Best Elite Advisor Blueprint Podcasts (2025)

1
127: Keith Ferrazzi - Never Lead Alone: What Top Advisors Do to Build High-Performing Teams 42:28

7d ago42:28

42:28

So, you’ve built a team… but you’re still the one putting out fires, making all the decisions, and carrying the whole business on your back. That’s because most leadership models are built top-down. The founder makes the calls. The team waits for direction. And over time, the business becomes more dependent on you—not less. Keith Ferrazzi has spent…

1
Unlocking Growth, Clarity & Confidence Through Modern Journaling with Leading Voice Jo Franco 1:04:34

8d ago1:04:34

1:04:34

Are you too busy to journal—or just not doing it the right way? In this episode, I sit down with the extraordinary Jo Franco—Netflix host, polyglot, entrepreneur, and journaling pioneer—to unpack the true power of journaling as a transformational tool for self-awareness, leadership, and productivity. If you’ve ever thought journaling was a fluffy “…

1
Unlocking Growth, Clarity & Confidence Through Modern Journaling with Leading Voice Jo Franco 1:04:34

8d ago1:04:34

1:04:34

Are you too busy to journal—or just not doing it the right way? In this episode, I sit down with the extraordinary Jo Franco—Netflix host, polyglot, entrepreneur, and journaling pioneer—to unpack the true power of journaling as a transformational tool for self-awareness, leadership, and productivity. If you’ve ever thought journaling was a fluffy “…

1
Gunnar Peterson: The Man Who Trained Rocky Shares His Secrets | Episode #3 2:15:07

9d ago2:15:07

2:15:07

He trained Sylvester Stallone, Kardashians, and the Lakers. In this exclusive episode of The American Capitalist Show, legendary trainer Gunnar Peterson sits down with Rob Luna to reveal what it really takes to build the mindset, business, and skillset to work with the world’s top performers and stay there. Go inside the industry and behind the sce…

1
126: Solo - The 3 Most Common Hiring Mistakes Financial Advisors Make (And How to Fix Them) with Brad Johnson 22:33

14d ago22:33

22:33

Why do most financial advisors keep hiring the wrong people, despite their best efforts? After 20 years in this industry, I can tell you it’s one of the biggest challenges advisors face: finding and keeping the right talent. And if you’ve ever felt like you're stuck with the wrong team, constantly putting out fires, or doing everything yourself… yo…

1
Discipline, Drive and the Relentless Edge with Jon Kuttin 23:43

19d ago23:43

23:43

We're back with another episode of Quantum Growth for Financial Advisors! In this episode, Jon Kuttin unpacks the mindset and habits that drive high-performing financial advisors toward lasting personal and professional growth. Drawing from influential books like Relentless, Atomic Habits, and Mindset, Jon shares how mastering self-talk and integra…

1
125: Christa Hardin - Why Most Entrepreneur Couples Struggle (And How We Rebuilt) with Brad & Sarah Johnson 1:03:43

21d ago1:03:43

1:03:43

You’re growing your business, but is your marriage growing with it? In this special conversation, Sarah and I sat down with Christa Hardin—licensed therapist, Enneagram expert, and host of The Enneagram + Marriage Podcast—to share the behind-the-scenes story of how we almost separated just months after launching Triad. We talk about how the Enneagr…

1
The 3-Step Negotiation Method To Help You Navigate Any Conversation with Negotiation Expert Kwame Christian 43:27

22d ago43:27

43:27

Are you letting fear or friction hold you back from the conversations that matter most? In this episode, I sit down with Kwame Christian— host of the #1 negotiation podcast Negotiate Anything and creator of LinkedIn’s only official negotiation certificate—to explore how we can all get better at negotiation by doing it with more heart. Kwame breaks …

1
The 3-Step Negotiation Method To Help You Navigate Any Conversation with Negotiation Expert Kwame Christian 43:27

22d ago43:27

43:27

Are you letting fear or friction hold you back from the conversations that matter most? In this episode, I sit down with Kwame Christian— host of the #1 negotiation podcast Negotiate Anything and creator of LinkedIn’s only official negotiation certificate—to explore how we can all get better at negotiation by doing it with more heart. Kwame breaks …

