The Ultimate Advisor Podcast

In this episode, we explore how to go beyond the status quo and transform client interactions into unforgettable experiences. We share real-life stories of surprise and delight, turning ordinary moments into extraordinary ones that clients talk about for years. From personalized touches to innovative service ideas, we'll break down what it takes to create a client journey that truly stands out. If you're ready to elevate your practice and make a lasting impact, this episode is a must-listen!

Uncover the secrets to creating a study group that thrives for decades, as shared by a team of leading financial advisors who have been meeting successfully for over 25 years. Ultimate Advisor Coaching partners Bryan Sweet, John Moshides, and Brian Heckert reveal the rules of engagement and best practices that have elevated their practices to new heights. By aligning values, committing to both personal and professional growth, and supporting each other through challenges, this group has remained bonded for a quarter of a century. Learn their strategies for evolving meetings, utilizing technology, and mentoring the next generation of advisors. Book: ⁠"A Study-Group Success Story: Best Practices from Our Give & Grow Group's First 20 Years Together"⁠ by Brian Heckert, Bryan Sweet, John Moshides, Ron Greenberg, and Peter Maller

In this episode, veteran financial advisor Tom Fleishel, the founder and CEO of Fleishel Financial Associates Inc., shares his remarkable journey from working as a welder to building a thriving, 35-year financial planning practice. Tom candidly discusses the challenges he faced in growing his business, including the critical importance of hiring and retaining top talent. He also delves into the strategies that have helped him deepen client relationships. Gain valuable insights into Fleishel's path to success, including how he overcame creative blocks to write his new book, "Clarity and Confidence for Life." Visit www.fleishelfinancial.com for more information.

In this episode, Draye Redfern reveals the 8 essential elements that every financial advisor's website needs in order to convert more prospects into clients. He emphasizes the importance of 8 Essential Elements you'll need for targeted advertising. Draye provides actionable tips and real-world examples to help advisors evaluate and improve their online presence. He stresses that most advisor websites are simply "half-decent online business cards" and outlines the key strategies to transform a website into a powerful lead generation and client conversion tool. By implementing these 8 elements, financial advisors can create a modern, high-performing website that helps them stand out, attract qualified leads, and turn more prospects into loyal, raving clients.

In this episode of The Ultimate Advisor Podcast, we discuss how financial advisors can automate their marketing to attract their ideal clients. Discover the importance of clearly defining your target avatar and tailoring your messaging to solve their specific problems and pain points. Learn how to set up automated email sequences to nurture leads and build trust over time, as well as strategies for generating leads through events, paid ads, and other channels. By automating the process of connecting with your perfect clients, you can free up time and resources while ensuring your message consistently reaches the right people.

In this eye-opening episode, we dive deep into the habits that set successful financial advisors apart. Discover why continuous learning is the cornerstone of industry excellence and how you can harness its power to skyrocket your practice. We'll explore: • Practical strategies to incorporate learning into your busy schedule • How to leverage new knowledge to benefit both your team and clients • The art of transforming information into actionable business growth • Why investing in your team's development pays dividends Plus, get insider tips on shortening your path to success and staying ahead in a competitive field. Whether you're a seasoned pro or just starting out, this episode is your roadmap to becoming the advisor you've always aspired to be.

In this eye-opening episode, YouTube Marketing expert, and the Founder of ⁠YT Era⁠, Andrew Murdoch, reveals game-changing strategies for advisors looking to expand their reach and influence. Learn how to create compelling content, optimize your videos for maximum impact, and turn viewers into valuable leads. From crafting the perfect thumbnail to leveraging YouTube's algorithm, Andrew shares insider tips that will revolutionize your digital presence. Whether you're a YouTube novice or looking to supercharge your existing channel, this episode is packed with actionable insights to help you stand out in the crowded financial advice landscape.

Tired of feeling overwhelmed and scattered in your business? Learn how the most successful advisors prioritize their time and say NO to distractions. On this episode of The Ultimate Advisor Podcast, Bryan Sweet, Brittany Anderson and Draye Redfern share their frameworks for maintaining laser focus on what really matters. Walk away with tangible exercises for prioritizing your top 3 goals, delegating effectively and giving your team permission to redirect you for exponential growth. Leave feeling re-energized and ready to say NO to distractions once and for all.

