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The Advisors Business Hour

The Advisors Business Hour

Von: 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
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  • The Advisors Business Hour - EP 1

    The Advisors Business Hour - EP 1
    Oct 15 2025
    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.

    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.
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    15 Min.
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