Advisor Mentorship Podcast

Markets are often viewed through numbers, charts, and economic data, but there is another layer influencing how they move.  How can advisors better understand these forces and connect them to portfolio performance? And how can they explain those movements in a way that resonates with clients? In this episode, Jeremy Houser interviews Ronnie Sadka, Founder and Managing Partner of MKT MediaStats and Professor at Boston College’s Carroll School of Management, about narrative-driven investing. He explains how media data, behavioral finance, and systematic research can help advisors track what is driving market attention. Ronnie also shares how identifying narrative momentum and asset sensitivity can provide clearer explanations for performance and offer a different lens on diversification and long-term strategy. Ronnie discusses: How public narratives can influence markets before they fully appear in asset prices Why slow-moving themes like inflation, AI, and conflict may affect portfolios over time How MKT MediaStats tracks digital media data to quantify market attention Why advisors can use narrative exposure to explain portfolio movement to clients How long-short strategies may add a different source of portfolio diversification And more! Connect with Ronnie Sadka: LinkedIn: Ronnie Sadka Website: MKT MediaStats Website: Boston College Carroll School of Management Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Ronnie Sadka is the founder and managing partner of MKT MediaStats, senior associate dean for faculty, chairperson and professor in the Seidner Department of Finance, and the Haub Family Professor at the Boston College Carroll School of Management. His research focuses on the liquidity in financial markets. Ronnie is a frequent speaker at academic and practitioner conferences, his work has appeared in various outlets including Journal of Finance, Journal of Financial Economics, Journal of Accounting Research, Journal of Accounting and Economics, Journal of Financial and Quantitative Analysis, and Financial Analysts Journal, and has been covered by New York Times, Wall Street Journal, and CNBC. Prior academic experience includes teaching at the University of Chicago (Booth), New York University (Stern), Northwestern University (Kellogg), and the University of Washington (Foster). Industry experience includes Goldman Sachs Asset Management and Lehman Brothers (quantitative strategies). Sadka recently served on the economic advisory board of NASDAQ OMX. Professor Sadka earned a B.Sc. (Magna Cum Laude) in industrial engineering and a M.Sc. (Summa Cum Laude) in operations research, both from Tel-Aviv University. He received a Ph.D. in finance from Northwestern University (Kellogg). Disclosure #: 5366624 – 0526

Why do some leaders move forward with clarity while others stay stuck even when they know what to do? The difference often comes down to habits, discipline, and how daily choices align with long-term goals. In this episode, Jeremy Houser interviews David Butler, Fractional Chief Growth & Leadership Officer, about how habits and behavior influence business performance and personal growth. David shares lessons from mentors like Stephen Covey, Brian Tracy, and Marshall Goldsmith, explaining why clarity is essential for achievement and why awareness alone does not create change. He also introduces a simple framework for turning values into action through goal setting, daily reflection, and intentional habits that drive consistent progress. Key takeaways: Why writing down goals creates clarity and aligns daily behavior with long-term vision The productivity pyramid framework of discover, plan, and act to turn values into outcomes Daily leadership habits that help founders focus on meaningful results instead of busy work A process you can start today in order to get more out of life in the next 90 days Best practices from successful founders that will enhance your mindset  Common limiting beliefs that prevent leaders from reaching their full potential Small daily behaviors and reflection practices that create long-term growth and progress And more! Resources:  The Seven Habits of Highly Effective People by Stephen Covey Maximum Achievement by Brian Tracy The Slight Edge by Jeff Olson Atomic Habits by James Clear Connect with David Butler: LinkedIn: David Butler Connect with Jeremy Houser: [email protected]  713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: David is a Leadership Architect and Fractional Executive who works with high-performing financial advisors and founders who want to grow beyond being the top producer in the room. He began his career in insurance in 1986 and has spent nearly four decades working across financial services, technology, manufacturing, and international business. Along the way, he’s held executive leadership roles with Franklin Covey, Brian Tracy International, and WordPerfect, and has lived and worked extensively in Mexico and Spain. Today, David works with elite producers who feel the tension between personal production and building something that can truly scale. He helps them recognize what he calls the “Success Trap”, when the very drive that built the business starts to limit its next level of growth, and guides them in building firms that execute better, grow stronger teams, and increase long-term value. Disclosure # 5243524 – 0426

Many advisors rely on instinct to run their business. But what happens when you replace guesswork with real numbers? Understanding what drives growth, where prospects fall out of the funnel, and how marketing actually performs can change how a firm operates. In this episode, Jeremy Houser interviews Molly Pierce, CEO of Track That Advisor, about how financial advisors can use data to improve marketing, hiring, and client conversion. She explains the benchmarks advisors should track, including stick rate, close rate, and cost per client. Molly also shares insights from annual industry studies covering billions in assets and tens of thousands of appointments.  The conversation highlights when to hire staff, how seminars continue producing strong results, and why understanding KPIs can transform advisors from practitioners into business leaders. Key takeaways: Why advisors often misunderstand their real close rate and how a 30% industry benchmark provides clarity What are the benchmarks for advisors based on metrics from 150 different advisory businesses How annual studies analyzing billions in assets reveal patterns in marketing funnels and advisor growth The importance of tracking stick rate, close rate, case size, and cost per client to guide decisions The best ROI marketing for an advisor based on 2025 data Why workshops and dinner seminars continue delivering strong ROI despite common industry skepticism How pending leads and delayed appointments signal the need to hire staff and improve capacity And more! Connect with Molly Pierce: LinkedIn: Molly Pierce Website: Track That Advisor [email protected]  Connect with Jeremy Houser: [email protected]  713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Molly Pierce is the CEO of Track That Advisor (TTA), a data and analytics company dedicated to helping financial advisors understand, measure, and scale their businesses with clarity. Through TTA’s Resource Center, benchmarking studies, and Data Storytelling Course, Molly equips advisors and IMOs with the tools to move beyond vanity metrics and lead with real performance data. Known for translating complex numbers into actionable strategy, Molly helps advisory firms understand key drivers like cost per client, close rate, stick rate, and marketing ROI, empowering them to become their own data coach instead of relying on guesswork. She is also the host of The Advisor Summit Podcast, where she interviews industry leaders on growth, leadership, and operational excellence in the advisory space. When she’s not diving into dashboards, Molly is raising her two mullet headed boys with her husband in Arizona. They enjoy anything outdoors, hunting, boating, & going to the dunes. 5243517 – 0326

Standing out today takes more than showing up. It requires clarity, consistency, and a message that actually connects. Are you building a brand people trust, or just posting to stay visible? In this episode, Jeremy Houser shares how advisors can adapt to AI, shifting consumer behavior, and the coming $84 trillion wealth transfer. He explains why Gen X is the next major opportunity, how digital presence drives credibility, and why authenticity, discipline, and consistent content are essential for advisors who want to scale nationally and remain relevant in the years ahead. Key takeaways: Why Gen X, ages 46 to 61, will inherit $29 trillion and reshape advisor marketing strategies  How 7 hours of content and 11 touchpoints build trust in today’s buying process Why advisors must become entertainers to capture attention in 8 seconds The risk of copying AI posts word-for-word instead of building authentic messaging How discipline, daily writing, and community drive long-term brand authority And more! Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP Disclosure #: 5243472 – 0326

What would it take for your business to operate without you? And how much value are you leaving on the table by building around yourself instead of around systems? In this episode, Jeremy Houser speaks with Bob Zamary, Partner and Director of Practice Management at Simplicity, about helping advisors build enterprise value and long-term freedom. They outline the foundations of equity value, from repeatable processes and documented sales systems to mission-driven hiring and leadership. Bob also shares how revenue diversification, data tracking, and intentional onboarding strengthen both valuation multiples and client experience. Bob highlights: Why documented sales, onboarding, and service workflows increase valuation and scalability How revenue diversification expands enterprise value and attracts stronger multiples The role of mission-driven hiring in retention and long-term team alignment Why data tracking and CRM visibility are essential for strategic growth decisions When is an advisor truly ready to scale and bring on a business consultant? How efficiency must translate into a better client experience to sustain referrals And more! Connect with Bob Zamary: LinkedIn: Bob Zamary Simplicity Group Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Bob Zamary is a Partner and Director of Practice Management at Simplicity, leading a team dedicated to empowering financial advisors. Drawing on over 25 years of experience leading operations and client services through large-scale integrations, he provides the practical guidance and streamlined operations advisors need to become confident business owners and grow their practices. Bob and his wife, Caroline, live in Scottsdale, Arizona. They enjoy spending time with their four adult children and four grandchildren nearby, and Bob’s hobbies include community service, travel, hiking, and mountain biking. Disclosure #: 5207200 – 0226

