Branding – Advisor Mentorship Podcast

Getting Your Ducks in a Row: Scott Leonardi on Retirement & Change (Ep. 96)

By Liam Halliday | September 16, 2025

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 Houser sits down with Scott Leonardi, Founder and President of Complete Solutions, to talk about embracing change, building a recognizable brand, and helping clients prepare for the financial challenges of retirement. Scott shares how he’s grown his business, the role of long-term care planning, and his unique way of framing retirement as “The Great Adventure.”

Key points:

The story behind Scott’s “ducks in a row” branding and how it builds awareness
Why embracing change, from logos to technology, has fueled a 40% business growth
How hiring staff and building a “not-to-do” list shifted his focus to revenue-generating activities
Why asset-based long-term care solutions are essential for protecting both wealth and families
How Scott reframes retirement as “The Great Adventure” and equips clients with guidebooks to prepare
And more!

Resources:

Great Adventure Guidebook – Complete Solutions Inc.

Connect With Scott Leonardi:

Connect with Jeremy Houser:

jeremy.houser@simplicitygroup.com
713-808-8548
Schedule a Call
Our Teams Website
Connect with Jeremy
@jeremyhouser_amp
@jeremyhouserAMP

About Our Guest:

Scott Leonardi is the President and Owner of Complete Solutions and a Certified Financial Fiduciary who has dedicated his career to educating individuals about retirement. For over 25 years, he has helped pre-retirees get their ducks in a row by focusing on key areas such as making the money they’ve worked their whole lives to obtain work for them in retirement, maximizing Social Security benefits through tailored claiming strategies, and finding medical or prescription coverage that fits their unique needs and budget.

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How to 10X: Transforming Advisors into CEOs (Ep. 77)

By The Advisor Mentorship Podcast | December 10, 2024

How can advisors elevate their practice from transactional interactions to becoming true CEOs of their business?

In this episode, Jeremy Houser shares strategies for financial advisors to transition from daily operations to strategic leadership. He highlights the importance of delegation, embracing a digital presence, and building high-performing teams to amplify business impact.

From leveraging habits to refining processes, this episode provides actionable insights for sustainable growth.

Jeremy discusses:

The shift in mindset required for advisors to think and act as CEOs, focusing on leadership and delegation
The integration of digital tools and branding to establish a stronger market presence and client engagement
The role of teams in handling client communication, administrative tasks, and follow-ups, allowing advisors to focus on high-value activities
Practical habits and routines for advisors to optimize productivity and maintain a growth mindset
The importance of tailored processes and systems to streamline business operations and drive client conversions
And more!

Connect with Jeremy Houser:

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2023 So Far: Updates & Outlook (Ep. 35)

By The Advisor Mentorship Podcast | March 8, 2023

We have some news for you!

Jeremy Houser was named 2022 sales employee of the year! And his team played and continues to play a crucial role in his and InsurMark’s success.

In this episode, Jeremy shares some current 2023 updates while unveiling the ins and outs of the markets, what to look for, and the tips and tricks advisors need to succeed in this and the years to come.