The Elevated Advisor: Recent Episodes
David Scranton
Do you want to be a $50 million producer by this time next year?! Look no further than The Elevated Advisor Podcast, your ultimate resource for taking your financial advisory business to new heights! This dynamic podcast is packed with expert insights and proven strategies to help you boost your success, expand your client base, and stay ahead of the game in the fast-paced world of wealth management. Each episode delivers cutting-edge ideas and practical tips on topics like sales and marketing, client relationship building, investment strategy, technology trends, and more. Whether you're an experienced financial advisor or just looking to take your business to the next level, The Elevated Advisor is your secret weapon for achieving lasting success and fulfilling your potential as a financial professional. So don't miss out on this exciting opportunity to elevate your business - tune in to The Elevated Advisor today!
In this powerful episode of The Elevated Advisor, Erin Botsford joins us to challenge the limiting beliefs that hold financial advisors back and offers a fresh perspective on what’s truly possible in the industry. Erin shares how to stretch your vision and push beyond boundaries to achieve extraordinary success. If you’ve ever felt limited by what you think is attainable, this episode will inspire you to expand your goals and embrace the opportunities that lie ahead.
Have questions or feel like your story should be heard? Check us out here:
theelevatedadvisorpodcast.com
In this episode of The Elevated Advisor, we dive deep into a powerful strategy for financial advisors—using life insurance to build significant assets under management (AUM). Tim Yurek, an expert in the field, shares how life insurance can be leveraged not just as protection, but as a tool for substantial wealth accumulation. If you're looking to expand your AUM and offer more value to your clients, this episode is a must-listen!
Have questions or feel like your story should be heard? Check us out here:
theelevatedadvisorpodcast.com
In this eye-opening episode of The Elevated Advisor, we’re joined by Ryan Nauman to explore one of the most significant events in financial history—the Great Wealth Transfer. With trillions of dollars set to change hands over the next few decades, financial advisors have an incredible opportunity to guide clients through this generational shift. Ryan dives into the strategies, challenges, and potential pitfalls of wealth transfer, and shares how you can position yourself to help clients preserve and grow their wealth. If you're looking to take advantage of this historic moment and expand your advisory practice, this episode is a must-listen!
In this episode of The Elevated Advisor, we sit down with Gregg Greenberg to uncover the key traits and strategies that make a successful CEO. Gregg Greenberg shares the secrets he's learned from interviewing some of the most impactful leaders in business. This episode offers valuable insights for financial advisors who aspire to grow their own businesses or enhance their leadership skills. Tune in for a masterclass in leadership, growth, and success.
In this special episode of The Elevated Advisor, we’re bringing you the best moments from our most powerful episodes. Tune in to hear top insights, success stories, and actionable strategies from our expert guests—each one offering valuable lessons to elevate your financial advisory practice. Whether you're looking to boost your client relationships, grow your business, or break through personal barriers, this episode compiles the most impactful takeaways to help you reach new heights in your career. Don’t miss out on these game-changing insights that will inspire you to take your practice to the next level!
In this empowering episode of The Elevated Advisor, we dive into how financial advisors can break through limitations and unlock their true potential. Join us as we explore the common obstacles that hold advisors back—whether it’s fear of change, resource constraints, or self-doubt—and discover actionable strategies to overcome them. Our guest will share their personal stories of resilience and the tools they used to push past boundaries, achieve growth, and build a thriving advisory practice. If you’re ready to confront your own limitations and take your career to the next level, this episode is packed with inspiration and practical advice. Tune in now and help start your journey toward limitless success!
In this episode of The Elevated Advisor, we explore the immense benefits of creating a cohesive financial firm that offers a full suite of services under one roof. Join us as we discuss the advantages of providing comprehensive solutions—including investments, insurance, taxes, and estate planning—to better serve clients and streamline operations. Discover how a unified approach not only enhances client satisfaction but also strengthens your advisory practice. Tune in for insights on structuring your firm, fostering collaboration among team members, and effectively communicating the value of your all-in-one services to your clients. This episode is a must-listen for financial advisors looking to elevate their practice and deliver exceptional value to their clients.