Big growth strategies rarely fail because the ideas are bad; they fail because the business doesn’t have the systems to execute them. What happens when you take the leap from “top producer” to “business owner”… and suddenly you’re responsible for hiring, operations, marketing, forecasting, and leadership on top of selling? In this episode, Jeremy Houser sits down with Jeff Maxey, President at Simplicity InsurMark, to unpack what’s changed since Jeff took the helm and why building a senior leadership team became the unlock for faster execution. Jeff shares the mindset shift that comes with leadership, how Simplicity InsurMark runs weekly/monthly/quarterly planning rhythms, and why the “system for managing” (meetings, reports, dashboards, accountability) is what creates freedom, not the title of being independent. They also break down the waterfall report, how seasonality impacts sales forecasting, and why advisors who know their numbers and plan with their teams keep winning year after year. The conversation closes with how great advisors stand out through world-class client experience (think Amazon and Chewy), plus why hiring and communication tools like the Predictive Index help eliminate bias and build stronger teams. Key takeaways: ● Why advisors lose freedom and face frustration when they lack strong systems and processes ● How a senior leadership team helps you execute more, faster (without drowning in ideas) ● The weekly meeting rhythm Simplicity InsurMark uses to create clarity, alignment, and accountability ● Why the waterfall report is a must-have for forecasting and decision-making ● How seasonality affects sales goals when tracking numbers ● The real competition: any company delivering elite customer experience (Amazon-level) ● How client experience moments (Chewy’s “Bear” story) create clients for life ● Why advisors should hire for complementary strengths not clones of themselves ● How the Predictive Index helps reduce bias and improve hiring + communication And more! Connect with Jeff Maxey: LinkedIn: Jeff Maxey Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Jeff Maxey is the President at Simplicity InsurMark. Since stepping into the role, Jeff has helped lead a period of strong growth with a major focus on leadership development, building a senior leadership team, and implementing systems that help advisors and internal teams execute at a higher level. He’s passionate about mentoring the next generation of leaders and helping advisors move from frustration to freedom through structure, accountability, and repeatable business rhythms. Disclosure #: 5129437 – 0226

Big financial strategies rarely fail because of numbers alone; they fail when expectations are unclear. What happens when interest rates rise, returns pause, or assumptions change after a plan is already in motion? In this episode, Jeremy Houser interviews Vincent Munno, Partner at Simplicity Group, about premium financing strategies for ultra-high-net-worth clients. Vincent explains how setting conservative expectations, modeling zero-return scenarios, and focusing on client need helps advisors maintain trust through market shifts. The conversation covers interest rate risk, policy performance, ideal client profiles, and why estate and succession planning should lead every discussion. Key takeaways: Why premium financing conversations must begin with need, not projections How showing worst-case scenarios upfront prevents future breakdowns The role of annual reviews in managing rate and performance shifts Which client profiles align best with long-term financing strategies How advisors position premium financing within estate planning discussions And more! Connect with Vincent Munno: LinkedIn: Vincent Munno Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Vince Munno is the CEO and Founding Partner of Universal Financial Consultants, as well as a principal of USAnnuity Partners with over 30 years of experience in estate and retirement planning. Vince built and developed Universal Financial Consultants to become one of the top insurance marketing firms in the nation, built on the values of hard work, integrity, and the value of relationships. UFC’s primary goal is to become a true partner in helping you build the Premium Practice. Vince trademarked “PremiumLife”, which is a sales system that encompasses everything an advisors needs to set their clients up for a secure financial future, bringing the advisor and the client closer to their vision of the life they’ve always dreamed of. To Vince, the “PremiumLife” consists of family, friends, rich experiences, great memories, and the confidence in personal success and that of clients and friends. Disclosure #: 5129431 – 0226

Most advisory firms look similar on the surface, yet growth often stalls when everything is built around one person or a single approach. What happens when you intentionally step away from one-size-fits-all thinking and design a firm around individuality, adaptability, and long-term vision? In this episode, Jeremy Houser welcomes back Mike Milligan, CFP®, Founder of 1.oak Financial, to talk about his firm’s rebrand and the thinking behind it. He shares why scalability required a shift away from personality-driven branding, how client-centered planning became the foundation, and what advisors need to rethink as they prepare for the future of the industry. Key takeaways: Why personal brands can limit growth when a firm is designed to scale beyond one individual How one-size-fits-all planning models often overlook client stories and individual goals The role listening plays in converting prospects into long-term clients Why creativity and partnerships matter more than repeating old solutions Some tips on how to run a virtual practice across the country How advisors can plug into training platforms to grow faster And more! Resources:  The One of a Kind Financial Plan by Mike Milligan Connect with Mike Milligan: LinkedIn: Mike Milligan Website: 1.oak Financial Connect with Jeremy Houser: [email protected]  713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Mike Milligan is the founder of 1.oak Financial. Mike’s interest in business and money started early. At age 11, he helped his grandmother count her cash each day after work, acting as her informal “CFO” since she did not use a bank. Watching her build a small collard sandwich business later in life shaped his entrepreneurial mindset and respect for purpose-driven work. That experience influenced Mike’s approach to financial planning, learning to value every dollar and connect money to intention. Over more than 25 years in financial services, he has worked with individuals, advisors, banks, and independent firms, gaining perspective before founding his own firm nearly a decade ago. A lifelong learner, Mike holds his CFP® certification and is licensed in life and health insurance. His professional focus is building a client-first financial planning firm rooted in purpose and thoughtful decision-making. Outside of work, he values family life as a husband, father, grandfather, and proud dog owner. Disclosure #: 5098837 – 0126

As we kick off 2026, the economic headlines are loud, but the real story is in the data and the incentives behind it. In this episode, Jeremy Houser sits down with Dr. Campbell Harvey, Duke professor and Research Affiliates Director of Research, known for early work on the inverted yield curve, to break down what matters most for growth, markets, and resilience in 2026. Campbell discusses: Why the U.S. fiscal picture raises the stakes for stronger real GDP growth Why tariffs function like a tax, plus when they may act more like “risk management” than growth policy Why “AI is just 1999 again” can be a misleading comparison, and what’s different this time What a steepening yield curve may be signaling about long rates, inflation expectations, and growth ahead Why rebalancing is an active decision, and how mechanical timing can create hidden performance drag How products that limit downside exposure can fit into a broader, diversified approach His thoughts on Fixed Indexed Annuities And more Resources: AMP Path to Prosperity one-pager: https://insurmarkamp.com/jhouser/ (Click “Learn More”) Connect with Campbell Harvey: LinkedIn: Campbell Harvey Cam Harvey, PhD Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Campbell R. Harvey is a Professor of Finance at Duke University and Research Associate at the National Bureau of Economic Research in Cambridge, Massachusetts. He served as Editor of The Journal of Finance from 2006 to 2012 and as the 2016 President of the American Finance Association. He holds a Ph.D. in Finance from the University of Chicago. Professor Harvey has served as Partner and Director of Research for Research Affiliates, LLP, and Investment Strategy Advisor to Man Group, PLC, contributing to both research and product design. Professor Harvey received the 2015, 2016, 2022, and 2023 Bernstein Fabozzi/Jacobs Levy Award for the Best Article from the Journal of Portfolio Management for his research. He has also received ten Graham and Dodd Awards/Scrolls for excellence in financial writing from the CFA Institute. He has published over 125 scholarly articles on topics spanning investment finance, emerging markets, corporate finance, behavioral finance, financial econometrics, and computer science. For the past nine years, Professor Harvey taught Innovation and Cryptoventures – a course that focuses on the mechanics and applications of blockchain technology and web3. He offers a certificate in Decentralized Finance on Coursera. He also teaches the advanced elective Global Asset Allocation and Stock Selection which focuses on systematic investment strategies. Disclosure: 5078176 – 0126

As advisors wrap up 2025 and look ahead to 2026, many are rethinking how their practices operate day to day. Growth goals often stall when execution cannot keep pace with changing expectations, especially around digital visibility and team capacity. In this episode, Jeremy Houser explains how advisors are preparing for 2026 by putting structured systems in place rather than relying on last-minute effort. He shares how AMP ASSIST and AMP Premium help advisors and their teams handle content creation, editing, and posting in-house, allowing digital marketing to become part of the business instead of a side task. Jeremy also outlines why omnichannel marketing is emerging as a key focus going into 2026, how platforms like LinkedIn, Instagram, and YouTube fit into long-term planning, and how training staff with repeatable processes reduces friction as offices scale.  Key takeaways: The main opportunities for advisors in 2026 as we reflect on 2025 How AMP Premium turns raw advisor videos into finished social media content without added cost Why omnichannel marketing supports revenue growth rather than relying on one outlet How staff members are trained to manage content, podcasts, and posting workflows The role of AI tools in creating one-pagers, playbooks, and reusable video snippets to run your business more efficiently Why digital presence is becoming central to advisor relevance with future generations during the great wealth transfer Our 5 Must Read Books for 2026 to train your mindset for scale And more! Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP Disclosure #: 5032123 – 1225

