Advisor Mentorship Podcast

Jeremy Houser
  • 5.0 (3)
  • ECONOMÍA Y EMPRESA
  • CADA DOS SEMANAS

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. HACE 15 H

    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 ratings reveal about long-term performance potential? In this episode, Jeremy Houser speaks with Laurence Black, Founder of The Index Standard®, about how his team … Read More Read More

    47 min

  2. 25 NOV

    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 benefits, legal structures, and quality of life for someone who will need support forever? In this episode, Jeremy Houser interviews Mary Anne Ehlert, CEO and … Read More Read More

    59 min

  3. 11 NOV

    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 Houser, for a conversation about growth, family, and what it really means to build a life together. Married since 2017, Christina and Jeremy open up about … Read More Read More

    49 min

  4. 28 OCT

    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

  5. 14 OCT

    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

  6. 1 OCT

    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

  7. 16 SEP

    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

  8. 1 SEP

    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
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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.

Información

  • Creador
    Jeremy Houser
  • Años de actividad
    2021 - 2025
  • Episodios
    103
  • Clasificación
    Apto
  • Copyright
    Copyright 2021© The Advisor Mentorship Podcast
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    Advisor Mentorship Podcast