The Ultimate Advisor Podcast: Recent Episodes
Ultimate Advisor
The Ultimate Advisor podcast is a business podcast for financial advisors who are looking to grow their advising practices with greater ease and effectiveness. Ultimate Advisor was developed to help financial advisors master their marketing, sell their services with greater authority, generate repeat clients, and additional revenue in their business.
Each week, your hosts Draye Redfern, Bryan Sweet, and Brittany Anderson will share some of the closest guarded secrets from successful financial advising practices across the U.S.
Tired of feeling overwhelmed and scattered in your business? Learn how the most successful advisors prioritize their time and say NO to distractions.
On this episode of The Ultimate Advisor Podcast, Bryan Sweet, Brittany Anderson and Draye Redfern share their frameworks for maintaining laser focus on what really matters.
Walk away with tangible exercises for prioritizing your top 3 goals, delegating effectively and giving your team permission to redirect you for exponential growth. Leave feeling re-energized and ready to say NO to distractions once and for all.
Are you struggling to differentiate yourself from other advisors and create lasting client connections?
In this episode, marketing expert Trey Robinson shares his proven framework for advisors to uncover their unique value proposition and design consistent, personalized client experiences. Trey will reveal how top producers stand out from the crowd by leveraging their strengths and passions to attract ideal clients through every touchpoint. You'll also learn how goal alignment and embracing future technologies like AI can boost engagement and take your advisory practice to the next level.
Don't miss this chance to learn from one of the industry's leading growth strategists - Trey Robinson of Story Amplify.
To learn more about Trey's agency and services, visit storyamplify.com or email him at trey@storyamplify.com.
Are you feeling overwhelmed and wanting to get more done but not sure where to start? Learn how to master the art of delegation from Gina Cotner, founder and CEO of Athena Executive Services.
Gina shares her insights on how to properly delegate tasks to virtual assistants and executive assistants in order to free up your time for higher level work. She'll discuss the differences between virtual assistants and executive assistants and how to determine which type of support is right for your needs.
You'll also learn tips for building strong relationships with your assistants and how giving your team more trust and autonomy can help them grow into leadership roles.
Hit PLAY now and earn best practices for delegating strategically and empowering your team so you can get more of the important work done.
To contact Gina Cotner or learn more about Athena Executive Services visit: AthenaExecutiveServices.com or connect with Jennifer Tracy
Let us continue the discussion from last week's episode of The Ultimate Advisor Podcast, where the Give & Grow Study Group members began talking about transitioning from solo practitioners to business builders.
Now, Ultimate Advisor Coaching Partner Ron Greenberg, along with the other members, also shares his insights on how the 26-year-old study group helped him make this transition. He discusses leveraging the experience and wisdom of other advisors for growth.
Book: A Study-Group Success Story
Discover the secrets to building a thriving study group that lasts for decades from a group of top financial advisors who have been meeting together successfully for over 25 years.
Ultimate Advisor Coaching partners, Bryan Sweet, John Moshides and Brian Heckert share their rules of engagement and best practices that have taken their practices to the next level. Aligning values, committing to personal and professional growth, and supporting each other through challenges has kept this group bonded together for a quarter century.
Find out their strategies for evolving meetings, leveraging technology, and nurturing future generations of advisors.
Book: A Study-Group Success Story: Best Practices from Our Give & Grow Group's First 20 Years Together by Brian Heckert, Bryan Sweet, John Moshides, Ron Greenberg and Peter Maller
Have you ever had an idea that started as one thing but transformed into something much bigger?
On this episode of The Ultimate Advisor Podcast, Brittany talks to Dr. Dorine Riversabout how her work creating online course videos led to the creation of Savantz AI, a platform that is revolutionizing how businesses and educators create and deliver content.
Dr. Rivers shares how she turned mistakes and failures into opportunities for growth and innovation. Dive into valuable insights on turning your experiences into opportunities that can have widespread impact and make a difference for others. This inspiring conversation will leave you motivated to look for ways to reinvent yourself and your work.
Listen as she discusses the power of reinvention and never stopping your pursuit of creating solutions to problems.
Learn more about Dr. Dorine Rivers and Savantz AI:
https://dorinerivers.com/
https://savantz.ai/
Book: Brain to Bank: How to Get Your Idea Out of Your Head and Cash In by Dr. Dorine Rivers PhD PMP
Tired of dreaming small? Learn how one advisor built his practice beyond $9.5 billion in AUM without a client in sight!
On this episode, Jon Kuttin reveals how he removed himself from client work over a decade ago to focus fully on developing leadership within his enterprise. Hear his counterintuitive strategies for gaining the confidence to lead clients and advisors to their full potential.
Discover how emphasizing servant leadership over sales helped scale his practice exponentially and earn a spot in the Barron's Hall of Fame. Kuttin will challenge you to see your clients and team in a new light so you too can develop the vision, culture and people skills necessary to achieve billion-dollar success!
Books: -Traction: Get a Grip on Your Business by Gino Wickman-Rocket Fuel: The One Essential Combination that Will Get You More of What You Want from Your Business by Gino Wickman-10X Rule: The Only Difference Between Success and Failure by Grant Cardone
Connect with Jon Kuttin here:
-Visit the Financial Advisor Success Syndicate website at www.joinFASS.com to join the free community and platform for advisors.-Listen to his podcast "Quantum Growth for Financial Advisors" which discusses leadership, M&A, partnering with CPA firms, and more.
Joe Lander is a former attorney and HR manager who is now the owner and CEO of Life You Live Coaching. Through his unique RESOLVE framework, Joe empowers successful leaders to create a meaningful legacy that makes a difference in the world.
In this session, Joe will share his process for helping people discover their true purpose and live out their legacy. He will discuss practical tools for overcoming fear and limiting beliefs to pursue your biggest dreams. Joe will also reveal his "secret weapon" for anchoring your core beliefs so you can achieve next-level success and fulfillment.
Don't miss this opportunity to learn from Joe and take your advising practice to new heights.
Learn to create a meaningful personal legacy by visiting: https://thelifeyoulovecoaching.com/
In this episode of the Ultimate Advisor Podcast, our very own John Moshides sits down with value creation expert Leo Pusateri to discuss how advisors can quantify and communicate their true worth. Leo shares his insights on understanding client needs and differentiating your practice in a crowded marketplace. Learn his seven-step value ladder approach to crafting a compelling value proposition that resonates.
Leo also dives into his methodology for helping advisors conduct a "real value audit" to quantify the impact they have on clients.
Discover how aligning your pricing strategy with your proven value can boost confidence when it comes to strategic decisions and negotiations. Advisors will walk away with actionable strategies to level up their value proposition and ensure their worth is recognized in the marketplace.
Connect with Leo Pusateri:
LinkedIn: https://www.linkedin.com/in/leopusateri/
Website: https://pusatericonsulting.com/
https://theprojectyouexperience.com/
Welcome to the Ultimate Advisor Podcast!
In this episode, Joel Weldon shares his expertise on effective communication for financial advisors. As a member of the Speaker's Hall of Fame who has coached over 10,000 speakers, Joel provides insights on how advisors can speak with impact by connecting authentically with their audience. He emphasizes the importance of understanding the audience's needs, fears and victories to frame your message effectively. Joel also offers tips for overcoming nerves when presenting, including ways to get comfortable with your topic and separate yourself from the message to stay composed.
By applying principles like audience-focused messaging and authentic self-expression, YOU can build deeper trust with clients and make a lasting impact.
Connect with Joel Weldon through:
LinkedIn: https://www.linkedin.com/in/joelweldon/
Facebook: https://www.facebook.com/JoelWeldonUltimateSpeakerInstagram: https://www.instagram.com/joelweldonultimatespeaker/Website: https://www.ultimatespeaker.com/
Get ready to sprinkle some sunshine into your day with the newest episode of Ultimate Advisor Podcast!
Join the merry trio - Brittany, Bryan, and Draye - as they unwrap the gift of positivity. In this episode through the land of optimism, they'll share giggles, wisdom, and valuable insights on how keeping a skip in your step can brighten both your personal and professional adventures.
So, grab your cup of cheer and join us in this exciting episode as they unwrap the secrets to a positively delightful advisory practice!
Welcome to another inspiring episode of the Ultimate Advisor Podcast wherein Brittany Anderson interviews Dr. Kevin Kremer about his journey transitioning from a successful career in dentistry to focusing on leadership, mentorship and making a positive impact.
Kevin shares valuable insights on discovering your purpose through contributing to others. He discusses the importance of aligning your values and maintaining a growth mindset that for sure you will learn practical tips for overcoming fear, embracing change and finding renewed motivation from.
Kevin is the author of the upcoming book "Quantum Accountability" which provides a framework for taking ownership of your actions and mindset.
For more details on his work, contact Kevin through:
Website: kevinkremer.com
Email: kevin@kramerleadership.com
How do the most successful advisors continue to grow their businesses year after year? Tune in to this episode of The Ultimate Advisor Podcast to learn about the habits of top performers and how continuous learning plays a key role.
Our hosts, Brittany Anderson, Bryan Sweet and Draye Redfern discuss why lifelong and focused learning is so important for advisors looking to take their practices to the next level. You'll learn strategies for choosing focused areas of study, sharing valuable resources with clients and teams, and prioritizing your time effectively.
Discover how implementing new skills can dramatically shorten your timeline to goals. Leave inspired to up level your own growth mindset and take action to maximize your potential through lifelong learning.
In this episode of The Ultimate Advisor Podcast - "Raising the Next Generation of Wealth: Teaching Kids Financial Skills for Life" - host Bryan Sweet sits down with family legacy expert Scott Donnell. Scott shares his experience developing programs like Gravy Stack and Dinner Table, which use hands-on learning to teach children vital money management skills.
Scott outlines a better "home economy system" that gives children responsibilities like expenses to motivate them to earn, save, spend and share their own money wisely.
For any parent or advisor interested in effectively educating the next generation, this episode provides a roadmap for success.
FollowScott Donnell on all social media platforms.
Read: Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott DonnellVisit info.dinnertable.comto receive Scott's 18 family legacy strategies PDF and potentially book a coaching conversation.Download the GravyStack appon iOS if you have children under 22.
This episode of The Ultimate Advisor Podcast explores how to take control of your online reputation and reviews as a financial advisor. Brittany Anderson and Draye discuss the importance of identifying your ideal clients, vetting internal team members, and offering exceptional customer service to minimize risks and maximize positive reviews.
Tune in to learn powerful strategies for reputation management within FINRA guidelines and hear how to attract more high-quality clients through an optimized online presence.
In this episode of The Ultimate Advisor Podcast, we delve into the significance of differentiation in enhancing brand loyalty. Setting your firm apart from competitors is essential, and creating unique offerings that benefit both your team and clients is key.
Discover how the concept of Surprise & Delight by implementing a gifting strategy focused on referability can effectively differentiate your brand and make it stand out.
Tune in as we explore the transformative potential of surprise and delight through differentiation, and learn how to elevate your brand and grow your business. Press play to join us on this insightful journey!
Welcome to another episode of the Ultimate Advisor Podcast, where hosts Brittany Anderson, Bryan Sweet, and Draye Redfern discuss how to use fear as fuel for growth. They share personal stories of overcoming anxieties from their past careers and businesses.
This insightful episode will help you face your fears and use anxiety as a driver for achieving goals. Learn how to channel nerves into growth and preparation, and understand client fears to provide solutions and build trust.
Tired of the same old financial marketing that focuses on your credentials instead of your clients' needs? Join Brittany Anderson, Bryan Sweet and Draye Redfern as they discuss the key to growing your advisory practice: a client-centric approach.
Discover specific techniques for listening to what's really important to your target audience and crafting messaging that speaks directly to their challenges, fears and goals. Tune in and walk away with practical strategies to shift your marketing mindset from talking about yourself to addressing clients' problems - and start seeing results from more engaged prospects and new business opportunities.
Want to take your business to the next level and attract more ideal clients who love your unique value proposition?
In this episode, Brittany, Bryan and Draye discuss why developing a vivid and compelling future vision is so important for guiding strategic decisions, marketing your differentiated value, and inspiring your team.
You'll learn how to craft a vision that excites and motivates, and how trusting this vision can help you navigate challenges and make decisions that propel your business forward.
Tune in to discover their process for envisioning the next 3 years and how this simple step has accelerated their growth.
What do an NFL referee and elite sales coach have in common? More than you might think.
Join Brittany Anderson as she sits down with Bryan Neale to discuss his unlikely journey from small town football player to officiating in the NFL to founding his renowned sales coaching company Blind Zebra.
Bryan shares how the lessons of discipline, process, and mental toughness he learned on the football field prepared him to help top performers and organizations take their game to the next level.
Through stories from his days in the pros and lessons learned in the boardroom, Bryan provides a blueprint for breaking through ceilings, detaching from outcomes, and achieving at your highest potential - whether on the field or in your business.
Books: The Gift of Fear by Gavin de Becker
Necessary Endings by Henry Cloud
Contact Bryan Neale at:
bryan@blind-zebra.com and https://www.bryanneale.com/
Welcome back to the Ultimate Advisor Podcast!
Join Brittany Anderson in this insightful episode as she engages in a conversation with Tom Wheelwright, a seasoned tax expert, CEO of WealthAbility, bestselling author, podcast host, Rich Dad Advisor and the CPA to Robert Kiyosaki .
Tom has been instrumental in assisting numerous entrepreneurs and investors in legally minimizing their tax liabilities. Discover Tom's valuable insights into strategic approaches that advisors can employ to empower their high-net-worth clients in accumulating more wealth within the framework of the tax code.
Delve into the future landscape of the tax advisory profession, including the transformative impact of emerging technologies like AI. Gain actionable tips that financial advisors can apply to enhance client value and expand your practices effectively.
Happy New Beginnings!
Get ready for a fresh episode of The Ultimate Advisor Podcast! In this episode, we're breaking down how to supercharge your business in 2024. We dived into embracing change and making simple tweaks that can really amp up your business game.
Hit play, and let's explore together how you can smash your New Year's goals and make your business even more awesome!
In this special year-end episode of The Ultimate Advisor Podcast, we embark on an exclusive three-part series aimed at helping you wrap up the year on a high note and position your business for success in the coming year. Today's installment focuses on the crucial task of dedicating the next 90 days to honing in on the top three accomplishments that will propel you and your business toward unprecedented growth and success.
We explore proven systems and methodologies designed to maintain unwavering focus and momentum within each 90-day increment, ensuring a seamless transition into the new year. Discover how to optimize your thinking processes throughout the day using valuable resources, allowing you to concentrate on your strengths and delegate the rest for maximum efficiency.
Dive into the world of strategic business growth and financial empowerment with the latest episode of The Ultimate Advisor Podcast! Join us as we sit down with Jillian Mittelmark, CPA and founder of Resolve Works, a firm specializing in fractional accounting support for ambitious entrepreneurial organizations.
Jillian is a seasoned professional EOS implementer, guiding entrepreneurs on a transformative journey to fortify their businesses and enhance their overall lives. In this episode, she unveils the power of EOS (Entrepreneurial Operating System) as a game-changing framework for scaling businesses.
Join the conversation as we explore common challenges faced by businesses when it comes to team dynamics, and learn how EOS addresses the critical task of placing the right people in the right roles. Business owners and aspiring entrepreneurs alike will gain valuable insights and actionable steps to assess and improve their team structures.
Tune in to this enlightening episode of The Ultimate Advisor Podcast and elevate your business strategy with Jillian Mittelmark's expertise in financial leadership and EOS implementation!
