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

Redefining Index Design and Value Creation with Alan Grissom (Ep. 95)

Posted September 1, 2025 • 00:50:47

Innovation in indexing is reshaping the way advisors deliver value to clients.

What happens when you blend insurance insight with market index...

Business Lessons from the Boat: Culture, Standards, and the Value of Experience (Ep. 94)

Posted August 12, 2025 • 00:44:05

Sometimes it takes stepping away to see your life and business with fresh eyes.

In this episode, Jeremy Houser shares reflections from a cruise...

Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer (Ep. 93)

Posted July 29, 2025 • 00:46:37

What began as a clunky Excel-based solution has transformed into a tool used by thousands of advisors to help clients make informed financial decisions...

Unstoppable Ascent: Rod Mims on Athene’s Rise to the Top (Ep. 92)

Posted July 15, 2025 • 00:41:30

From launching a retail annuity business to becoming the leading annuity distributor, Athene’s journey is a masterclass in growth and adaptability.

This...

From Practice to Enterprise: Scaling with Intention with Duncan MacPherson (Ep. 91)

Posted July 1, 2025 • 00:56:00

Growth in financial advising demands a balance between serving current clients effectively and exploring transformative strategies for business development.