Markets can shift quickly, and understanding the tools behind index design can help you guide clients with more clarity. How do you sort through complex crediting strategies, and what can index ratings reveal about long-term performance potential? In this episode, Jeremy Houser speaks with Laurence Black, Founder of The Index Standard®, about how his team evaluates index construction, why volatility control remains important, and how advisors can use clearer forecasting to support client conversations. He explains how metal ratings are assigned, what drives intraday volatility control, and why diversification protects clients as trends shift. Laurence also talks about forecasting methods, expected returns across regions, and the role that transparency plays in product due diligence.  Key takeaways: Poor performance from some of these indexes explained How index ratings are built using 35 metrics and grouped by peer category Why excess return structures act differently in the current rate environment How volatility control works as an early warning mechanism Why diversified allocations help offset recency bias How The Index Standard® is expanding tools for FIA and IUL due diligence And more! Connect With Laurence Black: LinkedIn: Laurence Black Website: The Index Standard Connect with Jeremy Houser: [email protected]  713-808-8548 Schedule a Call  Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Laurence Black is the founder of The Index Standard® and an index advisor to Robert J. Shiller, Sterling Professor Emeritus of Economics at Yale University. Before founding The Index Standard®, Laurence was Managing Director and Head of Quantitative Indices and Strategies at Barclays, where he oversaw the development of the Barclays index family. In addition to designing some of the first smart beta/factor indices, Laurence spearheaded Barclays’ index partnerships with Professors Robert Shiller and Nouriel Roubini, as well as Novus Partners. Before Barclays, Laurence was Head of Indices at ABN AMRO in London, where he successfully launched indices with well-known investors such as Jim Rogers and Joel Greenblatt. Before ABN AMRO, Laurence worked at Lehman Brothers, Deutsche Bank, and Credit Suisse. Laurence holds an MBA from the University of Warwick and a Bachelor’s degree from the University of Cape Town. When not thinking about financial matters, he can mostly be found on a tennis court. Disclosure #: 4998452 – 1225

What happens when traditional financial planning falls short for families caring for loved ones with disabilities? How do you create a comprehensive plan that addresses not just money, but government benefits, legal structures, and quality of life for someone who will need support forever? In this episode, Jeremy Houser interviews Mary Anne Ehlert, CEO and Founder of Protected Tomorrows, about her personal journey caring for her sister with cerebral palsy and building a specialized practice serving Americans with disabilities.  Mary Anne shares her eight-step planning process, why most advisors overlook this demographic, and how the SECURE Act transformed planning strategies for these families. Key points: The childhood experiences that shaped Mary Anne’s lifelong path to helping families with disabilities The emotional and logistical burdens families face when children or adults require long-term care Why parents must plan for themselves before planning for their child How Protected Tomorrows blends financial planning with social support and community building The eight-step planning process that gives families clarity, structure, and direction And more! Connect With Mary Anne Ehlert: LinkedIn: Mary Anne Ehlert Website: Protected Tomorrows Connect with Jeremy Houser: [email protected]  713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Mary Anne Ehlert is a nationally recognized expert in special needs planning. As a Partner of Simplicity Group and Founder of Protected Tomorrows, a Simplicity Group commitment, she leads the organization in providing advocacy, education, and planning support to families with loved ones who have disabilities. Mary Anne founded Protected Tomorrows more than 35 years ago after her family’s personal journey with special needs planning for her sister Marcia’s future revealed a lack of available resources. She has since dedicated her life to building those resources for others. Prior to founding the company, Mary Anne spent over two decades in corporate financial services. Today, she speaks at national conferences, hosts educational webinars, and leads virtual training programs for families and caregivers of people with special needs and disabilities. Mary Anne has served on the boards of several disability-focused organizations, including the National Disability Institute, Special Olympics Illinois, a SEDOL Foundation and Gateway to Learning. She currently serves on the boards of the Special Olympics Illinois Foundation, Cornelia de Lange Syndrome Foundation, Integrative Touch, and the Tails for Life Advisory Board. Mary Anne resides in Barrington, Illinois with her life partner and her three pups. She is a proud mother of three stepsons, one who lives independently and shares his life experiences with his peers with disabilities. Disclosure #: 4998432 – 1125

A hundred episodes, three kids, and one unstoppable partnership. In this special milestone of the Advisor Mentorship Podcast, Jeremy Houser is joined by his favorite guest, his wife, Christina Houser, for a conversation about growth, family, and what it really means to build a life together. Married since 2017, Christina and Jeremy open up about the lessons they’ve learned throughout parenthood, business, and marriage, proving that blending family and career can be a source of strength.  Jeremy and Christina explore: The mindset shifts that come with raising children and running a business together Why planning and habit changes are key to growth and success How “buying back your time” can help families focus on what truly matters The importance of communication and listening in marriage and business Their shared belief that family life and entrepreneurship can strengthen one another And more! Resources:  Episode 12: My Backbone For Success with Christina Houser Connect With Christina Houser: LinkedIn: Christina Houser Connect with Jeremy Houser: [email protected]  713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP Disclosure #: 4933432 – 1125

Most advisors understand that taxes impact every financial decision, yet few make tax planning part of their process.  Steven Jarvis, CPA, is on a mission to change that by helping advisors build confidence, stay compliant, and add real value through intentional tax conversations. In this episode, Jeremy Houser talks with Steven Jarvis, Founder of Retirement Tax Services, about how to make tax planning approachable and actionable. Steven shares his journey from CPA to educator, explains how collaboration between advisors and tax professionals enhances client relationships, and highlights the importance of continuous learning and accountability. Key Takeaways: How Retirement Tax Services partners exclusively with financial advisors to make tax planning an integrated, repeatable part of client service The importance of recognizing that every financial decision has a tax impact and why ignoring it can harm clients How to use the 37-Point Checklist to confidently review client tax returns and identify planning opportunities The purpose behind The Summit, a hands-on event for advisors to learn from peers and turn ideas into action Why growth happens when advisors lean into discomfort, stay accountable, and commit to lifelong learning And more! Resources: The Summit 2026 Get Your Updated and Revised 37 Point Checklist for 2026 Connect With Steven Jarvis: LinkedIn: Steven Jarvis Website: Retirement Tax Services Connect with Jeremy Houser: [email protected]  713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Steven Jarvis, CPA, is the CEO and Head CPA at Retirement Tax Services, a tax firm focused on working with financial advisors. With more than a decade of experience in the accounting profession and a background in teaching, Steven recognized that most traditional CPA firms focus narrowly on tax return preparation, a model that leaves many clients exposed to unnecessary tax burdens and many advisors without the tools to address them. He offers advisors access to systems, training and partnerships that keep them in the driver’s seat while integrating tax awareness into client conversations. Disclosure #: 4889675 – 1025

Change challenges every leader, but it also shapes character, culture, and legacy. How do you lead when everything around you is shifting? How do you build a culture that lasts beyond your own leadership? In this episode, Jeremy Houser talks with Steve Kerns, Founder of InsurMark and Executive Vice President of Business Relationships at Simplicity, about embracing change, leading with humility, and building culture through servant leadership.  Steve shares insights from his four decades as an entrepreneur and reflects on how valuing people above all else creates meaningful growth that stands the test of time. Key Takeaways: How change has defined Steve’s leadership journey and why adaptability is essential for personal and professional growth The lessons from Who Moved My Cheese? and how to embrace constant change with optimism and courage The foundations of InsurMark’s culture, rooted in values, service, and putting people before profit The story behind InsurMark’s Family Reunion and Founder’s Club traditions and their role in building community And more! Resources:  Who Moved My Cheese? by Spencer Johnson Connect With Stephen Kerns: LinkedIn: Steve Kerns Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Stephen Kerns is the Executive Vice President of Business Relationships at Simplicity Group. He founded InsurMark in 1983 and led the company for nearly four decades, shaping it into one of the industry’s leading distribution firms for insurance and financial products. Known for his commitment to servant leadership and culture building, Steve continues to mentor financial professionals and executives across Simplicity’s growing network. Disclosure: 4850258 – 1025

Leaders often think they understand themselves and their teams, but research shows otherwise. Self-awareness and communication are frequently overlooked, even though they’re the foundation of building effective organizations. In this episode, Jeremy Houser welcomes Kellie Fern, Director of Business Operations and Development at The Predictive Group, to discuss how the Predictive Index and behavioral data help leaders design stronger teams, improve communication, and align people strategies with business goals.  They explore when businesses should use these tools, how talent optimization works, and why culture and communication matter more than ever. Kellie discusses: How the Predictive Index helps uncover self-awareness and behavioral drivers within a workplace Why many leaders overestimate their self-awareness and the importance of recognizing blind spots How behavioral data can be used to design complementary and diverse teams that fill performance gaps When organizations should introduce these tools, whether during crisis points or proactive growth phases How talent optimization aligns people with strategy to improve communication, engagement, and culture And more! Resources:  First, Break All the Rules: What the World’s Greatest Managers Do Differently by Marcus Buckingham & Curt Coffman Ted Talk: Increase your self-awareness with one simple fix | Tasha Eurich Connect With Kellie Fern: LinkedIn: Kellie Fern Website: The Predictive Group Connect with Jeremy Houser: [email protected]  713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Kellie Fern is the Director of Business Operations and Development at The Predictive Group. She joined the Predictive Group in 2016 after graduating from Arizona State University with an emphasis in Business Management. During her first 2 ½ years in the business, she was a part of the Shared Services team and was able to support and consult with clients on all their business needs. Life then brought her to Dallas, TX where she worked within a hospitality technology company in a sales enablement and learning development role. She was able to globally train and develop all the incoming and current sales reps within the business. During her time there, she was able to utilize PI and fell back in love with the value the tool can bring to organizations. She found that her passion with PI was something she wanted to pursue on a more permanent basis and she is excited to continue to share the value human analytic tools can bring to all organizations. Disclosure: 4800785 – 1025

