The Advisors Business Hour

About The Advisors Business Hour

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.com

Publisher

Sherry Sarver Johnson and Jeff Mount

Category

business · business · education

Language

en

Explicit

No

First episode

15 Oct 2025

Latest episode

24 Sept 2026

Latest episodes

12 episodes in the feed.

1. 

   24 Sept 2026

   Hiding in Plain Sight The Competitive Advantage You May Already Have

   What if one of your greatest competitive advantages has been sitting right in front of you all along? In this episode of The Advisors Business Hour, Sherry Sarver Johnson and Jeff Mount sit down with Jeremy Pugliese, CExP™, WMCP®, RICP®, TPCP® of Planning Alliance for a conversation about finding the right niche and what can happen when an advisor truly understands the people they serve. Jeremy grew up in his family’s plumbing supply business, later operated his own plumbing service company, and spent years around contractors and people in the trades. When he eventually entered financial services, that experience gave him something that couldn’t be manufactured through marketing alone: a deep understanding of the business owners he wanted to help. The conversation goes well beyond niche marketing. Jeremy shares how he works with construction and trade-business owners around profitability, job costing, key employee retention, business value, exit planning, and the team of CPAs, attorneys, M&A professionals, and other specialists often needed to navigate major transitions. He also shares an idea that became one of our favorite moments from the conversation: “We sell promises.” For Jeremy, that means taking ownership, following through, helping everyone around the table show up prepared, and building a reputation around quality rather than volume. In this episode, we talk about: Finding a niche that connects naturally to your own experience Why truly knowing your market changes the client conversation Helping business owners understand profitability and business value Why exit planning often needs to begin earlier than owners expect Building strong centers of influence Jeremy’s approach to “radical responsibility” Why quality relationships can become a powerful source of referrals Guest: Jeremy Pugliese, CExP™, WMCP®, RICP®, TPCP® Planning Alliance The Advisors Business Hour: The Heart & Hustle of Building a Great financial advisors, advisor growth, niche marketing, niche strategy, financial advisor niche, business owners, construction business, trades, exit planning, succession planning, business strategy, centers of influence, referral relationships, practice growth, Jeremy Pugliese, 🎧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 (https://AdvisorsBusinessHour.com). To learn more about Jeff’s work with financial advisors, visit Caddis.biz (https://Caddis.biz). And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com (https://BeneficialBusinessSolutions.com). Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

2. 

   20 Aug 2026

   The Growth Curve Nobody Warns Advisors About

   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 (https://AdvisorsBusinessHour.com). To learn more about Jeff’s work with financial advisors, visit Caddis.biz (https://Caddis.biz). And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com (https://BeneficialBusinessSolutions.com). Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

3. 

   23 Jul 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 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 (https://AdvisorsBusinessHour.com). To learn more about Jeff’s work with financial advisors, visit Caddis.biz (https://Caddis.biz). And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com (https://BeneficialBusinessSolutions.com). Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

4. 

   25 Jun 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. 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 (https://AdvisorsBusinessHour.com). To learn more about Jeff’s work with financial advisors, visit Caddis.biz (https://Caddis.biz). And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com (https://BeneficialBusinessSolutions.com). Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

5. 

   21 May 2026

   Verbal Tennis Jeff Mount’s Power Serve for Better Advisor Conversations

   In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson unpack Jeff’s “Verbal Tennis” approach, a smarter way to start prospect conversations by creating curiosity, encouraging engagement, and resisting the urge to over-explain too soon. 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. Sherry and Jeff also discuss  how “Verbal Tennis” 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. 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: Why long elevator speeches often miss the mark How “Verbal Tennis” creates curiosity and engagement Why better advisor conversations start before the pitch The role of discovery in stronger sales outcomes Why it is a dialogue, not a monologue Learn more at Caddis.biz or reach Jeff at Jeffrey@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 (https://AdvisorsBusinessHour.com). To learn more about Jeff’s work with financial advisors, visit Caddis.biz (https://Caddis.biz). And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com (https://BeneficialBusinessSolutions.com). Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

6. 

