Category: entrepreneur
Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors (Ep. 86)

Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors (Ep. 86)

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The financial advisory business is on the cusp of a massive transformation! 

Is your firm ready to catch the wave of the Silver Tsunami? Are you prepared to engage with the next generation of clients who communicate and consume information very differently?

In this episode, Jeremy Houser discusses the challenges and opportunities facing financial advisors in 2025. He emphasizes the importance of adapting to new technologies and communication methods to connect with both current and future clients. 

Additionally, Jeremy shares data and strategies on client engagement, tech implementation, and the necessity of connecting with the younger generation to sustain and grow advisory firms.

Jeremy highlights:

  • The “Silver Tsunami” and its effect on advisory practices
  • Technology preferences: Gen Xers vs. Baby Boomers
  • The “Great Wealth Transfer” and its ramifications for future services
  • Innovative strategies to engage clients’ children for generational loyalty
  • Strategies separating high-growth vs low-growth financial firms
  • The crucial role of social media in reaching younger generations
  • And more!

Resources: 

Connect with Jeremy Houser:

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Understanding Tax Reform and Political Shifts with Jeff Bush (Ep. 85)

Understanding Tax Reform and Political Shifts with Jeff Bush (Ep. 85)

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With tax laws set to change and political uncertainty shaping the economy, financial professionals must stay ahead of the curve.

How can advisors prepare their clients for potential tax hikes? What does the current administration mean for financial markets and regulations?

In this episode, Jeremy Houser speaks with Jeff Bush, founder of The Washington Update, about the tax landscape, political shifts in Washington, and key financial planning opportunities. 

Jeff shares insights on legislative challenges, market uncertainties, and strategies advisors can use to guide their clients effectively.

Jeff discusses:

  • The background and mission of The Washington Update
  • Challenges facing the new administration, including tax reform and tariffs
  • The potential impact of tariff policies on the economy
  • Strategies for advisors regarding upcoming tax changes
  • The significance of leveraging tech, DOGE and efficiency in government
  • And more!

Connect With Jeff Bush:

Connect with Jeremy Houser:

About Our Guest:

A dynamic and insightful speaker and author, Jeff Bush is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for business owners, executives, and high-net- worth investors. The Washington Update is widely considered the financial industry’s NONPARTISAN experts on all things Washington. Founded by Andy Friedman in 2008, Jeff is now the principal of the firm.

Jeff presents more than 200 times yearly in the US and abroad to a client base that includes a who’s who list of fortune 500 firms from Wall Street to Main Street and everywhere in between.

Jeff frequently appears on CNBC’s Nightly Business Report, is featured in various industry publications, including Investment News, ThinkAdvisor, Wealth Management, Wealth Solutions Report, and a guest on POTUS Sirius/XM Radio.

While Jeff is best known as a keynote speaker, he has shared the stage with many notables, including prior Chairman and Vice Chairman of the Federal Reserve, Ben Bernanke and Stanley Fischer, Ron Insana, a reporter for Market Score Board and former Senior CNBC Analyst, Consuelo Mack, host of Wealth Track, Jeffrey Applegate, CIO for Morgan Stanley, Robert Reynolds President and CEO of Putnam Investments, and John Theil, former Vice Chairman of Global Wealth Management at Bank of America.

Jeff is a 30+ year veteran of the financial industry. By the end of his career on Wall Street, he managed a $50+ billion sales organization. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial.

Jeff holds a bachelor’s degree in Business Administration/Management with an emphasis in Accounting, Computers, and Philosophy from William Jewell College.

Jeff’s dedication, forward-thinking, and strategic abilities have resulted in performance records, industry awards, and industry accolades.

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Scaling Wealth Practices Through Systems with Terry Wheeler (Ep. 84)

Scaling Wealth Practices Through Systems with Terry Wheeler (Ep. 84)

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Building a thriving financial practice is not about working harder but working smarter.

How can systems transform how you serve clients and expand your business’s reach? How do emotional connections and holistic strategies pave the way for growth?

In this episode, Jeremy Houser interviews Terry Wheeler of WE Alliance Wealth Advisors, who shares his journey of doubling his assets under management while emphasizing the power of systems, goal-setting, and client-centric planning. From refining processes to implementing effective strategies, Terry unveils how to create value for clients and achieve growth.

Terry discusses:

  • The importance of breaking annual goals into 12-week plans to stay focused and achieve measurable outcomes
  • Terry shares the resources and systems that helped his team more than double their assets while working with Simplicity InsurMark
  • Incorporating fixed indexed annuities and other tools strategically within client portfolios
  • Leveraging video content and systematized processes to improve client experiences and generate referrals
  • His plans for expanding estate planning and tax strategies, supported by software and coaching programs
  • And more!

Connect With Terry Wheeler:

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:Terry is a highly accomplished Estate and Wealth Strategist Planner brimming with experience. He is an Estate Planning Attorney and taught tax at the University of California, Davis. His career in the financial industry began in 1987, underpinned by a strong educational foundation. Terry holds a Bachelor’s degree in Financial Planning from San Diego State University and a Juris Doctorate Degree in Law from the University of the Pacific McGeorge School of Law. He furthered his studies with a post-doctorate program at the Masters program of the Esperti Peterson Institute.

    Terry is nationally recognized for his expertise in wealth accumulation, preservation, estate planning, charitable planning, and asset protection. He frequently educates attorneys, accountants, and financial professionals through lectures and writings on these subjects. He also authored various articles and presentations.

    He is affiliated with esteemed organizations like the American Bar Association, the Estate and Probate Section of the Sacramento Country Bar, the Financial Planning Association, the National Association of Enrolled Agents, Wealth Counsel, and the National Network of Estate Planning Attorneys. Terry holds law licenses in California and the United States Eastern District of California, in addition to being a Certified Financial Planner.

    On a personal note, Terry resides in Granite Bay, California, where he enjoys family time, vintage home renovation, and local outdoor activities.

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Entrepreneurial Transformation Through Delegation, Growth, and Optimizing Time (Ep. 83)

Entrepreneurial Transformation Through Delegation, Growth, and Optimizing Time (Ep. 83)

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Time is the most valuable asset for any entrepreneurial CEO.

Knowing how to delegate effectively and implement scalable processes can lead to not only higher revenue but also a better work-life balance.

In this episode, Jeremy Houser shares key strategies that have helped advisors increase their income while reducing stress. He explores the importance of delegation, leveraging technology, and building systems that work without constant hands-on involvement.

Jeremy discusses:

  • How delegation allows advisors to focus on high-value tasks and build a sustainable business
  • The role of AMP Assist in helping advisors’ teams improve efficiency and client communication
  • The importance of using digital content, such as podcasts and videos, to build trust with prospects
  • How structuring a business properly can lead to both revenue growth and more personal time
  • Five key habits successful advisors practice that will help you double your business, while doubling your time off
  • And more!

Connect with Jeremy Houser:

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