Advisor Mentorship Podcast

As advisors wrap up 2025 and look ahead to 2026, many are rethinking how their practices operate day to day. Growth goals often stall when execution cannot keep pace with changing expectations, especially around digital visibility and team capacity. In this episode, Jeremy Houser explains how advisors are preparing for 2026 by putting structured systems in place rather than relying on last-minute effort. He shares how AMP ASSIST and AMP Premium help advisors and their teams handle content creation, editing, and posting in-house, allowing digital marketing to become part of the business instead of a side task. Jeremy also outlines why omnichannel marketing is emerging as a key focus going into 2026, how platforms like LinkedIn, Instagram, and YouTube fit into long-term planning, and how training staff with repeatable processes reduces friction as offices scale.  Key takeaways: The main opportunities for advisors in 2026 as we reflect on 2025 How AMP Premium turns raw advisor videos into finished social media content without added cost Why omnichannel marketing supports revenue growth rather than relying on one outlet How staff members are trained to manage content, podcasts, and posting workflows The role of AI tools in creating one-pagers, playbooks, and reusable video snippets to run your business more efficiently Why digital presence is becoming central to advisor relevance with future generations during the great wealth transfer Our 5 Must Read Books for 2026 to train your mindset for scale And more! Connect with Jeremy Houser: jeremy.houser@simplicitygroup.com 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP Disclosure #: 5032123 – 1225

Markets can shift quickly, and understanding the tools behind index design can help you guide clients with more clarity. How do you sort through complex crediting strategies, and what can index ratings reveal about long-term performance potential? In this episode, Jeremy Houser speaks with Laurence Black, Founder of The Index Standard®, about how his team evaluates index construction, why volatility control remains important, and how advisors can use clearer forecasting to support client conversations. He explains how metal ratings are assigned, what drives intraday volatility control, and why diversification protects clients as trends shift. Laurence also talks about forecasting methods, expected returns across regions, and the role that transparency plays in product due diligence.  Key takeaways: Poor performance from some of these indexes explained How index ratings are built using 35 metrics and grouped by peer category Why excess return structures act differently in the current rate environment How volatility control works as an early warning mechanism Why diversified allocations help offset recency bias How The Index Standard® is expanding tools for FIA and IUL due diligence And more! Connect With Laurence Black: LinkedIn: Laurence Black Website: The Index Standard 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: Laurence Black is the founder of The Index Standard® and an index advisor to Robert J. Shiller, Sterling Professor Emeritus of Economics at Yale University. Before founding The Index Standard®, Laurence was Managing Director and Head of Quantitative Indices and Strategies at Barclays, where he oversaw the development of the Barclays index family. In addition to designing some of the first smart beta/factor indices, Laurence spearheaded Barclays’ index partnerships with Professors Robert Shiller and Nouriel Roubini, as well as Novus Partners. Before Barclays, Laurence was Head of Indices at ABN AMRO in London, where he successfully launched indices with well-known investors such as Jim Rogers and Joel Greenblatt. Before ABN AMRO, Laurence worked at Lehman Brothers, Deutsche Bank, and Credit Suisse. Laurence holds an MBA from the University of Warwick and a Bachelor’s degree from the University of Cape Town. When not thinking about financial matters, he can mostly be found on a tennis court. Disclosure #: 4998452 – 1225

What happens when traditional financial planning falls short for families caring for loved ones with disabilities? How do you create a comprehensive plan that addresses not just money, but government benefits, legal structures, and quality of life for someone who will need support forever? In this episode, Jeremy Houser interviews Mary Anne Ehlert, CEO and Founder of Protected Tomorrows, about her personal journey caring for her sister with cerebral palsy and building a specialized practice serving Americans with disabilities.  Mary Anne shares her eight-step planning process, why most advisors overlook this demographic, and how the SECURE Act transformed planning strategies for these families. Key points: The childhood experiences that shaped Mary Anne’s lifelong path to helping families with disabilities The emotional and logistical burdens families face when children or adults require long-term care Why parents must plan for themselves before planning for their child How Protected Tomorrows blends financial planning with social support and community building The eight-step planning process that gives families clarity, structure, and direction And more! Connect With Mary Anne Ehlert: LinkedIn: Mary Anne Ehlert Website: Protected Tomorrows 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: Mary Anne Ehlert is a nationally recognized expert in special needs planning. As a Partner of Simplicity Group and Founder of Protected Tomorrows, a Simplicity Group commitment, she leads the organization in providing advocacy, education, and planning support to families with loved ones who have disabilities. Mary Anne founded Protected Tomorrows more than 35 years ago after her family’s personal journey with special needs planning for her sister Marcia’s future revealed a lack of available resources. She has since dedicated her life to building those resources for others. Prior to founding the company, Mary Anne spent over two decades in corporate financial services. Today, she speaks at national conferences, hosts educational webinars, and leads virtual training programs for families and caregivers of people with special needs and disabilities. Mary Anne has served on the boards of several disability-focused organizations, including the National Disability Institute, Special Olympics Illinois, a SEDOL Foundation and Gateway to Learning. She currently serves on the boards of the Special Olympics Illinois Foundation, Cornelia de Lange Syndrome Foundation, Integrative Touch, and the Tails for Life Advisory Board. Mary Anne resides in Barrington, Illinois with her life partner and her three pups. She is a proud mother of three stepsons, one who lives independently and shares his life experiences with his peers with disabilities. Disclosure #: 4998432 – 1125

