Tag: Advisor
Why Entrepreneurs Want Simplicity with Bruce Donaldson (Ep. 47)

Why Entrepreneurs Want Simplicity with Bruce Donaldson (Ep. 47)

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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
  • And more

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About Our Guest:

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.

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The New Administration Has Arrived with Jeff Maxey (Ep. 46)

The New Administration Has Arrived with Jeff Maxey (Ep. 46)

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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 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
  • And more

Connect With Jeff Maxey:

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About Our Guest:

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.

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A New Chapter: Discussing a Legacy with Steve Kerns (Ep. 45)

A New Chapter: Discussing a Legacy with Steve Kerns (Ep. 45)

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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 and advisors, we walk down memory lane, highlighting our top accomplishments as a team and showing our gratitude for the amazing leader Steve has been over the last 40 years, and will continue to be. 

Steve discusses: 

  • The number of advisor relationships he has built through working with InsurMark 
  • Importance of advisors differentiating themselves and achieving work-life balance
  • Steve’s new role advocating for change, new product opportunities, and technological advancements
  • Overcoming challenges as they come, accepting change, and embracing the new
  • And more

 

Connect With Steve:

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About Our Guest:

At the young age of 29, Steve Kerns was one of the two founding members of InsurMark in 1983. Over 40 years, he has taken InsurMark to new heights in becoming an industry leader in delivering first-class financial advisory mentorship services. Steve has recently taken on the new role of Executive Vice President of Business Relationships at Simplicity Group. As he starts a new journey in his life, he leaves behind a glowing 40-year legacy at InsurMark, with the glowing confidence that the company will continue to grow, and that the best is still to be seen.

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There Is No “I” In Team with Felicia Turner (Ep. 44)

There Is No “I” In Team with Felicia Turner (Ep. 44)

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Have you done your homework? Are your papers in order?

In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by InsurMark’s very own case manager, Felicia Turner. Together they discuss the evolution of the company over the past decade while Felicia emphasizes the importance of completing product training, maintaining a balanced team, and being licensed before writing new business. 

She also discusses the process of getting funds in and dealing with carriers, staying on top of onboarding paperwork, and highlighting the need for agents to validate the client’s financials and ensure suitability. 

Felicia discusses: 

  • The indispensable role of an assistant in the insurance business
  • Knowing your clients and knowing their products 
  • The importance of communication and collaboration between assistants and agents
  • The positive relationships she has been able to create through her advisor network
  • Her experience at InsurMark over the past 10 years
  • And more

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Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)

Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)

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Are you looking to differentiate yourself from your competitors and create a brand that can endure the ever-changing advisor space? 

In this episode, Jeremy Houser is joined by Greg DuPont, an estate planning attorney and founder of DuPont Wealth Solutions. Greg emphasizes the use of themes and systems, the importance of a reliable team, and utilizing the coaching he has received from the Advisor Mentorship Program to pave the way for his success. 

Greg discusses: 

  • The challenges he faces in managing expenses and revenue
  • His mission to positively impact one million lives by 2030
  • How focusing on a team environment improves company performance 
  • Strategies he has learned through coaches in the industry
  • And more

Connect With Greg DuPont:

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About Our Guest:

Greg DuPont is a financial advocate all about using proven strategies to eliminate debt, reduce lifetime tax costs, and generate more disposable income. He helps attorneys, professionals, and small business owners ensure that their money supports their life and the way they want to live it. 

Debt and taxes provide the greatest challenges to building, preserving, and transferring wealth. Greg focuses on true tax planning: not only looking for solutions to current income taxes but also your lifetime tax cost. 

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Creating Impactful Leaders through Greater Connection with Mike Milligan (Ep.18)

Creating Impactful Leaders through Greater Connection with Mike Milligan (Ep.18)

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Connecting a driven mindset with education and effective systems and practices uncovers record-breaking feats.

In this episode, Jeremy Houser is joined by Mike Milligan, Founder of Ideas by Mike. Mike is a CFP who unveils ways he’s finding success as an advisor, business practices, and operations. Through systems and practices, Mike highlights the critical role InsurMark’s partnership has played in the acceleration of Ideas by Mike, LLC.

Mike discusses: 

  • Ways he is helping his customers during this volatile time 
  • How to invest in your business through different strategies to see impactful growth
  • The power of stories and resources and how they reflect in his own podcast: Stories, Resources, and Ideas
  • How his partnership with InsurMark has supported and excelled his business
  • And more!

Resources:

Connect with Mike Milligan:

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About Our Guest:

Mike Milligan has been a Certified Financial Planner since 2002. He understands what most people endure in life and understands that life is not a simple pie chart of diversified priorities and passions to spread out risk; we go all in, all the time. That’s why Mike is here to help you with that and learn from your experience so he can pass along what he has learned and what he has lived.

