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

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Recent Episodes

Growing Together: Marriage, Mindset, and Milestones with Christina Houser (Ep. 100)

Posted November 11, 202500:48:40

A hundred episodes, three kids, and one unstoppable partnership.

In this special milestone of the Advisor Mentorship Podcast, Jeremy Houser is...

Turning Knowledge Into Action: Tax Planning Insights with Steven Jarvis, CPA (Ep. 99)

Posted October 28, 202500:45:19

Most advisors understand that taxes impact every financial decision, yet few make tax planning part of their process. 

Steven Jarvis, CPA, is...

The Heart of Leadership: Embracing Change and Building Legacy with Steve Kerns (Ep. 98)

Posted October 14, 202500:50:46

Change challenges every leader, but it also shapes character, culture, and legacy.

How do you lead when everything around you is shifting? How...

Leading with Data: Elevating Team Potential with Kellie Fern (Ep. 97)

Posted October 1, 202500:52:50

Leaders often think they understand themselves and their teams, but research shows otherwise. Self-awareness and communication are frequently overlooked,...

Getting Your Ducks in a Row: Scott Leonardi on Retirement & Change (Ep. 96)

Posted September 16, 202500:48:08

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...