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

Understanding Tax Reform and Political Shifts with Jeff Bush (Ep. 85)

Posted April 1, 2025 • 00:41:44

With tax laws set to change and political uncertainty shaping the economy, financial professionals must stay ahead of the curve.

How can advisors...

Scaling Wealth Practices Through Systems with Terry Wheeler (Ep. 84)

Posted March 18, 2025 • 00:51:48

Building a thriving financial practice is not about working harder but working smarter.

How can systems transform how you serve clients and expand...

Entrepreneurial Transformation Through Delegation, Growth, and Optimizing Time (Ep. 83)

Posted March 4, 2025 • 00:47:38

Time is the most valuable asset for any entrepreneurial CEO.

Knowing how to delegate effectively and implement scalable processes can lead to...

Strategic Growth Amid Market Volatility with Tom Rozman (Ep. 82)

Posted February 19, 2025 • 00:40:46

Volatile markets demand innovative strategies, and 2025 presents both challenges and opportunities.

This week, host Jeremy Houser speaks with...

Tom Haines: Forecasting the Future of Fixed Index Annuities (Ep. 81)

Posted February 4, 2025 • 00:49:26

2025 holds immense potential for growth and transformation within the fixed index annuity space. High interest rates, changing market dynamics, and...