Best Elite Advisor Blueprint Podcasts (2025)

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🧠 Talent + Math = BOOM. Dennis Yu’s Superpower Uncovers the Breakout Winners 8:44

18h ago8:44

8:44

Dennis Yu’s Real Superpower? Spotting Winners Before They Win. Why talent + math = exponential growth Dennis Yu doesn’t guess who’s going to succeed, he measures it. In this episode, Dennis breaks down the exact process he uses to spot winners early and scale them fast using math, patterns, and his famous Dollar-a-Day strategy. From a college inter…

1
🏆 Trust Wins: Travis Chappell on Why Loudmouths Flame Out and Trust Wins Big 24:47

20h ago24:47

24:47

You know the type. Always yelling. Always posting. Always “crushing it.” Meanwhile, their actual clients? Nowhere to be found. “Travis is the type of guy to max out everything he does.” - Ed Mylett, The Ed Mylett Show Truth said! In this episode, Travis Chappell, the guy who actually built something, breaks down why the loudest ones flame out, and …

1
🥜"The Market’s Nuts!” Nate Short’s Answer? Ask Smarter. Win Bigger. 2:13

1d ago2:13

2:13

The Real Estate Advantage: Nate Short’s Secret Weapon? Great Questions On this episode of The AskMyAdvisor® Show: Inner Circle Secrets of the Elite Trusted Advisor, Nate Short shares how asking the right questions unlocks big breakthroughs — in real estate and relationships. From staging to pricing to strategic prep, Nate walks through his “5Ps” an…

1
🔐 Borrowed Trust Cold Traffic: Bill Cates’ 3-Minute Referral Blueprint 2:36

1d ago2:36

2:36

In under 3 minutes, as one of the first guests on The AskMyAdvisor® Show, Bill Cates delivers a masterclass in relationship-first growth. No fluff. No pitch. Just timeless strategy that works. 💡 What if your next ideal client isn’t a stranger, but a warm intro away? In this episode, Bill unpacks his proven “3 R’s” of Relationship Marketing: ▶️ Rele…

1
Holy Crap, This One Dirty Word 🤬 Is Murdering Your Referrals 13:18

1d ago13:18

13:18

🥳 Welcome to Episode One of The AskMyAdvisor® Show: Inner Circle Secrets Not your typical podcast. This is where elite advisors, and the sharp people of the advisor world, share the little-known tips, skills, and cheat codes they use to win in business, relationships, and life. In this kickoff episode, we reveal the silent referral killer: We uncov…

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SOFcast S6 E6: Angel Cortes — From the Streets to the Regiment 1:12:28

3d ago1:12:28

1:12:28

🎙️ From a childhood of poverty and violence in Los Angeles to the ranks of the 75th Ranger Regiment, Angel Cortes’ story is one of grit, growth, and relentless purpose. In this raw and moving conversation, Angel shares how he escaped gang life, found a new mission in the Army, and eventually became a leader in the Ranger Regiment — even after setba…

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

3d 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…

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SOFcast Special Episode: “Moments That Matter” — Medal of Honor Panel at SOF Week 2025 1:01:58

10d ago1:01:58

1:01:58

🎙️ In this extraordinary SOFcast episode, we step away from the studio and onto the stage of SOF Week 2025, a premier joint conference co-hosted by U.S. Special Operations Command (USSOCOM) and the Global SOF Foundation. Recorded live in Tampa, this powerful panel titled “Moments That Matter” features three living SOF recipients of the Congressiona…

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

10d 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 …

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

15d 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…

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S6 E5 - Rob Zackery — Calling the Fight, Building the Team 1:07:44

17d ago1:07:44

1:07:44

🎙️ From calling in airstrikes with Green Berets and Rangers to leading Airmen across the globe, Rob Zackery’s career as an Air Force TACP is one of purpose, adaptability, and impact. In this episode, Rob shares what it takes to step into any team room and earn trust — not by rank or reputation, but by performance. He reflects on his early combat de…

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

17d 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
S6 E4 - Jariko Denman - Standards, Legacy, and Life Beyond the Regiment 1:17:15

