Building Equity Value and Freedom Through Systems, Teams, and Strategic Growth (Ep. 108)
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:
Connect with Jeremy Houser:
- jeremy.houser@simplicitygroup.com
- 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
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