255 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
    • 4.6 • 22 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 255 - Speaking with Impact: Effective Communication with Joel Weldon

    Episode 255 - Speaking with Impact: Effective Communication with Joel Weldon

    Welcome to the Ultimate Advisor Podcast!

    In this episode, Joel Weldon shares his expertise on effective communication for financial advisors. As a member of the Speaker's Hall of Fame who has coached over 10,000 speakers, Joel provides insights on how advisors can speak with impact by connecting authentically with their audience. He emphasizes the importance of understanding the audience's needs, fears and victories to frame your message effectively. Joel also offers tips for overcoming nerves when presenting, including ways to get comfortable with your topic and separate yourself from the message to stay composed.

    By applying principles like audience-focused messaging and authentic self-expression, YOU can build deeper trust with clients and make a lasting impact.

    Connect with Joel Weldon through:

    LinkedIn: https://www.linkedin.com/in/joelweldon/

    Facebook: https://www.facebook.com/JoelWeldonUltimateSpeaker
    Instagram: https://www.instagram.com/joelweldonultimatespeaker/
    Website: https://www.ultimatespeaker.com/

    • 30 min
    Episode 254 - Three Sunny Strategies for a Successful Advisory Practice

    Episode 254 - Three Sunny Strategies for a Successful Advisory Practice

    Get ready to sprinkle some sunshine into your day with the newest episode of Ultimate Advisor Podcast!

    Join the merry trio - Brittany, Bryan, and Draye - as they unwrap the gift of positivity. In this episode through the land of optimism, they'll share giggles, wisdom, and valuable insights on how keeping a skip in your step can brighten both your personal and professional adventures.

    So, grab your cup of cheer and join us in this exciting episode as they unwrap the secrets to a positively delightful advisory practice!

    • 23 min
    Episode 253 - Pure Passion: Leadership, Mentorship and Leaving a Positive Mark with Dr. Kevin Kremer

    Episode 253 - Pure Passion: Leadership, Mentorship and Leaving a Positive Mark with Dr. Kevin Kremer

    Welcome to another inspiring episode of the Ultimate Advisor Podcast wherein Brittany Anderson interviews Dr. Kevin Kremer about his journey transitioning from a successful career in dentistry to focusing on leadership, mentorship and making a positive impact.

    Kevin shares valuable insights on discovering your purpose through contributing to others. He discusses the importance of aligning your values and maintaining a growth mindset that for sure you will learn practical tips for overcoming fear, embracing change and finding renewed motivation from.

    Kevin is the author of the upcoming book "Quantum Accountability" which provides a framework for taking ownership of your actions and mindset.

    For more details on his work, contact Kevin through:

    Website: kevinkremer.com

    Email: kevin@kramerleadership.com

    • 34 min
    Episode 252 - Shortening the Curve to Success: Focused Learning and Application

    Episode 252 - Shortening the Curve to Success: Focused Learning and Application

    How do the most successful advisors continue to grow their businesses year after year? Tune in to this episode of The Ultimate Advisor Podcast to learn about the habits of top performers and how continuous learning plays a key role.


    Our hosts, Brittany Anderson, Bryan Sweet and Draye Redfern discuss why lifelong and focused learning is so important for advisors looking to take their practices to the next level. You'll learn strategies for choosing focused areas of study, sharing valuable resources with clients and teams, and prioritizing your time effectively.


    Discover how implementing new skills can dramatically shorten your timeline to goals. Leave inspired to up level your own growth mindset and take action to maximize your potential through lifelong learning.

    • 24 min
    Episode 251 - Raising the Next Generation of Wealth: Teaching Kids Financial Skills for Life

    Episode 251 - Raising the Next Generation of Wealth: Teaching Kids Financial Skills for Life

    In this episode of The Ultimate Advisor Podcast - "Raising the Next Generation of Wealth: Teaching Kids Financial Skills for Life" - host Bryan Sweet sits down with family legacy expert Scott Donnell. Scott shares his experience developing programs like Gravy Stack and Dinner Table, which use hands-on learning to teach children vital money management skills.

    Scott outlines a better "home economy system" that gives children responsibilities like expenses to motivate them to earn, save, spend and share their own money wisely.

    For any parent or advisor interested in effectively educating the next generation, this episode provides a roadmap for success.



    Follow Scott Donnell on all social media platforms.


    Read: Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell

    Visit info.dinnertable.com to receive Scott's 18 family legacy strategies PDF and potentially book a coaching conversation.

    Download the GravyStack app on iOS if you have children under 22.

    • 34 min
    Episode 250 - Taking Control of Your Online Reputation

    Episode 250 - Taking Control of Your Online Reputation

    This episode of The Ultimate Advisor Podcast explores how to take control of your online reputation and reviews as a financial advisor. Brittany Anderson and Draye discuss the importance of identifying your ideal clients, vetting internal team members, and offering exceptional customer service to minimize risks and maximize positive reviews.

    Tune in to learn powerful strategies for reputation management within FINRA guidelines and hear how to attract more high-quality clients through an optimized online presence.

    • 29 min

Customer Reviews

4.6 out of 5
22 Ratings

22 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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