68 episodi

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.

The Elite Advisor Blueprint®: A Podcast for Financial Advisors Brad Johnson

    • Marketing

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.

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

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

    Today, I’m thrilled to share a bonus episode from a conversation with Steve Sanduski from his podcast, Between Now and Success. Steve was kind enough to allow us to replay it here. If you aren’t already subscribed to his show, Steve’s podcast is easily one of my top listens in financial services, so be sure to check it out!
    A little background for those of you unfamiliar with Steve... He has over 20 years of experience in our industry and has helped launch and build a $1.8 billion RIA, also in partnership with Ron Carson grew Peak Advisor Alliance from 0 to 1,000 coaching clients as a Managing Partner. He’s also the New York Times bestselling co-author of Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor and Avalanche: The 9 Principles for Uncovering True Wealth.
    As far as his podcast, Steve is a master interviewer and has had past guests on his podcast that include Ric Edelman, Marty Bicknell, David Bach, and other heavy hitters in finance. He was also a guest on an earlier episode of my podcast (Episode 19 if you want to check it out!) and with the Rockstar lineup of past guests Steve’s had on, it was an honor to return the favor and hop on the mic with him. We covered a lot of ground but primarily focused on how financial advisors can take their marketing to the next level and the simple 3-step framework we’ve coached on to help them scale their firms!
     
    FREE OFFER
    Get the Marketing ROI Calculator for Financial Advisors.   
    SHOW NOTES
    To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/68

    • 1h 16 min
    067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients

    067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients

    Today, I’m talking with Michael Kitces. If you’re in financial services and aren’t familiar with Michael, my guess is you haven’t been on the internet recently as he has one of the most prolific platforms in all of finance. Michael creates content deconstructing some of the most complex financial planning topics out there and he shares much of this on his blog, Nerd’s Eye View - which is actively followed by over 36,000 subscribers.
    He’s also a partner in a number of other businesses including: Director of Wealth Management at Pinnacle Advisor Solutions, co-founder of XY Planning Network with past guest Alan Moore, and he currently produces 2 podcasts, Kitces & Carl (which he co-hosts with Carl Richards, creator of the NYTimes Sketch Guy column and the Behavior Gap blog) as well as Financial Advisor Success - one of the most highly rated podcasts for financial advisors on the internet. As a self-titled life long learner, he’s also collected a number of graduate degrees and designations including a Master of Science in Financial Services, Master’s in Taxation, CFP, CLU, ChFC and numerous others.
    In typical Kitces fashion, this is an expansive episode, so if you are travelling for the holidays, no worries, we have you covered!
     
    FREE OFFER
    Get a Copy of Michael Kitces's Report, 5 Financial Advisor Blogging And Social Media Lessons I’ve Learned (The Hard Way). Visit BradleyJohnson.com/67 to get access!    
    SHOW NOTES
    To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/67

    • 2 ore
    066: Bob Burg on How Financial Advisors Can Embrace The Go-Giver Mindset to Win More Business

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

    Today, I’m talking to Bob Burg. For 30 years, Bob’s been helping sales leaders and their teams more effectively communicate their value and grow their businesses in ways they never thought possible.
    His book, The Go-Giver, is a Wall Street Journal bestseller that has sold close to a million copies since its release. It was rated #10 by Inc. Magazine as one of the Most Motivational Books Ever Written, and was on HubSpot’s 20 Most Highly Rated Sales Books of All Time.
    Bob has been named one of the 30 Most Influential Leaders by The American Management Association, as well as one of Inc.’s 100 Great Leadership Speakers. I was fortunate enough to see Bob speak at our company’s Journey event in Indianapolis earlier this year, and I knew I had to get him on the show to share his wisdom with all you Blueprint listeners.
    In our conversation, you’ll discover why shifting your mindset from "getting" to "giving" isn’t just the most fulfilling way to live life and do business, but it’s also the most profitable!
     
