Tag: Wealth Management
Scaling Wealth Practices Through Systems with Terry Wheeler (Ep. 84)

Scaling Wealth Practices Through Systems with Terry Wheeler (Ep. 84)

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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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Strategic Growth Amid Market Volatility with Tom Rozman (Ep. 82)

Strategic Growth Amid Market Volatility with Tom Rozman (Ep. 82)

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Volatile markets demand innovative strategies, and 2025 presents both challenges and opportunities.

This week, host Jeremy Houser speaks with Tom Rozman, Chief Investment Officer of Simplicity Wealth, about strategies to thrive during market uncertainty. They explore leveraging tax-efficient tools, understanding market trends, and enhancing client relationships through innovation and teamwork. 

Tom discusses:

  • Strategies to enhance portfolio performance, including tax-loss harvesting and direct indexing
  • The importance of addressing market concentration risks and diversifying portfolios effectively
  • Utilizing municipal bonds and fixed-index annuities as tools for steady returns and risk mitigation
  • The value of innovative tools like risk scoring methodologies and systematic communication platforms
  • The role of a strong team and tailored marketing support in helping advisors scale their practices
  • And more!

Connect With Thomas Rozman:

Connect with Jeremy Houser:

About Our Guest:

Mr. Rozman, Chief Investment Officer, is responsible for leading the investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. He earned an M.B.A. from the University of Chicago and a B.A from St. Olaf College.

Disclosure:

The information presented does not constitute investment recommendations tailored to any individual’s circumstances. Past performance is not indicative of future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing.

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The Future of Advisor Marketing with Matt Halloran (Ep. 78)

The Future of Advisor Marketing with Matt Halloran (Ep. 78)

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Marketing for financial advisors is evolving faster than ever, with new tools and strategies reshaping client engagement and business growth.

How can advisors prepare for 2025 and beyond while building authentic client relationships? 

In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Matt Halloran, co-founder of ProudMouth, to explore game-changing tactics for advisors, including leveraging social media, integrating video content, and mastering active listening to foster deeper connections. 

Matt also shares insights from his new book, “Shut the F Up and Listen”, offering actionable advice on transforming communication and marketing approaches to meet modern challenges.

Matt discusses:

  • Using video as a critical tool for client engagement and social media visibility
  • The growing importance of content marketing and “social proof” in building trust
  • The role of AI in enhancing marketing efficiency while maintaining a human touch
  • Active listening strategies from his book to deepen client relationships and improve sales outcomes
  • Key tips for reallocating marketing budgets to focus on high-impact digital strategies
  • And more!

Resources: 

Connect with Matt Halloran:

Connect with Jeremy Houser:

About Our Guest:

Matt Halloran is a co-founder of ProudMouth, the world’s leading influence accelerator for financial advisors. An in-demand speaker, he’s appeared on over 1,000 podcasts. As well, Matt is the host of ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of “The Social Media Handbook for Financial Advisors,” the first social media book for financial services.

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

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

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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: 

Connect with Jeremy Houser:

 

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

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How To 10X Your Success (Ep. 51)

How To 10X Your Success (Ep. 51)

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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.

 

Resources: 

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

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FEATURE
12. My Backbone For Success with Christina Houser

12. My Backbone For Success with Christina Houser

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The true meaning of success is being able to share goals and achievements with someone you love.

In this episode, Jeremy Houser brings on his wife Christina Houser, to take a deep dive into their strong relationship, how they prioritize supporting each other for the success of their family and relationship and the sacrifices they have faced to maintain a strong and healthy family. Jeremy shares his true love and appreciation for Christina and everything she does for the success of their son and relationship. 

Jeremy and Christina discuss: 

  • Their beautiful love story and family beginnings 
  • Sacrifices and strategies of support that have prospered their family
  • The importance of setting personal and family goals for a successful marriage
  • What the future holds for the Houser’s
  • And more

Connect With Jeremy Houser:

 

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