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]

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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]

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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

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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

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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

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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

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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

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

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

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!

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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