Change can feel uncomfortable, but it often opens the door to growth. How do you adapt your business, embrace new tools, and still stay true to building strong client relationships? How do you bring awareness to crucial issues like long-term care while running a thriving practice? In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Scott Leonardi, Founder and President of Complete Solutions, to talk about embracing change, building a recognizable brand, and helping clients prepare for the financial challenges of retirement. Scott shares how he’s grown his business, the role of long-term care planning, and his unique way of framing retirement as “The Great Adventure.” Key points: The story behind Scott’s “ducks in a row” branding and how it builds awareness Why embracing change, from logos to technology, has fueled a 40% business growth How hiring staff and building a “not-to-do” list shifted his focus to revenue-generating activities Why asset-based long-term care solutions are essential for protecting both wealth and families How Scott reframes retirement as “The Great Adventure” and equips clients with guidebooks to prepare And more! Resources:  Great Adventure Guidebook – Complete Solutions Inc. Connect With Scott Leonardi: LinkedIn: Scott Leonardi Website: Complete Solutions, Inc. Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Scott Leonardi is the President and Owner of Complete Solutions and a Certified Financial Fiduciary who has dedicated his career to educating individuals about retirement. For over 25 years, he has helped pre-retirees get their ducks in a row by focusing on key areas such as making the money they’ve worked their whole lives to obtain work for them in retirement, maximizing Social Security benefits through tailored claiming strategies, and finding medical or prescription coverage that fits their unique needs and budget.

Innovation in indexing is reshaping the way advisors deliver value to clients. What happens when you blend insurance insight with market index design? How can efficiency and transparency create stronger outcomes for clients and advisors alike? In this episode, Jeremy Houser speaks with Alan Grissom, CEO of 12 South Capital and founding partner of Brooklyn Investment Group, about his journey from building annuity products to designing disruptive indices like the 500 IQ. He shares how his approach to index design is helping advisors align expectations, manage volatility, and unlock meaningful value in fixed index annuities. Alan discusses: His career path from AIG to leading the S&P index business for insurance and founding Brooklyn Investment Group The design of the 500 IQ index and how it delivers transparency, efficiency, and stronger outcomes for clients Why many volatility-controlled indices underperform and the importance of intraday pricing How interest rate environments impact fixed index annuities and advisor expectations The future of disruptive index design and upcoming innovations from 12 South Capital And more Resources:  White Paper: IQ Intraday Vol Control Connect With Alan Grissom: LinkedIn: Alan Grissom Website: 12 South Capital Connect with Jeremy Houser: [email protected]  713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Alan Grissom is the CEO of 12 South Capital, an independent firm focused on creating index-based investment strategies for financial products, and a founding stage partner with the direct indexing firm, The Brooklyn Investment Group. Prior to founding 12 South Capital in 2022, Alan spent the previous 12 years with S&P Dow Jones Indices, culminating as the Head of Business North America and the Global Head of Insurance with a remit covering over $15 Trillion of assets. Before joining S&P Dow Jones Indices, Alan held several positions within AIG, including head of annuity products, and was instrumental in establishing the Independent Distribution Channel for life and annuity sales in the US. Alan has a master’s degree from Vanderbilt University’s Owen School of Management and a bachelor’s degree from The University of Alabama, where he is a member of the Board of Visitors for the Culverhouse College of Business. 4755305 – 0825

Sometimes it takes stepping away to see your life and business with fresh eyes. In this episode, Jeremy Houser shares reflections from a cruise through Europe, his first time abroad without the kids, where business and pleasure blended through unforgettable experiences.  From cultural observations to fireside chats with industry icons, Jeremy explores how leadership, family, and elevated standards shape successful advisors and thriving firms. Jeremy discusses: The value of reconnecting with his spouse during a nine-day, kid-free European cruise that blended business and pleasure How meeting and traveling with successful advisors highlighted shared standards, culture, and leadership styles Key insights from conversations with Jeremy Siegel and Robert Shiller on the economy, Bitcoin, and business mindset Why culture isn’t just about talk, it’s built through actions, expectations, and how you lead your team and clients The personal and professional benefits of stepping away to gain perspective, observe global differences, and reset your standards And more! Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP

What began as a clunky Excel-based solution has transformed into a tool used by thousands of advisors to help clients make informed financial decisions with clarity and precision. In this episode, Jeremy Houser sits down with Steve Goldstein, CFP®, ChFC®, Founder of Thomas Gold Solutions, to explore how Retirement Analyzer has evolved over 15 years into a highly detailed yet accessible financial planning software.  They discuss how user feedback, thoughtful development, and a focus on simplicity help advisors deliver more confident and customized client experiences. Steve discusses: How Retirement Analyzer developed from a vague spreadsheet tool into a detailed, client-focused software solution The importance of simplifying financial concepts for clients while giving advisors full control over plan depth How new features like client portals and docu trackers foster stronger advisor-client collaboration The role of community feedback in shaping ongoing updates, features, and training opportunities Why focusing on planning outcomes, not products, creates longer-lasting client relationships And more! Connect With Steve Goldstein: Thomas Gold Solutions Retirement Analyzer software [email protected] 800-854-6621 x 102 Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Steve, a graduate of Drexel University in Philadelphia, resides in Western Pennsylvania. He began his career in the financial industry 1983, where he worked on Wall Street for 22 years trading stock and index options in New York, Philadelphia, and Chicago. Steve was a Partner at Liberty Capital Group through the late 1990s and a Senior Vice President of Sales and Marketing of a large FMO from 2008 to 2010.  In 2010, Steve teamed with partner Brooke Thomas to purchase Cravens & Associates and form Thomas Gold Solutions. His experience as an advisor is an asset when creating software solutions that help advisors and clients understand the value of the financial planning process. Steve and Brooke work continuously to keep the Retirement Analyzer software cutting edge with updates and new functionality. Steve holds his CFP® and ChFC® designations.

From launching a retail annuity business to becoming the leading annuity distributor, Athene’s journey is a masterclass in growth and adaptability. This week, Jeremy Houser sits down with Rod Mims, EVP and Head of Retail at Athene USA, to explore the strategies and pivotal decisions that fueled their rapid ascent. This episode pulls back the curtain on technology breakthroughs, the power of people and culture, and the “silver tsunami” driving unprecedented annuity demand. They also dive into what it truly takes to sustain growth while delivering meaningful value to clients and partners. Rod discusses: The founding story of Athene’s retail business and lessons from scaling up from $10 billion to $36 billion in annual premium The role of technology, especially moving from paper applications to 90% electronic processing and piloting paperless carrier-to-carrier transfers The importance of building strong strategic partnerships and maintaining operational efficiency to support exponential growth The impact of demographic shifts, interest rates, and volatility on the future of the fixed index annuity industry How Athene fosters a high-retention, engaged culture through communication, leadership training, and employee feedback And more! Connect With Rod Mims LinkedIn: Rod Mims Website: Athene Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Rod Mims serves as the Executive Vice President and Head of Retail Sales at Athene USA. In his role, he is responsible for overseeing Athene’s retail annuity business and driving continued growth through the development of strong partnerships. Mr. Mims joined Athene in 2011 and served as Senior Vice President and National Sales Manager until he assumed his current role, bringing extensive institutional experience and strategic initiative to continue the successful execution of the organization’s growth plans. Prior to joining Athene, he was the National Sales Manager for Genworth Financial, with responsibility spanning its bank, wirehouse, and independent broker-dealer channels. Mr. Mims received his Bachelor of Science in Business Administration, accompanied by a degree in Marketing and Supply Chain Management. He graduated from the GE Management Development Institute- Crotonville and completed Executive Education from the University of Virginia Darden School of Business. About Athene: Athene is a leading retirement services company that specializes in helping its customers retire with confidence and is a solutions provider to institutions. As a company, Athene is driven to do more and is never satisfied with the status quo. Athene strives to create innovative financial solutions and has a strong team to serve our policyholders and our communities.

