The Elite Advisor Blueprint®: A Podcast for Financial Advisors
By Brad Johnson
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Category: Marketing
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Rate for this podcast
Subscribers: 41
Reviews: 1
Episodes: 81
Willie
Nov 19, 2019
Great podcast with excellent information and guests. I look forward to these episodes every week.
Description
The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent financial advising. Interviews with top thought leaders and industry experts, including Michael Hyatt, Ron Carson, Dan Sullivan, Donald Miller, Joey Coleman, Aaron Klein, John Ruhlin, Cameron Herold, Tucker Max and many more!
Brad Johnson is VP of Advisor Development at Advisors Excel and mentors a small group of the country’s most elite financial advisors. This group captured close to $1B of new assets last year and relies on Brad and his team to help them maximize their marketing ROI, streamline their client acquisition process, and run their business like a CEO - not a salesperson. It's very difficult to outperform the core group of associations you surround yourself with and the simple formula of focusing on the biggest and brightest financial advisors in the country and facilitating the ease of how ideas are shared among them has led to industry leading results.
| Episode | Date |
|---|---|
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081: Robert Glazer on Elevating Your Team and Creating a High Performing Company Culture
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Jul 21, 2020 |
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080: The Virtual FA Series™: Commander Kirk Lippold on USS Cole Al-Qaeda Attack & How to Lead in Times of Crisis
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Jul 02, 2020 |
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079: Maria Konnikova on The Psychology of High-Stakes Poker and How it Applies to Financial Services
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Jun 23, 2020 |
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078: The Virtual FA Series™: Simon Bowen on How to Use Visual “Whiteboarding” Models to Simplify the Complex
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Jun 19, 2020 |
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077: The Virtual FA Series™ - Ryan Levesque on Using The ASK Method® to Build a List of Ideal Prospects and How to Choose Your Niche
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Jun 15, 2020 |
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076: The Virtual FA Series™: Pat Quinn on Adapting from Seminars to Webinars, What Stays the Same & What Changes
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May 18, 2020 |
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075: The Virtual FA Series™: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients
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May 15, 2020 |
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074:The Virtual FA Series™: Bryan & Shannon Miles on How to Create an Award-Winning Culture without a Physical Office
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Apr 30, 2020 |
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073: The Virtual FA Series™: Phillip Stutts on Marketing Your Business During COVID-19
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Apr 21, 2020 |
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072: Michael Hyatt on What It Means to Be a Vision Driven Leader
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Apr 01, 2020 |
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071: The Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and Marketing
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Mar 31, 2020 |
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070: Mike Koenigs on Connecting & Becoming Unforgettable to the Rich & Famous, Building a Media Empire, & Investing in Yourself
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Feb 24, 2020 |
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069: Jason Hewlett on Finding Your Signature Moves and the Power of Human Connection
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Feb 03, 2020 |
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068: BONUS - How Financial Advisors Can Build Wildly Successful Marketing Machines - Between Now and Success
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Jan 13, 2020 |
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067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients
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Dec 24, 2019 |
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066: Bob Burg on How Financial Advisors Can Embrace The Go-Giver Mindset to Win More Business
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Dec 09, 2019 |
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065: Daniel Crosby on Why Financial Advisors Need to Understand Human Behavior to Better Serve Their Clients
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Nov 11, 2019 |
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064: Jason Khalipa on What Financial Advisors Can Learn from The Fittest Man on Earth
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Oct 25, 2019 |
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063: Chris McChesney on How Financial Advisors Can Motivate a Team to Crush Goals with The Four Disciplines of Execution
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Oct 07, 2019 |
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062: Bo Eason on Telling Your Story and No Plan B For Being the Best
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Aug 30, 2019 |
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061: Carl Richards on How to Simplify Your Appointment Process and Build Trust by Asking Better Questions
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Aug 19, 2019 |
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060: Bryan Miles on How Financial Advisors Can Use Virtual Assistants to Save Time & Money
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Jul 03, 2019 |
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059: FATHER’S DAY BONUS - Helping Financial Advisors Navigate Parenthood - Generation.Mom
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Jun 14, 2019 |
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058: David Bach on The Latte Factor, Building a Sellable Practice, and Why Growth Shouldn't Mean Less Freedom
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Jun 10, 2019 |