Are you struggling to differentiate yourself from other advisors and create lasting client connections? In this episode, marketing expert Trey Robinson shares his proven framework for advisors to uncover their unique value proposition and design consistent, personalized client experiences. Trey will reveal how top producers stand out from the crowd by leveraging their strengths and passions to attract ideal clients through every touchpoint. You'll also learn how goal alignment and embracing future technologies like AI can boost engagement and take your advisory practice to the next level. Don't miss this chance to learn from one of the industry's leading growth strategists - Trey Robinson of Story Amplify. To learn more about Trey's agency and services, visit storyamplify.com or email him at trey@storyamplify.com.

Are you feeling overwhelmed and wanting to get more done but not sure where to start? Learn how to master the art of delegation from Gina Cotner, founder and CEO of Athena Executive Services. Gina shares her insights on how to properly delegate tasks to virtual assistants and executive assistants in order to free up your time for higher level work. She'll discuss the differences between virtual assistants and executive assistants and how to determine which type of support is right for your needs. You'll also learn tips for building strong relationships with your assistants and how giving your team more trust and autonomy can help them grow into leadership roles. Hit PLAY now and earn best practices for delegating strategically and empowering your team so you can get more of the important work done. To contact Gina Cotner or learn more about Athena Executive Services visit: AthenaExecutiveServices.com or connect with Jennifer Tracy

Let us continue the discussion from last week's episode of The Ultimate Advisor Podcast, where the Give & Grow Study Group members began talking about transitioning from solo practitioners to business builders. Now, Ultimate Advisor Coaching Partner Ron Greenberg, along with the other members, also shares his insights on how the 26-year-old study group helped him make this transition. He discusses leveraging the experience and wisdom of other advisors for growth. Book: A Study-Group Success Story

Discover the secrets to building a thriving study group that lasts for decades from a group of top financial advisors who have been meeting together successfully for over 25 years. Ultimate Advisor Coaching partners, Bryan Sweet, John Moshides and Brian Heckert share their rules of engagement and best practices that have taken their practices to the next level. Aligning values, committing to personal and professional growth, and supporting each other through challenges has kept this group bonded together for a quarter century. Find out their strategies for evolving meetings, leveraging technology, and nurturing future generations of advisors. Book: A Study-Group Success Story: Best Practices from Our Give & Grow Group's First 20 Years Together by Brian Heckert, Bryan Sweet, John Moshides, Ron Greenberg and Peter Maller

Have you ever had an idea that started as one thing but transformed into something much bigger? On this episode of The Ultimate Advisor Podcast, Brittany talks to Dr. Dorine Rivers about how her work creating online course videos led to the creation of Savantz AI, a platform that is revolutionizing how businesses and educators create and deliver content. Dr. Rivers shares how she turned mistakes and failures into opportunities for growth and innovation. Dive into valuable insights on turning your experiences into opportunities that can have widespread impact and make a difference for others. This inspiring conversation will leave you motivated to look for ways to reinvent yourself and your work. Listen as she discusses the power of reinvention and never stopping your pursuit of creating solutions to problems. Learn more about Dr. Dorine Rivers and Savantz AI: https://dorinerivers.com/ https://savantz.ai/ Book: Brain to Bank: How to Get Your Idea Out of Your Head and Cash In by Dr. Dorine Rivers PhD PMP

Tired of dreaming small? Learn how one advisor built his practice beyond $9.5 billion in AUM without a client in sight! On this episode, Jon Kuttin reveals how he removed himself from client work over a decade ago to focus fully on developing leadership within his enterprise. Hear his counterintuitive strategies for gaining the confidence to lead clients and advisors to their full potential. Discover how emphasizing servant leadership over sales helped scale his practice exponentially and earn a spot in the Barron's Hall of Fame. Kuttin will challenge you to see your clients and team in a new light so you too can develop the vision, culture and people skills necessary to achieve billion-dollar success! Books: -Traction: Get a Grip on Your Business by Gino Wickman -Rocket Fuel: The One Essential Combination that Will Get You More of What You Want from Your Business by Gino Wickman -10X Rule: The Only Difference Between Success and Failure by Grant Cardone Connect with Jon Kuttin here: -Visit the Financial Advisor Success Syndicate website at www.joinFASS.com to join the free community and platform for advisors. -Listen to his podcast "Quantum Growth for Financial Advisors" which discusses leadership, M&A, partnering with CPA firms, and more.

