Looking to stay ahead and on top of 2024’s financial advising game?
Dive into the future of financial advising with the latest episode of InsurMark’s “Advisor Mentorship Podcast,” featuring Vice President Jeremy Houser. Kicking off with a celebration of their record-breaking achievements in December, Jeremy sets the stage for an engaging exploration of the strategies vital for financial advisors in 2024.
Key Discussion Points:
Customer Preferences Shift: Understanding the trend towards secure financial products like annuities and life insurance
Execution in 2024: The vital role of implementing well-crafted plans in a favorable business climate
Authenticity in Advising: Insights on the power of authenticity in influencing client relationships
Practicing What They Preach: The importance of using the products they recommend for trust and credibility
2023 Lessons for 2024 Strategies: Engaging clients through genuine communication and adapting to market changes
Discover innovative strategies in financial advising with insights from Jeremy Houser, AMP host and Vice President of InsurMark, as he engages in a thought-provoking conversation with Tom Haines, EVP of Capital Markets & Index Solution at Annexus. With a background that includes a significant tenure at UBS in New York City, Tom brings a wealth of knowledge to the table, particularly in index annuities and selecting indexes.
Key Highlights:
The secrets of Annexus’s index selection, where academic insights meet Wall Street ingenuity to revolutionize investing
How innovative design and strategic diversification are transforming retirement planning, challenging conventional market trends
Peek into Annexus’s journey to the top, uncovering the visionary strategies that set their products apart
How Annexus masterfully balances steadfast processes with dynamic market changes to redefine success standards
Witness how Annexus stays ahead by harnessing wisdom from academic giants, carving a niche in the competitive financial arena
Gain insights into the evolving bond market and the rising potential of Fixed Index Annuities as we enter 2024
Enter a groundbreaking phase of financial advising, focusing on the strategic integration of Fixed Index Annuities for robust portfolio management
Tom leads the index diligence and selection process at Annexus and coordinates the firm’s relationships with asset managers, academic experts, and investment banks. He also plays a pivotal role at Annexus Retirement Solutions, working closely with insurers and asset managers. Prior to Annexus, Tom led Equity Solutions Structuring at UBS Investment Bank and has a rich history in financial markets, including roles at BNP Paribas and NYSE Group. A member of FINRA’s Investment Management Committee and a holder of a bachelor’s degree in Quantitative Finance from James Madison University, Tom’s expertise is well-recognized in the industry.
There are new ways to help yourself stand out in the growing landscape of financial advisors.
Uncover the secrets with Jeremy Houser, Vice President of InsurMark, in a captivating episode of the Advisor Mentorship Podcast. He explores the essential strategies for advisors to stand out in an increasingly competitive market. Jeremy emphasizes enhancing performance, fostering sustainable business models, and achieving a satisfying work-life balance.
Key Highlights:
Challenges and Growth in 2023: Jeremy discusses InsurMark’s significant growth alongside his personal challenges, such as balancing a growing family with increased work commitments
Focusing on Control and Importance: He shares valuable lessons from 2023, focusing on the importance of directing efforts towards controllable aspects for both personal and professional advancement
Goals for 2024: With an aim for enhanced consistency and efficiency, Jeremy plans to improve services for advisors while ensuring quality family time
Leveraging Digital Media: The importance of digital platforms, like YouTube and social media, in standing out in the insurance industry
Podcast Evolution: Reflecting on the podcast’s growth, Jeremy discusses its role in demonstrating effective digital media marketing strategies
Gratitude and Community Building: Jeremy expresses gratitude towards his team and advisors at InsurMark, celebrating their collective achievements and the community they’ve built
Join us on an impactful journey with Jeremy Houser, Vice President of InsurMark, as he shares some secrets of Advisor Mentorship Program (AMP). Launched in 2018, AMP has united financial advisors across the U.S. into a thriving community. This episode dives into how AMP reshapes advisors from traditional product sellers to forward-thinking entrepreneurs.
Key Points to Spark Your Curiosity:
Learn how AMP advisors are integrating financial technology to enhance their strategies
Discover the importance of personal relationships and family support in professional success within AMP
Understand the significant influence of your closest connections on both personal and professional growth
Find out how AMP advisors set meaningful goals that transcend mere numbers
Explore the strategic decisions top advisors are making for future success
Get inspired by a potent planning strategy that focuses on what’s truly important
Learn about the advantages of early business planning and its impact
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.