   23 Apr 2026

   Trust, Connection, and the Real Power of Influence

   What really moves people forward in an advisor conversation? In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson sit down with Terry Blackburn, Founder & Director of The Wealthy Advisers Club and author of The Life Insurance Playbook, for a powerful conversation about trust, connection, timing, and the real power of influence. Too often, advisors focus on technique alone — better scripts, better wording, better closes. But as this episode explores, people do not make important decisions based on technique alone. They move when they feel trust. When they feel understood. When the timing feels right. Terry shares why so many professionals do not have a product problem nearly as much as they have a communication problem, and why better questions, stronger emotional connection, and more intentional follow-up can completely change the outcome of a conversation. He also brings insight from more than 16 years of building and scaling financial services businesses, training sales professionals, and helping advisers improve performance through better marketing, better conversations, and stronger business strategy. If you have ever had a prospect meeting seem to go well, only to lose momentum later, this episode gets to the heart of why. In this episode, we discuss: Why people decide emotionally first The difference between technique and true influence How trust and certainty shape better advisor conversations Why asking better questions changes everything The role of timing, follow-up, and emotional connection in moving people forward This is a thoughtful, practical episode for advisors who want to communicate more effectively, build stronger trust, and create better outcomes. You can also check out Terry’s book, The Life Insurance Playbook: The Systems & Scripts That Have Generated Millions in Commissions, and learn more about The Wealthy Advisers Club. 🎧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 (https://AdvisorsBusinessHour.com). To learn more about Jeff’s work with financial advisors, visit Caddis.biz (https://Caddis.biz). And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com (https://BeneficialBusinessSolutions.com). Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

7. 

   26 Mar 2026

   Why Advisors Lose Momentum with Good Prospects and How to Fix it

   Short Summary:  Why do good prospect meetings sometimes stall even when everything seems to be going well? In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson explore the hidden decision dynamics that advisors often miss. From social styles and motivators to tactical empathy and trust-building, this conversation is packed with practical insights to help advisors stop rushing the wrong moments and start guiding prospects more effectively. Plus, Jeff shares a real-world story of how patience, awareness, and reading the room helped win an $80 million relationship. Full Description: In this episode of The Advisors Business Hour, created and hosted by Jeff Mount of Caddis, LLC and Sherry Sarver Johnson or Beneficial Business Solutions, we unpack a challenge every advisor has faced: a prospect seems engaged, the meeting feels strong, and yet the business still stalls. The conversation explores why that happens and how advisors can avoid losing momentum by rushing the wrong moments. Jeff breaks down how social styles shape the way clients and prospects make decisions, what motivates them to open up, and why closing really begins long before the close. You’ll hear why some people need proof, some need reassurance, some need power and control, and some need trusted outside voices involved early in the conversation. The episode also dives into tactical empathy, better question-asking, and how to surface what people are really worried about before hesitation turns into delay. Jeff shares why advisors often miss hidden decision dynamics, how drivers can push conversations too fast, and why trust has to be built even when a prospect seems ready to move quickly. You’ll also hear a powerful real-world story about an advisor who refused to be rushed, stayed composed under pressure, and ultimately won an $80 million relationship by reading the room instead of forcing the moment. If you want to become more effective in prospect meetings, improve follow-through, and better understand the human side of decision-making, this is an episode you won’t want to miss. To learn more about Jeff’s Wisdom Training, visit AdvisorsBusinessHour.com/wisdomtraining. 🎧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 (https://AdvisorsBusinessHour.com). To learn more about Jeff’s work with financial advisors, visit Caddis.biz (https://Caddis.biz). And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com (https://BeneficialBusinessSolutions.com). Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

8. 