Joe Lander is a former attorney and HR manager who is now the owner and CEO of Life You Live Coaching. Through his unique RESOLVE framework, Joe empowers successful leaders to create a meaningful legacy that makes a difference in the world. In this session, Joe will share his process for helping people discover their true purpose and live out their legacy. He will discuss practical tools for overcoming fear and limiting beliefs to pursue your biggest dreams. Joe will also reveal his "secret weapon" for anchoring your core beliefs so you can achieve next-level success and fulfillment. Don't miss this opportunity to learn from Joe and take your advising practice to new heights. Learn to create a meaningful personal legacy by visiting: ⁠https://thelifeyoulovecoaching.com/⁠

In this episode of the Ultimate Advisor Podcast, our very own John Moshides sits down with value creation expert Leo Pusateri to discuss how advisors can quantify and communicate their true worth. Leo shares his insights on understanding client needs and differentiating your practice in a crowded marketplace. Learn his seven-step value ladder approach to crafting a compelling value proposition that resonates. Leo also dives into his methodology for helping advisors conduct a "real value audit" to quantify the impact they have on clients. Discover how aligning your pricing strategy with your proven value can boost confidence when it comes to strategic decisions and negotiations. Advisors will walk away with actionable strategies to level up their value proposition and ensure their worth is recognized in the marketplace. Connect with Leo Pusateri: LinkedIn: https://www.linkedin.com/in/leopusateri/ Website: https://pusatericonsulting.com/ https://theprojectyouexperience.com/

Welcome to the Ultimate Advisor Podcast! In this episode, Joel Weldon shares his expertise on effective communication for financial advisors. As a member of the Speaker's Hall of Fame who has coached over 10,000 speakers, Joel provides insights on how advisors can speak with impact by connecting authentically with their audience. He emphasizes the importance of understanding the audience's needs, fears and victories to frame your message effectively. Joel also offers tips for overcoming nerves when presenting, including ways to get comfortable with your topic and separate yourself from the message to stay composed. By applying principles like audience-focused messaging and authentic self-expression, YOU can build deeper trust with clients and make a lasting impact. Connect with Joel Weldon through: LinkedIn: https://www.linkedin.com/in/joelweldon/ Facebook: https://www.facebook.com/JoelWeldonUltimateSpeaker Instagram: https://www.instagram.com/joelweldonultimatespeaker/ Website: https://www.ultimatespeaker.com/

Get ready to sprinkle some sunshine into your day with the newest episode of Ultimate Advisor Podcast! Join the merry trio - Brittany, Bryan, and Draye - as they unwrap the gift of positivity. In this episode through the land of optimism, they'll share giggles, wisdom, and valuable insights on how keeping a skip in your step can brighten both your personal and professional adventures. So, grab your cup of cheer and join us in this exciting episode as they unwrap the secrets to a positively delightful advisory practice!

Welcome to another inspiring episode of the Ultimate Advisor Podcast wherein Brittany Anderson interviews Dr. Kevin Kremer about his journey transitioning from a successful career in dentistry to focusing on leadership, mentorship and making a positive impact. Kevin shares valuable insights on discovering your purpose through contributing to others. He discusses the importance of aligning your values and maintaining a growth mindset that for sure you will learn practical tips for overcoming fear, embracing change and finding renewed motivation from. Kevin is the author of the upcoming book "Quantum Accountability" which provides a framework for taking ownership of your actions and mindset. For more details on his work, contact Kevin through: Website: kevinkremer.com Email: kevin@kramerleadership.com

How do the most successful advisors continue to grow their businesses year after year? Tune in to this episode of The Ultimate Advisor Podcast to learn about the habits of top performers and how continuous learning plays a key role. Our hosts, Brittany Anderson, Bryan Sweet and Draye Redfern discuss why lifelong and focused learning is so important for advisors looking to take their practices to the next level. You'll learn strategies for choosing focused areas of study, sharing valuable resources with clients and teams, and prioritizing your time effectively. Discover how implementing new skills can dramatically shorten your timeline to goals. Leave inspired to up level your own growth mindset and take action to maximize your potential through lifelong learning.

