The Elite Advisor Blueprint®: A Podcast for Financial Advisors

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

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

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

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

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! 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

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

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

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

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

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

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

Today, I’m talking with Michael Kitces. If you’re in financial services and aren’t familiar with Michael, my guess is you haven’t been on the internet recently as he has one of the most prolific platforms in all of finance. Michael creates content deconstructing some of the most complex financial planning topics out there and he shares much of this on his blog, Nerd’s Eye View - which is actively followed by over 36,000 subscribers. He’s also a partner in a number of other businesses including: Director of Wealth Management at Pinnacle Advisor Solutions, co-founder of XY Planning Network with past guest Alan Moore, and he currently produces 2 podcasts, Kitces & Carl (which he co-hosts with Carl Richards, creator of the NYTimes Sketch Guy column and the Behavior Gap blog) as well as Financial Advisor Success - one of the most highly rated podcasts for financial advisors on the internet. As a self-titled life long learner, he’s also collected a number of graduate degrees and designations including a Master of Science in Financial Services, Master’s in Taxation, CFP, CLU, ChFC and numerous others. In typical Kitces fashion, this is an expansive episode, so if you are travelling for the holidays, no worries, we have you covered!   FREE OFFER Get a Copy of Michael Kitces's Report, 5 Financial Advisor Blogging And Social Media Lessons I’ve Learned (The Hard Way). Visit BradleyJohnson.com/67 to get access!     SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/67

Today, I’m talking to Bob Burg. For 30 years, Bob’s been helping sales leaders and their teams more effectively communicate their value and grow their businesses in ways they never thought possible. His book, The Go-Giver, is a Wall Street Journal bestseller that has sold close to a million copies since its release. It was rated #10 by Inc. Magazine as one of the Most Motivational Books Ever Written, and was on HubSpot’s 20 Most Highly Rated Sales Books of All Time. Bob has been named one of the 30 Most Influential Leaders by The American Management Association, as well as one of Inc.’s 100 Great Leadership Speakers. I was fortunate enough to see Bob speak at our company’s Journey event in Indianapolis earlier this year, and I knew I had to get him on the show to share his wisdom with all you Blueprint listeners. In our conversation, you’ll discover why shifting your mindset from "getting" to "giving" isn’t just the most fulfilling way to live life and do business, but it’s also the most profitable!   FREE OFFER Get a FREE Copy of Bob Burg’s Book, The Go-Giver Bob Burg’s 10 Feel-Good Questions   SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/66

On today’s podcast, Dr. Daniel Crosby is back for round 2! Daniel’s first appearance is still one of our show's most-downloaded episodes to date. So, I’m honored to have him back on and I know all of you are going to get a ton of value from this one. In this conversation, we dive into Daniel’s most recent book, The Behavioral Investor, in which he examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. It’s one of the most comprehensive examinations of investor behavior done to date, and he provides readers with concrete solutions that will refine their decision-making processes, increase self-awareness, and help them constrain the fatal flaws to which most investors are prone.   FREE OFFER Get A FREE Copy of Daniel Crosby's Book, The Behavioral Investor Visit BradleyJohnson.com/65 to see how you can claim your offer!    SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/65

On today’s podcast, I’m talking to Jason Khalipa - Jason was crowned the Fittest Man on Earth in 2008 and is regarded as one of the most accomplished athletes in CrossFit Games history. He’s the Founder of NCFIT, which is a global company with thousands of participants worldwide, aimed at making fitness effective, fun, and accessible. He’s also the author of "As Many Reps as Possible" where he reveals simple principles to take control of your life and harness your true potential. Jason and I first crossed paths last year at Jayson Gaignard’s Mastermind Talks event and after a few morning workouts with him, it not only became clear how he became an elite CrossFit athlete, but also how he’s taken that and applied it to becoming an incredible coach and entrepreneur. I’m honored to have him on the show and share with you all just how much financial services and fitness have in common and how to incorporate the mindset of a world-class athlete into your own business! Here are just a few highlights of what we get into: How you can take your clients from financially unfit to fit - and why having a proprietary process is absolutely vital to building and scaling a successful practice. How to hold your team accountable - and how Jason reacted when a mentor told him he had a hobby, but not a business - this is a critical lesson for every financial advisor to hear. The story of his daughter’s battle with leukemia and why scaling his business gave him the power to take a vital step back during a critical moment in his life.   FREE OFFER Get a FREE Autographed Copy of Jason Khalipa’s Book, As Many Reps As Possible. Visit BradleyJohnson.com/64 to claim your offer!    SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/64

