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The Elite Advisor Blueprint®: A Podcast for Financial Advisors — Business
The Elite Advisor Blueprint®: A Podcast for Financial Advisors

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.

Latest Episodes:

051: Gina Rainey on How Financial Advisors can Hire and Train Employees to 10X Growth Jul 30, 2018

Show notes

As the leader of AE Coach at Advisors Excel - Gina Rainey specializes in "total practice management" where she set out to help advisors bridge the gap between the process-driven brains of their employees and the quick start entrepreneurial mentality many independent advisors operate by. Over the last decade, she's helped offices struggling with high turnover and lack of structure become high-performing organizations, she's empowered advisors to learn how to better utilize their time and revolutionize their business which has led them to grow like few others in this industry.

Gina's fingerprints are on almost all of Advisors Excel's top performing practices, and there's a reason for that. Today, she makes a long-overdue appearance on the podcast to talk about how she helps implement organizational change that leads to massive returns.

FREE OFFER

Get Gina Rainey's 19 Segment AE Coach Video Series. Visit BradleyJohnson.com/51
Apply to attend our next event (September 16-18) - which focuses on how financial advisors can make the leap from traditional old school marketing, to the digital frontier. And guess what, for qualified candidates, we'll cover your costs to attend, including flight, hotel and entrance to the event. To fill out an application, visit BradleyJohnson.com/thecatalyst

SHOW NOTES

To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/51

050: Hilary Hendershott on Her Profit Boss Podcast Generating $37M of New Assets & the Power of Marketing to a Niche Jul 02, 2018

Show notes

I'm thrilled to speak with Hilary Hendershott, founder of Hilary Hendershott Wealth Management. She's also the host of the Profit Boss Podcast, which has become her primary source for acquiring new clients. In fact, it's worked so well, that she's generated over $37M of new assets in the last 10 months!

She receives an average of 1 lead via her website per day, and is currently seeing 1 high net-worth lead - which she defines as $500,000 or more of investable assets - come in every 6-7 days, almost all of which reach out to her via her website after listening in to her weekly podcast.

So, if you want to know how podcasting can create authority, help develop trust, and connect you with people who would NEVER show up to a seminar - this episode is a must-listen.

FREE OFFER

Get Hilayr's "Profit Boss Prospect to Client Blueprint - Podcast Edition" flow chart - which is going to show you exactly how to convert podcast listeners into clients. Visit BradleyJohnson.com/50
If you want to find out how Advisors Excel's #1 office 10X'd growth from $30M to $300M of annual assets gathered in less than 10 years, we're going to share how. You can hear all about it by visiting BradleyJohnson.com/thecatalyst

SHOW NOTES

To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/50

049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue Jun 18, 2018

Show notes

As the founder of Track That Advisor, Erica has created a business that solves one of the biggest problems I've seen financial advisors face over my last 11 years in this business… Here's how the conversation typically goes:

I hop on a coaching call and the first thing the advisor asks is, "How do I get more qualified appointments on my calendar?"

My response: "How are your current marketing funnels working? What's your cost per appointment? What's your closing ratio per funnel? What's your ROI per funnel on every dollar spent?"

Unfortunately the answer I get 99% of the time: "I have no idea. How would I track something like that?"

Enter Erica and Track That Advisor who specializes in just this, helping financial advisors track all the metrics that matter in their business. At this year's Journey event, which is an event we host twice a year at Advisors Excel where our top offices open up their entire playbook and share all of the marketing, branding, and everything else that's lead to their success, the theme I heard more than any other was, "Erica Pauly of Track That Advisor changed our business. She's amazing, her team is amazing, and basically our business is in a whole different place thanks to her."

When I heard that from one office generating over $60 million of new assets each year, followed by an identical statement from a second office generating over $100 million annually, I knew I had to get Erica on the show.

Today, we discuss how financial advisors at every level can use data to work smarter - not harder. We explore how smaller firms can intelligently scale and make their first hires, as well as how larger firms can track their numbers to make sure each and every advisor on the team is performing at their optimal level. That and so much more!

