Advisor Mentorship Podcast
Proven Systems & Processes for the 21st Century Advisor
Big financial strategies rarely fail because of numbers alone; they fail when expectations are unclear. What happens when interest rates rise, returns pause, or assumptions [...]
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 [...]