The Elite Advisor Blueprint®: A Podcast for Financial Advisors

This week, we’re doing something a little bit different. In celebration of Father’s Day, I appeared on the Generation.Mom podcast. Their podcast rarely features fathers as guests, so it was an honor to talk to Lara and Jenn about how to prioritize parenthood and where to start. Like many fathers, I felt underprepared when my first child was born. As my kids got older, I worked hard to find the right balance between being a parent, a partner, and a business leader. BradleyJohnson.com/59

David Bach is one of America’s most trusted financial experts and bestselling financial authors of our time. Today, we discuss his new book, The Latte Factor. We also get into why it’s so important for financial advisors to get in front of millennial clients right now, the power of buying your children shares of stock in their favorite companies, key factors that allow financial advisors to sell their firms for huge multiples, and so much more! Show notes: BradleyJohnson.com/58

Pat Quinn is a presentation coach and the head speaking trainer for Advance Your Reach, where he’s coached some of the best speakers in the world. For advisors giving live seminars, this convo is going to help you better connect with your audience, which in turn means more appointments on the calendar. Not only are you going to get some incredible ideas to grow your business, but you'll also get a sneak peak inside one of Advisors Excel’s flagship trainings. Show notes: BradleyJohnson.com/57

Today I’m throwing in a bonus episode from my appearance on The Adviser Gap Podcast. It’s hosted by James Mousley and Sean Banks from, as they say, “across the pond” over in the UK. They’ve created their podcast to address the lack of training out there to help paraplanners bridge the gap into a true financial planning role. This is a common problem in the US as well, and the topic that we discuss during today's conversation. Show notes: BradleyJohnson.com/56

Hal Elrod is back for round 2 on the podcast! If you're unfamiliar with Hal and his Miracle Morning book and the morning routine that’s created a movement for millions worldwide. Today, we're talking about his latest book The Miracle Equation: The Two Decisions That Move Your Biggest Goals from Possible, to Probable, to Inevitable, which is officially live for purchase today. Show notes: BradleyJohnson.com/55

Phillip Stutts is the founder and CEO of Go BIG Media and Win BIG Media, two award-winning, disruptive agencies that use political digital strategies to get major results for clients in and out of politics - including financial advisors. Phillip is also the author of Fire Them Now - an excellent new book that identifies the lies marketing agencies use to try to get (and keep) clients. Show notes: bradleyjohnson.com/54

053: John Israel on The Mr. Thank You Project & How Intentional Gratitude Can Impact Your Life & Business

052: James Clear on How Financial Advisors Can Simplify the Complex with Mental Models and His New Book Atomic Habits

051: Gina Rainey on How Financial Advisors can Hire and Train Employees to 10X Growth

Hilary Hendershott is the founder of Hendershott Wealth Management and host of the Profit Boss Podcast - which is her #1 source for acquiring new clients. She’s generated over $37M of new assets in the last 10 months! She averaging 1 lead via her website per day, and is currently seeing 1 high net-worth lead - $500,000 or more of investable assets - come in every 6-7 days, most of which reach out via her website after listening in to her podcast. Show notes: http://bradleyjohnson.com

As the founder of Track That Advisor, Erica Pauly has created a business that helps financial advisors track all the metrics that matter in their business. Today, we discuss how financial advisors at every level can use data to work smarter - not harder. We explore how smaller firms can intelligently scale and make their first hires, as well as how larger firms can track their numbers to make sure each and every advisor on the team is performing at their optimal level.  Bradleyjohnson.com/49

Greg McKeown is the author of Essentialism: The Disciplined Pursuit of Less. This book quickly became one of my top reads of all-time as it truly spoke to me with something I've struggled with - balancing everything we want to do in business with the things that truly matter in life. As financial advisors, if there’s one thing we need, it’s a book on what NOT to do and a framework to focus on the things that truly matter. Show Notes: http://bradleyjohnson.com/48

Pellegrino is a world renowned custom bespoke tailor who has fitted professional athletes in the NFL, NBA, NHL, and MLB, Sugar Ray Leonard, and many other notable celebrities.  Today, we discuss fashion tips for financial advisors. We get into the brilliant, yet simple things that you can do to market yourself and stand out in a “sea of sameness". As financial advisors, we can learn a lot from Pellegrino’s processes and insights.  Get access to show notes & resources: BradleyJohnson.com/47

Greg Salciccioli is the CEO of CoachWell and author of The Enemies of Excellence, which explores why high achievers so frequently struggle with broken relationships, self-indulgence, disorientation, disarray, and a lack of professionalism. Today, Greg shares the biggest problems he’s seen in his 18+ years of coaching financial advisors and what to do about them! Download Greg's Enemies of Excellence Growth Guide and see how you can get a FREE copy of his book at BradleyJohnson.com/46

I'm talking with a legend in the world of finance, Mr. Roger Ibbotson himself. We talk all about how low interest rates and bond returns are putting many retirees in danger of not producing enough income from the fixed portions of their portfolios through retirement. You'll discover why Roger's math shows that fixed indexed annuities may prove a viable alternative in many retirement portfolios.