The Elite Advisor Blueprint®: A Podcast for Financial Advisors

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

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 for how to work with business owners and high-growth entrepreneurs. Wealth Factory's best described as a virtual Family Office and for you advisors looking for the secret formula for connecting with business owners, Garrett gives you all the tools in this conversation. He also happens to be a New York Times bestselling author of the book Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity. He's become a good friend and I love that he's not only about business but about giving back and focusing on the important things in life that really matter. I have to say this was one of the conversations I've most enjoyed so far on the show. Click Here To Get Access To Garrett's Internal Style Guide and a Free Subscription to His BUILD Newsletter! Here are a just a handful of the things that you'll learn: Garrett's strategy for perfecting the art of speaking—including lessons from the best public speaking coaches in the world! How to overcome "The Scarcity Mindset" and perpetuate your wealth for generations to come. Garrett's unique framework for how his company works with high growth entrepreneurs. Why it's absolutely critical—especially as a financial advisor—to maintain meaningful relationships with the people you love and avoid distractions that are disguised as opportunities. How to tap into the 2 most important forms of capital so you can skyrocket the success of your business—Garrett likes to call this The Value Equation. What Garrett learned from a 1 month sabbatical with his family in Italy and how it changed his life. Full show notes: http://bradleyjohnson.com/30

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 blogs have been read by millions of fans around the world. In this conversation, we dive deep into Jon's 6th book — Finish: Give Yourself The Gift Of Done — which is not only extremely entertaining (it literally had me laughing out loud one night), but it is actually backed by science as well. And for you the busy financial advisor, who let's be honest likely struggles to finish things, trust me, you will appreciate this discussion! Click Here To Get 3 Different Tools, Specifically Built to Help You Finish Your Goals! Show Notes: http://bradleyjohnson.com/29

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 being all around one of the nicest people I've ever met, he drops some serious knowledge on this episode about how you as a financial advisor can book local stages in your backyard that you probably didn't even know existed… oh and it doesn't require a 10,000 piece mailer or a Ruth's Chris steak dinner either. Download Pete's 5 Powerful Tools for Winning Stages and Advancing Your Reach as a Financial Advisor by visiting: http://bradleyjohnson.com/28

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 but has also been named best place to work by just about every major publication in the DC area. It's amazing how Barry has found a way to both scale his business and his team very quickly, while at the same time creating an incredible place to work, this isn't common in financial services and we cover a lot of how he does it in our conversation. Besides the best places to work awards, Barry's also been featured in major publications such as The Wall Street Journal and Washington Post and has been honored with advisor awards from Barron's, Financial Times, and Investment News to name a few. Click Here To Check Out Barry's 60 Minute Keynote He Gave at Schwab's Impact Conference Last Year! Show Notes: http://bradleyjohnson.com/27

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 specializing in earned media nationwide. In this conversation, you'll hear how Kristi has carved out a niche that is shaking up the PR industry and doing things differently to help financial advisors across the country get the attention they deserve! Click Here to Download Kristi's Gift ''5 Tips for Financial Advisors When Considering a PR Firm'' Show Notes: http://bradleyjohnson.com/26

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 over 250k downloads a month called the Order of Man. From his podcast's tribe like audience, over 33k members have joined his Order of Man private FB Group which is a thriving online community. Lastly, Ryan's a veteran who served our country in Iraq. With all of that going on, Ryan has also somehow had time to grow the most amazing beard to ever grace our podcast! Here are a just a few of the highlights from our conversation: Starting off, a huge lesson on the power of authenticity that Ryan experienced with his clients when he decided to grow out his beard, seems silly, but huge lesson here. Next we talk about the difference between being an "advisor" and being a "coach" and how that can make an impact on your clients staying the course with the plan you've laid out From there we get into an incredible discussion on how advisors out there on radio can translate this to a podcast and where this technology is going and why it pays to be an early adopter. Then we dive deep on the framework Ryan used to create a thriving community in his private FB group and how if he was doing it for financial services, what it would look like and how he'd go about doing it. ''The financial advisors that learn how to market themselves the best are the ones that win.'' - Ryan Michler SHOW NOTES: [04:36] The story behind Ryan's EPIC beard and some valuable lessons for financial advisors about authenticity and setting yourself apart. [08:33] Ryan shares his incredible journey, from his time serving in Iraq to working in the financial services industry, to starting a podcast and building a successful online business. [13:51] Why every financial advisor needs to learn how to become a great marketer! Ryan shares best practices for surrounding yourself with great people and tapping into their invaluable knowledge. [19:06] How financial advisors can use technology to their advantage and connect on a much deeper level with clients. [28:35] How to completely resonate with any audience by focusing in on a specific niche. [35:57] Learn to have real-world conversations that excites and engages your clients! [38:25] The collaborative client approach that helps your clients fully understand financial decisions and defend them to others! [42:22] Discover the incredible benefits to podcasting and why most financial advisors are missing out on a massive opportunity! [50:35] The power of community and Ryan's methodology for turning a passive audience into a die-hard following that keeps coming back. [57:15] The step-by-step process Ryan follows to to siphon his audience from consuming his content, to subscribing as a member, to buying his products and services. [01:04:42] Find out what you can do to build an insanely interactive Facebook community. Don't miss Ryan's advice for how to handle haters, what to do if your high paying clients disrespect the ground rules, and why every financial advisor should incorporate a private Facebook group into their offering. [01:20:55] Still paying for prospect lunches trying to land new business? Find out why Ryan believes you're doing it all wrong! [01:25:34] Why Ryan thinks of himself when he hears the word "successful." Trust me, his answer won't disappoint. [01:26:46] The importance of rendering yourself obsolete from your children and teaching them how to be leaders in all aspects of life. [01:28:17] What is Ryan's favorite book and why? [01:31:15] Ryan shares the one piece of advice that has led to his success. ''I think each and every one of us define what success is for ourselves.'' - Ryan Michler SELECTED LINKS FROM THE EPISODE Connect with Ryan Michler Facebook |Instagram | YouTube | Twitter Order of Man Order of Man Podcast Order of Man Annual Battle Planner A Man Thinketh Endurance: Shackleton's Incredible Voyage Spartan Race The Revenant Grit: The Power of Passion and Perseverance PEOPLE MENTIONED IN THE EPISODE Jeff Rose Jim Rohn Darren Hardy Leonardo Dicaprio Angela Duckworth Disclosure This is provided for informational purposes only. Producers are ultimately responsible for the use or implementation of these concepts and should be aware of any and all applicable compliance requirements. Results from the use of these concepts are no guarantee of your future success. Prior to implementing any of the concepts or strategies discussed in this interview, please keep in mind the following: There are State, Federal and Insurance Carrier guidelines and prohibitions that apply to doing "business through the mail" or in any situation where the financial professional and client do not meet face to face to conduct business. Please ensure you understand all applicable rules and requirements prior to conducting business through the mail. It is unlawful to charge a fee for services that are cons

