Tag: Leadership
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!

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Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA (Ep. 74)

Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA (Ep. 74)

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Can you lead your business through change without losing balance?

In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Rob Ferguson, CEO of Ferguson Alliance, to explore how independent advisors can differentiate themselves through effective restructuring and strategic planning. 

You’ll gain insights on how to evolve from a salesperson to a business leader, ensuring your practice’s sustainability while balancing work-life dynamics. 

They discuss: 

  • Strategies for successful business restructuring and growth planning
  • Tips for 2025 Business Planning
  • The importance of balancing structure and flexibility in leadership
  • Ways to delegate task efficiently 
  • How to maintain a sustainable business while planning for future succession
  • The power of mentorship and advisory boards for business growth
  • And more!

Connect With Rob Ferguson:

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About Our Guest:

With over a decade of steering middle-market family-owned companies, Rob Ferguson, Founder and President of Ferguson Alliance, harnesses his NACD Board Leadership Fellowship and Certified Exit Planning Advisor credentials to guide CEOs and boards through generational transitions. His team’s focus on strategic implementation and value creation prepares business leaders for successful exits, fostering sustainable growth and operational excellence.

Leveraging his skills in family business governance, succession planning, and process improvement, Rob’s clients thrive on strategic insights that enable concrete results. In collaboration with stakeholders, he has shaped robust strategies that drive growth, optimize operations, and ensure the realization of his clients’ business objectives.

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From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

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Success isn’t just about working harder—it’s about working smarter and knowing when & how to scale.

In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Michael Ginsberg, founder of Ginsberg Financial Strategies, who shares his remarkable journey from being a solo advisor to building a thriving team, highlighting the dramatic impact it’s had on his business and personal life.

You’ll learn the importance of mindset shift in hiring, the power of a well-crafted recruitment process, and how focusing on high-value activities can lead to significant business growth.

They discuss: 

  • Michael’s transition from a solo advisor to managing a team
  • Strategies that led to 5X growth within 12 months
  • Leveraging a third-party consulting firm to hire the right people
  • The role of mindset in making pivotal business decisions
  • Insights on improving client relationships through operational efficiency
  • The significance of having a well-structured hiring process
  • And more!

Resources: 

Connect With Michael Ginsberg:

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About Our Guest:

Michael Ginsberg founded Ginsberg Financial Strategies in 2012 to move beyond traditional financial advice that left retirement-focused clients vulnerable to market losses.

He is passionate about helping clients create reliable retirement income and was fed up with risky market-based solutions. Therefore, he developed a simple income-based blueprint that empowers clients to create lifetime wealth.

Now, he helps diligent savers in the East Bay use his Lifetime Wealth BlueprintSM to protect what they have, grow it carefully, and feel confident retiring knowing their money will last as long as they need it to.

Everything they do—their services, operations, and outreach—is shaped by this goal.

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Unleashing the Power of InsurMark: Processes Helping Advisors Win Business! (Ep. 48)

Unleashing the Power of InsurMark: Processes Helping Advisors Win Business! (Ep. 48)

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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
  • And more

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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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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Connect with Jeremy Houser:

 

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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FEATURE
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:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

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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