Watch the YouTube video at the top of the show notes page, to see Chris’s screen as he walks you through The 4 Disciplines of Execution! On today’s podcast, I’m talking to Chris McChesney. Chris is the Global Practice Leader of Execution for Franklin Covey, where he serves as one of the primary developers of The 4 Disciplines of Execution - a framework for accomplishing strategic business goals and creating lasting organizational change. Chris has led many of the most noted implementations of The 4 Disciplines, including Marriott International, Shaw Industries, Ritz Carlton, Kroger, Coca Cola, Comcast, Frito Lay, Lockheed Martin and Gaylord Entertainment, to name a few. I first came across his work through Michael Hyatt, who called The 4 Disciplines of Execution the gold standard for his team. It’s one we’ve implemented into our team’s weekly ritual as well. Today, I’m honored to have Chris on the podcast to talk about how to simplify what’s really tough for a lot of financial advisors to execute on - and the tools and techniques you can use to inspire your team to help them not only meet your goals, but their own as well.   FREE OFFER Get a FREE Autographed Copy of Chris McChesney’s Book, The 4 Disciplines of Execution Visit BradleyJohnson.com/63 to see how you can claim your offer!    SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/63

In today’s conversation, I finally get the chance to sit down for a long overdue conversation with Bo Eason. Bo has one of the most unique back stories of any guest we’ve had on the show. After college, he was drafted by the Houston Oilers and played safety for them before a premature knee injury ended his career. After the NFL, Bo aspired to become the best stage performer of his time and spent time personally mentoring under Al Pacino before writing and starring in his one-man Broadway show, Runt of the Litter. In his third and current act, he's focused his energy on helping others both craft and tell their own stories from stage and is now a highly sought out speaker and coach. He dives into all of this and more in his soon-to-be-released book, There's No Plan B for Your A-Game, which we discuss in today’s conversation. Today, I’m honored to have him on the podcast to talk about how he's mastered the art of performance, what makes his presentation so compelling no matter how many times I’ve seen it, and how financial advisors can tell their story and make their own speaking engagements more effective on every level.   FREE OFFER Get a FREE Autographed Copy of Bo Eason’s Book, There's No Plan B for Your A-Game: Be the Best in the World at What You Do Pre-Launch bonuses if you purchase 5 or more copies of Bo's new book.  Visit BradleyJohnson.com/62 to see how you can claim your offer!    SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/62

In today’s conversation, I grab some time with Carl Richards. For those of you unfamiliar with Carl, he is a CFP and creator of the Sketch Guy column, which has appeared weekly in the New York Times since 2010. Carl and his work have also been featured on Oprah.com, and Forbes.com and he frequently keynotes at financial planning conferences around the world. Through his simple sketches, Carl makes complex financial concepts easy to understand and these sketches have served as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money. Today I’m excited to bring this conversation to you as I’m not sure we’ve ever done a deeper dive into the structure of a proper appointment process on this show and the psychology of why your prospects make the decision to either work with you or someone else.   FREE OFFER Get A FREE Copy of Carl Richard's Book, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money Visit BradleyJohnson.com/61 to see how you can claim your offer!    SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/61

In today’s conversation, I sit down with Bryan Miles. Bryan is the co-founder, along with his wife, Shannon, of Belay Solutions (formerly known as EA Help). Belay provides virtual assistants to help business owners and C-level execs in a number of industries grow without the added stress of having to do everything on your own. I was introduced to Bryan through our mutual friend Michael Hyatt who started out as a client of Belay, and in turn, Michael put Belay on the map with a single tweet. If you’re finding yourself with email inbox overwhelm, getting bogged down with travel bookings, or stress at home due to lack of calendar integrity you’ll want to put this episode on repeat. Also, don’t miss the advice midway through the episode that Bryan got on the side of a mountain while climbing with one of his mentors on what it truly means to “own a business.” Some of the wisest advice I’ve heard in any interview I’ve ever done.   FREE OFFER Get a FREE Copy of Bryan's Book, Virtual Culture: The Way We Work Doesn’t Work Anymore, a Manifesto.   Get Bryan's Delegation Matrix - The 5 Things to Delegate to Save 15 Hours This Week + The Executive Template Visit BradleyJohnson.com/60 to see how you can claim your offer!    SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/60