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057: Pat Quinn on Driving More Seminar Appointments by Simplifying Your Presentation and Better Connecting with Your Audience
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May 24, 2019 |
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056: BONUS - How to Hire and Train Financial Advisors for Your Practice - The Adviser Gap
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Apr 29, 2019 |
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055: Hal Elrod on The Miracle Equation and How Financial Advisors Can Use His Podcasting Strategy to Maximize Book Launches
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Apr 16, 2019 |
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054: Phillip Stutts on How Financial Advisors Can Tap in to the Power of Facebook Marketing & Leverage Political Marketing to Win on a Shoestring Budget
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Apr 08, 2019 |
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053: John Israel on The Mr. Thank You Project & How Intentional Gratitude Can Impact Your Life & Business
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Nov 22, 2018 |
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052: James Clear on How Financial Advisors Can Simplify the Complex with Mental Models and His New Book Atomic Habits
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Oct 17, 2018 |
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051: Gina Rainey on How Financial Advisors can Hire and Train Employees to 10X Growth
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Jul 30, 2018 |
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050: Hilary Hendershott on Her Profit Boss Podcast Generating $37M of New Assets & the Power of Marketing to a Niche
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Jul 02, 2018 |
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049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue
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Jun 18, 2018 |
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048: Greg McKeown on the Art of Essentialism and How Financial Advisors Can Achieve More with the Disciplined Pursuit of Less
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Jun 04, 2018 |
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047: Pellegrino Castronovo on Fashion Tips for Financial Advisors & How Your Image Impacts Your Business
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May 21, 2018 |
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046: Greg Salciccioli on Why So Many Financial Advisors Fall Victim to the 7 Enemies of Excellence
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May 08, 2018 |
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045: Roger Ibbotson on Why Financial Advisors Should Consider Fixed Indexed Annuities As Bond Alternative
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Apr 16, 2018 |
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044: Roger Whitney on How Financial Advisors Can Clone Their Ideal Clients by Podcasting & Syndicating Your Message Worldwide
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Apr 02, 2018 |
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043: Math Vs Emotions: How Top Performing Financial Firms Maximize Their Marketing ROI
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Mar 12, 2018 |
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042: Dr. Saadiq El-Amin on How Financial Advisors Can Attract Pro Athletes, Doctors, and Rock Stars as Clients
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Mar 03, 2018 |
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041: Chris Smith on The Campfire Effect™ Framework and Creating an Origin Story for Your Firm and Client Experience
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Feb 07, 2018 |
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040: Michael Port on Mastering Public Speaking as a Financial Advisor, the Red Velvet Rope Policy & How to Steal the Show
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Jan 22, 2018 |
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039: Jason Lahita on Leveraging PR as a Financial Advisor, Promoting a Book, & the Origin of FiComm Partners
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Jan 08, 2018 |
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038: Daniel Crosby on Behavioral Finance, the Psychology of Bitcoin Mania, & The Laws of Wealth to Better Serve Your Clients
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Dec 18, 2017 |
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037: Brad Johnson on How Financial Advisors Can Build Referral Networks with Lawyers by Modeling Family Office Approach
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Dec 04, 2017 |
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036: Jim Sheils on How Financial Advisors Can Run a Successful Business Without Sacrificing Their Family & the Board Meeting Framework
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Nov 20, 2017 |
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035: Nicholas Kusmich on Facebook Ads for Financial Advisors, Traditional vs Digital Marketing, & His Give First Lead Gen Framework
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Nov 06, 2017 |
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034: David Meerman Scott on Prepping Your PR for the Next Market Correction, Trump's Winning Media Strategy, and Newsjacking 101
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Oct 23, 2017 |
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033: Process vs Product: What Financial Advisors Can Learn From the Most Successful Pitch in Shark Tank History
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Oct 17, 2017 |
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032: Hal Elrod on Beating Cancer, Building a Community, & How Financial Advisors Can Create a Miracle Morning Routine
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Oct 09, 2017 |
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031: DLynn Proctor on Wine Tasting 101 for Financial Advisors, Hosting Events for the Affluent & A Customer Service Lesson from The French Laundry
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Sep 25, 2017 |
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030: Garrett Gunderson on Transitioning from Tragedy to NYTimes Bestseller, Attracting Business Owner Clients, & Modeling a Family Office Approach
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Sep 11, 2017 |
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029: Jon Acuff on his New Book Finish, What he Learned Working with Dave Ramsey, & How to Serve Your Audience
