186 episodes

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.

The Ultimate Advisor Podcast Ultimate Advisor

    • Business
    • 4.7 • 21 Ratings

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.

    Episode 186 - Common Mistakes Business Owners Are Making

    Episode 186 - Common Mistakes Business Owners Are Making

    In this episode of the Ultimate Advisor Podcast, you will hear from Gene Naftulyev as he shares some of the highlights of his book, Beyond Sales: 50 Business Problems Every CEO Needs to Solve. In this episode, Gene discusses a variety of topics including ownership percentages, succession, hiring employees, and selling a business. He also talks about some of the biggest issues and opportunities businesses are facing as well as some advice on how to overcome these obstacles successfully. So, if you're looking to gain some valuable insight into the world of business, be sure to push PLAY and join us for this episode with Gene Naftulyev!

    • 1 hr 4 min
    Episode 185 - Automating Your Avatar

    Episode 185 - Automating Your Avatar

    In this episode of The Ultimate Advisor Podcast, we focus on how you can essentially position your messaging to attract more ideal clients and repel others that don't fit the mold. We discuss automating your communication with your avatar, making sure that it is specifically tailored to them, so you can build more rapport and genuinely add value. So, push PLAY and join us as we delve into how to automate your avatar today!

    • 20 min
    Episode 184 - Getting Clear On Who You Serve

    Episode 184 - Getting Clear On Who You Serve

    In this episode of The Ultimate Advisor Podcast, we focus on who you can best serve in your niche or market that best fits your service model and the offerings that you provide. We go in-depth on the concept of defining your avatar and start creating the mindset and strategies needed in order to attract your ideal clients and repel the ones that do not fit. So, push PLAY and join us as we delve into how to define who you serve in order to grow your practice and scale effectively.

    • 19 min
    Episode 183 - A Culture of Caring and Authenticity

    Episode 183 - A Culture of Caring and Authenticity

    In this episode of The Ultimate Advisor Podcast, we hear from Trevor Muir, CEO of Surepoint Technologies Group and founder of Someday To Today. Trevor is laser-focused on building a culture of caring and believes to his core that authenticity and vulnerability are strengths. So, push PLAY and join us as we delve into creating a culture of caring and authenticity and learn his multi-faceted approach to making sure that you're leveling up while doing the things that matter most to you. 

    • 51 min
    Episode 182 - True Innovation

    Episode 182 - True Innovation

    In this episode of The Ultimate Advisor Podcast, you will hear from Matt Reiner, CEO and Co-Founder of Benjamin, a technology company focused on delivering SaaS-based solutions to other financial service companies. In today's podcast, we learn his definition of true innovation and the three pillars of innovation. He talks about how complacency among advisors blocks growth and innovation, and discusses ways how to overcome fear and stay positive during tough times. So push PLAY and join us as we delve into how you can change your mindset and your perspective to focus on what you can control today instead of getting fearful of what the future holds. 

    • 41 min
    Episode 181 - Focusing on Gratitude

    Episode 181 - Focusing on Gratitude

    In this episode of The Ultimate Advisor Podcast, we discuss the power of focusing on gratitude. We talk about the benefits of recognizing and expressing gratitude every day, as well as the impact this will have on you and your environment. We discuss some of the ways you can implement gratitude in your daily routine and business. So, push PLAY and join us as we delve into being intentional with gratitude in every opportunity to create a positive culture and level up your business!

    • 23 min

Customer Reviews

4.7 out of 5
21 Ratings

21 Ratings

Traveldonna ,

Valuable content and thorough

I’m starting up and this podcast has already been incredibly valuable!

mgonz16 ,

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.

HookedOnSuccess ,

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!

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