continues to help a select group of advisors stay focused on achieving consistent growth while adding value to their practice and de­veloping Business Alpha through the resources available through InsurMark.