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Aug 28, 2017 |
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028: Pete Vargas on Winning Local Stages, Creating Signature Talks that Convert & How to Advance Your Reach
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Aug 14, 2017 |
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027: Barry Glassman on Scaling a $1 Billion RIA from Ground Up & the Secret to Creating an Award Winning Culture
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Jul 31, 2017 |
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026: Kristi Piehl on Leveraging Television as a Financial Advisor, Framework for Successful Media Appearances, & Creating World-Class Company Culture
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Jul 17, 2017 |
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025: Ryan Michler on How He Created a 30K Member Facebook Community and Financial Advisors Can Too
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Jul 03, 2017 |
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024: Scott Harrison on Building charity water From The Ground Up, Crafting Compelling Stories, and How Radical Generosity Leads to True Happiness
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Jun 19, 2017 |
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023: Pete Matthew on Podcasting 101 for Financial Advisors, How his Show Generates Appointments, and 3 Secrets for Engaging Content
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Jun 05, 2017 |
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022: Kevin Lavelle on Story Behind Mizzen+Main, How Ferriss Podcast Led to Insane Growth, & Ignoring Industry Standards
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May 15, 2017 |
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021: David Bach on the Story Behind His First Oprah Show, Proper Asset Allocation, and What He Learned From Taking a Year Off
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May 01, 2017 |
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020: Ian Altman on Same Side Selling, What Sets His Financial Advisor Apart, and Hiring A+ Talent
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Apr 17, 2017 |
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019: Steve Sanduski on Launching PEAK Advisor Alliance from Ron Carson's Basement, Why Robo Advisors Aren't the Problem, and Lessons Learned from Tony Robbins & Elliot Weissbluth
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Apr 03, 2017 |
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018: Ian Cron on The 9 Personality Types and How Better Knowing Your Prospects Motivations Leads to Success
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Mar 20, 2017 |
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017: Jon Vroman on The Art of Moment Making, Mastering Public Speaking, and Showing Up For The People In Your Front Row
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Mar 06, 2017 |
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016: Jon Berghoff on The Referral Framework, Building Your Sales Team, and Taking Your Business to the Next Level
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Feb 20, 2017 |
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015: Mark Moses on 4 Key Questions for Better Results, The Blueprint for Training a Sales Team & Lessons From a 12x Ironman Triathlete
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Feb 06, 2017 |
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014: Tucker Max on The Story of Book In A Box, Marketing to a Niche, & Firing Himself as CEO
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Jan 23, 2017 |
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013: Cameron Herold on Making an Impact On Your Industry, Finding Great People, and Why Meetings Don't Actually Suck
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Dec 12, 2016 |
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012: Michael Hyatt on Designing and Realizing Your Best Year Ever
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Dec 06, 2016 |
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011: Derek Coburn on Being a Connector, the Ultimate Business Tiebreaker, and Networking 3.0
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Oct 24, 2016 |
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010: Alan Moore of XY Planning Network Explains How Advisors Can Transition from Brick and Mortar to 100% Virtual Office
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Sep 19, 2016 |
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009: Dan Sullivan on The Age of the Entrepreneur and Why It’s Easier to 10X Your Business than Double It
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Aug 22, 2016 |
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008: John Ruhlin on Giftology and How Giving More than is Reasonable Always Comes Back 10X
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Jul 18, 2016 |
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007: Don Yaeger on New Book 'Great Teams' & Lessons Learned from John Wooden, Michael Jordan, Walter Payton and Coach K
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Jun 20, 2016 |
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006: Aaron Klein of Riskalyze on Why Human Financial Advisors are Better Than Robo-Advisors
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May 23, 2016 |
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005: Joey Coleman on what Financial Professionals Can Do for New Clients in the First 100 Days to Help Retain Them Forever
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Apr 25, 2016 |
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004: Donald Miller on Applying Hollywood's Story Formula to Your Business & Why Donald Trump is Winning
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Mar 28, 2016 |
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003: Scott McKain on Creating the Ultimate Client Experience and What Made Zig Ziglar Unforgettable
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Mar 11, 2016 |
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002: Ron Carson on New Book & Turning His Dorm Room Startup Into $6B Firm
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Jan 15, 2016 |
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001: Michael Hyatt on the 10 Biggest Goal Setting Mistakes People Make (and how to fix them)
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Dec 17, 2015 |