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

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

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

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,

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

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

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

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 t

Financial advising can extend far beyond numbersits about building trust, adapting strategies, and planning for a meaningful legacy. In this episode, Jeremy Houser speaks with Mark Taylan, CRPC, Fou

Financial advice isnt just about the numbers. Its about understanding the people behind them. In this episode, Jeremy Houser sits down with Ashley Quamme, LMFT, FBS, CFT, founder of Beyond the Pla