Email: jillian.mittelmark@eosworldwide.com
EOS Website: https://www.eosworldwide.com/jillian-mittelmark#
Accounting Website: https://www.resolve-works.com/
LinkedIn: https://www.linkedin.com/in/jillianfoxmittelmark/
Dive into the intricate realm of life transitions and business exits in this compelling episode of The Ultimate Advisor Podcast. Join us as we engage in a candid conversation with our esteemed guest, Jerome Myers – a seasoned business leader and exit strategist.
Embark on a journey of discovery as we unravel the emotional challenges that often accompany significant life transitions, especially the delicate process of exiting a business. Jerome sheds light on the nuanced and complex psychological landscape that founders navigate, known as the "founder's exit paradox." This paradox captures the intricate interplay of emotions and mindset shifts when entrepreneurs detach from the very enterprises they've built.
Catch Jerome and his wisdom at the Ultimate Advisor Podcast on Wednesday at 9AM!For inquiries, email Jerome Myers at jerome.myers@gmail.com
Welcome to the Ultimate Advisor Podcast. In this episode, we're honored to host Christopher Turner, the pioneering founder of EMERGICON.
Join us for an enlightening conversation as Christopher shares his journey, revealing how EMERGICON's innovative approach not only maximizes reimbursement for ambulance and fire response but also champions a balanced work culture. Learn how his leadership has empowered teams to navigate the complexities of self-management while prioritizing work-life harmony.
HIT the PLAY button and tune in for an inspiring discussion on navigating challenges, fostering empowerment, and ultimately transforming both the workplace and the community.
To explore how his team can help your community recover ambulance and fire reimbursements, please reach him directly at cturner@emergicon.com or visit https://emergicon.com/
In this episode of The Ultimate Advisor Podcast, we explore the seventh characteristic of top financial advisors from our 12-part series: 'Get Involved in Diverse Perspectives: Surround Yourself with Big Thinkers.' Discover how surrounding yourself with influential thinkers fosters new ideas, encourages thinking beyond the norm, and propels you forward. Tune in to learn how thinking big with the right circle can elevate your business to new heights. Press PLAY and join us on this journey of growth and innovation!
Are you constantly frustrated by inefficiencies and bureaucracy? If so, you might just be an Individualist!
In our latest Ultimate Advisor Podcast episode, we explore the fascinating world of those who dislike inefficiency and embrace a more independent approach.
Join us as we unravel the traits and mindset of Individualists and discover how their unique perspective can lead to innovation and success in various aspects of life. Tune in and find out if you resonate with the spirit of those who truly march to the beat of their own drum!
Dive into the vibrant world of sales success with our latest Ultimate Advisor Podcast featuring the incredible David Bassitt. Uncover the transformative power of the color orange as David shares the fascinating story behind his unique approach.
Discover how David, a seasoned sales professional with 50 years of success, stumbled upon the impact of the color orange. What started as a personal tribute evolved into a powerful system that can elevate your career and attract opportunities like never before.
Grab a copy of his book "Orange" here:
Orange by David Bassitt
Welcome to The Ultimate Advisor Podcast, your go-to source for unlocking the secrets of being a top advisor.
In this episode, we delve into the importance of self-confidence, self-starting motivation, and an unyielding desire to succeed as the driving forces behind your success. But that's not all – we'll also explore what keeps you motivated to be a top advisor, sharing expert insights and inspiring stories to propel you forward, inspire your team, and achieve the pinnacle of success.
If you're ready to take your journey to the next level and discover what it takes to be a top advisor, you're in the right place. Tune in, take notes, and let's set your ultimate success in motion!
Are you tired of the constant client chase? Join us in this exciting Ultimate Advisor Podcast episode together with Paul Macmanus - the AUTHORITY MARKETING EXPERT for financial advisors, the founder of More Clients More Fun LLC, MCMF Publishing, Creator of The Million Dollar Producer LinkedIn Program and host of The Million Dollar Producer Show Podcast, as we unveil the secrets to attracting clients effortlessly so you can focus on what truly matters – YOUR SUCCESS!Learn more about Paul McManus by clicking the links below: paul@moreclientsmorefun.com
paul@paulgmcmanus.com
In this episode of the Ultimate Advisor Podcast, we explore the significance of stepping out of your comfort zone and experimenting with fresh approaches. We emphasize the vital role of flexibility in your methods to seize every opportunity for business growth. So, hit that PLAY button and join us as we embark on a journey of embracing change and adaptability to enhance your value and expand your business!
In this episode of The Ultimate Advisor Podcast, we delve into the crucial role of cultivating a positive, growth-oriented mindset and surrounding oneself with the right individuals to confidently navigate challenges and persevere. Tune in and hit PLAY as we explore the utilization of your growth mindset, the power of the right connections, innovation, and effective implementation strategies to foster continuous business growth!
In this engaging episode of the Ultimate Advisor podcast, we delve deep into the pivotal concept of maintaining a steadfast focus on long-term gains. Join us as we explore the significance of consistently reinvesting in your business, regardless of its current stage of development.
Hit PLAY now to discover the art of being long-term greedy, a strategy that not only fuels the growth of your business but also propels your success rate forward.
Dive into this insightful Ultimate Advisor Podcast episode where we explore the essential elements that define top-tier financial advisors. Join us as we highlight the pivotal importance of nurturing the right mindset, gracefully navigating uncertainty, and honing a steadfast focus on the broader perspective. Discover how these key attributes empower financial advisors to not just weather challenges but strategically navigate them, ensuring success in a dynamic financial landscape. Tune in for a deep dive into the mindset and strategies that set financial advisors on the path to excellence.
In our latest episode of the Ultimate Advisor Podcast, we delve deep into the art of patiently planning for the ultimate exit strategy with none other than Mike Malatesta. A true entrepreneur at heart, Mike is on a mission to empower fellow visionaries in bringing their dreams to life and attaining unparalleled success. With a remarkable track record that includes founding, nurturing, and successfully selling not one, but two waste recycling companies, each boasting revenues exceeding $500 million, Mike's insights are invaluable.
Join us as Mike shares his wisdom on the podcast, offering a masterclass in the power of strategic patience when it comes to realizing your dream exit. This episode is a must-listen for every entrepreneur looking to navigate the path to success with precision and foresight. Tune in now and unlock the secrets to your own entrepreneurial triumph!Get Your Business Ready to Sell for its Maximum Value! https://mikemalatesta.com/
https://podcasts.apple.com/us/podcast/howd-it-happen-podcast/id1441722417
Join us on the latest episode of The Ultimate Advisor Podcast as we embark on an enlightening journey with a remarkable guest, Joe Clark, the visionary founder of Financial Enhancement Group Trust Services (FEGTS).
In this captivating episode, we delve headfirst into the world of Legacy Planning, exploring the secrets behind creating the Gold Standard in Legacy Planning. Joe Clark, a true industry pioneer, shares his invaluable insights and unravels the inheritance enigma, taking us on a deep dive into the intricate realms of Legacy Planning and Trust Services.
Prepare to be enlightened, as we unlock the key to securing your family's financial future and leaving a lasting legacy. Tune in for a conversation that will forever change the way you think about your financial legacy!
Reach out now to set up your LEGACY next steps meeting:
Email: TrustTeam@FEGTrust.com
Phone: 877-514-6863
Website: www.FEGTrust.com
Welcome to a riveting episode of The Ultimate Advisor Podcast, where we dive deep into journey beyond the traditional sales-focused approach to success. We explore the profound idea that true success isn't solely about chasing the next sale. Join us as we unveil the secrets to not just surviving, but thriving in challenging business landscapes.
In this insightful discussion, we shed light on the pivotal concept of pinpointing your true audience, enabling you to channel your efforts into delivering exceptional value and nurturing unwavering trust with potential clients. Discover the key to becoming their problem-solving ally.
In this engaging episode of The Ultimate Advisor Podcast, we delve deep into a fundamental aspect of successful marketing and messaging: shifting the spotlight from yourself to your audience. We'll explore the critical questions that lie at the core of effective communication – What is it that your audience truly seeks? What resonates with them on a personal level?
As you hit that PLAY button, join us on a journey where we unravel the art of making your marketing about them, not you. Discover the strategies and insights that can help you build meaningful connections and engage with your audience on a profound level. It's all about understanding their needs, desires, and aspirations, and aligning your messaging to cater to those.
Tune in now and let us empower you with the knowledge and tools to create marketing campaigns that genuinely speak to your audience, fostering stronger relationships and driving success for your practice.
Tune in to the latest episode of the Ultimate Advisor podcast as we shine a spotlight on the remarkable achievements of women in the business arena. Our special guest, Disha Solanki, a dynamic entrepreneur and Partner at Hill & Co., takes center stage to share her incredible journey and insights as a visionary growth strategist in the diamond, gemstone, and jewelry industry.
Join us in this engaging conversation as we delve into Disha's path to success, exploring the triumphs and trials she encountered along the way. With her wealth of experience, Disha offers invaluable lessons learned from her entrepreneurial endeavors, offering a glimpse into the strategies that have propelled her career forward.
Are you ready to shatter the barriers holding you back and ascend to new heights? In this exciting episode of The Ultimate Advisor Podcast, we tackle the third most frequently asked question: "How do I get onto the next level when facing ceiling complexities?"
Join us as we delve into the art of breaking through plateaus and conquering challenges that often hinder progress. Our expert hosts share battle-tested strategies and transformative insights on navigating the intricate web of ceiling complexities. Whether you're aiming to scale your business, achieve personal milestones, or lead your team to unprecedented success, this episode equips you with the roadmap to conquer the seemingly insurmountable.
Tune in to The Ultimate Advisor Podcast and let's embark on this transformative journey together. Your next level awaits - are you ready to rise?
In this captivating episode of the Ultimate Advisor Podcast, we dive headfirst into another burning question from our vibrant Ultimate Advisor community: "How do I kickstart my marketing journey?" 🚀
Join us as we unravel the blueprint to launching a triumphant marketing campaign, revealing the essential steps, game-changing strategies, and proven insights that'll pave your way to prominence. Whether you're a seasoned pro seeking a fresh perspective or a newcomer eager to make your mark, this episode is your compass to conquering the marketing realm with confidence.
Tune in now and let's set your marketing voyage in motion. Your success story begins here!
Welcome to the Ultimate Advisor Podcast!
Ready to supercharge your team with top-tier talent? In this exciting episode, we uncover the blueprint for attracting exceptional talents that can take your business to soaring heights.
Join us as Bryan Sweet, Brittany Anderson and Draye Redfern, share expert insights, proven strategies, and inspiring anecdotes - successful leaders who've mastered the art of talent attraction.
Whether you're a seasoned entrepreneur or just starting out, this episode is your compass to building a dream team that drives unprecedented success. Tune in and unleash the power of attraction!
In this captivating new episode of The Ultimate Advisor Podcast, we dive into the world of success, uncovering the remarkable journey of an extraordinary individual. Join us as we sit down with Bryan Sweet, a visionary entrepreneur who has paved his way to greatness in the financial industry with an inspiring blend of charm, expertise, and relentless determination.
Tune in to this episode and be prepared to be captivated by the allure of Bryan Sweet's success. Whether you're an experienced financial advisor or just beginning your journey, this episode will leave you craving for more as you unlock the secrets to your own ultimate success.
Join us in this soul-stirring episode of the Ultimate Advisor Podcast as we delve into the inspiring world of legacy-building with the renowned Joe Lander. 🏆 Discover the profound impact of living a purpose-driven life and leaving a lasting legacy that extends far beyond financial success.
Joe Lander, a trailblazer in the realm of financial empowerment, shares his invaluable insights on aligning your passions, values, and financial goals to create a legacy that truly matters. 💡
Unearth the secrets of preserving wealth, making a meaningful difference in your community, and leaving a powerful imprint on future generations. Learn to create a meaningful personal legacy by visiting: https://thelifeyoulovecoaching.com/
Are you ready to unlock your true potential and experience exponential growth in every aspect of your life? Welcome to the Ultimate Advisor Podcast that will guide you on your journey to achieving remarkable and transformative growth.
In this empowering podcast, we'll delve into actionable strategies, mindset shifts, and proven techniques that can propel you towards 10 times greater success.
Are you prepared to unleash your full potential and make yourself 10 times better? Tune in to "Unleashing Your 10x Potential" and embark on a transformative adventure towards a life of excellence and fulfillment. Together, we'll redefine what's possible and inspire each other to reach new heights.
Join us on the latest episode of The Ultimate Advisor Podcast as we dive into the transformative world of collective brilliance and the profound impact of mastermind groups for financial professionals. Discover why embracing collaboration and finding your tribe of like-minded individuals can propel your success and fulfillment to new heights.
In this episode, we explore the undeniable benefits of joining a mastermind group—a dynamic community of ambitious professionals who share knowledge, insights, and resources to collectively elevate their careers and personal lives. We unravel the secrets of how these groups harness the power of synergy and unlock limitless possibilities.
Hosted by industry experts, Bryan Sweet, Brittany Anderson and Draye Redfern, we'll delve into the compelling reasons why financial professionals should seek the support and camaraderie of a mastermind group. From accelerated learning and accountability to invaluable networking opportunities, you'll gain firsthand insights into why collaboration is the key to unlocking your true potential.
Remember, when brilliant minds come together, the possibilities are endless.
Get ready to step into a world of unlimited support, valuable connections, and exponential growth. Visit:
www.ultimateadvisorcoaching.com
Join us on The Ultimate Advisor Podcast as we delve into the world of marketing and strategy for financial advisors and firms. Our guest speaker, Skyler Mills, is the brilliant mind behind Vali Consulting, a leading consultancy dedicated to helping financial advisors across the country excel in their marketing efforts.
In this episode, Skyler shares the secrets behind Lifeworks Advisors' rapid growth and explores the tactics, tools, and insights necessary for financial advisors and firms to thrive in today's competitive landscape. Whether you're a seasoned professional or just starting your journey in the financial services industry, this podcast is packed with actionable advice and inspiration to help you elevate your marketing and strategy game.
Get ready to revolutionize your marketing approach and drive your success in the world of financial advising!
Welcome back to another exciting episode of The Ultimate Advisor Podcast! In this episode, we have the pleasure of interviewing a power couple in the world of executive assistance, Ethan and Stephanie Bull.
Ethan Bull, co-founder of ProAssisting, joins us to share his insights and expertise in the remote, fractional executive assistance industry. With a background in hospitality and a deep understanding of the EA space, Ethan has held prestigious positions such as Director of Administrative Services and senior EA to the president and CEO at Rochester Regional Health.
Stephanie Bull, also a co-founder of ProAssisting, brings her invaluable experience as the former EA for J. Crew's CEO and the CEOs of two multi-billion-dollar hedge funds. Having excelled in various roles, including chief of staff, estate manager, and investment liaison, Stephanie is a true expert in her field.
Tune in to this episode of The Ultimate Advisor Podcast as we delve into the world of executive assistance with Ethan and Stephanie Bull. They share their industry knowledge, insider tips, and discuss the future of remote, fractional executive assistance.
And that's not all! As a special treat for our listeners, Ethan and Stephanie are offering a free book called "29-Hour Workday" that provides valuable insights into maximizing productivity and efficiency. Get your hands on this incredible resource by visiting:
FREE Audio Book - ProAssisting.com
Password: EApartnership
Welcome back to The Ultimate Advisor Podcast! Join us for captivating conversations on strategic marketing with esteemed guest speakers Elyse Stoner and Angela York.
