The Elite Advisor Blueprint®: A Podcast for Financial Advisors
Brad Johnson
1 Creator
1 Creator
...more
All episodes
Best episodes
Top 10 The Elite Advisor Blueprint®: A Podcast for Financial Advisors Episodes
Best episodes ranked by Goodpods Users most listened
075: The Virtual FA Series™: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients
The Elite Advisor Blueprint®: A Podcast for Financial Advisors
05/15/20 • 71 min
In today’s episode of The Virtual Financial Advisor SeriesTM,” I’m speaking with Joshua B. Lee. Joshua is a strategic growth coach, helping individuals to scale themselves with their company so they don’t scale themselves out of their company. Over the last decade, he has managed over $100 million in ad spend and controlled over 30 trillion online impressions.
Joshua is a master at helping people authentically connect and engage with their audience online, and more specifically, he understands the unique formula to building an audience on LinkedIn. He has helped major players improve their LinkedIn presence, including Dan Sullivan, John Maxwell, Joe Polish, and many more!
Today, Joshua is here to talk all about how you can use LinkedIn as a tool to educate, inspire, and draw in your ideal clients, without selling or spamming.
FREE GIFT
Get Joshua’s 3 PDF’s to Level Up Your LinkedIn, by visiting BradleyJohnson.com/75
SHOW NOTES
To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/75
05/15/20 • 71 min
074:The Virtual FA Series™: Bryan & Shannon Miles on How to Create an Award-Winning Culture without a Physical Office
The Elite Advisor Blueprint®: A Podcast for Financial Advisors
04/30/20 • 85 min
In today’s episode of The Virtual Financial Advisor SeriesTM Bryan and Shannon Miles join the podcast. Bryan and Shannon are the founders of BELAY, an organization that specializes in providing virtual assistants, bookkeepers, and web specialists to help companies grow. With over 1,100 team members across the United States and no offices (even before the COVID-19 pandemic), BELAY has won a number of major awards for company culture, including Entrepreneur’s award for Top Company Culture in 2017.
Bryan is also the author of Virtual Culture: The Way We Work Doesn’t Work Anymore, a manifesto championing remote work and respecting employees to retain incredible talent and create a forward-thinking culture that embraces the future of work.
Today, Bryan and Shannon are here to talk about what it means to create and maintain company culture in a virtual workplace. The insights from this conversation couldn’t possibly be more timely - especially if you’re an advisor struggling to make sense of the transition from an on-site, brick-and-mortar operation to an all-virtual, all-remote firm.
Here are just a few highlights of what we get into:
- #1: How you can create a culture of accountability and ensure that work is getting done in a 100% virtual work environment - and the proven framework Bryan and Shannon have been using to do this for years, via Zoom. [15:24]
- #2: Why it’s so easy for business owners to come across as tone deaf in their messaging during the COVID-19 pandemic - and how to tailor your messaging to provide value, cut through the noise, and change only where your conversation happens - not your value proposition. [36:33]
- #3: What financial advisors should know about working with business owners (like Bryan & Shannon) and what their family office did to show up differently for them during this time. [41:35]
FREE GIFTS
- Get a FREE Autographed Copy of Bryan Miles' Book, Virtual Culture: The Way We Work Doesn’t Work Anymore
- Get FREE Access to The BELAY Guide to Working From Home
- Visit BradleyJohnson.com/74 to claim your gifts!
JOIN THE VIRTUAL ADVISOR FACEBOOK GROUP
If you'd like to learn how to take your advisory practice from bricks & mortar to digital, join our private Facebook community that is made up of hundreds of financial advisors, just like you. Visit BradleyJohnson.com/virtualadvisor
SHOW NOTES
To get access to today's show notes, including free offers, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/74
04/30/20 • 85 min
073: The Virtual FA Series™: Phillip Stutts on Marketing Your Business During COVID-19
The Elite Advisor Blueprint®: A Podcast for Financial Advisors
04/21/20 • 80 min
Hey Blueprint listeners, hopefully, quarantine life is treating you well and you and your loved ones are safe and sound. I’ve been safely working from home for almost a month with the whole Johnson crew and the good news is that the podcast can go on, even if my podcasting studio is currently a spare bedroom 😊
Today I’m excited to announce a brand new series on The Elite Advisor Blueprint podcast. Times like this call for those that can offer a helping hand to step up and I want to serve all of you (even more) that have helped me build this show from the ground up and have been kind enough to listen in over the years.