1
Michael Chandler: UFC Fighter. Entrepreneur. Millionaire. Michael Chandler Breaks It All Down | Episode #2 2:08:34

23d ago2:08:34

2:08:34

Michael Chandler is a powerhouse in the UFC’s lightweight division- an explosive fighter known for his relentless pace, knockout power, and never- back- down mentality. A former three- time Bellator Lightweight Champion, Chandler made the leap to the UFC and instantly became one of the top fighters in the world and sport’s most electrifying competi…

1
124: Triad Member – The Right Way to Hand Off a Family Business with Ben Grosko 56:38

28d ago56:38

56:38

In our industry, family-run firms are common. But handing the business down to the next generation is rarely seamless. Triad Member Ben Grosko knows that firsthand. After years of saying no to joining his dad’s financial firm, he eventually stepped in—not just as an advisor, but as the eventual successor to a decades-long legacy. Since joining the …

1
From Self-Talk to Self-Leadership: Rewiring Your Mind for Change with Jon Kuttin 17:39

1M ago17:39

17:39

We're back with another episode of Quantum Growth for Financial Advisors! This week, host Jon Kuttin dives into the critical topic of self-leadership and personal development—essential skills for any financial advisor looking to grow both professionally and personally. In this episode, Jon explores the 10-20-70 model of adult learning, emphasizing …

1
123: Ronen Olshansky - The Death of Networking (And The Rise of Real Relationships) 54:56

1M ago54:56

54:56

What if the key to growth wasn’t more leads, but deeper relationships? Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never Eat Alone, the book that completely redefined how we think about networking. Together, they created the Beyond Connections program, which helps leader…

1
Charles Payne: How to Take Back America & Win Again | Episode #1 2:04:14

1M ago2:04:14

2:04:14

Charles Payne- host of Making Money on Fox Business and founder of Wall Street Strategies has spent decades fighting for the everyday investor and pushing back against the system rigged against them. In this powerful episode, Charles opens up about his journey from humble beginnings to national influence. We dive into the threats facing America tod…

1
The Blueprint for Better Client and Team Relationships with Author Michael Bungay Stanier 50:51

1M ago50:51

50:51

What if your success didn’t just depend on what you do—but on how you work with people? In this episode, I sit down with Michael Bungay Stanier, author of How to Work with (Almost) Anyone, to uncover how the quality of our working relationships is the true game-changer in business. Whether you’re trying to repair a tricky client dynamic or elevate …

1
The Blueprint for Better Client and Team Relationships with Author Michael Bungay Stanier 50:51

1M ago50:51

50:51

What if your success didn’t just depend on what you do—but on how you work with people? In this episode, I sit down with Michael Bungay Stanier, author of How to Work with (Almost) Anyone, to uncover how the quality of our working relationships is the true game-changer in business. Whether you’re trying to repair a tricky client dynamic or elevate …

1
122: Solo - How a Single Word Can Impact Your Company Culture (And What to Do About It) with Brad Johnson 18:00

1M ago18:00

18:00

What if the biggest threat to your culture was the language you use? As your firm scales, the way you talk about the people on your team can either create clarity or chaos. In this solo episode, I share a painful but powerful lesson I learned while building Triad Partners—from an underperforming team member we were too afraid to let go, to 100+ A-p…

1
Introducing The American Capitalist Show with Rob Luna- Preview 3:47

2M ago3:47

3:47

The blueprint the rich don't talk about- until now. Host Rob Luna breaks down money, mindset, and what it really takes to win. A bold new podcast hosted by Rob Luna - renowned wealth manager and self-made entrepreneur. Who went from toughest streets of LA to multimillionaire. In this series, Rob pulls back the curtain on what it really takes to bui…

1
Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 2 29:40

2M ago29:40

29:40

This Week on Quantum Growth for Financial Advisors we are back with Part 2 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. T…

1
121: Derek Coburn - The Rise of Un-Retirement and What It Means for Advisors 1:01:52

