Advisor Mentorship Podcast
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Recent Episodes
How Advisors Can Prepare for Gen X, AI, and the Next Wealth Shift (Ep. 114)
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…
Narrative-Driven Investing with Ronnie Sadka (Ep. 113)
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…
Using AI to Move Faster, Connect Deeper, and Win More Clients with Matt Halloran (Ep. 112)
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…
Building Leadership Habits That Turn Vision Into Results with David Butler (Ep. 111)
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…
The Metrics That Actually Grow an Advisory Firm with Molly Pierce (Ep. 110)
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…
Building Authority in the AI Age: Authentic Content, Gen X Wealth, and the Modern Advisor (Ep. 109)
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…
Building Equity Value and Freedom Through Systems, Teams, and Strategic Growth (Ep. 108)
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…
From Frustation to Freedom with Jeff Maxey (Ep. 107)
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…
Setting Expectations in Premium Financing for High-Net-Worth Clients with Vincent Munno (Ep. 106)
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…
Building a One-of-a-Kind Advisory Firm That Can Scale with Mike Milligan, CFP® (Ep. 105)
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…
What Top Economist Dr. Campbell Harvey Sees Coming Next (Ep. 104)
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…
Preparing Advisory Practices for 2026 With Digital Systems That Scale (Ep. 103)
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,…
Volatility Control Indexes: What Advisors Need to Know Now with Laurence Black (Ep. 102)
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…
Planning Protected Tomorrows For Families With Disabilities With Mary Anne Ehlert (Ep. 101)
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…
Growing Together: Marriage, Mindset, and Milestones with Christina Houser (Ep. 100)
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…
Turning Knowledge Into Action: Tax Planning Insights with Steven Jarvis, CPA (Ep. 99)
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…
The Heart of Leadership: Embracing Change and Building Legacy with Steve Kerns (Ep. 98)
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…
Leading with Data: Elevating Team Potential with Kellie Fern (Ep. 97)
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…
Getting Your Ducks in a Row: Scott Leonardi on Retirement & Change (Ep. 96)
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…
Redefining Index Design and Value Creation with Alan Grissom (Ep. 95)
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…
Frequently Asked Questions
Advisor Mentorship Podcast has published 115 episodes since August 2021, covering topics in Business, Entrepreneurship.
Advisor Mentorship Podcast is currently highly active with new episodes every 2 weeks. Average episode length is 33m.
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