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

September 24, 2026 • 33 mins
What if one of your greatest competitive advantages has been sitting right in front of you all along?

In this episode of The Advisors Business Hour, Sherry Sarver Johnson and Jeff Mount sit down with Jeremy Pugliese, CExP™, WMCP®, RICP®, TPCP® of Planning Alliance for a conversation about finding the right niche and what can happen when an advisor truly understands the people they serve.

Jeremy grew up in his family&...
  • Listen
    Watch
    Mark as Played
    A growing advisory practice sounds like the goal. More clients. More revenue. More opportunity. But what happens when the growth you worked so hard to create begins moving faster than the business underneath it? In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson return to the Grow, Maintain, Exit lifecycle of an advisory practice and take a deeper look at the growth stage. Jeff and Sherry explore wh...
  • Listen
    Watch
    Mark as Played
    A single conversation may not erase 20 years of trust, but it can reveal how much a client’s life has changed and whether the advisor relationship has evolved with it.

    In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson explore the life transitions that reshape what clients need from their advisors.A client who once focused on building wealth may now be preparing to live from it. New par...
    Listen
    Watch
    Mark as Played
    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...
    Listen
    Watch
    Mark as Played
    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...
  • Listen
    Watch
    Mark as Played
    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...
    Listen
    Watch
    Mark as Played
    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...
    Listen
    Watch
    Mark as Played
    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...
  • Listen
    Watch
    Mark as Played
    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...
  • Listen
    Watch
    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 ...
  • Listen
    Watch
    Mark as Played
    🎧 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...
    Listen
    Watch
    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...
  • Listen
    Watch
    Mark as Played

    Popular Podcasts

      If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

      Dateline NBC

      Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

      The Breakfast Club

      The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!

      Crime Junkie

      Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.

      PFT Live with Mike Florio

      Mike Florio & Chris Simms discuss the biggest NFL stories with honesty, candor, and authenticity.

    Advertise With Us
    Music, radio and podcasts, all free. Listen online or download the iHeart App.

    Connect

    © 2026 iHeartMedia, Inc.

    • Help
    • Privacy Policy
    • Terms of Use
    • AdChoicesAd Choices