In this episode of The Ultimate Advisor Podcast - "Raising the Next Generation of Wealth: Teaching Kids Financial Skills for Life" - host Bryan Sweet sits down with family legacy expert Scott Donnell. Scott shares his experience developing programs like Gravy Stack and Dinner Table, which use hands-on learning to teach children vital money management skills. Scott outlines a better "home economy system" that gives children responsibilities like expenses to motivate them to earn, save, spend and share their own money wisely. For any parent or advisor interested in effectively educating the next generation, this episode provides a roadmap for success. Follow Scott Donnell on all social media platforms. Read: Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell Visit info.dinnertable.com to receive Scott's 18 family legacy strategies PDF and potentially book a coaching conversation. Download the GravyStack app on iOS if you have children under 22.

This episode of The Ultimate Advisor Podcast explores how to take control of your online reputation and reviews as a financial advisor. Brittany Anderson and Draye discuss the importance of identifying your ideal clients, vetting internal team members, and offering exceptional customer service to minimize risks and maximize positive reviews. Tune in to learn powerful strategies for reputation management within FINRA guidelines and hear how to attract more high-quality clients through an optimized online presence.

In this episode of The Ultimate Advisor Podcast, we delve into the significance of differentiation in enhancing brand loyalty. Setting your firm apart from competitors is essential, and creating unique offerings that benefit both your team and clients is key. Discover how the concept of Surprise & Delight by implementing a gifting strategy focused on referability can effectively differentiate your brand and make it stand out. Tune in as we explore the transformative potential of surprise and delight through differentiation, and learn how to elevate your brand and grow your business. Press play to join us on this insightful journey!

Welcome to another episode of the Ultimate Advisor Podcast, where hosts Brittany Anderson, Bryan Sweet, and Draye Redfern discuss how to use fear as fuel for growth. They share personal stories of overcoming anxieties from their past careers and businesses. This insightful episode will help you face your fears and use anxiety as a driver for achieving goals. Learn how to channel nerves into growth and preparation, and understand client fears to provide solutions and build trust.

Tired of the same old financial marketing that focuses on your credentials instead of your clients' needs? Join Brittany Anderson, Bryan Sweet and Draye Redfern as they discuss the key to growing your advisory practice: a client-centric approach. Discover specific techniques for listening to what's really important to your target audience and crafting messaging that speaks directly to their challenges, fears and goals. Tune in and walk away with practical strategies to shift your marketing mindset from talking about yourself to addressing clients' problems - and start seeing results from more engaged prospects and new business opportunities.

Want to take your business to the next level and attract more ideal clients who love your unique value proposition? In this episode, Brittany, Bryan and Draye discuss why developing a vivid and compelling future vision is so important for guiding strategic decisions, marketing your differentiated value, and inspiring your team. You'll learn how to craft a vision that excites and motivates, and how trusting this vision can help you navigate challenges and make decisions that propel your business forward. Tune in to discover their process for envisioning the next 3 years and how this simple step has accelerated their growth.

What do an NFL referee and elite sales coach have in common? More than you might think. Join Brittany Anderson as she sits down with Bryan Neale to discuss his unlikely journey from small town football player to officiating in the NFL to founding his renowned sales coaching company Blind Zebra. Bryan shares how the lessons of discipline, process, and mental toughness he learned on the football field prepared him to help top performers and organizations take their game to the next level. Through stories from his days in the pros and lessons learned in the boardroom, Bryan provides a blueprint for breaking through ceilings, detaching from outcomes, and achieving at your highest potential - whether on the field or in your business. Books: The Gift of Fear by Gavin de Becker Necessary Endings by Henry Cloud Contact Bryan Neale at: bryan@blind-zebra.com and https://www.bryanneale.com/

Welcome back to the Ultimate Advisor Podcast! Join Brittany Anderson in this insightful episode as she engages in a conversation with Tom Wheelwright, a seasoned tax expert, CEO of WealthAbility, bestselling author, podcast host, Rich Dad Advisor and the CPA to Robert Kiyosaki . Tom has been instrumental in assisting numerous entrepreneurs and investors in legally minimizing their tax liabilities. Discover Tom's valuable insights into strategic approaches that advisors can employ to empower their high-net-worth clients in accumulating more wealth within the framework of the tax code. Delve into the future landscape of the tax advisory profession, including the transformative impact of emerging technologies like AI. Gain actionable tips that financial advisors can apply to enhance client value and expand your practices effectively.

