Market Analysis – Advisor Mentorship Podcast

Innovation & Diligence in Index Selection with Tom Haines (Ep. 54)

By the-advisor-mentorship-podcast | January 9, 2024

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 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
And much more!

Resources:

Episode 20: Annexus: Your Innovative Annuities & Insurance Solutions Platform with Ron Shurts

Connect With Tom Haines:

Book Time with Jeremy Houser:

Schedule a Call

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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How To 10X Your Success (Ep. 51)

By the-advisor-mentorship-podcast | November 21, 2023

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 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.