Growth in financial advising demands a balance between serving current clients effectively and exploring transformative strategies for business development. This week, Jeremy Houser engages Duncan MacPherson, founder and CEO of Pareto Systems, to uncover principles for scaling a financial advisory practice while enhancing client relationships. From mastering practice management to leveraging technology like AI, Duncan provides actionable insights to redefine value and elevate advisory practices. Duncan discusses: Strategies to strengthen client advocacy by focusing on existing relationships The evolution from organic growth to scalable, team-oriented practices The significance of creating structured processes to enhance business efficiency The importance of balancing emotional intelligence with technological advancements Steps for crafting a robust exit strategy that maximizes business value and legacy And more! Resources:  Die With Zero by Bill Perkins Pareto Systems Whitepaper: AI for the Financial Advisor Connect With Duncan MacPherson: LinkedIn: Duncan MacPherson Pareto Systems Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Driven by a deep passion for unlocking potential, Duncan MacPherson steers Pareto Systems in his role as CEO. Together with financial professionals and visionary firms, he is committed to designing businesses that achieve both profitability and purpose. Duncan, alongside his team, leverages the unique ‘The Blue Square Method’ – a methodology inspired by best practices – to guide professionals toward discovering their ‘Blue Square.’ This represents the ideal state where their business activities are in perfect harmony with their passion and purpose. As a speaker in high demand, he travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the Financial Services industry. His expertise in demystifying business development and marketing in the financial world has universal appeal, from the high-level advisor to the successful wholesaler, to corporate financial institutions. His primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.

Growth is possible, even in a slower market, when advisors focus on what matters most. In this episode, Jeremy Houser checks in with listeners on personal and professional wins while sharing how his team continues to outperform the broader industry. He breaks down the tools, training, and strategies that have helped advisors thrive in 2025 and beyond, even as the market cools. Jeremy discusses: How his team achieved 15% growth year-over-year despite the fixed indexed annuity market declining 5% in Q1 The critical role of advisor trainings, masterminds, and personal development resources like book lists and mindset work Leveraging technology and AI tools for efficient marketing, faster client communication, and content creation, including replacing costly agencies The value of delegation in building strong advisor teams, including examples of growing from solo shops to teams of 19+ How consistency in content, authenticity, and strategic use of social media drive trust, visibility, and client engagement And more! Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP

Financial advising can extend far beyond numbers—it’s about building trust, adapting strategies, and planning for a meaningful legacy. In this episode, Jeremy Houser speaks with Mark Taylan, CRPC, Founder and Managing Director at Advisors360 LLC, about his journey in blending real estate expertise with financial planning to create a client-focused legacy. They discuss Mark’s unique approach to integrating personal values and long-term vision into his practice while training the next generation of advisors. Mark discusses: Building trust and connection with clients by crafting a compelling founder story The role of real estate as a significant asset in shaping financial strategies The importance of planning for legacy and training the next generation of advisors How focusing on growth-oriented planning reshaped his independent practice and helped his mindset to scale The impact of joining Advisor Mentorship Program to his business The value of using workshops and a podcast to connect with and educate clients And more! Connect With Mark Taylan: LinkedIn: Mark Taylan Website: Advisors360 Beyond the Dollar Signs: Financial Clarity Podcast  Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Mark Taylan has a 22+ year track record of guiding clients through some of the most challenging financial markets. His extensive experience with traditional Wall Street firms, big banks, and independent brokerage firms has been instrumental in identifying the best solutions for his clients. Through this journey, he has learned that no single investment firm or strategy is consistently superior to the others. Over his many years as a financial advisor, Mark has faced real-life challenges, including helping clients transition through different phases of their lives, navigating personal tragedies, and celebrating achievements. He considers it a privilege to have walked alongside many clients to the end of their lives and to continue their legacies with their loved ones.

Financial advice isn’t just about the numbers. It’s about understanding the people behind them. In this episode, Jeremy Houser sits down with Ashley Quamme, LMFT, FBS®, CFT, founder of Beyond the Plan®, to explore the emotional and behavioral aspects of financial advising. They explore how financial professionals can use emotional intelligence to build stronger relationships with clients, improve decision-making, and enhance trust. Ashley shares insights from her therapy background and practical strategies for virtual and in-person advisory work. Ashley and Jeremy discuss: The importance of collaborative language in client conversations and why it matters The shift from therapy to financial services and the valuable crossover of skills How body language and facial cues play a vital role in virtual meetings Strategies for financial advisors to enhance trust with high-net-worth clients, even in online settings The role of a Financial Behavior Officer in advisory practices and how it transforms client relationships And more! Resources:  Mastering Sales: Avoid Bad Habits and Remove Pressure with Marc Lamson (Ep. 87) Connect With Ashley Quamme: LinkedIn: Ashley Quamme Podcast: Planning & Beyond  Instagram: @beyondthefp Website: Beyond the Plan® Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Ashley Quamme, LMFT, FBS®, CFT, is the Owner of Beyond the Plan®, a consulting practice that partners with firms to integrate financial psychology into their practice. In addition to her work with advisory firms, she is a speaker and host of Planning & Beyond, a podcast where she explores the intersection of financial planning and human understanding, bringing practical strategies and insights to advisors and financial professionals.

What’s the number one habit salespeople should avoid? Join Jeremy Houser on the Advisor Mentorship Podcast, where he engages with special guest Marc Lamson, President of ASLAN, to dive into the essentials of other-centered selling. Nail down the habits that may be holding you back and discover how beliefs can drive behaviors in impactful ways. Learn strategies to remove pressure, boost your confidence, and truly validate your customer’s perspective. This episode gives insights that stand to transform your sales approach, with actionable advice for today’s fast-paced and tech-driven sales world. Jeremy and Marc discuss: The significance of other-centered selling Key traits that make a successful salesperson Driving desire and productivity in sales organizations Setting standards and defining your unique sales proposition The detrimental effects of responding too quickly Why beliefs drive behaviors and how this impacts sales And more! Resources: The Breakthrough Advisor Podcast: An Advisor-Friendly Approach to More Successful Selling with Marc Lamson (Ep. 45) EP 86: Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors Connect With Marc Lamson: LinkedIn: Marc Lamson Website: ASLAN Training Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP

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 in 2025. He emphasizes the importance of adapting to new technologies and communication methods to connect with both current and future clients.  Additionally, Jeremy shares data and strategies on client engagement, tech implementation, and the necessity of connecting with the younger generation to sustain and grow advisory firms. Jeremy highlights: The “Silver Tsunami” and its effect on advisory practices Technology preferences: Gen Xers vs. Baby Boomers The “Great Wealth Transfer” and its ramifications for future services Innovative strategies to engage clients’ children for generational loyalty Strategies separating high-growth vs low-growth financial firms The crucial role of social media in reaching younger generations And more! Resources:  Check out: Authority Positioning Coach here! EP 79: Proven Habits and Social Media Strategies For Growth Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP

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, about the tax landscape, political shifts in Washington, and key financial planning opportunities.  Jeff shares insights on legislative challenges, market uncertainties, and strategies advisors can use to guide their clients effectively. Jeff discusses: The background and mission of The Washington Update Challenges facing the new administration, including tax reform and tariffs The potential impact of tariff policies on the economy Strategies for advisors regarding upcoming tax changes The significance of leveraging tech, DOGE and efficiency in government And more! Connect With Jeff Bush: LinkedIn: Jeff Bush The Washington Update Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: A dynamic and insightful speaker and author, Jeff Bush is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for business owners, executives, and high-net- worth investors. The Washington Update is widely considered the financial industry’s NONPARTISAN experts on all things Washington. Founded by Andy Friedman in 2008, Jeff is now the principal of the firm. Jeff presents more than 200 times yearly in the US and abroad to a client base that includes a who’s who list of fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff frequently appears on CNBC’s Nightly Business Report, is featured in various industry publications, including Investment News, ThinkAdvisor, Wealth Management, Wealth Solutions Report, and a guest on POTUS Sirius/XM Radio. While Jeff is best known as a keynote speaker, he has shared the stage with many notables, including prior Chairman and Vice Chairman of the Federal Reserve, Ben Bernanke and Stanley Fischer, Ron Insana, a reporter for Market Score Board and former Senior CNBC Analyst, Consuelo Mack, host of Wealth Track, Jeffrey Applegate, CIO for Morgan Stanley, Robert Reynolds President and CEO of Putnam Investments, and John Theil, former Vice Chairman of Global Wealth Management at Bank of America. Jeff is a 30+ year veteran of the financial industry. By the end of his career on Wall Street, he managed a $50+ billion sales organization. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial. Jeff holds a bachelor’s degree in Business Administration/Management with an emphasis in Accounting, Computers, and Philosophy from William Jewell College. Jeff’s dedication, forward-thinking, and strategic abilities have resulted in performance records, industry awards, and industry accolades.

