033: Process vs Product: What Financial Advisors Can Learn From the Most Successful Pitch in Shark Tank History

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

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33:42

ChatGPT Agent is here! ↳ What the heck is it? ↳ How does it work? ↳ What do you need to know? Glad you asked, shorties. Join us for the answers. Square keeps up so you don't have to slow down. Get everything you need to run and grow your business—without any long-term commitments. And why wait? Right now, you can get up to $200 off Square hardware at square.com/go/jordan. Run your business smarter with Square. Get started today. Newsletter: Sign up for our free daily newsletter More on this Episode: Episode Page Join the discussion: Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn. Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineup Website: YourEverydayAI.com Email The Show: info@youreverydayai.com Connect with Jordan on LinkedIn Topics Covered in This Episode: ChatGPT Agent Mode Overview & Naming Live ChatGPT Agent Demo Walkthrough ChatGPT Agent Mode Availability & Pricing Operator vs. Deep Research Capabilities Explained ChatGPT Agent Virtual Computer Functions Spreadsheet and PowerPoint Generation in ChatGPT Mini RAG-Ready Agents with Data Connectors ChatGPT Agent Security and Biological Risk Classification Timestamps: 00:00 "Introducing ChatGPT Agent" 03:41 Potential Delay for Paid Plan Rollout 09:24 "Chat GPT Agent: New Tools Overview" 12:44 OpenAI-Microsoft Tensions Over Software Overlap 16:42 "ChatGPT's New RAG Feature Unveiled" 21:55 AI Agent with Weapon Risk 23:31 Agent Models: Boon or Bane? 29:05 "Agent Mode: Seamless Editing Integration" Keywords: ChatGPT Agent, Agent Mode, OpenAI, virtual computer, Agentic skills, Operator, Deep Research, browsing websites, web research, synthesizing information, Microsoft competitor, PowerPoint creation, Excel spreadsheet creation, terminal access, public API integration, connectors, data analysis, image generation, multi-agent environments, retrieval augmented generation, mini RAG, AI operating system, human-in-the-loop, security concerns, biology classifier, biological weapons classification, chemical weapons classification, O3 model, Google Gemini 2.5 Pro, agentic models, AI workflows, editable slide deck, Microsoft Office alternative, AI-powered presentations, spreadsheet automation, cloud-based agents, AI task automation, calendar integration, Gmail connector, Google Drive connector, Outlook connector, team collaboratio Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Try Gemini 2.5 Flash! Sign up at AIStudio.google.com to get started. Try Gemini 2.5 Flash! Sign up at AIStudio.google.com to get started. Try Gemini 2.5 Flash! Sign up at AIStudio.google.com to get started.…

8 years ago 26:45

MP3•Episode home

Over the years, we’ve dealt with a lot of offices, usually bringing anywhere from $3M to $150M+ in assets per year. No matter what the size of the firm, the most common question I get time after time, remains the same.

“How do I get more appointments on the calendar?”

Shocker, I know ;) But, it’s still an area that most independent financial advisors have yet to master. Today though, I’m going to explain something I've found that is an absolute game changer and comes even BEFORE you "dial up" the marketing spend to increase appointments...

In fact, I’m about to share the secret ingredient that 99% of the financial services industry is failing to add to their mix—even billion dollar asset managers don’t always get this right.

It’s the exact same thing that’s preventing YOU from differentiating yourself from every other advisory firm on the block!

Get access to the full show notes by visiting: http://bradleyjohnson.com/33

81 episodes

033: Process vs Product: What Financial Advisors Can Learn From the Most Successful Pitch in Shark Tank History

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

19 subscribers

published 8 years ago

MP3•Episode home

“How do I get more appointments on the calendar?”

In fact, I’m about to share the secret ingredient that 99% of the financial services industry is failing to add to their mix—even billion dollar asset managers don’t always get this right.

It’s the exact same thing that’s preventing YOU from differentiating yourself from every other advisory firm on the block!

Get access to the full show notes by visiting: http://bradleyjohnson.com/33

81 episodes

All episodes

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
081: Robert Glazer on Elevating Your Team and Creating a High Performing Company Culture 1:28:47

