The Advisors Business Hour Podcast: The Heart & Hustle of Building a Great Advisory Business.<br /><br />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<br />sustainable success for themselves.<br /><br />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.<br /><br />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:<br /><br />-Differentiate themselves in a crowded marketplace<br />-Attract and retain ideal clients<br />-Learn practical strategies they can put to work immediately<br />-Explore powerful growth tools like the Sponsor Method<br /><br />đď¸ Signature segments include Jeffâs Growth Blueprint, Advisor Spotlights, Success Stories, and Toolbox Tuesdays.<br /><br />If youâre a financial advisor who wants to grow your practice ethically, sustainably, and profitably, this is your hour.<br /><br />đ Learn more at AdvisorsBusinessHour.com |                               đ Info@AdvisorsBusinessHour.com
The Advisors Business Hour
Claim This Podcastby Sherry Sarver Johnson and Jeff Mount
Podcast Overview
The Advisors Business Hour Podcast: The Heart & Hustle of Building a Great Advisory Business.<br /><br />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<br />sustainable success for themselves.<br /><br />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.<br /><br />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:<br /><br />-Differentiate themselves in a crowded marketplace<br />-Attract and retain ideal clients<br />-Learn practical strategies they can put to work immediately<br />-Explore powerful growth tools like the Sponsor Method<br /><br />đď¸ Signature segments include Jeffâs Growth Blueprint, Advisor Spotlights, Success Stories, and Toolbox Tuesdays.<br /><br />If youâre a financial advisor who wants to grow your practice ethically, sustainably, and profitably, this is your hour.<br /><br />đ Learn more at AdvisorsBusinessHour.com |                               đ Info@AdvisorsBusinessHour.com
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Publishing Since
10/15/2025
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Recent Episodes
July 23, 2026
Can 20 Years of Client Trust Be Lost in One Conversation
A single conversation may not erase 20 years of trust, but it can reveal how much a clientâs life has changed and whether the advisor relationship has evolved with it.<br /><br />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.<br /><br />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:<br /><br />⢠Why accumulation and distribution require very different conversations<br />⢠How an advisorâs value changes as clients approach retirement<br />⢠The importance of discussing children, college planning, and the next generation<br />⢠How aging parents and caregiving responsibilities affect the financial picture<br />⢠Why family governance and legacy conversations should begin before a crisis<br />⢠How regular life-change check-ins can strengthen long-term relationships<br />⢠What advisors can do to remain relevant as client priorities evolve<br /><br />The central question is simple: Is the advice still serving the life the client has today?<br /><br />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.<br /><br />Listen and learn more at AdvisorsBusinessHour.com. Learn more about Jeff Mount and Caddis at Caddis.biz.<br /><br />đ§Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions.<br /><br />For resources, show notes, and links to featured strategies, visit <a href="https://AdvisorsBusinessHour.com" target="_blank" rel="noreferrer noopener">AdvisorsBusinessHour.com</a>.<br /><br />To learn more about Jeffâs work with financial advisors, visit <a href="https://Caddis.biz" target="_blank" rel="noreferrer noopener">Caddis.biz</a>.<br />And to explore business automation and growth tools, visit <a href="https://BeneficialBusinessSolutions.com" target="_blank" rel="noreferrer noopener">BeneficialBusinessSolutions.com</a>.<br /><br />Follow The Advisors Business Hour wherever you get your podcasts, and remember:<br />Build with purpose. Grow with integrity. Scale with confidence.
June 25, 2026
Discover Before you Design - The Diagnostic Method for Better Client Outcomes
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.<br /><br />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 clientâs goals, concerns, family dynamics, and emotional drivers.<br /><br />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.<br /><br />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.<br /><br />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.<br /><br />If you want a more thoughtful, practical approach to advisor conversations, this episode is full of wisdom you can use right away.<br /><br />đ§Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions.<br /><br />For resources, show notes, and links to featured strategies, visit <a href="https://AdvisorsBusinessHour.com" target="_blank" rel="noreferrer noopener">AdvisorsBusinessHour.com</a>.<br /><br />To learn more about Jeffâs work with financial advisors, visit <a href="https://Caddis.biz" target="_blank" rel="noreferrer noopener">Caddis.biz</a>.<br />And to explore business automation and growth tools, visit <a href="https://BeneficialBusinessSolutions.com" target="_blank" rel="noreferrer noopener">BeneficialBusinessSolutions.com</a>.<br /><br />Follow The Advisors Business Hour wherever you get your podcasts, and remember:<br />Build with purpose. Grow with integrity. Scale with confidence.
May 21, 2026
Verbal Tennis Jeff Mountâs Power Serve for Better Advisor Conversations
In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson unpack Jeffâs âVerbal Tennisâ approach, a smarter way to start prospect conversations by creating curiosity, encouraging engagement, and resisting the urge to over-explain too soon.<br /><br />Jeff connects lessons from his background as a professional tennis player to real-world advisor communication, networking, and sales conversations. The heart of the episode is simple: better sales conversations are not monologues. They are exchanges. Jeff explains why long elevator speeches often fall flat, why advisors should stop trying to answer every question too early, and how a short, challengeable opening can create the kind of interest that leads to a deeper follow-up conversation.<br /><br />Sherry and Jeff also discuss how âVerbal Tennisâ fits into a larger process of Discover, Diagnose, Design, and Deliver, and why too many advisors rush past discovery before they truly understand the client, the stakes, and the consequences of inaction.<br /><br />If you have ever wondered why some prospect conversations spark real momentum while others stall out, this episode offers a memorable framework you can start using right away. In this episode:<br /><ul><li>Why long elevator speeches often miss the mark</li><li>How âVerbal Tennisâ creates curiosity and engagement</li><li>Why better advisor conversations start before the pitch</li><li>The role of discovery in stronger sales outcomes</li><li>Why it is a dialogue, not a monologue</li></ul>Learn more at Caddis.biz or reach Jeff at Jeffrey@caddis.biz.<br /><br />đ§Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions.<br /><br />For resources, show notes, and links to featured strategies, visit <a href="https://AdvisorsBusinessHour.com" target="_blank" rel="noreferrer noopener">AdvisorsBusinessHour.com</a>.<br /><br />To learn more about Jeffâs work with financial advisors, visit <a href="https://Caddis.biz" target="_blank" rel="noreferrer noopener">Caddis.biz</a>.<br />And to explore business automation and growth tools, visit <a href="https://BeneficialBusinessSolutions.com" target="_blank" rel="noreferrer noopener">BeneficialBusinessSolutions.com</a>.<br /><br />Follow The Advisors Business Hour wherever you get your podcasts, and remember:<br />Build with purpose. Grow with integrity. Scale with confidence.
10 total episodes available
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- What is The Advisors Business Hour?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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