Advisor Mentorship Podcast

About Advisor Mentorship Podcast

Systems work, people fail. In today’s crowded marketplace, advisors must find a way to differentiate themselves from the competition. Learn how to elevate your game and accomplish incredible feats as Jeremy Houser teaches you proven systems and processes to successfully build a 21st century advisory practice, and discover how developing a work-life balance is not only possible but achievable.

Publisher

Simplicity InsurMark

Category

business · business · business

Language

en

Explicit

No

First episode

19 Aug 2021

Latest episode

6 Oct 2026

Latest episodes

26 of 125 episodes have a transcript.

1. 

   6 Oct 2026TRANSCRIPT

   AI, Compliance, and the New Rules of Advisor Marketing with Jared Margolies (Ep. 124)

   Jeremy Houser interviews Jared Margolies, Director of Compliance at Simplicity Group Holdings, about navigating AI, cybersecurity, and advertising regulations for advisor marketing.

2. 

   22 Sept 2026TRANSCRIPT

   Preparing Your Advisory Practice for AI, Wealth Transfer, and Succession (Ep. 123)

   Host Jeremy Houser interviews industry experts on preparing advisory practices for AI, wealth transfer, and succession, offering insights for long-term business continuity.

3. 

   8 Sept 2026TRANSCRIPT

   How Financial Advisors Can Turn Content Into Clients with Thomas Kopelman (Ep. 122)

   Jeremy Houser interviews Thomas Kopelman, Co-Founder of AllStreet Wealth, on leveraging educational content to attract clients and build an advisory business through social media.

Inside a recent episode

AI, Compliance, and the New Rules of Advisor Marketing with Jared Margolies (Ep. 124)

Published 6 Oct 2026 · Transcript excerpt

[…] You don't want to, it inverted privacy issue that you, you know, again, you're just looking out for the best interest of your client. You're trying to do the right thing, but don't, don't, you know, free tools be very wary of. And also AI note takers, right? There's a lot of free tools out there. So there's one I've known historically, uh, You know, there's a free tool that people started to use. And as soon as we caught it, we're like, hey, you know, like that data is shared all over, all over. And we had disabled that note taker. We used an approved note taker. You know, inside this company, we have something where the data is not shared. […]

Who has been a guest on Advisor Mentorship Podcast

Names identified in recent episode analyses. Showing up to five guests.

• Jared Margolies
• Thomas Kopelman
• Derek Notman
• Grant Kvalheim
• Greg DuPont

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

163,565

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

3 ratings

Spotify

5.0 / 5

3 ratings

Podcast Authority Score: 41 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

24

Social presence

0

YouTube

86

Engagement

60

Contact Advisor Mentorship Podcast

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Advisor Mentorship Podcast