A hundred episodes, three kids, and one unstoppable partnership. In this special milestone of the Advisor Mentorship Podcast, Jeremy Houser is joined by his favorite guest, his wife, Christina Houser, for a conversation about growth, family, and what it really means to build a life together. Married since 2017, Christina and Jeremy open up about the lessons they’ve learned throughout parenthood, business, and marriage, proving that blending family and career can be a source of strength.  Jeremy and Christina explore: The mindset shifts that come with raising children and running a business together Why planning and habit changes are key to growth and success How “buying back your time” can help families focus on what truly matters The importance of communication and listening in marriage and business Their shared belief that family life and entrepreneurship can strengthen one another And more! Resources:  Episode 12: My Backbone For Success with Christina Houser Connect With Christina Houser: LinkedIn: Christina Houser Connect with Jeremy Houser: jeremy.houser@simplicitygroup.com  713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP Disclosure #: 4933432 – 1125

Most advisors understand that taxes impact every financial decision, yet few make tax planning part of their process.  Steven Jarvis, CPA, is on a mission to change that by helping advisors build confidence, stay compliant, and add real value through intentional tax conversations. In this episode, Jeremy Houser talks with Steven Jarvis, Founder of Retirement Tax Services, about how to make tax planning approachable and actionable. Steven shares his journey from CPA to educator, explains how collaboration between advisors and tax professionals enhances client relationships, and highlights the importance of continuous learning and accountability. Key Takeaways: How Retirement Tax Services partners exclusively with financial advisors to make tax planning an integrated, repeatable part of client service The importance of recognizing that every financial decision has a tax impact and why ignoring it can harm clients How to use the 37-Point Checklist to confidently review client tax returns and identify planning opportunities The purpose behind The Summit, a hands-on event for advisors to learn from peers and turn ideas into action Why growth happens when advisors lean into discomfort, stay accountable, and commit to lifelong learning And more! Resources: The Summit 2026 Get Your Updated and Revised 37 Point Checklist for 2026 Connect With Steven Jarvis: LinkedIn: Steven Jarvis Website: Retirement Tax Services 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: Steven Jarvis, CPA, is the CEO and Head CPA at Retirement Tax Services, a tax firm focused on working with financial advisors. With more than a decade of experience in the accounting profession and a background in teaching, Steven recognized that most traditional CPA firms focus narrowly on tax return preparation, a model that leaves many clients exposed to unnecessary tax burdens and many advisors without the tools to address them. He offers advisors access to systems, training and partnerships that keep them in the driver’s seat while integrating tax awareness into client conversations. Disclosure #: 4889675 – 1025

Change challenges every leader, but it also shapes character, culture, and legacy. How do you lead when everything around you is shifting? How do you build a culture that lasts beyond your own leadership? In this episode, Jeremy Houser talks with Steve Kerns, Founder of InsurMark and Executive Vice President of Business Relationships at Simplicity, about embracing change, leading with humility, and building culture through servant leadership.  Steve shares insights from his four decades as an entrepreneur and reflects on how valuing people above all else creates meaningful growth that stands the test of time. Key Takeaways: How change has defined Steve’s leadership journey and why adaptability is essential for personal and professional growth The lessons from Who Moved My Cheese? and how to embrace constant change with optimism and courage The foundations of InsurMark’s culture, rooted in values, service, and putting people before profit The story behind InsurMark’s Family Reunion and Founder’s Club traditions and their role in building community And more! Resources:  Who Moved My Cheese? by Spencer Johnson Connect With Stephen Kerns: LinkedIn: Steve Kerns 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: Stephen Kerns is the Executive Vice President of Business Relationships at Simplicity Group. He founded InsurMark in 1983 and led the company for nearly four decades, shaping it into one of the industry’s leading distribution firms for insurance and financial products. Known for his commitment to servant leadership and culture building, Steve continues to mentor financial professionals and executives across Simplicity’s growing network. Disclosure: 4850258 – 1025