Click here to check out the charity: water film! In this episode I talk with Scott Harrison, he's the founder and CEO of charity: water, a charity that is just over a decade old and broke all the rules when it comes to how a charity should operate. This has lead to over a quarter of a billion dollars raised which has provided over 7 million people in less developed countries with clean water. Their goal is that some day every human on earth will have access to clean water. Today's conversation is a little different as most episodes we focus on marketing, the client experience and other business building topics. Most of the conversation today relates to how to make an impact on the world around you and do the work that really matters. This is something I believe you all as financial advisors do on a daily basis, using that tool called money to help your clients create life experiences and leave a legacy behind for people or causes they love. Here are a just a few highlights from our conversation: We get into how radical generosity helped Scott understand true happiness and the secret to helping your clients experience it as well. Next we discuss the 3 things Scott did early on to blow up the traditional charity model that was revolutionary to how charities functioned at the time. This has led to charity water's backing from the founders of Facebook, Twitter, and Spotify as well as a number of Hollywood's who's who. Then we cover the secret behind storytelling to create a movement and why sharing stories of failure leads to greater connection. Lastly, make sure you don't miss little 9 year old Rachel's story. HERE'S HOW YOU CAN HELP CHARITY: WATER Share the film which you can find on YouTube right here. Join "The Spring" movement by clicking here. Donate your next birthday for charity: water by clicking here. SHOW NOTES: [07:07] Scott shares his transformational story, from promoting top nightclubs in NYC to selling all his possessions and moving to Liberia - a country with no public electricity, running water or sewage. [15:26] Find out what documenting as a photojournalist in West Africa taught him about courage and the single event that turned his charity experience into a $96,000 donation. [23:39] Find out how radical generosity can help you unlock true happiness and fulfillment. [28:00] Why are there 663 million people in the world that don't have access to clean water? Scott explains the MASSIVE water epidemic that nobody's talking about! [34:58] Discover the business model behind charity: water and how Scott's team had to think differently about creating a sustainable and transparent solution to solve the world's water crisis. [43:55] Scott explains how he was able to turn 200 bucks into $250 million by building an inspirational brand that focused on compassion, generosity and empathy, rather than shame and guilt. [44:57] How he kept his promise to donate 100% of proceeds to people in need, despite nearly going bankrupt. [47:19] The million dollar conversation that kept the lights on and the secret to crafting a compelling story that resonates with your audience. [55:01] The incredible story of Rachel, a 9-year-old who's wish to give, raised over $3 million and helped over 100,000 people get clean drinking water. [01:02:45] What was it about charity: water that made it such a powerful movement that encouraged people to make a difference? [01:05:41] Find out what Scott would do differently if he had the chance to go back in time and talk to his 25-year-old self. [01:19:06] Who is the first person Scott thinks of when he hears the word successful and why? [01:10:25] Scott shares the one book that has had the biggest impact on his life and why it's been a pivotal part in helping him serve those in need. [01:12:06] The one piece of advice that has led to his success and his goal to someday return the favor of writing a million dollar cheque to charity. ''Giving humans access to clean water is one of the most incredible gifts you can give.'' - Scott Harrison SELECTED LINKS FROM THE EPISODE Connect with Scott Harrison Facebook | Twitter | LinkedIn | YouTube | Instagram Charity Water Donate Your Birthday! The Spring Film The Spring Rachel Beckwith's Story Yellow Thunder Drilling Rig Mercy Ships Ruhlin Group Bebo AOL The Compound Effect by Darren Hardy The Bible - New Testament PEOPLE MENTIONED IN THE EPISODE John Ruhlin Michael Birch Darren Hardy Dr. Gary Parker Disclaimer This is provided for informational purposes only. Producers are ultimately responsible for the use or implementation of these concepts and should be aware of any and all applicable compliance requirements​. Results from the use of these concepts are no guarantee of your future success.

Click Here to Download Brad's Exclusive Step by Step Process on How to Podcast In this episode I talk with Pete Matthew, who is a Chartered Financial Planner, a Certified Financial Planner and Managing Director of Jacksons Wealth Management from across the pond in Penzance, UK. Besides his day job, he also happens to host a top 5 business podcast in the UK with just under 1 Million episodes downloaded and has really cracked the code when it comes to podcasting. For those of you who have considered podcasting or are on the radio, you are going to love this conversation! Here are a just a few highlights: We get into how Pete has transformed his podcast into a marketing funnel that currently drives over 25% of his business and generates 4-5 new prospects a week - make sure you don't miss the story of Pete's first podcasting client as it speaks to the power and reach of the medium. Then we dig in on how technology is breaking down the geographical boundaries for marketing and how Pete believes virtual appointments are 95% as effective as face to face. Next we dig into Pete's 3 step framework for creating engaging content for his show. The great news is that it works just as well on radio. From there we spend some time on the problem with jargon in the financial services industry, the simple framework you can use to overcome it, and why it's so important for creating a greater connection with your clients and prospects. Finally, don't miss the secret Pete uses to engage with his audience to generate reviews for his show. It's super easy and powerful! ''As an industry, we make financial planning more complex than it needs to be.'' - Pete Matthew SHOW NOTES: [00:03:10] Discover the power of podcasting and the incredible benefit of being able to connect with influential people from around the world. [00:06:00] Find out how his passion for teaching and lessons from Gary Vaynerchuk's book "Crush It!" led to an inspiring 7 year digital journey that's helping people understand money and succeed financially. [13:23] How has podcasting become Pete's biggest source for client referrals and securing new business? [15:29] The step-by-step framework Pete uses to turn podcast listeners into qualified leads and why his clients love virtual meetings. [17:19] Why you no longer have to chase new business... Learn how "Attraction Marketing" is changing the game. You'll have prospects banging on the virtual doors begging to work with you! [21:49] How asset managers and advisors can break free from the traditional "this is my territory" mindset and land high-flying clients who love the convenience of a virtual relationship. [00:28:33] Find out how technology and virtual transactions have changed the internal processes at Pete's firm. [00:30:09] How financial advisors can transition from traditional radio to the world of podcasting and the critical factors to creating great content that speaks to your audience. [36:38] The 3 simple keys to financial planning and why great financial advisors should never worry about being boxed out by technology. [00:41:03] Why are so few financial advisors joining the podcast movement? Find out why it's never been easier, learn to overcome your fear for compliance, and discover Pete's top tips for podcasting success. [53:33] The importance of eliminating financial jargon and simplifying complex terms for your clients. [59:10] Planning on starting a podcast? Don't miss Pete's best practices for generating ratings and reviews and creating social proof with your audience. [01:05:59] What things does Pete hope are looked at as being absurd 25 years from now. [01:07:19] Find out why Pat Flynn is the first person Pete thinks of when he hears the word successful. [01:08:19] The one book Pete thinks everyone in the financial services industry should read. [01:11:52] A simple, yet effective piece of advice anyone can implement to be successful. ''Care passionately about those who consume your content and you'll be just fine.'' - Pete Matthew SELECTED LINKS FROM THE EPISODE Connect with Pete Matthew Facebook | Twitter | YouTube | LinkedIn Meaningful Money Jackson's Wealth Management NextGen Planners Crush It! by Gary Vaynerchuk XY Planning Nucleus Platform by Michael Hyatt Known by Mark Schaefer The Support Economy Smart Passive Income The Advisor Century PEOPLE MENTIONED IN THE EPISODE Gary Vaynerchuk Adam Carolan Michael Kitces Jeff Rose Michael Hyatt Pat Flynn Mark Schaefer Dan Sullivan Disclaimer This program is provided for informational purposes only. Please keep in mind that not all insurance carriers allow "business through the mail" and there may be registration requirements and limitations for virtual investment advisory services. Producers are ultimately responsible for the use or implementation of strategies and concepts discussed and should be aware of the compliance requirements of any broker-dealer or Registered Investment Advisor with which they may be affiliated, the insurance carriers they re

