The Investipal podcast
The advisor marketing conversation.
With Jeremiah Desmarais
Loads the YouTube player when selected.About this episode
Jeremiah Desmarais, introduced as CEO of Advisorist, discusses lessons from startups to billion-dollar exits and the evolution of advisor marketing. He shares his views on emotional storytelling, LinkedIn for client acquisition, the shift from advisor to coach, and building a seven-figure practice while working four days a week.
Discussion themes
- Lessons from startups, exits and the evolution of advisor marketing.
- Jeremiah’s perspective on emotional storytelling.
- LinkedIn and client acquisition.
- The advisor-to-coach shift and the practice model discussed in the episode.
These notes summarize the original episode description. They are not a transcript.