Join the conversation with Jeremy Houser as he digs into this intriguing concept in this episode of the Advisor Mentorship Podcast. This episode goes beyond typical financial advisory talks, diving into groundbreaking strategies that are reshaping how advisors achieve success and maintain balance in today’s ever-changing world.
In this insightful episode, Jeremy dives into topics including:
Strategies for expanding your business in a rapidly growing industry
The art of delegation and its impact on team growth and profits
The transformative role of social media and AI in financial advising
Insights into a unique advisor community and its networking secrets
How the ‘Amazon effect’ is altering customer expectations in finance
Effective preparation for the significant wealth transfer happening in the next 22 years
And much more!
Don’t miss out on this episode, which offers more than advice – it’s a roadmap to transforming your advisory practice.
The Advisor Mentorship Podcast has reached a new milestone! 50 Episodes!
Milestone episodes deserve milestone guests, which is why this week, Jeremy Houser welcomes Rob Harvey, CFA, Co-Head of Product Specialists and Vice President at Dimensional Fund Advisors.
In this special episode, Jeremy and Rob sit together to chat about the work being done at Dimensional for their clients, as well as the importance of long-term thinking and consistency in investment strategies. Additionally, Rob explains Dimensional’s positioning in the fixed income space, the potential for higher yields in markets outside the US, and the importance of data driven decision making.
Rob discusses:
His background and role at Dimensional
The significance of advisors and asset managers aligning their long-term investment strategies
The importance of positioning in the fixed income space based on yield curve movements and the need for active management
Global fixed income opportunities
How Dimensional’s approach to index construction relies on the insights of leading academics
The importance of having a complete understanding of volatility and how it can help capture more returns in asset classes
The movie “Tune Out the Noise” and its focus on the foundation and origins of Dimensional
Rob Harvey, Co-Head of Product Specialists and Vice President, serves as a subject matter expert for Dimensional’s equity portfolios and performance. He joined Dimensional in 2016 as an Associate Portfolio Manager and has managed international, emerging markets, and domestic equity portfolios. Rob also worked in the firm’s London office, managing international and global equity strategies within the Portfolio Management team.
Prior to joining Dimensional, Rob worked in the treasury department of Cisco Systems, trading foreign exchange, managing fixed income portfolios, and conducting the company’s share repurchase program.
Rob earned his MBA from the Haas School of Business at the University of California, Berkeley. He received a bachelor of science in finance and international business and a bachelor of arts in German from Villanova University and is a CFA® Charterholder.
In our industry, to excel beyond your competitor, advisors desperately need to transform their practices into businesses and leverage technology and resources to maximize efficiency.
In this episode, Jeremy Houser, Vice President at InsurMark discusses the growth potential of the fixed index annuity industry, and the importance of mindset and confidence in achieving success. He shares personal experiences and emphasizes the need to find your unique superpower and have the right team in place.
Jeremy discusses:
The growth potential of the fixed index annuity industry
The importance of mindset and confidence in achieving success
The importance of having a vision and creating your own standards
Leveraging technology and resources to maximize efficiency
The concept of focusing on the 20% of efforts that generate revenue and delegating the remaining 80%
With the expansion of InsurMark within the Simplicity family and the transition of leadership from Steve Kerns to Jeff Maxey, there have been a number of changes happening to our team that have expanded our insights and learning practices.
In this episode, Jeremy Houser details the progression of InsurMark up to date including key financial advice from Shaquille O’Neil that everyone should keep in mind.
Jeremy discusses:
The transition of leadership at InsurMark
The InsurMark team’s strategies for attracting new clients for advisors
Leveraging resources provided by InsurMark
Building credibility and trust with clients through articles and third-party resources
Do you ever think about the power of Simplicity in business?
In this episode, Jeremy Houser is joined by Bruce Donaldson, CEO and President of Simplicity Group. They discuss the importance of advisors, creating a positive work culture, differentiating themselves, and achieving work-life balance. Donaldson shares his personal experience with retirement planning and how it inspired him to create a company that better serves its clients.
Bruce discusses:
Simplicity Group’s philosophy when it comes to wholesale initiatives and supporting independent agents and advisors
The importance of simplicity in business practices and the benefits that come with it, such as efficiency and added time for client relationship building
Why businesses who embrace Simplicity and their resources are thriving
Simplicity’s competitive advantage in consulting services and institutional support for agents and advisors
Mr. Donaldson serves as Simplicity’s President and Chief Executive Officer. Mr. Donaldson is responsible for defining the Group’s strategic direction and managing its various operating businesses. Prior to Simplicity, Mr. Donaldson was a managing director at an international investment bank, for which he was responsible for making and managing private company investments. Mr. Donaldson has also led the successful start-up of a national financial guaranty insurance company and a multi-billion-dollar asset management business. Prior to starting the entrepreneurial phase of his career, Mr. Donaldson held various financial, business, and legal positions in the United States and the United Kingdom. Mr. Donaldson earned a M.B.A. from London Business School, a J.D. from the John Marshall Law School and a B.A. from Hobart College. Mr. Donaldson serves as a Director for Simplicity Group Holdings.