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:  First, Break All the Rules: What the World’s Greatest Managers Do Differently by Marcus Buckingham & Curt Coffman Ted Talk: Increase your self-awareness with one simple fix | Tasha Eurich Connect With Kellie Fern: LinkedIn: Kellie Fern Website: The Predictive Group 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: 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

Change can feel uncomfortable, but it often opens the door to growth. How do you adapt your business, embrace new tools, and still stay true to building strong client relationships? How do you bring awareness to crucial issues like long-term care while running a thriving practice? In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Scott Leonardi, Founder and President of Complete Solutions, to talk about embracing change, building a recognizable brand, and helping clients prepare for the financial challenges of retirement. Scott shares how he’s grown his business, the role of long-term care planning, and his unique way of framing retirement as “The Great Adventure.” Key points: The story behind Scott’s “ducks in a row” branding and how it builds awareness Why embracing change, from logos to technology, has fueled a 40% business growth How hiring staff and building a “not-to-do” list shifted his focus to revenue-generating activities Why asset-based long-term care solutions are essential for protecting both wealth and families How Scott reframes retirement as “The Great Adventure” and equips clients with guidebooks to prepare And more! Resources:  Great Adventure Guidebook – Complete Solutions Inc. Connect With Scott Leonardi: LinkedIn: Scott Leonardi Website: Complete Solutions, Inc. 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: Scott Leonardi is the President and Owner of Complete Solutions and a Certified Financial Fiduciary who has dedicated his career to educating individuals about retirement. For over 25 years, he has helped pre-retirees get their ducks in a row by focusing on key areas such as making the money they’ve worked their whole lives to obtain work for them in retirement, maximizing Social Security benefits through tailored claiming strategies, and finding medical or prescription coverage that fits their unique needs and budget.

Innovation in indexing is reshaping the way advisors deliver value to clients. What happens when you blend insurance insight with market index design? How can efficiency and transparency create stronger outcomes for clients and advisors alike? In this episode, Jeremy Houser speaks with Alan Grissom, CEO of 12 South Capital and founding partner of Brooklyn Investment Group, about his journey from building annuity products to designing disruptive indices like the 500 IQ. He shares how his approach to index design is helping advisors align expectations, manage volatility, and unlock meaningful value in fixed index annuities. Alan discusses: His career path from AIG to leading the S&P index business for insurance and founding Brooklyn Investment Group The design of the 500 IQ index and how it delivers transparency, efficiency, and stronger outcomes for clients Why many volatility-controlled indices underperform and the importance of intraday pricing How interest rate environments impact fixed index annuities and advisor expectations The future of disruptive index design and upcoming innovations from 12 South Capital And more Resources:  White Paper: IQ Intraday Vol Control Connect With Alan Grissom: LinkedIn: Alan Grissom Website: 12 South Capital 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: Alan Grissom is the CEO of 12 South Capital, an independent firm focused on creating index-based investment strategies for financial products, and a founding stage partner with the direct indexing firm, The Brooklyn Investment Group. Prior to founding 12 South Capital in 2022, Alan spent the previous 12 years with S&P Dow Jones Indices, culminating as the Head of Business North America and the Global Head of Insurance with a remit covering over $15 Trillion of assets. Before joining S&P Dow Jones Indices, Alan held several positions within AIG, including head of annuity products, and was instrumental in establishing the Independent Distribution Channel for life and annuity sales in the US. Alan has a master’s degree from Vanderbilt University’s Owen School of Management and a bachelor’s degree from The University of Alabama, where he is a member of the Board of Visitors for the Culverhouse College of Business. 4755305 – 0825

