
033: Process vs Product: What Financial Advisors Can Learn From the Most Successful Pitch in Shark Tank History [Brad Johnson Solo Episode]
Today we’re going to try something a little different. For those of you who have previously tuned in to the...

032: Hal Elrod on Beating Cancer, Building a Community, & How Financial Advisors Can Create a Miracle Morning Routine
In this conversation, I finally get the chance to sit down with a special guest and buddy of...

031: DLynn Proctor on Wine Tasting 101 for Financial Advisors, Hosting Events for the Affluent & A Customer Service Lesson from The French Laundry
During this conversation we had a first ever on the show and I’ve got to say it was a...

030: Garrett Gunderson on Transitioning from Tragedy to NYTimes Bestseller, Attracting Business Owner Clients, & Modeling a Family Office Approach
Today, I’m talking with Garrett Gunderson, who is the Founder and Chief Wealth Architect of Wealth Factory, a company that’s...

029: Jon Acuff on his New Book Finish, What he Learned Working with Dave Ramsey, & How to Serve Your Audience
Today, I’m talking with Jon Acuff, a New York Times Bestselling author, who for 19+ years, has been helping companies...

028: Pete Vargas on Winning Local Stages, Creating Signature Talks that Convert & How to Advance Your Reach
In this episode, I talk with Pete Vargas, aka “The Stage Whisperer” who since 2003 has been responsible for...

026: Kristi Piehl on Leveraging Television as a Financial Advisor, Framework for Successful Media Appearances, & Creating World-Class Company Culture
In this episode I talk with Kristi Piehl, who after 12 years as a TV news anchor decided to turn...

025: Ryan Michler on How He Created a 30K Member Facebook Community and Financial Advisors Can Too
In this episode I talk with Ryan Michler, he’s a financial advisor just like you, but also happens to run...

024: Scott Harrison on Building charity: water From The Ground Up, Crafting Compelling Stories, and How Radical Generosity Leads to True Happiness
In this episode I talk with Scott Harrison, he’s the founder and CEO of charity: water, a charity that...

023: Pete Matthew on Podcasting 101 for Financial Advisors, How his Show Generates Appointments, and 3 Secrets for Engaging Content
In this episode I talk with Pete Matthew, who is a Chartered Financial Planner, a Certified Financial Planner and Managing...

022: Kevin Lavelle on Story Behind Mizzen+Main, How Ferriss Podcast Led to Insane Growth, & Ignoring Industry Standards
This week on the Elite Advisor Blueprint, Kevin Lavelle takes us through his incredible journey of building and scaling a...

021: David Bach on the Story Behind His First Oprah Show, Proper Asset Allocation, and What He Learned From Taking a Year Off
This week on the Elite Advisor Blueprint, my good friend and world renowned financial expert, David Bach, is here to...

020: Ian Altman on Same Side Selling, What Sets His Financial Advisor Apart, and Hiring A+ Talent
This week on The Elite Advisor Blueprint, Ian Altman is here to talk about how to get to the truth...