HeyJaredAdvisor Mentorship Podcast
Systems work, people fail. In today’s crowded marketplace, advisors must find a way to differentiate themselves from the competition.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest episodes
How Financial Advisors Can Turn Content Into Clients with Thomas Kopelman (Ep. 122) (opens the original)
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Financial advisors can publish constantly and still struggle to turn attention into trust. A clearer approach starts with being useful, consistent, easy to understand, and available when clients need help. In this episode, Jeremy Houser talks with Thomas Kopelman, Co-Founder of AllStreet Wealth, about building an advisory business through social media and referrals. Thomas explains how educational content has created a steady flow of qualified prospects, why advisors should write the way clients
Building Trust and Attracting Better Clients Through Technology with Derek Notman, CFP® (Ep. 121) (opens the original)
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Many financial advisors spend years trying different marketing tactics without feeling like they’re reaching the right people. What if attracting better clients had less to do with chasing leads and more to do with showing who you really are, building trust online, and creating meaningful relationships before the first conversation ever happens? In this episode, Jeremy Houser sits down with Derek Notman, CFP®, CEO of Couplr AI, to discuss how advisors can rethink client acquisition by focusing o
The Future of Retirement Income with Athene CEO Grant Kvalheim (Ep. 120) (opens the original)
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Helping clients create dependable retirement income has become one of the biggest challenges financial professionals face as pensions continue disappearing. In this episode, Jeremy Houser welcomes Grant Kvalheim, CEO of Athene to discuss how the retirement income industry is evolving. Grant shares Athene’s approach to long-term growth, transparency, product innovation, and private credit investing while explaining why lifetime income continues to become a larger part of retirement planning. He a
Using AI to Build a More Efficient Financial Advisory Practice with Greg DuPont (Ep. 119) (opens the original)
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Financial advisors are under pressure to serve more clients, improve efficiency, and keep up with rapidly changing technology. How do you use AI without losing the personal relationships that clients value most? And where should advisors begin if they want technology to improve their daily work instead of creating more complexity? In this episode, Jeremy Houser sits down with Greg DuPont, JD, CFP®, CEO of Advocate Wealth Solutions and host of The March to a Million Podcast, to discuss how AI is
Building Stronger Fixed Indexed Annuity Strategies with Tom Haines (Ep. 118) (opens the original)
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Retirement planning isn’t only about finding higher returns. It’s also about deciding how different pieces of a portfolio work together over time. What should advisors look for when evaluating indexed annuities? How can product design, diversification, and long-term thinking influence retirement outcomes? In this episode, Jeremy Houser welcomes Tom Haines, Executive Vice President of Capital Markets and Index Solutions at Annexus, to discuss how fixed indexed annuity strategies have evolved. Tom
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