Sometimes it takes stepping away to see your life and business with fresh eyes. In this episode, Jeremy Houser shares reflections from a cruise through Europe, his first time abroad without the kids, where business and pleasure blended through unforgettable experiences.  From cultural observations to fireside chats with industry icons, Jeremy explores how leadership, family, and elevated standards shape successful advisors and thriving firms. Jeremy discusses: The value of reconnecting with his spouse during a nine-day, kid-free European cruise that blended business and pleasure How meeting and traveling with successful advisors highlighted shared standards, culture, and leadership styles Key insights from conversations with Jeremy Siegel and Robert Shiller on the economy, Bitcoin, and business mindset Why culture isn’t just about talk, it’s built through actions, expectations, and how you lead your team and clients The personal and professional benefits of stepping away to gain perspective, observe global differences, and reset your standards And more! Connect with Jeremy Houser: jeremy.houser@simplicitygroup.com 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP

What began as a clunky Excel-based solution has transformed into a tool used by thousands of advisors to help clients make informed financial decisions with clarity and precision. In this episode, Jeremy Houser sits down with Steve Goldstein, CFP®, ChFC®, Founder of Thomas Gold Solutions, to explore how Retirement Analyzer has evolved over 15 years into a highly detailed yet accessible financial planning software.  They discuss how user feedback, thoughtful development, and a focus on simplicity help advisors deliver more confident and customized client experiences. Steve discusses: How Retirement Analyzer developed from a vague spreadsheet tool into a detailed, client-focused software solution The importance of simplifying financial concepts for clients while giving advisors full control over plan depth How new features like client portals and docu trackers foster stronger advisor-client collaboration The role of community feedback in shaping ongoing updates, features, and training opportunities Why focusing on planning outcomes, not products, creates longer-lasting client relationships And more! Connect With Steve Goldstein: Thomas Gold Solutions Retirement Analyzer software steve@thomasgold.com 800-854-6621 x 102 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: Steve, a graduate of Drexel University in Philadelphia, resides in Western Pennsylvania. He began his career in the financial industry 1983, where he worked on Wall Street for 22 years trading stock and index options in New York, Philadelphia, and Chicago. Steve was a Partner at Liberty Capital Group through the late 1990s and a Senior Vice President of Sales and Marketing of a large FMO from 2008 to 2010.  In 2010, Steve teamed with partner Brooke Thomas to purchase Cravens & Associates and form Thomas Gold Solutions. His experience as an advisor is an asset when creating software solutions that help advisors and clients understand the value of the financial planning process. Steve and Brooke work continuously to keep the Retirement Analyzer software cutting edge with updates and new functionality. Steve holds his CFP® and ChFC® designations.

From launching a retail annuity business to becoming the leading annuity distributor, Athene’s journey is a masterclass in growth and adaptability. This week, Jeremy Houser sits down with Rod Mims, EVP and Head of Retail at Athene USA, to explore the strategies and pivotal decisions that fueled their rapid ascent. This episode pulls back the curtain on technology breakthroughs, the power of people and culture, and the “silver tsunami” driving unprecedented annuity demand. They also dive into what it truly takes to sustain growth while delivering meaningful value to clients and partners. Rod discusses: The founding story of Athene’s retail business and lessons from scaling up from $10 billion to $36 billion in annual premium The role of technology, especially moving from paper applications to 90% electronic processing and piloting paperless carrier-to-carrier transfers The importance of building strong strategic partnerships and maintaining operational efficiency to support exponential growth The impact of demographic shifts, interest rates, and volatility on the future of the fixed index annuity industry How Athene fosters a high-retention, engaged culture through communication, leadership training, and employee feedback And more! Connect With Rod Mims LinkedIn: Rod Mims Website: Athene 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: Rod Mims serves as the Executive Vice President and Head of Retail Sales at Athene USA. In his role, he is responsible for overseeing Athene’s retail annuity business and driving continued growth through the development of strong partnerships. Mr. Mims joined Athene in 2011 and served as Senior Vice President and National Sales Manager until he assumed his current role, bringing extensive institutional experience and strategic initiative to continue the successful execution of the organization’s growth plans. Prior to joining Athene, he was the National Sales Manager for Genworth Financial, with responsibility spanning its bank, wirehouse, and independent broker-dealer channels. Mr. Mims received his Bachelor of Science in Business Administration, accompanied by a degree in Marketing and Supply Chain Management. He graduated from the GE Management Development Institute- Crotonville and completed Executive Education from the University of Virginia Darden School of Business. About Athene: Athene is a leading retirement services company that specializes in helping its customers retire with confidence and is a solutions provider to institutions. As a company, Athene is driven to do more and is never satisfied with the status quo. Athene strives to create innovative financial solutions and has a strong team to serve our policyholders and our communities.

