The Elite Advisor Blueprint®: A Podcast for Financial Advisors show

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

Summary: The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent financial advising. Interviews with top thought leaders and industry experts, including Michael Hyatt, Ron Carson, Dan Sullivan, Donald Miller, Joey Coleman, Aaron Klein, John Ruhlin, Cameron Herold, Tucker Max and many more! Brad Johnson is VP of Advisor Development at Advisors Excel and mentors a small group of the country’s most elite financial advisors. This group captured close to $1B of new assets last year and relies on Brad and his team to help them maximize their marketing ROI, streamline their client acquisition process, and run their business like a CEO - not a salesperson. It's very difficult to outperform the core group of associations you surround yourself with and the simple formula of focusing on the biggest and brightest financial advisors in the country and facilitating the ease of how ideas are shared among them has led to industry leading results. charlie@podpostmedia.com

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Podcasts:

 044: Roger Whitney on How Financial Advisors Can Clone Their Ideal Clients by Podcasting & Syndicating Your Message Worldwide | File Type: audio/mpeg | Duration: 01:15:23

In today’s conversation, I’m speaking with The Retirement Answer Man himself, Roger Whitney. Besides being a CFP and having just about every other designation a financial advisor can have after his name, Roger is one of the few financial advisors in the US who has cracked the podcasting code and is actually using his weekly show to drive substantial assets to his firm from all over the country. Get today's show notes, resources, and special offers by visiting http://bradleyjohnson.com/44

 043: Math Vs Emotions: How Top Performing Financial Firms Maximize Their Marketing ROI | File Type: audio/mpeg | Duration: 16:18

Lately, I’ve been having a lot of conversations with financial advisors looking for the best ways to grow their firms, and I’ve been encountering one question more than just about any other: “How can I spend the least amount of money to maximize results - and get appointments on the calendar?” Find out more during today's episode! Get access to the full show notes by visiting BradleyJohnson.com/43

 042: Dr. Saadiq El-Amin on How Financial Advisors Can Attract Pro Athletes, Doctors, and Rock Stars as Clients | File Type: audio/mpeg | Duration: 01:19:53

Over the course of an extraordinary career, Dr. El-Amin has provided care for many pro athletes and other high net worth individuals. Athletes like Shaquille O’Neal and the President of Liberia. Today you'll learn how to apply his principles to your own practice so that you can land high net worth clients, just like him.  Show Notes: BradleyJohnson.com/42 Brad’s Offering a FREE 30 Minute Coaching Call to 5 Lucky Financial Advisors. Visit BradleyJohnson.com/apply to Apply.

 041: Chris Smith on The Campfire Effect™ Framework and Creating an Origin Story for Your Firm and Client Experience | File Type: audio/mpeg | Duration: 01:24:11

Chris Smith is the creator of The Campfire Effect™, which is a methodology designed to make your team, your partners, and your clients feel a true oneness and connection. Chris first used it to help his former business partners merge two long-standing financial services firms. The process helped them create a brand and client experience that attracted clients to them. Free Gift: http://bradleyjohnson.com/41

 040: Michael Port on Mastering Public Speaking as a Financial Advisor, the Red Velvet Rope Policy & How to Steal the Show | File Type: audio/mpeg | Duration: 01:16:08

Michael Port is a professional speaker, coach, and a 6-time bestselling author. Today, Michael breaks down the exact strategies he teaches his students to help them master the art of speaking, so they can professionally promote and present their message—which I know for financial advisors, is a big part of how to land new clients and build your business! Brad’s giving away copies of Michael’s book, Steal the Show. To find out how to get it absolutely free, visit: http://bradleyjohnson.com/40

 039: Jason Lahita on Leveraging PR as a Financial Advisor, Promoting a Book, & the Origin of FiComm Partners | File Type: audio/mpeg | Duration: 01:29:10

Jason Lahita is the president and co-founder of FiComm Partners—a PR firm that focuses exclusively on the independent advisory community and to my knowledge still the only PR firm out there that deals just in the financial advisory space. Jason is seen as one of the most respected PR professionals in our industry. Download Jason’s FREE Financial PR Starter Kit that Covers 3 Simple Tips to Establishing a Low-Cost, High-Value Media Relationship --> http://bradleyjohnson.com/39

 038: Daniel Crosby on Behavioral Finance, the Psychology of Bitcoin Mania, & The Laws of Wealth to Better Serve Your Clients | File Type: audio/mpeg | Duration: 01:12:05

