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

Financial advice isn’t just about the numbers. It’s about understanding the people behind them.

In this episode, Jeremy Houser sits down with Ashley Quamme, LMFT, FBS®, CFT™, founder of Beyond the Plan®, to explore the emotional and behavioral aspects of financial advising. They explore how financial professionals can use emotional intelligence to build stronger relationships with clients, improve decision-making, and enhance trust. Ashley shares insights from her therapy background and practical strategies for virtual and in-person advisory work.

Ashley and Jeremy discuss:

The importance of collaborative language in client conversations and why it matters
The shift from therapy to financial services and the valuable crossover of skills
How body language and facial cues play a vital role in virtual meetings
Strategies for financial advisors to enhance trust with high-net-worth clients, even in online settings
The role of a Financial Behavior Officer in advisory practices and how it transforms client relationships
And more!

Resources:

Mastering Sales: Avoid Bad Habits and Remove Pressure with Marc Lamson (Ep. 87)

Connect With Ashley Quamme:

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:

Ashley Quamme, LMFT, FBS®, CFT™, is the Owner of Beyond the Plan®, a consulting practice that partners with firms to integrate financial psychology into their practice. In addition to her work with advisory firms, she is a speaker and host of Planning & Beyond™, a podcast where she explores the intersection of financial planning and human understanding, bringing practical strategies and insights to advisors and financial professionals.

Recent episodes

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

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

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.