The Advisors Business Hour

Sherry Sarver Johnson and Jeff Mount
  • 5.0 (1)
  • Marketing
  • Updated Monthly

The Advisors Business Hour Podcast: The Heart & Hustle of Building a Great Advisory Business. We aim to empower financial advisors with the knowledge, tools, and inspiration they need to build thriving practices that serve their clients exceptionally well while creating sustainable success for themselves. Created by Jeff Mount, Financial Advisor & Growth Strategist, and hosted by Sherry Sarver Johnson, or BraveHeartsTV; this podcast is where financial advisors gain proven strategies, real-world stories, and ethical growth frameworks to scale with purpose and confidence. Through expert insights, advisor spotlights, and case studies, we bridge the gap between purpose-driven marketing and modern growth tactics. Each episode is designed to help advisors: -Differentiate themselves in a crowded marketplace -Attract and retain ideal clients -Learn practical strategies they can put to work immediately -Explore powerful growth tools like the Sponsor Method 🎙️ Signature segments include Jeff’s Growth Blueprint, Advisor Spotlights, Success Stories, and Toolbox Tuesdays. If you’re a financial advisor who wants to grow your practice ethically, sustainably, and profitably, this is your hour. 👉 Learn more at AdvisorsBusinessHour.com |                                                             👉 Info@AdvisorsBusinessHour.com

Episodes

  1. May 21

    Verbal Tennis Jeff Mount’s Power Serve for Better Advisor Conversations

    In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson unpack Jeff’s “Verbal Tennis” approach, a smarter way to start prospect conversations by creating curiosity, encouraging engagement, and resisting the urge to over-explain too soon. Jeff connects lessons from his background as a professional tennis player to real-world advisor communication, networking, and sales conversations. The heart of the episode is simple: better sales conversations are not monologues. They are exchanges. Jeff explains why long elevator speeches often fall flat, why advisors should stop trying to answer every question too early, and how a short, challengeable opening can create the kind of interest that leads to a deeper follow-up conversation. Sherry and Jeff also discuss  how “Verbal Tennis” fits into a larger process of Discover, Diagnose, Design, and Deliver, and why too many advisors rush past discovery before they truly understand the client, the stakes, and the consequences of inaction. If you have ever wondered why some prospect conversations spark real momentum while others stall out, this episode offers a memorable framework you can start using right away. In this episode: Why long elevator speeches often miss the markHow “Verbal Tennis” creates curiosity and engagementWhy better advisor conversations start before the pitchThe role of discovery in stronger sales outcomesWhy it is a dialogue, not a monologueLearn more at Caddis.biz or reach Jeff at Jeffrey@caddis.biz. 🎧Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions. For resources, show notes, and links to featured strategies, visit AdvisorsBusinessHour.com. To learn more about Jeff’s work with financial advisors, visit Caddis.biz. And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com. Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

    32 min

  2. Apr 23

    Trust, Connection, and the Real Power of Influence

    What really moves people forward in an advisor conversation? In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson sit down with Terry Blackburn, Founder & Director of The Wealthy Advisers Club and author of The Life Insurance Playbook, for a powerful conversation about trust, connection, timing, and the real power of influence. Too often, advisors focus on technique alone — better scripts, better wording, better closes. But as this episode explores, people do not make important decisions based on technique alone. They move when they feel trust. When they feel understood. When the timing feels right. Terry shares why so many professionals do not have a product problem nearly as much as they have a communication problem, and why better questions, stronger emotional connection, and more intentional follow-up can completely change the outcome of a conversation. He also brings insight from more than 16 years of building and scaling financial services businesses, training sales professionals, and helping advisers improve performance through better marketing, better conversations, and stronger business strategy. If you have ever had a prospect meeting seem to go well, only to lose momentum later, this episode gets to the heart of why. In this episode, we discuss:Why people decide emotionally firstThe difference between technique and true influenceHow trust and certainty shape better advisor conversationsWhy asking better questions changes everythingThe role of timing, follow-up, and emotional connection in moving people forwardThis is a thoughtful, practical episode for advisors who want to communicate more effectively, build stronger trust, and create better outcomes. You can also check out Terry’s book, The Life Insurance Playbook: The Systems & Scripts That Have Generated Millions in Commissions, and learn more about The Wealthy Advisers Club. 🎧Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions. For resources, show notes, and links to featured strategies, visit AdvisorsBusinessHour.com. To learn more about Jeff’s work with financial advisors, visit Caddis.biz. And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com. Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

