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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 Culture07/21/2020
  2. 2.
    080: The Virtual FA Series™: Commander Kirk Lippold on USS Cole Al-Qaeda Attack & How to Lead in Times of Crisis07/02/2020
  3. 3.
    079: Maria Konnikova on The Psychology of High-Stakes Poker and How it Applies to Financial Services06/23/2020
  4. 4.
    078: The Virtual FA Series™: Simon Bowen on How to Use Visual “Whiteboarding” Models to Simplify the Complex06/19/2020
  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 Niche06/15/2020
  6. 6.
    076: The Virtual FA Series™: Pat Quinn on Adapting from Seminars to Webinars, What Stays the Same & What Changes05/18/2020
  7. 7.
    075: The Virtual FA Series™: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients05/15/2020
  8. 8.
    074:The Virtual FA Series™: Bryan & Shannon Miles on How to Create an Award-Winning Culture without a Physical Office04/30/2020
  1. 9.
    073: The Virtual FA Series™: Phillip Stutts on Marketing Your Business During COVID-1904/21/2020
  2. 10.
    072: Michael Hyatt on What It Means to Be a Vision Driven Leader04/01/2020
  3. 11.
    071: The Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and Marketing03/31/2020
  4. 12.
    070: Mike Koenigs on Connecting & Becoming Unforgettable to the Rich & Famous, Building a Media Empire, & Investing in Yourself02/24/2020
  5. 13.
    069: Jason Hewlett on Finding Your Signature Moves and the Power of Human Connection02/03/2020
  6. 14.
    068: BONUS - How Financial Advisors Can Build Wildly Successful Marketing Machines - Between Now and Success01/13/2020
  7. 15.
    067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients12/24/2019
  8. 16.
    066: Bob Burg on How Financial Advisors Can Embrace The Go-Giver Mindset to Win More Business12/09/2019
  9. 17.
    065: Daniel Crosby on Why Financial Advisors Need to Understand Human Behavior to Better Serve Their Clients11/11/2019
  10. 18.
    064: Jason Khalipa on What Financial Advisors Can Learn from The Fittest Man on Earth10/25/2019
  11. 19.
    063: Chris McChesney on How Financial Advisors Can Motivate a Team to Crush Goals with The Four Disciplines of Execution10/07/2019
  12. 20.
    062: Bo Eason on Telling Your Story and No Plan B For Being the Best08/30/2019
  13. 21.
    061: Carl Richards on How to Simplify Your Appointment Process and Build Trust by Asking Better Questions08/19/2019
  14. 22.
    060: Bryan Miles on How Financial Advisors Can Use Virtual Assistants to Save Time & Money07/03/2019
  15. 23.
    059: FATHER’S DAY BONUS - Helping Financial Advisors Navigate Parenthood - Generation.Mom06/14/2019
  16. 24.
    058: David Bach on The Latte Factor, Building a Sellable Practice, and Why Growth Shouldn't Mean Less Freedom06/10/2019
  17. 25.
    057: Pat Quinn on Driving More Seminar Appointments by Simplifying Your Presentation and Better Connecting with Your Audience05/24/2019
  18. 26.
    056: BONUS - How to Hire and Train Financial Advisors for Your Practice - The Adviser Gap04/29/2019
  19. 27.
    055: Hal Elrod on The Miracle Equation and How Financial Advisors Can Use His Podcasting Strategy to Maximize Book Launches04/16/2019
  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 Budget04/08/2019
  21. 29.
    053: John Israel on The Mr. Thank You Project & How Intentional Gratitude Can Impact Your Life & Business11/22/2018
  22. 30.
    052: James Clear on How Financial Advisors Can Simplify the Complex with Mental Models and His New Book Atomic Habits10/17/2018
  23. 31.
    051: Gina Rainey on How Financial Advisors can Hire and Train Employees to 10X Growth07/30/2018
  24. 32.
    050: Hilary Hendershott on Her Profit Boss Podcast Generating $37M of New Assets & the Power of Marketing to a Niche07/02/2018
  25. 33.
    049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue06/18/2018
  26. 34.
    048: Greg McKeown on the Art of Essentialism and How Financial Advisors Can Achieve More with the Disciplined Pursuit of Less06/04/2018
  27. 35.
    047: Pellegrino Castronovo on Fashion Tips for Financial Advisors & How Your Image Impacts Your Business05/21/2018
  28. 36.
    046: Greg Salciccioli on Why So Many Financial Advisors Fall Victim to the 7 Enemies of Excellence05/08/2018
  29. 37.
    045: Roger Ibbotson on Why Financial Advisors Should Consider Fixed Indexed Annuities As Bond Alternative04/16/2018
  30. 38.
    044: Roger Whitney on How Financial Advisors Can Clone Their Ideal Clients by Podcasting & Syndicating Your Message Worldwide04/02/2018
  31. 39.
    043: Math Vs Emotions: How Top Performing Financial Firms Maximize Their Marketing ROI03/12/2018
  32. 40.
    042: Dr. Saadiq El-Amin on How Financial Advisors Can Attract Pro Athletes, Doctors, and Rock Stars as Clients03/03/2018
  33. 41.
    041: Chris Smith on The Campfire Effect™ Framework and Creating an Origin Story for Your Firm and Client Experience02/07/2018
  34. 42.
    040: Michael Port on Mastering Public Speaking as a Financial Advisor, the Red Velvet Rope Policy & How to Steal the Show01/22/2018
  35. 43.
