Episodes

  • Ep 2: Motivating Clients and Prospects | The Psychology of Inspired Action

    Ep 2: Motivating Clients and Prospects | The Psychology of Inspired Action
    Nov 12 2025
    🎧 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

    🎧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 mins
  • 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.
    Show More Show Less
    15 mins