The Elevated Advisor

The Elevated Advisor

In this powerful episode of The Elevated Advisor, Erin Botsford joins us to challenge the limiting beliefs that hold financial advisors back and offers a fresh perspective on what’s truly possible in the industry. Erin shares how to stretch your vision and push beyond boundaries to achieve extraordinary success. If you’ve ever felt limited by what you think is attainable, this episode will inspire you to expand your goals and embrace the opportunities that lie ahead. Have questions or feel like your story should be heard? Check us out here: theelevatedadvisorpodcast.com 

The Elevated Advisor

In this episode of The Elevated Advisor, we dive deep into a powerful strategy for financial advisors—using life insurance to build significant assets under management (AUM). Tim Yurek, an expert in the field, shares how life insurance can be leveraged not just as protection, but as a tool for substantial wealth accumulation. If you're looking to expand your AUM and offer more value to your clients, this episode is a must-listen! Have questions or feel like your story should be heard? Check us out here: theelevatedadvisorpodcast.com 

The Elevated Advisor

In this eye-opening episode of The Elevated Advisor, we’re joined by Ryan Nauman to explore one of the most significant events in financial history—the Great Wealth Transfer. With trillions of dollars set to change hands over the next few decades, financial advisors have an incredible opportunity to guide clients through this generational shift. Ryan dives into the strategies, challenges, and potential pitfalls of wealth transfer, and shares how you can position yourself to help clients preserve and grow their wealth. If you're looking to take advantage of this historic moment and expand...

The Elevated Advisor

In this episode of The Elevated Advisor, we sit down with Gregg Greenberg to uncover the key traits and strategies that make a successful CEO. Gregg Greenberg shares the secrets he's learned from interviewing some of the most impactful leaders in business. This episode offers valuable insights for financial advisors who aspire to grow their own businesses or enhance their leadership skills. Tune in for a masterclass in leadership, growth, and success.

The Elevated Advisor

In this special episode of The Elevated Advisor, we’re bringing you the best moments from our most powerful episodes. Tune in to hear top insights, success stories, and actionable strategies from our expert guests—each one offering valuable lessons to elevate your financial advisory practice. Whether you're looking to boost your client relationships, grow your business, or break through personal barriers, this episode compiles the most impactful takeaways to help you reach new heights in your career. Don’t miss out on these game-changing insights that will inspire you to take your...

The Elevated Advisor

 In this empowering episode of The Elevated Advisor, we dive into how financial advisors can break through limitations and unlock their true potential. Join us as we explore the common obstacles that hold advisors back—whether it’s fear of change, resource constraints, or self-doubt—and discover actionable strategies to overcome them. Our guest will share their personal stories of resilience and the tools they used to push past boundaries, achieve growth, and build a thriving advisory practice. If you’re ready to confront your own limitations and take your career to the next...

The Elevated Advisor

In this episode of The Elevated Advisor, we explore the immense benefits of creating a cohesive financial firm that offers a full suite of services under one roof. Join us as we discuss the advantages of providing comprehensive solutions—including investments, insurance, taxes, and estate planning—to better serve clients and streamline operations. Discover how a unified approach not only enhances client satisfaction but also strengthens your advisory practice. Tune in for insights on structuring your firm, fostering collaboration among team members, and effectively communicating the value...

The Elevated Advisor

In this episode, we delve into the pivotal role of teamwork in financial advisory with special guest Drew Pelton. Join us as we explore the art of building the right team to help amplify success in the advisory realm. Drew shares his insights, strategies, and firsthand experiences on assembling a cohesive and high-performing team. Whether you're a seasoned advisor looking to enhance your existing team or a newcomer aiming to establish a solid foundation, this episode provides invaluable guidance to help you cultivate a winning team dynamic. Tune in now to help gain actionable insights and...

The Elevated Advisor

In this episode of The Elevated Advisor, we delve into the journey of transitioning from a captive agent to becoming an independent financial advisor. Join us as we explore the challenges, opportunities, and strategies involved in breaking free from the constraints of captivity and establishing your independence. Gain valuable insights from advisors who have navigated this transition firsthand. Whether you're considering making the leap to independence or seeking guidance on how to help thrive as an independent advisor, this episode offers invaluable perspectives to help you chart your path to...

The Elevated Advisor

In this latest episode of The Elevated Advisor, we explore a strategic transition in the world of financial advisory outreach. Join us as we discuss the advantages and intricacies of switching from traditional dinner seminars to the dynamic realm of public speaking educational events. Gain insights on how this shift can enhance your ability to connect with your audience, establish authority, and generate leads in a more impactful way. Whether you're a seasoned advisor seeking new avenues for engagement or a newcomer looking to explore innovative outreach strategies, this episode offers...