So, I’m starting The Virtual Financial Advisor SeriesTM which will be episodes coming to you directly here on the show, just more frequently where I bring on experts that can help us all navigate the jump from bricks and mortar to the 100% virtual world we are all trying to serve our clients in now. I’m also going to begin live streaming interviews as they happen so you all can gain access to them immediately and don’t have to wait for editing or production as time is of the essence during these COVID-19 times we are all living in. If you’d like to join the Virtual Advisor community, you can do that at www.bradleyjohnson.com/virtualadvisor.
So with that... today’s episode is the first of our official Virtual Financial Advisor SeriesTM and it’s a timely one... In today’s conversation, Phillip Stutts returns to the podcast with a groundbreaking study on consumer behavior post COVID-19! I don’t know that I’ve ever asked more questions in a podcast interview, as this data was fascinating and applies to all of you advisors out there trying to adapt and connect with prospects right now.
For those who may have missed last year’s conversation with Phillip, he’s one of the masterminds behind the curtain of political marketing...
Phillip is the best-selling author of Fire Them Now: The 7 Lies Digital Marketers Sell, has worked with multiple Fortune 200 companies, has over two decades of experience working on campaigns with billions of dollars in political ad spend, and contributed to thousands of election victories, including U.S. President George W. Bush, among others.
Most recently he’s guested on ESPN, James Altucher and Gary Vaynerchuck’s shows, and had a conversation with billionaire Mark Cuban to share this same data.
Today, Phillip is here to share groundbreaking COVID-19 Market Research that sheds light on the psychology behind how consumers are thinking during the pandemic. This data will change how you market as a financial advisor.
FREE GIFT
Get a FREE Copy of Phillip's 30-Page COVID-19 Market Research Study by visiting BradleyJohnson.com/73
SHOW NOTES
To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/73
04/21/20 • 80 min
072: Michael Hyatt on What It Means to Be a Vision Driven Leader
The Elite Advisor Blueprint®: A Podcast for Financial Advisors
04/01/20 • 79 min
In today’s conversation, I’m speaking with Michael Hyatt. Michael is a New York Times bestselling author, podcaster, blogger, and speaker. His newest book, The Vision Driven Leader, explores how to effectively lead organizations, inspire people to action, and make your big dreams a reality, and today we'll be talking all about it.
For those of you looking to attract incredible talent, retain them, and keep them happy for years to come as you build a great company, this conversation is a must-listen!
Here are 3 of my big takeaways from this episode...
- #1: Why writing and publishing books should be an integral part of your sales funnel and how it can lead to incredible opportunities. [05:32]
- #2: The fatal error Michael’s previous financial advisor made that cost him Michael’s business - and big lessons from Michael’s search for a new advisor. [31:30]
- #3: How to create a clear, inspiring, practical and attractive picture of your organization’s future. [45:03]
FREE GIFT
Get a FREE Autographed Copy of Michael Hyatt's Book, The Vision Driven Leader by visiting BradleyJohnson.com/72
SHOW NOTES
To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/72
04/01/20 • 79 min
071: The Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and Marketing
The Elite Advisor Blueprint®: A Podcast for Financial Advisors
03/31/20 • 70 min
In today’s conversation, I’m speaking with Casey Weade. Casey is a sought-after retirement planning professional, speaker and CEO of the national financial firm, Howard Bailey. He hosts the “Retire with Purpose” radio, TV show and podcast — providing sound financial guidance to pre-retirees and retirees across the country.
His firm is way ahead of the curve when it comes to operating digitally, and he has a deep understanding of how to market, run appointments, and close clients in a time when in-person, on-site meetings are not even an option.
If you’re wondering what to do as a result of coronavirus and you want to learn how to run your financial advisor practice virtually, just like Casey, you won’t want to miss today’s conversation.
FREE GIFT
Get FREE Access to the Live Webinar, How to Run a Financial Advisor Practice Virtually. Visit BradleyJohnson.com/71 for all the details.
