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

Building a One-of-a-Kind Advisory Firm That Can Scale with Mike Milligan, CFP® (Ep. 105)

Posted January 20, 2026 • 00:55:04

Most advisory firms look similar on the surface, yet growth often stalls when everything is built around one person or a single approach.

What...

What Top Economist Dr. Campbell Harvey Sees Coming Next (Ep. 104)

Posted January 6, 2026 • 01:05:44

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...

Preparing Advisory Practices for 2026 With Digital Systems That Scale (Ep. 103)

Posted December 23, 2025 • 00:58:06

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...

Volatility Control Indexes: What Advisors Need to Know Now with Laurence Black (Ep. 102)

Posted December 9, 2025 • 00:46:50

Markets can shift quickly, and understanding the tools behind index design can help you guide clients with more clarity.

How do you sort through...

Planning Protected Tomorrows For Families With Disabilities With Mary Anne Ehlert (Ep. 101)

Posted November 25, 2025 • 00:58:55

What happens when traditional financial planning falls short for families caring for loved ones with disabilities?

How do you create a comprehensive...