Advisor Mentorship Podcast

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...

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 w...

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 dis...