SHOW NOTES
To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/71
03/31/20 • 70 min
070: Mike Koenigs on Connecting & Becoming Unforgettable to the Rich & Famous, Building a Media Empire, & Investing in Yourself
The Elite Advisor Blueprint®: A Podcast for Financial Advisors
02/24/20 • 107 min
In today's episode, I'm speaking with Mike Koenigs. Mike is a serial entrepreneur, investor, 13-Time #1 Bestselling Author, podcast host, TV personality, advisor to Tony Robbins & celebrity clients, cancer survivor, and a true master of helping business owners and entrepreneurs build empires. For those of you who want to show up different and make meaningful connections with the super elite, this conversation is going to bring a ton of value!
Here are 3 of my big takeaways from this episode...
- #1: The power of building your own platform and how to leverage it to increase your circle of influence and land high net-worth clients.
- #2: The psychology behind how an A+ client chooses their financial advisor. You’ll hear how Mike filtered out lousy prospects and decided on the best advisor to handle his own business - including the 2 most important requirements he has as a client.
- #3: Mike’s proven framework for successfully pitching and getting featured on virtually any media outlet you can imagine.
BONUS OFFERS --> Visit BradleyJohnson.com/70
- Get a FREE Digital Copy of Mike Koenigs Book, Money Phone!
- Mike's step-by-step video training outlining how to find prospects, and close 4, 5, and 6 figure deals!
SHOW NOTES
To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/70
02/24/20 • 107 min
069: Jason Hewlett on Finding Your Signature Moves and the Power of Human Connection
The Elite Advisor Blueprint®: A Podcast for Financial Advisors
02/03/20 • 80 min
Welcome to The Elite Advisor Blueprint - The Podcast for World-Class Financial Advisors. I'm Brad Johnson, VP of Advisor Development at Advisors Excel, and it’s my goal to distill the best ideas and advice from top thought leaders and apply it to the world of independent financial advising.
Today, I’m talking with Jason Hewlett. Jason is a leadership expert, author, and hall of fame speaker. He’s delivered over 2,000 presentations for Fortune 500 companies, including American Express, Delta Airlines, and the 2002 Winter Olympics, to name just a few.
In his keynote, The Promise: Become a Legendary Leader and Discover Your Signature Moves, Jason uses music, entertainment, and unconventional storytelling to convey actionable insights and proven processes designed to transform leadership skills.
For financial advisors who want to compete in a world full of robo-advisors, AI, and talented people attracting clients all over the globe, Jason’s message is a must-listen. It’ll do more than help you grow your business - it’ll give you the power to live a more joyful life.
SHOW NOTES
To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/69
02/03/20 • 80 min
068: BONUS - How Financial Advisors Can Build Wildly Successful Marketing Machines - Between Now and Success
The Elite Advisor Blueprint®: A Podcast for Financial Advisors
01/13/20 • 76 min
Today, I’m thrilled to share a bonus episode from a conversation with Steve Sanduski from his podcast, Between Now and Success. Steve was kind enough to allow us to replay it here. If you aren’t already subscribed to his show, Steve’s podcast is easily one of my top listens in financial services, so be sure to check it out!
A little background for those of you unfamiliar with Steve... He has over 20 years of experience in our industry and has helped launch and build a $1.8 billion RIA, also in partnership with Ron Carson grew Peak Advisor Alliance from 0 to 1,000 coaching clients as a Managing Partner. He’s also the New York Times bestselling co-author of Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor and Avalanche: The 9 Principles for Uncovering True Wealth.
As far as his podcast, Steve is a master interviewer and has had past guests on his podcast that include Ric Edelman, Marty Bicknell, David Bach, and other heavy hitters in finance. He was also a guest on an earlier episode of my podcast (Episode 19 if you want to check it out!) and with the Rockstar lineup of past guests Steve’s had on, it was an honor to return the favor and hop on the mic with him. We covered a lot of ground but primarily focused on how financial advisors can take their marketing to the next level and the simple 3-step framework we’ve coached on to help them scale their firms!
