Advisor Mentorship Podcast
Latest Episodes
Growing Together: Marriage, Mindset, and Milestones with Christina Houser (Ep. 100)
A hundred episodes, three kids, and one unstoppable partnership. In this special milestone of the Advisor Mentorship Podcast, Jeremy Houser is joined by his favorite guest, his wife, Christina Houser,
Turning Knowledge Into Action: Tax Planning Insights with Steven Jarvis, CPA (Ep. 99)
Most advisors understand that taxes impact every financial decision, yet few make tax planning part of their process. Steven Jarvis, CPA, is on a mission to change that by helping advisors build conf
The Heart of Leadership: Embracing Change and Building Legacy with Steve Kerns (Ep. 98)
Change challenges every leader, but it also shapes character, culture, and legacy. How do you lead when everything around you is shifting? How do you build a culture that lasts beyond your own leaders
Leading with Data: Elevating Team Potential with Kellie Fern (Ep. 97)
Leaders often think they understand themselves and their teams, but research shows otherwise. Self-awareness and communication are frequently overlooked, even though theyre the foundation of building
Getting Your Ducks in a Row: Scott Leonardi on Retirement & Change (Ep. 96)
Change can feel uncomfortable, but it often opens the door to growth. How do you adapt your business, embrace new tools, and still stay true to building strong client relationships? How do you bring a
Redefining Index Design and Value Creation with Alan Grissom (Ep. 95)
Innovation in indexing is reshaping the way advisors deliver value to clients. What happens when you blend insurance insight with market index design? How can efficiency and transparency create strong
Business Lessons from the Boat: Culture, Standards, and the Value of Experience (Ep. 94)
Sometimes it takes stepping away to see your life and business with fresh eyes. In this episode, Jeremy Houser shares reflections from a cruise through Europe, his first time abroad without the kids,
Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer (Ep. 93)
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 with clarity and precision. In this episode, Jer
Unstoppable Ascent: Rod Mims on Athene’s Rise to the Top (Ep. 92)
From launching a retail annuity business to becoming the leading annuity distributor, Athenes journey is a masterclass in growth and adaptability. This week, Jeremy Houser sits down with Rod Mims, EV
From Practice to Enterprise: Scaling with Intention with Duncan MacPherson (Ep. 91)
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 Mac





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