Advisor Mentorship Podcast

The financial advisory business is on the cusp of a massive transformation!  Is your firm ready to catch the wave of the Silver Tsunami? Are you prepared to engage with the next generation of clients who communicate and consume information very differently? In this episode, Jeremy Houser discusses the challenges and opportunities facing financial advisors … Read More Read More

With tax laws set to change and political uncertainty shaping the economy, financial professionals must stay ahead of the curve. How can advisors prepare their clients for potential tax hikes? What does the current administration mean for financial markets and regulations? In this episode, Jeremy Houser speaks with Jeff Bush, founder of The Washington Update, … Read More Read More

Building a thriving financial practice is not about working harder but working smarter. How can systems transform how you serve clients and expand your business's reach? How do emotional connections and holistic strategies pave the way for growth? In this episode, Jeremy Houser interviews Terry Wheeler of WE Alliance Wealth Advisors, who shares his journey … Read More Read More

Time is the most valuable asset for any entrepreneurial CEO. Knowing how to delegate effectively and implement scalable processes can lead to not only higher revenue but also a better work-life balance. In this episode, Jeremy Houser shares key strategies that have helped advisors increase their income while reducing stress. He explores the importance of … Read More Read More

Volatile markets demand innovative strategies, and 2025 presents both challenges and opportunities. This week, host Jeremy Houser speaks with Tom Rozman, Chief Investment Officer of Simplicity Wealth, about strategies to thrive during market uncertainty. They explore leveraging tax-efficient tools, understanding market trends, and enhancing client relationships through innovation and teamwork.  Tom discusses: Strategies to enhance … Read More Read More

2025 holds immense potential for growth and transformation within the fixed index annuity space. High interest rates, changing market dynamics, and evolving client needs are creating new opportunities for financial advisors. In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Tom Haines, EVP of Capital Markets & Index Solution at Annexus, … Read More Read More

Uncertainty defines the future, but clear insights can help us prepare for what lies ahead. What does the second Trump administration mean for the economy? How will markets react to tax cuts, tariffs, and AI advancements?  In this episode, Jeremy Houser interviews Professor Jeremy Siegel from the Wharton School to discuss economic trends, stock market … Read More Read More

Growth is not just about working harder; it's about working smarter with a clear vision and the right systems in place. In this episode, Jeremy Houser kicks off 2025 by sharing essential strategies for business growth and efficiency. From embracing new habits to leveraging social media, he breaks down how advisors can refine their processes, … Read More Read More

Marketing for financial advisors is evolving faster than ever, with new tools and strategies reshaping client engagement and business growth. How can advisors prepare for 2025 and beyond while building authentic client relationships?  In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Matt Halloran, co-founder of ProudMouth, to explore game-changing tactics … Read More Read More

How can advisors elevate their practice from transactional interactions to becoming true CEOs of their business?  In this episode, Jeremy Houser shares strategies for financial advisors to transition from daily operations to strategic leadership. He highlights the importance of delegation, embracing a digital presence, and building high-performing teams to amplify business impact.  From leveraging habits … Read More Read More

What does it take to grow your advisory firm while staying true to your values?  In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Larry Sprung, Founder of Mitlin Financial and esteemed Investopedia Advisor Council member.  They dive into the power of creating a purpose-driven business and how Mitlin Financial has … Read More Read More

What can independent advisors learn from 20 years of experience? In this episode, Jeremy Houser connects with Tony Sifuentes, the VP Advisor Development Consultant at Simplicity InsurMark, who brings over two decades of experience in the financial services industry.  This conversation highlights proven strategies to help advisors maximize their potential, offering fresh insights into business … Read More Read More

Can you lead your business through change without losing balance? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Rob Ferguson, CEO of Ferguson Alliance, to explore how independent advisors can differentiate themselves through effective restructuring and strategic planning.  You'll gain insights on how to evolve from a salesperson to a … Read More Read More

Success isn't just about working harder—it's about working smarter and knowing when & how to scale. In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Michael Ginsberg, founder of Ginsberg Financial Strategies, who shares his remarkable journey from being a solo advisor to building a thriving team, highlighting the dramatic impact … Read More Read More

Balancing multiple businesses and a fulfilling personal life is a challenge many entrepreneurs face. How do you manage a thriving career while maintaining a strong family foundation? How do you leverage social media to grow your brand and connect with clients? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Chad … Read More Read More

Many believe that setting lofty goals amidst a busy life is a recipe for failure. But in the case of Jeremy Houser, he's proved it's not only possible, but can also be immensely rewarding. In this episode of the Advisor Mentorship Podcast, Jeremy recounts his extraordinary journey of running 100 miles in the month of … Read More Read More

The most successful financial advisors in 2024 are laser-focused on one thing above all, and that's operations.  In this installment of the Advisor Mentorship Podcast, host Jeremy Houser welcomes Ken McGee, the COO of Simplicity, for an in-depth discussion on how focusing on operations is transforming entrepreneurial financial advisory practices.  Learn about the most critical … Read More Read More

