Advisor Mentorship Program

from Simplicity InsurMark

AMP Podcast2025-02-20T02:09:11+00:00

Advisor Mentorship Podcast

Proven Systems & Processes for the 21st Century Advisor

901, 2025
Episode 79: Proven Habits and Social Media Strategies for Growth

Growth is not just about working harder; it’s about working smarter with a clear vision and the right systems in place. In this episode, Jeremy Houser kicks off 2025 by sharing essential strategies for business growth and efficiency. From embracing new habits to leveraging social media, he breaks down how advisors can refine their processes, elevate their presence, and achieve sustainable success.

1012, 2024
Episode 77: How to 10x: Transforming Advisors Into CEOs

In this episode, Jeremy Houser shares strategies for financial advisors to transition from daily operations to strategic leadership. He highlights the importance of delegation, embracing a digital presence, and building high-performing teams to amplify business impact.

2411, 2024
Episode 75: Roadmap for Success With Tony Sifuentes

In this episode, Jeremy Houser connects with Tony Sifuentes, the VP Advisor Development Consultant at Simplicity InsurMark, who brings over two decades of experience in the financial services industry. 

1510, 2024
Episode 73: From Solo Advisor To CEO With Michael Ginsberg, CFP, JD

In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Michael Ginsberg, founder of Ginsberg Financial Strategies, who shares his remarkable journey from being a solo advisor to building a thriving team, highlighting the dramatic impact it's had on his business and personal life.

2009, 2024
Episode 71: Running 100 Miles in One Month!

Many believe that setting lofty goals amidst a busy life is a recipe for failure. But in the case of Jeremy Houser, he’s proved it’s not only possible, but can also be immensely rewarding.

907, 2024
Episode 66: Are You Ready for the Truth With Jason Jenkins

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.

2506, 2024
Episode 65: Lessons Learned From a Top Advisors Team

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.

2105, 2024
Episode 63: Navigating Value in Dynamic Markets With Robert Shiller, Jeremy Siegel, and Tom Haines

This week, host Jeremy Houser is joined by a dynamic team of academics, consisting of Nobel Prize-winning economist Professor Robert Shiller, acclaimed author and economist Professor Jeremy Siegel, and Executive Vice President of Annexus Group, Tom Haines. Together they share unparalleled insights into the economic forecasts, the power of narratives in financial markets, and the crucial role of technology and differentiation for advisors in today's competitive landscape.

1604, 2024
Episode 61: Building an Effective Succession Plan with Colleen Bowler

Join us on the latest installment of the Advisor Mentorship Podcast as Jeremy Houser and special guest Ricky Kalmon delve into the world of mindset mastery. Explore the essential traits of successful sales leaders in 2024 and the importance of differentiation in the advisor space. Discover how mastering your mindset and overcoming limiting beliefs can pave the way for unparalleled success.

204, 2024
Episode 60: Mastering Your Mindset with Ricky Kalmon

Join us on the latest installment of the Advisor Mentorship Podcast as Jeremy Houser and special guest Ricky Kalmon delve into the world of mindset mastery. Explore the essential traits of successful sales leaders in 2024 and the importance of differentiation in the advisor space. Discover how mastering your mindset and overcoming limiting beliefs can pave the way for unparalleled success.

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