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 clothing brand focusing on performance fabric dress shirts. He was named to the 40 Under 40 list by Dallas Business Journal in 2013 and was also named to Men's Fitness list of Game Changers in 2014. Kevin was repeatedly laughed out of the room when pitching his idea to create a dress shirt that would not only look great, but would feel great too! After being rejected over and over and being told nobody would want to buy what he was selling, he decided to go out on his own, push the fabric boundaries and carve out an entirely new clothing category. Despite what the traditional menswear big shots said, Kevin knew what the market wanted and made it his mission to turn his dream into a reality. The company has since skyrocketed, being sported by people all around the world, including many super athletes and online influencers. Click Here to Receive Special Offer From Mizzen + Main Show Notes: http://bradleyjohnson.com/22

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 and life to an entirely new level of success. David Bach is one of America's most trusted financial experts and bestselling financial authors of our time. He has written nine consecutive New York Times bestsellers with more than seven million books in print, translated in over 19 languages. His runaway #1 bestseller The Automatic Millionaire spent 31 weeks on the New York Times bestseller list. He is one of the only business authors in history to have four books simultaneously on the New York Times, Wall Street Journal, BusinessWeek and USA Today bestseller lists. Over the past 20 years David has touched tens of millions through his seminars, speeches and thousands of media appearances. He has been a contributor to NBC's Today Show appearing more than 100 times, and a regular on The Oprah Winfrey Show, ABC, CBS, Fox, CNBC, CNN, Yahoo, The View, PBS, and many more. Besides being a recognized national spokesperson on finance, he's also spent many years in the financial advising trenches as he helped his dad and sister build The Bach group to over half a billion dollars of assets and also later served as the Vice Chairman at Edelman Financial Services where he partnered with Ric Edelman to help them grow to $13B of assets during his stay. He's most recently joined our team at AE Wealth as our Director of Investor Education and by the end of this conversation, it should be easy to see why! Here are a few highlights from our conversation: Right out of the gates we get into David's journey that led up to his first appearance on Oprah. We get into a really fun conversation on the behind the scenes steps it took just to get on the show and it's not an easy process! Then we dig into the secret of managing assets and proper asset allocation to retain your clients and scale your business. David's simple advice, also protects you from losing clients during the next market correction! Next we walk through the referral framework David used during his time at the Bach Group to double their annual referrals. What I love about it, it's only 4 steps. From there, we dig into a common struggle in financial services. The tug of war with work/life balance and what David learned from a year long sabbatical he took to stay at home and be a dad. He also shares the 1 habit he took up during his break that changed his life for the better. We wrap on some rapid fire tips from David that he's learned by giving public seminars to over 1 million people worldwide that advisors can use to create a better live event and more crowd engagement. ''When You have an interesting financial plan, you usually end up having a scary life." - David Bach [03:58] David shares the "ah-ha" moment that led to defining a completely untapped market, writing 9 consecutive New York Times bestselling books, presenting at over 700 live seminars, and appearing on The Oprah Winfrey Show (not once, but six times) to share his strategies for living and finishing rich! [11:00] David's secret ingredient that any financial advisor can use to land right kind of clients. [11:49] Find out how David finally made it on The Oprah Winfrey Show and the thoughts, feelings and emotions he had leading up to this MASSIVE opportunity. [15:00] David explains the "Latte Factor" and his method for turning complex information into simple and actionable ideas that people can relate to. [18:20] A proven strategy every financial advisor can model that has helped David retain clients for life and scale billion dollar businesses. [25:00] Why most advisors fail to reach assets under management in excess of $50 million and what you can do to create a trainable, scalable, and saleable business! [27:47] The art of the client referral and a systematized process for duplicating your best clients. [35:33] The importance of putting yourself first and taking care of your health so you can finish on top. [37:30] Find out why David decided to take 18 months off work in order to spend more time with his family and the life changing gift that keeps on giving. [46:03] Discover the biggest seminar mistakes made by financial advisors and what David does differently! [55:28] Find out why David's wife is the person he thinks of when he hears the word "successful". [56:36] David shares 2 of his all-time favorite books and his experience hanging out with one of the authors! [00:59:23] The 2 BIG problems that David hopes humanity will fix within the next 25 years. [01:02:57] The single most important factor that led to David's success and his best advice to financial advisors who want to take their business and life to the next level. ''An educated client is a good client that will stay the course of time." – David Bach SELECTED LINKS FROM THE EPISODE Connect with David Bach Website | Facebook | Tw

