Welcome to The Elite Advisor Blueprint – The Podcast for World-Class Financial Advisors. I’m Brad Johnson, VP of Advisor Development at Advisors Excel, and it’s my goal to distill the best ideas and advice from top thought leaders and apply it to the world of independent financial advising.

Today, I’m talking with Jason Hewlett. Jason is a leadership expert, author, and hall of fame speaker. He’s delivered over 2,000 presentations for Fortune 500 companies, including American Express, Delta Airlines, and the 2002 Winter Olympics, to name just a few.

In his keynote, The Promise: Become a Legendary Leader and Discover Your Signature Moves, Jason uses music, entertainment, and unconventional storytelling to convey actionable insights and proven processes designed to transform leadership skills. 

For financial advisors who want to compete in a world full of robo-advisors, AI, and talented people attracting clients all over the globe, Jason’s message is a must-listen. It’ll do more than help you grow your business – it’ll give you the power to live a more joyful life.

Here are a just a handful of the things that you’ll learn:
  • #1: What Jason learned about public speaking from his father, who just happened to be SunLife Canada’s number one insurance advisor – and how he responded when Jason told him that he wasn’t taking over the family business. [05:33] 
  • #2: Why so many financial advisors’ websites are like commercials that don’t deliver – and how you can find your signature move, become unforgettable, and forge incredible connections with clients in an era defined by technology and global competition. [18:46] 
  • #3: The one thing Jason did to fill his calendar with steady work from ultra high net worth individuals for years and years… and why it’s at the heart of every business relationship in every industry. [01:03:17]

SHOW NOTES:

  • [13:02] Why failing to follow through on your promises is like your favorite artist not playing their biggest hits in concert – and how this disappointment can kill your business. 
  • [27:18] How to use technology to be an even better advisor, speaker, and presenter – and stop AI from taking away your job.
  • [31:37] How others can help you identify, magnify, and clarify your strengths to find and hone your signature move. 
  • [35:45] Why Jason went to Las Vegas to become a one-man-show entertainer – and how playing to tough audiences night after night taught him to deliver 100% to every room, no matter how many people were in it. 
  • [44:16] How Jason found great mentors, even though no one he idolized was willing to even speak to him. 
  • [53:28]How Jason found his financial advisor – and why they’ll never be replaced by a robot. 
  • [01:03:17] What Jason did during what seemed like a dead-end gig to make a powerful connection with several billionaires – and how this simple action brought him to many of his greatest gigs of all time. 
  • [1:09:12] The lessons Jason learned from writing an extremely viral Facebook post in 2015.

SELECTED LINKS FROM THE EPISODE

PEOPLE MENTIONED

REVIEWS OF THE WEEK

Isaiah, what’s up man! Thanks so much for the kind words. These are the types of notes that make my day. I really enjoy the conversations and hopping on the mic with ultra interesting people that I can learn from, and simply being curious. For those of you who think you have a podcast in you, I challenge you to go for it. Go out and set up some conversations with people you can learn from and who inspire you, and just hit the record button. Glad it’s bringing value to you Isaiah, as well as any other advisors out there. I’ll continue to keep cranking out episodes!

 

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!

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DISCLOSURE

Elite Advisor Blueprint Podcast is provided for informational purposes only.It is intended for financial professional use.