Model FA Podcast The Advisor Growth Bottleneck: Time, Team, and the Coming Wealth Transfer featuring Jeremy Houser
In 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:
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🎯 The #1 scaling problem advisors refuse to face (and how to fix it)
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⏱️ How to run a time audit that reveals what to delegate first
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🩺 The "doctor's office" analogy for protecting your time (screening + process)
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🧬 How to stay relevant to heirs before the wealth transfer happens
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🌊 Why authenticity wins in a "sea of sameness" content world
🤝 Connect with Jeremy:
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🎙️ Podcast: https://open.spotify.com/show/4ZqShr9Q246sEh9KH22q3M
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✉️ Email: jeremy.houser@simplicitygroup.com
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🌐 Website: https://www.simplicitygroup.com/
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🔗 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.
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Our Team:
President of Model FA, David DeCelle
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