Leaders often think they understand themselves and their teams, but research shows otherwise. Self-awareness and communication are frequently overlooked, even though they’re the foundation of building effective organizations. In this episode, Jeremy Houser welcomes Kellie Fern, Director of Business Operations and Development at The Predictive Group, to discuss how the Predictive Index and behavioral data …
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 running a thriving practice? In this episode of the Advisor Mentorship Podcast, Jeremy …
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 episode, Jeremy Houser speaks with Alan Grissom, CEO of 12 South Capital and founding partner of Brooklyn …
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, where business and pleasure blended through unforgettable experiences. From cultural observations to fireside chats with industry icons, Jeremy explores how leadership, family, …
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, Jeremy Houser sits down with Steve Goldstein, CFP®, ChFC®, Founder of Thomas Gold Solutions, to explore how Retirement Analyzer has evolved over 15 years …
From launching a retail annuity business to becoming the leading annuity distributor, Athene’s journey is a masterclass in growth and adaptability. This week, Jeremy Houser sits down with Rod Mims, EVP and Head of Retail at Athene USA, to explore the strategies and pivotal decisions that fueled their rapid ascent. This episode pulls back the …
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 MacPherson, founder and CEO of Pareto Systems, to uncover principles for scaling a financial advisory practice while enhancing client relationships. From mastering practice management to leveraging technology like AI, Duncan …
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 team continues to outperform the broader industry. He breaks down the tools, training, and strategies that have helped advisors thrive in 2025 …
Financial advising can extend far beyond numbers—it’s about building trust, adapting strategies, and planning for a meaningful legacy. In this episode, Jeremy Houser speaks with Mark Taylan, CRPC, Founder and Managing Director at Advisors360 LLC, about his journey in blending real estate expertise with financial planning to create a client-focused legacy. They discuss Mark’s unique …
Financial advice isn’t just about the numbers. It’s about understanding the people behind them. In this episode, Jeremy Houser sits down with Ashley Quamme, LMFT, FBS®, CFT™, founder of Beyond the Plan®, to explore the emotional and behavioral aspects of financial advising. They explore how financial professionals can use emotional intelligence to build stronger relationships …