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.
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 105: Building a One-of-a-Kind Advisory Firm That Can Scale with Mike Milligan, CFP®
Most advisory firms look similar on the surface, yet growth often stalls when everything is built around one person or a single approach.
What happens when you intentionally step away from one-size-fits-all thinking and design a firm around individuality, adaptability, and long-term vision?
In this episode, Jeremy Houser welcomes back Mike Milligan, CFP®, Founder of 1.oak Financial, to talk about his firm’s rebrand and the thinking behind it. He shares why scalability required a shift away from personality-driven branding, how client-centered planning became the foundation, and what advisors need to rethink as they prepare for the future of the industry.
Key takeaways:
- Why personal brands can limit growth when a firm is designed to scale beyond one individual
- How one-size-fits-all planning models often overlook client stories and individual goals
- The role listening plays in converting prospects into long-term clients
- Why creativity and partnerships matter more than repeating old solutions
- Some tips on how to run a virtual practice across the country
- How advisors can plug into training platforms to grow faster
- And more!
Resources:
Connect with Mike Milligan:
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:
Mike Milligan is the founder of 1.oak Financial. Mike’s interest in business and money started early. At age 11, he helped his grandmother count her cash each day after work, acting as her informal “CFO” since she did not use a bank. Watching her build a small collard sandwich business later in life shaped his entrepreneurial mindset and respect for purpose-driven work.
That experience influenced Mike’s approach to financial planning, learning to value every dollar and connect money to intention. Over more than 25 years in financial services, he has worked with individuals, advisors, banks, and independent firms, gaining perspective before founding his own firm nearly a decade ago.
A lifelong learner, Mike holds his CFP® certification and is licensed in life and health insurance. His professional focus is building a client-first financial planning firm rooted in purpose and thoughtful decision-making. Outside of work, he values family life as a husband, father, grandfather, and proud dog owner.
Disclosure #: 5098837 – 0126
Recent episodes
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.
2018
2020
2021
2019
2022
2023
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.
Sarah Knowles
Business Developer
sarah.knowles@simplicitygroup.com
713.808.8505
Dave Ray
Life Advisor Development Consultant
dave.ray@simplicitygroup.com
713.808.8542
Felicia Turner
Annuity Case Manager
felicia.turner@simplicitygroup.com
713-808-8573
Maria Thibodeaux
Life Case Manager
maria.thibodeaux@simplicitygroup.com
713-808-8523
Learn more about how AMP can change your business trajectory, schedule a call with Jeremy or complete the form to request an introduction kit.
Join today to experience the camaraderie of this exclusive advisor network.