In this episode, we delve into the pivotal role of teamwork in financial advisory with special guest Drew Pelton. Join us as we explore the art of building the right team to help amplify success in the advisory realm. Drew shares his insights, strategies, and firsthand experiences on assembling a cohesive and high-performing team. Whether you're a seasoned advisor looking to enhance your existing team or a newcomer aiming to establish a solid foundation, this episode provides invaluable guidance to help you cultivate a winning team dynamic. Tune in now to help gain actionable insights and unlock the power of teamwork in your advisory practice.
In this episode of The Elevated Advisor, we delve into the journey of transitioning from a captive agent to becoming an independent financial advisor. Join us as we explore the challenges, opportunities, and strategies involved in breaking free from the constraints of captivity and establishing your independence. Gain valuable insights from advisors who have navigated this transition firsthand. Whether you're considering making the leap to independence or seeking guidance on how to help thrive as an independent advisor, this episode offers invaluable perspectives to help you chart your path to success. Tune in now and help discover the keys to unlocking your full potential as an independent financial advisor.
Learn more at theelevatedadvisorpodcast.com
In this latest episode of The Elevated Advisor, we explore a strategic transition in the world of financial advisory outreach. Join us as we discuss the advantages and intricacies of switching from traditional dinner seminars to the dynamic realm of public speaking educational events. Gain insights on how this shift can enhance your ability to connect with your audience, establish authority, and generate leads in a more impactful way. Whether you're a seasoned advisor seeking new avenues for engagement or a newcomer looking to explore innovative outreach strategies, this episode offers valuable guidance to elevate your advisory career. Tune in now and learn how to help make a more successful transition into the world of public speaking as a financial advisor.
In this episode of The Elevated Advisor, we dive into the world of lead generation with a special focus on creating a radio show. Discover the strategies, tips, and best practices that can help financial advisors harness the immense potential of radio shows to generate high-quality leads. Whether you're a seasoned advisor looking to expand your client base or a newcomer seeking innovative ways to grow your practice, this episode provides invaluable insights into leveraging the medium of radio to boost your advisory career. Tune in now and learn how to help make your radio show a potent tool for lead generation in the world of financial advising.
In this episode of The Elevated Advisor, we sit down with David Stearns to explore his remarkable journey from being an insurance advisor to becoming a fully licensed financial advisor. David shares his experiences, challenges, and the key insights that guided him through this transition. If you're an insurance advisor contemplating a shift toward comprehensive financial advisory, or if you're interested in the evolution of financial careers, this episode is a must-listen. Join us as we uncover the valuable lessons and strategies that can help you expand your horizons and excel in the world of financial advisory.
Learn more at:
https://theelevatedadvisorpodcast.com/
In this exclusive episode of The Elevated Advisor, we're joined by JoAnn Regan. As a financial advisor, you understand the importance of offering integrated solutions to your clients. JoAnn shares her invaluable insights on why financial advisors should consider encompassing investments, taxes, insurance, and more under one strategic roof. Learn how this integrated approach not only benefits your clients but also elevates your advisory practice to new heights. Tune in now to help gain a competitive edge in the world of financial advisory and discover the transformative power of integrated wealth management.
Learn more at:
https://theelevatedadvisorpodcast.com/
Join us on The Elevated Advisor podcast for an inspiring conversation with Anthony Saccaro as he shares his remarkable journey of wearing multiple hats, from financial advisor to lawyer, and the power of stepping out of your comfort zone. In this episode, you'll hear about Anthony's experiences, challenges, and successes in navigating these diverse roles and industries. Discover how pushing your boundaries and embracing change can help lead to personal and professional growth. Anthony's story is bound to inspire you to break free from your comfort zone. Tune in now to gain valuable insights on how to help expand your horizons and help achieve more in your career.
Learn more at:
https://theelevatedadvisorpodcast.com/
Join David Scranton in a thought-provoking discussion with Brian Moon and Mubashir Subhani as they delve into the transformative role of humility in the world of financial advising. In this enlightening episode, you'll uncover how humility can shape your approach, foster deeper client relationships, and elevate your advisory practice. Brian Moon and Mubashir Subhani, accomplished financial advisors who attribute their success to the power of humility, will share personal anecdotes and practical strategies for incorporating humility into your advisory style. Whether you're a seasoned professional or just beginning your journey in financial advising, this episode offers invaluable insights that can reshape your perspective and enhance your effectiveness. Tune in now to The Elevated Advisor podcast and discover how embracing humility can lead to unparalleled success in the financial industry.