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. In today’s podcast, we talk about the importance of date nights, how to stop policing (and start empowering) your children, and the unique connection that fathers have with their kids. If you’re a parent or parent to be, it’s a must-listen.   FREE OFFER Get a FREE Copy of Jim Sheils' Book, The Family Board Meeting. Visit BradleyJohnson.com/59 for the full 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/58   SUBSCRIBE TO THE PODCAST Never miss an episode of The Elite Advisor Blueprint! Subscribe to the podcast so each conversation is automatically delivered straight to your device. Visit BradleyJohnson.com/review and subscribe today!  

David Bach is back for round 2!! David is one of America’s most trusted financial experts and bestselling financial authors of our time and previously appeared on Episode 21 for those of you that missed it. Today, we discuss the journey behind his new book The Latte Factor, which has already become an international bestseller. David shares his story of a dinner with Paulo Coehlo, author of The Alchemist and one of my favorites, that led to him finally writing this story after putting it off for over 10 years and why this story is so different from his previous 9 NYTimes Bestsellers. 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 why growth doesn’t have to mean less freedom. I think it will be clear after this conversation that David isn’t just some talking head who only sells books, but really knows our industry at a deep level.   FREE OFFER Get a FREE Copy of David’s Book, The Latte Factor: Why You Don't Have to Be Rich to Live Rich. Visit BradleyJohnson.com/58 for the full 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/58

In today’s conversation, I speak with Pat Quinn. Pat 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, including New York Times bestselling authors, 6 former Olympians, and pastors you see on TV every Sunday. We first connected through Advance Your Reach founder Pete Vargas. Pete invited me to what I would call the American Idol of speaking, where I saw Pat coaching speakers and literally tweaking their presentations on demand. I instantly knew Pat could help many of you advisors out there giving live seminars better connect with your audience, which in turn means more appointments on the calendar. We then invited Pat to our largest event of the year where he preceded to crush at such a level that we decided to make him one of our trainers… so in this conversation you are not only going to get some incredible ideas to grow your business, but also a sneak peak inside one of Advisors Excel’s flagship trainings. Our conversation today gets to the heart of the simple things you can do to make your presentations and speaking events more effective: the importance of storytelling, how to avoid drowning your audience in data, and what you need to do to get audience members excited about working with you before your final pitch. If you’re looking to up your conversions and schedule more appointments, you’re going to want to put this episode on repeat as many of our clients have doubled and even tripled their conversion ratios after a coaching session with Pat.   FREE OFFER Get Pat Quinn’s FREE Report “11 Presentation Requirements for Success” Apply to attend The Catalyst LIVE event (expenses covered for qualified 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/57

Today I’m throwing in a bonus episode as this is a guest appearance I had 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. I continue to be blown away by the power and reach of podcasting as I connected with the two of them after they gave a few of my episodes a listen 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, as from my experience, most successful advisors were simply educated by the school of “hard knocks” and oftentimes have simply outlasted and out-marketed their competition. So with that in mind, I thought it would be helpful to share this episode for both those paraplanners out there looking to make the transition to client-facing financial advisors, as well as those CEOs and Founders looking for a training track to develop and add new advisors to the team. I hope you find this episode helpful and for those firms out there facing this problem, be sure to search for The Adviser Gap podcast out there and give them a subscribe as James and Sean will be addressing this topic on each and every show!   FREE OFFER Apply to attend The Catalyst LIVE event (expenses covered for qualified advisors). Visit BradleyJohnson.com/56   SHOW NOTES To get access to today's show notes, transcript, and links to all the resources mentioned, visit 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, be sure to check out our first conversation, it's Episode #32. Hal last joined the podcast back in 2017, it was literally his first interview since being diagnosed cancer free. Since then, in addition to finishing his new book (which we’ll dive deep into today), he’s also wrapped up a soon-to-be-released documentary on the Miracle Morning, he hosts his own podcast, speaks for audiences around the world, and flat out stays busier than anyone else I know... and that in less than two years since recovering from a life-threatening illness. Most of what we cover today is on Hal’s 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. I’ve already read through, highlighted, and dogeared my pre-release copy and I’m looking forward to sharing Hal’s insights in this conversation. Even better, for those financial advisor authors out there, Hal walks through his behind the scenes book promotion strategy for Miracle Morning and how that’s evolved for his latest book, the best part being that most of it was done with no marketing budget!   FREE OFFER Get a FREE copy of Hal Elrod’s new book The Miracle Equation: The Two Decisions That Move Your Biggest Goals from Possible, to Probable, to Inevitable (while supplies last) Apply to attend The Catalyst LIVE event (expenses covered for qualified advisors)   SHOW NOTES To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/55