Elyse, the Founder & Chief Strategist of Fresh Perspective Consulting and Co-Founder of Custom Strategic Marketing for Wealth Advisors, brings over 30 years of diverse marketing experiences. Her unique perspective and ROM* paradigm (Return on the Moment) enhance the marketing value of events and event participation.
Alongside her, Angela York, Founder of OnPoint Wealth Advisor Marketing and Co-Founder of Custom Strategic Marketing for Wealth Advisors, shares her wealth of hands-on marketing implementation and event planning expertise. Together, they redefine the concept of the Ideal Client, revealing efficient ways to connect and develop a multi-layered, measurable marketing program.
With their combined knowledge and experience, Elyse and Angela guide advisors through a proprietary 4-step process. They help untangle the cluttered marketing landscape, identify obsolete strategies, amplify effective ones, and introduce new tactics. The result? A comprehensive and targeted strategic marketing plan tailored to each advisor's Ideal Client.
Tune in to Ultimate Advisor Podcast as we unveil the secrets to marketing success in the wealth management industry. Gain invaluable insights and actionable strategies from these esteemed experts, empowering you to take your marketing efforts to new heights.
Welcome to the Ultimate Advisor Podcast!
In this captivating episode, we have the privilege of diving deep into the world of learning with the remarkable Mr. Ron Greenberg.
Join us as we embark on a journey of discovery, exploring the transformative power of lifelong learning. Mr. Greenberg, an esteemed expert in the financial field and the founding partner of Greenberg and Rapp Financial Group - one of the leading national groups; shares his invaluable insights and personal experiences that will inspire and motivate listeners to embrace the joy of continuous growth.
Tune in to this episode with Mr. Ron Greenberg, and embark on a journey that will forever change the way you perceive the pursuit of knowledge. Get ready to embrace the adventure that awaits and discover the boundless possibilities that lie within the realm of lifelong learning.
Welcome back to the Ultimate Advisor Podcast!
Join us today for an inspiring conversation with Mr. Brian Heckert, an extraordinary individual who has paved his own path as a serial entrepreneur. As the former President of the prestigious Million Dollar Round Table, Brian brings a wealth of experience and knowledge in the world of business and personal development.
In this captivating interview, we delve into Brian's entrepreneurial journey, uncovering the secrets behind his remarkable success. Discover how he harnessed the power of vision, overcame challenges in the financial advisory space, and built multiple thriving businesses. Get ready to be inspired and motivated as we explore the entrepreneurial spirit with Mr. Brian Heckert, a true embodiment of visionary leadership.
Welcome to a captivating new episode of the Ultimate Advisor Podcast! We have an incredibly special guest joining us today. Mr. John Moshides, a seasoned veteran with over 42 years of experience in the financial industry, is here to share his remarkable insights and will support the Ultimate Advisor Community as one of our esteemed Coaching partners.
As the President of Moshides Financial Group and the creator of The Freedom Solution Process and the Business of Wealth Planning Process, John has dedicated his career to guiding and advising business owners and professionals. His expertise extends beyond financial matters, as he passionately assists individuals in achieving their aspirations, including the coveted work-optional lifestyle.
In this episode, we'll delve deep into John's vast wealth of knowledge and experience. He'll share his personal stories of triumph over adversity and offer invaluable strategies for navigating life's challenges. His authentic and relatable approach will inspire you to push past limitations and embrace a life of fulfillment and success.
With John's guidance, you'll discover the transformative power of his unique methodologies to help you gain control of your financial future and create a roadmap towards your desired lifestyle.
Get ready to embark on a transformative journey with John Moshides, as we explore the keys to unlocking a work-optional lifestyle and creating a prosperous future with this remarkable episode of the Ultimate Advisor Podcast!
Have you ever felt stuck, with dreams and aspirations lingering in your mind but struggling to take that crucial first step? The Ultimate Advisor Podcast is here to guide you through the transformative journey of bridging the gap between intention and action.In this dynamic and inspiring episode, we delve into the transformative power of turning intentions into purposeful actions. We believe that intentions alone are not enough – it's the commitment to taking decisive steps that drives real progress and meaningful change.We'll uncover the secrets to bridging the gap between intention and action, offering actionable tips, and motivation to help you overcome barriers and seize opportunities. Get ready to unleash your driving force and embark on a journey of growth, achievement, and fulfillment. Remember, it's time to move from intention to action and create the life you've always envisioned. Tune in to the Ultimate Advisor Podcast and let the journey begin!
Welcome to the Ultimate Advisor Podcast! Join us as we dive deep into the world of service, uncovering the secrets behind crafting unforgettable moments and exceeding customer expectations. In this episode, our hosts, Draye Redfern and Bryan Sweet, visionaries and experts who have mastered the art of service, will share their insights, strategies, and success stories.
Through engaging conversations, we'll explore the importance of setting a clear vision for your service culture and aligning intentions with actions to deliver consistent excellence. Discover strategies for creating unforgettable experiences that leave a lasting impression and learn how to overcome challenges by leveraging the power of a strong vision.
In this episode of Ultimate Advisor, we dive into the importance of creating an unforgettable service experience that puts your clients first. Our experts - Bryan Sweet and Draye Redfern, share practical advice and real-world examples of how to build meaningful connections, exceed client expectations, and differentiate your business in a crowded marketplace. Whether you're a financial advisor, business owner, or entrepreneur, join us for this informative discussion on how to deliver exceptional value and service to your clients.
In this episode, we'll be diving into the importance of building strong relationships with your clients, and how this can lead to sustainable growth and success for your business. From providing exceptional service to creating personalized experiences, there are many strategies that can help you establish trust and loyalty with your customers.
Draye and Bryan will be sharing their own experiences and insights on how they've successfully cultivated loyal and invested clients in their own businesses. They'll also be discussing common pitfalls to avoid and practical tips for building and maintaining these important relationships.
So, whether you're a business owner or simply interested in learning more about the power of client retention, this episode is for you. Tune in to discover how to build a dedicated base of customers who will support your business for years to come.
Do you feel like your team's talents and accomplishments are not getting the recognition they deserve? In this episode of the Ultimate Advisor Podcast, we delve into the art of tagging and how it can be a game-changer for marketing your team's value. By strategically tagging your team members, you can showcase their unique skills and increase your company's visibility in your industry. Join us as we explore the dos and don'ts of tagging, share success stories, and offer practical tips for implementing tagging strategies in your own marketing efforts. Tune in now to learn how to effectively promote your team and take your business to the next level!
Welcome to the Ultimate Advisor Podcast! In this episode, let's discover how aligning your business with your core values and authentic self can attract your ideal clients and elevate your service to new heights. We'll delve into practical tips for identifying and closing any gaps or incongruencies in your business, as well as how to upscale your client experience for maximum impact. Join us as we share real-life examples of how congruency has allowed us to create differentiation and make a meaningful difference for our clients. Get ready to set the bar high in your business by operating from a place of congruency, and learn how to connect, overpromise, overdeliver, and level up your business! Don't forget to visit UltimateAdvisorPodcast.com and UltimateAdvisorMastermind.com for more valuable insights and resources.
In this episode, we'll explore the mindset and mindset shifts necessary for mastering resource allocation. Our hosts will share their stories of how they turned obstacles into opportunities, made tough decisions, and strategically allocated their resources to thrive in the face of adversity. We'll also discuss the role of innovation, creativity, and adaptability in optimizing resource allocation for business success.
Join us for an engaging and informative discussion on how resource allocation can be a game-changer for your business. Learn from real-world examples, get inspired by success stories, and walk away with actionable strategies that you can implement in your own entrepreneurial journey. Don't miss this episode of Ultimate Advisor Podcast - tune in now and unlock the secrets.
In this episode of Ultimate Advisor Podcast, we dive into practical tips and strategies on how to exceed customer expectations and stand out from the competition. We discuss the importance of creating a customer-centric culture and how it can help you build a loyal customer base.
We examine the importance of creating a unique brand that sets your business apart, and how delivering beyond expectations can be a key part of that branding strategy. So push PLAY and join us for another insightful and inspiring conversation on how to deliver beyond expectations and take your business to new heights.
In this episode, we delve into the importance of taking the time to reflect on our thoughts, emotions, and actions, which can help us make more informed decisions and live a more fulfilling life. Our special guest speaker, Anese Cavanaugh, shares her expertise on how to show up as your best self and create significant positive impact in your life and organization through introspection.
Whether you're just starting your journey of self-discovery or you're a seasoned introspection pro, this episode offers valuable insights and practical advice. Tune in to gain a deeper understanding of yourself and the value of introspection in living an authentic and meaningful life.
Welcome to Ultimate Advisor Podcast. In today's episode, we'll discuss the importance of being unique in business and how it sets you apart from the competition. Standing out isn't just about being different, it's about being authentic and creating a brand that reflects your values and personality. Learn how to embrace your uniqueness and use it to your advantage. So push PLAY and join us for some valuable insights and tips on how to train your team towards your vision and motivate them to achieve greatness!
In this episode, we delve into how companies are using their missions to drive success, and how entrepreneurs and business leaders can adopt a mission-driven mindset to create a more meaningful and impactful business. Whether you're a business owner looking to make a difference, or simply interested in learning more about the power of mission-driven strategies, this Ultimate Podcast episode is just for you. So tune in, and let's explore how we can create a better, more purposeful world through business.
Want to receive tactical, practical, and ready-to-implement strategies to make your advising practice scalable and sustainable? Subscribe to our Insights Monthly and get annual access to our monthly printed newsletter, delivered directly to your mailbox!
In this week's episode, we're going to uncover the power of hiring top talent. The key to business success is having a team of rock stars who are dedicated, skilled, and motivated. But where do you find these high-performing individuals and how do you keep them on board? Tune in and find out as we share insider tips and real-world examples from industry experts on how to attract, retain, and leverage top talent to give your business the edge it needs to thrive. So push PLAY and don't miss this must-listen episode for anyone looking to take their business to the next level!
In this episode, we welcome Steve Gordon, a two-time entrepreneur, best-selling author, and host of The Authority Builders Podcast. Steve shares valuable insights on how to establish authority and credibility in your industry by writing a book, and practical tips on building referral relationships to take your business to the next level.
Learn why writing a book is a smart move for entrepreneurs and gain insights on how to build referral relationships that can help businesses thrive. Whether you're looking to become an authority in your industry or seeking ways to grow your business through referrals, this episode is a must-listen. Push PLAY and join us for an engaging discussion on strategies for entrepreneurial excellence with Steve Gordon.
Want to receive tactical, practical, and ready-to-implement strategies to make your advising practice scalable and sustainable? Subscribe to our Insights Monthly and get annual access to our monthly printed newsletter, delivered directly to your mailbox!
In this episode, we delve into the significance of aligning your team with the company's vision. We discuss the importance of building a strong foundation for the company's long-term goals and vision. We also talk about how having a united team, all working towards the company's mission, can drive success. So push PLAY and join us for some valuable insights and tips on how to train your team towards your vision and motivate them to achieve greatness!
In this episode of the Ultimate Advisor Podcast, we are going into part three of our series where we take a deep dive into the habits of successful people. This week’s episode is all about ignoring the negative voices that are trying to bring you down. In this episode, we talk about tips on how to ignore the limiting beliefs of others instead cultivate successful habits that will help you reach your goals. So push PLAY and learn how to start implementing these habits today.
In this episode of the Ultimate Advisor Podcast, we are going into part two of our series where we take a deep dive into the habits of successful people. In this episode, we delve into the significance of cutting out activities that distract us. We learn how to say no to distractions and adopt successful habits such as simplifying your to-do list and focusing on the three most crucial tasks at hand in order to increase your productivity and reach your goals faster. So push PLAY and learn how you can start implementing these habits today.
In this episode of The Ultimate Advisor Podcast, we delve into the secrets of successful individuals by revisiting the fundamental principles. We examine our current habits and explore ways to cultivate new, productive ones. This week’s episode talks about the importance of developing the habit of lifelong learning. We focus on "habit stacking", a strategy to maximize our limited daily time and accomplish more. So push PLAY and learn practical tips and start implementing them today!
In this episode of The Ultimate Advisor Podcast, we will hear from Alaina Schwartz, an International Speaker, Best-selling Author, and Elite Performance Coach who is passionate about helping high achievers to multiply their income and impact while creating more time freedom. In this episode, she shares mindsets, opportunities, and strategies based on her own journey that will help entrepreneurial advisors level up and achieve sustainable success without sacrificing the things in life that are more valuable. So push PLAY and learn how you can apply these principles in your life right now and start becoming who you need to be.
In this episode of The Ultimate Advisor Podcast, we round out our three-part series, focusing on your health, wealth, and happiness, and how these factors play a crucial role in the growth of your business. In today’s episode, we talk about the importance of clearly defining what sparks your soul while finding the silver lining during challenging times to shift your thought process, remember why you started, and ultimately achieve happiness. We discuss some methodologies and processes that you can implement to recognize and focus on gratitude and commit to your true bliss. We also go over the importance of building a system to mitigate your ruts, eliminate baggage, and maintain a high mental state. So, push PLAY and join us as we delve into defining true happiness!
In this episode of The Ultimate Advisor Podcast, we talk about the importance of clearly defining wealth and a fulfilled life mean to you. We discuss how you can plan for that future vision to ensure your culture is protected, your clients are taken care of, and your legacy is carried out as you transition out of your business and into the next phase of your life. We also share some of our own personal wealth-building processes and impactful goals toward creating the life that you want. So, push PLAY and join us as we dive into defining what you want the future of your business and your life to look like and the journey to get there.
In this episode of The Ultimate Advisor Podcast, we jump right into another exclusive, three-week series focusing on health, wealth, and happiness, and how these factors play a crucial role in achieving business success. In today’s episode, we talk about the importance of taking care of your health as an advisor as well as some tips and tricks that will help you maximize both your well-being and professional growth. So, push PLAY and join us as we explore how making your health a priority is essential in helping you live your purpose and reach your next level of growth.
In this episode of The Ultimate Advisor Podcast, we are joined by Sonja Galyon-Kamonika, author of 10 Things I Wish I Knew As A Single Parent: Path to Financial Freedom. In this week's episode, we talk about building a lasting legacy by creating meaningful value and making a positive difference in the lives of others. So, push PLAY and join us as we talk about how we can take meaningful actions today that will contribute towards our vision for the future.
In this episode of The Ultimate Advisor Podcast, we discuss ways to turn more prospects into satisfied clients through your financial advising website. We also talk about how having the right strategies and all necessary elements in place can maximize your success and ensure a positive marketing outcome. So, push PLAY and join us as we delve into the 8 things that your financial advising website should have so you can convert more prospects to clients and grow your business.
In this episode of The Ultimate Advisor Podcast, we explore how embracing innovative technology can help take you and your practice to new heights. We'll dive into how automation and marketing enable you to reach more clients than ever before and exponentially multiply your success. So, push PLAY and learn how you can use these strategies not just to get ahead, but 10x yourself!
In this episode of The Ultimate Advisor Podcast, we talk about the benefits of a nurture sequence and how you can use it with your prospects and your clients alike so that they feel more comfortable and become fully engaged. So, push PLAY and join us as we delve into how to automatically nurture your clients and prospects and build deeper relationship with them.
Want to receive tactical, practical, and ready-to-implement strategies to make your advising practice scalable and sustainable? Subscribe to our Insights Monthly and get annual access to our monthly printed newsletter, delivered directly to your mailbox! Click here to know more: https://ultimateadvisorcoaching.com/ua-insights/
In this episode of the Ultimate Advisor Podcast, you will hear from Gene Naftulyev as he shares some of the highlights of his book, Beyond Sales: 50 Business Problems Every CEO Needs to Solve. In this episode, Gene discusses a variety of topics including ownership percentages, succession, hiring employees, and selling a business. He also talks about some of the biggest issues and opportunities businesses are facing as well as some advice on how to overcome these obstacles successfully. So, if you're looking to gain some valuable insight into the world of business, be sure to push PLAY and join us for this episode with Gene Naftulyev!
