As we kick off 2026, the economic headlines are loud, but the real story is in the data and the incentives behind it.In this episode, Jeremy Houser sits down with Dr. Campbell Harvey, Duke professor and Research Affiliates Director of Research, known for

As advisors wrap up 2025 and look ahead to 2026, many are rethinking how their practices operate day to day. Growth goals often stall when execution cannot keep pace with changing expectations, especially around digital visibility and team capacity.In th

Markets can shift quickly, and understanding the tools behind index design can help you guide clients with more clarity.How do you sort through complex crediting strategies, and what can index ratings reveal about long-term performance potential?In this

What happens when traditional financial planning falls short for families caring for loved ones with disabilities?How do you create a comprehensive plan that addresses not just money, but government benefits, legal structures, and quality of life for som

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, for a conversation about growth, family, and what it r

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 confidence, stay compliant, and add real value through inte

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 leadership?In this episode, Jeremy Houser talks with Steve Ke

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 effective organizations.In this episode, Jeremy House

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 awareness to crucial issues like long-term care while ru

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 stronger outcomes for clients and advisors alike?In this epi