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 to successfully build a 21st century advisory practice, and discover how developing a work-life balance is not only possible but achievable.

Episodes

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

July 1, 2025 • 56 mins

Growth in financial advising demands a balance between serving current clients effectively and exploring transformative strategies for business development. This week, Jeremy Houser engages Duncan MacPherson, founder and CEO of Pareto Systems, to uncover principles for scaling a financial advisory practice while enhancing client relationships. From mastering practice management to leveraging technology like AI, Duncan …

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Building Momentum Through Systems, Training, and Delegation (Ep. 90)

June 17, 2025 • 45 mins

Growth is possible, even in a slower market, when advisors focus on what matters most. In this episode, Jeremy Houser checks in with listeners on personal and professional wins while sharing how his team continues to outperform the broader industry. He breaks down the tools, training, and strategies that have helped advisors thrive in 2025 …

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Beyond Financial Planning: Integrating Real Estate and Legacy with Mark Taylan, CRPC (Ep. 89)

May 27, 2025 • 49 mins

Financial advising can extend far beyond numbers—it’s about building trust, adapting strategies, and planning for a meaningful legacy. In this episode, Jeremy Houser speaks with Mark Taylan, CRPC, Founder and Managing Director at Advisors360 LLC, about his journey in blending real estate expertise with financial planning to create a client-focused legacy. They discuss Mark’s unique …

Building Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme (Ep. 88)

May 13, 2025 • 44 mins

Financial advice isn’t just about the numbers. It’s about understanding the people behind them. In this episode, Jeremy Houser sits down with Ashley Quamme, LMFT, FBS®, CFT™, founder of Beyond the Plan®, to explore the emotional and behavioral aspects of financial advising. They explore how financial professionals can use emotional intelligence to build stronger relationships …

Mastering Sales: Avoid Bad Habits and Remove Pressure with Marc Lamson (Ep. 87)

April 29, 2025 • 44 mins

What’s the number one habit salespeople should avoid? Join Jeremy Houser on the Advisor Mentorship Podcast, where he engages with special guest Marc Lamson, President of ASLAN, to dive into the essentials of other-centered selling. Nail down the habits that may be holding you back and discover how beliefs can drive behaviors in impactful ways. …

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Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors (Ep. 86)

April 15, 2025 • 37 mins

The financial advisory business is on the cusp of a massive transformation! Is your firm ready to catch the wave of the Silver Tsunami? Are you prepared to engage with the next generation of clients who communicate and consume information very differently? In this episode, Jeremy Houser discusses the challenges and opportunities facing financial advisors …

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

April 1, 2025 • 41 mins

With tax laws set to change and political uncertainty shaping the economy, financial professionals must stay ahead of the curve. How can advisors prepare their clients for potential tax hikes? What does the current administration mean for financial markets and regulations? In this episode, Jeremy Houser speaks with Jeff Bush, founder of The Washington Update, …

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

March 18, 2025 • 51 mins

Building a thriving financial practice is not about working harder but working smarter. How can systems transform how you serve clients and expand your business’s reach? How do emotional connections and holistic strategies pave the way for growth? In this episode, Jeremy Houser interviews Terry Wheeler of WE Alliance Wealth Advisors, who shares his journey …

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

March 4, 2025 • 47 mins

Time is the most valuable asset for any entrepreneurial CEO. Knowing how to delegate effectively and implement scalable processes can lead to not only higher revenue but also a better work-life balance. In this episode, Jeremy Houser shares key strategies that have helped advisors increase their income while reducing stress. He explores the importance of …

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

February 19, 2025 • 40 mins

Volatile markets demand innovative strategies, and 2025 presents both challenges and opportunities. This week, host Jeremy Houser speaks with Tom Rozman, Chief Investment Officer of Simplicity Wealth, about strategies to thrive during market uncertainty. They explore leveraging tax-efficient tools, understanding market trends, and enhancing client relationships through innovation and teamwork. Tom discusses: Strategies to enhance ...