Happy New Beginnings! Get ready for a fresh episode of The Ultimate Advisor Podcast! In this episode, we're breaking down how to supercharge your business in 2024. We dived into embracing change and making simple tweaks that can really amp up your business game. Hit play, and let's explore together how you can smash your New Year's goals and make your business even more awesome!

In this special year-end episode of The Ultimate Advisor Podcast, we embark on an exclusive three-part series aimed at helping you wrap up the year on a high note and position your business for success in the coming year. Today's installment focuses on the crucial task of dedicating the next 90 days to honing in on the top three accomplishments that will propel you and your business toward unprecedented growth and success. We explore proven systems and methodologies designed to maintain unwavering focus and momentum within each 90-day increment, ensuring a seamless transition into the new year. Discover how to optimize your thinking processes throughout the day using valuable resources, allowing you to concentrate on your strengths and delegate the rest for maximum efficiency.

Dive into the world of strategic business growth and financial empowerment with the latest episode of The Ultimate Advisor Podcast! Join us as we sit down with Jillian Mittelmark, CPA and founder of Resolve Works, a firm specializing in fractional accounting support for ambitious entrepreneurial organizations. Jillian is a seasoned professional EOS implementer, guiding entrepreneurs on a transformative journey to fortify their businesses and enhance their overall lives. In this episode, she unveils the power of EOS (Entrepreneurial Operating System) as a game-changing framework for scaling businesses. Join the conversation as we explore common challenges faced by businesses when it comes to team dynamics, and learn how EOS addresses the critical task of placing the right people in the right roles. Business owners and aspiring entrepreneurs alike will gain valuable insights and actionable steps to assess and improve their team structures. Tune in to this enlightening episode of The Ultimate Advisor Podcast and elevate your business strategy with Jillian Mittelmark's expertise in financial leadership and EOS implementation! Email: jillian.mittelmark@eosworldwide.com EOS Website: https://www.eosworldwide.com/jillian-mittelmark# Accounting Website: https://www.resolve-works.com/ LinkedIn: https://www.linkedin.com/in/jillianfoxmittelmark/

Dive into the intricate realm of life transitions and business exits in this compelling episode of The Ultimate Advisor Podcast. Join us as we engage in a candid conversation with our esteemed guest, Jerome Myers – a seasoned business leader and exit strategist. Embark on a journey of discovery as we unravel the emotional challenges that often accompany significant life transitions, especially the delicate process of exiting a business. Jerome sheds light on the nuanced and complex psychological landscape that founders navigate, known as the "founder's exit paradox." This paradox captures the intricate interplay of emotions and mindset shifts when entrepreneurs detach from the very enterprises they've built. Catch Jerome and his wisdom at the Ultimate Advisor Podcast on Wednesday at 9AM! For inquiries, email Jerome Myers at jerome.myers@gmail.com

Welcome to the Ultimate Advisor Podcast. In this episode, we're honored to host Christopher Turner, the pioneering founder of EMERGICON. Join us for an enlightening conversation as Christopher shares his journey, revealing how EMERGICON's innovative approach not only maximizes reimbursement for ambulance and fire response but also champions a balanced work culture. Learn how his leadership has empowered teams to navigate the complexities of self-management while prioritizing work-life harmony. HIT the PLAY button and tune in for an inspiring discussion on navigating challenges, fostering empowerment, and ultimately transforming both the workplace and the community. To explore how his team can help your community recover ambulance and fire reimbursements, please reach him directly at cturner@emergicon.com or visit https://emergicon.com/

In this episode of The Ultimate Advisor Podcast, we explore the seventh characteristic of top financial advisors from our 12-part series: 'Get Involved in Diverse Perspectives: Surround Yourself with Big Thinkers.' Discover how surrounding yourself with influential thinkers fosters new ideas, encourages thinking beyond the norm, and propels you forward. Tune in to learn how thinking big with the right circle can elevate your business to new heights. Press PLAY and join us on this journey of growth and innovation!

Are you constantly frustrated by inefficiencies and bureaucracy? If so, you might just be an Individualist! In our latest Ultimate Advisor Podcast episode, we explore the fascinating world of those who dislike inefficiency and embrace a more independent approach. Join us as we unravel the traits and mindset of Individualists and discover how their unique perspective can lead to innovation and success in various aspects of life. Tune in and find out if you resonate with the spirit of those who truly march to the beat of their own drum!