Click Here to Get Access to Ian Altman's "Same Side Pitch" - An Approach to Selling That Your Clients Can Actually Embrace! This week on The Elite Advisor Blueprint, Ian Altman is here to talk about how to get to the truth as quickly as possible, so you can find the right opportunities and avoid wasting time on clients that aren't an ideal fit. Ian is a multi-bestselling author, strategic advisor, and a highly-rated international speaker on integrity-based sales. Clients come to Ian to engage audiences, flip traditional sales on its head, and become outrageously successful at targeting and winning business. A successful services and technology CEO for two decades, Ian draws on years of success and research on how customers make decisions. He shares how his clients have more than doubled their businesses following the same methods that he used to build his former company from zero to more than $1 billion in value. In this conversation I love how Ian dispels the notion that selling has to be done from two completely different sides - that of the salesperson vs that of the prospect. Instead, as the title of his book states - Same Side Selling, he shares how to work from the same side of the table as the prospective client and co-create a plan together. Here's a quick overview of what we cover in this conversation: We begin with why the entire sales process begins before you even interact with a prospect by understanding your clients needs and solving their biggest problems, rather than what often happens in our industry - focusing on you the advisor and what it is you do. Then we cover, why the sales process doesn't have to feel like a "pitch fest" and simple tactics that you can immediately apply in order to get away from back and forth sales conversations and instead focus on getting on the "same side of the table" as your prospects. Later on, Ian shares a simple question - "Why would your prospects pick you?" A simple question he then unpacks that can help you define bigger and better growth opportunities for your company. Towards the end, I ask Ian how he picked his own financial advisor. This leads to one of my favorite discussions I've had on my podcast as Ian unpacks everything that led to his decision. He goes deep into the psychology of high net worth prospects, the type of activities and events that attracted him to his advisor, how his advisor built trust with his team so that Ian is comfortable working with them. He also mentions a very cool idea that I think many of you can use on how his advisor created what I'll call a "community conference room" complete with drink services for their clients that's led to even more business and referrals. Make sure you don't miss this part of the conversation as I'm guessing many of you will run with this! ''Selling is not about persuasion, it's about getting to the truth quickly as possible.'' - Ian Altman SHOW NOTES: [05:20] How he created a powerhouse executive team, over delivered, got acquired by a major company, and then managed the growth of that company from 100 million to 2 billion within 3.5 years. [09:10]How to scale your business as a financial advisor by focusing on your clients needs, rather than on what you do. [13:30] Ian's "same side" approach to selling that will enable you to quickly establish trust and determine if you're the right fit for your prospects. [17:20] The most common mistakes financial advisors make when trying to acquire new business, why same doesn't sell, and how to make the best first impression so you can close the deal. [19:49] How to uncover and speak to the real problems that prospects are facing, peak their interest, land more appointments and get high quality referrals! [25:18] How to increase client retention by defining and delivering meaningful results. [26:08] Key questions financial advisors can ask clients in order to get to the truth and uncover what's really important. [32:95] Learn the Side Quadrant framework for taking notes and how you can use it to fire low quality leads, narrow your focus and expand your opportunities as company. [43:02] Ian outlines his decision process for selecting Barry Glassman to be his financial advisor and the 2 biggest factors that clients consider when deciding whether or not to stay with you. [50:46] The importance of empowering your team and cultivating an entire organization that your clients know, like and trust. [55:01] How to create high-end events for existing clients and why they don't need to have anything to do with financial advising. [01:07:21] How to avoid the mad scramble to find talent and why it's critical to hire A players if you want to become the best, continuously grow, and take your business to the next level. [01:13:37] Find out why Will Smith is one of the first people that pops into Ian head when he hears the word "successful." [01:15:07] Ian's favorite and most gifted books. ''Same Doesn't Sell." - Ian Altman SELECTED LINKS FROM THE EPISODE Connect with Ia

Click Here to Get Access to Steve Sanduski's "52 Tips to Grow Your Business NOW" This week on Elite Advisor Blueprint, Steve Sanduski shares his journey as an elite financial advising coach and provides deep insight into where the industry is headed! Steve Sanduski has had over 20 years of experience growing companies by multiples, including one whose revenue grew 17-fold during his leadership. Steve helped launch and build a $1.8 billion RIA and was the Managing Partner of Peak Advisor Alliance as it grew from 0 to 1,000 coaching clients. Steve has led countless speaking engagements with top advisors and has spoken to audiences all over the country through keynotes, breakout sessions, and day-long training programs. He's a New York Times Bestselling author and the 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. Steve also interview's top leaders at the intersection of business, investing, and life on his podcast Between Now and Success. His guests include visionary leaders such as Tony Robbins, Ric Edelman, Marty Bicknell, Peter Mallouk, Elliot Weissbluth, Jud Bergman, David Bach, Jon Stein, Steve Lockshin, Carl Richards, Michael Port, Michael Schrage, Aaron Klein, Chip Roame, and Scott Hanson and many more! Here's a quick overview of what we cover in this conversation: We begin with the story of how Steve and Ron Carson originally connected and then later launched PEAK Advisor Alliance from a conversation that began in Ron's basement From there, we get into what creates an imaginary "glass ceiling" for financial advisors that holds them back from the growth they want to achieve and the secret to building a high performing team Later on, we dig deep on the massive changes in fintech and how Steve sees our industry evolving away from "return of investment" and more to "return on" an idea that is much more impactful to your clients Then we get into the most powerful lessons and takeaways from some of Steve's former podcast guests like Tony Robbins and Hightower Investment's Elliot Weissbluth, you won't want to miss these! We wrap with one of my favorite parts of the conversation... Steve and I discussing the power of "random acts of kindness" and the power they have to change not only your own perspective, but those around you as well SHOW NOTES: [03:50] Steve shares his early days in the financial advising game and how a partnership with Ron Carson led to the launch of Peak Advisor Alliance - An Elite Financial Advisor Coaching business that's been around since the 90's. [12:05] Find out how Ron Carson discovered the habits of top achievers, connected with the most successful people in the world, and landed his first billionaire client. [15:15] Why differentiating yourself and clearly defining your target audience is critical if you want to succeed as a financial advisor. [22:40] How to avoid losing business to robo advisors while creating the best possible life for your clients. [00:27:35] Why using technology to increase efficiency should never come at the expense of your clients experience. [30:34] The unique human attributes that technology can't compete with and how you can use these to create a sustainable advantage. [34:42] The pros and cons to working with clients remotely. [39:12] Find out why Steve started his podcast Between Now and Success. [44:04] The most memorable moments from Steve's podcast guests, such as Tony Robbins and Elliot Weissbluth. [53:50] Why the more valuable you are to the business, the less valuable the business is. [54:16] Why the growth of your business relies on your ability to surround yourself with incredible people. [56:02 Steve's advice on hiring new talent and knowing when to let people go. [01:02:12] Why Steve's Dad is the first person he thinks of when he hears the word "successful". [01:05:05] The book that Steve believes all financial advisors should read. [1:06:41] How small acts of kindness can make a big difference in the world. [01:11:28] The one piece of advice Steve would give to any financial advisor that wants to succeed. SELECTED LINKS FROM THE EPISODE Connect with Steve Sanduski Website | Twitter | LinkedIn BelayAdvisor.com Peak Advisor Alliance Coaching Program Securities America Hewlett-Packard Tested in the Trenches by Ron Carson and Steve Sanduski Avalanche by Ron Carson and Steve Sanduski LPL Financial Peak Advisor Alliance Why Should I Choose You? by Ian Chamandy and Ken Aber The 100-Year Life Union Pacific Western Electric The Quiet Company The Behavior Gap by Carl Richards Orion Advisor Services Mariner Wealth Advisors FiComm Partners High Tower Advisors Only The Paranoid Survive by Andy Grove Amazon Kodak Netflix CNBC The Soul of Money by Lynne Twist The Madonna School PEOPLE MENTIONED IN THE EPISODE Ron Carson - Founder and CEO of Carson Group Holdings Dan Sullivan - Founder and President of The Strategic Coach Inc. Warren Buffett - Chairman and CEO o

