The Elite Advisor Blueprint®: A Podcast for Financial Advisors

By Brad Johnson - VP of Advisor Development at Advisors Excel / Financial Advisor Coach / Marketing / Appointment Process / Leadership & Team Building / Branding / Past guests: Michael Hyatt, Ron Carson, Alan Moore, Dan Sullivan, Steve Sanduski, David Bach, & Pete Matthew

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.

  1. 1.
    081: Robert Glazer on Elevating Your Team and Creating a High Performing Company Culture
    1:28:46
  2. 2.
    080: The Virtual FA Series™: Commander Kirk Lippold on USS Cole Al-Qaeda Attack & How to Lead in Times of Crisis
    1:03:29
  3. 3.
    079: Maria Konnikova on The Psychology of High-Stakes Poker and How it Applies to Financial Services
    56:46
  4. 4.
    078: The Virtual FA Series™: Simon Bowen on How to Use Visual “Whiteboarding” Models to Simplify the Complex
    1:07:53
  5. 5.
    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
    1:14:01
  6. 6.
    076: The Virtual FA Series™: Pat Quinn on Adapting from Seminars to Webinars, What Stays the Same & What Changes
    56:51
  7. 7.
    075: The Virtual FA Series™: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients
    1:11:49
  8. 8.
    074:The Virtual FA Series™: Bryan & Shannon Miles on How to Create an Award-Winning Culture without a Physical Office
    1:25:56
  1. 9.
    073: The Virtual FA Series™: Phillip Stutts on Marketing Your Business During COVID-19
    1:20:17
  2. 10.
    072: Michael Hyatt on What It Means to Be a Vision Driven Leader
    1:19:53
  3. 11.
    071: The Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and Marketing
    1:10:02
  4. 12.
    070: Mike Koenigs on Connecting & Becoming Unforgettable to the Rich & Famous, Building a Media Empire, & Investing in Yourself
    1:47:12
  5. 13.
    069: Jason Hewlett on Finding Your Signature Moves and the Power of Human Connection
    1:20:33
  6. 14.
    068: BONUS - How Financial Advisors Can Build Wildly Successful Marketing Machines - Between Now and Success
    1:16:47
  7. 15.
    067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients
    2:00:15
  8. 16.
    066: Bob Burg on How Financial Advisors Can Embrace The Go-Giver Mindset to Win More Business
    59:29
  9. 17.
    065: Daniel Crosby on Why Financial Advisors Need to Understand Human Behavior to Better Serve Their Clients
    1:18:28
  10. 18.
    064: Jason Khalipa on What Financial Advisors Can Learn from The Fittest Man on Earth
    1:19:57
  11. 19.
    063: Chris McChesney on How Financial Advisors Can Motivate a Team to Crush Goals with The Four Disciplines of Execution
    1:39:23
  12. 20.
    062: Bo Eason on Telling Your Story and No Plan B For Being the Best
    1:38:34
  13. 21.
    061: Carl Richards on How to Simplify Your Appointment Process and Build Trust by Asking Better Questions
    1:11:45
  14. 22.
    060: Bryan Miles on How Financial Advisors Can Use Virtual Assistants to Save Time & Money
    1:13:58
  15. 23.
    059: FATHER’S DAY BONUS - Helping Financial Advisors Navigate Parenthood - Generation.Mom
    1:14:21
  16. 24.
    058: David Bach on The Latte Factor, Building a Sellable Practice, and Why Growth Shouldn't Mean Less Freedom
    1:08:41
  17. 25.
    057: Pat Quinn on Driving More Seminar Appointments by Simplifying Your Presentation and Better Connecting with Your Audience
    1:15:27
  18. 26.
    056: BONUS - How to Hire and Train Financial Advisors for Your Practice - The Adviser Gap
    1:11:56
  19. 27.
    055: Hal Elrod on The Miracle Equation and How Financial Advisors Can Use His Podcasting Strategy to Maximize Book Launches
    59:33
  20. 28.
    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
    1:26:06
  21. 29.
    053: John Israel on The Mr. Thank You Project & How Intentional Gratitude Can Impact Your Life & Business
    1:43:23
  22. 30.
    052: James Clear on How Financial Advisors Can Simplify the Complex with Mental Models and His New Book Atomic Habits
    1:12:42
  23. 31.
    051: Gina Rainey on How Financial Advisors can Hire and Train Employees to 10X Growth
    1:30:39
  24. 32.
    050: Hilary Hendershott on Her Profit Boss Podcast Generating $37M of New Assets & the Power of Marketing to a Niche
    1:29:51
  25. 33.
    049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue
    1:31:58
  26. 34.
    048: Greg McKeown on the Art of Essentialism and How Financial Advisors Can Achieve More with the Disciplined Pursuit of Less
    1:15:38
  27. 35.
    047: Pellegrino Castronovo on Fashion Tips for Financial Advisors & How Your Image Impacts Your Business
    1:18:24
  28. 36.
    046: Greg Salciccioli on Why So Many Financial Advisors Fall Victim to the 7 Enemies of Excellence
    1:09:36
  29. 37.
    045: Roger Ibbotson on Why Financial Advisors Should Consider Fixed Indexed Annuities As Bond Alternative
    1:06:22
  30. 38.
    044: Roger Whitney on How Financial Advisors Can Clone Their Ideal Clients by Podcasting & Syndicating Your Message Worldwide
    1:15:22
  31. 39.
    043: Math Vs Emotions: How Top Performing Financial Firms Maximize Their Marketing ROI
    16:17
  32. 40.
    042: Dr. Saadiq El-Amin on How Financial Advisors Can Attract Pro Athletes, Doctors, and Rock Stars as Clients
    1:19:52
  33. 41.
    041: Chris Smith on The Campfire Effect™ Framework and Creating an Origin Story for Your Firm and Client Experience
    1:24:10
  34. 42.
    040: Michael Port on Mastering Public Speaking as a Financial Advisor, the Red Velvet Rope Policy & How to Steal the Show
    1:16:07
  35. 43.
    039: Jason Lahita on Leveraging PR as a Financial Advisor, Promoting a Book, & the Origin of FiComm Partners
    1:29:09
  36. 44.
    038: Daniel Crosby on Behavioral Finance, the Psychology of Bitcoin Mania, & The Laws of Wealth to Better Serve Your Clients
    1:12:04
  37. 45.
    037: Brad Johnson on How Financial Advisors Can Build Referral Networks with Lawyers by Modeling Family Office Approach
    36:26
  38. 46.
    036: Jim Sheils on How Financial Advisors Can Run a Successful Business Without Sacrificing Their Family & the Board Meeting Framework
    1:07:09
  39. 47.
    035: Nicholas Kusmich on Facebook Ads for Financial Advisors, Traditional vs Digital Marketing, & His Give First Lead Gen Framework
    1:02:05
  40. 48.
    034: David Meerman Scott on Prepping Your PR for the Next Market Correction, Trump's Winning Media Strategy, and Newsjacking 101
    1:06:47
  41. 49.
    033: Process vs Product: What Financial Advisors Can Learn From the Most Successful Pitch in Shark Tank History
    26:47
  42. 50.
    032: Hal Elrod on Beating Cancer, Building a Community, & How Financial Advisors Can Create a Miracle Morning Routine
    1:32:19

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