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
Advisor Mentorship Podcast
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
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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
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Episode 90: Building Momentum Through Systems, Training, and Delegation
Growth is possible, even in a slower market, when advisors focus on what matters most. In this episode, Jeremy Houser
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Episode 89: Beyond Financial Planning: Integrating Real Estate and Legacy with Mark Taylan, CRPC
Financial advising can extend far beyond numbers—it’s about building trust, adapting strategies, and planning for a meaningful legacy. In this
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Episode 88: Building Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme
Financial advice isn’t just about the numbers. It’s about understanding the people behind them. In this episode, Jeremy Houser sits
Podcast
Episode 87: Avoid Bad Habits and Remove Pressure with Marc Lamson
What’s the number one habit salespeople should avoid? Join Jeremy Houser on the Advisor Mentorship Podcast, where he engages with