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 77: How to 10x: Transforming Advisors Into CEOs
How can advisors elevate their practice from transactional interactions to becoming true CEOs of their business?
In this episode, Jeremy Houser shares strategies for financial advisors to transition from daily operations to strategic leadership. He highlights the importance of delegation, embracing a digital presence, and building high-performing teams to amplify business impact.
From leveraging habits to refining processes, this episode provides actionable insights for sustainable growth.
Jeremy discusses:
- The shift in mindset required for advisors to think and act as CEOs, focusing on leadership and delegation
- The integration of digital tools and branding to establish a stronger market presence and client engagement
- The role of teams in handling client communication, administrative tasks, and follow-ups, allowing advisors to focus on high-value activities
- Practical habits and routines for advisors to optimize productivity and maintain a growth mindset
- The importance of tailored processes and systems to streamline business operations and drive client conversions
- And more!
Connect with Jeremy Houser:
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.
Felicia Turner
Annuity Case Manager
felicia.turner@simplicitygroup.com
713-808-8573
Elliot Huddle
Annuity Advisor Development Consultant
elliot.huddle@simplicitygroup.com
713.808.8508
Dave Ray
Life Advisor Development Consultant
dave.ray@simplicitygroup.com
713.808.8542
Maria Thibodeaux
Life Case Manager
maria.thibodeaux@simplicitygroup.com
713-808-8523
Sarah Knowles
Business Developer
sarah.knowles@simplicitygroup.com
713.808.8505
Ray Cole
Business Developer
ray.cole@simplicitygroup.com
713-808-8530
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.
