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 97: Leading with Data: Elevating Team Potential with Kellie Fern

Leaders often think they understand themselves and their teams, but research shows otherwise. Self-awareness and communication are frequently overlooked, even though they’re the foundation of building effective organizations.

In this episode, Jeremy Houser welcomes Kellie Fern, Director of Business Operations and Development at The Predictive Group, to discuss how the Predictive Index and behavioral data help leaders design stronger teams, improve communication, and align people strategies with business goals.

They explore when businesses should use these tools, how talent optimization works, and why culture and communication matter more than ever.

Kellie discusses:

How the Predictive Index helps uncover self-awareness and behavioral drivers within a workplace
Why many leaders overestimate their self-awareness and the importance of recognizing blind spots
How behavioral data can be used to design complementary and diverse teams that fill performance gaps
When organizations should introduce these tools, whether during crisis points or proactive growth phases
How talent optimization aligns people with strategy to improve communication, engagement, and culture
And more!

Resources:

Connect With Kellie Fern:

Connect with Jeremy Houser:

About Our Guest:

Kellie Fern is the Director of Business Operations and Development at The Predictive Group. She joined the Predictive Group in 2016 after graduating from Arizona State University with an emphasis in Business Management. During her first 2 ½ years in the business, she was a part of the Shared Services team and was able to support and consult with clients on all their business needs.

Life then brought her to Dallas, TX where she worked within a hospitality technology company in a sales enablement and learning development role. She was able to globally train and develop all the incoming and current sales reps within the business. During her time there, she was able to utilize PI and fell back in love with the value the tool can bring to organizations.

She found that her passion with PI was something she wanted to pursue on a more permanent basis and she is excited to continue to share the value human analytic tools can bring to all organizations.

Disclosure: 4800785 – 1025

Recent episodes

Episode 96: Getting Your Ducks in a Row: Scott Leonardi on Retirement & Change

Episode 95: Redefining Index Design and Value Creation with Alan Grissom

Episode 94: Business Lessons from the Boat: Culture, Standards, and the Value of Experience

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

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

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.