Advisor Mentorship Podcast

Advisor Mentorship Podcast


Latest Episodes

Ways to Influence in 2024 (Ep. 55)
January 23, 2024

Looking to stay ahead and on top of 2024s financial advising game? Dive into the future of financial advising with the latest episode of InsurMarks Advisor Mentorship Podcast, featuring Vice Presi

Innovation & Diligence in Index Selection with Tom Haines (Ep. 54)
January 09, 2024

Is your financial advisory strategy future-proof? Discover innovative strategies in financial advising with insights from Jeremy Houser, AMP host and Vice President of InsurMark, as he engages in a th

2023 to 2024: Reflecting and Projecting (Ep. 53)
December 27, 2023

There are new ways to help yourself stand out in the growing landscape of financial advisors. Uncover the secrets with Jeremy Houser, Vice President of InsurMark, in a captivating episode of the Advis

Advisor Mentorship Program: The Evolution of AMP (Ep. 52)
December 05, 2023

How are AMP advisors thriving in todays market? Join us on an impactful journey with Jeremy Houser, Vice President of InsurMark, as he shares some secrets of Advisor Mentorship Program (AMP). Launch

How To 10X Your Success (Ep. 51)
November 21, 2023

Is 10X actually easier than 2X? Join the conversation with Jeremy Houser as he digs into this intriguing concept in this episode of the Advisor Mentorship Podcast. This episode goes beyond typical fi

Dimensional on Fixed Income, Volatility, and Long-Term Investing with Rob Harvey, CFA (Ep. 50)
November 07, 2023

The Advisor Mentorship Podcast has reached a new milestone!50 Episodes! Milestone episodes deserve milestone guests, which is why this week, Jeremy Houser welcomes Rob Harvey, CFA, Co-Head of Product

Ascent to Greatness (Ep. 49)
October 21, 2023

In our industry, to excel beyond your competitor, advisors desperately need to transform their practices into businesses and leverage technology and resources to maximize efficiency. In this episode,

Unleashing the Power of InsurMark: Processes Helping Advisors Win Business! (Ep. 48)
October 03, 2023

With the expansion of InsurMark within the Simplicity family and the transition of leadership from Steve Kerns to Jeff Maxey, there have been a number of changes happening to our team that have expand

Why Entrepreneurs Want Simplicity with Bruce Donaldson (Ep. 47)
September 19, 2023

Do you ever think about the power of Simplicity in business? In this episode, Jeremy Houser is joined by Bruce Donaldson, CEO and President of Simplicity Group. They discuss the importance of advisors

The New Administration Has Arrived with Jeff Maxey (Ep. 46)
September 06, 2023

Good leaders are made, not born. In this episode, Jeremy Houser is joined by the new President of InsurMark, Jeff Maxey, to discuss his leadership philosophy, emphasizing the importance of teamwork,