Category: Mentorship
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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Strategic Growth Amid Market Volatility with Tom Rozman (Ep. 82)

Strategic Growth Amid Market Volatility with Tom Rozman (Ep. 82)

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Volatile markets demand innovative strategies, and 2025 presents both challenges and opportunities.

This week, host Jeremy Houser speaks with Tom Rozman, Chief Investment Officer of Simplicity Wealth, about strategies to thrive during market uncertainty. They explore leveraging tax-efficient tools, understanding market trends, and enhancing client relationships through innovation and teamwork. 

Tom discusses:

  • Strategies to enhance portfolio performance, including tax-loss harvesting and direct indexing
  • The importance of addressing market concentration risks and diversifying portfolios effectively
  • Utilizing municipal bonds and fixed-index annuities as tools for steady returns and risk mitigation
  • The value of innovative tools like risk scoring methodologies and systematic communication platforms
  • The role of a strong team and tailored marketing support in helping advisors scale their practices
  • And more!

Connect With Thomas Rozman:

Connect with Jeremy Houser:

About Our Guest:

Mr. Rozman, Chief Investment Officer, is responsible for leading the investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. He earned an M.B.A. from the University of Chicago and a B.A from St. Olaf College.

Disclosure:

The information presented does not constitute investment recommendations tailored to any individual’s circumstances. Past performance is not indicative of future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing.

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Tom Haines: Forecasting the Future of Fixed Index Annuities (Ep. 81)

Tom Haines: Forecasting the Future of Fixed Index Annuities (Ep. 81)

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2025 holds immense potential for growth and transformation within the fixed index annuity space. High interest rates, changing market dynamics, and evolving client needs are creating new opportunities for financial advisors.

In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Tom Haines, EVP of Capital Markets & Index Solution at Annexus, to discuss projections for 2025 in the fixed index annuity industry.

Tom shares insights from Annexus’s research, the significance of diversification in portfolio planning, and strategies for navigating market volatility. Advisors will gain actionable ideas on balancing client needs for stability and growth.

Tom discusses:

  • Key takeaways from the previous episode with Professor Jeremy Siegel, including projections for the S&P 500’s performance over the next decade
  • The benefits of utilizing volatility-controlled indexes for managing risk and achieving steady returns in fixed index annuities
  • What volatility controlled indices do well when the magnificent 7 does well
  • The importance of diversification across equity, bond, and commodity markets to stabilize portfolios and meet client goals
  • How rising interest rates enhance the competitiveness of fixed index annuities, making them an attractive alternative to bonds
  • Strategies for advisors to position annuities effectively, including assessing fee structures and addressing client expectations for long-term returns
  • And more!

Resources: 

Connect With Tom Haines:

Connect with Jeremy Houser:

About Tom Haines:

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.

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Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025 (Ep. 80)

Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025 (Ep. 80)

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Uncertainty defines the future, but clear insights can help us prepare for what lies ahead.

What does the second Trump administration mean for the economy? How will markets react to tax cuts, tariffs, and AI advancements? 

In this episode, Jeremy Houser interviews Professor Jeremy Siegel from the Wharton School to discuss economic trends, stock market predictions, and fiscal policies for 2025. They also explore the role of AI, inflation, and bond markets in shaping the financial future.

Jeremy discusses: 

  • The implications of a second Trump administration, including potential tax reforms and regulatory changes
  • Predictions for the U.S. stock market, including overvaluation concerns and the performance of major market players
  • Bitcoin & Cryptocurrency
  • The potential impact of AI on global economic growth and innovation, focusing on its long-term promise
  • Inflation trends and their effects on the bond market, emphasizing investment strategies in volatile times
  • The role of tariffs and trade policies in influencing U.S. economic stability and competitiveness
  • And more

Connect with Jeremy Houser:

About Our Guest:

Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He graduated from Columbia University in 1967, received his Ph.D. in Economics from the Massachusetts Institute of Technology in 1971, and spent one year as a National Science Foundation Post-Doctoral Fellow at Harvard University. 

Prof. Siegel taught for four years at the Graduate School of Business of the University of Chicago before joining the Wharton faculty in 1976. He has written and lectured extensively about the economy and financial markets, has appeared frequently on CNN, CNBC, NPR and others networks. He is a regular columnist for Kiplinger’s and Yahoo! Finance and has contributed articles to The Wall Street Journal, Barron’s, The Financial Times and other national and international news media. 

Prof. 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. Prof. Siegel is the author of numerous professional articles and three books.

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Proven Habits and Social Media Strategies for Growth (Ep. 79)

Proven Habits and Social Media Strategies for Growth (Ep. 79)

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Growth is not just about working harder; it’s about working smarter with a clear vision and the right systems in place.

