Amplify your practice.

While opportunities are greater today, the work is harder.

With Simplicity InsurMark’s Advisor Mentorship Program, you can get more out of your business and spend less time doing it.

Jeremy Houser
Vice President, Senior Advisor Development Consultant

Let’s Talk!

Amplify Your Business

AMP cuts through the noise

In today’s crowded marketplace, financial advisors must find a way to differentiate themselves from the competition … or risk getting lost in the sea of sameness. Have you carved out a clear path to the top?

Simplicity InsurMark’s Advisor Mentorship Program (AMP) is a field-tested, field-proven set of processes, tools and resources that can assist you in your professional ascent. Our team of experts will help you identify key challenges in your practice and then value engineer a plan for turning them into opportunities for achieving your unique goals. If you’re willing to put in the work, the program can lead you to new levels of success.

Stop working in your business and start working on it. When you do, you’ll discover that work-life balance is not just possible but well within your reach.

Why AMP?

Set the tempo

In conducting business planning calls with top advisors throughout the country, we found that most admitting to desiring better time management and organization. They were also looking for external accountability for turning plans made into promises kept. Along the way, the Advisor Mentorship Program provides:

Ultimately, you’ll be able to operate like larger firms…but more efficiently and effectively.

A blueprint for success

Branding best practices

Technology advantages

Point-of-sale tools

Monthly tracking calls

Process implementation tips

A dedicated, trusted team

An exclusive top-agent network

Advisor Mentorship Podcast

Proven Systems & Processes for the 21st Century Advisor

Latest episode

Episode 93: Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer

What began as a clunky Excel-based solution has transformed into a tool used by thousands of advisors to help clients make informed financial decisions with clarity and precision.

In this episode, Jeremy Houser sits down with Steve Goldstein, CFP®, ChFC®, Founder of Thomas Gold Solutions, to explore how Retirement Analyzer has evolved over 15 years into a highly detailed yet accessible financial planning software.

They discuss how user feedback, thoughtful development, and a focus on simplicity help advisors deliver more confident and customized client experiences.

Steve discusses:

How Retirement Analyzer developed from a vague spreadsheet tool into a detailed, client-focused software solution
The importance of simplifying financial concepts for clients while giving advisors full control over plan depth
How new features like client portals and docu trackers foster stronger advisor-client collaboration
The role of community feedback in shaping ongoing updates, features, and training opportunities
Why focusing on planning outcomes, not products, creates longer-lasting client relationships
And more!

Connect With Steve Goldstein:

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:

Steve, a graduate of Drexel University in Philadelphia, resides in Western Pennsylvania. He began his career in the financial industry 1983, where he worked on Wall Street for 22 years trading stock and index options in New York, Philadelphia, and Chicago. Steve was a Partner at Liberty Capital Group through the late 1990s and a Senior Vice President of Sales and Marketing of a large FMO from 2008 to 2010.

In 2010, Steve teamed with partner Brooke Thomas to purchase Cravens & Associates and form Thomas Gold Solutions. His experience as an advisor is an asset when creating software solutions that help advisors and clients understand the value of the financial planning process. Steve and Brooke work continuously to keep the Retirement Analyzer software cutting edge with updates and new functionality. Steve holds his CFP® and ChFC® designations.

Recent episodes

Episode 92: Unstoppable Ascent: Rod Mims on Athene’s Rise to the Top

Episode 91: From Practice to Enterprise: Scaling with Intention with Duncan MacPherson

Episode 90: Building Momentum Through Systems, Training, and Delegation

Episode 89: Beyond Financial Planning: Integrating Real Estate and Legacy with Mark Taylan, CRPC

Episode 88: Building Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme

Episode 87: Avoid Bad Habits and Remove Pressure with Marc Lamson

Episode 86: Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors

Episode 85: Understanding Tax Reform and Political Shifts with Jeff Bush

Episode 84: Scaling Wealth Practices Through Systems with Terry Wheeler

Episode 83: Entrepreneurial Transformation Through Delegation, Growth, and Optimizing Time

12 Next

See for yourself how AMP is changing practices and lives.

Resource Library

AMP advisors grew annuity business with Simplicity InsurMark

Reflects year over year growth in annuity business placed through Simplicity InsurMark for advisors in the AMP program for that period.

100%

2018

23%

2020

24%

2021

25%

2019

34%

2022

2023

48%

2024

Meet your AMP team

2019, 2020, and 2022 Sales Employee of the Year

2024 Top Advisor Development Consultant

2024 Senior Leadership Team Award

Jeremy Houser

Vice President, Senior Advisor Development Consultant

jeremy.houser@simplicitygroup.com
713-808-8548
713.973.5273

As a trusted consultant and advisor to the financial professionals he serves, Jeremy is committed to helping you professionalize all aspects of your practice and unlock your full potential.

In early 2018, he identified a clear gap in service and support for advisors across the nation, and built the Advisor Mentorship Program to address and close it. One of his passions within AMP is to help advisors refine their own process and attract clients instead of chasing them.

Today, this program continues to help a select group of advisors stay focused on achieving consistent growth, while adding value to their practice and developing Business Alpha through the resources available through InsurMark.