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

Turning Knowledge Into Action: Tax Planning Insights with Steven Jarvis, CPA (Ep. 99)

October 28, 2025 • 45 mins

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 Steven Jarvis, Founder of Retirement …

The Heart of Leadership: Embracing Change and Building Legacy with Steve Kerns (Ep. 98)

October 14, 2025 • 50 mins

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 Relationships at Simplicity, …

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Leading with Data: Elevating Team Potential with Kellie Fern (Ep. 97)

October 1, 2025 • 52 mins

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 how the Predictive Index and behavioral data …

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Getting Your Ducks in a Row: Scott Leonardi on Retirement & Change (Ep. 96)

September 16, 2025 • 48 mins

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 Podcast, Jeremy …

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Redefining Index Design and Value Creation with Alan Grissom (Ep. 95)

September 1, 2025 • 50 mins

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 and founding partner of Brooklyn …

Business Lessons from the Boat: Culture, Standards, and the Value of Experience (Ep. 94)

August 12, 2025 • 44 mins

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 industry icons, Jeremy explores how leadership, family, …

Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer (Ep. 93)

July 29, 2025 • 46 mins

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 …

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Unstoppable Ascent: Rod Mims on Athene’s Rise to the Top (Ep. 92)

July 15, 2025 • 41 mins

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 episode pulls back the …

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From Practice to Enterprise: Scaling with Intention with Duncan MacPherson (Ep. 91)

July 1, 2025 • 56 mins

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 practice management to leveraging technology like AI, Duncan …

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Building Momentum Through Systems, Training, and Delegation (Ep. 90)

June 17, 2025 • 45 mins

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 …

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Beyond Financial Planning: Integrating Real Estate and Legacy with Mark Taylan, CRPC (Ep. 89)

May 27, 2025 • 49 mins

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 discuss Mark’s unique …

Building Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme (Ep. 88)

May 13, 2025 • 44 mins

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 emotional and behavioral aspects of financial advising. They explore how financial professionals can use emotional intelligence to build stronger relationships …

Mastering Sales: Avoid Bad Habits and Remove Pressure with Marc Lamson (Ep. 87)

April 29, 2025 • 44 mins

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 behaviors in impactful ways. …

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Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors (Ep. 86)

April 15, 2025 • 37 mins

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 opportunities facing financial advisors …

Understanding Tax Reform and Political Shifts with Jeff Bush (Ep. 85)

April 1, 2025 • 41 mins

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 Bush, founder of The Washington Update, …

Scaling Wealth Practices Through Systems with Terry Wheeler (Ep. 84)

March 18, 2025 • 51 mins

Building a thriving financial practice is not about working harder but working smarter. How can systems transform how you serve clients and expand your business’s reach? How do emotional connections and holistic strategies pave the way for growth? In this episode, Jeremy Houser interviews Terry Wheeler of WE Alliance Wealth Advisors, who shares his journey …

Entrepreneurial Transformation Through Delegation, Growth, and Optimizing Time (Ep. 83)

March 4, 2025 • 47 mins

Time is the most valuable asset for any entrepreneurial CEO. Knowing how to delegate effectively and implement scalable processes can lead to not only higher revenue but also a better work-life balance. In this episode, Jeremy Houser shares key strategies that have helped advisors increase their income while reducing stress. He explores the importance of …

Strategic Growth Amid Market Volatility with Tom Rozman (Ep. 82)

February 19, 2025 • 40 mins

Volatile markets demand innovative strategies, and 2025 presents both challenges and opportunities. This week, host Jeremy Houser speaks with Tom Rozman, Chief Investment Officer of Simplicity Wealth, about strategies to thrive during market uncertainty. They explore leveraging tax-efficient tools, understanding market trends, and enhancing client relationships through innovation and teamwork. Tom discusses: Strategies to enhance ...

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Tom Haines: Forecasting the Future of Fixed Index Annuities (Ep. 81)

February 4, 2025 • 49 mins

2025 holds immense potential for growth and transformation within the fixed index annuity space. High interest rates, changing market dynamics, and evolving client needs are creating new opportunities for financial advisors. In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Tom Haines, EVP of Capital Markets & Index Solution at Annexus, …

Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025 (Ep. 80)

January 21, 2025 • 39 mins

Uncertainty defines the future, but clear insights can help us prepare for what lies ahead. What does the second Trump administration mean for the economy? How will markets react to tax cuts, tariffs, and AI advancements? In this episode, Jeremy Houser interviews Professor Jeremy Siegel from the Wharton School to discuss economic trends, stock market …

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Advisor Mentorship Podcast

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Turning Knowledge Into Action: Tax Planning Insights with Steven Jarvis, CPA (Ep. 99)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}The Heart of Leadership: Embracing Change and Building Legacy with Steve Kerns (Ep. 98)

Leading with Data: Elevating Team Potential with Kellie Fern (Ep. 97)

Getting Your Ducks in a Row: Scott Leonardi on Retirement & Change (Ep. 96)

Redefining Index Design and Value Creation with Alan Grissom (Ep. 95)

Business Lessons from the Boat: Culture, Standards, and the Value of Experience (Ep. 94)

Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer (Ep. 93)

Unstoppable Ascent: Rod Mims on Athene’s Rise to the Top (Ep. 92)

From Practice to Enterprise: Scaling with Intention with Duncan MacPherson (Ep. 91)

Building Momentum Through Systems, Training, and Delegation (Ep. 90)

Beyond Financial Planning: Integrating Real Estate and Legacy with Mark Taylan, CRPC (Ep. 89)

Building Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme (Ep. 88)

Mastering Sales: Avoid Bad Habits and Remove Pressure with Marc Lamson (Ep. 87)

Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors (Ep. 86)

Understanding Tax Reform and Political Shifts with Jeff Bush (Ep. 85)

Scaling Wealth Practices Through Systems with Terry Wheeler (Ep. 84)

Entrepreneurial Transformation Through Delegation, Growth, and Optimizing Time (Ep. 83)

Strategic Growth Amid Market Volatility with Tom Rozman (Ep. 82)

Tom Haines: Forecasting the Future of Fixed Index Annuities (Ep. 81)

Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025 (Ep. 80)

Popular Podcasts

Turning Knowledge Into Action: Tax Planning Insights with Steven Jarvis, CPA (Ep. 99)

The Heart of Leadership: Embracing Change and Building Legacy with Steve Kerns (Ep. 98)