    FREE OFFER
    Get a FREE Copy of Bob Burg’s Book, The Go-Giver Bob Burg’s 10 Feel-Good Questions  
    SHOW NOTES
    To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/66

    • 59 min
    065: Daniel Crosby on Why Financial Advisors Need to Understand Human Behavior to Better Serve Their Clients

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

    On today’s podcast, Dr. Daniel Crosby is back for round 2! Daniel’s first appearance is still one of our show's most-downloaded episodes to date. So, I’m honored to have him back on and I know all of you are going to get a ton of value from this one.
    In this conversation, we dive into Daniel’s most recent book, The Behavioral Investor, in which he examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. It’s one of the most comprehensive examinations of investor behavior done to date, and he provides readers with concrete solutions that will refine their decision-making processes, increase self-awareness, and help them constrain the fatal flaws to which most investors are prone.
     
    FREE OFFER
    Get A FREE Copy of Daniel Crosby's Book, The Behavioral Investor Visit BradleyJohnson.com/65 to see how you can claim your offer! 
     
    SHOW NOTES
    To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/65

    • 1h 18 min
    064: Jason Khalipa on What Financial Advisors Can Learn from The Fittest Man on Earth

    064: Jason Khalipa on What Financial Advisors Can Learn from The Fittest Man on Earth

    On today’s podcast, I’m talking to Jason Khalipa - Jason was crowned the Fittest Man on Earth in 2008 and is regarded as one of the most accomplished athletes in CrossFit Games history. He’s the Founder of NCFIT, which is a global company with thousands of participants worldwide, aimed at making fitness effective, fun, and accessible. He’s also the author of "As Many Reps as Possible" where he reveals simple principles to take control of your life and harness your true potential.
    Jason and I first crossed paths last year at Jayson Gaignard’s Mastermind Talks event and after a few morning workouts with him, it not only became clear how he became an elite CrossFit athlete, but also how he’s taken that and applied it to becoming an incredible coach and entrepreneur. I’m honored to have him on the show and share with you all just how much financial services and fitness have in common and how to incorporate the mindset of a world-class athlete into your own business!
    Here are just a few highlights of what we get into:
    How you can take your clients from financially unfit to fit - and why having a proprietary process is absolutely vital to building and scaling a successful practice. How to hold your team accountable - and how Jason reacted when a mentor told him he had a hobby, but not a business - this is a critical lesson for every financial advisor to hear. The story of his daughter’s battle with leukemia and why scaling his business gave him the power to take a vital step back during a critical moment in his life.  
    FREE OFFER
    Get a FREE Autographed Copy of Jason Khalipa’s Book, As Many Reps As Possible. Visit BradleyJohnson.com/64 to claim your offer!   
    SHOW NOTES
    To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/64

    • 1h 19 min
    063: Chris McChesney on How Financial Advisors Can Motivate a Team to Crush Goals with The Four Disciplines of Execution

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

    Watch the YouTube video at the top of the show notes page, to see Chris’s screen as he walks you through The 4 Disciplines of Execution!
    On today’s podcast, I’m talking to Chris McChesney. Chris is the Global Practice Leader of Execution for Franklin Covey, where he serves as one of the primary developers of The 4 Disciplines of Execution - a framework for accomplishing strategic business goals and creating lasting organizational change.
    Chris has led many of the most noted implementations of The 4 Disciplines, including Marriott International, Shaw Industries, Ritz Carlton, Kroger, Coca Cola, Comcast, Frito Lay, Lockheed Martin and Gaylord Entertainment, to name a few.
    I first came across his work through Michael Hyatt, who called The 4 Disciplines of Execution the gold standard for his team. It’s one we’ve implemented into our team’s weekly ritual as well.
    Today, I’m honored to have Chris on the podcast to talk about how to simplify what’s really tough for a lot of financial advisors to execute on - and the tools and techniques you can use to inspire your team to help them not only meet your goals, but their own as well.
     
    FREE OFFER
    Get a FREE Autographed Copy of Chris McChesney’s Book, The 4 Disciplines of Execution Visit BradleyJohnson.com/63 to see how you can claim your offer! 
     
    SHOW NOTES
    To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/63

    • 1h 39 min

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