Advisor Mentorship Podcast

Growing an advisory business can create a new set of pressures. More clients can mean less capacity, more operational work, and harder decisions about what comes next. In this episode, Jeremy Houser speaks with Mike Nimmo, CFP®, Senior Vice President of Simplicity Wealth, about how advisors can approach growth, scale, and succession planning. Mike explains how marketing, planning, trading, operations, tax planning, and compliance support can extend an advisor’s team while preserving their brand

AI can help financial advisors create content and work more efficiently, but what happens when client data, advertising rules, and compliance enter the picture? In this episode, Jeremy Houser speaks with Jared Margolies, Director of Compliance at Simplicity Group Holdings, about AI, cybersecurity, advertising, and advisor marketing. Jared explains what advisors should consider before sharing data with AI tools, how compliance teams can support content creation, and where testimonials, online rev

Financial advisory firms are facing major changes in how clients find advisors, how practices grow, and who will serve the next generation of investors. Preparing early can make those changes easier to manage. In this episode, Jeremy Houser explores how independent financial advisors can build stronger businesses through systems, team development, digital visibility, and succession planning. He examines the coming advisor retirement wave, the trillions of dollars expected to change hands, and ho

Financial advisors can publish constantly and still struggle to turn attention into trust. A clearer approach starts with being useful, consistent, easy to understand, and available when clients need help. In this episode, Jeremy Houser talks with Thomas Kopelman, Co-Founder of AllStreet Wealth, about building an advisory business through social media and referrals. Thomas explains how educational content has created a steady flow of qualified prospects, why advisors should write the way clients

Many financial advisors spend years trying different marketing tactics without feeling like they’re reaching the right people. What if attracting better clients had less to do with chasing leads and more to do with showing who you really are, building trust online, and creating meaningful relationships before the first conversation ever happens? In this episode, Jeremy Houser sits down with Derek Notman, CFP®, CEO of Couplr AI, to discuss how advisors can rethink client acquisition by focusing o

Helping clients create dependable retirement income has become one of the biggest challenges financial professionals face as pensions continue disappearing. In this episode, Jeremy Houser welcomes Grant Kvalheim, CEO of Athene to discuss how the retirement income industry is evolving. Grant shares Athene’s approach to long-term growth, transparency, product innovation, and private credit investing while explaining why lifetime income continues to become a larger part of retirement planning. He a