Podcast
Advisor Mentorship Podcast
Hosted by Simplicity InsurMark · EN
Systems work, people fail. In today’s crowded marketplace, advisors must find a way to differentiate themselves from the competition. Learn how to elevate your game and accomplish incredible feats as Jeremy Houser teaches you proven systems and processes to successfully build a 21st century advisory practice, and discover how developing a work-life balance is not only possible but achievable.
32episodes
Episodes
Newest firstAll episodes
Growing Together: Marriage, Mindset, and Milestones with Christina Houser (Ep. 100)
Nov 1100:48:40Tap to summarizeA 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
Transcribe →Turning Knowledge Into Action: Tax Planning Insights with Steven Jarvis, CPA (Ep. 99)
Oct 2800:45:19Tap to summarizeMost 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
Transcribe →The Future of Advisor Marketing with Matt Halloran (Ep. 78)
Dec 23, 202400:41:27Tap to summarizeMarketing for financial advisors is evolving faster than ever, with new tools and strategies reshaping client engagement and business growth. How can advisors prepare for 2025 and beyond while building authentic client relationships? In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Matt Halloran, co-founder of ProudMouth, to explore game-changing tactics for advisors, including leveraging social media, integrating video content, and mastering active listening to foster deeper connections. Matt also shares insights from his new book, “Shut the F Up and Listen”, offering actionable advice on transforming communication and marketing approaches to meet modern challenges. Matt discusses: Using video as a critical tool for client engagement and social media visibility The growing importance of content marketing and “social proof” in building trust The role of AI in enhancing marketing efficiency while maintaining a human touch Active listening strategies from his book to deepen client relationships and improve sales outcomes Key tips for reallocating marketing budgets to focus on high-impact digital strategies And more! Resources: “Shut the F Up and Listen” by Matt Halloran Connect with Matt Halloran: matt@proudmouth.com ProudMouth LinkedIn: Matt Halloran X (Twitter): Matt Halloran Connect with Jeremy Houser: 713-808-8548 Schedule a Call jeremy.houser@simplicitygroup.com Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser About Our Guest: Matt Halloran is a co-founder of ProudMouth, the world’s leading influence accelerator for financial advisors. An in-demand speaker, he’s appeared on over 1,000 podcasts. As well, Matt is the host of ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of “The Social Media Handbook for Financial Advisors,” the first social media book for financial services.
Transcribe →How to 10X: Transforming Advisors into CEOs (Ep. 77)
Dec 10, 202400:27:58Tap to summarizeHow 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: 713-808-8548 Schedule a Call jeremy.houser@simplicitygroup.com Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser
Transcribe →Elevating Financial Advisory Through Joy and Purpose with Larry Sprung (Ep. 76)
Nov 26, 202400:33:07Tap to summarizeWhat does it take to grow your advisory firm while staying true to your values? In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Larry Sprung, Founder of Mitlin Financial and esteemed Investopedia Advisor Council member. They dive into the power of creating a purpose-driven business and how Mitlin Financial has scaled while maintaining its core values of family-first and client happiness. Discover how Larry’s journey and the idea of emphasizing joy have propelled significant growth for his firm, alongside insights into finding the right clients and the importance of delegation. Larry and Jeremy discuss: The inspiring story behind the foundation of Mitlin Financial and its core values How leaning into joy as a concept has significantly driven business growth Strategies for effective delegation and harnessing team strengths The impact of personal branding and social media engagement on growth And more! Connect with Larry Sprung: LinkedIn: Larry Sprung Mitlin Financial Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Jeremy Houser: 713-808-8548 Schedule a Call jeremy.houser@simplicitygroup.com Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser About Our Guest: Larry Sprung is the founder of Mitlin Financial, a family-first wealth management firm dedicated to helping clients achieve their financial goals while prioritizing what brings them joy. An award-winning financial advisor and a member of the Investopedia Advisor Council, Larry is also a passionate mental health advocate, having raised $1.7 million for suicide prevention in memory of his brother-in-law. Through his podcast, Mitlin Money Mindset, and his work as an author, Larry combines financial knowledge with a commitment to making a meaningful impact on lives and communities.