FREE OFFER
SHOW NOTES
To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/68
01/13/20 • 76 min
067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients
The Elite Advisor Blueprint®: A Podcast for Financial Advisors
12/24/19 • 120 min
Today, I’m talking with Michael Kitces. If you’re in financial services and aren’t familiar with Michael, my guess is you haven’t been on the internet recently as he has one of the most prolific platforms in all of finance. Michael creates content deconstructing some of the most complex financial planning topics out there and he shares much of this on his blog, Nerd’s Eye View - which is actively followed by over 36,000 subscribers.
He’s also a partner in a number of other businesses including: Director of Wealth Management at Pinnacle Advisor Solutions, co-founder of XY Planning Network with past guest Alan Moore, and he currently produces 2 podcasts, Kitces & Carl (which he co-hosts with Carl Richards, creator of the NYTimes Sketch Guy column and the Behavior Gap blog) as well as Financial Advisor Success - one of the most highly rated podcasts for financial advisors on the internet. As a self-titled life long learner, he’s also collected a number of graduate degrees and designations including a Master of Science in Financial Services, Master’s in Taxation, CFP, CLU, ChFC and numerous others.
In typical Kitces fashion, this is an expansive episode, so if you are travelling for the holidays, no worries, we have you covered!
FREE OFFER
- Get a Copy of Michael Kitces's Report, 5 Financial Advisor Blogging And Social Media Lessons I’ve Learned (The Hard Way). Visit BradleyJohnson.com/67 to get access!
SHOW NOTES
To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/67
12/24/19 • 120 min
076: The Virtual FA Series™: Pat Quinn on Adapting from Seminars to Webinars, What Stays the Same & What Changes
The Elite Advisor Blueprint®: A Podcast for Financial Advisors
05/18/20 • 56 min
In today’s episode of The Virtual Financial Advisor SeriesTM Pat Quinn returns to the podcast. Pat is a presentation coach and the head speaking trainer for Advance Your Reach. He has worked with some of the greatest speakers in the world including Daymond John, Grant Cardone, Dean Graziosi, Michael Hyatt, John Ruhlin, and has helped over 1000 financial advisors increase the effectiveness of their presentations.
My previous conversation with Pat is one of the most listened to episodes in our archive, and people still tell me often how much his framework for successful presentations has helped them. This is why I knew I needed to bring Pat back to the podcast for the Virtual Advisor Series to discuss how to take what makes an in-person, physical presentation so effective and utilize it in the digital space.
Here are 3 of my big takeaways from this episode...
- #1: How to adapt Pat’s proven live presentation framework to work even more effectively in the digital space. [11:28]
- #2: The major mistakes financial advisors make in both physical and digital presentations. You’ll learn exactly how to keep your listeners engaged in an environment full of distractions, and the specific things that need to change to avoid tone-deaf messaging. [23:05]
- #3: How to adapt your speaking style to reassure listeners and project confidence in times of crisis, no matter who you’re speaking to. [40:37]
SHOW NOTES
To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/76
05/18/20 • 56 min
Show more
Show more
FAQ
How many episodes does The Elite Advisor Blueprint®: A Podcast for Financial Advisors have?
The Elite Advisor Blueprint®: A Podcast for Financial Advisors currently has 81 episodes available.
What topics does The Elite Advisor Blueprint®: A Podcast for Financial Advisors cover?
The podcast is about Marketing, Investing, Podcasts and Business.
What is the most popular episode on The Elite Advisor Blueprint®: A Podcast for Financial Advisors?
The episode title '075: The Virtual FA Series™: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients' is the most popular.
What is the average episode length on The Elite Advisor Blueprint®: A Podcast for Financial Advisors?
The average episode length on The Elite Advisor Blueprint®: A Podcast for Financial Advisors is 75 minutes.
How often are episodes of The Elite Advisor Blueprint®: A Podcast for Financial Advisors released?
Episodes of The Elite Advisor Blueprint®: A Podcast for Financial Advisors are typically released every 14 days, 4 hours.
When was the first episode of The Elite Advisor Blueprint®: A Podcast for Financial Advisors?
The first episode of The Elite Advisor Blueprint®: A Podcast for Financial Advisors was released on Dec 17, 2015.
Show more FAQ
Show more FAQ
Comments
0.0
out of 5
No ratings yet