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The Elite Advisor Blueprint®

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.
    053: John Israel on The Mr. Thank You Project & How Intentional Gratitude Can Impact Your Life & Business11/22/2018
  2. 2.
    052: James Clear on How Financial Advisors Can Simplify the Complex with Mental Models and His New Book Atomic Habits10/17/2018
  3. 3.
    051: Gina Rainey on How Financial Advisors can Hire and Train Employees to 10X Growth07/30/2018
  4. 4.
    050: Hilary Hendershott on Her Profit Boss Podcast Generating $37M of New Assets & the Power of Marketing to a Niche07/02/2018
  5. 5.
    049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue06/18/2018
  6. 6.
    048: Greg McKeown on the Art of Essentialism and How Financial Advisors Can Achieve More with the Disciplined Pursuit of Less06/04/2018
  7. 7.
    047: Pellegrino Castronovo on Fashion Tips for Financial Advisors & How Your Image Impacts Your Business05/21/2018
  8. 8.
    046: Greg Salciccioli on Why So Many Financial Advisors Fall Victim to the 7 Enemies of Excellence05/08/2018
  1. 9.
    045: Roger Ibbotson on Why Financial Advisors Should Consider Fixed Indexed Annuities As Bond Alternative04/16/2018
  2. 10.
    044: Roger Whitney on How Financial Advisors Can Clone Their Ideal Clients by Podcasting & Syndicating Your Message Worldwide04/02/2018
  3. 11.
    043: Math Vs Emotions: How Top Performing Financial Firms Maximize Their Marketing ROI03/12/2018
  4. 12.
    042: Dr. Saadiq El-Amin on How Financial Advisors Can Attract Pro Athletes, Doctors, and Rock Stars as Clients03/03/2018
  5. 13.
    041: Chris Smith on The Campfire Effect™ Framework and Creating an Origin Story for Your Firm and Client Experience02/07/2018
  6. 14.
    040: Michael Port on Mastering Public Speaking as a Financial Advisor, the Red Velvet Rope Policy & How to Steal the Show01/22/2018
  7. 15.
    039: Jason Lahita on Leveraging PR as a Financial Advisor, Promoting a Book, & the Origin of FiComm Partners01/08/2018
  8. 16.
    038: Daniel Crosby on Behavioral Finance, the Psychology of Bitcoin Mania, & The Laws of Wealth to Better Serve Your Clients12/18/2017
  9. 17.
    037: Brad Johnson on How Financial Advisors Can Build Referral Networks with Lawyers by Modeling Family Office Approach12/04/2017
  10. 18.
    036: Jim Sheils on How Financial Advisors Can Run a Successful Business Without Sacrificing Their Family & the Board Meeting Framework11/20/2017
  11. 19.
    035: Nicholas Kusmich on Facebook Ads for Financial Advisors, Traditional vs Digital Marketing, & His Give First Lead Gen Framework11/06/2017
  12. 20.
    034: David Meerman Scott on Prepping Your PR for the Next Market Correction, Trump's Winning Media Strategy, and Newsjacking 10110/23/2017
  13. 21.
    033: Process vs Product: What Financial Advisors Can Learn From the Most Successful Pitch in Shark Tank History10/17/2017
  14. 22.
    032: Hal Elrod on Beating Cancer, Building a Community, & How Financial Advisors Can Create a Miracle Morning Routine10/09/2017
  15. 23.
    031: DLynn Proctor on Wine Tasting 101 for Financial Advisors, Hosting Events for the Affluent & A Customer Service Lesson from The French Laundry09/25/2017
  16. 24.
    030: Garrett Gunderson on Transitioning from Tragedy to NYTimes Bestseller, Attracting Business Owner Clients, & Modeling a Family Office Approach09/11/2017
  17. 25.
    029: Jon Acuff on his New Book Finish, What he Learned Working with Dave Ramsey, & How to Serve Your Audience08/28/2017
  18. 26.
    028: Pete Vargas on Winning Local Stages, Creating Signature Talks that Convert & How to Advance Your Reach08/14/2017
  19. 27.
