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
Institutionalizing Your Business for Long-Term Success with Ken McGee (Ep. 70)
Sep 3, 202400:27:17Tap to summarizeThe 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! Connect With Ken McGee: LinkedIn: Ken McGee Simplicity 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: 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. 3808643 – 0924B FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.
Transcribe →How to Leverage Volatility in Today’s Market with Tony Barchetto (Ep. 69)
Aug 20, 202400:25:38Tap to summarizeDo you think volatility control is too complex or risky to manage? It can feel confusing, but you may reconsider those feelings as new technology continues to change the financial landscape. Join host Jeremy Houser as he chats with Tony Barchetto, Founder and CEO of Salt Financial. Drawing from his extensive experience in senior leadership roles across firms like BATS Global Markets and Knight Capital, Tony shares the innovative approaches Salt Financial employs to aid financial advisors in today’s volatile markets. Get an in-depth understanding of how leveraging advanced data analytics and volatility control mechanisms can provide a competitive edge in the annuity market and beyond. Jeremy and Tony discuss: The unique volatility control mechanism, truVol, used by Salt Financial The impact of interest rates on multi-asset volatility targets Dynamic adaptations that Salt Financial employs to react to market changes Upcoming indices and partnerships set to launch in the near future And more! Resources: truVol Connect With Tony Barchetto: LinkedIn: Tony Barchetto Salt Financial 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 is the Founder and Chief Executive Officer of Salt Financial, responsible for creating the firm’s product vision and strategy. He has over twenty years of experience in financial technology companies and institutional trading across multiple asset classes. Prior to founding Salt, Tony served in senior leadership roles at BATS Global Markets and Liquidnet, product management at Citigroup’s Lava Trading, and market making at Knight Capital. He holds a BS in International Economics from Georgetown University and is a CFA Charterholder. 3777882 – 0824B FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.
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