Dive into the vibrant world of sales success with our latest Ultimate Advisor Podcast featuring the incredible David Bassitt. Uncover the transformative power of the color orange as David shares the fascinating story behind his unique approach. Discover how David, a seasoned sales professional with 50 years of success, stumbled upon the impact of the color orange. What started as a personal tribute evolved into a powerful system that can elevate your career and attract opportunities like never before. Grab a copy of his book "Orange" here: Orange by David Bassitt

Welcome to The Ultimate Advisor Podcast, your go-to source for unlocking the secrets of being a top advisor. In this episode, we delve into the importance of self-confidence, self-starting motivation, and an unyielding desire to succeed as the driving forces behind your success. But that's not all – we'll also explore what keeps you motivated to be a top advisor, sharing expert insights and inspiring stories to propel you forward, inspire your team, and achieve the pinnacle of success. If you're ready to take your journey to the next level and discover what it takes to be a top advisor, you're in the right place. Tune in, take notes, and let's set your ultimate success in motion!

Are you tired of the constant client chase? Join us in this exciting Ultimate Advisor Podcast episode together with Paul Macmanus - the AUTHORITY MARKETING EXPERT for financial advisors, the founder of More Clients More Fun LLC, MCMF Publishing, Creator of The Million Dollar Producer LinkedIn Program and host of The Million Dollar Producer Show Podcast, as we unveil the secrets to attracting clients effortlessly so you can focus on what truly matters – YOUR SUCCESS! Learn more about Paul McManus by clicking the links below: paul@moreclientsmorefun.com paul@paulgmcmanus.com

In this episode of the Ultimate Advisor Podcast, we explore the significance of stepping out of your comfort zone and experimenting with fresh approaches. We emphasize the vital role of flexibility in your methods to seize every opportunity for business growth. So, hit that PLAY button and join us as we embark on a journey of embracing change and adaptability to enhance your value and expand your business!

In this episode of The Ultimate Advisor Podcast, we delve into the crucial role of cultivating a positive, growth-oriented mindset and surrounding oneself with the right individuals to confidently navigate challenges and persevere. Tune in and hit PLAY as we explore the utilization of your growth mindset, the power of the right connections, innovation, and effective implementation strategies to foster continuous business growth!

In this engaging episode of the Ultimate Advisor podcast, we delve deep into the pivotal concept of maintaining a steadfast focus on long-term gains. Join us as we explore the significance of consistently reinvesting in your business, regardless of its current stage of development. Hit PLAY now to discover the art of being long-term greedy, a strategy that not only fuels the growth of your business but also propels your success rate forward.

Dive into this insightful Ultimate Advisor Podcast episode where we explore the essential elements that define top-tier financial advisors. Join us as we highlight the pivotal importance of nurturing the right mindset, gracefully navigating uncertainty, and honing a steadfast focus on the broader perspective. Discover how these key attributes empower financial advisors to not just weather challenges but strategically navigate them, ensuring success in a dynamic financial landscape. Tune in for a deep dive into the mindset and strategies that set financial advisors on the path to excellence.

In our latest episode of the Ultimate Advisor Podcast, we delve deep into the art of patiently planning for the ultimate exit strategy with none other than Mike Malatesta. A true entrepreneur at heart, Mike is on a mission to empower fellow visionaries in bringing their dreams to life and attaining unparalleled success. With a remarkable track record that includes founding, nurturing, and successfully selling not one, but two waste recycling companies, each boasting revenues exceeding $500 million, Mike's insights are invaluable. Join us as Mike shares his wisdom on the podcast, offering a masterclass in the power of strategic patience when it comes to realizing your dream exit. This episode is a must-listen for every entrepreneur looking to navigate the path to success with precision and foresight. Tune in now and unlock the secrets to your own entrepreneurial triumph! Get Your Business Ready to Sell for its Maximum Value! https://mikemalatesta.com/ https://podcasts.apple.com/us/podcast/howd-it-happen-podcast/id1441722417