Growth in financial advising demands a balance between serving current clients effectively and exploring transformative strategies for business development. This week, Jeremy Houser engages Duncan MacPherson, founder and CEO of Pareto Systems, to uncover principles for scaling a financial advisory practice while enhancing client relationships. From mastering practice management to leveraging technology like AI, Duncan provides actionable insights to redefine value and elevate advisory practices. Duncan discusses: Strategies to strengthen client advocacy by focusing on existing relationships The evolution from organic growth to scalable, team-oriented practices The significance of creating structured processes to enhance business efficiency The importance of balancing emotional intelligence with technological advancements Steps for crafting a robust exit strategy that maximizes business value and legacy And more! Resources:  Die With Zero by Bill Perkins Pareto Systems Whitepaper: AI for the Financial Advisor Connect With Duncan MacPherson: LinkedIn: Duncan MacPherson Pareto Systems 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: Driven by a deep passion for unlocking potential, Duncan MacPherson steers Pareto Systems in his role as CEO. Together with financial professionals and visionary firms, he is committed to designing businesses that achieve both profitability and purpose. Duncan, alongside his team, leverages the unique ‘The Blue Square Method’ – a methodology inspired by best practices – to guide professionals toward discovering their ‘Blue Square.’ This represents the ideal state where their business activities are in perfect harmony with their passion and purpose. As a speaker in high demand, he travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the Financial Services industry. His expertise in demystifying business development and marketing in the financial world has universal appeal, from the high-level advisor to the successful wholesaler, to corporate financial institutions. His primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.

Growth is possible, even in a slower market, when advisors focus on what matters most. In this episode, Jeremy Houser checks in with listeners on personal and professional wins while sharing how his team continues to outperform the broader industry. He breaks down the tools, training, and strategies that have helped advisors thrive in 2025 and beyond, even as the market cools. Jeremy discusses: How his team achieved 15% growth year-over-year despite the fixed indexed annuity market declining 5% in Q1 The critical role of advisor trainings, masterminds, and personal development resources like book lists and mindset work Leveraging technology and AI tools for efficient marketing, faster client communication, and content creation, including replacing costly agencies The value of delegation in building strong advisor teams, including examples of growing from solo shops to teams of 19+ How consistency in content, authenticity, and strategic use of social media drive trust, visibility, and client engagement And more! Connect with Jeremy Houser: jeremy.houser@simplicitygroup.com 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP

Financial advising can extend far beyond numbers—it’s about building trust, adapting strategies, and planning for a meaningful legacy. In this episode, Jeremy Houser speaks with Mark Taylan, CRPC, Founder and Managing Director at Advisors360 LLC, about his journey in blending real estate expertise with financial planning to create a client-focused legacy. They discuss Mark’s unique approach to integrating personal values and long-term vision into his practice while training the next generation of advisors. Mark discusses: Building trust and connection with clients by crafting a compelling founder story The role of real estate as a significant asset in shaping financial strategies The importance of planning for legacy and training the next generation of advisors How focusing on growth-oriented planning reshaped his independent practice and helped his mindset to scale The impact of joining Advisor Mentorship Program to his business The value of using workshops and a podcast to connect with and educate clients And more! Connect With Mark Taylan: LinkedIn: Mark Taylan Website: Advisors360 Beyond the Dollar Signs: Financial Clarity Podcast  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: Mark Taylan has a 22+ year track record of guiding clients through some of the most challenging financial markets. His extensive experience with traditional Wall Street firms, big banks, and independent brokerage firms has been instrumental in identifying the best solutions for his clients. Through this journey, he has learned that no single investment firm or strategy is consistently superior to the others. Over his many years as a financial advisor, Mark has faced real-life challenges, including helping clients transition through different phases of their lives, navigating personal tragedies, and celebrating achievements. He considers it a privilege to have walked alongside many clients to the end of their lives and to continue their legacies with their loved ones.

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: LinkedIn: Ashley Quamme Podcast: Planning & Beyond  Instagram: @beyondthefp Website: Beyond the Plan® 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.