5 years ago1:28:47

1:28:47

In today’s conversation, I’m speaking with Robert Glazer. Bob is the CEO of Acceleration Partners, a global affiliate agency trusted by some of the world’s top brands to manage their partner marketing programs. In addition to serving their clients at the highest level, Acceleration Partners has built a reputation on being known for their incredible company culture, and they’ve been recognized globally with culture awards year after year. In fact, Bob was ranked #2 on Glassdoor’s list of Top CEO of Small & Medium Companies in the US. Bob is also the author of Elevate: Push Beyond Your Limits and Unlock Success in Yourself and Others , a USA Today and Wall Street Journal bestseller, the host of the “Elevate” podcast, and the author of the “Friday Forward” newsletter - five minutes of inspiration and motivation read by over 100,000 people in 60 countries each week. If you’re looking to grow as a financial advisor, leader, and author, Bob’s proven framework and ideas, as well as the lessons he learned as his life changed along the way, make today’s conversation a must-listen. Here are 3 of my big takeaways from this episode… #1: How Bob turned a weekly newsletter into a Wall Street Journal bestselling book. [08:26] #2: Bob’s unique 4-Part Elevate framework for holistic training - and how you and your team can use it to find spiritual, intellectual, physical, and emotional balance, build momentum, and excel in life. [12:30] #3: What Bob did to build an award-winning company culture that defines his business - including the unique concept of transitioning employees out of your business versus firing them. [58:05] FREE GIFT Get a FREE Autographed copy of Robert's Book, Elevate: Push Beyond Your Limits and Unlock Success in Yourself and Others by visiting BradleyJohnson.com/81 SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/81 FOLLOW ON SOCIAL Virtual Financial Advisor™ Facebook Group YouTube Interviews - The Elite Advisor Blueprint YouTube Clips - The Best Bite Sized Clips from the Show Twitter LinkedIn Instagram…

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
080: The Virtual FA Series™: Commander Kirk Lippold on USS Cole Al-Qaeda Attack & How to Lead in Times of Crisis 1:03:30

5 years ago1:03:30

1:03:30

In today’s conversation, I’m speaking with Commander Kirk Lippold. Commander Kirk was the commanding officer of the USS Cole, a Navy warship attacked by Al-Qaeda 11 months before the events of September 11, 2001. As financial advisors living through COVID-19, not only is it important to focus on the technical aspect of meeting with clients virtually, but also the mental side of dealing with the current pandemic. Asking ourselves questions like " What mindset is required to help us all navigate these interesting times? " Much of today's conversation speaks directly to that. How to take action and lead our teams through some of the toughest challenges some of us have ever faced in life and in business. Today, Commander Lippold joins the podcast to share his perspective on leadership during times of crisis and deconstructs decision making for you and your team. Here are 3 of my big takeaways from this episode: #1: What happened on the day the USS Cole was attacked - the story behind it and the mental framework Commander Lippold leaned on to navigate a literal life-or-death situation for him and his crew. [7:00] #2: How to prioritize and act faster in a crisis - and why, as Commander Lippold puts it, "The wounded don’t matter if the ship sinks." [11:17] #3: The Technology and tools that Commander Kirk has adopted to provide value to his clients and give virtual presentations during a time when in-person speaking engagements are currently impossible. [30:41] FREE GIFT Get Access to The Virtual Financial Advisor Series™ Facebook Group. Visit BradleyJohnson.com/virtualfa to Join! SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/80 FOLLOW ON SOCIAL Virtual Financial Advisor™ Facebook Group YouTube Interviews - The Elite Advisor Blueprint YouTube Clips - The Best Bite Sized Clips from the Show Twitter LinkedIn Instagram…

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
079: Maria Konnikova on The Psychology of High-Stakes Poker and How it Applies to Financial Services 56:47

5 years ago56:47

56:47

In today’s conversation, I’m talking to Maria Konnikova. Maria holds a PhD in psychology, is a writer for The New Yorker , and is a 2x NY Times Bestseller as the author of Mastermind and The Confidence Game . In her newest book, The Biggest Bluff , she tells the story of her deep dive into the world of professional poker with mentor and Poker Hall of Famer, Erik Seidel. Over the course of her studies, she went from the idea of planning a 1 year project, as an observer and student trying to understand the psychology of professional poker (while mentoring under Erik Seidel), to being fully immersed and drawn in as a participant who walked away with over $300,000 in winnings. Today, Maria joins the podcast to share insight into the psychology behind high-stakes poker, and how pressure and big money can impact our decisions. We also get into her previous work from her book, The Confidence Game , where she deconstructs ponzi schemes and common themes for identifying them. So, whether you’re a fan of Texas Hold’em (like me), or simply interested in an eclectic conversation around psychology and money, this was a fun one, and it applies to financial services on many fronts. FREE GIFT Get a FREE Autographed Copy of Maria Konnikova's Book, The Biggest Bluff by visiting BradleyJohnson.com/79 SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/79 FOLLOW ON SOCIAL Virtual Financial Advisor™ Facebook Group YouTube Interviews - The Elite Advisor Blueprint YouTube Clips - The Best Bite Sized Clips from the Show Twitter LinkedIn Instagram…

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
078: The Virtual FA Series™: Simon Bowen on How to Use Visual “Whiteboarding” Models to Simplify the Complex 1:07:54

