Advisor Mentorship Podcast
Proven Systems & Processes for the 21st Century Advisor
Most advisory firms look similar on the surface, yet growth often stalls when everything is built around one person or a single approach. What happens [...]
As we kick off 2026, the economic headlines are loud, but the real story is in the data and the incentives behind it. In this [...]
As advisors wrap up 2025 and look ahead to 2026, many are rethinking how their practices operate day to day. Growth goals often stall when [...]
Markets can shift quickly, and understanding the tools behind index design can help you guide clients with more clarity. How do you sort through complex [...]
What happens when traditional financial planning falls short for families caring for loved ones with disabilities? How do you create a comprehensive plan that addresses [...]
A hundred episodes, three kids, and one unstoppable partnership. In this special milestone of the Advisor Mentorship Podcast, Jeremy Houser is joined by his favorite [...]
Most advisors understand that taxes impact every financial decision, yet few make tax planning part of their process. Steven Jarvis, CPA, is on a mission [...]
Change challenges every leader, but it also shapes character, culture, and legacy. How do you lead when everything around you is shifting? How do you [...]
Leaders often think they understand themselves and their teams, but research shows otherwise. Self-awareness and communication are frequently overlooked, even though they’re the foundation of [...]
Change can feel uncomfortable, but it often opens the door to growth. How do you adapt your business, embrace new tools, and still stay true [...]
Innovation in indexing is reshaping the way advisors deliver value to clients. What happens when you blend insurance insight with market index design? How can [...]
Sometimes it takes stepping away to see your life and business with fresh eyes. In this episode, Jeremy Houser shares reflections from a cruise through [...]
What began as a clunky Excel-based solution has transformed into a tool used by thousands of advisors to help clients make informed financial decisions with [...]
From launching a retail annuity business to becoming the leading annuity distributor, Athene’s journey is a masterclass in growth and adaptability. This week, Jeremy Houser [...]
Growth in financial advising demands a balance between serving current clients effectively and exploring transformative strategies for business development. This week, Jeremy Houser engages Duncan [...]
Growth is possible, even in a slower market, when advisors focus on what matters most. In this episode, Jeremy Houser checks in with listeners on [...]
Financial advising can extend far beyond numbers—it’s about building trust, adapting strategies, and planning for a meaningful legacy. In this episode, Jeremy Houser speaks with [...]
Financial advice isn’t just about the numbers. It’s about understanding the people behind them. In this episode, Jeremy Houser sits down with Ashley Quamme, LMFT, [...]
What’s the number one habit salespeople should avoid? Join Jeremy Houser on the Advisor Mentorship Podcast, where he engages with special guest Marc Lamson, President [...]
The financial advisory business is on the cusp of a massive transformation! Is your firm ready to catch the wave of the Silver Tsunami? Are [...]
With tax laws set to change and political uncertainty shaping the economy, financial professionals must stay ahead of the curve. How can advisors prepare their [...]
Building a thriving financial practice is not about working harder but working smarter. How can systems transform how you serve clients and expand your business’s [...]
Time is the most valuable asset for any entrepreneurial CEO. Knowing how to delegate effectively and implement scalable processes can lead to not only higher [...]
Volatile markets demand innovative strategies, and 2025 presents both challenges and opportunities. This week, host Jeremy Houser speaks with Tom Rozman, Chief Investment Officer of [...]
2025 holds immense potential for growth and transformation within the fixed index annuity space. High interest rates, changing market dynamics, and evolving client needs are creating new opportunities for financial advisors.