24d ago1:17:15

1:17:15

SOFcast | Season 6, Episode 4: Jariko Denman — Standards, Legacy, and Life Beyond the Regiment 🎙️ From being “the demon cadre” at RIP to advising Hollywood directors and embedded reporting in Kabul, Ranger veteran Jariko Denman brings unapologetic honesty and hard-won wisdom to SOFcast. In this wide-ranging episode, Jariko shares what made him choo…

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

24d 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…

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

29d 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…

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S6 E3 - Nick Lavery - Choosing to Fight Forward 1:05:16

1M ago1:05:16

1:05:16

SOFcast | Season 6, Episode 3: Nick Lavery — Choosing to Fight Forward 🎙️ Few stories embody the spirit of SOF like Nick Lavery’s. The first Green Beret to return to combat as an above-the-knee amputee, Nick shares his incredible journey of resilience, mindset, and service — and how his fight didn’t end with recovery. Now an author, speaker, and me…

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S6 E2 - Melissa Johnson - Accelerating Innovation for SOF 56:11

1M ago56:11

56:11

SOFcast | Season 6, Episode 2: Melissa Johnson — Accelerating Innovation for SOF 🎙️ How do you rapidly deliver cutting-edge gear and tech to the world’s most agile warriors? USSOCOM Acquisition Executive Melissa Johnson joins SOFcast to pull back the curtain on how her team connects the team room to the tech world — fielding solutions faster, smart…

1
Season 6 Premier - GEN Bryan Fenton & CSM Shane Shorter - USSOCOM Command Team 1:27:34

1M ago1:27:34

1:27:34

SOFcast | Season 6 Premiere: GEN Bryan Fenton & CSM Shane Shorter 🎙️ SOF is purpose-built for exactly what our Nation demands: unmatched agility, readiness, and lethality — fueled by our people. In this powerful season opener, GEN Bryan Fenton and CSM Shane Shorter reflect on leading U.S. Special Operations Command, the relentless pursuit of excell…

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

1M 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…

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

1M 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-…

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

1M 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…

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

2M 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…

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

2M 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. …

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

2M 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…

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

2M 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…

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

2M 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…

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The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper 42:42

2M ago42:42

42:42

In this week’s episode of Quantum Growth for Financial Advisors, Jon welcomes Lera Kooper, Partner at Accountability Services, for an insightful conversation about the evolving role of CPAs in today’s advisory landscape. Lera shares her journey of transforming traditional, compliance-focused accounting into a proactive, year-round advisory service …

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108: Triad Member - The Uncommon Advisor Training Model that Captured $67M with Michael & Laura Lehrhaupt 1:17:44

2M ago1:17:44

1:17:44

New clients fuel growth, but without the right team, your firm will always hit a ceiling. That’s exactly why I wanted to speak with Michael & Laura Lehrhaupt, founders of Strategies for Wealth Management and longtime Triad members, who scaled their firm from $41M to $67M in just three years—without adding more hours to their week. Their growth didn…

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107: Christa Hardin - Enneagram & Entrepreneurship: Transform Your Business & Marriage 1:05:16

3M ago1:05:16

1:05:16

What if understanding one simple framework could transform your marriage, improve communication, and make you a better leader in your business? That’s what we’re diving into today with Enneagram expert Christa Hardin—and for the first time ever, my wife, Sarah, is co-hosting with me. The Enneagram isn’t just another personality test, it’s a powerfu…

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The Power of Decisive Action Part 3 – More, Better or Different: Crafting Your Next Best Action with Jon Kuttin 23:30

3M ago23:30

23:30

Part 3 of Our Hands-On Session with Jon Kuttin is Here! In this episode, Jon dives into the challenge of making the intangible tangible, emphasizing the importance of accountability and raising standards as a business grows. He introduces the phrase "higher level, new devil," highlighting how success brings fresh challenges that demand quick soluti…

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106: Solo - 3 Compensation Mistakes Financial Advisors Make When Scaling with Brad Johnson 19:48

