136 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
    • 4.8 • 19 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 136 Marketing is Key

    Episode 136 Marketing is Key

    In this episode of The Ultimate Advisor Podcast, we discuss why marketing is important and how you limit yourself when you rely solely on referrals. Marketing can help reach those potential clients that don't know you nor your clients and have not been introduced to you yet. Marketing can be the differentiator that helps your practice stand out. Push PLAY and let us walk you through why marketing is important and how you can use it to grow your practice.

    • 29 min
    Episode 135 - Proven Marketing Tactics For Your Practice

    Episode 135 - Proven Marketing Tactics For Your Practice

    In this episode of The Ultimate Advisor Podcast, we discuss the importance of differentiating your practice with refined Marketing. We dive into different marketing tactics you can get started with today! So, push PLAY and join us as we discuss your action plan for the best Marketing tactics your practice should employ!

    • 27 min
    Episode 134 - Managing Reputation and Reviews for Financial Advisors

    Episode 134 - Managing Reputation and Reviews for Financial Advisors

    In this episode of The Ultimate Advisor Podcast, we discuss how important it is to maximize the amount of positive reviews you are receiving to help manage your reputation. We dive into how important it is staying true to your client and your practice's ideals to minimize exceptions and help increase your online presence. So, push PLAY and join us as we discuss how to create more positive reviews and manage your online reputation to help grow your practice! 

    • 29 min
    Episode 133 - Nurturing Your Prospects and Clients

    Episode 133 - Nurturing Your Prospects and Clients

    In this episode of The Ultimate Advisor Podcast, We focus on the importance of getting to know your prospects. We discuss the benefits of a nurturing sequence and building rapport with current clients and prospects alike so that they feel more comfortable, engaged, and are more likely to hire and recommend your practice to others. So, push PLAY and join us as we dive into how to use a nurturing sequence can help build your relationships.

    • 19 min
    Episode 132 - Having A Second In Command

    Episode 132 - Having A Second In Command

    In this episode of The Ultimate Advisor Podcast, we discuss why having a second in command that shares the same vision as you is important. We will delve into why having someone who can relay information and get the team engaged in making those ideas a reality is such an asset. We will hear from one of those Legendary second in commands and how they help their practice push towards the overall mission. So push PLAY and let us walk you through why you should have an implementer that will help your practice GROW! 

    • 25 min
    Episode 131 - Focusing In On Number One

    Episode 131 - Focusing In On Number One

    In this episode of The Ultimate Advisor Podcast, we discuss how to make your marketing impactful to reach your target audience. We will also discuss how important it is to focus on your messaging strategy and the importance of standing out. So push PLAY and let us walk you through how to make it all about the client. 

    • 25 min

Customer Reviews

4.8 out of 5
19 Ratings

19 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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