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The Elite Advisor Blueprint®: A Podcast for Financial Advisors

82 EpisodesProduced by Brad JohnsonWebsite

The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the s… read more

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Farewell

February 22nd, 2024

0:39

An important message from RadioPublic

081: Robert Glazer on Elevating Your Team and Creating a High Performing Company Culture

July 21st, 2020

1:28:47

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 …

080: The Virtual FA Series™: Commander Kirk Lippold on USS Cole Al-Qaeda Attack & How to Lead in Times of Crisis

July 2nd, 2020

1:03:30

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 …

079: Maria Konnikova on The Psychology of High-Stakes Poker and How it Applies to Financial Services

June 23rd, 2020

56:47

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 …

078: The Virtual FA Series™: Simon Bowen on How to Use Visual “Whiteboarding” Models to Simplify the Complex

June 19th, 2020

1:07:54

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 …

077: The Virtual FA Series™ - Ryan Levesque on Using The ASK Method® to Build a List of Ideal Prospects and How to Choose Your Niche

June 15th, 2020

1:14:02

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 …

076: The Virtual FA Series™: Pat Quinn on Adapting from Seminars to Webinars, What Stays the Same & What Changes

May 18th, 2020

56:52

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 …

075: The Virtual FA Series™: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients

May 15th, 2020

1:11:50

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 …

074:The Virtual FA Series™: Bryan & Shannon Miles on How to Create an Award-Winning Culture without a Physical Office

April 30th, 2020

1:25:57

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, …

073: The Virtual FA Series™: Phillip Stutts on Marketing Your Business During COVID-19

April 21st, 2020

1:20:18

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 …

072: Michael Hyatt on What It Means to Be a Vision Driven Leader

April 1st, 2020

1:19:54

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 …

071: The Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and Marketing

March 31st, 2020

1:10:03

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, …

070: Mike Koenigs on Connecting & Becoming Unforgettable to the Rich & Famous, Building a Media Empire, & Investing in Yourself

February 24th, 2020

1:47:13

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, …

069: Jason Hewlett on Finding Your Signature Moves and the Power of Human Connection

February 3rd, 2020

1:20:34

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 …

068: BONUS - How Financial Advisors Can Build Wildly Successful Marketing Machines - Between Now and Success

January 13th, 2020

1:16:48

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 …

067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients

December 24th, 2019

2:00:16

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 …

066: Bob Burg on How Financial Advisors Can Embrace The Go-Giver Mindset to Win More Business

December 9th, 2019

59:30

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 …

065: Daniel Crosby on Why Financial Advisors Need to Understand Human Behavior to Better Serve Their Clients

November 11th, 2019

1:18:29

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 …

064: Jason Khalipa on What Financial Advisors Can Learn from The Fittest Man on Earth

October 25th, 2019

1:19:58

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 …

062: Bo Eason on Telling Your Story and No Plan B For Being the Best

August 30th, 2019

1:38:35

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 …

061: Carl Richards on How to Simplify Your Appointment Process and Build Trust by Asking Better Questions

August 19th, 2019

1:11:46

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 …

060: Bryan Miles on How Financial Advisors Can Use Virtual Assistants to Save Time & Money

July 3rd, 2019

1:13:59

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 …

059: FATHER’S DAY BONUS - Helping Financial Advisors Navigate Parenthood - Generation.Mom

June 14th, 2019

1:14:22

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 …

058: David Bach on The Latte Factor, Building a Sellable Practice, and Why Growth Shouldn't Mean Less Freedom

June 10th, 2019

1:08:42

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 …

057: Pat Quinn on Driving More Seminar Appointments by Simplifying Your Presentation and Better Connecting with Your Audience

May 24th, 2019

1:15:28

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 …

056: BONUS - How to Hire and Train Financial Advisors for Your Practice - The Adviser Gap

April 29th, 2019

1:11:57

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 …

055: Hal Elrod on The Miracle Equation and How Financial Advisors Can Use His Podcasting Strategy to Maximize Book Launches

April 16th, 2019

59:34

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 …

054: Phillip Stutts on How Financial Advisors Can Tap in to the Power of Facebook Marketing & Leverage Political Marketing to Win on a Shoestring Budget

April 8th, 2019

1:26:07

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

053: John Israel on The Mr. Thank You Project & How Intentional Gratitude Can Impact Your Life & Business