2M ago1:01:52

1:01:52

As a financial advisor, you’re taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don’t actually want? In this episode, I’m talking with Derek Coburn—longtime advisor and author of Let’s Retire Retirement—to talk about how changing that one question can completely shift the way you serve yo…

1
Mastering the Art of Positive Influence in Everyday Interactions with Author Dr. Vanessa Bohns 49:38

2M ago49:38

49:38

Have you ever wondered why asking for what you want can feel so awkward—and why people say yes more often than we think? In this episode, I dive deep with Dr. Vanessa Bohns, an organizational behavior expert from Cornell University and the author of You Have More Influence Than You Think. Together, we unpack why influence is so much more than persu…

1
Mastering the Art of Positive Influence in Everyday Interactions with Author Dr. Vanessa Bohns 49:38

2M ago49:38

49:38

Have you ever wondered why asking for what you want can feel so awkward—and why people say yes more often than we think? In this episode, I dive deep with Dr. Vanessa Bohns, an organizational behavior expert from Cornell University and the author of You Have More Influence Than You Think. Together, we unpack why influence is so much more than persu…

1
120: Triad Member – How to Help Clients Actually Live Their Retirement with Dylan Bond 56:17

2M ago56:17

56:17

What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt? That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks. Despite undergoing major surgery, radiation, and months of recovery, Dylan’s…

1
Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 1 29:54

2M ago29:54

29:54

This Week on Quantum Growth for Financial Advisors we are back with Part 1 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. T…

1
119: Brendan Frazier - Why Most Advisors Fail to Connect with Clients 1:16:27

2M ago1:16:27

1:16:27

The best financial advisors aren’t just experts in finance, they’re experts in people. In this episode, I’m talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection. As an expert at helping advisors uncover the emotional drivers behind their clients’ f…

1
The Power of Generosity-Driven Growth with Elite Financial Advisor Cannon Carr 50:18

2M ago50:18

50:18

What happens when an elite financial advisory firm embraces a "give to grow" mindset instead of the traditional hard-sell approach? In this episode, I sit down with Cannon Carr, CEO of CornerCap, to explore exactly that. Cannon takes us behind the scenes of how his expert-led team has used authenticity, generosity, and tailored business development…

1
The Power of Generosity-Driven Growth with Elite Financial Advisor Cannon Carr 50:18

2M ago50:18

50:18

What happens when an elite financial advisory firm embraces a "give to grow" mindset instead of the traditional hard-sell approach? In this episode, I sit down with Cannon Carr, CEO of CornerCap, to explore exactly that. Cannon takes us behind the scenes of how his expert-led team has used authenticity, generosity, and tailored business development…

1
118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days) 1:01:10

2M ago1:01:10

1:01:10

What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business? Today’s guest has done exactly that—and he’s here to show you how. I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online commun…

1
117: Alex Judd - Your Personality Is NOT a Business Plan 1:15:00

3M ago1:15:00

1:15:00

Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Judd reveals in this episode. Alex spent years at the Dave Ramsey organization as the former host of the EntreLeadership Podcast, giving him the opportunity to learn from one of the most influential names in …

1
How to Create Lasting Competitive Advantage in a Rapidly Changing World with Author David Teece 37:38

3M ago37:38

37:38

What really gives a company an edge in a constantly changing world? In this episode, I sit down with the legendary David Teece—the man behind the most cited paper on strategic management and the creator of the “Dynamic Capabilities” framework. But he’s far more than an academic. David has built billion-dollar companies, challenged outdated economic…

1
How to Create Lasting Competitive Advantage in a Rapidly Changing World with Author David Teece 37:38

3M ago37:38

37:38

What really gives a company an edge in a constantly changing world? In this episode, I sit down with the legendary David Teece—the man behind the most cited paper on strategic management and the creator of the “Dynamic Capabilities” framework. But he’s far more than an academic. David has built billion-dollar companies, challenged outdated economic…