Transcribe →Roadmap For Success with Tony Sifuentes (Ep. 75)
Nov 12, 202400:29:50Tap to summarizeWhat can independent advisors learn from 20 years of experience? In this episode, Jeremy Houser connects with Tony Sifuentes, the VP Advisor Development Consultant at Simplicity InsurMark, who brings over two decades of experience in the financial services industry. This conversation highlights proven strategies to help advisors maximize their potential, offering fresh insights into business planning, lifelong learning, and embracing new challenges. Jeremy and Tony discuss: The significant impact of guiding lights The importance of being a lifelong learner to adapt and grow The “do it now” attitude crucial for top advisors in executing plans effectively Overcoming obstacles such as shiny object syndrome and imposter syndrome to ensure business growth Strategic insights into effective business planning for 2025 and beyond And more! Connect With Tony Sifuentes: LinkedIn: Tony Sifuentes Connect with Jeremy Houser: 713-808-8548 Schedule a Call jeremy.houser@simplicitygroup.com Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser About Our Guest: Tony Sifuentes joined Simplicity InsurMark in 2001, shortly after earning his BS in Psychology from Sam Houston State University in Huntsville, Texas. Tony views himself as an “Advisor’s Advisor” and considers it a privilege to serve some of the top advisors in the nation, including one of Senior Market Magazine’s Top Advisors of the Year.
Transcribe →Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA (Ep. 74)
Oct 29, 202400:41:24Tap to summarizeCan you lead your business through change without losing balance? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Rob Ferguson, CEO of Ferguson Alliance, to explore how independent advisors can differentiate themselves through effective restructuring and strategic planning. You’ll gain insights on how to evolve from a salesperson to a business leader, ensuring your practice’s sustainability while balancing work-life dynamics. They discuss: Strategies for successful business restructuring and growth planning Tips for 2025 Business Planning The importance of balancing structure and flexibility in leadership Ways to delegate task efficiently How to maintain a sustainable business while planning for future succession The power of mentorship and advisory boards for business growth And more! Connect With Rob Ferguson: LinkedIn: Rob Ferguson Website: Ferguson Alliance Connect with Jeremy Houser: 713-808-8548 Schedule a Call jeremy.houser@simplicitygroup.com Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser About Our Guest: With over a decade of steering middle-market family-owned companies, Rob Ferguson, Founder and President of Ferguson Alliance, harnesses his NACD Board Leadership Fellowship and Certified Exit Planning Advisor credentials to guide CEOs and boards through generational transitions. His team’s focus on strategic implementation and value creation prepares business leaders for successful exits, fostering sustainable growth and operational excellence. Leveraging his skills in family business governance, succession planning, and process improvement, Rob’s clients thrive on strategic insights that enable concrete results. In collaboration with stakeholders, he has shaped robust strategies that drive growth, optimize operations, and ensure the realization of his clients’ business objectives.
Transcribe →From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)
Oct 15, 202400:41:04Tap to summarizeSuccess isn’t just about working harder—it’s about working smarter and knowing when & how to scale. In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Michael Ginsberg, founder of Ginsberg Financial Strategies, who shares his remarkable journey from being a solo advisor to building a thriving team, highlighting the dramatic impact it’s had on his business and personal life. You’ll learn the importance of mindset shift in hiring, the power of a well-crafted recruitment process, and how focusing on high-value activities can lead to significant business growth. They discuss: Michael’s transition from a solo advisor to managing a team Strategies that led to 5X growth within 12 months Leveraging a third-party consulting firm to hire the right people The role of mindset in making pivotal business decisions Insights on improving client relationships through operational efficiency The significance of having a well-structured hiring process And more! Resources: Episode 11: Making the InsurMark Switch with Michael Ginsberg Connect With Michael Ginsberg: LinkedIn: Michael Ginsberg Ginsberg Financial Strategies Stephanie Strom Consulting Connect with Jeremy Houser: 713-808-8548 Schedule a Call jeremy.houser@simplicitygroup.com Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser About Our Guest: Michael Ginsberg founded Ginsberg Financial Strategies in 2012 to move beyond traditional financial advice that left retirement-focused clients vulnerable to market losses. He is passionate about helping clients create reliable retirement income and was fed up with risky market-based solutions. Therefore, he developed a simple income-based blueprint that empowers clients to create lifetime wealth. Now, he helps diligent savers in the East Bay use his Lifetime Wealth BlueprintSM to protect what they have, grow it carefully, and feel confident retiring knowing their money will last as long as they need it to. Everything they do—their services, operations, and outreach—is shaped by this goal.