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 of doubling his assets under management while emphasizing the power of systems, goal-setting, and client-centric planning. From refining processes to implementing effective strategies, Terry unveils how to create value for clients and achieve growth. Terry discusses: The importance of breaking annual goals into 12-week plans to stay focused and achieve measurable outcomes Terry shares the resources and systems that helped his team more than double their assets while working with Simplicity InsurMark Incorporating fixed indexed annuities and other tools strategically within client portfolios Leveraging video content and systematized processes to improve client experiences and generate referrals His plans for expanding estate planning and tax strategies, supported by software and coaching programs And more! Connect With Terry Wheeler: LinkedIn: Terry Wheeler Website: WE Alliance Wealth Advisors WE Money Talk Podcast Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest:Terry is a highly accomplished Estate and Wealth Strategist Planner brimming with experience. He is an Estate Planning Attorney and taught tax at the University of California, Davis. His career in the financial industry began in 1987, underpinned by a strong educational foundation. Terry holds a Bachelor’s degree in Financial Planning from San Diego State University and a Juris Doctorate Degree in Law from the University of the Pacific McGeorge School of Law. He furthered his studies with a post-doctorate program at the Masters program of the Esperti Peterson Institute. Terry is nationally recognized for his expertise in wealth accumulation, preservation, estate planning, charitable planning, and asset protection. He frequently educates attorneys, accountants, and financial professionals through lectures and writings on these subjects. He also authored various articles and presentations. He is affiliated with esteemed organizations like the American Bar Association, the Estate and Probate Section of the Sacramento Country Bar, the Financial Planning Association, the National Association of Enrolled Agents, Wealth Counsel, and the National Network of Estate Planning Attorneys. Terry holds law licenses in California and the United States Eastern District of California, in addition to being a Certified Financial Planner. On a personal note, Terry resides in Granite Bay, California, where he enjoys family time, vintage home renovation, and local outdoor activities.

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 delegation, leveraging technology, and building systems that work without constant hands-on involvement. Jeremy discusses: How delegation allows advisors to focus on high-value tasks and build a sustainable business The role of AMP Assist in helping advisors’ teams improve efficiency and client communication The importance of using digital content, such as podcasts and videos, to build trust with prospects How structuring a business properly can lead to both revenue growth and more personal time Five key habits successful advisors practice that will help you double your business, while doubling your time off And more! Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP

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 portfolio performance, including tax-loss harvesting and direct indexing The importance of addressing market concentration risks and diversifying portfolios effectively Utilizing municipal bonds and fixed-index annuities as tools for steady returns and risk mitigation The value of innovative tools like risk scoring methodologies and systematic communication platforms The role of a strong team and tailored marketing support in helping advisors scale their practices And more! Connect With Thomas Rozman: LinkedIn: Thomas Rozman Website: Simplicity Wealth Connect with Jeremy Houser: [email protected]  713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Mr. Rozman, Chief Investment Officer, is responsible for leading the investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. He earned an M.B.A. from the University of Chicago and a B.A from St. Olaf College. Disclosure: The information presented does not constitute investment recommendations tailored to any individual’s circumstances. Past performance is not indicative of future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing.

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, to discuss projections for 2025 in the fixed index annuity industry. Tom shares insights from Annexus’s research, the significance of diversification in portfolio planning, and strategies for navigating market volatility. Advisors will gain actionable ideas on balancing client needs for stability and growth. Tom discusses: Key takeaways from the previous episode with Professor Jeremy Siegel, including projections for the S&P 500’s performance over the next decade The benefits of utilizing volatility-controlled indexes for managing risk and achieving steady returns in fixed index annuities What volatility controlled indices do well when the magnificent 7 does well The importance of diversification across equity, bond, and commodity markets to stabilize portfolios and meet client goals How rising interest rates enhance the competitiveness of fixed index annuities, making them an attractive alternative to bonds Strategies for advisors to position annuities effectively, including assessing fee structures and addressing client expectations for long-term returns And more! Resources:  Episode 80: Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025 Connect With Tom Haines: LinkedIn: Tom Haines Annexus Retirement Solutions Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Tom Haines: Tom leads the index diligence and selection process at Annexus and coordinates the firm’s relationships with asset managers, academic experts, and investment banks. He also plays a pivotal role at Annexus Retirement Solutions, working closely with insurers and asset managers. Prior to Annexus, Tom led Equity Solutions Structuring at UBS Investment Bank and has a rich history in financial markets, including roles at BNP Paribas and NYSE Group. A member of FINRA’s Investment Management Committee and a holder of a bachelor’s degree in Quantitative Finance from James Madison University, Tom’s expertise is well-recognized in the industry.

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 predictions, and fiscal policies for 2025. They also explore the role of AI, inflation, and bond markets in shaping the financial future. Jeremy discusses:  The implications of a second Trump administration, including potential tax reforms and regulatory changes Predictions for the U.S. stock market, including overvaluation concerns and the performance of major market players Bitcoin & Cryptocurrency The potential impact of AI on global economic growth and innovation, focusing on its long-term promise Inflation trends and their effects on the bond market, emphasizing investment strategies in volatile times The role of tariffs and trade policies in influencing U.S. economic stability and competitiveness And more Connect with Jeremy Houser: [email protected]  713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He graduated from Columbia University in 1967, received his Ph.D. in Economics from the Massachusetts Institute of Technology in 1971, and spent one year as a National Science Foundation Post-Doctoral Fellow at Harvard University.  Prof. Siegel taught for four years at the Graduate School of Business of the University of Chicago before joining the Wharton faculty in 1976. He has written and lectured extensively about the economy and financial markets, has appeared frequently on CNN, CNBC, NPR and others networks. He is a regular columnist for Kiplinger’s and Yahoo! Finance and has contributed articles to The Wall Street Journal, Barron’s, The Financial Times and other national and international news media.  Prof. Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute. Prof. Siegel is the author of numerous professional articles and three books.

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, elevate their presence, and achieve sustainable success.  Key highlights include the value of efficiency, the importance of social media in connecting with clients, and the mindset shifts necessary to thrive in a rapidly changing industry. Jeremy discusses: The habits and systems top-performing advisors adopt to maximize efficiency and achieve substantial year-over-year growth The “7-11-4” strategy for engaging potential clients through content, touchpoints, and diverse platforms, based on data from Google and Forbes The shifting role of social media in financial advising, including tips for creating targeted, impactful content The value of delegating administrative tasks to focus on high-impact activities and personal development Why to think about 2027 today! And more! Connect with Jeremy Houser: [email protected] 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP

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 for advisors, including leveraging social media, integrating video content, and mastering active listening to foster deeper connections.  Matt also shares insights from his new book, “Shut the F Up and Listen”, offering actionable advice on transforming communication and marketing approaches to meet modern challenges. Matt discusses: Using video as a critical tool for client engagement and social media visibility The growing importance of content marketing and “social proof” in building trust The role of AI in enhancing marketing efficiency while maintaining a human touch Active listening strategies from his book to deepen client relationships and improve sales outcomes Key tips for reallocating marketing budgets to focus on high-impact digital strategies And more! Resources:  “Shut the F Up and Listen” by Matt Halloran Connect with Matt Halloran: [email protected]  ProudMouth LinkedIn: Matt Halloran X (Twitter): Matt Halloran Connect with Jeremy Houser: 713-808-8548 Schedule a Call [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser About Our Guest: Matt Halloran is a co-founder of ProudMouth, the world’s leading influence accelerator for financial advisors. An in-demand speaker, he’s appeared on over 1,000 podcasts. As well, Matt is the host of ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of “The Social Media Handbook for Financial Advisors,” the first social media book for financial services.

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 to refining processes, this episode provides actionable insights for sustainable growth. Jeremy discusses:  The shift in mindset required for advisors to think and act as CEOs, focusing on leadership and delegation The integration of digital tools and branding to establish a stronger market presence and client engagement The role of teams in handling client communication, administrative tasks, and follow-ups, allowing advisors to focus on high-value activities Practical habits and routines for advisors to optimize productivity and maintain a growth mindset The importance of tailored processes and systems to streamline business operations and drive client conversions And more! Connect with Jeremy Houser: 713-808-8548 Schedule a Call [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser

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 scaled while maintaining its core values of family-first and client happiness. Discover how Larry’s journey and the idea of emphasizing joy have propelled significant growth for his firm, alongside insights into finding the right clients and the importance of delegation. Larry and Jeremy discuss: The inspiring story behind the foundation of Mitlin Financial and its core values How leaning into joy as a concept has significantly driven business growth Strategies for effective delegation and harnessing team strengths The impact of personal branding and social media engagement on growth And more! Connect with Larry Sprung:  LinkedIn: Larry Sprung Mitlin Financial   Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Jeremy Houser: 713-808-8548 Schedule a Call [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser About Our Guest: Larry Sprung is the founder of Mitlin Financial, a family-first wealth management firm dedicated to helping clients achieve their financial goals while prioritizing what brings them joy. An award-winning financial advisor and a member of the Investopedia Advisor Council, Larry is also a passionate mental health advocate, having raised $1.7 million for suicide prevention in memory of his brother-in-law. Through his podcast, Mitlin Money Mindset, and his work as an author, Larry combines financial knowledge with a commitment to making a meaningful impact on lives and communities.

