The Elite Advisor Blueprint®: A Podcast for Financial Advisors

The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent financial advising. Interviews with top thought leaders and industry experts, including Michael Hyatt, Ron Carson, Dan Sullivan, Donald Miller, Joey Coleman, Aaron Klein, John Ruhlin, Cameron Herold, Tucker Max and many more! Brad Johnson is VP of Advisor Development at Advisors Excel and mentors a small group of the country’s most elite financial advisors. This group captured close to $1B of new assets last year and relies on Brad and his team to help them maximize their marketing ROI, streamline their client acquisition process, and run their business like a CEO - not a salesperson. It's very difficult to outperform the core group of associations you surround yourself with and the simple formula of focusing on the biggest and brightest financial advisors in the country and facilitating the ease of how ideas are shared among them has led to industry leading results.

081: Robert Glazer on Elevating Your Team and Creating a High Performing Company Culture 07/21/2020

081: Robert Glazer on Elevating Your Team and Creating a High Performing Company Culture In today’s conversation, I’m speaking with Robert Glazer. Bob is the CEO of Acceleration Partners, a global affiliate agency trusted by some of the world’s top brands to manage their partner marketing programs. In addition to serving their clients at the highest level, Acceleration Partners has built a reputation on being known for their incredible company culture, and they’ve been recognized globally with culture awards year after year. In fact, Bob was ranked #2 on Glassdoor’s list of Top CEO of Small & Medium Companies in the US. Bob is also the author of Elevate: Push Beyond Your Limits and Unlock Success in Yourself and Others, a USA Today and Wall Street Journal bestseller, the host of the “Elevate” podcast, and the author of the “Friday Forward” newsletter - five minutes of inspiration and motivation read by over 100,000 people in 60 countries each week. If you’re looking to grow as a financial advisor, leader, and author, Bob’s proven framework and ideas, as well as the lessons he learned as his life changed along the way, make today’s conversation a must-listen. Here are 3 of my big takeaways from this episode… #1: How Bob turned a weekly newsletter into a Wall Street Journal bestselling book. [08:26] #2: Bob’s unique 4-Part Elevate framework for holistic training - and how you and your team can use it to find spiritual, intellectual, physical, and emotional balance, build momentum, and excel in life. [12:30] #3: What Bob did to build an award-winning company culture that defines his business - including the unique concept of transitioning employees out of your business versus firing them. [58:05] FREE GIFT Get a FREE Autographed copy of Robert's Book, Elevate: Push Beyond Your Limits and Unlock Success in Yourself and Others by visiting SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit FOLLOW ON SOCIAL /episode/index/show/bradjohnson/id/14977448

080: The Virtual FA Series™: Commander Kirk Lippold on USS Cole Al-Qaeda Attack & How to Lead in Times of Crisis 07/02/2020

079: Maria Konnikova on The Psychology of High-Stakes Poker and How it Applies to Financial Services 06/23/2020

078: The Virtual FA Series™: Simon Bowen on How to Use Visual “Whiteboarding” Models to Simplify the Complex 06/19/2020

077: The Virtual FA Series™ - Ryan Levesque on Using The ASK Method® to Build a List of Ideal Prospects and How to Choose Your Niche 06/15/2020

076: The Virtual FA Series™: Pat Quinn on Adapting from Seminars to Webinars, What Stays the Same & What Changes 05/18/2020

075: The Virtual FA Series™: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients 05/15/2020

074:The Virtual FA Series™: Bryan & Shannon Miles on How to Create an Award-Winning Culture without a Physical Office 04/30/2020