In this episode of The Ultimate Advisor Podcast, we focus on how you can essentially position your messaging to attract more ideal clients and repel others that don't fit the mold. We discuss automating your communication with your avatar, making sure that it is specifically tailored to them, so you can build more rapport and genuinely add value. So, push PLAY and join us as we delve into how to automate your avatar today!
In this episode of The Ultimate Advisor Podcast, we focus on who you can best serve in your niche or market that best fits your service model and the offerings that you provide. We go in-depth on the concept of defining your avatar and start creating the mindset and strategies needed in order to attract your ideal clients and repel the ones that do not fit. So, push PLAY and join us as we delve into how to define who you serve in order to grow your practice and scale effectively.
In this episode of The Ultimate Advisor Podcast, we hear from Trevor Muir, CEO of Surepoint Technologies Group and founder of Someday To Today. Trevor is laser-focused on building a culture of caring and believes to his core that authenticity and vulnerability are strengths. So, push PLAY and join us as we delve into creating a culture of caring and authenticity and learn his multi-faceted approach to making sure that you're leveling up while doing the things that matter most to you.
In this episode of The Ultimate Advisor Podcast, you will hear from Matt Reiner, CEO and Co-Founder of Benjamin, a technology company focused on delivering SaaS-based solutions to other financial service companies. In today's podcast, we learn his definition of true innovation and the three pillars of innovation. He talks about how complacency among advisors blocks growth and innovation, and discusses ways how to overcome fear and stay positive during tough times. So push PLAY and join us as we delve into how you can change your mindset and your perspective to focus on what you can control today instead of getting fearful of what the future holds.
In this episode of The Ultimate Advisor Podcast, we discuss the power of focusing on gratitude. We talk about the benefits of recognizing and expressing gratitude every day, as well as the impact this will have on you and your environment. We discuss some of the ways you can implement gratitude in your daily routine and business. So, push PLAY and join us as we delve into being intentional with gratitude in every opportunity to create a positive culture and level up your business!
In this episode of The Ultimate Advisor Podcast, we talk about the power of decision and how it helps in achieving any goal. We discuss the benefits of showing up with a positive mindset for your clients, team, and business to create forward momentum. We also go over ways that you can kickstart and maintain a positive mindset daily. So, push PLAY and join us as we delve into how deciding to have a positive mindset can open up opportunities for success and take your business to the next level!
In this episode of The Ultimate Advisor Podcast, we address the question: How do I break through this ceiling of complexity? We discuss strategies that you can implement and actions you can take to overcome the ceiling of complexity you might be facing. We also talk about Dan Sullivan's concept of who, not how, and the importance of having conversations with people who can help you get to the next level you want to get to. So, push PLAY and join us as we delve into breaking through your ceiling of complexity and taking your business to the next level!
In this episode of The Ultimate Advisor Podcast, we talk about what it means to discover your true north star. We discuss the importance of finding out what you were put on this planet to serve and lean into, and doing the work to get to the core of your “why”. So push PLAY and join us as we delve into how to pursue what truly sets your soul on fire!
In this episode of The Ultimate Advisor Podcast, you will hear from Jayson Lowe and Richard Canfield, authors of Amazon best-seller book Canadian’s Guide to Wealth Building Without Risk: The Process of Becoming Your Own Banker and hosts of Wealth Without Bay Street, a Canadian podcast focused on accelerating the financial independence of Canadians. In this episode, they share mindsets, principles, and strategies on how you can become your own banker and build wealth for generations.They also share insights on what value, connection, and collaboration truly mean. So push PLAY and learn how you can implement these principles in your life right now.
In this episode of The Ultimate Advisor Podcast, we talk about how to avoid the shiny object syndrome and instead keep your focus on the opportunities that you need to pursue, making sure you don't get off track from your biggest goals. We also discuss the importance of discovering what your personal values are and what brings you joy. So, push PLAY and join us as we delve into how you can keep your focus today!
In this episode of The Ultimate Advisor Podcast, we talk about the importance of embracing failure and making it work for you. We also touch on how important it is to focus on creating your own definition of success instead of looking at someone else’s success and being discouraged. So, push PLAY and join us as we delve into how you can learn from each failure and use it as an opportunity for growth.
In this episode of The Ultimate Advisor Podcast, we discuss how fear can either paralyze you or motivate you if used in the right way. We go over the ways on how to overcome your own fears and make them work in moving towards your biggest goals. Most importantly, we talk about the importance of understanding what your client's fears are and deciding how you can help them achieve success through those fears. So push PLAY and let us walk you through how you can go beyond your fear and use it as a powerful motivation to propel you towards your goals.
In this episode of The Ultimate Advisor Podcast, we focus on the importance of building a strong team around you instead of doing everything on your own and ending up burning yourself out in the process. We also talk about Benjamin Hardy’s book “Who Not How” which tells us that if we want to be successful, we need to focus on “who” we need to surround ourselves with rather than “how” to do everything ourselves. This is an important distinction because many people get bogged down in the details of “how” they are going to do something rather than focusing on finding the right people to help them achieve their goals. So push PLAY and learn how to avoid being a “do-it-all” and start building a strong team for your business.
In this episode of The Ultimate Advisor Podcast, we talk about why having a clear, seamless sales process is important and why a lacking sales process can hinder our growth and success. We focus on asking your prospects the right questions, push on the pain points and gain clarity on who you should be serving. So push PLAY and join us as we discuss the best tools to revamp your sales process!
In this episode of The Ultimate Advisor Podcast, Brittany Anderson is joined by James Hughes, Head of Investment Advisory Lending at Live Oak Bank. In this episode, he shares his personal journey working at Live Oak Bank, one of the earliest lenders to RIAs. He talks about succession planning, his approach to lending – specifically the shift away from SBA lending to conventional – and some ways advisors could create more value and better support their clients. So push PLAY and join us as we learn new insights on how to achieve growth and continue to thrive regardless of the uncertainties in the world right now.
In this episode of The Ultimate Advisor Podcast, we discuss one of the top ways we are hindering our growth and success - not investing in ourselves. We also dive deep into how to invest in ourselves and how to create that future vision for our business, employees, and ourselves. So push PLAY and let us walk you through how you can use your time, energy, and resources on things that will help you grow and achieve the level of success you want.
In this episode of The Ultimate Advisor Podcast, we will talk about how fear can get between us as we try our hardest toward success, how to face those fears, and how to encourage our teams to do the same. We will also dive deep into taking advantage of the right opportunities and learning to let go of opportunities that will not serve us. So, push PLAY and join us as we share with you some ways that can help you overcome your greatest limiting factors so you can achieve the success you want for your business.
In today’s episode of The Ultimate Advisor Podcast, we talk about how you can allocate your resources and set yourself up to do more during times of uncertainty. We discuss how you can still make decisions based on logic rather than emotions when you start feeling the pressure on your margins. So, push PLAY and join us as we talk about strategies that you can implement to gain traction and stand out during difficult times.
In this episode of The Ultimate Advisor Podcast, we talk about ways on how you can lead with value as you continue to build your business during challenging times. We discuss the importance of getting clear on who you serve so you can focus on adding value and building trust with prospects and helping clients solve their problems. So, push PLAY and join us as we talk about fresh ideas for building a strong foundation and achieving success in challenging times!
In this episode of The Ultimate Advisor Podcast, we discuss why taking care of your existing clients is key to growing your business during challenging times. We go over some of the ways you can encourage your team members to be more intentional in reaching out to your clients, care for them, and make them feel like they matter. So, push PLAY and join us as we talk about how your clients play an integral part in the success of your business!
In this episode of The Ultimate Advisor Podcast, we are going to learn from Draye Redfern as he talks about some tactics that will help you strengthen your customer service and enhance customer experience. We will dive deep into some ways you can provide an amazing customer experience for your clients, constantly "WOW" them, and make sure they keep coming back. So push PLAY and let us walk you through some of the customer service strategies you need to know to help your business become a success!
In this episode of The Ultimate Advisor Podcast, we’ll focus on how to develop a hiring practice that's going to bring high-quality people into your office. We will talk about why you need a killer job description and what hoops are necessary in order to weed out the ones who would not make good fits early on before they become problems later down the line. So push PLAY and join us as we dive into all these strategies and techniques that will specifically help you attract the right talent for your business.
In this episode of The Ultimate Advisor Podcast, we will discuss why it is important to surround yourself with big thinkers. Surrounding yourself with people who think differently than you do and who can bring new ideas to the table will not only challenge you but push you to think outside the box – and that's where the magic happens! So push PLAY and join us as we delve into how surrounding yourself with big thinkers can produce significant results in your business.
In this episode, you will hear from Lou Diamond, a dynamic speaker, sales and leadership consultant, performance mentor, best-selling author, and Founder and CEO of Thrive.We will learn about the value of connection and how we can use it to grow and thrive in this seemingly disconnected world, and build better relationships with people in all aspects of life. So push PLAY and let us walk you through the things that you need to do to be a better connector.
In this episode of The Ultimate Advisor Podcast, we will talk about why marketing is essential in today's competitive world, where standing out from other businesses has become increasingly difficult - especially when there are so many options available. We will discuss why your advisory practice should not be entirely dependent on referrals. Push PLAY and let us walk you through how marketing can be a powerful tool to help you reach new clients and grow your practice.
In this episode of The Ultimate Advisor Podcast, we will learn the importance of finding the right implementer who understands your vision and knows how to effectively execute it. We will discuss how finding the perfect second-in-command can help you get things done on time while also getting other people engaged in making those visionary plans a reality! So push PLAY and let us walk you through in getting the right implementer that will help your business become a success!
In this episode of The Ultimate Advisor Podcast, We will discuss the importance of focusing on what’s in it for them when it comes to marketing and messaging. What are they looking for? What will resonate with them? So push PLAY and let us walk you through how to make it about them and not you.
In this episode you will hear from Larry Sprung, founder and wealth advisor at Mitlin Financial. Larry’s story of how he built his business, difficult lessons he’s overcome, and how he has managed to attract ideal clients will have you charged up and ready to grow based your own definition of success! Tune in to see how you can differentiate your business to experience exponential growth. So push PLAY and let us walk you through what it takes to become an Ultimate Advisor.
In this episode you will hear from the host of The One Degree Show Podcast, Ella Mae, who has over 400,000 downloads and counting! Learn how this super connector, problem solver and business strategist helps people to grow and monetize their businesses in all new ways. Her story of growth, pivoting, learning and making massive impact is one that will inspire you to take action in your business today! So push PLAY and let us walk you through what it takes to become an Ultimate Advisor.
In this episode you will hear from Dan Pfister who has decades of experience in helping businesses with sales growth strategies. In total, he’s helped generate over 50,000 customers which has allowed him to work with big name brands such as Fidelity and Tony Robbins. Tune in to hear new perspective on winning back ideal clients, keeping the ones you want, and growing your business in a fun and controlled way.
In this episode of The Ultimate Advisor Podcast, we are going to hear from Brittany sharing the importance of developing a company culture. This podcast is a clip from a talk Brittany gave at a conference couple years back. This week's episode takes a good look at the culture we already have in place and how we can implement different strategies to shape that culture to make our practice successful. We dive deep into what makes an employee a good fit for your company and the importance of continuing to live by your company's core values. Push play and get started learning strategies to foster culture and help the company's growth!
In this episode of The Ultimate Advisor Podcast, We focus on how you can manage your reputation and maximize your reviews as well as through the online platform. We discuss how essential it is to focus on your target demographic, stay true to your clients, and minimize the amount of exceptions you make to maximize your online reviews and keep your reputation in good standing. So, push PLAY and join us as we delve into how to bring in more positive reviews, manage your reputation, and grow your business!
In this episode of The Ultimate Advisor Podcast, We focus on ways to 10x not just yourself but also your business. We discuss the benefits of the power of technology for automation and marketing to put you in multiple places at once, as well as strongly impact your business growth and clientele. So, push PLAY and join us as we delve into how to use Technology in your favor to 10x yourself and grow your business.
In this episode of The Ultimate Advisor Podcast, We focus on how Differentiation is key when it comes to setting your firm apart from the competition. By creating something unique that your team and clients can benefit from, you can really make a difference. Implementing a gifting strategy through referability can be a great way to differentiate yourself and stand out from the crowd. So, push PLAY and join us as we delve into how to use the power of surprise and delight through differentiation to stand out , and grow your business!
In this episode of The Ultimate Advisor Podcast, We talk about how a 17 year old who was lost in life without purpose or direction, goes on to become a veteran Marine, along with creating, scaling and later on selling an eight-figure IT business. Our guest Dale Walls talks about the most difficult lessons he's learned in business, where he sees people getting stuck when it comes to reaching their biggest ambitions, and how to truly become a high performer. Join us to hear from Dale Walls, founder of Lion's Guide, who now spends his time helping others learn high performance leadership skills to apply in their daily lives!
In this episode of The Ultimate Advisor Podcast, We focus on getting to know your prospects. We discuss the benefits of a nurturing sequence and building rapport with potential clients and prospects alike so that they feel more comfortable, engaged, and are more likely to hire you. So, push PLAY and join us as we delve into how to use a nurturing sequence to make potential clients comfortable and build your relationship.
In this episode of The Ultimate Advisor Podcast, we focus on differentiation and why you need to make it a priority when creating a meaningful brand. We discuss leading with value when serving clients and why you should share your story with your clients. So push PLAY and join us as we delve into all of the strategies and tactics to help you build a meaningful brand.
In this episode of The Ultimate Advisor Podcast, we discuss why having a second in command in your office to help you facilitate all of your visionary ideas is so important. We will delve into why having someone who can relay information and get the team engaged in making those ideas a reality is such an asset. So push PLAY and let us walk you though why you should have an implementer.
In this episode of The Ultimate Advisor Podcast, we discuss why Bryan Sweet started EWAS (Elite Wealth Advisor Symposium) and the impact we made to thousands of Financial Advisors and how Bryan and his partners helped Financial Advisors Achieve their dreams. So push PLAY and join us as we discuss why and how Bryan Sweet built this Unique Event to help Financial Advisors be more successful and achieve their dreams.
In this episode of The Ultimate Advisor Podcast, We sit down with organizational psychologist and bestselling author, Dr. Benjamin Hardy. We discuss the importance of framing who you want to be based on your future self. Benjamin shares some of his insights and methods on goal setting, investments, decision fatigue, and forcing functions. We also talk about the release of Benjamin’s new book, Personality Isn’t Permanent, where he provides more in depth bold strategies for personal transformation. So, push PLAY and join us as we delve into upgrading your identity and success by becoming your future self!
In this episode of The Ultimate Advisor Podcast, we discuss the many benefits of having an unwavering vision of what you want your business to be, and the type of client you want to serve . We talk about how getting clear and trusting in your vision will differentiate your company in a competitive market as well as make your marketing efforts easier too. So, push PLAY and join us as we delve into standing out in a competitive market by trusting in your vivid vision and upscaling your business!
In this episode of The Ultimate Advisor Podcast, we jump into the importance of creating your own definition of success. We talk about the benefits of focusing on your own goals, records, and all over business versus the negatives of falling into the comparison of others . So, push PLAY and join us as we delve into focusing on being EVEN BETTER than YOURSELF and ultimately grow your business!