1
Behind the Deal: How Elite Buyers Win in Succession Planning with Joseph Greco 40:49

3M ago40:49

40:49

In this episode of Quantum Growth for Financial Advisors, host Jon Kuttin welcomes back Joseph Greco, Managing Director of Elite Advisor Successions, for an in-depth look at buy-side strategies in the succession planning process within the wealth management M&A landscape. Drawing from decades of combined experience, Jon and Joseph explore the key t…

1
116: Triad Member - $380M Gathered in 2024 – Inside SHP Financial’s Growth Strategy with Keith Ellis Jr. & Michelle Short 40:32

3M ago40:32

40:32

Live from Triad’s Scale Summit in Atlanta, I got the opportunity to sit down with two Triad members who are driving SHP Financial’s incredible growth—founding partner Keith Ellis Jr. and Chief Operating Officer Michelle Short. In this behind-the-scenes conversation, we unpack how SHP went from a 4-person startup to a 55-person firm who gathered $38…

1
115: Solo - This Stoic Lesson Made Me a Better Leader with Brad Johnson 12:54

3M ago12:54

12:54

Setbacks aren’t a possibility, they’re a promise. Things will break. People will disappoint. Plans will unravel. Yet we act surprised, as if hardship wasn’t part of the deal. But what if the real problem isn’t the setback itself, it’s believing it wasn’t coming? In this solo episode, I share the single most important mindset shift I’ve made since b…

1
How to Rewire Your Productivity for Real Results with Author and YouTuber Ali Abdaal 48:13

3M ago48:13

48:13

What if the secret to peak performance wasn’t grinding harder, but simply feeling better? In this episode of Real Relationships, Real Revenue, I sit down with the brilliant Ali Abdaal—doctor, YouTuber, author, and now productivity philosopher—to unpack the science and strategy behind Feel Good Productivity. We explore the idea that happiness isn’t …

1
How to Rewire Your Productivity for Real Results with Author and YouTuber Ali Abdaal 48:13

3M ago48:13

48:13

What if the secret to peak performance wasn’t grinding harder, but simply feeling better? In this episode of Real Relationships, Real Revenue, I sit down with the brilliant Ali Abdaal—doctor, YouTuber, author, and now productivity philosopher—to unpack the science and strategy behind Feel Good Productivity. We explore the idea that happiness isn’t …

1
Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco 40:18

3M ago40:18

40:18

In this episode of Quantum Growth for Financial Advisors, Jon Kuttin welcomes Joseph Greco, Managing Director of Elite Advisor Successions, to explore the record-breaking M&A activity reshaping the wealth management industry in 2024. Joseph shares his journey in wealth management M&A and discusses how Elite facilitates transactions across the indep…

1
114: Steven Latow - A Proven Way to ACTUALLY Integrate AI into Your Financial Practice 1:04:46

3M ago1:04:46

1:04:46

What if AI could save you an extra 8–10 hours a week? I’m talking about actual time back. Without adding headcount or overhauling your process. That’s what today’s guest, Steven Latow, is helping advisors do. He’s the VP of Operations at Zocks, an AI assistant built specifically for financial advisors. But Zocks isn’t just a note-taker. It automate…

1
113: Andrew Woodward - How Buying a Pro Sports Team Actually Works 1:14:01

3M ago1:14:01

1:14:01

In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion. That’s not luck, it’s strategy! But how do these deals actually happen? Who’s behind them? And why are pro sports teams becoming the ultimate alternative investment? In this episode, I’m talking with Andrew Woodward—former right-…

1
Unlocking the Power of Storytelling with Expert Relationships Builder Topaz Adizes 49:20

4M ago49:20

49:20

What does it really take to stand out and succeed in a competitive market? In this episode, we dive deep into the strategies and mindset shifts that can elevate your brand and business. Our guest, Topaz Adizes, shares firsthand experiences, practical advice, and thought-provoking insights that challenge the status quo. From overcoming obstacles to …

1
Unlocking the Power of Storytelling with Expert Relationships Builder Topaz Adizes 49:20

4M ago49:20

49:20

What does it really take to stand out and succeed in a competitive market? In this episode, we dive deep into the strategies and mindset shifts that can elevate your brand and business. Our guest, Topaz Adizes, shares firsthand experiences, practical advice, and thought-provoking insights that challenge the status quo. From overcoming obstacles to …