    39 min

  3. Mar 26

    Why Advisors Lose Momentum with Good Prospects and How to Fix it

    Short Summary:  Why do good prospect meetings sometimes stall even when everything seems to be going well? In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson explore the hidden decision dynamics that advisors often miss. From social styles and motivators to tactical empathy and trust-building, this conversation is packed with practical insights to help advisors stop rushing the wrong moments and start guiding prospects more effectively. Plus, Jeff shares a real-world story of how patience, awareness, and reading the room helped win an $80 million relationship. Full Description: In this episode of The Advisors Business Hour, created and hosted by Jeff Mount of Caddis, LLC and Sherry Sarver Johnson or Beneficial Business Solutions, we unpack a challenge every advisor has faced: a prospect seems engaged, the meeting feels strong, and yet the business still stalls. The conversation explores why that happens and how advisors can avoid losing momentum by rushing the wrong moments. Jeff breaks down how social styles shape the way clients and prospects make decisions, what motivates them to open up, and why closing really begins long before the close. You’ll hear why some people need proof, some need reassurance, some need power and control, and some need trusted outside voices involved early in the conversation. The episode also dives into tactical empathy, better question-asking, and how to surface what people are really worried about before hesitation turns into delay. Jeff shares why advisors often miss hidden decision dynamics, how drivers can push conversations too fast, and why trust has to be built even when a prospect seems ready to move quickly. You’ll also hear a powerful real-world story about an advisor who refused to be rushed, stayed composed under pressure, and ultimately won an $80 million relationship by reading the room instead of forcing the moment. If you want to become more effective in prospect meetings, improve follow-through, and better understand the human side of decision-making, this is an episode you won’t want to miss. To learn more about Jeff’s Wisdom Training, visit AdvisorsBusinessHour.com/wisdomtraining. 🎧Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions. For resources, show notes, and links to featured strategies, visit AdvisorsBusinessHour.com. To learn more about Jeff’s work with financial advisors, visit Caddis.biz. And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com. Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

    25 min

  4. Feb 26

    Grow, Maintain, Exit: The Achievable Lifecycle Plan for Financial Advisors

    In this episode of The Advisors Business Hour, Sherry Sarver Johnson of Beneficial Business Solutions and co-host Jeff Mount, President of Caddis, LLC, unpack a simple but powerful framework Jeff teaches in his live presentations: Grow, Maintain, Exit. If you have ever wondered when you should start thinking about succession, how to scale without burning out, or what actually makes an advisory practice “buyable,” this conversation gives you a practical roadmap. You will move from early-stage momentum, to building repeatable systems, to creating a turnkey firm that can command a stronger multiple when it is time to sell. In this episode, you will learn:Why “Grow” is not just about getting clients. It is about building trust in a crowded market.What “Maintain” really means: scaling delivery, tightening operations, and reducing key-person risk.The hidden value driver most advisors skip: an operations manual and documented processes.Jeff’s “sales map” approach to identifying what to fix first, based on peer comparisons.Why customization can become a bottleneck, and how models and systems create leverage.The point in the lifecycle when you should start designing the exit, which is sooner than most think.How automation and omnichannel marketing make your business more resilient and transferable.Perfect for: advisors in growth mode, advisors preparing to break away, and advisors who want to build a practice that runs smoother now and sells smarter later. Subscribe for weekly conversations on the heart and hustle of building your ideal advisory practice. 🎧Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions. For resources, show notes, and links to featured strategies, visit AdvisorsBusinessHour.com. To learn more about Jeff’s work with financial advisors, visit Caddis.biz. And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com. Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