In this episode of The Ultimate Advisor Podcast, we jump into the final part of our four part series that focuses on WHO versus HOW. We discuss the importance of joining the right mastermind to help you think outside of the box, strengthen your weaknesses, and catapult you into the future. So, push PLAY and join us as we delve into finding YOUR Aastermind to support you, level you up, and grow your business!
In this episode of The Ultimate Advisor Podcast, we jump into part three of our four part series that focuses on WHO versus HOW. We discuss the importance of focusing on the idea with the most exponential and finding the right person to help you get there. So, push PLAY and join us as we delve into discovering your one key initiative and picking the ONE who for YOU!
In this episode of The Ultimate Advisor Podcast, we jump into part two of our four part series that focuses on WHO versus HOW. We discuss how to evolve your business by letting go of some past habits, involvements, as well as learning to say no to what no longer serves you. So, push PLAY and join us as we delve into defining your next level growth and how to get there!
In this episode of The Ultimate Advisor Podcast, We start off a 4 part series that focuses on WHO versus HOW. We discuss the ways you can stand out with the right mindset and people in your corner. So, push PLAY and join us as we dive into how shifting your mindset can keep you from plateauing and shift the focus towards growth.
In this episode of The Ultimate Advisor Podcast, We focus on the importance of a financial advising website. We discuss the ways you can draw in, capture, and educate potential clients by having all the key elements, information, and marketing tools on the website. So, push PLAY and join us as we dive into how to bring in more clients and grow your business through a financial advising website.
In this episode of The Ultimate Advisor Podcast, we focus on how you can automate your messaging to attract more clients you want to work with and push away the ones you don't. We discuss different automations you can put into place to help build rapport with your potential clients as well as better define who your client is. So, push PLAY and join us as we dive into how to become crystal clear on who your Avatar is.
In this episode of The Ultimate Advisor Podcast, we discuss why it is important to surround yourself with big thinkers who generate, create, and produce amazing ideas that lead to breakthrough results. Surrounding yourself with people who think differently than you and challenge you will push you to think outside the box, and help create a collaborative effort towards success. So push PLAY and join us as we dive into how to level up your business by surrounding yourself with other big thinkers.
In this episode of The Ultimate Advisor Podcast, we discuss why marketing is important and how you limit yourself when you rely solely on referrals. Marketing can help reach those potential clients that don't know you nor your clients and have not been introduced to you yet. Marketing can be the differentiator that helps your practice stand out. Push PLAY and let us walk you through why marketing is important and how you can use it to grow your practice.
In this episode of The Ultimate Advisor Podcast, we discuss the importance of differentiating your practice with refined Marketing. We dive into different marketing tactics you can get started with today! So, push PLAY and join us as we discuss your action plan for the best Marketing tactics your practice should employ!
In this episode of The Ultimate Advisor Podcast, we discuss how important it is to maximize the amount of positive reviews you are receiving to help manage your reputation. We dive into how important it is staying true to your client and your practice's ideals to minimize exceptions and help increase your online presence. So, push PLAY and join us as we discuss how to create more positive reviews and manage your online reputation to help grow your practice!
In this episode of The Ultimate Advisor Podcast, We focus on the importance of getting to know your prospects. We discuss the benefits of a nurturing sequence and building rapport with current clients and prospects alike so that they feel more comfortable, engaged, and are more likely to hire and recommend your practice to others. So, push PLAY and join us as we dive into how to use a nurturing sequence can help build your relationships.
In this episode of The Ultimate Advisor Podcast, we discuss why having a second in command that shares the same vision as you is important. We will delve into why having someone who can relay information and get the team engaged in making those ideas a reality is such an asset. We will hear from one of those Legendary second in commands and how they help their practice push towards the overall mission. So push PLAY and let us walk you through why you should have an implementer that will help your practice GROW!
In this episode of The Ultimate Advisor Podcast, we discuss how to make your marketing impactful to reach your target audience. We will also discuss how important it is to focus on your messaging strategy and the importance of standing out. So push PLAY and let us walk you through how to make it all about the client.
In this episode of The Ultimate Advisor Podcast, we focus on the importance of hiring quality people and the practices we have implemented to reach that goal. We will discuss why having a killer job description is incredibly important. We will also touch on some of the hoops you can make prospects jump through so you can weed out the ones who will not be a good fit for your practice. So push PLAY and join us as we dive into all of the strategies to help you get the right butts in the right seats.
In this episode of The Ultimate Advisor Podcast, we focus on who you can best serve in your niche or specific realm of business. We discuss defining your avatar which is your ideal client and how to focus solely on them. Our team dives into the importance of mindset and how it can play a major role in defining who you serve. So, push PLAY and join us as we delve into how to become crystal clear on who you serve.
In this episode of The Ultimate Advisor Podcast, we focus on the tools and automations you have to implement in order to grow 10X. We discuss the different tactics we believe can help your practice grow beyond what you thought possible. So push PLAY and join us as we dive into the different mechanisms your practice can use to grow 10X!
In this episode of The Ultimate Advisor Podcast, we focus on the importance of differentiation and why you need to make it a priority when building a meaningful brand. We discuss the different tactics we have employed in the past to help build our brand. So push PLAY and join us as we dive into all of the strategies you should employ to create a meaningful brand!
In this episode of The Ultimate Advisor Podcast, We focus on the importance of differentiating your practice and product. We discuss how implementing a multitude of strategies for your team as well as your clients can help you go above and beyond the norm. Differentiation can make a world of difference in regards to client experience and we can teach you how to start doing this today! So, push PLAY and join us as we delve into how to use the power of surprise and delight through differentiation to stand out, and grow your business!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of the Ultimate Advisor Podcast, we are going into the final part of the four-part series where we take a deep dive into the habits of successful people. This week's episode highlights the importance of taking action and going beyond absorbing knowledge. It is important to learn information to help our practice grow but we have to actually take action in order to see growth. This episode will help you be able to start taking action and not waiting until the "perfect" opportunity. Press play to learn how to start taking action and other successful habits that will help you achieve your goals!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we are going to hear from Draye and the importance of the Customer Experience. This podcast is a clip from the Tangible Nurture course offered by our Team. This week's episode focuses on the importance of Customer Service and different platforms we can use to manage communication as well as proper training required by your staff. We dive deep into the art of providing the best experience and constantly "WOWING" your clients. Push play and get started learning strategies to provide a great customer experience!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of the Ultimate Advisor Podcast, we are going into part three of the four-part series where we take a deep dive into the habits of successful people. This week's episode highlights the importance of ignoring the naysayers about your business and removing the toxic people from your life. The more we downplay our own success and hard work the more of a disservice we cause for ourselves and it is even easier to do so if you have naysayers bringing you down. This episode will help you be able to dream big and continue down the path to success despite the limits people try to place on you. Press play to learn how to ignore negative people in your life and other successful habits that will help you achieve your goals!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we are going to hear from Draye and the importance of hiring the right employee. This podcast is a clip from a seminar Draye spoke at last year. This week's episode focuses on the importance of finding the right employees and how to avoid hiring people that do not fit the culture. We dive deep into different strategies you can use to find the correct employee and the importance of hiring someone Green to train them to perfectly fit into your company. Push play and get started learning strategies to hire the best employees!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of the Ultimate Advisor Podcast, we are going into part two of the four-part series where we take a deep dive into the habits of successful people. This week's episode highlights the importance of the things we have to stop doing. If we can reduce the amount of things that bog us down, we can focus in on the three most important tasks at hand. We need to be able to say NO to certain tasks that will slow down our momentum and hold us back from being successful advisors. Press play to learn how to delegate these tasks and other successful habits that will help you achieve your goals!
https://www.amazon.com/Greenlights-Matthew-McConaughey/dp/0593139135
Green Lights by Matthew McConaughey
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we are going to hear from Brittany and the importance of developing a company culture. This podcast is a clip from a talk Brittany gave at a conference last year. This week's episode takes a good look at the culture we already have in place and how we can implement different strategies to shape that culture to make our practice successful. We dive deep into what makes an employee a good fit for your company and the importance of continuing to live by your company's core values. Push play and get started learning strategies to foster culture and help the company's growth!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we go back to the original formula and take a deep dive into the habits of successful people. This week's episode takes a good look at the habits we already have in place and how we can consistently continue learning successful habits to improve. We discuss the idea of habit stacking and how much more we can get done in the short 24 hours we have everyday. Push play and get started learning successful habits you can implement today!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we are going to change the pace moving forward by providing material that can only be seen by our active members twice a month. This weeks episode will be a recording from when Draye spoke at the Genius Network Meeting a few years back. Today’s episode focuses on the importance of Direct Mail and how we can nurture our existing clients with it while working to acquire new ones. We discuss how important it is to stand out and make a lasting impression with your clients and potential clients. So push PLAY and join us as we discuss the importance of Direct Mail and engaging with your existing clients.
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we wrap up part 3 of the mini-series on how to grow your business despite your demographics. Today’s episode focuses on the importance of mindset and the choices we make every day that affect our long-term vision. We discuss how important it is to reflect on progress made and use that progress as a stepping stone to achieve your company's goals. So push PLAY and join us as we discuss the importance of nurturing relationships with your employees!
https://www.amazon.com/Becoming-Supernatural-Common-People-Uncommon-ebook/dp/B0746RN3G7
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we discuss the importance of training your team to be solely focused on the greater vision. Today’s episode focuses on the importance of having your team all working towards the firm's mission and steps on how to nurture them along the way. We dive into how training your team from the ground up is crucial to developing the long-term firm's vision and goals. So push PLAY and join us as we discuss the importance of nurturing relationships with your employees!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we dive into the concept of growing your business by working on your client's needs and finding what they lack. Today’s episode is focused on the importance of nurturing your relationships with clients and exceeding their expectations. We look at the significance of setting time frames and expectations for your client to establish confidence in the relationship. So push PLAY and join us as we discuss the importance of developing relationships with your clients!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we dive into the final part of the four episode series in which we discuss what holds us back from success in our business. Today’s episode is focused on the importance of building a strong team around you to avoid burnout. We take a look at different strategies we can implement to help us find the correct team and how to delegate what is on our plate. We also discuss the book, “Who not How,” by Benjamin Hardy that has strategies to help us surround ourselves with the correct team. So push PLAY and join us as we discuss the dangers of doing it all yourself and the importance of building the best team!
https://www.amazon.com/Who-Not-How-Accelerating-Teamwork/dp/B08KYKR23H/ref=sr_1_1?dchild=1&keywords=who+not+how&qid=1625587623&sr=8-1
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we dive into part three of the four-episode series in which we discuss what holds us back from success in our business. Today’s episode is focused on the sales process and the idea of becoming comfortable with the uncomfortable. We discuss the importance of uncovering your prospects' pain points and the importance a conversation will have during the sales process. So push PLAY and join us as we discuss the best tools to revamp your sales process!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we dive into part two of the four-episode series in which we discuss what holds us back from success in our business. In today’s episode, we talk about how are not investing in ourselves. Our team discusses strategies to implement to help invest in the future of our business, employees, and ourselves. We discuss the different aspects of our lives that all play a major role in our success. So push PLAY and let us walk you through how to invest in yourself!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we start a four episode series in which we discuss what holds us back from success in our business. In today’s episode, we talk about how fear can get in the way of the success we are capable of. Our team dives down deep on taking advantage of the correct opportunities and learning to let go of opportunities that will not serve us. We discuss the importance of facing fears and encouraging your team to do the same. So push PLAY and let us walk you through how to overcome your fear & use it to your advantage!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we sit down with Stephanie Lucas, the founder, and CEO of the Annuity Consultants and co-founder and CFO of Spiritual Masochist. In today’s episode, we talk about Stephani’s journey and how she got into her industry. We talk about how her passion from an early age to help agents and advisors to market their business, branding, and get in front of clients helped launch her Annuity Consultants business 11 years ago. We discuss how she struggled with alcoholism and how her decision to get sober in 2013 changed her life. We also touch on how changing from the inside out can help you better serve and bring value to clients. So, push PLAY and join us as we delve into the mind of a CEO & CFO.
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we sit down with the visionary Dan Sullivan, the Founder and President of Strategic Coach. In today’s episode, we talk about how Dan shaped the way entrepreneurs look at executing collaboration. We discuss the significance of looking for opportunities in tough situations. Lastly, Dan discusses his desire from an early age to coach people and how he developed his business process. So, push PLAY and join us as we delve into the mind of a gifted conceptual thinker!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we round out our special four-week treat, focusing on striving & selling in a virtual world. In today’s episode, we talk about the importance of investing in your technology. We discuss the significance of embracing the virtual world. We also touch on how important it is to expand your reach, marketing, who you serve, and how you serve. So, push PLAY and join us as we delve into how you can find ways to control your environment to be successful in a virtual world!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we get into part three of our four-week journey, focusing on staying on the front lines. In today’s episode, we talk about the importance of creating your list of people to stay in touch with. We discuss the significance of maximizing your CRM (customer relationship management) capabilities. We also touch on how important it is to do something that stands out. So, push PLAY and join us as we delve into how you can find ways to stay on the front lines of your business!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we get into part two of our four-week journey, focusing on the “tag”, or talking about the good. In today’s episode, we talk about the importance of deciding what your focus should be and where your energy is best spent. We discuss the significance of deciding who you can tag in your company. We also touch on how important it is to eliminate your limiting beliefs. So, push PLAY and join us as we delve into how you can find ways to talk about the good!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we jump right into another exclusive, four-part series focusing on taking action. In today’s episode, we discuss how to reshape your initial meeting/discovery process. We also discuss the importance of deciding where it is that you add the most value that means something to your clients. Lastly, we go over the importance of utilizing your second in command in order to get things done. So push PLAY and let us walk you through different ways you can take action within your practice!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we get into part four of our four-week journey, focusing on finding opportunities for growth in your failure. In today’s episode, we talk about the importance of finding out what you were put on this planet to serve and lean into. We discuss the significance of defining your true norm. We also touch on doing the work to get to the core of your "why". So push PLAY and join us as we delve into how you can pursue what sets your soul on fire!
In this episode of The Ultimate Advisor Podcast, we get into part three of our four-week journey, focusing on finding opportunities for growth in your failure. In today’s episode, we talk about the importance of defining your joy. We discuss the significance of discovering the aspects in your life that are currently detracting you from your greatest potential. We also touch on how important it is to develop an evening routine. So, push PLAY and join us as we delve into how you can keep your focus!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we get into part two of our four-week journey, focusing on finding opportunities for growth in your failure. In today’s episode, we talk about the importance of defining what success looks like to you. We discuss the significance of not resisting failure & letting your fears work for you. We also touch on how important it is to surround yourself with the right people who don’t believe failure is the end all be all. So, push PLAY and join us as we delve into how you can overcome your fears!