1
The Million Dollar Blueprint: Strategies of Top Performing Advisors with Jon Randall 28:48

4M ago28:48

28:48

This Week on Quantum Growth for Financial Advisors: We're excited to welcome back one of our most insightful and frequent guests, Jon Randall. In this episode, Jon Kuttin and Jon Randall explore what it takes to become a million-dollar producer. Randall emphasizes the critical role of mindset and adaptability, pointing out that many advisors platea…

1
112: Triad Member - From Solo Advisor to CEO with Nico Pesci 1:12:42

4M ago1:12:42

1:12:42

What if your best year in business was also your breaking point? That’s exactly where Nico Pesci found himself in 2021. His practice was booming, but between 50+ client meetings a week, late-night emails, and missed time with family, the cost was high. He was burning out. Fast. In today’s conversation, Nico opens up about the wake-up call that made…

1
111: Solo - 5 Hard Truths from 20 Years in Finance with Brad Johnson 15:39

4M ago15:39

15:39

Ten years ago, I thought success was all about the numbers — AUM, revenue, production, etc. But after two decades in the industry and thousands of conversations with advisors, I’ve seen behind the curtain. I’ve met advisors making millions who are secretly miserable… and others earning far less who are truly winning in every category that matters. …

1
The 9 “Bad” Traits That Will Help You Grow with Author Jenny Wood 1:11:18

4M ago1:11:18

1:11:18

Have you ever let fear of failure, uncertainty, or judgment hold you back from going after what you truly want? In this episode, we dive into the principles of Wild Courage with author Jenny Wood. We break down three of the nine bold traits she explores in her book—how to be positively manipulative, obsessed, and shameless—to achieve extraordinary …

1
The 9 “Bad” Traits That Will Help You Grow with Author Jenny Wood 1:11:18

4M ago1:11:18

1:11:18

Have you ever let fear of failure, uncertainty, or judgment hold you back from going after what you truly want? In this episode, we dive into the principles of Wild Courage with author Jenny Wood. We break down three of the nine bold traits she explores in her book—how to be positively manipulative, obsessed, and shameless—to achieve extraordinary …

1
Mastering High Value Client Acquisition and Referral Techniques with Jon Randall 32:23

4M ago32:23

32:23

This Week on Quantum Growth for Financial Advisors, we’re excited to welcome back one of our most frequent and insightful guests, Jon Randall. In this episode, Jon Kuttin and Jon Randall dive deep into how financial advisors can attract, prospect, and engage high-value clients—especially during times of market volatility. Jon Randall highlights tha…

1
110: Dane Espegard - Why Employees Leave (And the System That Fixes It) 48:52

4M ago48:52

48:52

Most leaders struggle to keep top talent. Why? Because when employees don’t feel engaged or fulfilled, they often start looking for better opportunities elsewhere. And while competitive pay matters, it’s not the only reason people stick around. What if the real key to retention was helping your team achieve their personal dreams? In this episode, I…

1
109: Rich Robledo - Building a Community That Opens Doors & Unlocks Growth 56:33

4M ago56:33

56:33

Your network isn’t just who you know, it’s who knows you. And if you’re not intentional about building the right relationships, you’re leaving massive opportunities on the table—especially as a financial advisor who wants to work with high-net-worth clients and take your firm to the next level. That’s where Rich Robledo comes in. He’s built a thriv…

1
The Power of Flexible Leadership with Author Kevin Eikenberry 34:55

4M ago34:55

34:55

Have you ever found yourself in a leadership role—whether guiding a team, driving a client project, or shaping a business—without an official title? In this episode, I sit down with leadership expert and author Kevin Eikenberry to unpack the power of flexible leadership and how it can drive both relationships and revenue. We explore how great leade…

Podcasts Worth a Listen

Elite Advisor Blueprint Podcasts

Podcasts Worth a Listen

Quick Reference Guide