Do you think volatility control is too complex or risky to manage?  It can feel confusing, but you may reconsider those feelings as new technology continues to change the financial landscape. Join host Jeremy Houser as he chats with Tony Barchetto, Founder and CEO of Salt Financial. Drawing from his extensive experience in senior leadership … Read More Read More

How can advisors strike a balance between their career goals and personal responsibilities, especially in challenging times? Join host Jeremy Houser as he shares his personal experiences and insights on managing both professional and family life. In this episode, Jeremy, Vice President at InsurMark, opens up about his recent challenges and how he stayed productive … Read More Read More

Many believe that annuities are just high-commission products that lock up your money.  But is this really the case? Looking deeper into the positive aspects of annuities can help you understand how they could enhance your financial plans. Join host Jeremy Houser as he welcomes Sheryl Moore, Founder and CEO of Moore Market Intelligence, to … Read More Read More

To grow your advisory business, you may actually need to do less, not more. That may sound backwards, but productivity and growth is all about having the right systems and processes in place to save yourself and your team from spending time on busy work and tedious tasks. Join Jeremy Houser, Vice President of InsurMark, … Read More Read More

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. In this episode, Jeremy Houser delves into some of his recent activities while also highlighting the importance of … Read More Read More

Adopting innovative ideas and a fresh approach is a great way to transform your financial advisory career. Lets dive into an industry leading Entrepreneurs mindset! Join Jeremy Houser as he talks with Mike Milligan, the visionary entrepreneur and Certified Financial Planner® behind Ideas by Mike. Together, they touch on the ever-evolving landscape of the financial … Read More Read More

Ready to navigate value with the experts? Strap in for a knowledge-packed episode where academic insights meet real-world financial strategies! 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, … Read More Read More

In an era where technology is dominating new markets every day, one might think that Financial Advisors are next on the chopping block. However, Jeremy Houser's experience tells a different story.  Jump into new growth areas for the financial advising community amidst current economic uncertainties. Explore how inflation, the Federal Reserve's moves, and economic growth … Read More Read More

Building a business is tough, but leaving it can be even tougher.  In this installment of the Advisor Mentorship Podcast, Jeremy Houser sits down with the distinguished Colleen Bowler, CFP®, who has not only successfully navigated the complexities of building a robust planning firm, Strategic Wealth Planners, but has also championed a seamless succession transition. … Read More Read More

Ready to grow in 2024? Mindset matters. 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 … Read More Read More

Don't just imagine your success, strategize for it and make that dream a reality.  In the latest installment of the Advisor Mentorship Podcast, Jeremy Houser reflects on the incredible growth and success his team has experienced this year so far. From reducing the number of advisors in monthly strategy calls to fostering a hyper-focused and … Read More Read More

In today's fast-paced financial world, many advisors struggle to focus on what they are experts at and attracting the right client. 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 … Read More Read More

In today's digital age of Google & YouTube, financial advisors continue to face the daunting challenge of standing out among the crowd. This episode of the Advisor Mentorship Podcast provides a treasure trove of insights to harness the power of video marketing to solve just that. Jeremy Houser is joined by Founder of Advisor Video … Read More Read More

New innovations are making life insurance more accessible!  Join us for this episode of The Advisor Mentorship Podcast', where InsurMark Vice President Jeremy Houser welcomes back Jeremy Bickler from NIW, part of the Simplicity Family. Together they dive into challenges and celebrate successes, particularly spotlighting NIW's innovative Kaizen life insurance plan. Key Highlights: Discover how … Read More Read More

Looking to stay ahead and on top of 2024's financial advising game? Dive into the future of financial advising with the latest episode of InsurMark's “Advisor Mentorship Podcast,” featuring Vice President Jeremy Houser. Kicking off with a celebration of their record-breaking achievements in December, Jeremy sets the stage for an engaging exploration of the strategies … Read More Read More

Is your financial advisory strategy future-proof? Discover innovative strategies in financial advising with insights from Jeremy Houser, AMP host and Vice President of InsurMark, as he engages in a thought-provoking conversation with Tom Haines, EVP of Capital Markets & Index Solution at Annexus. With a background that includes a significant tenure at UBS in New … Read More Read More

There are new ways to help yourself stand out in the growing landscape of financial advisors. Uncover the secrets with Jeremy Houser, Vice President of InsurMark, in a captivating episode of the Advisor Mentorship Podcast. He explores the essential strategies for advisors to stand out in an increasingly competitive market. Jeremy emphasizes enhancing performance, fostering … Read More Read More

How are AMP advisors thriving in today's market?  Join us on an impactful journey with Jeremy Houser, Vice President of InsurMark, as he shares some secrets of Advisor Mentorship Program (AMP). Launched in 2018, AMP has united financial advisors across the U.S. into a thriving community. This episode dives into how AMP reshapes advisors from … Read More Read More

Is 10X actually easier than 2X?  Join the conversation with Jeremy Houser as he digs into this intriguing concept in this episode of the Advisor Mentorship Podcast. This episode goes beyond typical financial advisory talks, diving into groundbreaking strategies that are reshaping how advisors achieve success and maintain balance in today's ever-changing world. In this … Read More Read More

