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The Advisors Business Hour

The Advisors Business Hour

By: 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 Economics Leadership Management & Leadership Marketing Marketing & Sales
Episodes
  • Trust, Connection, and the Real Power of Influence

    Trust, Connection, and the Real Power of Influence
    Apr 23 2026
    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.

    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.
    Show More Show Less
    39 mins
  • Why Advisors Lose Momentum with Good Prospects and How to Fix it

    Why Advisors Lose Momentum with Good Prospects and How to Fix it
    Mar 26 2026
    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.

    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.
    Show More Show Less
    25 mins
  • Grow, Maintain, Exit: The Achievable Lifecycle Plan for Financial Advisors

    Grow, Maintain, Exit: The Achievable Lifecycle Plan for Financial Advisors
    Feb 26 2026
    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.

    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.
    Show More Show Less
    24 mins
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