Advisor Mentorship Podcast

Jeremy Houser
  • 5.0 (3)
  • BUSINESS
  • UPDATED BIWEEKLY

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.

  1. OCT 28

    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 confidence, stay compliant, and add real value through intentional tax conversations. In this episode, Jeremy Houser talks with Steven Jarvis, Founder of Retirement … Read More Read More

    45 min

  2. OCT 14

    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 leadership? In this episode, Jeremy Houser talks with Steve Kerns, Founder of InsurMark and Executive Vice President of Business Relationships at Simplicity, … Read More Read More

    51 min

  3. OCT 1

    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 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 … Read More Read More

    53 min

  4. SEP 16

    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 awareness to crucial issues like long-term care while running a thriving practice? In this episode of the Advisor Mentorship Podcast, Jeremy … Read More Read More

    48 min

  5. SEP 1

    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 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 … Read More Read More

    51 min

  6. AUG 12

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

    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, … Read More Read More

    44 min

  7. JUL 29

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

    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 … Read More Read More

    47 min

  8. JUL 15

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

    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 … Read More Read More

    42 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

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.

Information

  • Creator
    Jeremy Houser
  • Years Active
    2021 - 2025
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    Copyright 2021© The Advisor Mentorship Podcast
  • Show Website
    Advisor Mentorship Podcast

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