   26 Feb 2026

   Grow, Maintain, Exit: The Achievable Lifecycle Plan for Financial Advisors

   In this episode of The Advisors Business Hour, Sherry Sarver Johnson of Beneficial Business Solutions and co-host Jeff Mount, President of Caddis, LLC, unpack a simple but powerful framework Jeff teaches in his live presentations: Grow, Maintain, Exit. If you have ever wondered when you should start thinking about succession, how to scale without burning out, or what actually makes an advisory practice “buyable,” this conversation gives you a practical roadmap. You will move from early-stage momentum, to building repeatable systems, to creating a turnkey firm that can command a stronger multiple when it is time to sell. In this episode, you will learn: Why “Grow” is not just about getting clients. It is about building trust in a crowded market. What “Maintain” really means: scaling delivery, tightening operations, and reducing key-person risk. The hidden value driver most advisors skip: an operations manual and documented processes. Jeff’s “sales map” approach to identifying what to fix first, based on peer comparisons. Why customization can become a bottleneck, and how models and systems create leverage. The point in the lifecycle when you should start designing the exit, which is sooner than most think. How automation and omnichannel marketing make your business more resilient and transferable. Perfect for: advisors in growth mode, advisors preparing to break away, and advisors who want to build a practice that runs smoother now and sells smarter later. Subscribe for weekly conversations on the heart and hustle of building your ideal advisory practice. 🎧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 (https://AdvisorsBusinessHour.com). To learn more about Jeff’s work with financial advisors, visit Caddis.biz (https://Caddis.biz). And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com (https://BeneficialBusinessSolutions.com). Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

9. 

   22 Jan 2026

   Advisors Websites That Win | Clear Niche, Clear CTA, Clear Next Step

   Most advisor websites are doing one job: proving you exist. But a great website does something very different. It creates trust fast, speaks directly to your best-fit client, and builds an actual pipeline you can nurture. In this episode of The Advisors Business Hour, Sherry Sarver Johnson sits down with Jeff from Caddis, LLC to break down what makes an advisor website work in 2026, and what quietly kills credibility. You will learn: Why “electronic business card” sites lose opportunities The fastest trust builders: tone, clarity, and client-first language Why niching down beats trying to appeal to everyone The silent killers: dated templates, complicated navigation, no CTA How SEO and “ranking in AI” changes the website game Why a funnel helps, and why the buyer journey is never linear A website is not a credential. It is the first step of trust-building. Advisors Business Hour Episode 4 Most advisor sites are advisor-centric. Convert to client-centric language and outcomes. Advisors Business Hour Episode 4 Niching down is not limiting. It reduces competition and increases relevance. Advisors Business Hour Episode 4 Visual credibility matters, but messaging must match the design. Advisors Business Hour Episode 4 Decide the website’s primary goal: organic client growth vs advisor recruiting. Advisors Business Hour Episode 4 The funnel is useful when it separates marketing (attract, qualify) from sales (convert). Advisors Business Hour Episode 4 The prospect journey is messy. Your presence has to bring them back after distractions. Advisors Business Hour Episode 4 SEO still matters, and “ranking in AI” is becoming a new battleground for visibility. Advisors Business Hour Episode 4 “Silent killers” website checklist (copy for a carousel or post) No differentiation, looks like everyone else Dated template vibes No clear call-to-action Complicated navigation Boardroom stock photo culture Advisor-centric copy instead of client-centric outcomes Advisors Business Hour Episode 4 🎧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 (https://AdvisorsBusinessHour.com). To learn more about Jeff’s work with financial advisors, visit Caddis.biz (https://Caddis.biz). And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com (https://BeneficialBusinessSolutions.com). Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

10. 

    17 Dec 2025

    How AI Failed Us and What It Means for Advisors

    🎙️ Episode 3: How AI Failed Us and What It Means for Advisors. In this candid episode of The Advisors Business Hour, Jeff Mount, Financial Advisor and Growth Strategist, and Sherry Sarver Johnson of Beneficial Business Solutions share an experiment that didn’t go as planned. They tried using AI-generated voices to record the show. Technically, it worked. Emotionally, it failed. That failure sparked a deeper conversation every advisor needs to hear right now. This episode explores why AI, despite its power, cannot replace the human elements that build trust: tone, empathy, presence, lived experience, and emotional intelligence --- especially in a profession where clients entrust you with their financial future. You’ll learn: What went wrong in our AI experiment and why it mattered Why efficiency is not the same as connection The difference between information and reassurance The real fears advisors have about AI and what’s actually true Where AI does belong in an advisor’s practice (and where it doesn’t) “AI can give you information. But only humans can give you reassurance.” If you’re an advisor navigating the balance between technology and trust, this episode will help you use AI wisely without losing the human connection your clients rely on. 🎙️ The Advisors Business Hour — hosted by Jeff Mount, president of Caddis LLC and Sherry Sarver Johnson president of Beneficial Business Solutions and BraveHeartsTV. Helping advisors grow ethically, sustainably, and with purpose. 👉 Follow the show on LinkedIn and subscribe on your favorite podcast platform so you don’t miss Episode 4: How Your Website Might Be Failing You — and What to Do About It. 🎧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 (https://AdvisorsBusinessHour.com). To learn more about Jeff’s work with financial advisors, visit Caddis.biz (https://Caddis.biz). And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com (https://BeneficialBusinessSolutions.com). Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