Dr. Daniel Crosby is a psychologist, behavioral finance expert and asset manager who applies his study of market psychology to everything from financial product design to asset allocation. He’s also been named one of the "12 Thinkers to Watch" by Monster.com, a "Financial Blogger You Should Be Reading" by AARP and was honored as one of the "Top 40 Under 40" by Investment News.  Get Your FREE Copy of The Laws of Wealth: Psychology and the Secret to Investing Success at http://bradleyjohnson.com/38

 037: Brad Johnson on How Financial Advisors Can Build Referral Networks with Lawyers by Modeling Family Office Approach | File Type: audio/mpeg | Duration: 36:27

Over the last decade of conversations with financial advisors, I know one of the biggest frustrations in our industry is building referral relationships with Lawyers. Today I'm sharing my guest appearance on The Lawyerist Podcast as a way to help you crack the code on attorney referrals. Download “The Estate Planning Attorney Referral Blueprint™" by visiting http://bradleyjohnson.com/37 Show Notes: http://bradleyjohnson.com/37

 036: Jim Sheils on How Financial Advisors Can Run a Successful Business Without Sacrificing Their Family & the Board Meeting Framework | File Type: audio/mpeg | Duration: 01:07:10

This won’t be a typical episode where we talk about tactics to improve your marketing, appointment process, or how to scale your business. Today, Jim Sheils and I hit on something that’s far more important… how to make sure running a successful financial services practice doesn’t sabotage your relationship with your family.  Find out how to get a FREE copy of Jim’s book "The Family Board Meeting: http:/bradleyjohnson.com/36

 035: Nicholas Kusmich on Facebook Ads for Financial Advisors, Traditional vs Digital Marketing, & His Give First Lead Gen Framework | File Type: audio/mpeg | Duration: 01:01:58

Today I’m talking with Nicholas Kusmich, who is best known as the world’s leading Facebook advertising strategist and for delivering the highest ROIs in the industry. Today, he breaks down a simple Facebook advertising strategy that all you financial advisors can use to go after prospects with laser focus. To access the show notes, including links to resources mentioned, transcript, and a free copy of Nic's book, visit http:/bradleyjohnson.com/35

 034: David Meerman Scott on Prepping Your PR for the Next Market Correction, Trump's Winning Media Strategy, and Newsjacking 101 | File Type: audio/mpeg | Duration: 01:06:48

In this conversation, I talk with David Meerman Scott, a Marketing & Sales strategist and 3x international bestselling author. He's authored books such as "The New Rules of Marketing & PR" and "Newsjacking", which talks about some of the strategies Donald Trump utilized to hijack headlines and generate free press in our most recent election. Get access to David’s top tips and strategies to leverage digital marketing right here: http://bradleyjohnson.com/34

 033: Process vs Product: What Financial Advisors Can Learn From the Most Successful Pitch in Shark Tank History | File Type: audio/mpeg | Duration: 26:45

The most common question I get is “How do I get more appointments on the calendar?” Today, I 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! Full Show Notes; http://bradleyjohnson.com/33

 032: Hal Elrod on Beating Cancer, Building a Community, & How Financial Advisors Can Create a Miracle Morning Routine | File Type: audio/mpeg | Duration: 01:32:20

In this conversation, I finally get the chance to sit down with a special guest and buddy of mine, Hal Elrod. He’s one of the most inspiring keynote speakers in the world, creator of one of the fastest growing online Facebook communities on the web, and author of the bestselling book series—The Miracle Morning. To access the full show Notes, including links to all the resources mentioned and transcripts, visit: http://bradleyjohnson.com/32

 031: DLynn Proctor on Wine Tasting 101 for Financial Advisors, Hosting Events for the Affluent & A Customer Service Lesson from The French Laundry | File Type: audio/mpeg | Duration: 01:26:55

Today, I’m talking with DLynn Proctor, who has over a decade of experience in the wine industry and is one of the foremost experts in the world of wine. He is a winemaking ambassador for Penfolds Americas in Napa, California and was featured in the internationally acclaimed wine documentary ‘SOMM’. Don't forget to download "Hosting Your Own Wine Event 101 For Financial Advisors - Checklist and Timeline" by visiting the full show notes page: http://bradleyjohnson.com/31

 030: Garrett Gunderson on Transitioning from Tragedy to NYTimes Bestseller, Attracting Business Owner Clients, & Modeling a Family Office Approach | File Type: audio/mpeg | Duration: 01:47:21

Today, I’m talking with Garrett Gunderson, who is the Founder and Chief Wealth Architect of Wealth Factory, a company that’s breaking all the rules for how to work with business owners and high-growth entrepreneurs. Wealth Factory’s best described as a virtual Family Office and for you advisors looking for the secret formula for connecting with business owners, Garrett gives you all the tools in this conversation. See Full Show Notes & Resources at http://bradleyjohnson.com/30

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