Scaling Wealth Practices Through Systems with Terry Wheeler (Ep. 84)
Building a thriving financial practice is not about working harder but working smarter.
How can systems transform how you serve clients and expand your business’s reach? How do emotional connections and holistic strategies pave the way for growth?
In this episode, Jeremy Houser interviews Terry Wheeler of WE Alliance Wealth Advisors, who shares his journey of doubling his assets under management while emphasizing the power of systems, goal-setting, and client-centric planning. From refining processes to implementing effective strategies, Terry unveils how to create value for clients and achieve growth.
Terry discusses:
- The importance of breaking annual goals into 12-week plans to stay focused and achieve measurable outcomes
- Terry shares the resources and systems that helped his team more than double their assets while working with Simplicity InsurMark
- Incorporating fixed indexed annuities and other tools strategically within client portfolios
- Leveraging video content and systematized processes to improve client experiences and generate referrals
- His plans for expanding estate planning and tax strategies, supported by software and coaching programs
- And more!
Connect With Terry Wheeler:
Connect with Jeremy Houser:
- jeremy.houser@simplicitygroup.com
- 713-808-8548
- Schedule a Call
- Our Teams Website
- Connect with Jeremy
- @jeremyhouser_amp
- @jeremyhouserAMP
About Our Guest:Terry is a highly accomplished Estate and Wealth Strategist Planner brimming with experience. He is an Estate Planning Attorney and taught tax at the University of California, Davis. His career in the financial industry began in 1987, underpinned by a strong educational foundation. Terry holds a Bachelor’s degree in Financial Planning from San Diego State University and a Juris Doctorate Degree in Law from the University of the Pacific McGeorge School of Law. He furthered his studies with a post-doctorate program at the Masters program of the Esperti Peterson Institute.Terry is nationally recognized for his expertise in wealth accumulation, preservation, estate planning, charitable planning, and asset protection. He frequently educates attorneys, accountants, and financial professionals through lectures and writings on these subjects. He also authored various articles and presentations.
He is affiliated with esteemed organizations like the American Bar Association, the Estate and Probate Section of the Sacramento Country Bar, the Financial Planning Association, the National Association of Enrolled Agents, Wealth Counsel, and the National Network of Estate Planning Attorneys. Terry holds law licenses in California and the United States Eastern District of California, in addition to being a Certified Financial Planner.
On a personal note, Terry resides in Granite Bay, California, where he enjoys family time, vintage home renovation, and local outdoor activities.
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