Strategic Growth Amid Market Volatility with Tom Rozman (Ep. 82)

Strategic Growth Amid Market Volatility with Tom Rozman (Ep. 82)

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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 …

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Tom Haines: Forecasting the Future of Fixed Index Annuities (Ep. 81)

Tom Haines: Forecasting the Future of Fixed Index Annuities (Ep. 81)

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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, …

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Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025 (Ep. 80)

Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025 (Ep. 80)

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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 …

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Proven Habits and Social Media Strategies for Growth (Ep. 79)

Proven Habits and Social Media Strategies for Growth (Ep. 79)

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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, …

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The Future of Advisor Marketing with Matt Halloran (Ep. 78)

The Future of Advisor Marketing with Matt Halloran (Ep. 78)

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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 …

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How to 10X: Transforming Advisors into CEOs (Ep. 77)

How to 10X: Transforming Advisors into CEOs (Ep. 77)

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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 …

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Elevating Financial Advisory Through Joy and Purpose with Larry Sprung (Ep. 76)

Elevating Financial Advisory Through Joy and Purpose with Larry Sprung (Ep. 76)

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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 …

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Roadmap For Success with Tony Sifuentes (Ep. 75)

Roadmap For Success with Tony Sifuentes (Ep. 75)

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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 …

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Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA (Ep. 74)

Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA (Ep. 74)

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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 …

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From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

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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 …

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