063: Chris McChesney on How Financial Advisors Can Motivate a Team to Crush Goals with The Four Disciplines of Execution

063: Chris McChesney on How Financial Advisors Can Motivate a Team to Crush Goals with The Four Disciplines of Execution

Bo Eason

On today’s podcast, I’m talking to Chris McChesney. Chris is the Global Practice Leader of Execution for Franklin Covey, where he serves as one of the primary developers of The 4 Disciplines of Execution – a framework for accomplishing strategic business goals and creating lasting organizational change.

Chris has led many of the most noted implementations of the 4 Disciplines, including Marriott International, Shaw Industries, Ritz Carlton, Kroger, Coca Cola, Comcast, Frito Lay, Lockheed Martin and Gaylord Entertainment, to name a few.

I first came across his work through Michael Hyatt, who called The 4 Disciplines of Execution the gold standard for his team. It’s one we’ve implemented into our team’s weekly ritual as well.

Today, I’m honored to have Chris on the podcast to talk about how to simplify what’s really tough for a lot of financial advisors to execute on – and the tools and techniques you can use to inspire your team to help them not only meet your goals, but their own as well.


Here are a just a handful of the things that you’ll learn:
  • [18:52]How to apply The 4 Disciplines of Execution (focus, leverage, engagement, and accountability) to your business in order to achieve your most important goals – and how to make time for the work you’ve been putting off for months, weeks, years, or even decades.
  • [52:43] The story of how Chris helped a major hotel cut luggage delivery time from 112 to 20 minutes in order to boost customer satisfaction – and how much these same principles apply to financial services.
  • [57:45] How to motivate your team to break decades of bad habits, make people feel like they really matter, and hold them accountable without feeling like the micromanaging boss you never wanted to become.

Watch the YouTube video of today’s interview to see Chris’s screen as he walks you through The 4 Disciplines of Execution! Click on the video below to jump directly to that section!


  • [05:00] The unconventional way Chris got his first job at Franklin Covey – and how he became Stephen Covey’s publicist while an unpaid intern at the Covey Leadership Center.
  •  [11:39] The 4 Disciplines of Execution and how to build a business that will leave a legacy behind. 
  • [13:18] Why the move to urgency is such a natural human tendency – and how to get through the wall and focus on the strategic components that will make you most successful.
  • [51:59] Lead measures you and your team can actually use to measure success.
  • [54:33] How the 4 Disciplines helped Chris cut a major hotel’s luggage delivery time from 112 to 20 minutes in order to boost customer satisfaction – and how this applies to financial services.
  • [1:08:03] How to use the 4 Disciplines to lead a meeting, even when a CEO, founder, or team lead isn’t present. 
  • [1:19:25] Why crazy goals always lead to burnout – and meaningful, achievable ones can transform businesses. 
  • [1:19:55] How to find the balance between work and family, the power of great parenting, and some of our favorite books.




Thanks for checking out the latest show, on to this week’s featured reviews!

This week’s first review comes to us from Neal David who says:

NealDavid, thanks for the ultra kind review and love the fact that you are going back to some of the early episodes to give them a listen as even through I was still figuring out exacting how to interview a podcast guest there were some absolute rockstar guests that were kind enough to sit down with me as I stumbled through my interview. We’ve all got to start somewhere though right!! Really appreciate you listening in and don’t hesitate to reach out if anything myself or my team can do to help.

The next review comes to us from Ashby Daniels who says:

Ashby, thanks for taking the time to listen in and leave a review. I’m especially honored when I hear a member of the #FinTwit community listens to the show and finds value in what we are putting out. I hope you are still cranking out those thank you cards and doing big things as 2019 comes to a close. Open invite if your travels bring you though KS, love to connect in person some time!! For those of you out there on Twitter, make sure to give Ashby a follow @DanielsAshby as he’s putting out great content and is a great resource in the advisor community. Also if we haven’t connected yet, you can find me at @Brad_Johnson.

And the last featured review for the week comes to us from user GeekSoapBox, who says:

What an awesome review, I appreciate it and am glad to hear that many of you Blueprint listeners find the eclectic mix of guest to be refreshing and set my show apart from others out there. There are plenty of conferences to go to if you just want to hear the financial industry stuff, and one of my favorite parts of the show is keeping it fresh by bringing outside industries and thoughts into our advisor community. There’s much to learn from others if we are open to it.  For those who haven’t caught the James Clear or John Israel episodes yet, they’re episodes 52 and 53 if you want to give them a listen!


Take the 1st Step to Building Your Ideal Practice: Apply for “Virtual Discovery Session

For those of you that have interest in diving deeper or figuring out how you may be able to have our team help you implement many of the ideas shared on the show, my day job happens to be consulting financial advisors from all over the US on how to grow their business and design a practice that serves them, versus them serving it. Yes it’s possible to grow your business and work less, this is a model we’ve replicated over and over in markets all over the country… So, if you’d like to apply to see if it makes sense for us to have a 1-on-1 conversation on how to overcome what may be getting in your way, you can do that at bradleyjohnson.com/apply. It takes about 5 minutes to fill out the application so we can understand what your business looks like, what challenges you may be facing and how myself and my team may be able to help. We then dive into a Discovery session where we ask a lot of questions based on your survey. We do a lot of listening, and take a lot of notes to build a rough draft of our proprietary Elite Advisor Blueprint – 90 Day Plan™. Taking the first step is as simple as applying at bradleyjohnson.com/apply 🙂


Already heard it once or twice? Please leave a short review here, and tell me which guests I should have on!

Chris McChesney - iTunes

Chris McChesney - Stitcher


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Elite Advisor Blueprint Podcast is provided for informational purposes only, For financial professional use.

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