In today’s conversation, I’m humbled and blessed to be speaking with Phillip Stutts. Phillip 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. His book is full of powerful true stories about how to get advantages, even when your competition has name brand recognition and can outspend you. Our conversation today digs deep into what financial advisors can learn from politics, how to build the best possible version of your company, and the humbling experience that has changed Phillip’s life for the better.   FREE OFFER Get Phillip’s free report The 3 Secrets You Need to Know Before You Hire (or Fire) a Marketing Company. You'll also receive The 5-Minute Marketing Audit to Growing Your Business Visit BradleyJohnson.com/54 SHOW NOTES To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/54

Happy Thanksgiving! On a day where we should sit back and reflect on all that we are thankful for, I am humbled to share this conversation with you all.  My buddy, John Israel, is the author and founder of The Mr. Thank You Project: A Journey to Elevate the Level of Gratitude on the Planet.... One Card at a Time. Over the course of a year, he wrote 5 thank you cards a day, EVERY day – that’s 1,825 handwritten thank you cards over the course of a year!!! His new book tells the story of the surprising and amazing things that happened along the way! It's easily one of the top books I've read in 2018 and if you're looking to learn how expressing gratitude - both personally and professionally - can make you a better financial advisor and a better person ... this episode is for you! FREE OFFER Get a free autographed copy of John's book The Mr. Thank You Project: A Journey to Elevate the Level of Gratitude on the Planet One Card at a Time  As a bonus, you'll also receive the The Mr. Thank You - 30 Day Challenge. Visit BradleyJohnson.com/53 SHOW NOTES To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/53

In today’s conversation, I get to sit down with James Clear. James's career arc has had a few twists and turns along the way as he got his start as a travel photographer and has worked in over 30 countries. Today he focuses much of his time on writing and speaking having launched one of the most followed blogs on the internet at jamesclear.com - he also shares much of this wisdom out on Twitter and as of this recording has 110,000+ followers. In this conversation, we cover a number of topics, including diving into his just released book, Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones, which covers mindset and the concepts behind the mental models that help to predict human behavior. James’s work is very relevant for financial advisors - especially when it comes to talking about complex concepts, the many different emotions that influence decision making, and how to build trust with prospective clients in a world where we all struggle with information overload. I especially love James's philosophy of, "believing that you do not rise to the level of your goals. You fall to the level of your systems.” When I survey the landscape of the top performing advisors we work with who’ve made the leap from salesperson to CEO, I don’t know if there’s a statement that could ring more true than that one, as they all rely on systems… So, if you’re looking to grow your business or simply transform your daily routine for the better - today’s episode is a must-listen. FREE OFFER Get a free autographed copy of James Clear's book Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad. Plus, you'll get his bonus eBook "Transform Your Habits". Visit BradleyJohnson.com/52 SHOW NOTES To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/52

As the leader of AE Coach at Advisors Excel - Gina Rainey specializes in “total practice management” where she set out to help advisors bridge the gap between the process-driven brains of their employees and the quick start entrepreneurial mentality many independent advisors operate by. Over the last decade, she's helped offices struggling with high turnover and lack of structure become high-performing organizations, she’s empowered advisors to learn how to better utilize their time and revolutionize their business which has led them to grow like few others in this industry. Gina’s fingerprints are on almost all of Advisors Excel's top performing practices, and there’s a reason for that. Today, she makes a long-overdue appearance on the podcast to talk about how she helps implement organizational change that leads to massive returns. FREE OFFER Get Gina Rainey’s 19 Segment AE Coach Video Series. Visit BradleyJohnson.com/51 Apply to attend our next event (September 16-18) - which focuses on how financial advisors can make the leap from traditional old school marketing, to the digital frontier. And guess what, for qualified candidates, we'll cover your costs to attend, including flight, hotel and entrance to the event. To fill out an application, visit BradleyJohnson.com/thecatalyst SHOW NOTES To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/51