In this episode, Jeremy Houser is joined by the new President of InsurMark, Jeff Maxey, to discuss his leadership philosophy, emphasizing the importance of teamwork, removing obstacles, and respecting everyone’s role within the organization.
Jeff discusses:
His commitment to the success of his team members and how he plans to elevate the grounds at InsurMark
The growth he has experienced working with top advisors across the country
The company culture at InsurMark and how it has evolved over time
How serving and helping others will also help yourself
Jeff Maxey is truly “on a mission” to work with advisors across the country and assist them in taking their businesses to exciting new levels. In 2023, Jeff was named President of InsurMark after serving as the company’s Executive Vice President and General Manager for six years.
A native of Texas, Jeff attended Texas A&M. Jeff and his wife Natalie have one daughter, Camden, and a son, Grayson. In his spare time, Jeff enjoys golf, traveling, and spending time with family and friends.
In this episode, Jeremy Houser is joined by Steve Kerns, the CEO and Founder of InsurMark. Steve announces his new role as the Executive Vice President of Business Relationships at Simplicity Group. As Steve assures that InsurMark will continue to provide excellent service and support to agents and advisors, we walk down memory lane, highlighting our top accomplishments as a team and showing our gratitude for the amazing leader Steve has been over the last 40 years, and will continue to be.
Steve discusses:
The number of advisor relationships he has built through working with InsurMark
Importance of advisors differentiating themselves and achieving work-life balance
Steve’s new role advocating for change, new product opportunities, and technological advancements
Overcoming challenges as they come, accepting change, and embracing the new
At the young age of 29, Steve Kerns was one of the two founding members of InsurMark in 1983. Over 40 years, he has taken InsurMark to new heights in becoming an industry leader in delivering first-class financial advisory mentorship services. Steve has recently taken on the new role of Executive Vice President of Business Relationships at Simplicity Group. As he starts a new journey in his life, he leaves behind a glowing 40-year legacy at InsurMark, with the glowing confidence that the company will continue to grow, and that the best is still to be seen.
Have you done your homework? Are your papers in order?
In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by InsurMark’s very own case manager, Felicia Turner. Together they discuss the evolution of the company over the past decade while Felicia emphasizes the importance of completing product training, maintaining a balanced team, and being licensed before writing new business.
She also discusses the process of getting funds in and dealing with carriers, staying on top of onboarding paperwork, and highlighting the need for agents to validate the client’s financials and ensure suitability.
Felicia discusses:
The indispensable role of an assistant in the insurance business
Knowing your clients and knowing their products
The importance of communication and collaboration between assistants and agents
The positive relationships she has been able to create through her advisor network
Her experience at InsurMark over the past 10 years
Are you looking to differentiate yourself from your competitors and create a brand that can endure the ever-changing advisor space?
In this episode, Jeremy Houser is joined by Greg DuPont, an estate planning attorney and founder of DuPont Wealth Solutions. Greg emphasizes the use of themes and systems, the importance of a reliable team, and utilizing the coaching he has received from the Advisor Mentorship Program to pave the way for his success.
Greg discusses:
The challenges he faces in managing expenses and revenue
His mission to positively impact one million lives by 2030
How focusing on a team environment improves company performance
Strategies he has learned through coaches in the industry
Greg DuPont is a financial advocate all about using proven strategies to eliminate debt, reduce lifetime tax costs, and generate more disposable income. He helps attorneys, professionals, and small business owners ensure that their money supports their life and the way they want to live it.
Debt and taxes provide the greatest challenges to building, preserving, and transferring wealth. Greg focuses on true tax planning: not only looking for solutions to current income taxes but also your lifetime tax cost.
As the world has shifted dramatically over the past two years, with virtual appointments becoming the norm, it is essential to stay updated and equipped with the right tools to establish trust and credibility with your clients.
In this episode, Jeremy Houser unpacks the details of the Systems Work People Fail 2.0 Webinar. Listen in as Jeremy details what are some of the resources advisors are using to achieve success in the fixed index annuities arena while differentiating themselves within their industry.
Jeremy discusses:
The significance of the recent Systems Work People Fail 2.0 Webinar and its relevance in today’s rapidly evolving market for the independent financial professional
Ways consumer behavior has changed
Processes and tools required to separate yourself from the competition and establish yourself as an authority within your industry
The role of technology and the value of having a robust digital presence to build trust and reach a broader audience
The value of having strong mentorship and messaging as an advisor