November 22nd, 2018

1:43:24

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 …

052: James Clear on How Financial Advisors Can Simplify the Complex with Mental Models and His New Book Atomic Habits

October 17th, 2018

1:12:43

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 …

051: Gina Rainey on How Financial Advisors can Hire and Train Employees to 10X Growth

July 30th, 2018

1:30:40

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 …

050: Hilary Hendershott on Her Profit Boss Podcast Generating $37M of New Assets & the Power of Marketing to a Niche

July 2nd, 2018

1:29:52

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, …

049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue

June 18th, 2018

1:31:59

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 …

048: Greg McKeown on the Art of Essentialism and How Financial Advisors Can Achieve More with the Disciplined Pursuit of Less

June 4th, 2018

1:15:39

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 …

047: Pellegrino Castronovo on Fashion Tips for Financial Advisors & How Your Image Impacts Your Business

May 21st, 2018

1:18:25

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 …

046: Greg Salciccioli on Why So Many Financial Advisors Fall Victim to the 7 Enemies of Excellence

May 8th, 2018

1:09:37

Greg Salciccioli is the CEO of CoachWell - an executive coaching service that specializes in Professional, Team, and Organizational development. Greg …

045: Roger Ibbotson on Why Financial Advisors Should Consider Fixed Indexed Annuities As Bond Alternative

April 16th, 2018

1:06:23

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

044: Roger Whitney on How Financial Advisors Can Clone Their Ideal Clients by Podcasting & Syndicating Your Message Worldwide

April 2nd, 2018

1:15:23

In today’s conversation, I’m speaking with The Retirement Answer Man himself, Roger Whitney. Besides being a CFP and having just about every other designation a financial advisor can have after his name, Roger is one of …

043: Math Vs Emotions: How Top Performing Financial Firms Maximize Their Marketing ROI

March 12th, 2018

16:18

Lately, I’ve been having a lot of conversations with financial advisors looking for the best ways to grow their firms, and I’ve been encountering one question more than just about any other: “How can I spend the least …

042: Dr. Saadiq El-Amin on How Financial Advisors Can Attract Pro Athletes, Doctors, and Rock Stars as Clients

March 3rd, 2018

1:19:53

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 …

041: Chris Smith on The Campfire Effect™ Framework and Creating an Origin Story for Your Firm and Client Experience

February 7th, 2018

1:24:11

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 …

040: Michael Port on Mastering Public Speaking as a Financial Advisor, the Red Velvet Rope Policy & How to Steal the Show

January 22nd, 2018

1:16:08

When I asked Darren Hardy, former publisher of Success Magazine and someone who’s literally interviewed just about every successful entrepreneur and …

039: Jason Lahita on Leveraging PR as a Financial Advisor, Promoting a Book, & the Origin of FiComm Partners

January 8th, 2018

1:29:10

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 …

038: Daniel Crosby on Behavioral Finance, the Psychology of Bitcoin Mania, & The Laws of Wealth to Better Serve Your Clients

December 18th, 2017

1:12:05

Dr. Daniel Crosby is a psychologist, behavioral finance expert and asset manager who applies his study of market psychology to everything from …

037: Brad Johnson on How Financial Advisors Can Build Referral Networks with Lawyers by Modeling Family Office Approach

December 4th, 2017

36:27

Over the last decade of conversations with financial advisors, I know one of the biggest frustrations in our industry is building referral relationships with Lawyers. Today, I'm sharing my guest appearance on The …

036: Jim Sheils on How Financial Advisors Can Run a Successful Business Without Sacrificing Their Family & the Board Meeting Framework

November 20th, 2017

1:07:10

This won’t be a typical episode where we talk about tactics to improve your marketing, appointment process, or how to scale your business. Today, Jim Sheils and I hit on something that’s far more important… how to make …

035: Nicholas Kusmich on Facebook Ads for Financial Advisors, Traditional vs Digital Marketing, & His Give First Lead Gen Framework

November 6th, 2017

1:01:58

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 …

034: David Meerman Scott on Prepping Your PR for the Next Market Correction, Trump's Winning Media Strategy, and Newsjacking 101

October 23rd, 2017

1:06:48

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 …

033: Process vs Product: What Financial Advisors Can Learn From the Most Successful Pitch in Shark Tank History

October 17th, 2017

26:45

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.