 

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Systems and Processes that are Pushing Advisors (Ep. 17)

Systems and Processes that are Pushing Advisors (Ep. 17)

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Advisors face adversities on a daily basis, it is important to learn how to face these challenges with systems and processes to overcome them.

In this episode, Jeremy Houser sits down to discuss the importance of adopting effective mindsets, systems, and processes that will accelerate your business model and let you better help your clients.

Jeremy discusses: 

  • The impact Austin Hatch’s message had with advisors from Episode 16
  • Creating a marketing strategy that supports you and your business model
  • Building client trust in the virtual and in-person setting 
  • How Gen X will be reshaping the financial landscape in the years to come
  • And more

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Adding Grit to Your Mindset with Austin Hatch (Ep. 16)

Adding Grit to Your Mindset with Austin Hatch (Ep. 16)

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When faced with adversity, It is up to you to choose a mindset that will drive you towards success. When you establish a greater purpose, your grit will shine through.

In this episode, Jeremy Houser is joined by Austin Hatch, motivational speaker, to share his remarkable story of surviving two plane crashes and learn how to apply his G.R.I.T. mentality to overcome individual and team adversities. 

Austin Hatch discusses: 

  • The power of commitment and how it changes his life
  • What G.R.I.T. means and how to apply the mentality
  • The importance  of establishing a greater purpose and setting standards 
  • How the G.R.I.T. mentality can better prepare you as a financial professional
  • And more

Connect With Austin Hatch:

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About Our Guest:

In the first 27 years of Austin’s life, he survived two separate plane crashes, which led to the tremendous loss of his immediate family, and a severe list of injuries that nearly took his own life. Coming out of a 2-month long coma after the second plane crash, he had to relearn basic life skills such as walking and talking. The adversity he faced was extremely challenging, but Austin made the decision that he was going to find a way to overcome it and fulfill his dream of playing basketball for the University of Michigan.

Instead of choosing to dwell on my circumstances, Austin has decided to share his life experiences with others, providing a variety of organizations with a message about thriving in the midst of adversity, grit and hope. Austin is now a full-time motivational speaker, and considers himself blessed to be able to add value to a variety of organizations across the country.

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Getting Ahead of This Year’s First Quarter with Effective Systems (Ep. 15)

Getting Ahead of This Year’s First Quarter with Effective Systems (Ep. 15)

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Just like that, the first quarter is over. Hard work coupled with effective communication is necessary to build momentum into the rest of the year.

In this episode, Jeremy Houser discusses the many successes his team of advisors have seen in the first quarter and the several strategies the team has used to surpass their first quarter goals. Learn more about how you can separate your business from the pack through highly effective marketing and systems.

Jeremy discusses: 

  • What is separating certain advisors from the rest of the pack
  • How to effectively market to your specific client base
  • Crafting effective messaging for social media
  • How to adapt your business to build an effective brand online
  • And more

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Leverage Your Mindset with Ricky Kalmon (Ep. 14)

Leverage Your Mindset with Ricky Kalmon (Ep. 14)

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Anything successful requires an investment of time and energy.

To be that better leader, parent, successful entrepreneur, or whatever your internal goal is, you need to take action on creating a better mindset for your day-to-day activities.

In this episode, Jeremy Houser is joined by Ricky Kalmon, mindset expert, motivational speaker, and celebrity hypnotist to discuss changing your habits and the way you think to live a more present life in your personal and professional life. Ricky shares how he has been able to help thousands of people around the world through his mindset message and techniques.

Ricky Kalmon discusses:

  • What mindset means to Ricky
  • Revisiting your subconscious mind to better understand your skill set
  • How to turn off work-mode to be more present
  • How you can update your internal software to be a better you
  • And more

Connect With Ricky Kalmon:

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About Our Guest:

Ricky Kalmon is a mindset expert, motivational speaker, and celebrity hypnotist who delivers high-energy and motivational keynote programs. His programs are inspirational and offer compelling, applicable tools anyone can use in personal and professional development. Kalmon reveals how our mindset can be the greatest tool in achieving new heights, reducing stress, and increasing productivity and potential. Ricky Kalmon’s mindset message and techniques will change the way you live, work, and think. Kalmon works with Fortune 500 companies, sales teams, leaders, executives, and sports teams, teaching them how to reinforce their thoughts and beliefs to enhance their results. By creating awareness of your thoughts, Kalmon reveals how to enhance your mindset to eliminate doubt and ignite your positive intentions. Through his programs, thousands have changed their world by changing the way they think. In addition, he has made numerous special guest appearances on ESPN, Disney, Hallmark Channel, Fox, FX, E, HLN/CNN, TV Guide and Comedy Central. Ricky Kalmon delivers top rated corporate entertainment and mindset motivational keynote programs for corporate events, meetings and special events.

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