Transcribe →Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson (Ep. 72)
Oct 1, 202400:31:04Tap to summarizeBalancing multiple businesses and a fulfilling personal life is a challenge many entrepreneurs face. How do you manage a thriving career while maintaining a strong family foundation? How do you leverage social media to grow your brand and connect with clients? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Chad Willardson—a five-time bestselling author and manager of $1.2 billion in investments. We’ll dive deep into Chad’s journey from a successful career at Merrill Lynch to founding Pacific Capital, and discover how he balances running multiple businesses with family life. Whether you’re an advisor looking to differentiate yourself or a young entrepreneur in need of guidance, this episode is packed with insights that can elevate your game. They discuss: Chad’s transition from Merrill Lynch to founding Pacific Capital after the 2008 financial crisis The importance of having a disciplined, growth-focused mindset How effective use of LinkedIn has transformed Chad’s business and personal brand Practical advice for young professionals on blending personal authenticity with business growth And more! Resources: 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less by Chad Willardson Connect With Chad Willardson: LinkedIn: Chad Willardson Website: Chad Willardson Website: Pacific Capital Connect with Jeremy Houser: 713-808-8548 Schedule a Call jeremy.houser@simplicitygroup.com Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser About Our Guest: Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm that serves high-net-worth entrepreneurs and families. He is also the Founder of Platinum Elevated, a coaching program designed to help entrepreneurs achieve financial and lifestyle freedom. In addition to his professional roles, Chad is a five-time best-selling author. Some of his notable works include “Stress-Free Money” and “Smart, Not Spoiled”. He is recognized as one of the top wealth management experts in the country, helping clients manage their finances, increase cash flow, and reduce stress about money.
Transcribe →Running 100 Miles in One Month! (Ep. 71)
Sep 17, 202400:29:38Tap to summarizeMany believe that setting lofty goals amidst a busy life is a recipe for failure. But in the case of Jeremy Houser, he’s proved it’s not only possible, but can also be immensely rewarding. In this episode of the Advisor Mentorship Podcast, Jeremy recounts his extraordinary journey of running 100 miles in the month of August while juggling multiple life-altering events, including the birth of his third child and moving homes. Jeremy discusses how he managed to balance these intense challenges and learn valuable insights on combating procrastination, maintaining commitment, and setting ambitious goals to elevate your personal and professional life. Jeremy Discusses: His goal and preparation to run 100 miles in August. Why goals are required for success Raising personal standards and being committed How he balanced multiple life events alongside a challenging fitness goal. The value of setting ambitious goals and discovering new tactics to overcome procrastination along the way. How embracing mindset and commitment can lead to personal growth and satisfaction. Resources: On (Running Gear) The Courage to Be Disliked by Ichiro Kishimi & Fumitake Koga The Courage to Be Happy by Ichiro Kishimi & Fumitake Koga Connect with Jeremy Houser: 713-808-8548 Schedule a Call jeremy.houser@simplicitygroup.com Advisor Mentorship Program YouTube: Jeremy Houser Instagram: @jeremyhouser_amp InsurMark LinkedIn: Jeremy Houser 3839388 – 0924B FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.
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