Learn more at:
https://theelevatedadvisorpodcast.com/
Join David Scranton and special guest Eric Lardner as they delve into the journey of releasing your shackles and transitioning from a captive agent to an independent in the financial services industry. In this empowering episode, you'll gain valuable insights on the benefits of independence, overcoming challenges, and the strategies for successfully making the transition. Eric Lardner, a seasoned financial professional who has liberated himself from the captive agent model, will share his personal experiences, practical tips, and actionable advice to help you navigate the path towards independence. If you're a captive agent yearning for freedom or considering taking control of your financial advisory career, this episode is a must-listen. Tune in now to The Elevated Advisor podcast and learn how to break free from captivity and unleash your true potential as an independent advisor.
Learn more at:
https://theelevatedadvisorpodcast.com/
Join David Scranton as he reflects on the top insights and expert advice from Season 1 of The Elevated Advisor podcast. In this special episode, you'll hear highlights from some of the most popular and impactful episodes of the season, featuring guests such as Jeff Small, James Locke, Lindsey Cotter, Nathan Cox, Eddie Ghabour, and many more. From mastering the art of low stress closing to building a successful financial business with your significant other, this episode is a must-listen for anyone looking to take their career in financial advising to the next level. Tune in now to The Elevated Advisor podcast and get inspired by the best of Season 1.
Learn more at https://theelevatedadvisorpodcast.com/
Join David Scranton and special guest Michael Eastham, a financial advisor, and author, as they share their insights on making a career change to financial services and learning to sell effectively. In this episode, you'll discover the key skills and qualities necessary to succeed in financial advising, and how to build a successful career as a second career. Michael will share his personal experiences and advice on how to master the art of selling in financial services and building a loyal client base that will help you succeed long-term. Whether you're just starting out or considering making a career change to financial services, this episode is a must-listen for anyone looking to become a successful financial advisor. Tune in now to The Elevated Advisor podcast!
Learn more here:
https://theelevatedadvisorpodcast.com/
Join David Scranton as he reflects on the top insights and expert advice from Season 1 of The Elevated Advisor podcast. In this special episode, you'll hear highlights from some of the most popular and impactful episodes of the season, featuring guests such as Jeff Small, James Locke, Lindsey Cotter, Nathan Cox, Eddie Ghabour, and many more. From mastering the art of low stress closing to building a successful financial business with your significant other, this episode is a must-listen for anyone looking to take their career in financial advising to the next level. Tune in now to The Elevated Advisor podcast and get inspired by the best of Season 1.
Learn more at https://theelevatedadvisorpodcast.com/
Join David Scranton and special guest Rick Bates as they share their expert insights on how to increase your closing ratios using low stress techniques. In this episode, you'll discover how to build trust with clients, understand their needs and motivations, and create a low stress environment that allows for successful closing. Rick Bates, a successful financial advisor and low stress closing expert, will share his personal experiences and valuable tips on how to master the art of low stress closing. Whether you're a seasoned financial advisor or just starting out, this episode is a must-listen for anyone looking to improve their closing ratios and build a successful advisory business. Tune in now to The Elevated Advisor podcast and learn from the best on how to close deals with ease using low stress techniques.
Join David Scranton and special guest Sam McElroy, a successful financial advisor in Chicago, as they explore the secrets to thriving in a big city. In this episode, you'll discover the unique challenges and opportunities of building a successful financial advisory business in a bustling metropolis. Sam will share his professional insights on how to differentiate yourself in a crowded market, build a loyal client base, and create a thriving business in the heart of the city. Whether you're a seasoned financial advisor or just starting out, this episode is a must-listen for anyone looking to take their career to the next level. Tune in now to The Elevated Advisor podcast and learn from the best on how to thrive in the big city.
