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.
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.
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.
Do you think volatility control is too complex or risky to manage?
It can feel confusing, but you may reconsider those feelings as new technology continues to change the financial landscape.
Join host Jeremy Houser as he chats with Tony Barchetto, Founder and CEO of Salt Financial. Drawing from his extensive experience in senior leadership roles across firms like BATS Global Markets and Knight Capital, Tony shares the innovative approaches Salt Financial employs to aid financial advisors in today’s volatile markets. Get an in-depth understanding of how leveraging advanced data analytics and volatility control mechanisms can provide a competitive edge in the annuity market and beyond.
Jeremy and Tony discuss:
The unique volatility control mechanism, truVol, used by Salt Financial
The impact of interest rates on multi-asset volatility targets
Dynamic adaptations that Salt Financial employs to react to market changes
Upcoming indices and partnerships set to launch in the near future
Tony is the Founder and Chief Executive Officer of Salt Financial, responsible for creating the firm’s product vision and strategy. He has over twenty years of experience in financial technology companies and institutional trading across multiple asset classes. Prior to founding Salt, Tony served in senior leadership roles at BATS Global Markets and Liquidnet, product management at Citigroup’s Lava Trading, and market making at Knight Capital. He holds a BS in International Economics from Georgetown University and is a CFA Charterholder.
How can advisors strike a balance between their career goals and personal responsibilities, especially in challenging times?
Join host Jeremy Houser as he shares his personal experiences and insights on managing both professional and family life. In this episode, Jeremy, Vice President at InsurMark, opens up about his recent challenges and how he stayed productive through recent disruptions. From power outages and a new baby to hiring household help and adjusting to a family of five, Jeremy discusses the strategies he used to maintain balance in both areas.
Jeremy discusses:
Overcoming challenges to maintain work efficiency during power outages
The impact of his wife’s pregnancy and the arrival of their third child on his professional life
The importance of hiring help and staying focused on controllable aspects
Reflections on fatherhood, societal expectations, and the benefits of a larger family
How the COVID-19 pandemic reshaped his priorities towards family and work-life
The importance of partnerships in business and personal life, and choosing the right partners
Team Houser , upcoming sales training, and video content initiatives
The value of creating family traditions and collective experiences
Many believe that annuities are just high-commission products that lock up your money.
But is this really the case? Looking deeper into the positive aspects of annuities can help you understand how they could enhance your financial plans.
Join host Jeremy Houser as he welcomes Sheryl Moore, Founder and CEO of Moore Market Intelligence, to define and discuss the intricacies of annuities, as well as their vital role in securing clients’ financial futures. Learn from Sheryl’s personal experiences and industry insights as she shares her passion for educating both advisors and consumers about the true value of annuities and life insurance.
Jeremy and Sheryl discuss:
Sheryl’s journey from industry entry to becoming a top expert in annuities and life insurance
The misconceptions and blind spots about annuities, and how to effectively communicate their benefits
The future of indexed annuities and life insurance, and what advisors should be aware of going forward
Sheryl’s book, “Why I Bought Indexed Annuities” and the personal experiences and policyholder statements it talks about
Sheryl J. Moore is the President & CEO of Moore Market Intelligence as well as the chairwoman and CEO of Wink, Inc. She is the founder and creator of many competitive intelligence tools, such as Wink’s AnnuitySpecs and LifeSpecs tools, and Wink’s Sales & Market Report. Her competitive intelligence firm specializes in providing tools to the insurance industry, particularly the life and annuity markets. Sheryl strives to provide competitive intelligence, market research, product development, consulting services and insight to financial services companies looking to broaden or strengthen their services.
To grow your advisory business, you may actually need to do less, not more.
That may sound backwards, but productivity and growth is all about having the right systems and processes in place to save yourself and your team from spending time on busy work and tedious tasks.
Join Jeremy Houser, Vice President of InsurMark, as Jason Jenkins, Simplicity’s Executive Vice President of Sales shares insights from his vast experience, including giving Ted Talks, selling his practice, and coaching thousands of advisors over the past 10 years. Follow along to learn how to harness technology, build a defined process, and adopt strategies that can drive exponential growth for your advisory practice.
Jeremy and Jason discuss:
How AI and modern technology can streamline your workload
The importance of a well-defined business process and how it contributes to your practice’s scalability and saleability
Key attributes that top advisors possess and how to cultivate them in your practice
How Simplicity’s platforms and resources can help meet your unique business needs and growth ambitions
Jason Jenkins serves as Simplicity’s Executive Vice President of Sales. Jason is responsible for directing and overseeing the planning, development, and implementation of the Group’s sales and marketing strategy. He is also the founder of AssetLock®, the Group’s proprietary portfolio communication system. Prior to founding AssetLock® and joining Simplicity, Jason was an independent investment advisor and maintains his life and health insurance licenses.
Looking for ways to elevate your financial advisory practice? Staying in the loop with current industry standards and keeping an eye open for advancements in marketing technologies are key in helping yourself stand out from the crowd.
In this episode, Jeremy Houser delves into some of his recent activities while also highlighting the importance of effective communication, systematic processes, and utilizing state-of-the-art financial technology in order to keep your financial advisory practice up to date with current marketing trends.
With invaluable lessons from his travels and discussions about previous engaging podcast episodes featuring industry titans, Jeremy emphasizes the benefits of having a personal assistant and participating in live training events.
Episode highlights:
Effective communication practices and how they are crucial for building connections and sharing information with your team
What systems and processes you should have in place to improve your efficiency and productivity
How to leverage financial technology and how it can provide a competitive advantage in your advisory
Utilizing up and coming marketing strategies to keep your business in the spotlight
The advantage of attending an upcoming live training and how it can enhance advisor skills and curate better client relationships
Adopting innovative ideas and a fresh approach is a great way to transform your financial advisory career. Lets dive into an industry leading Entrepreneurs mindset!
