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 …
Standing out today takes more than showing up. It requires clarity, consistency, and a message that actually connects. Are you building a brand people trust, or just posting to stay visible? In this episode, Jeremy Houser shares how advisors can adapt to AI, shifting consumer behavior, and the coming $84 trillion wealth transfer. He explains …
What would it take for your business to operate without you? And how much value are you leaving on the table by building around yourself instead of around systems? In this episode, Jeremy Houser speaks with Bob Zamary, Partner and Director of Practice Management at Simplicity, about helping advisors build enterprise value and long-term freedom. …
Big growth strategies rarely fail because the ideas are bad; they fail because the business doesn’t have the systems to execute them. What happens when you take the leap from “top producer” to “business owner”… and suddenly you’re responsible for hiring, operations, marketing, forecasting, and leadership on top of selling? In this episode, Jeremy Houser …
Big financial strategies rarely fail because of numbers alone; they fail when expectations are unclear. What happens when interest rates rise, returns pause, or assumptions change after a plan is already in motion? In this episode, Jeremy Houser interviews Vincent Munno, Partner at Simplicity Group, about premium financing strategies for ultra-high-net-worth clients. Vincent explains how …
Most advisory firms look similar on the surface, yet growth often stalls when everything is built around one person or a single approach. What happens when you intentionally step away from one-size-fits-all thinking and design a firm around individuality, adaptability, and long-term vision? In this episode, Jeremy Houser welcomes back Mike Milligan, CFP®, Founder of …
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 early work on the inverted yield curve, to break down what …
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 this episode, Jeremy Houser explains how advisors are preparing for 2026 by putting structured systems …
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 episode, Jeremy Houser speaks with Laurence Black, Founder of The Index Standard®, about how his team …
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 someone who will need support forever? In this episode, Jeremy Houser interviews Mary Anne Ehlert, CEO and …