Month: December 2025
Preparing Advisory Practices for 2026 With Digital Systems That Scale (Ep. 103)

Preparing Advisory Practices for 2026 With Digital Systems That Scale (Ep. 103)

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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:

Disclosure #: 5032123 – 1225

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Volatility Control Indexes: What Advisors Need to Know Now with Laurence Black (Ep. 102)

Volatility Control Indexes: What Advisors Need to Know Now with Laurence Black (Ep. 102)

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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:

Connect with Jeremy Houser:

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

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