The Ultimate Advisor Podcast Ultimate Advisor

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 Rivers about 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/