5 years ago1:07:54

1:07:54

In today’s episode of “The Virtual Advisor Series,” I’m talking to Simon Bowen. Simon is the creator of the Models Method and one of the world’s foremost experts on how to create effective sales diagrams and models. He has worked with leading digital marketers, CEOs, speakers, and consultants to help them gain clarity, truly understand their businesses and spike their conversion rates. Simon has also led all his sales and client conversations via Zoom for years, making his expertise especially valuable now that almost all of us are quickly learning how to run digital businesses. Today, Simon joins the podcast to share his proven framework for leading highly effective digital meetings with clients all over the world. If you normally listen to just the podcast, I need to tell you that you need to watch today’s episode on our YouTube channel or in the Virtual Financial Advisor™ Facebook group . Over the course of our discussion, Simon shares a number of visuals from his iPad, creates diagrams, and walks advisors through the framework he uses to create resonant client messaging. In his words, you’re going to miss out on 83% of the context of this episode without the visual aids. FREE GIFT Free Video Walk Through by Simon Bowen - Simplify the Complex and Help Your Clients Reach their Goals. Get access by visiting BradleyJohnson.com/78 SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/78 FOLLOW ON SOCIAL Virtual Financial Advisor™ Facebook Group YouTube Interviews - The Elite Advisor Blueprint YouTube Clips - The Best Bite Sized Clips from the Show Twitter LinkedIn Instagram…

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
077: The Virtual FA Series™ - Ryan Levesque on Using The ASK Method® to Build a List of Ideal Prospects and How to Choose Your Niche 1:14:02

5 years ago1:14:02

1:14:02

In today’s conversation, I’m speaking with Ryan Levesque. Ryan is the CEO of The ASK Method® Company, and the #1 national best-selling author of Ask, which was named by Inc. as the #1 Marketing Book of the Year. His work has been featured in the Wall Street Journal, USA Today, Forbes, and Entrepreneur, and over 250,000 entrepreneurs subscribe to his email newsletter offering business advice. Ryan also worked in financial services selling to ultra high net worth individuals, so he knows a lot about the challenges and circumstances unique to our industry. For those of you looking to improve your prospecting and niche down to build up your practice, this conversation is going to be hugely valuable! Here are 3 of my big takeaways from this episode… #1: What exactly is The ASK Method® and how can it help your advisory practice sell at scale to thousands of people each and every month, directly from your own website. [23:35] #2: How to use Ryan’s “Deep Dive Survey” to uncover the exact language that will attract and convert the most profitable segment of your market. [34:01] #3: How Ryan’s new book Choose can help Financial Advisors determine if they’re serving the right niche and why you should be re-evaluating your market every few years. This book is also a great resource you can use to help any of your clients who are preparing to transition out of their career and into building a business of their own! [01:05:49] FREE OFFER Get a FREE Autographed Copy of Ryan Levesque’s Book, Choose. Visit BradleyJohnson.com/77 to 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/77…

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
076: The Virtual FA Series™: Pat Quinn on Adapting from Seminars to Webinars, What Stays the Same & What Changes 56:52

5 years ago56:52

56:52

In today’s episode of The Virtual Financial Advisor Series™ 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…

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
075: The Virtual FA Series™: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients 1:11:50

5 years ago1:11:50

1:11:50

In today’s episode of The Virtual Financial Advisor Series™,” 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…

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
074:The Virtual FA Series™: Bryan & Shannon Miles on How to Create an Award-Winning Culture without a Physical Office 1:25:57

5 years ago1:25:57

1:25:57

In today’s episode of The Virtual Financial Advisor Series™ 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…

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
073: The Virtual FA Series™: Phillip Stutts on Marketing Your Business During COVID-19 1:20:18

5 years ago1:20:18

1:20:18

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 Series™ 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 Series™ 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…

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
072: Michael Hyatt on What It Means to Be a Vision Driven Leader 1:19:54

5 years ago1:19:54

1:19:54

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…

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
071: The Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and Marketing 1:10:03

5 years ago1:10:03

1:10:03

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…

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
070: Mike Koenigs on Connecting & Becoming Unforgettable to the Rich & Famous, Building a Media Empire, & Investing in Yourself 1:47:13

5 years ago1:47:13

1:47:13

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…

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
069: Jason Hewlett on Finding Your Signature Moves and the Power of Human Connection 1:20:34

5 years ago1:20:34

1:20:34

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…

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
068: BONUS - How Financial Advisors Can Build Wildly Successful Marketing Machines - Between Now and Success 1:16:48

6 years ago1:16:48

1:16:48

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 Get the Marketing ROI Calculator for Financial Advisors. 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…

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

1
067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients 2:00:16

6 years ago2:00:16