Financial advisors are under pressure to serve more clients, improve efficiency, and keep up with rapidly changing technology. How do you use AI without losing the personal relationships that clients value most? And where should advisors begin if they want technology to improve their daily work instead of creating more complexity? In this episode, Jeremy …
Retirement planning isn’t only about finding higher returns. It’s also about deciding how different pieces of a portfolio work together over time. What should advisors look for when evaluating indexed annuities? How can product design, diversification, and long-term thinking influence retirement outcomes? In this episode, Jeremy Houser welcomes Tom Haines, Executive Vice President of Capital …
Technology is advancing quickly, and investors, business owners, and retirees are all trying to understand what it means for their future. Will artificial intelligence create new opportunities, change career paths, reshape investing, or alter retirement planning? Understanding how innovation influences markets and personal finances may become increasingly important in the years ahead. In this episode, …
Today, clients are asking better questions online, and the firms that show up clearly may earn more attention. What does your digital presence tell search tools, social platforms, and real prospects about who you help? In this episode, Jeremy Houser talks with Samantha Russell, Chief Evangelist of FMG, about how financial advisors can improve their …
For financial advisors trying to grow in a world where AI, digital marketing, and client expectations are changing fast, one of the biggest questions right now is this: How do you use technology to scale without losing the human connection that actually builds trust? In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits …
Retirement planning is changing quickly, and advisors who fail to adapt may struggle to connect with the next generation of clients. How are Gen X and millennials changing the conversation around retirement, income planning, and financial advice? What role will AI, digital marketing, and client experience play in the years ahead? In this episode, Jeremy …
Markets are often viewed through numbers, charts, and economic data, but there is another layer influencing how they move. How can advisors better understand these forces and connect them to portfolio performance? And how can they explain those movements in a way that resonates with clients? In this episode, Jeremy Houser interviews Ronnie Sadka, Founder …
Speed matters more than ever, but does faster mean less personal? What if technology could actually help you build stronger relationships instead of replacing them? In this episode, Jeremy Houser interviews Matt Halloran, Chief Evangelist at Zocks, about how AI is reshaping the way advisors operate and communicate. They explore how faster follow-ups, smarter systems, …
Why do some leaders move forward with clarity while others stay stuck even when they know what to do? The difference often comes down to habits, discipline, and how daily choices align with long-term goals. In this episode, Jeremy Houser interviews David Butler, Fractional Chief Growth & Leadership Officer, about how habits and behavior influence …
Many advisors rely on instinct to run their business. But what happens when you replace guesswork with real numbers? Understanding what drives growth, where prospects fall out of the funnel, and how marketing actually performs can change how a firm operates. In this episode, Jeremy Houser interviews Molly Pierce, CEO of Track That Advisor, about …