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

February 4, 2025 • 49 mins

2025 holds immense potential for growth and transformation within the fixed index annuity space. High interest rates, changing market dynamics, and evolving client needs are creating new opportunities for financial advisors. In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Tom Haines, EVP of Capital Markets & Index Solution at Annexus, …

Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025 (Ep. 80)

January 21, 2025 • 39 mins

Uncertainty defines the future, but clear insights can help us prepare for what lies ahead. What does the second Trump administration mean for the economy? How will markets react to tax cuts, tariffs, and AI advancements? In this episode, Jeremy Houser interviews Professor Jeremy Siegel from the Wharton School to discuss economic trends, stock market …

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Proven Habits and Social Media Strategies for Growth (Ep. 79)

January 9, 2025 • 36 mins

Growth is not just about working harder; it’s about working smarter with a clear vision and the right systems in place. In this episode, Jeremy Houser kicks off 2025 by sharing essential strategies for business growth and efficiency. From embracing new habits to leveraging social media, he breaks down how advisors can refine their processes, …

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The Future of Advisor Marketing with Matt Halloran (Ep. 78)

December 23, 2024 • 41 mins

Marketing for financial advisors is evolving faster than ever, with new tools and strategies reshaping client engagement and business growth. How can advisors prepare for 2025 and beyond while building authentic client relationships? In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Matt Halloran, co-founder of ProudMouth, to explore game-changing tactics …

How to 10X: Transforming Advisors into CEOs (Ep. 77)

December 10, 2024 • 27 mins

How can advisors elevate their practice from transactional interactions to becoming true CEOs of their business? In this episode, Jeremy Houser shares strategies for financial advisors to transition from daily operations to strategic leadership. He highlights the importance of delegation, embracing a digital presence, and building high-performing teams to amplify business impact. From leveraging habits …

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Elevating Financial Advisory Through Joy and Purpose with Larry Sprung (Ep. 76)

November 26, 2024 • 33 mins

What does it take to grow your advisory firm while staying true to your values? In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Larry Sprung, Founder of Mitlin Financial and esteemed Investopedia Advisor Council member. They dive into the power of creating a purpose-driven business and how Mitlin Financial has …

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Roadmap For Success with Tony Sifuentes (Ep. 75)

November 12, 2024 • 29 mins

What can independent advisors learn from 20 years of experience? In this episode, Jeremy Houser connects with Tony Sifuentes, the VP Advisor Development Consultant at Simplicity InsurMark, who brings over two decades of experience in the financial services industry. This conversation highlights proven strategies to help advisors maximize their potential, offering fresh insights into business …

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Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA (Ep. 74)

October 29, 2024 • 41 mins

Can you lead your business through change without losing balance? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Rob Ferguson, CEO of Ferguson Alliance, to explore how independent advisors can differentiate themselves through effective restructuring and strategic planning. You’ll gain insights on how to evolve from a salesperson to a …

From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

October 15, 2024 • 41 mins

Success isn’t just about working harder—it’s about working smarter and knowing when & how to scale. In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Michael Ginsberg, founder of Ginsberg Financial Strategies, who shares his remarkable journey from being a solo advisor to building a thriving team, highlighting the dramatic impact …

Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson (Ep. 72)

October 1, 2024 • 31 mins

Balancing multiple businesses and a fulfilling personal life is a challenge many entrepreneurs face. How do you manage a thriving career while maintaining a strong family foundation? How do you leverage social media to grow your brand and connect with clients? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Chad …

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Advisor Mentorship Podcast

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}From Practice to Enterprise: Scaling with Intention with Duncan MacPherson (Ep. 91)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Building Momentum Through Systems, Training, and Delegation (Ep. 90)

Beyond Financial Planning: Integrating Real Estate and Legacy with Mark Taylan, CRPC (Ep. 89)

Building Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme (Ep. 88)

Mastering Sales: Avoid Bad Habits and Remove Pressure with Marc Lamson (Ep. 87)

Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors (Ep. 86)

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

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

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

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

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

Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025 (Ep. 80)

Proven Habits and Social Media Strategies for Growth (Ep. 79)

The Future of Advisor Marketing with Matt Halloran (Ep. 78)

How to 10X: Transforming Advisors into CEOs (Ep. 77)

Elevating Financial Advisory Through Joy and Purpose with Larry Sprung (Ep. 76)

Roadmap For Success with Tony Sifuentes (Ep. 75)

Using Leadership Agility to Scale Your Business with Rob Ferguson, CEPA (Ep. 74)

From Solo Advisor to CEO with Michael Ginsberg, CFP, JD (Ep. 73)

Mastering the Game: Proven Systems for Thriving Financial Advisors with Chad Willardson (Ep. 72)

Popular Podcasts

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

Building Momentum Through Systems, Training, and Delegation (Ep. 90)