FREE OFFER

To get Erica's FREE whitepaper "The 5 Metrics Financial Advisors Should Actually Be Tracking to Maximize Revenue" visit BradleyJohnson.com/49
Interested in taking the next step with Track That Advisor? You can apply at BradleyJohnson.com/trackthat

SHOW NOTES

To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/49

048: Greg McKeown on the Art of Essentialism and How Financial Advisors Can Achieve More with the Disciplined Pursuit of Less Jun 04, 2018

Show notes

Today's guest is New York Times bestselling author Greg McKeown. He's the author of Essentialism: The Disciplined Pursuit of Less. This book quickly became one of my top reads of all-time as it truly spoke to me with something I've struggled with and I'm sure many of you have as well, balancing everything we want to do in business with the things that truly matter in life. I highlighted passage after passage, then I realized something… As financial advisors, if there's one thing we need, it's a book on what NOT to do and a framework to focus on the things that truly matter - and Greg has written just that book.

Greg has also spoken on NBC, NPR, and at countless companies across a variety of industries including Apple, Google, NFP Securities, and Goldman Sachs. He definitely knows a thing or two about helping financial advisors, as well as high net worth individuals - and his advice extends to almost anyone who has ever caught themselves struggling to make time for both their work and their personal life.

Today, we discuss why we trade off incredibly important things for less important ones. We explore why our world prioritizes working constantly and our obsession with the idea that you need to always be ON in order to be successful - and how you can have a fuller, happier life by focusing on what truly matters.

FREE OFFER

Get Greg's Essentialism 21-Day Challenge, which you can use to start simplifying your life and becoming truly focused on what matters. Visit BradleyJohnson.com/48

SHOW NOTES

To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/48

047: Pellegrino Castronovo on Fashion Tips for Financial Advisors & How Your Image Impacts Your Business May 21, 2018

Show notes

I'm thrilled to speak with my friend - and the best-dressed person I know - Pellegrino Castronovo, the owner of Pellegrino Castronovo Fitted Tailoring.

Pellegrino is a world renowned custom bespoke tailor who has fitted professional athletes in the NFL, NBA, NHL, and MLB, many of the top brass in Formula 1 racing, Sugar Ray Leonard, and many other notable celebrities.

Today, we discuss fashion tips for financial advisors. We get into the brilliant, yet simple things that you can do to market yourself and stand out in a "sea of sameness". As financial advisors, we can learn a lot from Pellegrino's processes and insights.

FREE OFFER

To Download Pellegrino's "Fashion Tips for Financial Advisors" cheat sheet visit BradleyJohnson.com/47
As an added bonus, he's also offering a 20 minute, 1-on-1 virtual consult to help level up your style, so you can make your first impression a lasting impression! (offer available to the first 20 listeners who take advantage of it.)

SHOW NOTES

To get access to today's show notes, transcript, and all the resources mentioned, visit BradleyJohnson.com/47

046: Greg Salciccioli on Why So Many Financial Advisors Fall Victim to the 7 Enemies of Excellence May 08, 2018

Show notes

Greg Salciccioli is the CEO of CoachWell - an executive coaching service that specializes in Professional, Team, and Organizational development. Greg is also the author of The Enemies of Excellence, which explores why high achievers so frequently struggle with broken relationships, self-indulgence, disorientation, disarray, and a lack of professionalism.

During our conversation, Greg and I dive deep into the biggest problems he's seen in his 18+ years of coaching financial advisors and what to do about them. If you're looking to reach high net worth individuals, provide better service to your clients, and do right by your coworkers, your family, and yourself, this is a must-listen.

Show Notes: BradleyJohnson.com/46

Free Gift for Blueprint Listeners

To download Greg's Enemies of Excellence Growth Guide and to see how you can get a FREE copy of his book, visit BradleyJohnson.com/46

045: Roger Ibbotson on Why Financial Advisors Should Consider Fixed Indexed Annuities As Bond Alternative Apr 16, 2018

Show notes

In today's conversation, I sit down with a legend in the world of finance, Mr. Roger Ibbotson himself. In 1977, Roger published the first edition of Stocks, Bonds, Bills, and Inflation, a collection of historical returns dating as far back as 1926 - in a sense, he was ahead of his time as no one had compiled this historical market data all in one place before, in a way that was easy to understand. Based on the positive response from this landmark study, he founded Ibbotson Associates in the same year which he later sold to Morningstar in 2006 for $83M. Roger is currently Chairman and CIO at Zebra Capital Management and he has also served as a Finance Professor at the Yale School of Management for 30 years.

