Tag: Personal Growth
Building Leadership Habits That Turn Vision Into Results with David Butler (Ep. 111)

Building Leadership Habits That Turn Vision Into Results with David Butler (Ep. 111)

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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 business performance and personal growth. David shares lessons from mentors like Stephen Covey, Brian Tracy, and Marshall Goldsmith, explaining why clarity is essential for achievement and why awareness alone does not create change. He also introduces a simple framework for turning values into action through goal setting, daily reflection, and intentional habits that drive consistent progress.

Key takeaways:

  • Why writing down goals creates clarity and aligns daily behavior with long-term vision
  • The productivity pyramid framework of discover, plan, and act to turn values into outcomes
  • Daily leadership habits that help founders focus on meaningful results instead of busy work
  • A process you can start today in order to get more out of life in the next 90 days
  • Best practices from successful founders that will enhance your mindset 
  • Common limiting beliefs that prevent leaders from reaching their full potential
  • Small daily behaviors and reflection practices that create long-term growth and progress
  • And more!

Resources: 

Connect with David Butler:

Connect with Jeremy Houser:

About Our Guest:

David is a Leadership Architect and Fractional Executive who works with high-performing financial advisors and founders who want to grow beyond being the top producer in the room.

He began his career in insurance in 1986 and has spent nearly four decades working across financial services, technology, manufacturing, and international business. Along the way, he’s held executive leadership roles with Franklin Covey, Brian Tracy International, and WordPerfect, and has lived and worked extensively in Mexico and Spain.

Today, David works with elite producers who feel the tension between personal production and building something that can truly scale. He helps them recognize what he calls the “Success Trap”, when the very drive that built the business starts to limit its next level of growth, and guides them in building firms that execute better, grow stronger teams, and increase long-term value.

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Running 100 Miles in One Month! (Ep. 71)

Running 100 Miles in One Month! (Ep. 71)

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Many believe that setting lofty goals amidst a busy life is a recipe for failure. But in the case of Jeremy Houser, he’s proved it’s not only possible, but can also be immensely rewarding.

In this episode of the Advisor Mentorship Podcast, Jeremy recounts his extraordinary journey of running 100 miles in the month of August while juggling multiple life-altering events, including the birth of his third child and moving homes. 

Jeremy discusses how he managed to balance these intense challenges and learn valuable insights on combating procrastination, maintaining commitment, and setting ambitious goals to elevate your personal and professional life.

Jeremy Discusses: 

  • His goal and preparation to run 100 miles in August.
  • Why goals are required for success 
  • Raising personal standards and being committed 
  • How he balanced multiple life events alongside a challenging fitness goal.
  • The value of setting ambitious goals and discovering new tactics to overcome procrastination along the way.
  • How embracing mindset and commitment can lead to personal growth and satisfaction.

 

Resources: 

Connect with Jeremy Houser:

 

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Building an Effective Succession Plan with Colleen Bowler (Ep. 61)

Building an Effective Succession Plan with Colleen Bowler (Ep. 61)

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Building a business is tough, but leaving it can be even tougher. 

In this installment of the Advisor Mentorship Podcast, Jeremy Houser sits down with the distinguished Colleen Bowler, CFP®, who has not only successfully navigated the complexities of building a robust planning firm, Strategic Wealth Planners, but has also championed a seamless succession transition. Throughout her illustrious career, Colleen has accumulated a wealth of accolades as a strategic coach. Listen as she shares insights into achieving a harmonious work-life balance, empowering others to reach their full potential, and how to strengthen client relations.

Colleen and Jeremy discuss: 

  • The significance of transitioning from an ‘I’ to ‘We’ mindset when building an advisory firm
  • Practical strategies for effective succession planning and continuity
  • The role of mindset and habits in personal and professional growth for advisors
  • Insights into leveraging different assessments to deepen client relationships and uncover needs beyond the financial
  • Colleen’s life post-succession
  • And more!

 

Resources: 

Connect With Colleen Bowler:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

About Our Guest:

Colleen Bowler, CFP®, spent over 25 years building and growing her planning firm, Strategic Wealth Partners. Along the way, she received numerous industry awards and presented at many industry meetings, but her greatest success, she feels, was the impact she and her team created in the lives of hundreds of individuals and families “under their care”. Planning in advance, Colleen implemented a 3-year succession plan that worked! 

In 2020, Colleen founded C&J Innovations with Jeanne Hurlbert, PhD, who brings expertise in assessments and surveys. Colleen and Jeanne combined their unique expertise to create a female-led company with patent pending assessments that help financial professionals increase value for prospects, clients, and advisors by expanding conversations beyond the financial realm to encompass all areas of life – similar to what Colleen and her team did in her planning firm.  

In addition, Colleen has served as a coach with the Strategic Coach Program since 2003, all while raising a son as a single mom and co-authoring a book, Generous Kids.  Now, along with C&J and coaching, she continues enjoying time with her blended and extended family, friends, and a variety of nonprofits.

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Mastering Your Mindset with Ricky Kalmon (Ep. 60)

Mastering Your Mindset with Ricky Kalmon (Ep. 60)

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Ready to grow in 2024? Mindset matters.

Join us on the latest installment of the Advisor Mentorship Podcast as Jeremy Houser and special guest Ricky Kalmon delve into the world of mindset mastery. Explore the essential traits of successful sales leaders in 2024 and the importance of differentiation in the advisor space. Discover how mastering your mindset and overcoming limiting beliefs can pave the way for unparalleled success.

Ricky and Jeremy discuss: 

  • The importance of sleep management and stress reduction to optimize performance and well-being
  • The importance of creating and maintaining healthy habits to promote personal growth
  • Business leadership and self-development: How exceptional leaders prioritize self-awareness and continuous improvement to drive success
  • The Ricky Kalman app: Explore how it can revolutionize your mindset, sleep quality, stress management, and overall growth journey
  • And more!

 

Resources: 

Connect With Ricky Kalmon:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

About Our Guest:

Ricky Kalmon is a mindset expert, motivational speaker, and celebrity hypnotist who delivers high-energy and motivational keynote programs. His programs are inspirational and offer compelling, applicable tools anyone can use in personal and professional development. Kalmon reveals how our mindset can be the greatest tool in achieving new heights, reducing stress, and increasing productivity and potential. 

Ricky Kalmon’s mindset message and techniques will change the way you live, work, and think. Kalmon works with Fortune 500 companies, sales teams, leaders, executives, and sports teams, teaching them how to reinforce their thoughts and beliefs to enhance their results. By creating awareness of your thoughts, Kalmon reveals how to enhance your mindset to eliminate doubt and ignite your positive intentions. 

Through his programs, thousands have changed their world by changing the way they think. In addition, he has made numerous special guest appearances on ESPN, Disney, Hallmark Channel, Fox, FX, E, HLN/CNN, TV Guide and Comedy Central. Ricky Kalmon delivers top rated corporate entertainment and mindset motivational keynote programs for corporate events, meetings and special events.

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