Join Jeremy Houser as he talks with Mike Milligan, the visionary entrepreneur and Certified Financial Planner® behind Ideas by Mike. Together, they touch on the ever-evolving landscape of the financial services industry, sharing insights on thriving in a post-COVID world, leveraging technology for growth, and the importance of adapting to meet clients’ changing needs. Follow along to elevate your practice and create impactful, lasting change within the industry.
Jeremy and Mike discuss:
The transition to offering virtual financial services and the advantages of reaching clients nationwide
Strategies for effective entrepreneurship and business growth in the financial sector
Embracing financial technology in the virtual world
The struggles and perseverance of business owners from being overworked and under-resourced to overcome issues
The impact of COVID-19 on the industry and how it has reshaped advisor-client interactions
The importance of assembling the right team to foster innovation and improve service
Mike Milligan is the CEO of Ideas By Mike. With over 24 years of experience in guiding individuals through the complexities of finance and life, Mike is well-versed in offering support as an advisor, confidant, and mentor. He acknowledges the universal need for assistance and credits his own journey of personal growth and professional success to the invaluable guidance he has received.
Having transformed physical fitness and business acumen, Mike recognizes the power of mentorship and cognitive control in shaping one’s life choices. A lifelong learner, he channels his honed expertise to aid others, drawing from his qualifications in life and health insurance, as well as his CFP® (CERTIFIED FINANCIAL PLANNER™) and Accredited Investment Fiduciary® (AIF®) designations.
Mike’s career trajectory spans stints at major financial institutions and boutique investment firms, culminating in the establishment of his own firm nearly a decade ago. His professional ethos centers on being the trusted advisor who prioritizes the best interests of every client. On a personal level, Mike aspires to excel as a devoted father to his three children—Zach, Grace, and Paige—and a supportive husband to his wife, Leigh Ana. The Milligan household is further enriched by the presence of their cherished canine companions, Lady Goos and Lady Luna.
Strap in for a knowledge-packed episode where academic insights meet real-world financial strategies!
This week, host Jeremy Houser is joined by a dynamic team of academics, consisting of Nobel Prize-winning economist Professor Robert Shiller, acclaimed author and economist Professor Jeremy Siegel, and Executive Vice President of Annexus Group, Tom Haines. Together they share unparalleled insights into the economic forecasts, the power of narratives in financial markets, and the crucial role of technology and differentiation for advisors in today’s competitive landscape.
Robert, Jeremy, and Tom discuss:
Navigating Economic Predictions: Exploring insights from 2020 predictions about inflation and international equities
The Role of Narratives in Shaping Financial Markets: How they influence investor behavior and economic outcomes
Embracing Technology: Incorporating innovative solutions to enhance client engagement and operational efficiency
Real Estate Market: Deep dive into the Case Shiller Index and the current housing market
Retirement Planning: Longevity risk and how annuities can play a factor
Robert J. Shiller is Sterling Professor Emeritus of Economics, Department of Economics and Cowles Foundation for Research in Economics, Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. He received his B.A. from the University of Michigan in 1967 and his Ph.D. in economics from the Massachusetts Institute of Technology in 1972. He has written on financial markets, financial innovation, behavioral economics, macroeconomics, real estate, and statistical methods, and on public attitudes, opinions, and moral judgments regarding markets. He was awarded the Nobel Prize in Economic Sciences jointly with Eugene Fama and Lars Peter Hansen in 2013.
About Jeremy Siegel:
Jeremy Siegel is a world-renowned expert on the economy and financial markets. The author of the award-winning investment classic Stocks for the Long Run, now in its third edition, he recently expanded that book’s ideas in The Future for Investors: Why the Tried and the True Triumph Over the Bold and the New. A frequent guest on CNN, CNBC, NPR, and other networks, he is a regular columnist for Kiplinger’s and Yahoo! Finance and the winner of dozens of awards for his research, writing, and teaching. Professor Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute.
About Tom Haines:
Tom Haines is the Chief Investment Officer at ARS as well as Executive Vice President at Annexus Group. He began his career in the index and statistical arbitrage trading within BNP Paribas’ Cooper Neff Division (Paris office) before serving as vice president in the exchange-traded products (ETPs) group at NYSE Group and head of ETPs and derivative product solutions at RBS. Tom’s research on index products has been published in top financial journals. He formerly served as a member of FINRA’s Investment Management Committee. Tom holds a bachelor’s degree in quantitative finance from James Madison University in Virginia.
In an era where technology is dominating new markets every day, one might think that Financial Advisors are next on the chopping block.
However, Jeremy Houser’s experience tells a different story.
Jump into new growth areas for the financial advising community amidst current economic uncertainties. Explore how inflation, the Federal Reserve’s moves, and economic growth concerns influence investors and advisors. Jeremy shares insights on sticking to proven plans and processes for 2024 while offering advice on how to reach younger generations that will be accumulating a great deal of wealth over the next 20 years. Walk away with actionable advice on thriving in today’s economic environment, the groundbreaking impact of the Advisor Mentorship Program, and innovative approaches to client attraction and retention.
Jeremy discusses:
The performance of the Advisor Mentorship Program in the first quarter of 2024 compared to first quarter of 2023
The systems, processes and tools that have helped these advisors see hockey stick growth
Utilizing technology and social media marketing to attract younger generations and grow your advisory business
The current state of the housing market
Implementing data-driven strategies for crafting effective marketing strategies