In this episode of The Ultimate Advisor Podcast, we jump right into another exclusive, four-part series focusing on what it means to make your fear work for you instead of consuming you. In today’s episode, we discuss how to dive into something you have zero certainties about with confidence. We also discuss the importance of actively pursuing different ventures/activities that scare you each week. Lastly, we go over the importance of understanding what your client's fears are and deciding how you can help your clients through their fears. So push PLAY and let us walk you through how to overcome your fear & use it to your advantage!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
ultimateadvisorcoaching.com/insights
In our 100th episode of The Ultimate Advisor Podcast, we round out our special four-week treat, focusing on simple & practical business tips. In our final episode of this series, we give a recap of what we’ve talked about over the last couple of weeks and give more context on implementation, growth opportunities & serving your clients. We also discuss the importance of setting expectations upfront with your team and your clients. Lastly, we went over the significance of being proactive when hiring & the “who not how” mentality. So push PLAY and join us as we walk you through what it means to under-promise and over-deliver!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
ultimateadvisorcoaching.com/insights
In this episode of The Ultimate Advisor Podcast, we get into part three of our four-week journey, focusing on simple & practical business tips. In today’s episode, we talk about creating your vision for what you want your company to be. We discuss the significance of finding technology that lets you create killer workflows, having a service model, and streamlined methodologies for reaching out to prospects. We also go over the importance of hiring people before you actually need them, and the benefits of living in 90-day increments. So, push PLAY and join us as we delve into strategies on how to run it like an actual business!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we get into part two of our four-week journey, focusing on simple & practical business tips. In today’s episode, we talk about the importance of setting the standard for your office & how appearance is everything in the eyes of the prospects/clients. We discuss the significance of having a clear and clean space, especially when new prospects/clients come to visit. We also go over key CRM processes & workflows that will help you emphasize even the small things. So, push PLAY and join us as we delve into how you can create wins across the board by paying attention to the small things!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we jump right into an exclusive, four-week series focusing on simple & practical business tips. In today’s episode, we talk about the importance of first impressions and how this can apply to experiences at a business. We discuss the ways to create a visual appeal when one first walks into your office. We share some strategies that you can implement to improve your experience for your customers/clients. Lastly, we go over how you can differentiate yourself by creating a first-class experience with a quality team and the benefits of “tagging”. So, push PLAY and join us as we dive into how you can attract and retain those quality prospects!
In this episode of The Ultimate Advisor Podcast, we round out our special three week treat, focusing on what it means to create a wow experience for your clients. In our final episode of this series, we talk about ways to surprise and delight your customers/clients. We discuss the perfect times of the year to give gifts to your customers/clients that will help you stand out from the rest. Lastly, we went over the importance of finding the perfect person to be in charge of surprising and delighting your customers/clients. So push PLAY and let us walk you through how to differentiate yourself from the rest of the competition!
In this episode of The Ultimate Advisor Podcast, we get into part two of our three-week journey, focusing on what it means to create a wow experience for your clients. In today’s episode, we talk about the importance of knowing who your clients are and who you’re best set to serve. We discuss relationship tips that will help you get to the core of your clients and discover how this will impact the growth of your company, the growth of your team & the capabilities/services you provide. We also go over key mindsets that will help you really get to the core of who they’re as a human. So, push PLAY and join us as we delve into understanding your client’s state of mind!
UltimateAdvisorPodcast.com UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we jump right into another exclusive, three-part series focusing on what it means to create a wow experience for your clients. The first topic that we discuss is how you can determine your value system and how this foundational activity truly lays the groundwork to create the wow factor. We discuss the importance of hiring the right people who have the same values from the start. We also go over the importance of aligning yourself with other people who’re going to carry out your mission and your vision. So push PLAY and let us walk you through how to make the values of your organization evident to your ideal clients/customers, and ensure your employees share your value system and are a good culture fit.
UltimateAdvisorPodcast.com UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we round out our special three week treat, taking a look back on our host’s favorite episodes. In our final episode of this series, Draye shares his favorite episode from our earlier days, episode 2, Where To Start With Marketing As A Financial Advisor. In episode two, we discussed a variety of ways to use bold marketing strategies to differentiate your practice in an impactful way that isn't overwhelming. We went over how you can create a clear and easy action plan to get started today. So push PLAY and let us walk you through where to start with marketing to bring you confidence, peace of mind, and ultimately upscale your business!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we jump right back into our special three week treat, taking a look back on our host’s favorite episodes. In part two, Bryan shares his favorite episode, episode 45, Creating a Positive Mindset Equals Creating a Positive Culture - Decide. In episode 45 we addressed the power of deciding to have a positive mindset. We talk about the benefits of showing up with a positive mindset for your clients, team, and business to create forward momentum! We also go over ways that you can kick start and maintain a positive mindset daily. So, push PLAY and join us as we delve into deciding to have a positive mindset to create your positive culture and take your business to the next level!
Raymond Charles Barker - The Power Of Decision
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we kick off a special three week treat, taking a look back on our host’s favorite episodes. In part one, Brittany shares her favorite episode, episode 35, You vs. Them or You vs. You. In episode 35 we discussed the importance of creating your own definition of success. We talked about the benefits of focusing on your own goals, records, and all over business versus the negatives of falling into the comparison of others . So, push PLAY and join us as we delve into Brittany’s favorite episode, and get focused on being EVEN BETTER than YOURSELF and ultimately start taking things to the next level in your life and overall business!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, Brittany sits down with a returning special guest, David Wood, founder of Play for Real(focus.ceo). In today’s episode, we listen as David shares how the shiny object syndrome has affected him in his business, and how he was able to overcome this and gain even more pivotal progress. We discuss the importance of focusing on what is most important in your business and life to stay on track and ultimately achieve real progress and improvement. David shares powerful modules, and strategies he’s been following and you can implement in an effective way to focus on one concrete target market, stay on task, and continue to gain forward momentum, so that you can work smarter, be more productive, and have time to do more of what you love. So, push PLAY and join us as we get laser focused on investing time in yourself, your growth, and ultimately your business!
David's Double Your Revenue Online 30 Minute Workshop
My Focus Gift
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we jump into an exclusive special, sharing a session from our recent fall Mastermind event with international speaker and The Ambassador Of Hope, Andre Norman. In today’s episode, we listen as Andre shares his own success story of how he was able to completely change his life around, and how he overcame poverty, gangs, and prison. Now, Andre travels all around the world to different agencies, aiding them in leadership development. He tells us about his program “The Academy of Hope”, that can help inspire you, instill hope, and define your purpose. So, push PLAY and join us as we take a sneak peek into our Ultimate Advisor Mastermind, and learn more about how you can uncover your purpose and destination and ultimately upscale your life!
https://andrenorman.com/admin@andrenorman.com
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, Brittany sits down with founders and creators of “My Life & Wishes”, Michelle and Jon Braddock. Jon and Michelle tell us about their secure online platform for full end of life planning. Michelle shares the story of having to deal with picking up the pieces while grieving the loss of her father, and how this helped to create and mold “My Life & Wishes.” We discuss the ways this platform will help to eliminate added stress, time, and aggravation for your clients' loved ones by storing and recording all their final wishes and documents following their death. We talk about how this platform can be used as a huge differentiator for your business by allowing you to communicate from a heart centered place and have those deep conversations with your clients, ultimately adding value to your relationships and overall business. So, push PLAY and join us as we jump into standing out in a competitive market by taking your business to the next level with “My Life & Wishes”!
jon@mylifeandwishes.com
https://www.mylifeandwishes.com/
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we round out our three part series, focusing on your health, wealth, and happiness, and how these factors play a crucial role in the growth of your business. In today’s episode, we talk about the importance of clearly defining what sparks your soul while finding the silver lining during challenging times to shift your thought process, remember why you started, and ultimately achieve happiness. We discuss some methodologies and processes that you can implement to recognize and focus on gratitude and commit to your true bliss. We also go over the importance of building in a system to mitigate your ruts, eliminate baggage, and maintain a high mental state. So, push PLAY and join us as we delve into defining and committing to your happiness!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we get into part two of our three week journey, focusing on your health, wealth, and happiness, and how these factors play a crucial role in the growth of your business. In today’s episode, we talk about the importance of clearly defining and understanding what wealth and a fulfilling life means to you, as well as planning for that future vision to ensure your culture is protected, your clients are taken care of, and your legacy is carried out as you transition out of your business and into the next phase of your life. We discuss the ways implementing a blueprint process will help you to clearly define what you want the future of your business and your life to look like, and the journey to get there. We share some of our own personal wealth building processes and impactful goals towards creating wealth and a fulfilling life. So, push PLAY and join us as we dive into making your life happen instead of letting it happen by planning for a fulfilling future!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we jump right into another exclusive, three week series focusing on your health, wealth, and happiness, and how these factors play a crucial role in the growth of your business. In today’s episode, we talk about the importance of making yourself a priority and focusing on your health so that you can live into your purpose, maintain work-life balance, and reach your next level of growth. We discuss the ways being dynamic and focusing on longevity planning can help differentiate yourself as an advisor, and stay relevant on being a resource for your clients beyond investment management. We share some tools and processes that you can implement to improve your health, while creating awareness and connections with your clients. Lastly, we go over the benefits of being accountable and setting targets around your health. So, push PLAY and join us as we dive into making yourself a priority, and focusing on your health to ensure you’re feeling your best and ultimately upscale your business!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, Brittany sits down with co-founder and CEO of ROL Advisor, Steve Sanduski. We go over many practical methodologies and processes that you can implement to differentiate your business, break past ceilings of complexity, and stand out in a forever changing, competitive market. We discuss the importance of being vulnerable, getting to know, and connecting with your prospects and clients, as well as putting the focus on the discovery of your client’s wants, needs, and overall journey. Steve shares some of his tangible tools, ideologies, and frameworks to help move beyond the numbers and into defining your story, becoming more relatable, and developing your client relationships even deeper so that you can help them prepare and get the most out of their finances throughout all life stages. So, push PLAY and join us as we dive into adding immense value and differentiation to level up your business!
https://www.roladvisor.com/
https://stevesanduski.com/
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we round out our exclusive three part series, going over the ways that you can set your business up for success and end your year strong. In today’s episode, we talk about the importance of setting a forward focus and vision for your business past the 12-31 deadline. We discuss the ways implementing a 3 year look forward plan will allow you to focus on the things that matter to round out the year, while breaking through ceilings of complexity, creating 90 day focus items, and ultimately setting a forward vision. Bryan and Brittany share their experience on how living in 90 day increments, creating weekly inspiration emails for their team, and going off site for the end of the year planning has made a positive impact and difference in their business. Lastly, we stress the importance of focusing on the gain, rather than the gap, to give you positive, forward momentum going into the new year. So, push PLAY and join us as we delve into feeling confident, positive, and strong going into the new year by creating a clear, forward vision for your business!
THE ENTREPRENEURIAL OPERATING SYSTEM®
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we jump into part two of our exclusive three part series, going over the ways that you can set your business up for success and end your year strong. In today’s episode, we talk about the necessity to assess your business to essentially get things off your checklist while you’re rounding out the year. We discuss the importance of implementing a planning platform that allows you to focus on your 3 big action items, while adding structure and gaining traction in your business . We also go over the many benefits of finding a space outside of the office for you and your team to plan for the new year. So, push PLAY and join us as we dive into having an even greater, successful new year, by tying up loose ends, honing in on your key initiatives, and leveling up your business!
THE ENTREPRENEURIAL OPERATING SYSTEM®
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we kick off another exclusive three part series, discussing the ways that you can set your business up for success and end your year strong. In today’s episode, we talk about the importance of spending the next 90 days honing in on the top 3 accomplishments that would give you and your business the biggest catalyst into growth and success. We go over some systems and methodologies that you can implement to maintain consistent focus and momentum in any 90 day increment and throughout the new year. We also share some examples of resources that you can use to help you think at the most optimal levels throughout the day and focus on the things that you’re good at so that you can delegate the rest. So, push PLAY and join us as we delve into finishing your year strong by gaining confidence, peace of mind, and ultimately success by staying focused!
David Goldsmith - Paid To ThinkDan Sullivan - TractionNootrobox
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, Brittany sits down with hall of fame speaker, Joel Weldon. In today’s episode, we talk about the ways you can take your one on one communication skills with your prospects, clients, and team to an even higher level. We discuss the importance of getting connected with your audience and clearly identifying their needs. We go over implementing a simple, yet powerful speaking system in your practice like Joel’s “Ultimate Speaking System”, that will allow you to clearly summarize and express your message that addresses your ideal clients wants and needs while saving you time, stress, and money. So, push PLAY and join us as we dive into gaining confidence and results by leveling up speaking and ultimately your business!https://ultimatespeaker.net/
http://www.successcomesincans.com/UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we share another impactful session from our virtual event, The Ultimate Advisor Summit. In today’s episode, we listen to a special excerpt on the strategies of a preeminent professional from guest speaker, Jay Abraham. Jay Abraham is a Strategic Marketing Expert, Author, and the America’s Highest Paid Marketing Consultant. He is the founder and CEO of The Abraham Group, Inc., and is recognized as one of the world’s most successful/impactful marketing strategists, business innovators, entrepreneurial advisors/mentors, and masters of revenue and performance enhancement and acceleration. So, push PLAY and join us as we take another exclusive sneak peek into our 5-day virtual Summit, and learn more about implementing a simple yet powerful strategy to generate more loyal, happy clients and ultimately transform your business!
https://www.abraham.com/UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we round out our three part series, getting back to the basics to discuss simple marketing tips that you can implement in your business now to attract your ideal clients. In today’s episode, we discuss the opportunities you have to differentiate and grow your business through marketing your team. We talk about the importance of assessing your team to ensure they deliver and are congruent with your business. We go over the benefits of implementing marketing strategies where you can talk about your team’s capabilities. We discuss the tagging marketing concept, and share some examples of how we have used this to market and lift up our own team members. So, push PLAY and join us as we jump into differentiating and upscaling your business by building up and talking about your team!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we dive into part two of our three part series, getting back to the basics to discuss simple marketing tips that you can implement in your business now to attract your ideal clients. In today’s episode, we discuss the topic of living in complete congruency in your business to who you are as a person to attract the right clients and deliver excellence on your service. We talk about the importance of assessing your business to identify your core values, close any gaps or incongruencies, and upscale your client experience. We share some indirect marketing examples of congruency in our own business that has allowed us to create differentiation and a meaningful impact on our clients. So, push PLAY and join us as we delve into setting the bar high in your business by operating from a place of congruency to get connected, over promise, over deliver, and level up your business!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we kick off a three part series, getting back to the basics to discuss simple marketing tips that you can implement in your business now to attract your ideal clients. In today’s episode, we discuss the importance of addressing the problems your prospects and clients are facing, rather than focusing on your process and the end solution. We go over how you can use this thought process to market your business to attract the clients with the problems you can solve, versus the ones that may not be the right fit. We share some of the ways you can differentiate your business, add value, and create possibilities by building an unique process and marketing strategy that allows you to go deeper, address the core problems, and get connected with your clients. So, push PLAY and join us as we dive deep into taking your business to the next level, and ultimately generating more loyal, valuable clients by getting connected and focusing on the problem, not the solution!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, Bryan sits down with published author, president, and owner of Pusateri Consulting, Leo Pusateri . In today’s episode, we delve into Leo’s three part process of uncovering, pricing, and selling your value. We discuss the importance of aligning yourself emotionally with your clients to help them feel confident and commit to you. We go over a series of unique questions you need to answer to differentiate your business, elevate your confidence, and pursue excellence in the way you articulate your value. We take a deeper dive into Leo’s material around how to go about pricing according to your value so that it’s fair, transparent, and consistent, as well as leveraging and scaling your value via attention and growth through each client. Leo talks about his program, The Sabbatical Experience, that he has developed for high performing professionals to come together to talk about important life issues, reach their full personal potential, and start living their legacy. So, push PLAY and join us as we jump into discovering your value to gain confidence, connect with your clients, create differentiation, and ultimately take your business to the next level!