The Advisor Mentorship Podcast has reached a new milestone! 50 Episodes! Milestone episodes deserve milestone guests, which is why this week, Jeremy Houser welcomes Rob Harvey, CFA, Co-Head of Product Specialists and Vice President at Dimensional Fund Advisors. In this special episode, Jeremy and Rob sit together to chat about the work being done at Dimensional … Read More Read More

In our industry, to excel beyond your competitor, advisors desperately need to transform their practices into businesses and leverage technology and resources to maximize efficiency.  In this episode, Jeremy Houser, Vice President at InsurMark discusses the growth potential of the fixed index annuity industry, and the importance of mindset and confidence in achieving success. He … Read More Read More

With the expansion of InsurMark within the Simplicity family and the transition of leadership from Steve Kerns to Jeff Maxey, there have been a number of changes happening to our team that have expanded our insights and learning practices.   In this episode, Jeremy Houser details the progression of InsurMark up to date including key financial … Read More Read More

Do you ever think about the power of Simplicity in business? In this episode, Jeremy Houser is joined by Bruce Donaldson, CEO and President of Simplicity Group. They discuss the importance of advisors, creating a positive work culture, differentiating themselves, and achieving work-life balance. Donaldson shares his personal experience with retirement planning and how it … Read More Read More

Good leaders are made, not born.  In this episode, Jeremy Houser is joined by the new President of InsurMark, Jeff Maxey, to discuss his leadership philosophy, emphasizing the importance of teamwork, removing obstacles, and respecting everyone's role within the organization. Jeff discusses:  His commitment to the success of his team members and how he plans … Read More Read More

It's the passing of the torch at InsurMark!  In this episode, Jeremy Houser is joined by Steve Kerns, the CEO and Founder of InsurMark. Steve announces his new role as the Executive Vice President of Business Relationships at Simplicity Group. As Steve assures that InsurMark will continue to provide excellent service and support to agents … Read More Read More

Have you done your homework? Are your papers in order? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by InsurMark's very own case manager, Felicia Turner. Together they discuss the evolution of the company over the past decade while Felicia emphasizes the importance of completing product training, maintaining a balanced team, … Read More Read More

Are you looking to differentiate yourself from your competitors and create a brand that can endure the ever-changing advisor space?  In this episode, Jeremy Houser is joined by Greg DuPont, an estate planning attorney and founder of DuPont Wealth Solutions. Greg emphasizes the use of themes and systems, the importance of a reliable team, and … Continue reading Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43) →

As the world has shifted dramatically over the past two years, with virtual appointments becoming the norm, it is essential to stay updated and equipped with the right tools to establish trust and credibility with your clients. In this episode, Jeremy Houser unpacks the details of the Systems Work People Fail 2.0 Webinar. Listen in … Continue reading Systems Work People Fail 2.0: Next Steps To Scale Your Business (Ep. 42) →

As the summer is right around the corner and the shorts come out to play, it is the perfect time to prep the grill and get ready for everything summer.   In this episode, Jeremy Houser unveils his plans for the summer. Other than spending quality time with family and flipping those burger buns, Jeremy reveals … Continue reading Taking The Trip: Here's What To Look Forward To at InsurMark (Ep. 41) →

We all know that the insurance industry is facing challenges in the current market environment, but what are the solutions, and what does the future look like? In this episode, Jeremy Houser speaks with Mitch Anderson, the VP/ Senior Relationship Manager at Athene USA. Mitch talks about Athene's growth within the annuities space and their … Continue reading Athene's Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40) →

Over the past 40 years, the team at InsurMark has been helping advisors incorporate annuities and life insurance in their clients' retirement plans. But that's not everything. Did you know we also help with asset-based long-term care? In this episode, Jeremy Houser is joined by InsurMark's asset-based long-term care advisor development consultant, Jeff Sather, to … Continue reading Solidifying Your Golden Years: Navigating Long-Term Care with Jeff Sather (Ep. 39) →

The first quarter of 2023 has brought nothing but success to Jeremy Houser and his team at InsurMark. But it doesn't stop there. From human connections to financial technology, marketing, and coaching, in this episode, Jeremy reviews the first quarter of 2023 while giving an overview of what's to come for the short and long … Continue reading The Power of Forecasting & How To Stand Out (Ep. 38) →

Year by year, the InsurMark team strives to make sure advisors have all kinds of systems and processes in place to grow their businesses while retaining clients and generating new prospects.  From proven sales and marketing systems to helping you get there, advisors — you are about to discover the financial wellness resource you need … Continue reading The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37) →

In an industry as saturated as the financial one, it is easy to be another sheep in the pack and blend in based on similar services and marketing strategies.  Thankfully, at InsurMark, the team works with a number of different individuals whose firms are not your typical cookie-cutter business but have unique tools and resources.  … Continue reading A Fiduciary-Based Approach To Your Client's Wealth Planning Needs with Terry Wheeler (Ep. 36) →