What’s the number one habit salespeople should avoid? Join Jeremy Houser on the Advisor Mentorship Podcast, where he engages with special guest Marc Lamson, President of ASLAN, to dive into the essentials of other-centered selling. Nail down the habits that may be holding you back and discover how beliefs can drive behaviors in impactful ways. Learn strategies to remove pressure, boost your confidence, and truly validate your customer’s perspective. This episode gives insights that stand to transform your sales approach, with actionable advice for today’s fast-paced and tech-driven sales world. Jeremy and Marc discuss: The significance of other-centered selling Key traits that make a successful salesperson Driving desire and productivity in sales organizations Setting standards and defining your unique sales proposition The detrimental effects of responding too quickly Why beliefs drive behaviors and how this impacts sales And more! Resources: The Breakthrough Advisor Podcast: An Advisor-Friendly Approach to More Successful Selling with Marc Lamson (Ep. 45) EP 86: Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors Connect With Marc Lamson: LinkedIn: Marc Lamson Website: ASLAN Training Connect with Jeremy Houser: jeremy.houser@simplicitygroup.com 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP

The financial advisory business is on the cusp of a massive transformation!  Is your firm ready to catch the wave of the Silver Tsunami? Are you prepared to engage with the next generation of clients who communicate and consume information very differently? In this episode, Jeremy Houser discusses the challenges and opportunities facing financial advisors in 2025. He emphasizes the importance of adapting to new technologies and communication methods to connect with both current and future clients.  Additionally, Jeremy shares data and strategies on client engagement, tech implementation, and the necessity of connecting with the younger generation to sustain and grow advisory firms. Jeremy highlights: The “Silver Tsunami” and its effect on advisory practices Technology preferences: Gen Xers vs. Baby Boomers The “Great Wealth Transfer” and its ramifications for future services Innovative strategies to engage clients’ children for generational loyalty Strategies separating high-growth vs low-growth financial firms The crucial role of social media in reaching younger generations And more! Resources:  Check out: Authority Positioning Coach here! EP 79: Proven Habits and Social Media Strategies For Growth Connect with Jeremy Houser: jeremy.houser@simplicitygroup.com 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP

With tax laws set to change and political uncertainty shaping the economy, financial professionals must stay ahead of the curve. How can advisors prepare their clients for potential tax hikes? What does the current administration mean for financial markets and regulations? In this episode, Jeremy Houser speaks with Jeff Bush, founder of The Washington Update, about the tax landscape, political shifts in Washington, and key financial planning opportunities.  Jeff shares insights on legislative challenges, market uncertainties, and strategies advisors can use to guide their clients effectively. Jeff discusses: The background and mission of The Washington Update Challenges facing the new administration, including tax reform and tariffs The potential impact of tariff policies on the economy Strategies for advisors regarding upcoming tax changes The significance of leveraging tech, DOGE and efficiency in government And more! Connect With Jeff Bush: LinkedIn: Jeff Bush The Washington Update 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: A dynamic and insightful speaker and author, Jeff Bush is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for business owners, executives, and high-net- worth investors. The Washington Update is widely considered the financial industry’s NONPARTISAN experts on all things Washington. Founded by Andy Friedman in 2008, Jeff is now the principal of the firm. Jeff presents more than 200 times yearly in the US and abroad to a client base that includes a who’s who list of fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff frequently appears on CNBC’s Nightly Business Report, is featured in various industry publications, including Investment News, ThinkAdvisor, Wealth Management, Wealth Solutions Report, and a guest on POTUS Sirius/XM Radio. While Jeff is best known as a keynote speaker, he has shared the stage with many notables, including prior Chairman and Vice Chairman of the Federal Reserve, Ben Bernanke and Stanley Fischer, Ron Insana, a reporter for Market Score Board and former Senior CNBC Analyst, Consuelo Mack, host of Wealth Track, Jeffrey Applegate, CIO for Morgan Stanley, Robert Reynolds President and CEO of Putnam Investments, and John Theil, former Vice Chairman of Global Wealth Management at Bank of America. Jeff is a 30+ year veteran of the financial industry. By the end of his career on Wall Street, he managed a $50+ billion sales organization. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial. Jeff holds a bachelor’s degree in Business Administration/Management with an emphasis in Accounting, Computers, and Philosophy from William Jewell College. Jeff’s dedication, forward-thinking, and strategic abilities have resulted in performance records, industry awards, and industry accolades.

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: LinkedIn: Terry Wheeler Website: WE Alliance Wealth Advisors WE Money Talk Podcast 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.