Many advisors rely on instinct to run their business. But what happens when you replace guesswork with real numbers? Understanding […]
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Proven Systems & Processes for the 21st Century Advisor
Episode 109: Building Authority in the AI Age: Authentic Content, Gen X Wealth, and the Modern Advisor
Standing out today takes more than showing up. It requires clarity, consistency, and a message that actually connects. Are you […]
Read MoreEpisode 108: Building Equity Value and Freedom Through Systems, Teams, and Strategic Growth
What would it take for your business to operate without you? And how much value are you leaving on the […]
Read MoreEpisode 107: From Frustation to Freedom with Jeff Maxey
Big growth strategies rarely fail because the ideas are bad; they fail because the business doesn’t have the systems to […]
Read MoreEpisode 106: Setting Expectations in Premium Financing for High-Net-Worth Clients with Vincent Munno
Big financial strategies rarely fail because of numbers alone; they fail when expectations are unclear. What happens when interest rates […]
Read MoreEpisode 105: Building a One-of-a-Kind Advisory Firm That Can Scale with Mike Milligan, CFP®
Most advisory firms look similar on the surface, yet growth often stalls when everything is built around one person or […]
Read MoreEpisode 104: What Top Economist Dr. Campbell Harvey Sees Coming Next
As we kick off 2026, the economic headlines are loud, but the real story is in the data and the […]
Read MoreEpisode 103: Preparing Advisory Practices for 2026 With Digital Systems That Scale
As advisors wrap up 2025 and look ahead to 2026, many are rethinking how their practices operate day to day. […]
Read MoreEpisode 102: Volatility Control Indexes: What Advisors Need to Know Now with Laurence Black
Markets can shift quickly, and understanding the tools behind index design can help you guide clients with more clarity. How […]
Read MoreEpisode 101: Planning Protected Tomorrows For Families With Disabilities With Mary Anne Ehlert
What happens when traditional financial planning falls short for families caring for loved ones with disabilities? How do you create […]
Read MoreEpisode 100: Growing Together: Marriage, Mindset, and Milestones with Christina Houser
A hundred episodes, three kids, and one unstoppable partnership. In this special milestone of the Advisor Mentorship Podcast, Jeremy Houser […]
Read MoreEpisode 99: Turning Knowledge Into Action: Tax Planning Insights with Steven Jarvis, CPA
Most advisors understand that taxes impact every financial decision, yet few make tax planning part of their process. Steven Jarvis, […]
Read MoreEpisode 98: The Heart of Leadership: Embracing Change and Building Legacy with Steve Kerns
Change challenges every leader, but it also shapes character, culture, and legacy. How do you lead when everything around you […]
Read MoreEpisode 97: Leading with Data: Elevating Team Potential with Kellie Fern
Leaders often think they understand themselves and their teams, but research shows otherwise. Self-awareness and communication are frequently overlooked, even […]
Read MoreEpisode 96: Getting Your Ducks in a Row: Scott Leonardi on Retirement & Change
Change can feel uncomfortable, but it often opens the door to growth. How do you adapt your business, embrace new […]
Read MoreEpisode 95: Redefining Index Design and Value Creation with Alan Grissom
Innovation in indexing is reshaping the way advisors deliver value to clients. What happens when you blend insurance insight with […]
Read MoreEpisode 94: Business Lessons from the Boat: Culture, Standards, and the Value of Experience
Sometimes it takes stepping away to see your life and business with fresh eyes. In this episode, Jeremy Houser shares […]
Read MoreEpisode 93: Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer
What began as a clunky Excel-based solution has transformed into a tool used by thousands of advisors to help clients […]
Read MoreEpisode 92: Unstoppable Ascent: Rod Mims on Athene’s Rise to the Top
From launching a retail annuity business to becoming the leading annuity distributor, Athene’s journey is a masterclass in growth and […]
Read MoreEpisode 91: From Practice to Enterprise: Scaling with Intention with Duncan MacPherson
Growth in financial advising demands a balance between serving current clients effectively and exploring transformative strategies for business development. This […]
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