Advisor Mentorship Podcast

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

Recent Episodes

Best Practices For The Fourth Quarter with Roger Smith (Ep. 25)

Posted September 28, 2022 • 00:21:38

2022 has been an ever-changing environment for advisors.

Due to the change from the global pandemic to now feeling some sort of normalcy, there...

Wrapping Up The Third Quarter — The Power Of The Pen (Ep. 24)

Posted September 14, 2022 • 00:18:42

In January, the year ahead seems so long, but suddenly, Labor Day hits, and we look back and realize we are ready to wrap up the third quarter.

Throughout...

Houser Party of Four — Welcoming Baby Olivia (Ep. 23)

Posted August 10, 2022 • 00:21:20

After a long-awaited 9 months, Jeremy Houser and his wife Christina are overjoyed to welcome their newborn, Olivia.

In this episode, Jeremy...

Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo (Ep. 22)

Posted July 20, 2022 • 00:30:14

In the last couple of years, there has been a shift in businesses, creating an abundance of advisors working virtually.

But it is not as easy...

A Mid-Year Review: Here’s How Advisors Can Continue Growing (Ep. 21)

Posted July 7, 2022 • 00:19:58

While gaining outreach in such a saturated market can be extremely challenging, this year has been very prosperous for advisors.

This week,...