I’m thrilled to speak with Hilary Hendershott, founder of Hilary Hendershott Wealth Management. She’s also the host of the Profit Boss Podcast, which has become her primary source for acquiring new clients. In fact, it’s worked so well, that she’s generated over $37M of new assets in the last 10 months! She receives an average of 1 lead via her website per day, and is currently seeing 1 high net-worth lead - which she defines as $500,000 or more of investable assets - come in every 6-7 days, almost all of which reach out to her via her website after listening in to her weekly podcast. So, if you want to know how podcasting can create authority, help develop trust, and connect you with people who would NEVER show up to a seminar - this episode is a must-listen. FREE OFFER Get Hilayr's "Profit Boss Prospect to Client Blueprint - Podcast Edition” flow chart - which is going to show you exactly how to convert podcast listeners into clients. Visit BradleyJohnson.com/50 If you want to find out how Advisors Excel’s #1 office 10X’d growth from $30M to $300M of annual assets gathered in less than 10 years, we’re going to share how. You can hear all about it by visiting BradleyJohnson.com/thecatalyst SHOW NOTES To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/50

As the founder of Track That Advisor, Erica has created a business that solves one of the biggest problems I’ve seen financial advisors face over my last 11 years in this business… Here’s how the conversation typically goes: I hop on a coaching call and the first thing the advisor asks is, “How do I get more qualified appointments on my calendar?” My response: “How are your current marketing funnels working? What’s your cost per appointment? What’s your closing ratio per funnel? What’s your ROI per funnel on every dollar spent?” Unfortunately the answer I get 99% of the time: “I have no idea. How would I track something like that?” Enter Erica and Track That Advisor who specializes in just this, helping financial advisors track all the metrics that matter in their business. At this year’s Journey event, which is an event we host twice a year at Advisors Excel where our top offices open up their entire playbook and share all of the marketing, branding, and everything else that’s lead to their success, the theme I heard more than any other was, "Erica Pauly of Track That Advisor changed our business. She's amazing, her team is amazing, and basically our business is in a whole different place thanks to her.” When I heard that from one office generating over $60 million of new assets each year, followed by an identical statement from a second office generating over $100 million annually, I knew I had to get Erica on the show. 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. That and so much more!  FREE OFFER To get Erica's FREE whitepaper "The 5 Metrics Financial Advisors Should Actually Be Tracking to Maximize Revenue" visit BradleyJohnson.com/49 Interested in taking the next step with Track That Advisor? You can apply at BradleyJohnson.com/trackthat SHOW NOTES To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/49

Today's guest is New York Times bestselling author Greg McKeown. He’s 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 and I'm sure many of you have as well, balancing everything we want to do in business with the things that truly matter in life. I highlighted passage after passage, then I realized something… 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 - and Greg has written just that book. Greg has also spoken on NBC, NPR, and at countless companies across a variety of industries including Apple, Google, NFP Securities, and Goldman Sachs. He definitely knows a thing or two about helping financial advisors, as well as high net worth individuals - and his advice extends to almost anyone who has ever caught themselves struggling to make time for both their work and their personal life. Today, we discuss why we trade off incredibly important things for less important ones. We explore why our world prioritizes working constantly and our obsession with the idea that you need to always be ON in order to be successful - and how you can have a fuller, happier life by focusing on what truly matters. FREE OFFER Get Greg’s Essentialism 21-Day Challenge, which you can use to start simplifying your life and becoming truly focused on what matters. Visit BradleyJohnson.com/48 SHOW NOTES To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/48

I’m thrilled to speak with my friend - and the best-dressed person I know - Pellegrino Castronovo, the owner of Pellegrino Castronovo Fitted Tailoring. Pellegrino is a world renowned custom bespoke tailor who has fitted professional athletes in the NFL, NBA, NHL, and MLB, many of the top brass in Formula 1 racing, 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.  FREE OFFER To Download Pellegrino’s “Fashion Tips for Financial Advisors” cheat sheet visit BradleyJohnson.com/47 As an added bonus, he's also offering a 20 minute, 1-on-1 virtual consult to help level up your style, so you can make your first impression a lasting impression! (offer available to the first 20 listeners who take advantage of it.) SHOW NOTES To get access to today's show notes, transcript, and all the resources mentioned, visit BradleyJohnson.com/47

