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 […]
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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,
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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
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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
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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
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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
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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
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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
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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
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Episode 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