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 describing how human beings are wired, both positively and negatively. Ian is a bestselling author, Enneagram teacher, nationally recognized speaker, psychotherapist, and Episcopal priest. His books include Chasing Francis, Jesus, My Father, the CIA, and Me and most recently, The Road Back to You: An Enneagram Journey to Self-Discovery. Ian draws on an array of disciplines—from psychology to the arts, Christian spirituality to theology—to help people enter more deeply into conversation with God and the mystery of their own lives. He and his wife, Anne, live in Nashville, Tennessee. In today's conversation, Ian wastes no time getting to the heart of the content and shares each of the 9 Enneagram personality types, exploring why people think, feel and act the way they do and how we can apply this information to the world of financial advising. Here are a few highlights of what we covered: Ian shares a conversation he had with a friend who happens to run a hedge fund and how knowing a difficult clients Enneagram number, helped him better know how to communicate in their meetings. This eventually led to this client moving more of their assets to him. We cover the 9 Enneagram personality types and how they can help us recognize patterns of behavior in our prospects, clients, teams, spouses, or anyone else we may encounter. We get to why self-awareness may be the single most important factor to your success. How financial advisors can use the Enneagram to better interact face-to-face with clients. How to avoid the workaholic trap as a high achieving financial advisor. Ian's deep understanding for how to further discover yourself and connect with people is undeniable and invaluable. I can't wait for you to check out this interview and apply the insights that he shares to your own journey as a financial advisor! SHOW NOTES: [04:30] Find out what the Enneagram is and how it can help you better understand the differing personalities of people. [07:49] Ian shares a story of how the enneagram helped a highly experienced hedge fund manager (who oversaw 25 billion in assets) win the respect of one of his most confrontational clients, resulting in even more business! [12:30] Discover the 9 interconnected personality types, what they mean and how you can use them to your advantage to build a better team. [26:50] Find out how Bill Clinton leveraged the power of being a 9 personality type (Peacemaker), to display empathy, reconcile relationships and forge some of the most difficult deals in the world. [29:00] How financial advisors can apply the Enneagram methodology to create better face-to-face interactions with their clients. [31:31] The three fundamental emotions that everyone tries to manage. [32:39] Why we're all looking at the same screen, but watching a different movie. [35:00] Discover the space between stimulus and response and how it can affect your growth and freedom. [38:15] Find out why self-awareness is absolutely critical in the world of business. [38:54] How independent financial advisors (3's, 7's & 8's) can overcome workaholic tendencies. [46:39] The first person Ian thinks of when he hears the word "successful" - HINT: I was surprised by his response! [47:46] Ian shares some of his favorite books. [49:28] Why every young man or woman needs to find a mentor. [50:55] Why being an 8 personality type as a woman in business can be extremely difficult. [52:43] The one piece of advice that has led to Ian's success. ''Learn Widely, read a lot, and then read more." - Ian Cron SELECTED LINKS FROM THE EPISODE Connect with Ian Cron Website | Twitter | Facebook The Road Back To You by Ian Cron [BOOK] IanCron.com Emotional Intelligence by Daniel Goleman [BOOK] Jayber Crow by Wendell Berry [BOOK] Mindsight by Daniel J. Siegel [BOOK] Mr. Ives' Christmas by Oscar Hijuelos [BOOK] Churchill: A Biography [BOOK] PEOPLE MENTIONED IN THE EPISODE Michael Hyatt - former CEO of Thomas Nelson Publishers Jack Welch - Executive Chairman of The Jack Welch Institute Viktor Frankl - Neurologist and Psychiatrist, and Holocaust survivor Yo-Yo Ma - Cellist The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. The guest speaker is not affiliated with or sponsored by Advisors Excel. Results from the use of these concepts are no guarantee of your future success. While client appreciation events may be permitted, such event should be reasonable and customary. All producers and investment advisors should be aware of any gifting limitations imposed by federal regulation, state regulation, insurance carriers, broker-dealers and Registered Investment Advisors, as applicable. Investment advi

''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 speaker, author, philanthropist, podcaster, personal coach, ultra-marathon runner, founder of the Front Row Foundation and most importantly, husband and father. I got to know Jon personally at a dad's retreat last year that he ran with his good friend Jon Berghoff who we had on in episode 16 of the podcast. Jon has one of the biggest hearts of anyone I've ever met and has a truly inspiring story. After an incredible start to his career in the sales industry where he climbed the corporate ladder very quickly, he made the decision to literally step into his boss's office and quit so he could start a charity. This led to him co-founding the Front Row Foundation which helps create "Front Row" type experiences for those suffering from life threatening illnesses. This has included past recipients literally sitting front and center and often meeting their favorite athletes or entertainers. Performers like Justin Bieber, Jason Aldean, Garth Brooks, Jimmy Buffett, Carrie Underwood, Bon Jovi, & Alan Jackson. Along with professional athletes like Steve Nash, Johnny Damon, and Derek Jeter. Jon shared some incredibly powerful stories during our conversation on how they've been able to impact others that are battling for their life, but also how these experiences have impacted his life in return. Be ready for some emotional moments as Jon had me on the verge of tears multiple times with the stories he shared. For many of you Blueprint listeners who have helped us raise over $25,000 during our past March Madness Charity events, I'm proud to announce that we are partnering with Jon and The Front Row Foundation this year. So, if you are moved by this conversation, we've made it easy to help create a "Front Row" experience that will help someone battling a life threatening illness. In fact we are still accepting nominations if you unfortunately happen to have a friend or family member in this situation, send me a personal email [email protected] if you'd like to find out how to make the nomination. Also, we have created a special page for this years event, go to bradleyjohnson.com/charitychallenge if you'd like to help us make a difference for someone in need. Besides running a charity that's raised over $1M for those in need, Jon also happens to be a world-class professional speaker and has been named "College Speaker of the Year" multiple times, in this conversation we also dive into some incredible tips on how to: Be properly introduced as you take the stage Captivate your audience (and more importantly how to drive engagement if they aren't captivated) Craft a compelling story and utilize that story to drive appointments In typical Jon Vroman fashion, he did something special for all you Blueprint listeners and setup a page for special pre-release pricing on his new book The Front Row Factor: Transform Your Life with The Art of Moment Making due out March 28th. In his new book, Jon distills all the life lessons he's learned from sharing moments with those who are fighting to stay alive. All pre-release purchasers also get some special bonus offers as well, so be sure to grab your copy here. You guys are going to love the ideas Jon shares here! SHOW NOTES: [05:23] Jon shares the story of how he transformed his life and the way he now views the world. [08:50] Jon's talks about his early career working for CutCo and why he decided to take a leap of faith to quit his job and become a full-time speaker. [13:15] A few inspiring stories from Jon's book Front Row Factor: The Art of Moment Making and what they can teach us about making the most of the time we have. [20:20] How having hope for the future can change how people invest in the present. [23:00] How the fear of knowing this ride could end at any moment, motivated Jon to live big, give big and create a world that would make his kids proud. [27:55] Being reminded that one day your life will come to an end and using that to focus on what matters the most right now. [32:44] Jon's top tips to financial advisors for captivating your audience, crafting a compelling story and mastering your next public speaking gig. [41:00] How to use the power of story to connect with people so you can land more appointments. [45:52] Why a proper introduction is critical before taking the stage. [50:00] Find out how Jon deals with an audience that isn't fully engaged and who he decides to focus his attention on. [54:38] Jon shares the life lessons and nuggets of wisdom that he's received from interviewing leading experts and entrepreneurs on the Front Row Factor podcast. [58:00] The importance of helping others achieve their goals and how it will come back to you twofold. [59:31] Why Jon thinks of his Dad when he hears the word "successful". [01:00:56] Discover Jon's favorit