Join us on the latest episode of The Ultimate Advisor Podcast as we embark on an enlightening journey with a remarkable guest, Joe Clark, the visionary founder of Financial Enhancement Group Trust Services (FEGTS). In this captivating episode, we delve headfirst into the world of Legacy Planning, exploring the secrets behind creating the Gold Standard in Legacy Planning. Joe Clark, a true industry pioneer, shares his invaluable insights and unravels the inheritance enigma, taking us on a deep dive into the intricate realms of Legacy Planning and Trust Services. Prepare to be enlightened, as we unlock the key to securing your family's financial future and leaving a lasting legacy. Tune in for a conversation that will forever change the way you think about your financial legacy! Reach out now to set up your LEGACY next steps meeting: Email: TrustTeam@FEGTrust.com Phone: 877-514-6863 Website: www.FEGTrust.com

Welcome to a riveting episode of The Ultimate Advisor Podcast, where we dive deep into journey beyond the traditional sales-focused approach to success. We explore the profound idea that true success isn't solely about chasing the next sale. Join us as we unveil the secrets to not just surviving, but thriving in challenging business landscapes. In this insightful discussion, we shed light on the pivotal concept of pinpointing your true audience, enabling you to channel your efforts into delivering exceptional value and nurturing unwavering trust with potential clients. Discover the key to becoming their problem-solving ally.

In this engaging episode of The Ultimate Advisor Podcast, we delve deep into a fundamental aspect of successful marketing and messaging: shifting the spotlight from yourself to your audience. We'll explore the critical questions that lie at the core of effective communication – What is it that your audience truly seeks? What resonates with them on a personal level? As you hit that PLAY button, join us on a journey where we unravel the art of making your marketing about them, not you. Discover the strategies and insights that can help you build meaningful connections and engage with your audience on a profound level. It's all about understanding their needs, desires, and aspirations, and aligning your messaging to cater to those. Tune in now and let us empower you with the knowledge and tools to create marketing campaigns that genuinely speak to your audience, fostering stronger relationships and driving success for your practice.

Tune in to the latest episode of the Ultimate Advisor podcast as we shine a spotlight on the remarkable achievements of women in the business arena. Our special guest, Disha Solanki, a dynamic entrepreneur and Partner at Hill & Co., takes center stage to share her incredible journey and insights as a visionary growth strategist in the diamond, gemstone, and jewelry industry. Join us in this engaging conversation as we delve into Disha's path to success, exploring the triumphs and trials she encountered along the way. With her wealth of experience, Disha offers invaluable lessons learned from her entrepreneurial endeavors, offering a glimpse into the strategies that have propelled her career forward.

Are you ready to shatter the barriers holding you back and ascend to new heights? In this exciting episode of The Ultimate Advisor Podcast, we tackle the third most frequently asked question: "How do I get onto the next level when facing ceiling complexities?" Join us as we delve into the art of breaking through plateaus and conquering challenges that often hinder progress. Our expert hosts share battle-tested strategies and transformative insights on navigating the intricate web of ceiling complexities. Whether you're aiming to scale your business, achieve personal milestones, or lead your team to unprecedented success, this episode equips you with the roadmap to conquer the seemingly insurmountable. Tune in to The Ultimate Advisor Podcast and let's embark on this transformative journey together. Your next level awaits - are you ready to rise?

In this captivating episode of the Ultimate Advisor Podcast, we dive headfirst into another burning question from our vibrant Ultimate Advisor community: "How do I kickstart my marketing journey?"

Welcome to the Ultimate Advisor Podcast! Ready to supercharge your team with top-tier talent? In this exciting episode, we uncover the blueprint for attracting exceptional talents that can take your business to soaring heights. Join us as Bryan Sweet, Brittany Anderson and Draye Redfern, share expert insights, proven strategies, and inspiring anecdotes - successful leaders who've mastered the art of talent attraction. Whether you're a seasoned entrepreneur or just starting out, this episode is your compass to building a dream team that drives unprecedented success. Tune in and unleash the power of attraction!

In this captivating new episode of The Ultimate Advisor Podcast, we dive into the world of success, uncovering the remarkable journey of an extraordinary individual. Join us as we sit down with Bryan Sweet, a visionary entrepreneur who has paved his way to greatness in the financial industry with an inspiring blend of charm, expertise, and relentless determination. Tune in to this episode and be prepared to be captivated by the allure of Bryan Sweet's success. Whether you're an experienced financial advisor or just beginning your journey, this episode will leave you craving for more as you unlock the secrets to your own ultimate success.