    24 min

  5. Jan 22

    Advisors Websites That Win | Clear Niche, Clear CTA, Clear Next Step

    Most advisor websites are doing one job: proving you exist. But a great website does something very different. It creates trust fast, speaks directly to your best-fit client, and builds an actual pipeline you can nurture. In this episode of The Advisors Business Hour, Sherry Sarver Johnson sits down with Jeff from Caddis, LLC to break down what makes an advisor website work in 2026, and what quietly kills credibility. You will learn: Why “electronic business card” sites lose opportunitiesThe fastest trust builders: tone, clarity, and client-first languageWhy niching down beats trying to appeal to everyoneThe silent killers: dated templates, complicated navigation, no CTAHow SEO and “ranking in AI” changes the website gameWhy a funnel helps, and why the buyer journey is never linearA website is not a credential. It is the first step of trust-building. Advisors Business Hour Episode 4Most advisor sites are advisor-centric. Convert to client-centric language and outcomes. Advisors Business Hour Episode 4Niching down is not limiting. It reduces competition and increases relevance. Advisors Business Hour Episode 4Visual credibility matters, but messaging must match the design. Advisors Business Hour Episode 4Decide the website’s primary goal: organic client growth vs advisor recruiting. Advisors Business Hour Episode 4The funnel is useful when it separates marketing (attract, qualify) from sales (convert). Advisors Business Hour Episode 4The prospect journey is messy. Your presence has to bring them back after distractions. Advisors Business Hour Episode 4SEO still matters, and “ranking in AI” is becoming a new battleground for visibility. Advisors Business Hour Episode 4“Silent killers” website checklist (copy for a carousel or post) No differentiation, looks like everyone elseDated template vibesNo clear call-to-actionComplicated navigationBoardroom stock photo cultureAdvisor-centric copy instead of client-centric outcomes Advisors Business Hour Episode 4 🎧Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions. For resources, show notes, and links to featured strategies, visit AdvisorsBusinessHour.com. To learn more about Jeff’s work with financial advisors, visit Caddis.biz. And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com. Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

    28 min

  6. 12/17/2025

    How AI Failed Us and What It Means for Advisors

    🎙️ Episode 3: How AI Failed Us and What It Means for Advisors.  In this candid episode of The Advisors Business Hour, Jeff Mount, Financial Advisor and Growth Strategist, and Sherry Sarver Johnson of Beneficial Business Solutions share an experiment that didn’t go as planned. They tried using AI-generated voices to record the show. Technically, it worked. Emotionally, it failed. That failure sparked a deeper conversation every advisor needs to hear right now. This episode explores why AI, despite its power, cannot replace the human elements that build trust: tone, empathy, presence, lived experience, and emotional intelligence --- especially in a profession where clients entrust you with their financial future. You’ll learn: What went wrong in our AI experiment and why it matteredWhy efficiency is not the same as connectionThe difference between information and reassuranceThe real fears advisors have about AI and what’s actually trueWhere AI does belong in an advisor’s practice (and where it doesn’t)“AI can give you information. But only humans can give you reassurance.” If you’re an advisor navigating the balance between technology and trust, this episode will help you use AI wisely without losing the human connection your clients rely on. 🎙️ The Advisors Business Hour — hosted by Jeff Mount, president of Caddis LLC and Sherry Sarver Johnson president of Beneficial Business Solutions and BraveHeartsTV. Helping advisors grow ethically, sustainably, and with purpose. 👉 Follow the show on LinkedIn and subscribe on your favorite podcast platform so you don’t miss Episode 4: How Your Website Might Be Failing You — and What to Do About It. 🎧Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions. For resources, show notes, and links to featured strategies, visit AdvisorsBusinessHour.com. To learn more about Jeff’s work with financial advisors, visit Caddis.biz. And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com. Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

