Advisor Mentorship Podcast

Advisor Mentorship Podcast


Latest Episodes

Best Practices For The Fourth Quarter with Roger Smith (Ep. 25)
September 28, 2022

2022 has been an ever-changing environment for advisors. Due to the change from the global pandemic to now feeling some sort of normalcy, there have been a lot of changes and adjustments that have had

Wrapping Up The Third Quarter — The Power Of The Pen (Ep. 24)
September 14, 2022

In January, the year ahead seems so long, but suddenly, Labor Day hits, and we look back and realize we are ready to wrap up the third quarter. Throughout the year, there have been some big changes t

Houser Party of Four — Welcoming Baby Olivia (Ep. 23)
August 10, 2022

After a long-awaited 9 months, Jeremy Houser and his wife Christina are overjoyed to welcome their newborn, Olivia. In this episode, Jeremy talks about everything newborn and how his lifestyle has ev

Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo (Ep. 22)
July 20, 2022

In the last couple of years, there has been a shift in businesses, creating an abundance of advisors working virtually. But it is not as easy as it may seem. To successfully manage a virtual business

A Mid-Year Review: Here’s How Advisors Can Continue Growing (Ep. 21)
July 07, 2022

While gaining outreach in such a saturated market can be extremely challenging, this year has been very prosperous for advisors. This week, Jeremy Houser details ways to continue that growth for the

Annexus: Your Innovative Annuities & Insurance Solutions Platform with Ron Shurts (Ep. 20)
June 22, 2022

Advisors, its no secret that the annuity industry has substantially grown this year. So what better month to discuss annuities than June, which is Annuity Awareness Month? In this episode, Jeremy H

Simplicity Life — Life Insurance Made Simple & Easy with Nathan Jacobson (Ep.19)
June 08, 2022

Often, misinformation leads to a missed opportunity for high returns. Thankfully, we have the knowledge you need to help your clients make an informed decision on their life insurance. This week, the

Creating Impactful Leaders through Greater Connection with Mike Milligan (Ep.18)
May 11, 2022

Connecting a driven mindset with education and effective systems and practices uncovers record-breaking feats. In this episode, Jeremy Houser is joined by Mike Milligan, Founder of Ideas by Mike. Mike

Systems and Processes that are Pushing Advisors (Ep. 17)
April 27, 2022

Advisors face adversities on a daily basis, it is important to learn how to face these challenges with systems and processes to overcome them. In this episode, Jeremy Houser sits down to discuss the i

Adding Grit to Your Mindset with Austin Hatch (Ep. 16)
April 13, 2022

When faced with adversity, It is up to you to choose a mindset that will drive you towards success. When you establish a greater purpose, your grit will shine through. In this episode, Jeremy Houser i