032: Hal Elrod on Beating Cancer, Building a Community, & How Financial Advisors Can Create a Miracle Morning Routine

October 9th, 2017

1:32:20

In this conversation, I finally get the chance to sit down with a special guest and buddy of mine, Hal Elrod. He’s one of the most inspiring keynote speakers in the world, creator of one of the fastest growing online …

031: DLynn Proctor on Wine Tasting 101 for Financial Advisors, Hosting Events for the Affluent & A Customer Service Lesson from The French Laundry

September 25th, 2017

1:26:55

Today, I’m talking with DLynn Proctor, who has over a decade of experience in the wine industry and is one of the foremost experts in the world of …

030: Garrett Gunderson on Transitioning from Tragedy to NYTimes Bestseller, Attracting Business Owner Clients, & Modeling a Family Office Approach

September 11th, 2017

1:47:21

Today, I’m talking with Garrett Gunderson, who is the Founder and Chief Wealth Architect of Wealth Factory, a company that’s breaking all the rules …

029: Jon Acuff on his New Book Finish, What he Learned Working with Dave Ramsey, & How to Serve Your Audience

August 28th, 2017

1:15:09

Jon Acuff is a New York Times Bestselling author, who for 19+ years, has been helping companies like Home Depot, Bose, Staples and even the Dave Ramsey team, tell their stories. He’s a well-known public speaker and his …

028: Pete Vargas on Winning Local Stages, Creating Signature Talks that Convert & How to Advance Your Reach

August 14th, 2017

1:30:31

In this episode, I talk with Pete Vargas, aka “The Stage Whisperer” who since 2003 has been responsible for booking over 20,000 stages at events worldwide. He’s the founder and CEO of Advance Your Reach and besides just …

027: Barry Glassman on Scaling a $1 Billion RIA from Ground Up & the Secret to Creating an Award Winning Culture

July 31st, 2017

1:16:56

Barry Glassman is the President and Founder of Glassman Wealth Services®, where he leads an RIA that not only oversees a billion dollars of assets …

026: Kristi Piehl on Leveraging Television as a Financial Advisor, Framework for Successful Media Appearances, & Creating World-Class Company Culture

July 17th, 2017

1:14:58

After 12 years as a TV news anchor, Kristi Piehl decided to turn the tables and use her expertise to get her clients on TV. She's the Founder and CEO of Media Minefield, a TV news-driven public relations agency …

025: Ryan Michler on How He Created a 30K Member Facebook Community and Financial Advisors Can Too

July 3rd, 2017

1:38:24
Click Here To Download Brad's Exclusive Step-by-Step Process on How to Podcast   In this episode I talk with Ryan Michler, he’s a financial advisor just like you, but also happens to run a Top 50 business podcast with …

022: Kevin Lavelle on Story Behind Mizzen+Main, How Ferriss Podcast Led to Insane Growth, & Ignoring Industry Standards

May 15th, 2017

1:12:07

Kevin Lavelle takes us through his incredible journey of building and scaling a business from the ground up.

Kevin is an entrepreneur and business executive. He is the founder and CEO of Mizzen+Main, which is a men's …

021: David Bach on the Story Behind His First Oprah Show, Proper Asset Allocation, and What He Learned From Taking a Year Off

May 1st, 2017

1:08:15

Click Here to Apply to Hang Out with David Bach!

This week on the Elite Advisor Blueprint, my good friend and world renowned financial expert, David Bach, is here to help you (the financial advisor) take your business …

018: Ian Cron on The 9 Personality Types and How Better Knowing Your Prospects Motivations Leads to Success

March 20th, 2017

57:57

Click Here for Ian's Free Enneagram Cheat Sheet & Assessment!

This week on Elite Advisor Blueprint, Ian Cron is here to talk about the Enneagram, an ancient personality typing system with an uncanny accuracy in …

017: Jon Vroman on The Art of Moment Making, Mastering Public Speaking, and Showing Up For The People In Your Front Row

March 6th, 2017

1:09:34

''There's nothing you're going to do today to earn or deserve tomorrow.'' - Jon Vroman 

This week on The Elite Advisor Blueprint, I get the chance to talk with Jon Vroman. Jon is an American award-winning motivational …

016: Jon Berghoff on The Referral Framework, Building Your Sales Team, and Taking Your Business to the Next Level

February 20th, 2017

1:40:37

"True curiosity comes from humility -- the humility to realize that there's always another level." - Jon Berghoff

This week, Jon Berghoff is here to share his proven strategies for generating leads, building your sales …

