All Episodes
Advisor Mentorship Podcast — 113 episodes
Narrative-Driven Investing with Ronnie Sadka (Ep. 113)
Building Leadership Habits That Turn Vision Into Results with David Butler (Ep. 111)
The Metrics That Actually Grow an Advisory Firm with Molly Pierce (Ep. 110)
Building Authority in the AI Age: Authentic Content, Gen X Wealth, and the Modern Advisor (Ep. 109)
Building Equity Value and Freedom Through Systems, Teams, and Strategic Growth (Ep. 108)
From Frustation to Freedom with Jeff Maxey (Ep. 107)
Setting Expectations in Premium Financing for High-Net-Worth Clients with Vincent Munno (Ep. 106)
Building a One-of-a-Kind Advisory Firm That Can Scale with Mike Milligan, CFP® (Ep. 105)
What Top Economist Dr. Campbell Harvey Sees Coming Next (Ep. 104)
Preparing Advisory Practices for 2026 With Digital Systems That Scale (Ep. 103)
Volatility Control Indexes: What Advisors Need to Know Now with Laurence Black (Ep. 102)
Planning Protected Tomorrows For Families With Disabilities With Mary Anne Ehlert (Ep. 101)
Growing Together: Marriage, Mindset, and Milestones with Christina Houser (Ep. 100)
Turning Knowledge Into Action: Tax Planning Insights with Steven Jarvis, CPA (Ep. 99)
The Heart of Leadership: Embracing Change and Building Legacy with Steve Kerns (Ep. 98)
Leading with Data: Elevating Team Potential with Kellie Fern (Ep. 97)
Getting Your Ducks in a Row: Scott Leonardi on Retirement & Change (Ep. 96)
Redefining Index Design and Value Creation with Alan Grissom (Ep. 95)
Business Lessons from the Boat: Culture, Standards, and the Value of Experience (Ep. 94)
Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer (Ep. 93)
Unstoppable Ascent: Rod Mims on Athene’s Rise to the Top (Ep. 92)
From Practice to Enterprise: Scaling with Intention with Duncan MacPherson (Ep. 91)
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)
Running 100 Miles in One Month! (Ep. 71)
Institutionalizing Your Business for Long-Term Success with Ken McGee (Ep. 70)
How to Leverage Volatility in Today’s Market with Tony Barchetto (Ep. 69)
From Power Outages to Parenthood: Thriving Through Life’s Curveballs (Ep. 68)
Understanding the Past, Present, and Future of Annuities with Sheryl Moore (Ep. 67)
Are You Ready For the Truth with Jason Jenkins (Ep. 66)
Lessons Learned from a Top Advisors Team (Ep. 65)
The Entrepreneur Blueprint with Mike Milligan (Ep. 64)
Navigating Value in Dynamic Markets With Robert Shiller, Jeremy Siegel, and Tom Haines (Ep. 63)
Innovative Growth Opportunities For Advisors Right Now (Ep. 62)
Building an Effective Succession Plan with Colleen Bowler (Ep. 61)
Mastering Your Mindset with Ricky Kalmon (Ep. 60)
Elevating Advisor Productivity: Lessons from The 2024 Founder’s Club Experience (Ep. 59)
Growing a World-Class Wealth Management Practice With Chris Manske (Ep. 58)
Has Video Officially Killed The Radio Star? with Katie Braden (Ep. 57)
How To Leverage Life Insurance with Jeremy Bickler, CLU® (Ep. 56)
Ways to Influence in 2024 (Ep. 55)
Innovation & Diligence in Index Selection with Tom Haines (Ep. 54)
2023 to 2024: Reflecting and Projecting (Ep. 53)
Advisor Mentorship Program: The Evolution of AMP (Ep. 52)
How To 10X Your Success (Ep. 51)
Dimensional on Fixed Income, Volatility, and Long-Term Investing with Rob Harvey, CFA (Ep. 50)
Ascent to Greatness (Ep. 49)
Unleashing the Power of InsurMark: Processes Helping Advisors Win Business! (Ep. 48)
Why Entrepreneurs Want Simplicity with Bruce Donaldson (Ep. 47)
The New Administration Has Arrived with Jeff Maxey (Ep. 46)
A New Chapter: Discussing a Legacy with Steve Kerns (Ep. 45)
There Is No “I” In Team with Felicia Turner (Ep. 44)
Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)
Systems Work People Fail 2.0: Next Steps To Scale Your Business (Ep. 42)
Taking The Trip: Here’s What To Look Forward To at InsurMark (Ep. 41)
Athene’s Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40)
Solidifying Your Golden Years: Navigating Long-Term Care with Jeff Sather (Ep. 39)
The Power of Forecasting & How To Stand Out (Ep. 38)
The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP® (Ep. 37)
A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler (Ep. 36)
2023 So Far: Updates & Outlook (Ep. 35)
Exploring Advisor-Focused Platforms: Introducing Kai-Zen® and ILIA with Jeremy Bickler, CLU® (Ep. 34)
Reflecting on 2022 & Building on 2023 with Steve Kerns, Founder and President of InsurMark (Ep. 33)
The Art of Efficiency with Chad Burns (Ep. 32)
Wellness Is The Wealth with Stevyn Guinnip (Ep. 31)
2023 New Year’s Resolutions with Felicia Turner, Dave Ray, Binh Nguyen, and Maria Thibodeaux (Ep. 30)
2023 Business Planning: Advisors, Here’s The Advice You Need (Ep. 29)
Man in the Mirror: Reviewing 2022 (Ep. 28)
Celebrating Big Business Wins with Tim Whisler, CRPC®, CLTC® (Ep. 27)
The Value of Processes & Systems To Grow Your Business Virtually with Erich Castillo (Ep. 26)
Best Practices For The Fourth Quarter with Roger Smith (Ep. 25)
Wrapping Up The Third Quarter — The Power Of The Pen (Ep. 24)
Houser Party of Four — Welcoming Baby Olivia (Ep. 23)
Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo (Ep. 22)
A Mid-Year Review: Here’s How Advisors Can Continue Growing (Ep. 21)
Annexus: Your Innovative Annuities & Insurance Solutions Platform with Ron Shurts (Ep. 20)
Simplicity Life — Life Insurance Made Simple & Easy with Nathan Jacobson (Ep.19)
Creating Impactful Leaders through Greater Connection with Mike Milligan (Ep.18)
Systems and Processes that are Pushing Advisors (Ep. 17)
Adding Grit to Your Mindset with Austin Hatch (Ep. 16)
Getting Ahead of This Year’s First Quarter with Effective Systems (Ep. 15)
Leverage Your Mindset with Ricky Kalmon (Ep. 14)
Systems Work, People Fail – A Deep Dive For Action (Ep. 13)
12. My Backbone For Success with Christina Houser
11. Making the InsurMark Switch with Michael Ginsberg
10. Centering your Business Relationships for Longevity with Steve Kerns
9. Becoming an Expert to Create Solutions With Chad Owen
8. Learn from the Present and Set Goals for 2022
7. A Life Time® of Fitness and Health With Bryce Morris
6. The Process of Building Familiarity and Trust With Al Caicedo
5. Service Oriented Mindset as an Advisor with Roger Smith
4. How Are You Measuring Your Value?
3. The Independent Advisor: AMP sit down with Tim
2. Gravitate Towards Business Growth with Proven Processes and Systems
1. Meet Your Host, Jeremy Houser
Coming Soon!