"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 team and taking your business to the next level! Jon Berghoff serves as co-founder and Managing Partner of the Flourishing Leadership Institute. He previously served as the head of sales for the direct sales team at Vitamix Corporation, where revenues grew by 400% in less than 4 years, and their team expanded from 175 to 600+ members. His work on Appreciative Leadership, Emotionally Intelligent Negotiating and Influence has brought him to Australia, Japan, UK, and South America. Jon is in high demand, known for his authenticity and highly engaging style of creating powerful learning experiences for participants. This conversation turned into a bit of a marathon as Jon is a "lifelong learner" at heart and continued to drop knowledge with every question I asked, so I just kept asking them! Here are a few highlights of what we covered: Jon starts out by retelling a story from his early days of selling knives door-to-door at the age of 17 and a lesson he learned on a late night sales call that's still with him today. Jon dropped a TON of sales knowledge during this conversation that all you financial advisors can benefit from, including his step-by-step framework for… Engaging a prospect Generating referrals (almost 100% of his sales were generated this way in his Cutco days) How to overcome the dreaded "I want to think about it" objection. I love the process Jon shares here, so get the notepad ready as I know you guys will love it too. For you advisors out there that are curious on how to build and train a team of younger advisors, Jon walks through his framework at Vitamix and the blueprint they used to train and grow revenues by over 400%. As I said, this episode is a little longer than usual, but it will keep you on the edge of your seat the entire time! It's absolutely loaded with solid advice and resources from someone with in-the-trenches experience and is 100% applicable to financial advisors who are looking to take their business to the next level. SHOW NOTES: What Cutco Corporation is and how Jon came across that opportunity [4:30] Jon shares a few stories from his early years in Cutco [9:40] Two lessons that Jon learned from his past manager and how this helped him discover the power of purpose and visualization [11:10] The number one reason Jon became the number one sales guy [18:30] A few tips and a great book to read if you're new in sales [21:10] Find out what it takes to succeed according to Jon! [26:00] Going from the learning stage to the actual action stage. [28:05] Jon talks about a referral framework for financial advisors based on his Cutco experience [30:23] Jon's secrets to building and training a successful sales team [42:40] The reason why top performers struggle and how to deconstruct your own success factors [48:38] Jon gives advice on how to train new members of a team [51:30] Role play as an effective training exercise [59:00] The 3-step formula to responding to objections during a sales presentation [1:00:30] The Appreciative Inquiry Method and how it can help you connect and facilitate change within a group of people [1:19:51] Facilitation techniques and how effective they will be to different groups [1:31:50] Best business advice Jon has ever received [1:37:20] SELECTED LINKS FROM THE EPISODE Connect with Jon Berghoff Website | Facebook Cutco Corporation Vitamix Front Row Dads One Minute Manager by Ken Blanchard Situational Leadership Model The Flourishing Leadership Institute Appreciative Inquiry Method The Psychology of Selling by Brian Tracy Conscious Business by Fred Kofman Encyclopedia of Positive Questions The Purpose Economy by Aaron Hurst The Living Company by Arie De Geus The Fifth Discipline by Peter Senge Spiritual Capital by Danah Zohar The Future of Management by Gary Hamel Jonathan Livingston Seagull by Richard Bach PEOPLE MENTIONED IN THE EPISODE John Ruhlin Jon Vroman founder of the Front Row Factor John Edwin founder of Strength Personal Training John Kane Director of Sales Development for Vector Marketing Corporation Dan Casetta Director of Program Development for Vector Marketing Corporation Tony Robbins Darren Hardy Og Mandino author of The Greatest Salesman In The World Ken Blanchard Brian Tracy Fred Kofman Aaron Hurst CEO of Imperative - Fast Company Peter Senge Danah Zohar Gary Hamel Jim Rohn Zig Ziglar

