Advisor Mentorship Podcast
Systems work, people fail. In today’s crowded marketplace, advisors must find a way to differentiate themselves from the competition. Learn how to elevate your game and accomplish incredible feats as Jeremy Houser teaches you proven systems and processes to successfully build a 21st century advisory practice, and discover how developing a work-life balance is not only possible but achievable.
Episodes
As we kick off 2026, the economic headlines are loud, but the real story is in the data and the incentives behind it.
In this episode, Jeremy Houser sits down with Dr. Campbell Harvey, Duke professor and Research Affiliates Director of Research, known for early work on the inverted yield curve, to break down what matters most for growth, markets, and resilience ...
As advisors wrap up 2025 and look ahead to 2026, many are rethinking how their practices operate day to day. Growth goals often stall when execution cannot keep pace with changing expectations, especially around digital visibility and team capacity.
In this episode, Jeremy Houser explains how advisors are preparing for 2026 by putting structured systems in place...
Markets can shift quickly, and understanding the tools behind index design can help you guide clients with more clarity.
How do you sort through complex crediting strategies, and what can index ratings reveal about long-term performance potential?
In this episode, Jeremy Houser speaks with Laurence Black, Founder of The Ind...
What happens when traditional financial planning falls short for families caring for loved ones with disabilities?
How do you create a comprehensive plan that addresses not just money, but government benefits, legal structures, and quality of life for someone who will need support forever?
In this episode, Jeremy Houser int...
A hundred episodes, three kids, and one unstoppable partnership.
In this special milestone of the Advisor Mentorship Podcast, Jeremy Houser is joined by his favorite guest, his wife, Christina Houser, for a conversation about growth, family, and what it really means to build a life together.
Married since 2017, Christina an...
Most advisors understand that taxes impact every financial decision, yet few make tax planning part of their process.
Steven Jarvis, CPA, is on a mission to change that by helping advisors build confidence, stay compliant, and add real value through intentional tax conversations.
In this episode, Jeremy Houser talks with S...
Change challenges every leader, but it also shapes character, culture, and legacy.
How do you lead when everything around you is shifting? How do you build a culture that lasts beyond your own leadership?
In this episode, Jeremy Houser talks with Steve Kerns, Founder of InsurMark and Executive Vice President of Business Rel...
Leaders often think they understand themselves and their teams, but research shows otherwise. Self-awareness and communication are frequently overlooked, even though they’re the foundation of building effective organizations.
In this episode, Jeremy Houser welcomes Kellie Fern, Director of Business Operations and Development at The Predictive Group, to discuss h...
Change can feel uncomfortable, but it often opens the door to growth.
How do you adapt your business, embrace new tools, and still stay true to building strong client relationships? How do you bring awareness to crucial issues like long-term care while running a thriving practice?
In this episode of the Advisor Mentorship P...
Innovation in indexing is reshaping the way advisors deliver value to clients.
What happens when you blend insurance insight with market index design? How can efficiency and transparency create stronger outcomes for clients and advisors alike?
In this episode, Jeremy Houser speaks with Alan Grissom, CEO of 12 South Capital ...
Sometimes it takes stepping away to see your life and business with fresh eyes.
In this episode, Jeremy Houser shares reflections from a cruise through Europe, his first time abroad without the kids, where business and pleasure blended through unforgettable experiences.
From cultural observations to fireside chats with ind...
What began as a clunky Excel-based solution has transformed into a tool used by thousands of advisors to help clients make informed financial decisions with clarity and precision.
In this episode, Jeremy Houser sits down with Steve Goldstein, CFP®, ChFC®, Founder of Thomas Gold Solutions, to explore how Retirement Analyzer has evolved over 15 years into a highly...
From launching a retail annuity business to becoming the leading annuity distributor, Athene’s journey is a masterclass in growth and adaptability.
This week, Jeremy Houser sits down with Rod Mims, EVP and Head of Retail at Athene USA, to explore the strategies and pivotal decisions that fueled their rapid ascent.
This epis...
Growth in financial advising demands a balance between serving current clients effectively and exploring transformative strategies for business development.
This week, Jeremy Houser engages Duncan MacPherson, founder and CEO of Pareto Systems, to uncover principles for scaling a financial advisory practice while enhancing client relationships. From mastering pra...
Growth is possible, even in a slower market, when advisors focus on what matters most.
In this episode, Jeremy Houser checks in with listeners on personal and professional wins while sharing how his team continues to outperform the broader industry. He breaks down the tools, training, and strategies that have helped advisors thrive in 2025 and beyond, even as th...
Financial advising can extend far beyond numbers—it’s about building trust, adapting strategies, and planning for a meaningful legacy.
In this episode, Jeremy Houser speaks with Mark Taylan, CRPC, Founder and Managing Director at Advisors360 LLC, about his journey in blending real estate expertise with financial planning to create a client-focused legacy. They d...
Financial advice isn’t just about the numbers. It’s about understanding the people behind them.
In this episode, Jeremy Houser sits down with Ashley Quamme, LMFT, FBS®, CFT
, founder of Beyond the Plan®, to explore the emotion...
What’s the number one habit salespeople should avoid?
Join Jeremy Houser on the Advisor Mentorship Podcast, where he engages with special guest Marc Lamson, President of ASLAN, to dive into the essentials of other-centered selling.
Nail down the habits that may be holding you back and discover how beliefs can drive be...
The financial advisory business is on the cusp of a massive transformation!
Is your firm ready to catch the wave of the Silver Tsunami? Are you prepared to engage with the next generation of clients who communicate and consume information very differently?
In this episode, Jeremy Houser discusses the challenges and opportu...
With tax laws set to change and political uncertainty shaping the economy, financial professionals must stay ahead of the curve.
How can advisors prepare their clients for potential tax hikes? What does the current administration mean for financial markets and regulations?
In this episode, Jeremy Houser speaks with Jeff Bus...
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