Leo.Pusateri@pusatericonsulting.com
www.pusatericonsulting.com
thesabbaticalexperience.com
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we round out our four part series, discussing the ways that you can take a holistic approach and make your business stand out to your ideal prospects and clients. In today’s episode, we talk about the importance of having a unique process with very clear expectations in your business, to prevent turnover and create a memorable experience and impact on your clients. We discuss the key points of creating a process that targets your ideal client, while implementing effective marketing strategies to create traction, produce results, and ultimately continue the success of your business. Bryan and Brittany share their own processes that they’ve implemented in their business to create expanded capabilities, opportunities, and relationships with their clients. So, push PLAY and join us as we dive into creating a unique, effective process with crystal clear expectations to solidify your client relationships, and level up your business!
UltimateAdvisorPodcast.comUltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we jump into part three of our four part series, discussing the ways that you can take a holistic approach and make your business stand out to your ideal prospects and clients. In today’s episode, we go over doing things outside of the status quo to stand out, make a big impression, and show your prospects and clients who you are, and that you care. We talk about the importance of finding opportunities, like sharing your story, to build connections with your clients. We discuss some of the ways you can take singular actions to create unique identifiers for you and your brand and deliver value in your business. So, push PLAY and join us as we delve into finding your niche, getting connected to your clients, and standing out in a competitive market!
UltimateAdvisorSummit.comUltimateAdvisorPodcast.comUltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we dive into part two of our four part series, discussing the ways that you can take a holistic approach and make your business stand out to your ideal prospects and clients. In today’s episode, we discuss the importance of thinking outside the box and clearly defining your mission, as well as making it the center of your business and energy focus. We talk about making power moves and implementing Cause Marketing to positively impact your prospects and clients, fuel your mission, and differentiate your business. We share some of our own methodologies and strategies we use to stand out in the way we share our mission with our prospects and clients. So, push PLAY and join us as we jump into living for a purpose, being unique, and upscaling your business by being a mission with a business vs a business with a mission!
Entrepreneurial Operating System
UltimateAdvisorSummit.comUltimateAdvisorPodcast.comUltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we kick off a four part series, discussing the ways that you can take a holistic approach and make your business stand out to your ideal prospects. In today’s episode, we talk about the importance of hiring the right team behind you to create a positive impact on your prospects and clients, and differentiate your business. We talk about the significance of checking in with your clients to improve your service and relationships. We share some powerful methodologies and processes you can implement to add value to your team members and hone in and sharpen their skills. So, push PLAY and join us as we delve into putting practices in place to create the right team for your business, provide excellent service, and ultimately upscale your business!
UltimateAdvisorSummit.comUltimateAdvisorPodcast.comUltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we focus on helping you get creative to add the wow factor to your client base. We discuss the importance of finding your polarity to attract your ideal clients, and some of the ways you can connect and continue to develop those relationships to add value. We share some processes and methodologies you can implement to virtually impact those clients, and differentiate your business from other advisors. So, push PLAY and join us as we jump into creating your wow factor client experience by connecting, impacting, and adding value to your client base!UltimateAdvisorSummit.comUltimateAdvisorPodcast.comUltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we round out our three part series, discussing fresh business building ideas to help you continue to focus on the positive, while escalating your business during these challenging times. In today’s episode, we talk about the importance of setting yourself up to do more, while making decisions based on logic rather than emotions when you start feeling pressures in your business. We discuss some of the ways that you can compress your margins, and more value, and get ahead. We share some resources and marketing strategies that you can implement to gain traction and stand out during the difficult times. So, push PLAY and join us as we delve into allocating your resources to continue to serve and add value to your clients, and ultimately grow your business!UltimateAdvisorSummit.comUltimateAdvisorPodcast.comUltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we jump back into our three part series, discussing fresh business building ideas to help you continue to focus on the positive, while escalating your business during these challenging times. In today’s episode, we focus on adding value to your prospects and existing clients to gain their trust and ultimately make them feel like they matter. We discuss the importance of getting clear on who you serve and the problems you solve. We go over some of the ways you can add personalization while being intentional in all of your marketing and prospecting efforts. So, push PLAY and join us as we delve into leading with value to break through ceilings of complexity and upscale your business!
UltimateAdvisorSummit.comUltimateAdvisorPodcast.comUltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we kick off a special three part series, discussing fresh business building ideas to help you continue to focus on the positive, while escalating your business during these challenging times. In today’s episode, we focus on the foundation of your business and the ones who have gotten you where you are today, your clients. We discuss the importance of putting your client first, and ultimately creating a wow factor experience to differentiate your business. We go over some of the ways you can empower your team members to take care of your clients and make them feel like they matter. Draye, Bryan, and Brittany also share some of their own strategies and processes that you can implement to improve the client experience. So, push PLAY and join us as we delve into creating the ultimate client experience to drive in more referrals and upscale your business during these times of adversity!
UltimateAdvisorSummit.comUltimateAdvisorPodcast.comUltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we round out our three part series with Bryan and Draye, discussing the ways you can elevate your client service, improve your interactions, get positive reactions, and ultimately take you to the next level with your prospects and clients. In today’s episode, we talk about how you can create the vision for your level of customer service, and how you can be intentional about executing it in an automated fashion. We discuss the importance of exerting positivity and listening to your clients, to take your level of service to the next level and create a clear path of what your client wants. We go over some of the ways you can automate and systemize your client experience to consistently meet and exceed your client’s wants and needs. Draye and Bryan share some of their own processes they implement to automate their human interactions, and upscale their level of service. So, push PLAY and join us as we delve into intentionally creating and executing the vision for your level of customer service to target and attract more of your ideal client, generate more referrals, and ultimately elevate your business!
UltimateAdvisorPodcast.comUltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we jump right back into our three part series with Bryan and Draye, discussing the ways you can elevate your client service, improve your interactions, get positive reactions, and ultimately take you to the next level with your prospects and clients. In today’s episode, we talk about how you can create a memorable experience with your clients, as well as craft opportunities to talk about your business. We discuss the importance of starting the relationship off with your client on the right foot, and some of the ways you can get to know them better, make them feel comfortable, and create that memorable experience. Bryan and Draye share some of their own strategies and processes that they implement to create the best experience for their own clients. So, push PLAY and join us as we delve into elevating your experience with your clients, getting more referrals, and ultimately growing your business!
UltimateAdvisorPodcast.comUltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we kick off a three part series with Bryan and Draye, discussing the ways you can elevate your client service, improve your interactions, get positive reactions, and ultimately take you to the next level with your prospects and clients. In today’s episode, we talk about the benefits of engaging, checking in and getting to know your clients. We discuss the importance of finding ways to create an elevated standard in your practice, and also create avenues and systems to support your client base. We also go over some of the ways you and your team can be more open and caring to your client based. So, push PLAY and join us as we delve into upscaling your client service and ultimately your business by engaging with your clients!
UltimateAdvisorPodcast.comUltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we round out our three part interview special with the original referral coach, Bill Cates. Bill shares some of his amazing content and methodologies to help grow your referrals, turn more prospects into clients, and ultimately grow your business. In today’s episode, we continue our discussion on radical relevance and sharpening your marketing message. Bill goes over some more of his rules on radical relevance and how you can apply them in your business to create value and differentiation. We also go over some exercises and methodologies you can implement to define your client-focused why, refine your value proposition, perfect your relevant message, and become more referable. So, push PLAY and join us as we delve into defining your why, perfecting your message, adding value to your clients and ultimately making strides in your business!
UltimateAdvisorPodcast.comUltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we jump right back into our three part interview special with the original referral coach, Bill Cates. Bill shares some of his amazing content and methodologies to help grow your referrals, turn more prospects into clients, and ultimately grow your business. In today’s episode, we discuss the importance of an introduction, as well as connecting, adding value, and creating an ongoing relationship with your prospects and clients. Bill shares some of his own strategies and processes on creating and messaging value after the introduction. We also talk about Bill’s new book, Radical Relevance, where you can learn more about finding the bullseye for your business and sharpening your marketing message to win more ideal clients. So, push PLAY and join us as we delve into cutting through the noise to attract the right clients, keep them engaged, and upscale your business!
For more ideas and methodologies on getting introduced, email Bill at bill@referralcoach.com
UltimateAdvisorPodcast.comUltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we kick off a three part interview special with the original referral coach, Bill Cates. Bill shares some of his amazing content and methodologies to help grow your referrals, turn more prospects into clients, and ultimately grow your business. In today’s episode, we discuss Bill’s Perpetual Revenue System, and how you can implement it in your business to turn the referral into an introduction with a new prospect, and ultimately turn them into a high-value client. We go over some of the ways you can use engagement, leverage, and connection to create a continued flow and keep your clients happy. Bill also shares his free guide on a proactive approach to create exponential growth with your advocates and referrals. So, push PLAY and join us as we delve into generating more referrals, happy clients, and exponential growth in your business!
Click Here to Download the Exponential Growth Guide
UltimateAdvisorPodcast.comUltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, We sit down with organizational psychologist and bestselling author, Dr. Benjamin Hardy. We discuss the importance of framing who you want to be based on your future self. Benjamin shares some of his insights and methods on goal setting, investments, decision fatigue, and forcing functions. We also talk about the release of Benjamin’s new book, Personality Isn’t Permanent, where he provides more in depth bold strategies for personal transformation. So, push PLAY and join us as we delve into upgrading your identity and success by becoming your future self!Click here to order your copy of Personality Isn't PermanentUltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we jump into the final part of our three week series, discussing the ways you can be an effective leader during these times of adversity. In today’s episode, we talk about the importance of leading by example in your business. We go over the benefits of being vulnerable with your team while leading with pure tenacity. We also share some insight and strategies to implement with your team to help them realize their potential, follow your example, and become even better. So, push PLAY and join us as we delve into leading by example to upscale your team and ultimately your business!
Click here to learn more about the Ultimate Advisor Coaching program!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we jump into part two of our three week series, discussing the ways you can be an effective leader during these times of adversity. In today’s episode, we talk about the importance of exuding confidence in your practice. We go over some of the ways you can enhance your confidence, show up with conviction, and change the dynamic with your clients, team, and overall business. So, push PLAY and join us as we delve into leading with confidence and up-scaling your business during these times of adversity!
Click here to learn more about the Ultimate Advisor Coaching program!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we kick off a three week series, discussing the ways you can be an effective leader during these times of adversity. In today’s episode, we talk about the importance of being transparent in your business. We go over some of the ways you can maximize how you show up for your team, share your vision and goals, and ultimately build your confidence as a leader. So, push PLAY and join us as we delve into being transparent during times of adversity and taking your team and leadership to the next level!Cameron Herold - Vivid Vision
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we round out our two part special, sharing excerpts from our recent virtual event, The Ultimate Advisor Summit. In today’s episode, we listen to Brittany’s presentation on culture. In the presentation, Brittany goes over a simple process and strategies to get the most out of the abilities of your team and create the culture of your dreams, allowing you to scale your business, drive revenue, and maximize fulfillment for you and your team. So, push PLAY and join us as we take a sneak peek into our 5-day virtual Summit, and learn more about the ways you can level up your culture and upscale your business!
Click Here To Lean More About Our Ultimate Advisor Coaching Program
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we kick off a two part special, sharing excerpts from our recent virtual event, The Ultimate Advisor Summit. In today’s episode, we listen to Draye’s presentation on Advisor Marketing. In the presentation, Draye talks about some of the ways you can automate and scale your practice with more authority and certainty through effective marketing strategies and processes. So, push PLAY and join us as we take a sneak peek into our 5-day virtual Summit, and learn more about implementing marketing strategies to take your practice to the next level!
Click Here To Learn More About Redfern Media
Click Here To Lean More About Our Ultimate Advisor Coaching Program
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, We jump into the final part of our three week series, discussing ways to accelerate growth during times of adversity. In today’s episode, we focus on the topic of embracing marketing. We discuss the importance of increasing and investing in your marketing, as well as re-framing your messaging to appeal to clients that you can help and ultimately stop from making fear based decisions. We also share some effective marketing strategies, tools, and resources you can implement to differentiate your business, add value, and appeal to what people need. So, push PLAY and join us as we delve into taking advantage of this opportunity and embracing marketing to experience exponential growth during times of adversity!
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, We jump into part two of our three week series, discussing ways to accelerate growth during times of adversity. In today’s episode, we focus on the topic of adding value to your prospects and clients. We discuss the importance of communication and showing up with confidence for your clients during these difficult times. We also go over effective strategies and processes you can implement to differentiate your business to appeal to what people need and are looking for. We also share our current ongoing virtual event, the Ultimate Advisor Summit, where you can learn more about optimizing your financial practice during this time of economic uncertainty. So, push PLAY and join us as we delve into thriving in times of adversity by adding value to your clients!
The Ultimate Advisor Summit
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, We kick off our one year anniversary with a three week series, discussing ways to accelerate growth during times of adversity. In today’s episode, we talk about the importance and benefits of practicing gratitude and having a positive mindset to make new decisions, as well as frame your relationships with your clients and team. We go over some of the thought processes and routines you can put into place to continue to remain focused and positive during hard times. We also share our upcoming virtual event, the Ultimate Advisor Summit, where you can learn more about optimizing your financial practice during this time of economic uncertainty. So, push PLAY and join us as we delve into getting focused and positive to thrive in times of adversity!
The Ultimate Advisor Summit
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, Brittany sits down with David Wood, founder of Play for Real. We discuss the importance of personal development to grow in your business and relationships. We discuss the benefits of clearly defining and showing up every day as your authentic self, as well as getting comfortable with stepping out of your comfort zone by having tough conversations. David shares his unique, in depth, four step process on getting clarity and implementing those tough conversations. So, push PLAY and join us as we delve into mastering tough conversations to grow you relationships and upscale your business!
David Wood - Play for Real4-Step Tough Conversations Blueprint and Worksheet
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, Bryan sits down with special guest, Brian Heckert from FSM Wealth. Brian share’s the story of his firm’s transformational growth, as well as some of the unique strategies and processes that continue to play a crucial role in their differentiation, forward momentum and success. We talk about the importance of building a strong and reliable staff and having resources that you can depend on to keep things moving even when you’re not there.We also discuss the benefits of surrounding yourself with people that share similar values that will push and help you grow in the study group concept. So, push PLAY and join us as we delve into the many ways you can transform and upscale your business!Brian Heckert - FSM Wealth
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we sit down with a really special guest, Chris Smith of The Campfire Effect. We discuss the importance and benefits of telling your business's story of who you are, where you came from, what you stand for, and what makes you unique. Chris shares his process and tips for helping advisors align with their story, clearly define what differentiates them as a business, as well as create the customer experience. So, push PLAY and join us as we delve into the power of story messaging to level up your business!Chris Smith - The Campfire Effect
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we sit down with the famous best selling author and navy seal master firearms instructor, Chris Sajnog. Chris shares his powerful story on how he was able to overcome hardship and use his life experiences to level up and build his business. We go over the importance of identifying your value, surrounding yourself with the right people, and mastering your mindset to shape all aspects of your life. Chris also shares his beliefs and strategies for personal, team, and business growth. So, push PLAY and join us as we delve into leveling up and becoming a warrior of your business!Chris Sajnog
Chirs Sajnog - How To Shoot Like a Navy Seal
UltimateAdvisorPodcast.com
UltimateAdvisorMastermind.com
In this episode of The Ultimate Advisor Podcast, we round out our 3 part series, discussing the importance of having, crafting and controlling a positive mindset to create a positive culture in your business. In the third part of our three part series, we jump into the importance of surrounding yourself with positive like minded individuals. We talk about the ways you can eliminate negative thoughts and client relationships to create a positive environment in your business. We also discuss the benefits of joining a mastermind group to surround yourself with big thinking, like minded individuals. So, push PLAY and join us as we delve into creating a positive environment to upscale your business!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we continue our 3 part series, discussing the importance of having, crafting and controlling a positive mindset to create a positive culture in your business. In part two of this three part series, we address the power of focusing on gratitude. We talk about the benefits of recognizing and expressing gratitude every day, as well as the impact this will have on yourself and your environment. We discuss some of the ways you can implement gratitude in your daily routine and business. So, push PLAY and join us as we delve into being intentional with gratitude in every opportunity to create a positive culture and level up your business!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we jump into a 3 part series, discussing the importance of having, crafting and controlling a positive mindset to create a positive culture in your business. In part one of this three part series, we address the power of deciding to have a positive mindset. We talk about the benefits of showing up with a positive mindset for your clients, team, and business to create forward momentum! We also go over ways that you can kick start and maintain a positive mindset daily. So, push PLAY and join us as we delve into deciding to have a positive mindset to create your positive culture and take your business to the next level!