Today we dive into his most recent work, a whitepaper titled "Fixed Indexed Annuities: Consider the Alternative." In it, Roger examines how today's historically low interest rates and bond returns are putting many retirees in danger of not producing enough income from the fixed portions of their portfolios through retirement. He gets into the biases both consumers and financial advisors often have when they hear the word "annuity" and why his math shows that fixed indexed annuities may prove a viable alternative in many retirement portfolios.

Get Roger's Whitepaper "Fixed Index Annuities: Consider the Alternative" at BradleyJohnson.com/45

044: Roger Whitney on How Financial Advisors Can Clone Their Ideal Clients by Podcasting & Syndicating Your Message Worldwide Apr 02, 2018

Show notes

In today's conversation, I'm speaking with The Retirement Answer Man himself, Roger Whitney. Besides being a CFP and having just about every other designation a financial advisor can have after his name, Roger is one of the few financial advisors in the US who has cracked the podcasting code and is actually using his weekly show to drive substantial assets to his firm from all over the country. Not only is Roger landing clients nationwide, but he recently even signed a US citizen living in Burma, so I guess he's officially gone international! This conversation is a must-listen episode if you are looking to expand your marketing to what I find for most advisors is an unknown digital frontier… podcasting.

Special Offers for Our Listeners

To Download a FREE Chapter of Roger's book, Rock Retirement visit BradleyJohnson.com/44
I also bought a big stack of Roger's books and I'm giving them away for FREE - Listen to this episode to find out how you can get a copy delivered directly to your doorstep!

Take the 1st Step to Building Your Ideal Practice

Want to find out how to grow your business and design a practice that serves you VS. being a slave to your practice? Yes it is possible to grow your business and work less - this is a model we've replicated for financial advisors over and over in markets all over the country. If you'd like to apply to see if it makes sense for us to have a 1-on-1 conversation, you can do that at bradleyjohnson.com/apply.

043: Math Vs Emotions: How Top Performing Financial Firms Maximize Their Marketing ROI Mar 12, 2018

Show notes

Lately, I've been having a lot of conversations with financial advisors looking for the best ways to grow their firms, and I've been encountering one question more than just about any other: "How can I spend the least amount of money to maximize results - and get appointments on the calendar?"

There are lots of things that independent financial advisors can do to generate leads. There's public events, like seminars and workshops, as well as full-blown advertising campaigns, including TV and radio, for some of the larger firms out there.

But if your current strategy is struggling to land new clients or increase your amount of new assets, it's time to take a step back and ask yourself: are you looking at math, or are you making your marketing decisions based on what you're thinking and feeling?

Today, we're going to talk about what so many advisory firms do wrong. I'm also going to explain a super simple approach to make it easier than ever for you to determine how to spend in order to land clients, grow your revenue, and crush your goals for 2018.

Get access to the full show notes by visiting BradleyJohnson.com/43

042: Dr. Saadiq El-Amin on How Financial Advisors Can Attract Pro Athletes, Doctors, and Rock Stars as Clients Mar 03, 2018

Show notes

Well this one's a first! Today, I'm speaking with Dr. Saadiq El-Amin, he's an MD, PhD, and a board certified orthopedic surgeon, who in his spare time also happened to start up a lab for Advanced Biomaterials and Tissue Engineering. You might be wondering how I plan to make a conversation with a surgeon applicable to you, the financial advisor, but within just a few minutes of meeting the doc, it became very clear my challenge was going to be fitting everything he had to offer you all into such a short conversation.

Over the course of an extraordinary career, Dr. El-Amin has provided care for many pro athletes and other high net worth individuals. Athletes like Shaquille O'Neal have sought him out as well as The President of Liberia among other notables.

Today you'll learn how to apply Dr. El-Amin's principles to your own practice so that you can land high net worth clients, just like him.

Show Notes: BradleyJohnson.com/42

Free Offer to Blueprint Listeners

Brad's Offering a FREE 30 Minute Coaching Call to 5 Lucky Financial Advisors. Visit BradleyJohnson.com/apply to Apply.

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