    039: Jason Lahita on Leveraging PR as a Financial Advisor, Promoting a Book, & the Origin of FiComm Partners01/08/2018
  36. 44.
    038: Daniel Crosby on Behavioral Finance, the Psychology of Bitcoin Mania, & The Laws of Wealth to Better Serve Your Clients12/18/2017
  37. 45.
    037: Brad Johnson on How Financial Advisors Can Build Referral Networks with Lawyers by Modeling Family Office Approach12/04/2017
  38. 46.
    036: Jim Sheils on How Financial Advisors Can Run a Successful Business Without Sacrificing Their Family & the Board Meeting Framework11/20/2017
  39. 47.
    035: Nicholas Kusmich on Facebook Ads for Financial Advisors, Traditional vs Digital Marketing, & His Give First Lead Gen Framework11/06/2017
  40. 48.
    034: David Meerman Scott on Prepping Your PR for the Next Market Correction, Trump's Winning Media Strategy, and Newsjacking 10110/23/2017
  41. 49.
    033: Process vs Product: What Financial Advisors Can Learn From the Most Successful Pitch in Shark Tank History10/17/2017
  42. 50.
    032: Hal Elrod on Beating Cancer, Building a Community, & How Financial Advisors Can Create a Miracle Morning Routine10/09/2017
  43. 51.
    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
  44. 52.
    030: Garrett Gunderson on Transitioning from Tragedy to NYTimes Bestseller, Attracting Business Owner Clients, & Modeling a Family Office Approach09/11/2017
  45. 53.
    029: Jon Acuff on his New Book Finish, What he Learned Working with Dave Ramsey, & How to Serve Your Audience08/28/2017
  46. 54.
    028: Pete Vargas on Winning Local Stages, Creating Signature Talks that Convert & How to Advance Your Reach08/14/2017
  47. 55.
    027: Barry Glassman on Scaling a $1 Billion RIA from Ground Up & the Secret to Creating an Award Winning Culture07/31/2017
  48. 56.
    026: Kristi Piehl on Leveraging Television as a Financial Advisor, Framework for Successful Media Appearances, & Creating World-Class Company Culture07/17/2017
  49. 57.
    025: Ryan Michler on How He Created a 30K Member Facebook Community and Financial Advisors Can Too07/03/2017
  50. 58.
    024: Scott Harrison on Building charity water From The Ground Up, Crafting Compelling Stories, and How Radical Generosity Leads to True Happiness06/19/2017
  51. 59.
    023: Pete Matthew on Podcasting 101 for Financial Advisors, How his Show Generates Appointments, and 3 Secrets for Engaging Content06/05/2017
  52. 60.
    022: Kevin Lavelle on Story Behind Mizzen+Main, How Ferriss Podcast Led to Insane Growth, & Ignoring Industry Standards05/15/2017
  53. 61.
    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
  54. 62.
    020: Ian Altman on Same Side Selling, What Sets His Financial Advisor Apart, and Hiring A+ Talent04/17/2017
  55. 63.
    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
  56. 64.
    018: Ian Cron on The 9 Personality Types and How Better Knowing Your Prospects Motivations Leads to Success03/20/2017
  57. 65.
    017: Jon Vroman on The Art of Moment Making, Mastering Public Speaking, and Showing Up For The People In Your Front Row03/06/2017
  58. 66.
    016: Jon Berghoff on The Referral Framework, Building Your Sales Team, and Taking Your Business to the Next Level02/20/2017
  59. 67.
    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
  60. 68.
    014: Tucker Max on The Story of Book In A Box, Marketing to a Niche, & Firing Himself as CEO01/23/2017
  61. 69.
    013: Cameron Herold on Making an Impact On Your Industry, Finding Great People, and Why Meetings Don't Actually Suck12/12/2016
  62. 70.
    012: Michael Hyatt on Designing and Realizing Your Best Year Ever12/06/2016
  63. 71.
    011: Derek Coburn on Being a Connector, the Ultimate Business Tiebreaker, and Networking 3.010/24/2016
  64. 72.
    010: Alan Moore of XY Planning Network Explains How Advisors Can Transition from Brick and Mortar to 100% Virtual Office09/19/2016
  65. 73.
    009: Dan Sullivan on The Age of the Entrepreneur and Why It’s Easier to 10X Your Business than Double It08/22/2016
  66. 74.
    008: John Ruhlin on Giftology and How Giving More than is Reasonable Always Comes Back 10X07/18/2016
  67. 75.
    007: Don Yaeger on New Book 'Great Teams' & Lessons Learned from John Wooden, Michael Jordan, Walter Payton and Coach K06/20/2016
  68. 76.
    006: Aaron Klein of Riskalyze on Why Human Financial Advisors are Better Than Robo-Advisors05/23/2016
  69. 77.
    005: Joey Coleman on what Financial Professionals Can Do for New Clients in the First 100 Days to Help Retain Them Forever04/25/2016
  70. 78.
    004: Donald Miller on Applying Hollywood's Story Formula to Your Business & Why Donald Trump is Winning03/28/2016
  71. 79.
    003: Scott McKain on Creating the Ultimate Client Experience and What Made Zig Ziglar Unforgettable03/11/2016
  72. 80.
    002: Ron Carson on New Book & Turning His Dorm Room Startup Into $6B Firm01/15/2016
  73. 81.
    001: Michael Hyatt on the 10 Biggest Goal Setting Mistakes People Make (and how to fix them)12/17/2015

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