Greg Salciccioli is the CEO of CoachWell - an executive coaching service that specializes in Professional, Team, and Organizational development. Greg is also the 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.  During our conversation, Greg and I dive deep into the biggest problems he’s seen in his 18+ years of coaching financial advisors and what to do about them. If you’re looking to reach high net worth individuals, provide better service to your clients, and do right by your coworkers, your family, and yourself, this is a must-listen. Show Notes: BradleyJohnson.com/46 Free Gift for Blueprint Listeners To download Greg's Enemies of Excellence Growth Guide and to see how you can get a FREE copy of his book, visit BradleyJohnson.com/46

In today’s conversation, I sit down with a legend in the world of finance, Mr. Roger Ibbotson himself. In 1977, Roger published the first edition of Stocks, Bonds, Bills, and Inflation, a collection of historical returns dating as far back as 1926 - in a sense, he was ahead of his time as no one had compiled this historical market data all in one place before, in a way that was easy to understand. Based on the positive response from this landmark study, he founded Ibbotson Associates in the same year which he later sold to Morningstar in 2006 for $83M. Roger is currently Chairman and CIO at Zebra Capital Management and he has also served as a Finance Professor at the Yale School of Management for 30 years. Today we dive into his most recent work, a whitepaper titled “Fixed Indexed Annuities: Consider the Alternative.” In it, Roger examines how today's historically 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. He gets into the biases both consumers and financial advisors often have when they hear the word “annuity” and why his math shows that fixed indexed annuities may prove a viable alternative in many retirement portfolios. Get Roger's Whitepaper "Fixed Index Annuities: Consider the Alternative" at BradleyJohnson.com/45

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. Not only is Roger landing clients nationwide, but he recently even signed a US citizen living in Burma, so I guess he’s officially gone international! This conversation is a must-listen episode if you are looking to expand your marketing to what I find for most advisors is an unknown digital frontier… podcasting. Special Offers for Our Listeners To Download a FREE Chapter of Roger’s book, Rock Retirement visit BradleyJohnson.com/44 I also bought a big stack of Roger’s books and I’m giving them away for FREE - Listen to this episode to find out how you can get a copy delivered directly to your doorstep! Take the 1st Step to Building Your Ideal Practice Want to find out how to grow your business and design a practice that serves you VS. being a slave to your practice? Yes it is possible to grow your business and work less - this is a model we’ve replicated for financial advisors over and over in markets all over the country. If you’d like to apply to see if it makes sense for us to have a 1-on-1 conversation, you can do that at bradleyjohnson.com/apply.

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?” There are lots of things that independent financial advisors can do to generate leads. There’s public events, like seminars and workshops, as well as full-blown advertising campaigns, including TV and radio, for some of the larger firms out there. But if your current strategy is struggling to land new clients or increase your amount of new assets, it’s time to take a step back and ask yourself: are you looking at math, or are you making your marketing decisions based on what you’re thinking and feeling? Today, we’re going to talk about what so many advisory firms do wrong. I’m also going to explain a super simple approach to make it easier than ever for you to determine how to spend in order to land clients, grow your revenue, and crush your goals for 2018. Get access to the full show notes by visiting BradleyJohnson.com/43

Well this one’s a first! Today, I’m speaking with Dr. Saadiq El-Amin, he’s an MD, PhD, and a board certified orthopedic surgeon, who in his spare time also happened to start up a lab for Advanced Biomaterials and Tissue Engineering. You might be wondering how I plan to make a conversation with a surgeon applicable to you, the financial advisor, but within just a few minutes of meeting the doc, it became very clear my challenge was going to be fitting everything he had to offer you all into such a short conversation. 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 have sought him out as well as The President of Liberia among other notables. Today you'll learn how to apply Dr. El-Amin's principles to your own practice so that you can land high net worth clients, just like him.  Show Notes: BradleyJohnson.com/42 Free Offer to Blueprint Listeners Brad’s Offering a FREE 30 Minute Coaching Call to 5 Lucky Financial Advisors. Visit BradleyJohnson.com/apply to Apply.

