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
Helping clients create dependable retirement income has become one of the biggest challenges financial professionals face as pensions continue disappearing.
In this episode, Jeremy Houser welcomes Grant Kvalheim, CEO of Athene to discuss how the retirement income industry is evolving. Grant shares Athene’s approach to long-term growth, transparency, produc...
Financial advisors are under pressure to serve more clients, improve efficiency, and keep up with rapidly changing technology.
How do you use AI without losing the personal relationships that clients value most? And where should advisors begin if they want technology to improve their daily work instead of creating more complexity?
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Retirement planning isn’t only about finding higher returns. It’s also about deciding how different pieces of a portfolio work together over time.
What should advisors look for when evaluating indexed annuities? How can product design, diversification, and long-term thinking influence retirement outcomes?
In thi...
Technology is advancing quickly, and investors, business owners, and retirees are all trying to understand what it means for their future.
Will artificial intelligence create new opportunities, change career paths, reshape investing, or alter retirement planning? Understanding how innovation influences markets and personal finances may become increasingly import...
Today, clients are asking better questions online, and the firms that show up clearly may earn more attention.
What does your digital presence tell search tools, social platforms, and real prospects about who you help?
In this episode, Jeremy Houser talks with Samantha Russell, Chief Evangelist of FMG, about how financial a...
For financial advisors trying to grow in a world where AI, digital marketing, and client expectations are changing fast, one of the biggest questions right now is this:
How do you use technology to scale without losing the human connection that actually builds trust?
In this episode of the Advisor Mentorship Podcast, Jeremy...
Retirement planning is changing quickly, and advisors who fail to adapt may struggle to connect with the next generation of clients.
How are Gen X and millennials changing the conversation around retirement, income planning, and financial advice? What role will AI, digital marketing, and client experience play in the years ahead?
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Markets are often viewed through numbers, charts, and economic data, but there is another layer influencing how they move.
How can advisors better understand these forces and connect them to portfolio performance? And how can they explain those movements in a way that resonates with clients?
In this episode, Jeremy Ho...
Speed matters more than ever, but does faster mean less personal?
What if technology could actually help you build stronger relationships instead of replacing them?
In this episode, Jeremy Houser interviews Matt Halloran, Chief Evangelist at Zocks, about how AI is reshaping the way advisors operate and communicate. They exp...
Why do some leaders move forward with clarity while others stay stuck even when they know what to do?
The difference often comes down to habits, discipline, and how daily choices align with long-term goals.
In this episode, Jeremy Houser interviews David Butler, Fractional Chief Growth & Leadership Officer, about how ha...
Many advisors rely on instinct to run their business. But what happens when you replace guesswork with real numbers?
Understanding what drives growth, where prospects fall out of the funnel, and how marketing actually performs can change how a firm operates.
In this episode, Jeremy Houser interviews Molly Pierce, CEO of Tra...
Standing out today takes more than showing up. It requires clarity, consistency, and a message that actually connects.
Are you building a brand people trust, or just posting to stay visible?
In this episode, Jeremy Houser shares how advisors can adapt to AI, shifting consumer behavior, and the coming $84 trillion wealth tra...
What would it take for your business to operate without you? And how much value are you leaving on the table by building around yourself instead of around systems?
In this episode, Jeremy Houser speaks with Bob Zamary, Partner and Director of Practice Management at Simplicity, about helping advisors build enterprise value and long-term freedom. They outline the ...
Big growth strategies rarely fail because the ideas are bad; they fail because the business doesn’t have the systems to execute them.
What happens when you take the leap from “top producer” to “business owner”… and suddenly you’re responsible for hiring, operations, marketing, forecasting, and leadership on top of selling?
In this episode, Jeremy Houser sits down with Jeff Maxey, President...
Big financial strategies rarely fail because of numbers alone; they fail when expectations are unclear.
What happens when interest rates rise, returns pause, or assumptions change after a plan is already in motion?
In this episode, Jeremy Houser interviews Vincent Munno, Partner at Simplicity Group, about premium financing ...
Most advisory firms look similar on the surface, yet growth often stalls when everything is built around one person or a single approach.
What happens when you intentionally step away from one-size-fits-all thinking and design a firm around individuality, adaptability, and long-term vision?
In this episode, Jeremy Houser we...
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...
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