『The Advisors Business Hour』のカバーアート

The Advisors Business Hour

The Advisors Business Hour

著者： Sherry Sarver Johnson and Jeff Mount
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The Advisors Business Hour Podcast: The Heart & Hustle of Building a Great Advisory Business.

We aim to empower financial advisors with the knowledge, tools, and inspiration they need to build thriving practices that serve their clients exceptionally well while creating
sustainable success for themselves.

Created by Jeff Mount, Financial Advisor & Growth Strategist, and hosted by Sherry Sarver Johnson, or BraveHeartsTV; this podcast is where financial advisors gain proven strategies, real-world stories, and ethical growth frameworks to scale with purpose and confidence.

Through expert insights, advisor spotlights, and case studies, we bridge the gap between purpose-driven marketing and modern growth tactics. Each episode is designed to help advisors:

-Differentiate themselves in a crowded marketplace
-Attract and retain ideal clients
-Learn practical strategies they can put to work immediately
-Explore powerful growth tools like the Sponsor Method

🎙️ Signature segments include Jeff’s Growth Blueprint, Advisor Spotlights, Success Stories, and Toolbox Tuesdays.

If you’re a financial advisor who wants to grow your practice ethically, sustainably, and profitably, this is your hour.

👉 Learn more at AdvisorsBusinessHour.com | 👉 Info@AdvisorsBusinessHour.comAdvisors Business Hour マネジメント・リーダーシップ マーケティング マーケティング・セールス リーダーシップ 経済学
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  • The Growth Curve Nobody Warns Advisors About

    The Growth Curve Nobody Warns Advisors About
    2026/08/20
    A growing advisory practice sounds like the goal. More clients. More revenue. More opportunity. But what happens when the growth you worked so hard to create begins moving faster than the business underneath it? In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson return to the Grow, Maintain, Exit lifecycle of an advisory practice and take a deeper look at the growth stage. Jeff and Sherry explore why advisors can run into trouble when prospecting and referrals begin working before the rest of the business is ready to support them. They discuss the importance of building a real business plan, defining a niche, developing a scalable value proposition, creating a marketing engine early, and putting systems in place before the advisor becomes overwhelmed by the success they created. The conversation also turns to one of the biggest constraints advisors face: time. How much of the advisor’s day really needs the advisor? Where can workflows, automation, AI, better processes, and the right team structure create more capacity without sacrificing the human relationship clients value? In this episode, we explore:
    • Why growth and scalability are not the same thing
    • Why marketing should begin long before referrals start slowing down
    • How niche and positioning can help an advisor become known for something specific
    • Why a value proposition also has to be scalable
    • How outdated processes can become a problem as the practice grows
    • Why hiring more people does not automatically fix a capacity problem
    • Where automation and AI can help reduce repetitive work
    • How better systems can give advisors valuable time back
    • Why marketing and operations have to work together
    • What advisors can do now to prepare the practice for its next stage of growth
    The question at the center of the episode is simple: Can the business you built actually handle the growth you’re asking it to create? For advisors entering a new growth phase, or already feeling the pressure of one, this conversation offers a practical look at what needs to be built behind the scenes so success remains sustainable. Learn more and listen at AdvisorsBusinessHour.com Learn more about Jeff Mount and Caddis at Caddis.biz Short episode summary Jeff Mount and Sherry Sarver Johnson take a deeper look at the growth stage of an advisory practice and explore why marketing, niche, systems, automation, scalability, and time management all have to evolve as the business grows.

    🎧Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions.

    For resources, show notes, and links to featured strategies, visit AdvisorsBusinessHour.com.

    To learn more about Jeff’s work with financial advisors, visit Caddis.biz.
    And to explore business automation and growth tools, visit BeneficialBusinessSolutions.com.

    Follow The Advisors Business Hour wherever you get your podcasts, and remember:
    Build with purpose. Grow with integrity. Scale with confidence.
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    29 分
  • Can 20 Years of Client Trust Be Lost in One Conversation

    Can 20 Years of Client Trust Be Lost in One Conversation
    2026/07/23
    A single conversation may not erase 20 years of trust, but it can reveal how much a client’s life has changed and whether the advisor relationship has evolved with it.

    In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson explore the life transitions that reshape what clients need from their advisors.A client who once focused on building wealth may now be preparing to live from it. New parents may need to think about college funding, insurance, beneficiaries, and estate planning. Adult children may find themselves caring for aging parents. Retirement, inheritance, health changes, business sales, divorce, and the loss of a spouse can all create new financial questions and emotional concerns.These moments require a different kind of conversation.

    Jeff and Sherry discuss how advisors can recognize change earlier, stay connected to the family behind the financial plan, and continue providing meaningful guidance through each new chapter.In this episode, we explore:

    • Why accumulation and distribution require very different conversations
    • How an advisor’s value changes as clients approach retirement
    • The importance of discussing children, college planning, and the next generation
    • How aging parents and caregiving responsibilities affect the financial picture
    • Why family governance and legacy conversations should begin before a crisis
    • How regular life-change check-ins can strengthen long-term relationships
    • What advisors can do to remain relevant as client priorities evolve

    The central question is simple: Is the advice still serving the life the client has today?

    For advisors who want to build relationships that last across decades and generations, this conversation offers practical ideas for staying aware, useful, and connected through every stage of life.

    Listen and learn more at AdvisorsBusinessHour.com. Learn more about Jeff Mount and Caddis at Caddis.biz.

    🎧Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions.

    For resources, show notes, and links to featured strategies, visit AdvisorsBusinessHour.com.

    To learn more about Jeff’s work with financial advisors, visit Caddis.biz.
    And to explore business automation and growth tools, visit BeneficialBusinessSolutions.com.

    Follow The Advisors Business Hour wherever you get your podcasts, and remember:
    Build with purpose. Grow with integrity. Scale with confidence.
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    30 分
  • Discover Before you Design - The Diagnostic Method for Better Client Outcomes

    Discover Before you Design - The Diagnostic Method for Better Client Outcomes
    2026/06/25
    In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson dive into The Diagnostic Method and why better advisor conversations begin long before a recommendation is made.

    Jeff shares why discovery deserves more time than most advisors give it, how deeper questions build stronger trust, and why the best recommendations come from truly understanding a client’s goals, concerns, family dynamics, and emotional drivers.

    The conversation walks through the full framework: Discover, Diagnose, Design, Deliver. Jeff explains why discovery should take up a significant portion of the process, why diagnosis must stay objective, how design works best as a collaborative process, and why delivery is never a one-time handoff but an ongoing relationship built through reviews, trust, and clear communication.

    This episode also explores how advisors can make financial conversations more tangible, how to connect data to real life, and why asking better emotional questions often reveals more than a surface-level fact find ever could.

    One of the strongest takeaways: great advisors do more than gather numbers. They take time to understand the people behind them. Jeff also shares a powerful reminder about the long game of relationship building: if advisors want deeper trust and stronger multi-generational relationships, they need to know more than account balances and retirement goals. They need to know the family, the children, the ambitions, the concerns, and the human story that shapes every financial decision.

    If you want a more thoughtful, practical approach to advisor conversations, this episode is full of wisdom you can use right away.

    🎧Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions.

    For resources, show notes, and links to featured strategies, visit AdvisorsBusinessHour.com.

    To learn more about Jeff’s work with financial advisors, visit Caddis.biz.
    And to explore business automation and growth tools, visit BeneficialBusinessSolutions.com.

    Follow The Advisors Business Hour wherever you get your podcasts, and remember:
    Build with purpose. Grow with integrity. Scale with confidence.
    続きを読む 一部表示
    31 分
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