Discover innovative strategies in financial advising with insights from Jeremy Houser, AMP host and Vice President of InsurMark, as he engages in a thought-provoking conversation with Tom Haines, EVP of Capital Markets & Index Solution at Annexus. With a background that includes a significant tenure at UBS in New York City, Tom brings a wealth of knowledge to the table, particularly in index annuities and selecting indexes.
Discover innovative strategies in financial advising with insights from Jeremy Houser, AMP host and Vice President of InsurMark, as he engages in a thought-provoking conversation with Tom Haines, EVP of Capital Markets & Index Solution at Annexus. With a background that includes a significant tenure at UBS in New York City, Tom brings a wealth of knowledge to the table, particularly in index annuities and selecting indexes.
There are new ways to help yourself stand out in the growing landscape of financial advisors. Uncover the secrets with Jeremy Houser, Vice President of InsurMark, in a captivating episode of the Advisor Mentorship Podcast. He explores the essential strategies for advisors to stand out in an increasingly competitive market. Jeremy emphasizes enhancing performance, fostering sustainable business models, and achieving a satisfying work-life balance.
Join us on an impactful journey with Jeremy Houser, Vice President of InsurMark, as he shares some secrets of Advisor Mentorship Program (AMP). Launched in 2018, AMP has united financial advisors across the U.S. into a thriving community. This episode dives into how AMP reshapes advisors from traditional product sellers to forward-thinking entrepreneurs.
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.
The Advisor Mentorship Podcast has reached a new milestone! 50 Episodes! Milestone episodes deserve milestone guests, which is why this week, Jeremy Houser welcomes Rob Harvey, CFA, Co-Head of Product Specialists and Vice President at Dimensional Fund Advisors.
In this episode, Jeremy Houser, Vice President at InsurMark discusses the growth potential of the fixed index annuity industry, and the importance of mindset and confidence in achieving success. He shares personal experiences and emphasizes the need to find your unique superpower and have the right team in place.
With the expansion of InsurMark within the Simplicity family and the transition of leadership from Steve Kerns to Jeff Maxey, there have been a number of changes happening to our team that have expanded our insights and learning practices. In this episode, Jeremy Houser details the progression of InsurMark up to date including key financial advice from Shaquille O’Neil that everyone should keep in mind.
In this episode, Jeremy Houser is joined by Bruce Donaldson, CEO and President of Simplicity Group. They discuss the importance of advisors, creating a positive work culture, differentiating themselves, and achieving work-life balance. Donaldson shares his personal experience with retirement planning and how it inspired him to create a company that better serves its clients.
This week’s topic: The Power of Differentiation: How Advisors Can Set Themselves Apart from the Crowd with Jeff Maxey