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The Advisors Business Hour

The Advisors Business Hour

Di: 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 Economia Gestione e leadership Leadership Marketing Marketing e vendite
Episodi
  • Hiding in Plain Sight The Competitive Advantage You May Already Have

    Hiding in Plain Sight The Competitive Advantage You May Already Have
    Sep 24 2026
    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.

    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.
    Mostra di più Mostra meno
    34 min
  • The Growth Curve Nobody Warns Advisors About

    The Growth Curve Nobody Warns Advisors About
    Aug 20 2026
    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.
    Mostra di più Mostra meno
    29 min
  • Can 20 Years of Client Trust Be Lost in One Conversation

    Can 20 Years of Client Trust Be Lost in One Conversation
    Jul 23 2026
    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.
    Mostra di più Mostra meno
    30 min
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