    027: Barry Glassman on Scaling a $1 Billion RIA from Ground Up & the Secret to Creating an Award Winning Culture07/31/2017
  20. 28.
    026: Kristi Piehl on Leveraging Television as a Financial Advisor, Framework for Successful Media Appearances, & Creating World-Class Company Culture07/17/2017
  21. 29.
    025: Ryan Michler on How He Created a 30K Member Facebook Community and Financial Advisors Can Too07/03/2017
  22. 30.
    024: Scott Harrison on Building charity water From The Ground Up, Crafting Compelling Stories, and How Radical Generosity Leads to True Happiness06/19/2017
  23. 31.
    023: Pete Matthew on Podcasting 101 for Financial Advisors, How his Show Generates Appointments, and 3 Secrets for Engaging Content06/05/2017
  24. 32.
    022: Kevin Lavelle on Story Behind Mizzen+Main, How Ferriss Podcast Led to Insane Growth, & Ignoring Industry Standards05/15/2017
  25. 33.
    021: David Bach on the Story Behind His First Oprah Show, Proper Asset Allocation, and What He Learned From Taking a Year Off05/01/2017
  26. 34.
    020: Ian Altman on Same Side Selling, What Sets His Financial Advisor Apart, and Hiring A+ Talent04/17/2017
  27. 35.
    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 Weissbluth04/03/2017
  28. 36.
    018: Ian Cron on The 9 Personality Types and How Better Knowing Your Prospects Motivations Leads to Success03/20/2017
  29. 37.
    017: Jon Vroman on The Art of Moment Making, Mastering Public Speaking, and Showing Up For The People In Your Front Row03/06/2017
  30. 38.
    016: Jon Berghoff on The Referral Framework, Building Your Sales Team, and Taking Your Business to the Next Level02/20/2017
  31. 39.
    015: Mark Moses on 4 Key Questions for Better Results, The Blueprint for Training a Sales Team & Lessons From a 12x Ironman Triathlete02/06/2017
  32. 40.
    014: Tucker Max on The Story of Book In A Box, Marketing to a Niche, & Firing Himself as CEO01/23/2017
  33. 41.
    013: Cameron Herold on Making an Impact On Your Industry, Finding Great People, and Why Meetings Don't Actually Suck12/12/2016
  34. 42.
    012: Michael Hyatt on Designing and Realizing Your Best Year Ever12/06/2016
  35. 43.
    011: Derek Coburn on Being a Connector, the Ultimate Business Tiebreaker, and Networking 3.010/24/2016
  36. 44.
    010: Alan Moore of XY Planning Network Explains How Advisors Can Transition from Brick and Mortar to 100% Virtual Office09/19/2016
  37. 45.
    009: Dan Sullivan on The Age of the Entrepreneur and Why It’s Easier to 10X Your Business than Double It08/22/2016
  38. 46.
    008: John Ruhlin on Giftology and How Giving More than is Reasonable Always Comes Back 10X07/18/2016
  39. 47.
    007: Don Yaeger on New Book 'Great Teams' & Lessons Learned from John Wooden, Michael Jordan, Walter Payton and Coach K06/20/2016
  40. 48.
    006: Aaron Klein of Riskalyze on Why Human Financial Advisors are Better Than Robo-Advisors05/23/2016
  41. 49.
    005: Joey Coleman on what Financial Professionals Can Do for New Clients in the First 100 Days to Help Retain Them Forever04/25/2016
  42. 50.
    004: Donald Miller on Applying Hollywood's Story Formula to Your Business & Why Donald Trump is Winning03/28/2016
  43. 51.
    003: Scott McKain on Creating the Ultimate Client Experience and What Made Zig Ziglar Unforgettable03/11/2016
  44. 52.
    002: Ron Carson on New Book & Turning His Dorm Room Startup Into $6B Firm01/15/2016
  45. 53.
    001: Michael Hyatt on the 10 Biggest Goal Setting Mistakes People Make (and how to fix them)12/17/2015

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