Chris Smith and his team teach businesses how to integrate their origin story into everything their company does. He's 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. The beautiful thing is that it was literally born in our industry as it came from Chris helping his former business partners merge two long-standing financial services firms in Arizona. They used it to create a brand and client experience that attracted clients to them. He’s helped everyone from startups and small businesses all the way up to Fortune 500 companies, clarify their story. I know you all are going to LOVE this conversation! Free Gifts Get Chris’s Free Download “The One Question That Will Change Your Business” by visiting http://bradleyjohnson.com/41 Also, We’re Flying 3 Lucky Listeners Out To Our First Live Event of 2018—where 9-time NY Times Bestselling author David Bach will be teaching you how to create a process to scale your firm and clone your top clients! Apply here--> http://bradleyjohnson.com/apply

When I asked Darren Hardy, former publisher of Success Magazine and someone who’s literally interviewed just about every successful entrepreneur and thought leader out there, what’s the best resource for becoming a better speaker and presenter... the first words out of his mouth were, read Michael Port’s book “Steal the Show”. Michael is a professional speaker, coach, and a 6-time bestselling author. During our conversation, 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! Free Gifts Steal the Show: 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 Also, get Michael’s gift to Blueprint listeners “50 Tips You Can't Afford to Ignore if You Want to Wow Your Audience” by visiting: http://bradleyjohnson.com/40

Jason Lahita is the president and co-founder of FiComm Partners—they are 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. Today, we do a deep dive into all things PR for Financial Advisors.  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

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 To get access to all the resources, transcript, audio and show notes for today's episode, visit http://bradleyjohnson.com/38  

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. Go download “The Estate Planning Attorney Referral Blueprint™" Show Notes: http://bradleyjohnson.com/37

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.  Click here to find out how you can get a FREE copy of Jim’s book The Family Board Meeting!  Show Notes: http:/bradleyjohnson.com/36

In today’s conversation, I’m talking with my friend and special guest Nicholas Kusmich. Nic is best known as the world’s leading Facebook advertising strategist and for delivering the highest ROIs in the industry (at his peak, upwards of 30,000%). He’s also the author of "Give: The Ultimate Guide To Using Facebook Advertising to Generate More Leads, More Clients, and Massive ROI" and has worked with A-List clients like Tony Robbins & Joe Polish, as well as New York Times best-selling authors, and a number of Inc. 500 companies. Today, he’s going to break down a simple Facebook advertising strategy that all you financial advisors can use to go after prospects with laser focus. Nic will help you shine the light on the top 4% of prospects that result in 80% of your revenue! Click here to get a FREE copy of Nic’s book “Give: The Ultimate Guide To Using Facebook Advertising to Generate More Leads, More Clients, and Massive ROI” Show Notes: http:/bradleyjohnson.com/35

In this conversation, I talk with David Meerman Scott, a Marketing and Sales strategist who’s authored a number of books, including The New Rules of Marketing & PR, now in it’s 6th edition which has been translated into 29 languages and is now used in universities and business schools worldwide. One of his most recognized books, Newsjacking talks about some of the strategies Donald Trump utilized to hijack headlines and generate free press in our most recent election. David has also spoken in over 40 countries including on stages for companies like Google, Ford Motor Company, DOW Jones, Nasdaq and for you Tony Robbins fans out there, he’s a regular at Tony’s Business Mastery event. Today, David outlines his step-by-step “newsjacking” strategy that financial advisors can use to grab the attention of clients, prospects and major media outlets. Click here to Get Access to David’s Top Tips and Strategies to Leverage Digital Marketing to Drive Business Show notes: http://bradleyjohnson.com/34

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

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. Click Here To Get Free Access to Hal’s Miracle Morning Journal & His Personal Reading List! Show notes: http://bradleyjohnson.com/32

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’. Click Here to Download the "Hosting Your Own Wine Event 101 For Financial Advisors - Checklist and Timeline" Here are a just a handful of the things that you'll learn:  Wine Tasting 101 for the Independent Financial Advisor—How to taste a glass of wine without the fear of messing it up in front of your clients. DLynn’s top tips for hosting an unforgettable wine event just like the pros—You’ll learn how to blow your clients away with expert wine vocabulary, engaging event ideas and a much better understanding for how to properly grid a wine. Find out why dressing well really does matter—Carry yourself with confidence, demonstrate your discipline, and represent the best version of yourself with a wardrobe that counts! Learn how to go above and beyond the call of duty and completely astonish your clients with a great customer experience. Show notes: http://bradleyjohnson.com/31