Systems and Processes – Advisor Mentorship Podcast

Are You Ready For the Truth with Jason Jenkins (Ep. 66)

By Advisor Mentorship Podcast | July 9, 2024

To grow your advisory business, you may actually need to do less, not more.

That may sound backwards, but productivity and growth is all about having the right systems and processes in place to save yourself and your team from spending time on busy work and tedious tasks.

Join Jeremy Houser, Vice President of InsurMark, as Jason Jenkins, Simplicity’s Executive Vice President of Sales shares insights from his vast experience, including giving Ted Talks, selling his practice, and coaching thousands of advisors over the past 10 years. Follow along to learn how to harness technology, build a defined process, and adopt strategies that can drive exponential growth for your advisory practice.

Jeremy and Jason discuss:

How AI and modern technology can streamline your workload
The importance of a well-defined business process and how it contributes to your practice’s scalability and saleability
Key attributes that top advisors possess and how to cultivate them in your practice
How Simplicity’s platforms and resources can help meet your unique business needs and growth ambitions
The art of human connection
And more

Resources:

Simplicity Group

Connect With Jason Jenkins:

Book Time with Jeremy Houser:

Schedule a Call

Connect with Jeremy Houser:

About Our Guest:

Jason Jenkins serves as Simplicity’s Executive Vice President of Sales. Jason is responsible for directing and overseeing the planning, development, and implementation of the Group’s sales and marketing strategy. He is also the founder of AssetLock®, the Group’s proprietary portfolio communication system. Prior to founding AssetLock® and joining Simplicity, Jason was an independent investment advisor and maintains his life and health insurance licenses.

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FOR FINANCIAL PROFESSIONAL USE ONLY.

NOT FOR PUBLIC DISTRIBUTION.

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Lessons Learned from a Top Advisors Team (Ep. 65)

By Advisor Mentorship Podcast | June 25, 2024

Looking for ways to elevate your financial advisory practice? Staying in the loop with current industry standards and keeping an eye open for advancements in marketing technologies are key in helping yourself stand out from the crowd.

In this episode, Jeremy Houser delves into some of his recent activities while also highlighting the importance of effective communication, systematic processes, and utilizing state-of-the-art financial technology in order to keep your financial advisory practice up to date with current marketing trends.

With invaluable lessons from his travels and discussions about previous engaging podcast episodes featuring industry titans, Jeremy emphasizes the benefits of having a personal assistant and participating in live training events.

Episode highlights:

Effective communication practices and how they are crucial for building connections and sharing information with your team
What systems and processes you should have in place to improve your efficiency and productivity
How to leverage financial technology and how it can provide a competitive advantage in your advisory
Utilizing up and coming marketing strategies to keep your business in the spotlight
The advantage of attending an upcoming live training and how it can enhance advisor skills and curate better client relationships

Resources:

Book Time with Jeremy Houser:

Schedule a Call

Connect with Jeremy Houser:

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION. 3657594-0624B

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1. Meet Your Host, Jeremy Houser

By The Advisor Mentorship Podcast | August 31, 2021

Systems work, people fail. In today’s crowded marketplace, advisors must find a way to differentiate themselves from the competition.

Introducing the Advisor Mentorship Podcast – Processes and Systems for the 21st Century Advisor with your host, Jeremy Houser!

In this inaugural episode, get to know Jeremy Houser, as he shares his specialty in the financial space, some facts about himself and who he is outside of the office, and how he stays on track in the financial industry.

Tag: Systems and Processes