"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 financial advisor so you can take your business to the next level! Mark is a founding partner at CEO Coaching International, where he and his team help businesses and individuals increase profitability, drive margin expansion and gain accountability in order to meet business objectives and reach new heights. Mark started his first company when he was 19 years old and graduated with a business degree from Wilfrid Laurier University in 1987. Since then, he has successfully built and sold two companies: Student Painters and Platinum Capital Group. Mark's new book, Make Big Happen: How to Live, Work, and Give Big, teaches you to ask better questions, so you can get better results. The questions outlined in the book are the foundation of every fast-growing profitable business and answering them in the right way can lead to exceptional results. In this interview, Mark shares his inspiring entrepreneurial journey and the invaluable lessons he's learned along the way. He discusses the importance of finding great mentors, ways for staying accountable so you can achieve BIG goals, his proven methods for building an unstoppable sales force, prioritizing what matters the most and the power of believing in yourself. He also shares a lot more more incredibly insightful advice and actionable takeaways that will allow you to get what you want so you can take your financial business to the next level. SHOW NOTES: Mark shares how he started out as an entrepreneur, moved from Canada to California, and why he gave up on becoming an accountant. You'll hear how how he: Built his first company (Student Painters), grew it from 0 to 250 locations, hired 3,000 people, and sold it all before the age of 26. [05:09] Built a mortgage company from 0 to 1.6 billion in mortgage premium before exiting. [06:30] Created a private coaching company that serves over 130 CEO's and entrepreneurs in 12 countries around the world. [07:05] The Doctor's said his obsessive work ethic would kill him before the age of 25… Find out what he did next to free up his time. [08:17] Why seeking out great mentors is a MUST if you want to take your business to the next level [10:20] The importance of having systems and people in place that can hold you accountable for hitting your goals [14:32] The 4 "Make Big Happen" questions you need to ask yourself in order to build a better business and life. [16:30] Discover Mark's step-by-step sales training methodology that can skyrocket your success as a financial advisor [19:05] The importance of selling process, not product [25:40] How to use the Crystal Ball Exercise to define, measure and accomplish ANY goal! [26:10] Why it's always doable if you believe that you can! [29:55] How Mark used the power of "I believe I can" to complete 12 Ironman triathlons and raised over $500,000 for charity [31:20] How to grow your business as a financial advisor and still be a great parent! [37:00] Being intentional about prioritizing what matters to you [44:25] Who Mark thinks of when he thinks of the word successful [45:30] Books that have made an impact in Mark's life [46:30] Why you can always hire better people than you think you can and why this is critical to building a successful company [48:58] What you NEED to do if you "can't afford" the best people on your team. [49:45] SELECTED LINKS FROM THE EPISODE Connect with Mark Moses Website | Twitter | Facebook | YouTube CEO Coaching International Platinum Capital Student Painters Vistage Make Big Happen by Mark Moses Arthur Andersen LLP Exponential Organizations by Salim Ismail If It Ain't Broke, Break It by Robert J. Kriegel and Louis Palter Getting Naked by Patrick Lencioni PEOPLE MENTIONED IN THE EPISODE Ron Carson - Founder and CEO of Carson Group Holdings, LLC Jack Daly - Speaker and Sales Trainer Richard Carr Michael Hyatt - former Chairman and CEO of Thomas Nelson Publishers Richard Branson - Founder of Virgin Group Ltd. Steve Jobs - late Founder of Apple Warren Buffett - Chairman and CEO of Berkshire Hathaway Inc.

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 at Book In A Box, is applicable to anybody planning to write a book or start a business in our ever-changing world. Tucker is a super-successful writer and one of only three people to have three nonfiction books on the New York Times Bestseller List simultaneously. One of his greatest challenges, however, was co-founding and running his game-changing company Book In A Box. Book In A Box helps busy entrepreneurs, thought leaders, and professionals get a book out of their head and into the world where it can have a real impact. Tucker will be the first to tell you that starting a company (and then deciding to fire himself from being its CEO) has changed his perspective on business for the better. Tucker's straight-up storytelling and advice cuts through all the noise out there about what it means to be successful, to market, or to write. Don't miss this opportunity to learn some critical lessons from somebody who constantly challenges himself to be better at it all. SHOW NOTES: How Tucker deliberately changed his social circles, activities, and self to meet a woman he'd like to marry. [0:20] How Book In A Box helped a financial advisor exponentially increase his business in a very specific niche. [5:45] Whether or not you should directly pitch to your reader when you write a book. [11:24] The money and time you can save when debating hiring a writer or using Book In A Box. [15:00] How Tucker chose his financial advisor, and the role his friends played in convincing him he needed one. [16:00] The encounter with a fellow successful entrepreneur that left Tucker embarrassed, yet yielded the idea of Book In A Box. [20:45] Traditional publishing versus self-publishing, and how to choose which avenue is best for you. [26:25] The route Tucker took to publish his own books, which became NYT Nonfiction Bestsellers. [28:30] Advice about how to market a new book. [29:55] A simple explanation of Step Two in marketing your book: content marketing. [35:15] Why having a niche isn't just recommended in business today, but absolutely critical. [36:44] Why and how Tucker and Zach fired themselves as CEO and COO of Book In A Box. [41:56] How Tucker overcame his ego to make the right choice about his leadership for his business and employees. [45:45] Tucker's morning routine and how he structures his day. [47:55] Thoughts on meditation, mindfulness apps, and learning how to meditate. [50:00] How Tucker still finds time to read and why you should quit bad books. [54:00] What "being successful" looks like to Tucker now. [55:00] Whether Tucker has had mentors during his journey. [55:50] Tucker's all-time favorite novel. [57:15] The best business advice Tucker's ever received. [58:18] How the current corporate structure of businesses is going to change. [1:00:00] The one piece of advice Tucker credits for his continuing growth and success. [1:01:20] SELECTED LINKS FROM THE EPISODE Connect with Tucker: Website | Twitter | Book In A Box The Book In A Box Method: The Groundbreaking New Way to Write and Publish Your Book by Tucker Max and Zach Obront #35: Book In A Box with Tucker Max on Jon Vroman's Front Row Factor Podcast The Compound Effect by Darren Hardy Cameron Herold on Making an Impact On Your Industry, Finding Great People, and Why Meetings Don't Actually Suck on The Elite Advisor Blueprint The Pop Up Paradigm: How Brands Build Human Connections in a Digital Age by Melissa Gonzalez WeWork Muse Meditation Buddha In Blue Jeans: An Extremely Short Zen Guide to Sitting Quietly and Being Buddha by Tai Sheridan The Trauma of Everyday Life by Mark Epstein 10% Happier: How I Tamed the Voice in My Head, Reduced Stress Without Losing My Edge, and Found Self-Help That Actually Works by Dan Harris A Confederacy of Dunces by John Kennedy Toole The War of Art by Steven Pressfield PEOPLE MENTIONED IN THE EPISODE Hal Elrod - Author of The Miracle Morning Robert Kiyosaki - Author of Rich Dad Poor Dad Jon Vroman - Founder of the Front Row Factor Cameron Herold - Founder of COO Alliance and Author of Meetings Suck John Ruhlin - Founder of The Ruhlin Group and Author of Giftology Malcolm Gladwell - Author of The Tipping Point, Blink, Outliers, and more Michael Lewis - Author of The Big Short, Boomerang, Moneyball, and more Russell Brand - Actor

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 and run successful businesses for thirty years. He is also a thought leader, author, and coach who helps individuals and businesses bring their vision to life through focused and efficient daily goals. Recently, he established the COO Alliance, a program aimed at second-in-command leaders who want to connect with and learn from their COO peers. Get full show notes and more information here: http://bradleyjohnson.com/cameron

