The most successful financial advisors in 2024 are laser-focused on one thing above all, and that’s operations.

In this installment of the Advisor Mentorship Podcast, host Jeremy Houser welcomes Ken McGee, the COO of Simplicity, for an in-depth discussion on how focusing on operations is transforming entrepreneurial financial advisory practices.

Learn about the most critical aspects of institutionalizing your business model, overcoming common challenges, and the recent recapitalization news that’s creating waves in the industry. Ken provides valuable insights into how Simplicity’s proven systems can help your business thrive and grow sustainably, ensuring long-term success and stability.

Jeremy and Ken highlight:

The importance of aligning interests and culture during mergers and acquisitions.
Tips for integrating new operations to scale your business effectively.
Simplicity’s recent recapitalization and what it means for advisors going forward.
Opportunities for advisors to benefit from Simplicity’s long-term growth and stability.
And more!

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About Our Guest:

Ken McGee serves as Simplicity’s Chief Operating Officer. Mr. McGee is responsible for overseeing Simplicity’s daily business operations, with a focus on driving efficiency and assuring quality control. In this role Mr. McGee leads Simplicity’s middle-office functions, including technology, enterprise data management, and managing third-party service providers. Prior to joining Simplicity, Mr. McGee held various roles at several insurance brokerages, including NFP and Dixon Wells for which he had P&L responsibility and managed sales, marketing, operations, and integration. Mr. McGee has more than 20 years’ experience in insurance management. Mr. McGee earned his B.S. in Occupational Safety, Business Management from Keene College.

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NOT FOR PUBLIC DISTRIBUTION.