074:The Virtual FA Series™: Bryan & Shannon Miles on How to Create an Award-Winning Culture without a Physical Office In today’s episode of The Virtual Financial Advisor Series™ Bryan and Shannon Miles join the podcast. Bryan and Shannon are the founders of BELAY, an organization that specializes in providing virtual assistants, bookkeepers, and web specialists to help companies grow. With over 1,100 team members across the United States and no offices (even before the COVID-19 pandemic), BELAY has won a number of major awards for company culture, including Entrepreneur’s award for Top Company Culture in 2017. Bryan is also the author of Virtual Culture: The Way We Work Doesn’t Work Anymore, a manifesto championing remote work and respecting employees to retain incredible talent and create a forward-thinking culture that embraces the future of work. Today, Bryan and Shannon are here to talk about what it means to create and maintain company culture in a virtual workplace. The insights from this conversation couldn’t possibly be more timely - especially if you’re an advisor struggling to make sense of the transition from an on-site, brick-and-mortar operation to an all-virtual, all-remote firm. Here are just a few highlights of what we get into: #1: How you can create a culture of accountability and ensure that work is getting done in a 100% virtual work environment - and the proven framework Bryan and Shannon have been using to do this for years, via Zoom. [15:24] #2: Why it’s so easy for business owners to come across as tone deaf in their messaging during the COVID-19 pandemic - and how to tailor your messaging to provide value, cut through the noise, and change only where your conversation happens - not your value proposition. [36:33] #3: What financial advisors should know about working with business owners (like Bryan & Shannon) and what their family office did to show up differently for them during this time. [41:35] FREE GIFTS Get a FREE Autographed Copy of Bryan Miles' Book, Virtual Culture: The Way We Work Doesn’t Work Anymore Get FREE Access to The BELAY Guide to Working From Home Visit to claim your gifts! JOIN THE VIRTUAL ADVISOR FACEBOOK GROUP If you'd like to learn how to take your advisory practice from bricks & mortar to digital, join our private Facebook community that is made up of hundreds of financial advisors, just like you. Visit SHOW NOTES To get access to today's show notes, including free offers, transcript, and links to all the resources mentioned, visit /episode/index/show/bradjohnson/id/14127320

073: The Virtual FA Series™: Phillip Stutts on Marketing Your Business During COVID-19 04/21/2020

073: The Virtual FA Series™: Phillip Stutts on Marketing Your Business During COVID-19 Hey Blueprint listeners, hopefully, quarantine life is treating you well and you and your loved ones are safe and sound. I’ve been safely working from home for almost a month with the whole Johnson crew and the good news is that the podcast can go on, even if my podcasting studio is currently a spare bedroom 😊 Today I’m excited to announce a brand new series on The Elite Advisor Blueprint podcast. Times like this call for those that can offer a helping hand to step up and I want to serve all of you (even more) that have helped me build this show from the ground up and have been kind enough to listen in over the years. So, I’m starting The Virtual Financial Advisor Series™ which will be episodes coming to you directly here on the show, just more frequently where I bring on experts that can help us all navigate the jump from bricks and mortar to the 100% virtual world we are all trying to serve our clients in now. I’m also going to begin live streaming interviews as they happen so you all can gain access to them immediately and don’t have to wait for editing or production as time is of the essence during these COVID-19 times we are all living in. If you’d like to join the Virtual Advisor community, you can do that at . So with that... today’s episode is the first of our official Virtual Financial Advisor Series™ and it’s a timely one... In today’s conversation, Phillip Stutts returns to the podcast with a groundbreaking study on consumer behavior post COVID-19! I don’t know that I’ve ever asked more questions in a podcast interview, as this data was fascinating and applies to all of you advisors out there trying to adapt and connect with prospects right now. For those who may have missed last year’s conversation with Phillip, he’s one of the masterminds behind the curtain of political marketing... Phillip is the best-selling author of Fire Them Now: The 7 Lies Digital Marketers Sell, has worked with multiple Fortune 200 companies, has over two decades of experience working on campaigns with billions of dollars in political ad spend, and contributed to thousands of election victories, including U.S. President George W. Bush, among others. Most recently he’s guested on ESPN, James Altucher and Gary Vaynerchuck’s shows, and had a conversation with billionaire Mark Cuban to share this same data. Today, Phillip is here to share groundbreaking COVID-19 Market Research that sheds light on the psychology behind how consumers are thinking during the pandemic. This data will change how you market as a financial advisor. FREE GIFT Get a FREE Copy of Phillip's 30-Page COVID-19 Market Research Study by visiting SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit /episode/index/show/bradjohnson/id/14061641

