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:

• LinkedIn: Jason Jenkins
• Instagram: Jason Jerkins

Book Time with Jeremy Houser: 

• Schedule a Call

Connect with Jeremy Houser:

• 713-808-8548
• jeremy.houser@simplicitygroup.com
• Advisor Mentorship Program
• YouTube: Jeremy Houser
• Instagram: @jeremyhouser_amp
• InsurMark
• LinkedIn: 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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