In this episode, Jeremy Houser kicks off 2025 by sharing essential strategies for business growth and efficiency. From embracing new habits to leveraging social media, he breaks down how advisors can refine their processes, elevate their presence, and achieve sustainable success. 

Key highlights include the value of efficiency, the importance of social media in connecting with clients, and the mindset shifts necessary to thrive in a rapidly changing industry.

Jeremy discusses:

  • The habits and systems top-performing advisors adopt to maximize efficiency and achieve substantial year-over-year growth
  • The “7-11-4” strategy for engaging potential clients through content, touchpoints, and diverse platforms, based on data from Google and Forbes
  • The shifting role of social media in financial advising, including tips for creating targeted, impactful content
  • The value of delegating administrative tasks to focus on high-impact activities and personal development
  • Why to think about 2027 today!
  • And more!

Connect with Jeremy Houser:

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The Future of Advisor Marketing with Matt Halloran (Ep. 78)

The Future of Advisor Marketing with Matt Halloran (Ep. 78)

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Marketing for financial advisors is evolving faster than ever, with new tools and strategies reshaping client engagement and business growth.

How can advisors prepare for 2025 and beyond while building authentic client relationships? 

In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Matt Halloran, co-founder of ProudMouth, to explore game-changing tactics for advisors, including leveraging social media, integrating video content, and mastering active listening to foster deeper connections. 

Matt also shares insights from his new book, “Shut the F Up and Listen”, offering actionable advice on transforming communication and marketing approaches to meet modern challenges.

Matt discusses:

  • Using video as a critical tool for client engagement and social media visibility
  • The growing importance of content marketing and “social proof” in building trust
  • The role of AI in enhancing marketing efficiency while maintaining a human touch
  • Active listening strategies from his book to deepen client relationships and improve sales outcomes
  • Key tips for reallocating marketing budgets to focus on high-impact digital strategies
  • And more!

Resources: 

Connect with Matt Halloran:

Connect with Jeremy Houser:

About Our Guest:

Matt Halloran is a co-founder of ProudMouth, the world’s leading influence accelerator for financial advisors. An in-demand speaker, he’s appeared on over 1,000 podcasts. As well, Matt is the host of ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of “The Social Media Handbook for Financial Advisors,” the first social media book for financial services.

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How to 10X: Transforming Advisors into CEOs (Ep. 77)

How to 10X: Transforming Advisors into CEOs (Ep. 77)

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How can advisors elevate their practice from transactional interactions to becoming true CEOs of their business? 

In this episode, Jeremy Houser shares strategies for financial advisors to transition from daily operations to strategic leadership. He highlights the importance of delegation, embracing a digital presence, and building high-performing teams to amplify business impact. 

From leveraging habits to refining processes, this episode provides actionable insights for sustainable growth.

Jeremy discusses: 

  • The shift in mindset required for advisors to think and act as CEOs, focusing on leadership and delegation
  • The integration of digital tools and branding to establish a stronger market presence and client engagement
  • The role of teams in handling client communication, administrative tasks, and follow-ups, allowing advisors to focus on high-value activities
  • Practical habits and routines for advisors to optimize productivity and maintain a growth mindset
  • The importance of tailored processes and systems to streamline business operations and drive client conversions
  • And more!

Connect with Jeremy Houser:

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Elevating Financial Advisory Through Joy and Purpose with Larry Sprung (Ep. 76)

Elevating Financial Advisory Through Joy and Purpose with Larry Sprung (Ep. 76)

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What does it take to grow your advisory firm while staying true to your values? 

In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Larry Sprung, Founder of Mitlin Financial and esteemed Investopedia Advisor Council member. 

They dive into the power of creating a purpose-driven business and how Mitlin Financial has scaled while maintaining its core values of family-first and client happiness. Discover how Larry’s journey and the idea of emphasizing joy have propelled significant growth for his firm, alongside insights into finding the right clients and the importance of delegation.

Larry and Jeremy discuss:

  • The inspiring story behind the foundation of Mitlin Financial and its core values
  • How leaning into joy as a concept has significantly driven business growth
  • Strategies for effective delegation and harnessing team strengths
  • The impact of personal branding and social media engagement on growth
  • And more!

Connect with Larry Sprung: 

Connect with Jeremy Houser:

About Our Guest:

Larry Sprung is the founder of Mitlin Financial, a family-first wealth management firm dedicated to helping clients achieve their financial goals while prioritizing what brings them joy. An award-winning financial advisor and a member of the Investopedia Advisor Council, Larry is also a passionate mental health advocate, having raised $1.7 million for suicide prevention in memory of his brother-in-law. Through his podcast, Mitlin Money Mindset, and his work as an author, Larry combines financial knowledge with a commitment to making a meaningful impact on lives and communities.

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