The Advisors Business Hour

The Advisors Business Hour

The Advisors Business Hour Podcast: The Heart & Hustle of Building a Great Advisory Business. We aim to empower financial advisors with the knowledge, tools, and inspiration they need to build thriving practices that serve their clients exceptionally well while creating sustainable success for themselves. Created by Jeff Mount, Financial Advisor & Growth Strategist, and hosted by Sherry Sarver Johnson, or BraveHeartsTV; this podcast is where financial advisors gain proven strategies, real-world stories, and ethical growth frameworks to scale with purpose and confidence. Through expert insights, advisor spotlights, and case studies, we bridge the gap between purpose-driven marketing and modern growth tactics. Each episode is designed to help advisors: -Differentiate themselves in a crowded marketplace -Attract and retain ideal clients -Learn practical strategies they can put to work immediately -Explore powerful growth tools like the Sponsor Method 🎙️ Signature segments include Jeff’s Growth Blueprint, Advisor Spotlights, Success Stories, and Toolbox Tuesdays. If you’re a financial advisor who wants to grow your practice ethically, sustainably, and profitably, this is your hour. 👉 Learn more at AdvisorsBusinessHour.com | 👉 Info@AdvisorsBusinessHour.com

Episodes

June 25, 2026 30 mins
In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson dive into The Diagnostic Method and why better advisor conversations begin long before a recommendation is made.

Jeff shares why discovery deserves more time than most advisors give it, how deeper questions build stronger trust, and why the best recommendations come from truly understanding a client’s goals, concerns, family dynamics, a...
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In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson unpack Jeff’s “Verbal Tennis” approach, a smarter way to start prospect conversations by creating curiosity, encouraging engagement, and resisting the urge to over-explain too soon.

Jeff connects lessons from his background as a professional tennis player to real-world advisor communication, networking, and sales conversatio...
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    What really moves people forward in an advisor conversation? In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson sit down with Terry Blackburn, Founder & Director of The Wealthy Advisers Club and author of The Life Insurance Playbook, for a powerful conversation about trust, connection, timing, and the real power of influence. Too often, advisors focus on technique alone — better scripts, b...
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    Short Summary:  Why do good prospect meetings sometimes stall even when everything seems to be going well? In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson explore the hidden decision dynamics that advisors often miss. From social styles and motivators to tactical empathy and trust-building, this conversation is packed with practical insights to help advisors stop rushing the wrong moments an...
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    In this episode of The Advisors Business Hour, Sherry Sarver Johnson of Beneficial Business Solutions and co-host Jeff Mount, President of Caddis, LLC, unpack a simple but powerful framework Jeff teaches in his live presentations: Grow, Maintain, Exit. If you have ever wondered when you should start thinking about succession, how to scale without burning out, or what actually makes an advisory practice “buyable,” this c...
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    Most advisor websites are doing one job: proving you exist. But a great website does something very different. It creates trust fast, speaks directly to your best-fit client, and builds an actual pipeline you can nurture. In this episode of The Advisors Business Hour, Sherry Sarver Johnson sits down with Jeff from Caddis, LLC to break down what makes an advisor website work in 2026, and what quietly kills credibility. You will lear...
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    🎙️ Episode 3: How AI Failed Us and What It Means for Advisors.

     In this candid episode of The Advisors Business Hour, Jeff Mount, Financial Advisor and Growth Strategist, and Sherry Sarver Johnson of Beneficial Business Solutions share an experiment that didn’t go as planned. They tried using AI-generated voices to record the show.

    Technically, it worked.

    Emotionally, it failed.

    That failure ...
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    🎧 Episode 2: Motivating Clients & Prospects — The Psychology of Inspired Action What truly motivates clients to take action?

    It’s not charts. It’s not logic. It’s belief.

    In this powerful episode, Jeff Mount, Financial Advisor and Growth Strategist, joins Sherry Sarver Johnson of Beneficial Business Solutions to unpack the psychology behind motivation — and how top advisors inspire c...
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    October 15, 2025 14 mins
    Episode 1: Welcome to The Advisors Business Hour: The Heart & Hustle of Building a Great Advisory Business

    Referrals are the lifeblood of every thriving advisory practice, but most advisors treat them like luck instead of a strategy. In this premier episode of The Advisors Business Hour, hosts Sherry Sarver Johnson, president of Beneficial Business Solutions and Jeff Mount, President of Caddis LLC, break down how to turn...
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