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David DeCelle
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MFA 206 - The Advisor Growth Bottleneck: Time, Team, and the Coming Wealth Transfer featuring Jeremy Houser
• 41 minIn this episode of the Model FA Podcast, David DeCelle sits down with Jeremy Houser, VP & Senior Advisor Development Consultant at Simplicity Group and host of the Advisor Mentorship Podcast. They break down what actually holds advisors back from scaling—why delegation is the real unlock, how a simple time audit exposes hidden leaks, and what to do right now to stay relevant to the next generation as trillions change hands. You'll also hear practical guidance on building a digital footprint (without sounding like AI), why LinkedIn is still a blue-ocean channel for advisors, and how to keep heirs engaged without turning your calendar into chaos. ✅ What you'll learn: 🎯 The #1 scaling problem advisors refuse to face (and how to fix it) ⏱️ How to run a time audit that reveals what to delegate first 🩺 The "doctor's office" analogy for protecting your time (screening + process) 🧬 How to stay relevant to heirs before the wealth transfer happens 🌊 Why authenticity wins in a "sea of sameness" content world 🤝 Connect with Jeremy: 🎙️ Podcast: https://open.spotify.com/show/4ZqShr9Q246sEh9KH22q3M ✉️ Email: jeremy.houser@simplicitygroup.com 🌐 Website: https://www.simplicitygroup.com/ 🔗 LinkedIn: https://www.linkedin.com/in/jeremyhouser/ 👍 If you want more conversations like this—strategy, systems, growth, and what's actually working—subscribe and drop a question in the comments. About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no "gotchas" or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
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