Is your financial advisory strategy future-proof? 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 …
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 …
How are AMP advisors thriving in today’s market? 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 …
Is 10X actually easier than 2X? 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 …
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 …
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 …
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 …
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 …
Good leaders are made, not born. 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 …
It’s the passing of the torch at InsurMark! 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 …