『The Elite Advisor Blueprint®: A Podcast for Financial Advisors』のカバーアート

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

著者: Brad Johnson
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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.© All Rights Reserved マーケティング マーケティング・セールス 個人ファイナンス 経済学
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  • 081: Robert Glazer on Elevating Your Team and Creating a High Performing Company Culture
    2020/07/21

    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

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    1 時間 29 分
  • 080: The Virtual FA Series™: Commander Kirk Lippold on USS Cole Al-Qaeda Attack & How to Lead in Times of Crisis
    2020/07/02

    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
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    1 時間 4 分
  • 079: Maria Konnikova on The Psychology of High-Stakes Poker and How it Applies to Financial Services
    2020/06/23

    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
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    57 分
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