Month: September 2024
Running 100 Miles in One Month! (Ep. 71)

Running 100 Miles in One Month! (Ep. 71)

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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: 

Connect with Jeremy Houser:

 

3839388 – 0924B

FOR FINANCIAL PROFESSIONAL USE ONLY.

NOT FOR PUBLIC DISTRIBUTION.

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Institutionalizing Your Business for Long-Term Success with Ken McGee (Ep. 70)

Institutionalizing Your Business for Long-Term Success with Ken McGee (Ep. 70)

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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:

Connect with 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.

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