Episode summary
MFA 206 - The Advisor Growth Bottleneck: Time, Team, and the Coming Wealth Transfer featuring...
Model Fa Podcast
· · 42 min · Hosts: David DeCelle · Guests: Jeremy Houser
Summary
Jeremy Houser argues that most advisor growth bottlenecks are not demand problems but time and delegation problems. He says the big unlock is figuring out what work should be removed from the advisor’s plate, especially once the business is producing roughly $400,000 to $500,000 or more and the advisor’s time becomes the scarcest asset.
He describes a practical operating model built around time audits, calendar discipline, buffers, and a screening process that keeps advisors from spending hours on low-value tasks. In his view, advisors should protect revenue-generating blocks, delegate routine work, and even audit the people around them, because the wrong circle can limit growth.
The episode also focuses on the coming wealth transfer. Jeremy says roughly 84 trillion of assets will move over the next 20 years through 2045, and that advisors need to engage heirs now rather than wait until assets change hands. He cites data that 88% of inherited clients leave their advisor, making next-generation relationship building a retention issue, not just a marketing one.
To stay relevant, Jeremy recommends building a digital footprint through social media, especially LinkedIn, where he says only 1% of users are actively marketing. He also argues that AI should be used to speed up content creation, but not to erase authenticity; advisors stand out by sounding like themselves, not like generic machine output.
Key takeaways
- Jeremy Houser says delegation becomes the main scaling lever once an advisor is making roughly $400,000 to $500,000 and should no longer do everything personally.
- Jeremy recommends time audits, calendar buffers, and protected weekly blocks so advisors can spend more time on revenue-generating work.
- Jeremy says the next-generation opportunity is urgent because about 84 trillion of assets will move by 2045 and 88% of inherited clients leave their advisor.
- Jeremy argues that LinkedIn is a blue-ocean channel for advisors because only 1% of users are marketing there.
- Jeremy says AI should support content creation, but advisors need authentic writing and real stories to stand out in a “sea of sameness.”
Notable quotes
“the main thing was it got to a point of me saying, "Hey, you should really start to do a podcast. It' probably help you out with client retention”
“it comes down to delegation and just figuring out how much of their worth is per hour”
“what sells for you when you're not there”
“there's only 1% of people, 1% that are actually marketing on LinkedIn to try to attract their ideal prospect”
How the episode opens
What's up, Model FAS? David Del here, CEO of Model FA and your host of the Model Fa podcast. And we are joined here today by actually a fellow podcast host, someone that uh I originally connected with on LinkedIn.
He was kind enough to give me some time and join the show. Jeremy Howser, who is the vice president and senior advisor, development consultant over at Simplicity in Shermark and partner at Simplicity Group. And I did mention his podcast.
He is the host of the advisor mentorship podcast. Jeremy, welcome to the show.
Thanks for having me, David. Looking forward to our chat today.
Likewise. And so I guess to to kick things off, I actually before we kick things off with your background, how long have you been doing your podcast? So podcast started in 2021.
Um really was more of a way to just try to become more efficient in my role. I work with independent adviserss and so throughout the days, sure advisers could probably relate to this. You have the same conversation probably with customers and prospects over and over and over again.
So, um, wanted to be a little more efficient. So, the idea started with the conversation of having one message every other week that would go out to my distribution team. And then for the start of it, um, a lot of bumps in the roads, uh, you know, is anybody actually listening?
So, there's a lot of the the grunt work as you probably know, David, just getting things going, trying to get people to, um, at least click on your information just to hear. And um yeah, so 2021 we started that, but we're officially coming into the fifth year and have been uh growing ever since.
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- advisor delegation
- time audit
- advisor scaling
- digital footprint
- wealth transfer
Companies and tickers mentioned
- Simplicity Group
Watch the episode
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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Model Fa Podcast, this episode and its artwork belong to David DeCelle. Octagon is not affiliated with the show; this page is an independent summary.