3M ago19:48

19:48

If there’s one thing that can ruin a great team, it’s getting compensation wrong. I’ve seen it happen over and over—advisors accidentally overpaying, then having to backtrack (and losing their best people). Or underpaying, and wondering why top talent isn’t sticking around. In this solo episode, I’m breaking down the 3 biggest compensation mistakes…

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105: Shannon Rosic - The Evolution of Fintech & AI for Financial Advisors 1:05:33

3M ago1:05:33

1:05:33

Technology is evolving faster than ever, and financial advisors who ignore it risk getting left behind. That’s why I’m sitting down with Shannon Rosic, Director of WealthStack Content & Solutions at Informa, to talk about the cutting-edge advancements that are reshaping the financial services industry. Shannon has spent over a decade at the forefro…

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The Power of Decisive Action Part 2 – From Intangible to Tangible: Building Unstoppable Momentum with Jon Kuttin 23:36

3M ago23:36

23:36

Ready for part 2 of a real hands-on session with Jon Kuttin on decision making? Today, Jon goes deeper on this topic and focuses on the essential transition from conceptualization to implementation. He reviews a real example with his wealth management firm's commitment to moving clients' assets to a discretionary management system to enhance effici…

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104: Triad Member - Gathering $49M of New Assets in a 4-Day Work Week with Brent & Kim Wells 1:31:59

3M ago1:31:59

1:31:59

For most advisors, scaling a financial firm without sacrificing your personal life can feel completely out of reach—until you meet Triad Members, Brent & Kim Wells. As the husband-and-wife team behind Young Wealth Management, they had to figure out how to work together in the business Kim started, define their roles, and escape the overwhelm of rap…

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103: Jon Acuff - How to Set and Hit Bigger Goals (The High-Performer’s Mindset) 1:08:55

4M ago1:08:55

1:08:55

What if the difference between being good and being truly great was simply a mindset shift? Too many entrepreneurs and business leaders play it safe—setting goals that feel achievable instead of ones that push their limits. They stay “relatable” instead of aiming to be remarkable. But according to today's guest, Jon Acuff, real breakthroughs happen…

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The Power of Decisive Action Part 1 – Deciding vs. Doing with Jon Kuttin 13:58

4M ago13:58

13:58

Ready for a real hands-on session with Jon Kuttin on decision making? Join us for this week’s podcast with Jon as he delves into the distinction between decision-making and action, using a parable about frogs to illustrate that deciding to act is not the same as taking action. Jon outlines the concept of adult learning as The post The Power of Deci…

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102: Jim Kwik - Helping CEOs Think Faster & Remember More 1:06:02

4M ago1:06:02

1:06:02

How many times have you shaken someone’s hand, only to forget their name seconds later? Or finished a book, only to realize you can’t remember a single idea? We’ve all been there. But here’s the thing—what if you could actually train your brain to think faster, remember more, and gain an edge in both business and life? That’s where today’s guest, J…

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101: Michael Hyatt, Megan Hyatt-Miller, & Brad Johnson - Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Double Win Podcast) 59:06

4M ago59:06

59:06

If your business is taking over your life, it’s time to step back and rethink the playbook. Success shouldn’t come at the cost of everything else. The good news is, it doesn’t have to—and I’m the living proof. In this episode, the tables are turned as I take the guest seat on Michael Hyatt and Megan Hyatt-Miller’s podcast, The Double Win. We dive i…

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Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay 32:21

4M ago32:21

32:21

On this week’s episode of Quantum Growth for Financial Advisors, we shift gears towards the accounting firm industry and delve into a concept that is one of the core focuses of Kuttin Consulting Group - accounting firm partnerships. Today, we take it a step further and talk about accounting firm acquisitions as it relates to wealth The post Financi…

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100: Triad Member - Meet The Financial Advisor Who Scaled to $460M/Year by Thinking Bigger Than Himself with Anthony Pellegrino 58:55

4M ago58:55

58:55

Most advisors dream of growing their business to the next level without grinding themselves into burnout. But how do you scale without sacrificing your time, freedom, and sanity? In this milestone 100th episode of Do Business. Do Life., I sat down with returning guest, Anthony Pellegrino, founder of Goldstone Financial Group. His first appearance o…

