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 84: Scaling Wealth Practices Through Systems with Terry Wheeler

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.

Recent episodes

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

Episode 82: Strategic Growth Amid Market Volatility with Tom Rozman

Episode 81: Tom Haines: Forecasting the Future of Fixed Index Annuities

Episode 80: Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025

Episode 79: Proven Habits and Social Media Strategies for Growth

Episode 78: The Future of Advisor Marketing with Matt Halloran

Episode 77: How to 10x: Transforming Advisors Into CEOs

Episode 76: Elevating Financial Advisory Through Joy and Purpose with Larry Sprung

Episode 75: Roadmap for Success With Tony Sifuentes

Episode 74: Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA

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.