Raymond Charles Barker - The Power Of Decision
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we sit down with the President of Moshides Financial Group, John Moshides . We discuss the benefits of showing an interest and connecting with your clients. We go over the importance of bringing value to your clients vision. John also shares his own unique processes, strategies and resources for building client relationships as well as personal growth. So, push PLAY and join us as we delve into mastering YOUR client relationships and upscaling your business!
John Moshides - Moshides Financial Group
Hal Elrod - Miracle Morning
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we sit down with one of the nations most successful speakers, motivators, and mentors in the financial industry, Don Connelly. We talk about the importance of building your client relationship through trust and authenticity, and how this can create tremendous value to your business. We discuss fundamental basics, marketing strategies, and trends to differentiate and upscale your business. Don also shares some of his own strategies, as well as his 24/7 learning platform. So, push PLAY and join us as we delve into exceeding your clients expectations, standing out in your competitive market, and taking your business to the next level!
Don Connelly - Don Connelly 24/7
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we dive into the third question in our 3 part Q&A series. In this week’s session, we address the question: How do I break through this ceiling of complexity? We discuss the importance of embracing new opportunities, thoughts and concepts to grow and upscale your business. We go over Dan Sullivan’s concept of asking who, not how, as well as the many benefits of implementing this in your business strategy. So, push PLAY and join us as we delve into breaking through your ceiling of complexity and taking your business to it’s next level!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we jump into the second question in our 3 part Q&A series. In this weeks session, we address the question: Where do I start with marketing? We talk about how having a clear vision on what you want your business to look like will essentially help you make the best marketing decisions. We discuss the importance of starting with a singular action marketing strategy so that you do not fall into the Shiny Object Syndrome trap. We go over some of the unique marketing techniques you can use to differentiate your business from its competition. So, push PLAY and join us as we dive into generating more referrals, clients, and revenue with a clear and effective marketing plan!UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we jump into a 3 part Q&A series, discussing the 3 most common questions asked by our audience, mastermind, and coaching members. In this weeks session, we address the first question: Where do I find good people? We talk about the importance of getting clear on the vision of your company first, and how this will differentiate your business and get the right people in the right seats! We also discuss effective marketing strategies when hiring for your company. So, push PLAY and join us as we delve into building your A team that aligns with your vivid vision!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we discuss the many benefits of having an unwavering vision of what you want your business to be, and the type of client you want to serve . We talk about how getting clear and trusting in your vision will differentiate your company in a competitive market as well as make your marketing efforts easier too. So, push PLAY and join us as we delve into standing out in a competitive market by trusting in your vivid vision and upscaling your business!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we talk with Stephen Wershing of The Client Driven Practice. We discuss the ways you can improve your advisory practice through finding your niche, and implementing successful marketing practices. Stephen shares his own unique method on gaining referrals through a client advisory board. So, push PLAY and join us as we delve into applying the right practices, concepts, resources, and processes to generate more loyal clients and upscale your business!
The Client Driven Practice
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we discuss the ways you can achieve your new business goals in 2020. We talk about the importance of getting comfortable with change, as well as the simple tweaks you can make to take your business to it’s next level. So, push PLAY and join us as we delve into making your business EVEN BETTER by reaching your New Year’s goals!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we discuss the benefits of being laser focused on your business growth and mission with Brandon Kawal from Advisor Growth Strategies. We talk about the ways to differentiate your business, keep the needle moving, and execute your mandate. Brandon shares a lot of his own experiences and advice on the important aspects of the Financial Advisor business. So, push PLAY and join us as we delve into getting laser focused on your business development in 2020!
Brandon Kawal - Advisor Growth Strategies
aRIA WHITEPAPERS
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we jump into the importance of creating your own definition of success. We talk about the benefits of focusing on your own goals, records, and all over business versus the negatives of falling into the comparison of others . So, push PLAY and join us as we delve into focusing on being EVEN BETTER than YOURSELF and ultimately grow your business!
Dan Sullivan - The Gap and The Gain
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we discuss the importance of clearly defining your niche with Jim Dew with Jim Dew Wealth Management. Jim shares his own journey and perspective on mastering your niche through a clear vision and marketing strategy . So, push PLAY and join us as we delve into getting laser focused on YOUR niche to ultimately upscale and grow your business!
Jim Dew - Dew Wealth Management
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we finish out our 12 part series on the top characteristics of top financial advisors . In part twelve, we talk about the importance of never accepting the status quo and always looking for ways to improve and grow. We discuss how creating this culture spills into all aspects of your business and keeps things moving forward. So, push PLAY and join us as we delve into creating an even better experience for you, your team, your clients, and overall business!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we break down the fiduciary concept and how this ties into your marketing plan and overall practice. We discuss the importance of always acting with your client’s best interest at heart, and provide tools and strategies to gain further momentum. So, push PLAY and join us as we delve into the ways you can embrace YOUR fiduciary mindset to provide stand-out, top quality service and gain more loyal clients and business!Right Fit Advisor Checklist
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we jump back into our 12 part series on the top characteristics of top financial advisors . In part ten, we talk about the importance of aligning your marketing message around your vivid vision, as well as putting the right people in the right seats to move you towards that clearly aligned picture. So, push PLAY and join us as we delve into how you can ensure your ship is always steering forward towards YOUR vivid vision!
UltimateAdvisorPodcast.com UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we take a pause from our 12 part series for a very special interview with Matt Halloran of Top Advisor Marketing. Matt is also a podcasting guru and the author of “The Social Media Handbook for Financial Advisors”. We discuss the ways you can elevate and upscale your business through differentiation, owning your marketing niche, avoiding “shiny object syndrome”, and podcasts. So, push PLAY and join us as we guide you down the right path to having more success in your financial services practice!
Download Matt's FREE white paper that walks you through how to start a podcast of your own! Seriously... every step is right here from recording to posting publicly!
Matt Halloran - The Social Media Handbook for Financial Advisors
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we kick off the ninth part of our 12 part series on the top characteristics of top financial advisors . In part nine, we discuss the importance and benefits of having a continuity plan and a talented team to carry on your vision. So, push PLAY and join us as we delve into how you can ensure your business and clients are always taken care of by creating YOUR strong support team!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we jump into the eighth part of our 12 part series on the top characteristics of top financial advisors . In part eight, we discuss the benefits of acting like a business and focusing on the building aspect through your team, system, and processes. So, push PLAY and join us as we delve into shifting your practice into your business!
Keith Cunningham- The Road Less StupidMike Michalowicz- Profit First
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we dive into the seventh part of our 12 part series on the top characteristics of top financial advisors . In part seven, we discuss how surrounding yourself with the right group of people will expose you to new ideas, push you to step outside of the box, and ultimately propel you forward past the status quo. So, push PLAY and join us as we delve into the benefits of thinking big with the right people to grow and better your business!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we jump into the sixth part of our 12 part series on the top characteristics of top financial advisors . In part six, we discuss the importance of talking to the right people, having the right conversations, being open to change, and setting the stage on all ends of your business. So, push PLAY and join us as we delve into how top advisors push past inefficiencies and forward toward success!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we kick off the fifth part of our 12 part series on the top characteristics of top financial advisors . In part five, we discuss the importance of being a confident, self starter with the constant desire to succeed to help propel you forward, motivate your team, and achieve more success. So, push PLAY and join us as we delve into utilizing YOUR self confidence and motivation to grow and better your business!
UltimateAdvisorMasterMind.comUltimateAdvisorPodcast.com
In this episode of The Ultimate Advisor Podcast, we dive into the fourth part of our 12 part series on the top characteristics of top financial advisors . In part four, we discuss the importance of challenging yourself to try new things, as well as being flexible in your methodologies in order to capitalize on your business. So, push PLAY and join us as we delve into embracing change and flexibility to maximize your value, and grow your business!
UltimateAdvisorMasterMind.comUltimateAdvisorPodcast.com
In this episode of The Ultimate Advisor Podcast, we jump into the third part of our 12 part series on the characteristics of top financial advisors . In part three, we discuss the importance of having a positive, growth mindset, along with the right people, to confidently take action and push through the struggle. So, push PLAY and join us as we delve into using your growth mindset, the right people, innovation, and implementation to keep your business growing!
UltimateAdvisorMasterMind.comUltimateAdvisorPodcast.com
In this episode of The Ultimate Advisor Podcast, we kick off the second part of our 12 part series on the top characteristics of top financial advisors . In part two, we discuss the importance of keeping the long term gain in focus as well as investing back in your business no matter where you’re at in the process. So, push PLAY and join us as we delve into being long term greedy to grow your business and keep your success rate pushing forward!
UltimateAdvisorMasterMind.comUltimateAdvisorPodcast.com
In this episode of The Ultimate Advisor Podcast, we kick off our 12 part series on the top characteristics of top financial advisors . In part one, we discuss the importance of having the right mindset, getting comfortable with uncertainty, as well as keeping the big final picture in focus to create a clear target to aim for. So, push PLAY and join us as we delve into setting yourself apart and up for success through the power of forward thinking and a vivid vision!
Cameron Herold - Vivid Vision: A Remarkable Tool For Aligning Your Business Around a Shared Vision of the Future
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we jump into the final part of our four part series that focuses on WHO versus HOW. We discuss the importance of joining the right mastermind to help you think outside of the box, strengthen your weaknesses, and catapult you into the future. So, push PLAY and join us as we delve into finding YOUR mastermind to support you, level you up, and grow your business!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we jump into part three of our four part series that focuses on WHO versus HOW. We discuss the importance of focusing on the idea with the most exponential and finding the right person to help you get there. So, push PLAY and join us as we delve into discovering your one key initiative and picking the ONE who for YOU!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we jump into part two of our four part series that focuses on WHO versus HOW. We discuss how to evolve your business by letting go of some past habits, involvements, as well as learning to say no to what no longer serves you. So, push PLAY and join us as we delve into defining your next level growth and how to get there!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, We start off a 4 part series that focuses on WHO versus HOW. We discuss the ways you can stand out with the right mindset and people in your corner. So, push PLAY and join us as we delve into how shifting your mindset to positive, forward thinking can help you from becoming complacent and grow your business!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, We focus on how you can change the trajectory of your business with the right copy. We discuss the ways you can craft the right copy that will meet your ideal clients needs and have them more likely to move towards your offer. So, push PLAY and join us as we delve into how to turn more prospects into clients by selling the destination and not the plan!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, We focus on how you can set your firm apart through differentiation to create something unique that your team and clients won’t get elsewhere. We discuss how implementing this gifting strategy through tools such as referability can greatly set you apart from the others. So, push PLAY and join us as we delve into how to use the power of surprise and delight through differentiation to stand out , and grow your business!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, We focus on how you can maximize your reviews as well as manage your reputation through the online platform. We discuss how essential it is to focus on your target demographic, stay true to your clients, and minimize the amount of exceptions you make to maximize your online reviews and keep your reputation in good standing. So, push PLAY and join us as we delve into how to bring in more positive reviews, manage your reputation, and grow your business!
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, We focus ways to turn more prospects into happy clients through a financial advising website. We discuss the ways you can draw in, capture, and educate potential clients by having all the key elements, information, and marketing tools. So, push PLAY and join us as we delve into how to bring in more clients and grow your business through a financial advising website.
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, We focus on ways to 10x yourself and business. We discuss the benefits of the power of technology for automation and marketing to put you in multiple places at once, as well as strongly impact your business growth and clientele. So, push PLAY and join us as we delve into how to use Technology in your favor to 10x yourself and grow your business.
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, We focus on getting to know your prospects. We discuss the benefits of a nurturing sequence and building rapport with potential clients and prospects alike so that they feel more comfortable, engage, and are more likely to hire you. So, push PLAY and join us as we delve into how to use a nurturing sequence to make potential clients comfortable and build your relationship.
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we focus on how you can essentially position your messaging to attract more clients you enjoy and repel the others. We discuss automating the communication with your avatar so you can induce more rapport, add value, and garner reciprocity. So, push PLAY and join us as we delve into how to become crystal clear on who you serve.
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we focus on who you can best serve in your niche or market that best fits your service model and the offerings that you provide. We discuss defining your avatar and developing the mindset needed in order to say yes to your ideal client and no to everyone else that does not fit. So, push PLAY and join us as we delve into how to become crystal clear on who you serve.
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we focus on differentiation and why you need to make it a priority when building a meaningful brand. We discuss leading with value when serving clients and why you should share your story with your clients. So push PLAY and join us as we delve into all of the strategies and tactics to help you build a meaningful brand.
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we focus on how to develop a hiring practice that brings in high quality people into your practice. We will discuss why having a killer job description is incredibly important. We will also touch on some of the hoops you can make prospects jump through so you can weed out the ones who will not be a good fit early on. So push PLAY and join us as we delve into all of the strategies and tactics to help you get the right butts in the right seats.
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we discuss why it is important to surround yourself with big thinkers who generate, create, and produce great ideas that lead to breakthrough results. This process is collaborative. Surrounding yourself with people who think differently than you and challenge you will push you to think outside the box, and this is where the magic happens. So push PLAY and join us as we delve into how to level up your business by surrounding yourself with other big thinkers.
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
Most advisory practices have grown their business primarily relying on referrals. This is great because it means that you are effectively serving your clientele. However, you are leaving money on the table by not maximizing your efforts and exploring what marketing means to you and how it can help you grow your business.
In this episode of The Ultimate Advisor Podcast, we discuss why marketing is important and how you limit yourself when you rely solely on referrals. How do you reach people that don't know you, people that aren't your clients, that aren't getting introduced to you? How do you reach those other interesting people that can benefit from the work that you do and also be aware of the services that you offer? Push PLAY and let us walk you through why marketing is important and how you can use it to grow your practice.
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we discuss why having a second in command in your office to help you facilitate all of your visionary ideas is so important. We will delve into why having someone who can relay information and get the team engaed in making those ideas a reality is such an asset. So push PLAY and let us walk you though why you should have an implementor.
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast, we discuss how to make your marketing and messaging impactful by focusing on your target audience. We will also discuss the importance of your messaging strategy. So push PLAY and let us walk you through how to make it about them and not you.
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
In this episode of The Ultimate Advisor Podcast we discuss a variety of ways that we think you can use marketing to differentiate yourself in a way that isn't overwhelming. We will discuss how you can create a clear and easy action plan to get started today. So push PLAY and let us walk you through where to start with marketing.
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com
Welcome to the first episode of the Ultimate Advisor Podcast. In this introductory episode, we will share why we decided to create this podcast and walk through what it takes to become an Ultimate Advisor. Throughout the following episodes we will share various strategies and tactics you can implement in your financial advising practice. So push PLAY and let us walk you through what it takes to become an Ultimate Advisor.
UltimateAdvisorPodcast.com
UltimateAdvisorMasterMind.com