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 planning, lifelong learning, and embracing new challenges. Jeremy and Tony discuss: The significant impact of guiding lights  The importance of being a lifelong learner to adapt and grow The “do it now” attitude crucial for top advisors in executing plans effectively Overcoming obstacles such as shiny object syndrome and imposter syndrome to ensure business growth Strategic insights into effective business planning for 2025 and beyond And more! Connect With Tony Sifuentes: LinkedIn: Tony Sifuentes Connect with Jeremy Houser: 713-808-8548 Schedule a Call [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser About Our Guest: Tony Sifuentes joined Simplicity InsurMark in 2001, shortly after earning his BS in Psychology from Sam Houston State University in Huntsville, Texas. Tony views himself as an “Advisor’s Advisor” and considers it a privilege to serve some of the top advisors in the nation, including one of Senior Market Magazine’s Top Advisors of the Year.

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 business leader, ensuring your practice’s sustainability while balancing work-life dynamics.  They discuss:  Strategies for successful business restructuring and growth planning Tips for 2025 Business Planning The importance of balancing structure and flexibility in leadership Ways to delegate task efficiently  How to maintain a sustainable business while planning for future succession The power of mentorship and advisory boards for business growth And more! Connect With Rob Ferguson: LinkedIn: Rob Ferguson Website: Ferguson Alliance Connect with Jeremy Houser: 713-808-8548 Schedule a Call [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser About Our Guest: With over a decade of steering middle-market family-owned companies, Rob Ferguson, Founder and President of Ferguson Alliance, harnesses his NACD Board Leadership Fellowship and Certified Exit Planning Advisor credentials to guide CEOs and boards through generational transitions. His team’s focus on strategic implementation and value creation prepares business leaders for successful exits, fostering sustainable growth and operational excellence. Leveraging his skills in family business governance, succession planning, and process improvement, Rob’s clients thrive on strategic insights that enable concrete results. In collaboration with stakeholders, he has shaped robust strategies that drive growth, optimize operations, and ensure the realization of his clients’ business objectives.

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 it’s had on his business and personal life. You’ll learn the importance of mindset shift in hiring, the power of a well-crafted recruitment process, and how focusing on high-value activities can lead to significant business growth. They discuss:  Michael’s transition from a solo advisor to managing a team Strategies that led to 5X growth within 12 months Leveraging a third-party consulting firm to hire the right people The role of mindset in making pivotal business decisions Insights on improving client relationships through operational efficiency The significance of having a well-structured hiring process And more! Resources:  Episode 11: Making the InsurMark Switch with Michael Ginsberg Connect With Michael Ginsberg: LinkedIn: Michael Ginsberg Ginsberg Financial Strategies Stephanie Strom Consulting Connect with Jeremy Houser: 713-808-8548 Schedule a Call [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser About Our Guest: Michael Ginsberg founded Ginsberg Financial Strategies in 2012 to move beyond traditional financial advice that left retirement-focused clients vulnerable to market losses. He is passionate about helping clients create reliable retirement income and was fed up with risky market-based solutions. Therefore, he developed a simple income-based blueprint that empowers clients to create lifetime wealth. Now, he helps diligent savers in the East Bay use his Lifetime Wealth BlueprintSM to protect what they have, grow it carefully, and feel confident retiring knowing their money will last as long as they need it to. Everything they do—their services, operations, and outreach—is shaped by this goal.

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 Willardson—a five-time bestselling author and manager of $1.2 billion in investments. We’ll dive deep into Chad’s journey from a successful career at Merrill Lynch to founding Pacific Capital, and discover how he balances running multiple businesses with family life.  Whether you’re an advisor looking to differentiate yourself or a young entrepreneur in need of guidance, this episode is packed with insights that can elevate your game. They discuss:  Chad’s transition from Merrill Lynch to founding Pacific Capital after the 2008 financial crisis The importance of having a disciplined, growth-focused mindset How effective use of LinkedIn has transformed Chad’s business and personal brand Practical advice for young professionals on blending personal authenticity with business growth And more!   Resources:  10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less by Chad Willardson Connect With Chad Willardson: LinkedIn: Chad Willardson Website: Chad Willardson Website: Pacific Capital Connect with Jeremy Houser: 713-808-8548 Schedule a Call [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser About Our Guest: Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm that serves high-net-worth entrepreneurs and families. He is also the Founder of Platinum Elevated, a coaching program designed to help entrepreneurs achieve financial and lifestyle freedom. In addition to his professional roles, Chad is a five-time best-selling author. Some of his notable works include “Stress-Free Money” and “Smart, Not Spoiled”. He is recognized as one of the top wealth management experts in the country, helping clients manage their finances, increase cash flow, and reduce stress about money.

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 August while juggling multiple life-altering events, including the birth of his third child and moving homes.  Jeremy discusses how he managed to balance these intense challenges and learn valuable insights on combating procrastination, maintaining commitment, and setting ambitious goals to elevate your personal and professional life. Jeremy Discusses:  His goal and preparation to run 100 miles in August. Why goals are required for success  Raising personal standards and being committed  How he balanced multiple life events alongside a challenging fitness goal. The value of setting ambitious goals and discovering new tactics to overcome procrastination along the way. How embracing mindset and commitment can lead to personal growth and satisfaction.   Resources:  On (Running Gear) The Courage to Be Disliked by Ichiro Kishimi & Fumitake Koga  The Courage to Be Happy by Ichiro Kishimi & Fumitake Koga Connect with Jeremy Houser: 713-808-8548 Schedule a Call [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser   3839388 – 0924B FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

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 aspects of institutionalizing your business model, overcoming common challenges, and the recent recapitalization news that’s creating waves in the industry. Ken provides valuable insights into how Simplicity’s proven systems can help your business thrive and grow sustainably, ensuring long-term success and stability. Jeremy and Ken highlight:  The importance of aligning interests and culture during mergers and acquisitions. Tips for integrating new operations to scale your business effectively. Simplicity’s recent recapitalization and what it means for advisors going forward. Opportunities for advisors to benefit from Simplicity’s long-term growth and stability. And more!   Connect With Ken McGee: LinkedIn: Ken McGee Simplicity  Connect with Jeremy Houser: 713-808-8548 Schedule a Call [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser   About Our Guest: Ken McGee serves as Simplicity’s Chief Operating Officer. Mr. McGee is responsible for overseeing Simplicity’s daily business operations, with a focus on driving efficiency and assuring quality control. In this role Mr. McGee leads Simplicity’s middle-office functions, including technology, enterprise data management, and managing third-party service providers. Prior to joining Simplicity, Mr. McGee held various roles at several insurance brokerages, including NFP and Dixon Wells for which he had P&L responsibility and managed sales, marketing, operations, and integration. Mr. McGee has more than 20 years’ experience in insurance management. Mr. McGee earned his B.S. in Occupational Safety, Business Management from Keene College.   3808643 – 0924B FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

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 roles across firms like BATS Global Markets and Knight Capital, Tony shares the innovative approaches Salt Financial employs to aid financial advisors in today’s volatile markets. Get an in-depth understanding of how leveraging advanced data analytics and volatility control mechanisms can provide a competitive edge in the annuity market and beyond. Jeremy and Tony discuss:  The unique volatility control mechanism, truVol, used by Salt Financial The impact of interest rates on multi-asset volatility targets Dynamic adaptations that Salt Financial employs to react to market changes Upcoming indices and partnerships set to launch in the near future And more!   Resources:  truVol  Connect With Tony Barchetto: LinkedIn: Tony Barchetto Salt Financial Connect with Jeremy Houser: 713-808-8548 Schedule a Call [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser   About Our Guest: Tony is the Founder and Chief Executive Officer of Salt Financial, responsible for creating the firm’s product vision and strategy. He has over twenty years of experience in financial technology companies and institutional trading across multiple asset classes. Prior to founding Salt, Tony served in senior leadership roles at BATS Global Markets and Liquidnet, product management at Citigroup’s Lava Trading, and market making at Knight Capital. He holds a BS in International Economics from Georgetown University and is a CFA Charterholder.   3777882 – 0824B FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

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 through recent disruptions. From power outages and a new baby to hiring household help and adjusting to a family of five, Jeremy discusses the strategies he used to maintain balance in both areas. Jeremy discusses: Overcoming challenges to maintain work efficiency during power outages The impact of his wife’s pregnancy and the arrival of their third child on his professional life The importance of hiring help and staying focused on controllable aspects Reflections on fatherhood, societal expectations, and the benefits of a larger family How the COVID-19 pandemic reshaped his priorities towards family and work-life  The importance of partnerships in business and personal life, and choosing the right partners Team Houser , upcoming sales training, and video content initiatives The value of creating family traditions and collective experiences And much more!   Resources:  Episode 12: My Backbone For Success with Christina Houser Episode 66: Are You Ready for the Truth With Jason Jenkins Connect with Jeremy Houser: 713-808-8548 Schedule a Call [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser   3763873 – 0824B FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

