Podcasts & Videos

Podcasts & Videos

Brad podcast v2
About The Podcast

The Elite Advisor Blueprint®

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.

Jon Vroman - Front Row Factor - Front Row Foundation

017: Jon Vroman on The Art of Moment Making, Mastering Public Speaking, and Showing Up For The People In Your Front Row

This week on The Elite Advisor Blueprint, I get the chance to talk with Jon Vroman. Jon is an award-winning motivational...
Jon Berghoff - Referral Framework

016: Jon Berghoff on The Referral Framework, Building Your Sales Team, and Taking Your Business to the Next Level

 This week, Jon Berghoff is here to share his proven strategies for generating leads, building your sales team and...
mark moses - ceo coaching international - thumbnail

015: Mark Moses on The Blueprint for Training a Sales Team & Lessons From a 12x Ironman Triathlete

In this episode of The Elite Advisor Blueprint, Mark Moses (@CEOCoachMark) is here to talk about how to define, measure...
Tucker Max - Elite Advisor Blueprint

014: Tucker Max on the Story of Book In A Box, Marketing to a Niche & Firing Himself as CEO

 This week on The Elite Advisor Blueprint, Tucker Max (@TuckerMax) is here to share some serious entrepreneurial wisdom (much of...
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013: Cameron Herold on Making an Impact On Your Industry, Finding Great People, and Why Meetings Don’t Actually Suck

 Welcome back to The Elite Advisor Blueprint! This week, Cameron Herold (@CameronHerold) joins us to discuss his new and upcoming books, his...
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012: Michael Hyatt on Designing and Realizing Your Best Year Ever

 For today's episode of Elite Advisor Blueprint, we have the honor of welcoming back Michael Hyatt (@MichaelHyatt). Michael brings his expertise as a virtual...
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011: Derek Coburn on Being a Connector, the Ultimate Business Tiebreaker, and Networking 3.0

This week on The Elite Advisor Blueprint, Derek Coburn (@cadredc) of CADRE joins us to talk about a wide range...
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010: Alan Moore of XY Planning Network Explains How Advisors Can Transition from Brick and Mortar to 100% Virtual Office

 On this edition of The Elite Advisor Blueprint Podcast, I am joined by our special guest, Alan Moore (@xyplanning),...
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009: Dan Sullivan on The Age of the Entrepreneur and Why It’s Easier to 10X Your Business than Double It

 On this episode of The Elite Advisor Blueprint Podcast, I’m incredibly excited to welcome Dan Sullivan (@StrategicCoach), the founder...
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008: John Ruhlin on Giftology and How Giving More than is Reasonable Always Comes Back 10X

John Ruhlin (@ruhlin), founder of The Ruhlin Group, a professional gift giving service that’s worked with the likes of: Financial Institutions:...
How To Turn New Clients Into Raving Fans In The First 100 Days

How To Turn New Clients Into Raving Fans In The First 100 Days

Here's a startling fact about business: Somewhere between 20% and 70% of new clients will stop doing business with you...
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007: Don Yaeger on New Book ‘Great Teams’ and Lessons Learned from John Wooden, Michael Jordan, Walter Payton & Coach K

Don Yaeger (@DonYaeger) is a 9-Time New York Times Best-Selling author. Not only has Don coauthored books with Walter Payton,...
Aaron Klein of Riskalyze on Why Human Financial Advisors are Better Than Robo-Advisors

006: Aaron Klein of Riskalyze on Why Human Financial Advisors are Better Than Robo-Advisors

Aaron Klein (@AaronKlein) is the CEO and Co-Founder of Riskalyze. Founded in 2011 with 3 employees, today Riskalyze serves...
Effective Marketing

7 Steps to Crafting an Effective Marketing Story

Have you ever wondered whether you're telling your prospects the right marketing story about yourself and the service you provide?...

005: Joey Coleman on what Financial Professionals Can Do for New Clients in the First 100 Days to Help Retain Them Forever

Joey Coleman is the founder and Chief Experience Composer of Design Symphony – a customer experience branding firm...
Three Tips For Overcoming Nervousness When Speaking In Public

Three Tips For Overcoming Nervousness When Speaking In Public

If you want to become a successful financial adviser, there's no way around it. At some point you're going to...

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