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099: Patric Yumul - Business Growth Secrets from a Michelin-Star Restaurateur 1:01:56

5M ago1:01:56

1:01:56

What do Michelin-starred restaurants and top financial advisory firms have in common? More than you might think. In this episode, I’m talking with Patric Yumul, a hospitality industry leader who co-founded Mina Group with Chef Michael Mina, growing it from 4 restaurants to over 40 worldwide. Known for his expertise in fine dining, brand development…

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Identifying the Constraints in your Practice Part 3 with Jon Randall, CMC™ 32:01

5M ago32:01

32:01

On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Jon Randall again to dive into part 3 of our 3-part series about identifying constraints in your advisory business. Can you actively identify the true constraints within your business and overcome them to achieve sustainable growth? Jon Randall and Jon Kuttin dive The …

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098: Dr. Henry Cloud - Today May Be the Enemy of Your Tomorrow 1:05:48

5M ago1:05:48

1:05:48

What if the very thing that got you here is the one thing holding you back? As financial advisors, it’s easy to cling to familiar clients, strategies, or routines—but what happens when those very things start to cap your growth? Today on the pod, I’m talking with Dr. Henry Cloud—bestselling author, acclaimed leadership consultant, and a leading exp…

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097: Solo - The First Thing I’d Do as a Financial Advisor (If I Could Start Over) 29:31

5M ago29:31

29:31

If I had to start over as a financial advisor, what would I do differently? Today, I’m sharing the lessons I’ve learned from years of coaching the top 1% of financial advisors. Whether you’re just getting started or you’re already running a successful firm, this episode is packed with actionable steps to help you avoid the grind and build a busines…

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096: Triad Member - Scaling from $30M to $60M (Working 20hrs/Week) with Craig Sullivan & Bonnie Becker 1:12:21

5M ago1:12:21

1:12:21

Have you ever thought, “Is it really possible to scale my business and work less at the same time?” If so, this episode is for you. Today, I’m chatting with Triad Members Craig Sullivan, founder of Sullivan Financial Partners, and Bonnie Becker, the firm’s director of operations. They’ve completely transformed their business, shifting from a founde…

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095: Ken Coleman - Unlock Your Full Potential by Doing the Work You Were Wired to Do 59:15

5M ago59:15

59:15

What if the biggest obstacle standing in your way of success was you? Ken Coleman, bestselling author, host of The Ken Coleman Show, and co-host of the nationally syndicated Ramsey Show, reveals how to silence self-doubt and trust your heart to unlock your full potential. In this episode, Ken unpacks his powerful “three wire” cheat code for success…

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Best Quantum Growth Moments of 2024 22:07

6M ago22:07

22:07

As we head into the last few weeks of 2024 and get ready for the holiday season, we wanted to end this year of growth and personal development on a positive note and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast this year! Listen in for The post Best Quantum Growth Moments of 2024 appeared first…

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094: Dennis Moseley-Williams - The Secret to Building Lifelong Client Relationships 48:09

6M ago48:09

48:09

Is it possible to create lifelong clients who are obsessed with your brand? Dennis Moseley-Williams says yes—but only if you stop selling products and start creating experiences that truly change your clients’ lives. As a thought leader in the Experience Economy and founder of DMW Strategic Consulting, Dennis has helped countless financial advisors…

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093: Solo - Why Most Financial Advisors Are a Commodity (And What To Do About It) 37:52

6M ago37:52

37:52

Have you ever wondered how McDonald’s turned a simple hamburger into the Big Mac—one of the most iconic products in the world? What made them so different from every other hamburger stand that existed? They didn’t just sell ingredients; they sold a process, a unique experience that only they could deliver. Most financial advisors fall into the same…

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The Efficiency Factor with Libby Greiwe 51:45

6M ago51:45

51:45

Welcome back to Quantum Growth for Financial Advisors for one of our last episodes of 2024! This week, Jon welcomes Libby Greiwe of The Efficient Advisor to the show to talk about all things efficiency when running your advisory practice. Libby shares her transformative experience in the financial advisory industry, detailing how she restructured h…

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