The Advisors Business Hour

In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson dive into The Diagnostic Method and why better advisor conversations begin long before a recommendation is made. Jeff shares why discovery deserves more time than most advisors give it, how deeper questions build stronger trust, and why the best recommendations come from truly understanding a client’s goals, concer...

In this episode of The Advisors Business Hour, Jeff Mount and Sherry Sarver Johnson unpack Jeff’s “Verbal Tennis” approach, a smarter way to start prospect conversations by creating curiosity, encouraging engagement, and resisting the urge to over-explain too soon. Jeff connects lessons from his background as a professional tennis player to real-world advisor communication, networking, and sales c...

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 techni...

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 sto...

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 pra...

Most advisor websites are doing one job: proving you exist. But a great website does something very different. It creates trust fast, speaks directly to your best-fit client, and builds an actual pipeline you can nurture. In this episode of The Advisors Business Hour, Sherry Sarver Johnson sits down with Jeff from Caddis, LLC to break down what makes an advisor website work in 2026, and what quiet...

🎙️ Episode 3: How AI Failed Us and What It Means for Advisors.  In this candid episode of The Advisors Business Hour, Jeff Mount, Financial Advisor and Growth Strategist, and Sherry Sarver Johnson of Beneficial Business Solutions share an experiment that didn’t go as planned. They tried using AI-generated voices to record the show. Technically, it worked. Emotionally, it failed. That failure spark...

🎧 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 an...

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...