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

February 26, 2026 24 mins
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 conversation ...
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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...
    Mark as Played
    🎙️ 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 sparked a deeper conversation every advisor...
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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 clients and prospects to move from hesitation t...
    Mark as Played
    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 client ...
    Mark as Played

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