Michael is a prolific author and speaker in addition to his work as a mentor. His latest book, Living Forward: A Proven Plan to Stop Drifting and Get the Life You Want, (co-authored with Daniel Harkavy) is a roadmap for those of us that are excited about coming up with a plan to become our best, most successful selves in all aspects of life. In this episode, Michael gives us a crash course in his Best Year Ever framework so that you can apply these lessons as 2016 winds down. We discuss the actions each day entails, as well as the life experiences that underlie each day's lessons. Michael also touches on some outside concepts -- like Dan Sullivan's gap vs. gain idea -- that further enrich the Best Year Ever course. We also discuss some of the goals we've both missed, and how these setbacks can sharpen our focus for the future. Get full show notes and more information here: http://bradleyjohnson.com/michael-hyatt-podcast-2/

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 professionals who value high-quality networking opportunities and speakers over the traditionally self-interested networking circuit. Get full show notes and more information here: http://bradleyjohnson.com/derek

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 advisors that want to start and run their fee-only financial planning firm to serve X and Y generation clients largely ignored by traditional firms. XY Planning Network currently has over 250 advisory firms in their network. Get full show notes and more information here: http://bradleyjohnson.com/alan

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 conversation, we discuss Dan's signature concept of why it's easier to 10X your business than to double it. We dig into Dan's Unique Process that he used to coach how to help eliminate dangers, capture opportunities and maximize strengths. Dan also shares how entrepreneurs can structure their schedule to lead a balanced life where they are able to not only be highly productive but also have enough free time to spend with their families. And these are just the highlights of the many topics we discuss in this interview. Get full show notes and more information here: http://bradleyjohnson.com/dan

Check out the show notes at http://bradleyjohnson.com/john John Ruhlin (@ruhlin), founder of The Ruhlin Group, a professional gift giving service that's worked with the likes of: Financial Institutions: Morgan Stanley & Wells Fargo Professional Sports Franchises: San Antonio Spurs, Chicago Bears, & Miami Dolphins Casinos & Resorts: Caesars Palace, Atlantis, & MGM Thought leaders: Darren Hardy, John Maxwell, & Jeffrey Gitomer When organizations like these need to WOW their clients or prospects with an incredible gift or experience, they turn to John and his company. In fact the gift giving methodology that John drops during this interview is so ground breaking, his recently released book Giftology skyrocketed to #1 on Amazon in the customer service category. After relistening to the audio to grab some highlights for you guys, I'm convinced this show may make the biggest impact on your business to date of any we've ever done. I know that's a bold statement, but here are just a few of the highlights from John and I's conversation: We begin with John's journey and how it started with some incredible advice from a mentor that led him to become CutCo Knives #1 selling distributor EVER… and oh yeah, this was by the time he was a senior in college John reveals how 99% of all financial advisor gifts break the #1 most important rule of gift giving… and how to fix it! A few of the other concepts John covers to become a black belt in gift giving include… One thing that every great gift should include Best and worst times of year to give gifts Most forgotten person when gifting happens in business Biggest gift giving mistake people make when thanking others for a referral Secret spot in the home to an incredibly meaningful gift (the secret to referrals!) Word John uses to replace "gift" that will change the way you choose your gifts and how you give them One last thing... John made an incredibly generous offer to share a free tool from his new book Giftology, "10 Gifts to Avoid Giving Key Clients". Also an added bonus, because gifting can get especially tricky with gift limitations in the financial services space, our team over at Advisors Excel put in some extra work and created our "Guide to Gifting". Both of these tools are available to download HERE. Thanks for listening, you're going to love the conversation with John! Check out the show notes at http://bradleyjohnson.com/john

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 Illustrated. He's had the opportunity to rub elbows with legends from every sport imaginable. Check out the show notes at http://bradleyjohnson.com/donyaeger

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 100+ employees just 5 years later. Aaron's led the company to twice being named one of the top 10 most innovative personal finance companies in the world by Fast Company Magazine. He's also been honored by InvestmentNews as one of the Top 40 Under 40 in the financial planning industry. This conversation with Aaron was a lot of fun as it was the EAB podcast's first venture into Fintech. For those of you unfamiliar, I was actually a Computer Information Systems major in college, so this conversation allowed me to combine my love of finance and tech, Aaron didn't disappoint! We cover a TON in this conversation, including: • How to avoid that awkward annual review conversation when a portfolio underperforms the S&P 500 • The ONE THING in a changing world of robo-advisors that will ALWAYS differentiate true advisors (i.e. humans) • How do you scale a company from 3 employees to 100+ in just 5 years? • The book Aaron has reread multiple times and credits with much of the philosophy behind building Riskalyze …and much more! Check out the show notes, links, and get Aaron Klein's free gift at http://bradleyjohnson.com/aaronklein

Joey Coleman (http://joeycoleman.com/about/) is the founder and Chief Experience Composer of Design Symphony – a customer experience branding firm that assists corporations, non-profits, small businesses, and associations in creating breath-taking interactions for their customers. In short, their team works to get all of the pieces of your business on the same sheet of music, playing in harmony – hence the name Design Symphony. Joey specializes in helping you to better understand your audience, determine what will get their attention, and develop strategies to wow them again and again – especially in the crucial, First 100 Days of the customer lifecycle. Company's like Zappos and Hyatt Hotels call Joey when they need help! You guys will love Joey, here's just a tiny sample of what we cover: • Want to know what it's like to interview for a job w/ the CIA??? Joey tells us as he actually had "Top Secret" security clearance when he worked there under the Clinton administration • The do's and don'ts of public speaking… Joey shares how he preps for his big speeches, what most audience members DON'T do that they should, and common mistakes Joey's seen others make from stage • Then we get into The First 100 Days® which is Joey's framework for "WOWING" your clients to such a level in their first 100 days that they'll never leave! Great examples shared in our conversation, including a cool story involving how he personally pulled this off with Darren Hardy (with the help of his friend John Ruhlin) • Then it's on to some rapid fire questions which include Joey's most gifted books, the advice he'd give his younger self…and much more! • One last thing - Don't miss the FREE TOOL found on the podcast page from Joey for all of our listeners, his "The First 100 Days Starter Kit" to help you implement this game changer into your own business!!! Check out the show notes at http://bradleyjohnson.com/joey-coleman-podcast

NYTimes Best Seller Donald Miller shares how to apply Hollywood's secret story formula to your business, 3 simple website tips to convert more prospects from your website & why Donald Trump is winning (spoiler: your business can use Trump's formula too!). Shownotes at http://bradleyjohnson.com/donald-miller-podcast

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 miss! Show notes at http://bradleyjohnson.com/scott-mckain-podcast

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 along the way. Show notes at http://bradleyjohnson.com/ron-carson-podcast

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 at http://bradleyjohnson.com/1