(EP. 30) How to Attract Clients in This Crowded Market: TIPS For Every

Discover how to stand out in a crowded market and attract clients even in today’s competitive business landscape. Learn proven strategies to sharpen your business vision, use AI tools for clear and powerful messaging, and build trust through video, so you become the go-to choice in your industry. Whether you’re a financial advisor, entrepreneur, or small business owner, these insights will help you rise above the noise and grow with purpose.

In this episode of Ideas by Mike™, Mike Milligan sits down with Jeremy Houser, VP and Senior Advisor Development Consultant at Simplicity InsurMark, to explore how clarity of vision, belief in yourself, and purposeful communication can set you apart.

Jeremy shares how writing your vision down (“vapor to paper”), using video to build trust when you’re not in the room, and embracing the mindset shift of “Why not me?” can fundamentally reshape your business and your life.

You’ll discover:

How video builds trust and credibility, even when you’re not there.
Why documenting your vision matters more than perfecting it.
How AI tools can help bring clarity to your message and mission.
The concept of "Retirement Chi" and creating a vision built around health, impact, and community.
How small mindset shifts and consistent habits lead to big growth.
Why personal connection is still the greatest differentiator in a crowded market.

If you're ready to move from ideas to action, and stop blending in, this episode is for you.

Chapters:

00:00 Introduction to Financial Planning and Personalization
02:42 Building a Unique Vision in Business
07:00 Creating Standards for Personal and Professional Growth
12:12 The Importance of Vision Statements
16:31 Leveraging AI and Technology for Business Growth
20:49 Breaking Out of the Sea of Sameness
27:27 Tools for a One-of-a-Kind Business

Connect with Jeremy Houser:

InsurMark AMP: https://insurmarkamp.com/jhouser/
LinkedIn:   / jeremyhouser  
YouTube:    / @jeremyhouseramp  

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

In early 2018, he identified a clear gap in service and support for advisors across the nation and built the Advisor Mentorship Program to address and close it. One of his passions within AMP is to help advisors refine their own process 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.

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Resources:
Daven Michaels Talks About The #1 Mistake Business Owners Make When Growing (Ep. 29):    • Daven Michaels Talks About The #1 Mistake ...  

Connect with Mike Milligan, CFP® -   / mikemilligancfp  

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LinkedIn Company Profile -   / ideas-by-mike-llc  
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Do you have any financial inquiries wanting to get answered?
Leave us an email - [email protected]
Or Call/Text Mike Milligan to help you out - 757-909-7151


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