The Advisors Business Hour - EP 1

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.