015: Mark Moses on 4 Key Questions for Better Results, The Blueprint for Training a Sales Team & Lessons From a 12x Ironman Triathlete

February 6th, 2017

51:55

"If You don't have an assistant, you are an assistant." - Mark Moses

In this episode of The Elite Advisor Blueprint, Mark Moses (@CEOCoachMark) is here to talk about how to define, measure and accomplish any goal as a …

014: Tucker Max on The Story of Book In A Box, Marketing to a Niche, & Firing Himself as CEO

January 23rd, 2017

1:05:55

Tucker Max (@TuckerMax) is here to share some serious entrepreneurial wisdom (much of it geared toward you financial advisors out there). But Tucker's knowledge, stemming from his work both as an independent writer and …

013: Cameron Herold on Making an Impact On Your Industry, Finding Great People, and Why Meetings Don't Actually Suck

December 12th, 2016

1:14:58

Cameron has been an entrepreneur from quite an early age. From owning his first business at 21 to starting 1-800-GOT-JUNK? at 42, Cameron has built …

011: Derek Coburn on Being a Connector, the Ultimate Business Tiebreaker, and Networking 3.0

October 24th, 2016

1:14:34

On this episode of The Elite Advisor Blueprint Podcast, Derek Coburn of CADRE joins us to talk about a wide range of topics, including networking and how he redefined “success”. CADRE is a network of high-level …

010: Alan Moore of XY Planning Network Explains How Advisors Can Transition from Brick and Mortar to 100% Virtual Office

September 19th, 2016

1:11:52

On this edition of The Elite Advisor Blueprint Podcast, I am joined by our special guest, Alan Moore , co-founder of the XY Planning Network and the host of #XYPNRadio. XY Planning Network is a platform for financial …

009: Dan Sullivan on The Age of the Entrepreneur and Why It’s Easier to 10X Your Business than Double It

August 22nd, 2016

1:28:28

Dan joins the show today to share his wisdom, as well as some of the incredible teachings he has developed while coaching business owners in his Strategic Coach and 10x Ambition programs. In this wide-ranging …

007: Don Yaeger on New Book 'Great Teams' & Lessons Learned from John Wooden, Michael Jordan, Walter Payton and Coach K

June 20th, 2016

1:16:19

  Don Yaeger (@DonYaeger) is a 9-Time New York Times Best-Selling author. Not only has Don coauthored books with Walter Payton, John Wooden, and Warrick Dunn, he spent over a decade as an associate editor at Sports …

006: Aaron Klein of Riskalyze on Why Human Financial Advisors are Better Than Robo-Advisors

May 23rd, 2016

1:06:35

Aaron Klein (@AaronKlein) is the CEO and Co-Founder of Riskalyze. Founded in 2011 with 3 employees, today Riskalyze serves thousands of financial professionals who manage over $139 billion on their platform and employs …

005: Joey Coleman on what Financial Professionals Can Do for New Clients in the First 100 Days to Help Retain Them Forever

April 25th, 2016

1:21:49

Joey Coleman (http://joeycoleman.com/about/) is the founder and Chief Experience Composer of Design Symphony – a customer experience branding firm …

004: Donald Miller on Applying Hollywood's Story Formula to Your Business & Why Donald Trump is Winning

March 28th, 2016

54:25

NYTimes Best Seller Donald Miller shares how to apply Hollywood's secret story formula to your business, 3 simple website tips to convert more …

003: Scott McKain on Creating the Ultimate Client Experience and What Made Zig Ziglar Unforgettable

March 11th, 2016

1:09:16

Scott McKain joined me for this podcast. From his experience of how a random cab ride led to a book deal with the largest publisher in the world to what made Zig Ziglar unforgettable, this isn't a podcast you'll want to …

002: Ron Carson on New Book & Turning His Dorm Room Startup Into $6B Firm

January 15th, 2016

58:37

Ron and I have an incredible and wide-ranging 60 minute conversation. This conversation was originally a LIVE Q & A call with my clients and some of Ron's PEAK advisors, so you’ll hear a question or two of theirs …

001: Michael Hyatt on the 10 Biggest Goal Setting Mistakes People Make (and how to fix them)

December 17th, 2015

1:01:57

Michael Hyatt and I go over some incredible tips on how to simplify and demystify goal setting. This conversation was originally a LIVE Q&A call with my clients, so you’ll hear their questions throughout. Shownotes …

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