072: Michael Hyatt on What It Means to Be a Vision Driven Leader 04/01/2020

071: The Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and Marketing 03/31/2020

070: Mike Koenigs on Connecting & Becoming Unforgettable to the Rich & Famous, Building a Media Empire, & Investing in Yourself 02/24/2020

069: Jason Hewlett on Finding Your Signature Moves and the Power of Human Connection 02/03/2020

068: BONUS - How Financial Advisors Can Build Wildly Successful Marketing Machines - Between Now and Success 01/13/2020

067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients 12/24/2019

066: Bob Burg on How Financial Advisors Can Embrace The Go-Giver Mindset to Win More Business 12/09/2019

065: Daniel Crosby on Why Financial Advisors Need to Understand Human Behavior to Better Serve Their Clients 11/11/2019

064: Jason Khalipa on What Financial Advisors Can Learn from The Fittest Man on Earth 10/25/2019

063: Chris McChesney on How Financial Advisors Can Motivate a Team to Crush Goals with The Four Disciplines of Execution 10/07/2019

062: Bo Eason on Telling Your Story and No Plan B For Being the Best 08/30/2019

061: Carl Richards on How to Simplify Your Appointment Process and Build Trust by Asking Better Questions 08/19/2019

060: Bryan Miles on How Financial Advisors Can Use Virtual Assistants to Save Time & Money 07/03/2019

059: FATHER’S DAY BONUS - Helping Financial Advisors Navigate Parenthood - Generation.Mom 06/14/2019

058: David Bach on The Latte Factor, Building a Sellable Practice, and Why Growth Shouldn't Mean Less Freedom 06/10/2019

057: Pat Quinn on Driving More Seminar Appointments by Simplifying Your Presentation and Better Connecting with Your Audience 05/24/2019

056: BONUS - How to Hire and Train Financial Advisors for Your Practice - The Adviser Gap 04/29/2019

055: Hal Elrod on The Miracle Equation and How Financial Advisors Can Use His Podcasting Strategy to Maximize Book Launches 04/16/2019

054: Phillip Stutts on How Financial Advisors Can Tap in to the Power of Facebook Marketing & Leverage Political Marketing to Win on a Shoestring Budget 04/08/2019

053: John Israel on The Mr. Thank You Project & How Intentional Gratitude Can Impact Your Life & Business 11/22/2018

052: James Clear on How Financial Advisors Can Simplify the Complex with Mental Models and His New Book Atomic Habits 10/17/2018

052: James Clear on How Financial Advisors Can Simplify the Complex with Mental Models and His New Book Atomic Habits In today’s conversation, I get to sit down with James Clear. James's career arc has had a few twists and turns along the way as he got his start as a travel photographer and has worked in over 30 countries. Today he focuses much of his time on writing and speaking having launched one of the most followed blogs on the internet at jamesclear.com - he also shares much of this wisdom out on Twitter and as of this recording has 110,000+ followers. In this conversation, we cover a number of topics, including diving into his just released book, Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones, which covers mindset and the concepts behind the mental models that help to predict human behavior. James’s work is very relevant for financial advisors - especially when it comes to talking about complex concepts, the many different emotions that influence decision making, and how to build trust with prospective clients in a world where we all struggle with information overload. I especially love James's philosophy of, "believing that you do not rise to the level of your goals. You fall to the level of your systems.” When I survey the landscape of the top performing advisors we work with who’ve made the leap from salesperson to CEO, I don’t know if there’s a statement that could ring more true than that one, as they all rely on systems… So, if you’re looking to grow your business or simply transform your daily routine for the better - today’s episode is a must-listen. FREE OFFER Get a free autographed copy of James Clear's book Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad. Plus, you'll get his bonus eBook "Transform Your Habits". Visit SHOW NOTES To get access to today's show notes, transcript, and links to all the resources mentioned, visit /episode/index/show/bradjohnson/id/7215980

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

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