238 episodes
The Ultimate Advisor Podcast Ultimate Advisor
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- Business
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4.6 • 22 Ratings
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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.
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Episode 238 - Get Involved in Diverse Perspectives: Surround Yourself with Big Thinkers
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!
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Episode 237 - Breaking Chains: Achievement in Individualism
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! -
Episode 236 - One Color, One Major Result with David Bassitt
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 -
Episode 235 - The Ultimate Advisor's Motivation and Mastery
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! -
Episode 234 - Attracting Clients the Smart Way with Paul McManus
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 -
Episode 233 - Embracing change with Flexibility
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!
Customer Reviews
Valuable content and thorough
I’m starting up and this podcast has already been incredibly valuable!
Exactly what I needed
I am a independent advisor with a small staff getting by on referrals. I needed to think about my business differently and absolutely love how Bryan, Draye and Brittany approach the process of “leveling up”. This is now a must listen.
Practical and Exponential Growth Information
This podcast encompasses the simple, yet effective, strategies to provide financial advisors the tools to exponential growth. By listening to these weekly podcasts, I have gained valuable insight into areas of our business that need improving. Highly recommend this podcast!