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 …
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 …