Episode 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 […]
Podcast
Podcast
Episode 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
Podcast
Episode 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,
Podcast
Episode 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
Podcast
Episode 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
Podcast
Episode 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
Podcast
Episode 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
Podcast
Episode 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
Podcast
Episode 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
Podcast
Episode 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