11. 

    12 Nov 2025

    Motivating Clients and Prospects | The Psychology of Inspired Action

    🎧 Episode 2: Motivating Clients & Prospects — The Psychology of Inspired Action What truly motivates clients to take action? It’s not charts. It’s not logic. It’s belief. In this powerful episode, Jeff Mount, Financial Advisor and Growth Strategist, joins Sherry Sarver Johnson of Beneficial Business Solutions to unpack the psychology behind motivation — and how top advisors inspire clients and prospects to move from hesitation to action. Discover how to identify your client’s social style, tailor your communication to their decision-making process, and build emotional alignment that leads to lasting trust. You’ll learn: ✅ Why logic alone rarely drives behavior — and what does ✅ How to motivate different social styles (Analytic, Driver, Expressive, Amiable) ✅ Jeff’s 3-Step Motivation Map to turn clarity into confidence ✅ The psychology behind the phrase “Are you opposed to action?” — and why it works ✅ How empathy, consistency, and small wins build unstoppable momentum “Our job is to turn hesitation into hope — and hope into a plan.” – Jeff Mount Whether you’re nurturing long-term clients or converting new prospects, this episode will show you how to create meaningful motivation that lasts long after the meeting ends. 🎙️ The Advisors Business Hour — Created and hosted by Sherry Sarver Johnson and Jeff Mount is produced by BraveHeartsTV. Helping advisors grow ethically, sustainably, and with purpose. 📘 Download the free Motivation Map Worksheet → TheAdvisorsBusinessHour.com (https://TheAdvisorsBusinessHour.com) 🎧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 (https://AdvisorsBusinessHour.com). To learn more about Jeff’s work with financial advisors, visit Caddis.biz (https://Caddis.biz). And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com (https://BeneficialBusinessSolutions.com). Follow The Advisors Business Hour wherever you get your podcasts, and remember: Build with purpose. Grow with integrity. Scale with confidence.

12. 

    15 Oct 2025

    The Advisors Business Hour - EP 1

    Episode 1: Welcome to The Advisors Business Hour: The Heart & Hustle of Building a Great Advisory Business Referrals are the lifeblood of every thriving advisory practice, but most advisors treat them like luck instead of a strategy. In this premier episode of The Advisors Business Hour, hosts Sherry Sarver Johnson, president of Beneficial Business Solutions and Jeff Mount, President of Caddis LLC, break down how to turn client referrals into a predictable, ethical growth engine.You’ll learn: Why referrals outperform cold outreach, ads, and seminars The biggest mistakes advisors make when asking for referrals A 4-step system to spark consistent introductions Jeff’s “Client Impact Question” — the one line that naturally inspires new referrals A real-world case study of an advisor who grew from $80M to $120M AUM in 18 months If you’ve ever wished new clients came in through warm introductions instead of cold leads, this episode will show you exactly how to make it happen  with authenticity, professionalism, and heart. Whether you’re just starting out or leading an established firm, this episode sets the tone for what’s ahead: Real stories, actionable insights, and the tools to help you grow with confidence. **Subscribe now** and don’t miss a single conversation that helps you turn purpose into performance. 🎧 Created by Sherry Sarver Johnson and Jeff Mount. Produced by BraveHeartsTV Network. 🎧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 (https://AdvisorsBusinessHour.com). To learn more about Jeff’s work with financial advisors, visit Caddis.biz (https://Caddis.biz). And to explore business automation and growth tools,  visit BeneficialBusinessSolutions.com (https://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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