    28 min

  7. 11/12/2025

    Motivating Clients and Prospects | The Psychology of Inspired Action

    🎧 Episode 2: Motivating Clients & Prospects — The Psychology of Inspired Action What truly motivates clients to take action? It’s not charts. It’s not logic. It’s belief. In this powerful episode, Jeff Mount, Financial Advisor and Growth Strategist, joins Sherry Sarver Johnson of Beneficial Business Solutions to unpack the psychology behind motivation — and how top advisors inspire clients and prospects to move from hesitation to action. Discover how to identify your client’s social style, tailor your communication to their decision-making process, and build emotional alignment that leads to lasting trust. You’ll learn: ✅ Why logic alone rarely drives behavior — and what does ✅ How to motivate different social styles (Analytic, Driver, Expressive, Amiable) ✅ Jeff’s 3-Step Motivation Map to turn clarity into confidence ✅ The psychology behind the phrase “Are you opposed to action?” — and why it works ✅ How empathy, consistency, and small wins build unstoppable momentum “Our job is to turn hesitation into hope — and hope into a plan.” – Jeff Mount  Whether you’re nurturing long-term clients or converting new prospects, this episode will show you how to create meaningful motivation that lasts long after the meeting ends. 🎙️ The Advisors Business Hour — Created and hosted by Sherry Sarver Johnson and Jeff Mount is produced by BraveHeartsTV. Helping advisors grow ethically, sustainably, and with purpose. 📘 Download the free Motivation Map Worksheet → TheAdvisorsBusinessHour.com 🎧Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions. For resources, show notes, and links to featured strategies, visit AdvisorsBusinessHour.com. To learn more about Jeff’s work with financial advisors, visit Caddis.biz. And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com. Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

    15 min
  8. The Advisors Business Hour - EP 1

    10/15/2025

    The Advisors Business Hour - EP 1

    Episode 1: Welcome to The Advisors Business Hour: The Heart & Hustle of Building a Great Advisory Business Referrals are the lifeblood of every thriving advisory practice, but most advisors treat them like luck instead of a strategy. In this premier episode of The Advisors Business Hour, hosts Sherry Sarver Johnson, president of Beneficial Business Solutions and Jeff Mount, President of Caddis LLC, break down how to turn client referrals into a predictable, ethical growth engine.You’ll learn: Why referrals outperform cold outreach, ads, and seminarsThe biggest mistakes advisors make when asking for referralsA 4-step system to spark consistent introductionsJeff’s “Client Impact Question” — the one line that naturally inspires new referrals A real-world case study of an advisor who grew from $80M to $120M AUM in 18 monthsIf you’ve ever wished new clients came in through warm introductions instead of cold leads, this episode will show you exactly how to make it happen  with authenticity, professionalism, and heart. Whether you’re just starting out or leading an established firm, this episode sets the tone for what’s ahead: Real stories, actionable insights, and the tools to help you grow with confidence. **Subscribe now** and don’t miss a single conversation that helps you turn purpose into performance. 🎧 Created by Sherry Sarver Johnson and Jeff Mount. Produced by BraveHeartsTV Network. 🎧Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions. For resources, show notes, and links to featured strategies, visit AdvisorsBusinessHour.com. To learn more about Jeff’s work with financial advisors, visit Caddis.biz. And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com. Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

    15 min
  • 8 Episodes

About

The Advisors Business Hour Podcast: The Heart & Hustle of Building a Great Advisory Business. We aim to empower financial advisors with the knowledge, tools, and inspiration they need to build thriving practices that serve their clients exceptionally well while creating sustainable success for themselves. Created by Jeff Mount, Financial Advisor & Growth Strategist, and hosted by Sherry Sarver Johnson, or BraveHeartsTV; this podcast is where financial advisors gain proven strategies, real-world stories, and ethical growth frameworks to scale with purpose and confidence. Through expert insights, advisor spotlights, and case studies, we bridge the gap between purpose-driven marketing and modern growth tactics. Each episode is designed to help advisors: -Differentiate themselves in a crowded marketplace -Attract and retain ideal clients -Learn practical strategies they can put to work immediately -Explore powerful growth tools like the Sponsor Method 🎙️ Signature segments include Jeff’s Growth Blueprint, Advisor Spotlights, Success Stories, and Toolbox Tuesdays. If you’re a financial advisor who wants to grow your practice ethically, sustainably, and profitably, this is your hour. 👉 Learn more at AdvisorsBusinessHour.com |                                                             👉 Info@AdvisorsBusinessHour.com

Information

  • Creator
    Sherry Sarver Johnson and Jeff Mount
  • Years Active
    2025 - 2026
  • Episodes
    8
  • Rating
    Explicit
  • Copyright
    © Advisors Business Hour
  • Show Website
    The Advisors Business Hour