To learn more visit: https://theelevatedadvisorpodcast.com/
Join David Scranton and special guest Matthew Johnson as they explore the unique advantages of being a financial advisor in a small town. In this episode, you'll discover how small town life can provide opportunities for building meaningful relationships, creating a loyal client base, and standing out in a crowded market. Matthew Johnson, a successful financial advisor in a small town, will share his personal experiences and insights on how he's been able to thrive in his community. Whether you're already a financial advisor in a small town or considering making the move, this episode is a must-listen for anyone looking to take advantage of the opportunities unique to small town life. Tune in now to The Elevated Advisor podcast and discover the surprising advantages of being a financial advisor in a small town.
In this groundbreaking episode of The Elevated Advisor, host David Scranton is joined by the renowned David Wright to explore the game-changing transition from commission-based to fee-based financial advising. Delve into the secrets of thriving in this new era of financial services as Wright shares his insightful experiences, proven strategies, and invaluable advice on embracing change, maximizing client trust, and helping unlock your full potential. Don't miss this captivating conversation that will empower you to elevate your practice and redefine success in the world of financial advising.
Want to learn more? Check out the https://theelevatedadvisorpodcast.com/
On this episode of The Elevated Advisor Podcast, host David Scranton sits down with Jeff Small, President of Arbor Financial Services of Florida, Inc., to discuss the powerful impact of publishing a book as a financial advisor. Jeff shares his experience of writing "Turning Financial Planning Right Side Up" and how it not only helped him solidify his expertise in the field, but also elevated his credibility and helped him grow his practice exponentially. Tune in to learn the benefits of becoming a published author as a financial advisor and how you can do it too.
Want to learn more? Go to our website: https://theelevatedadvisorpodcast.com/
Join David Scranton and power couple Lindsey Cotter and Nathan Cox as they share their insights on working together to build a successful financial business. In this episode, you'll discover the secrets to balancing work and personal life, the benefits of building a business with your significant other, and the unique challenges you'll face along the way. Lindsey and Nathan will share their personal experiences and valuable lessons learned on their journey to success in the financial industry. Whether you're considering starting a business with your significant other or already doing it, this episode is a must-listen for anyone looking to build a thriving business and relationship. Tune in now to The Elevated Advisor podcast and learn from the best on how to build a successful financial business with your significant other.
Want to learn more? Visit our website at theelevatedadvisor.com
Join David Scranton and special guest James Locke as they discuss the transformative power of having a mentor in your career. In this episode, you'll discover how mentorship can help you overcome challenges, accelerate your learning curve, and help achieve your goals faster than you ever thought possible. James Locke, a successful financial advisor will share his personal experiences and insights on how mentorship has shaped his career and helped him build a successful advisory business. Whether you're just starting out or looking to take your career to the next level, this episode is a must-listen for anyone who wants to unlock their full potential. Tune in now to The Elevated Advisor podcast and transform your career today!
Visit theelevatedadvisorpodcast.com
Join David Scranton and Eddie Ghabour as they delve into the world of strategic communications and public relations, and how it can help elevate your advisor business. In this episode, Dave and Eddie will share valuable insights on the power of PR, how to help build a successful PR strategy, and how to help effectively communicate your message to the right audience. With tips and real-world examples, you'll learn how to leverage the power of PR to help take your advisor business to new heights. Tune in now to The Elevated Advisor podcast and help unlock the full potential of your business with strategic communications.
Want to learn more? Visit Theelevatedadvisorpodcast.com
Join David Scranton as he explores the latest trends and opportunities in the financial services industry with special guest Barry Wheeles. Discover new ways to help build the perfect advisor business and help choose the right business model based on your unique needs. Get ready to revolutionize your career in financial advising and take your business to the next level. Tune in now to learn how you can help start growing your business today!
Visit us at theelevatedadvisor.com
Join David Scranton on The Elevated Advisor podcast as he takes you on a journey through his successful career in the financial advising industry. With over 30 years of experience and a patented 50 million-dollar framework, Dave has helped advisors bring in millions in new assets every month. Get ready to be inspired and learn valuable tips for building a successful advising business. Tune in now to The Elevated Advisor and elevate your financial practice's future.
If you would like to learn more about elevating your business go to theelevatedadvisorpodcast.com