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 define and discuss the intricacies of annuities, as well as their vital role in securing clients’ financial futures. Learn from Sheryl’s personal experiences and industry insights as she shares her passion for educating both advisors and consumers about the true value of annuities and life insurance. Jeremy and Sheryl discuss:  Sheryl’s journey from industry entry to becoming a top expert in annuities and life insurance The misconceptions and blind spots about annuities, and how to effectively communicate their benefits The future of indexed annuities and life insurance, and what advisors should be aware of going forward Sheryl’s book, “Why I Bought Indexed Annuities” and the personal experiences and policyholder statements it talks about And more   Resources:  Moore Market Intelligence Wink The Encyclopedia to Indexed Products: Annuity and Life by: Sheryl Moore Why I Bought Indexed Annuities by: Sheryl Moore Get added to the book waitlist! [email protected]  Connect With Sheryl Moore: LinkedIn: Sheryl Moore X (Twitter): Sheryl Moore  Connect with Jeremy Houser: 713-808-8548 Schedule a Call [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser   About Our Guest: Sheryl J. Moore is the President & CEO of Moore Market Intelligence as well as the chairwoman and CEO of Wink, Inc. She is the founder and creator of many competitive intelligence tools, such as Wink’s AnnuitySpecs and LifeSpecs tools, and Wink’s Sales & Market Report. Her competitive intelligence firm specializes in providing tools to the insurance industry, particularly the life and annuity markets. Sheryl strives to provide competitive intelligence, market research, product development, consulting services and insight to financial services companies looking to broaden or strengthen their services.  3729899 – 0724B FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

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, as Jason Jenkins, Simplicity’s Executive Vice President of Sales shares insights from his vast experience, including giving Ted Talks, selling his practice, and coaching thousands of advisors over the past 10 years. Follow along to learn how to harness technology, build a defined process, and adopt strategies that can drive exponential growth for your advisory practice. Jeremy and Jason discuss:  How AI and modern technology can streamline your workload The importance of a well-defined business process and how it contributes to your practice’s scalability and saleability Key attributes that top advisors possess and how to cultivate them in your practice How Simplicity’s platforms and resources can help meet your unique business needs and growth ambitions The art of human connection  And more   Resources:  Simplicity Group  Connect With Jason Jenkins: LinkedIn: Jason Jenkins Instagram: Jason Jerkins Book Time with Jeremy Houser:  Schedule a Call Connect with Jeremy Houser: 713-808-8548 [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser   About Our Guest: Jason Jenkins serves as Simplicity’s Executive Vice President of Sales. Jason is responsible for directing and overseeing the planning, development, and implementation of the Group’s sales and marketing strategy. He is also the founder of AssetLock®, the Group’s proprietary portfolio communication system. Prior to founding AssetLock® and joining Simplicity, Jason was an independent investment advisor and maintains his life and health insurance licenses.    3688201-0724B FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

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 effective communication, systematic processes, and utilizing state-of-the-art financial technology in order to keep your financial advisory practice up to date with current marketing trends. With invaluable lessons from his travels and discussions about previous engaging podcast episodes featuring industry titans, Jeremy emphasizes the benefits of having a personal assistant and participating in live training events.  Episode highlights: Effective communication practices and how they are crucial for building connections and sharing information with your team What systems and processes you should have in place to improve your efficiency and productivity How to leverage financial technology and how it can provide a competitive advantage in your advisory Utilizing up and coming marketing strategies to keep your business in the spotlight The advantage of attending an upcoming live training and how it can enhance advisor skills and curate better client relationships   Resources:  Navigating Value in Dynamic Markets With Robert Shiller, Jeremy Siegel, and Tom Haines (Ep. 63) The Entrepreneur Blueprint with Mike Milligan (Ep. 64) InsurMarkAMP.com/Jeremy Book Time with Jeremy Houser:  Schedule a Call Connect with Jeremy Houser: 713-808-8548 [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser   FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.  3657594-0624B

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 services industry, sharing insights on thriving in a post-COVID world, leveraging technology for growth, and the importance of adapting to meet clients’ changing needs. Follow along to elevate your practice and create impactful, lasting change within the industry. Jeremy and Mike discuss:  The transition to offering virtual financial services and the advantages of reaching clients nationwide Strategies for effective entrepreneurship and business growth in the financial sector Embracing financial technology in the virtual world The struggles and perseverance of business owners from being overworked and under-resourced to overcome issues The impact of COVID-19 on the industry and how it has reshaped advisor-client interactions The importance of assembling the right team to foster innovation and improve service And more   Resources: Who Not How by Dan Sullivan The Millionaire Next Door by Thomas J. Stanley Ph.D.  YCharts Advisor – Client Communication Survey  Connect with Mike Milligan: Ideas By Mike LinkedIn: Mike Milligan Facebook: Ideas By Mike Instagram: @ideasbymike YouTube: Ideas By Mike Book Time with Jeremy Houser:  Schedule a Call Connect with Jeremy Houser: 713-808-8548 [email protected] Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser   About Our Guest: Mike Milligan is the CEO of Ideas By Mike. With over 24 years of experience in guiding individuals through the complexities of finance and life, Mike is well-versed in offering support as an advisor, confidant, and mentor. He acknowledges the universal need for assistance and credits his own journey of personal growth and professional success to the invaluable guidance he has received. Having transformed physical fitness and business acumen, Mike recognizes the power of mentorship and cognitive control in shaping one’s life choices. A lifelong learner, he channels his honed expertise to aid others, drawing from his qualifications in life and health insurance, as well as his CFP® (CERTIFIED FINANCIAL PLANNER) and Accredited Investment Fiduciary® (AIF®) designations. Mike’s career trajectory spans stints at major financial institutions and boutique investment firms, culminating in the establishment of his own firm nearly a decade ago. His professional ethos centers on being the trusted advisor who prioritizes the best interests of every client. On a personal level, Mike aspires to excel as a devoted father to his three children—Zach, Grace, and Paige—and a supportive husband to his wife, Leigh Ana. The Milligan household is further enriched by the presence of their cherished canine companions, Lady Goos and Lady Luna.

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, Tom Haines. Together they share unparalleled insights into the economic forecasts, the power of narratives in financial markets, and the crucial role of technology and differentiation for advisors in today’s competitive landscape. Robert, Jeremy, and Tom discuss:  Navigating Economic Predictions: Exploring insights from 2020 predictions about inflation and international equities The Role of Narratives in Shaping Financial Markets: How they influence investor behavior and economic outcomes Embracing Technology: Incorporating innovative solutions to enhance client engagement and operational efficiency Real Estate Market: Deep dive into the Case Shiller Index and the current housing market Retirement Planning: Longevity risk and how annuities can play a factor And so much more!   Resources:  Narrative Economics by Robert J. Shiller Future for Investors by Jeremy J. Siegel Big-Cap Tech Stocks Are a Sucker Bet by Jeremy J. Siegel Magnificent Seven Stocks Innovation & Diligence in Index Selection with Tom Haines (Ep. 54) Connect With Robert Shiller: LinkedIn: Robert Shiller Connect With Tom Haines: LinkedIn: Tom Haines ARS Annexus Connect With Jeremy Siegel: Wharton University of Pennsylvania: Jeremy Siegel Connect with Jeremy Houser: Schedule a Call 713-808-8548 [email protected] Advisor Mentorship Program InsurMark LinkedIn: Jeremy Houser   About Robert Shiller: Robert J. Shiller is Sterling Professor Emeritus of Economics, Department of Economics and Cowles Foundation for Research in Economics, Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. He received his B.A. from the University of Michigan in 1967 and his Ph.D. in economics from the Massachusetts Institute of Technology in 1972. He has written on financial markets, financial innovation, behavioral economics, macroeconomics, real estate, and statistical methods, and on public attitudes, opinions, and moral judgments regarding markets. He was awarded the Nobel Prize in Economic Sciences jointly with Eugene Fama and Lars Peter Hansen in 2013.   About Jeremy Siegel: Jeremy Siegel is a world-renowned expert on the economy and financial markets. The author of the award-winning investment classic Stocks for the Long Run, now in its third edition, he recently expanded that book’s ideas in The Future for Investors: Why the Tried and the True Triumph Over the Bold and the New. A frequent guest on CNN, CNBC, NPR, and other networks, he is a regular columnist for Kiplinger’s and Yahoo! Finance and the winner of dozens of awards for his research, writing, and teaching. Professor Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute.   About Tom Haines: Tom Haines is the Chief Investment Officer at ARS as well as Executive Vice President at Annexus Group. He began his career in the index and statistical arbitrage trading within BNP Paribas’ Cooper Neff Division (Paris office) before serving as vice president in the exchange-traded products (ETPs) group at NYSE Group and head of ETPs and derivative product solutions at RBS. Tom’s research on index products has been published in top financial journals. He formerly served as a member of FINRA’s Investment Management Committee. Tom holds a bachelor’s degree in quantitative finance from James Madison University in Virginia.