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.

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004: Donald Miller on How Advisors Can Apply Hollywood’s Story Formula to Their Practice & 3 Simple Website Tips For Dramatically Increasing Appointments

Donald Miller (@donaldmiller) is the CEO of StoryBrand. Combined, his 7 books have spent more than a year on the NYT Bestsellers list. He’s...
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003: Scott McKain on Creating the Ultimate Client Experience and What Made Zig Ziglar Unforgettable

Scott McKain (@scottmckain) is an internationally know authority on helping organizations create distinction in every phase of business, while also teaching them...
What Ron Carson Learned From A Billionaire Client

What Ron Carson Learned From A Billionaire Client

I recently had the privilege of interviewing Ron Carson. In case you haven’t heard of Ron (learn more on LinkedIn),...

The Goal Setting Process Warren Buffett Uses To Say ‘No’ and Achieve More

Top achievers' thought processes are often the same. I was recently reminded of this when a friend shared a story...
Ron Carson

002: Ron Carson on “The Sustainable Edge” & Turning His Dorm Room Startup Into $6B Firm

Ron Carson (@rchusker ) is the founder and CEO of Carson Wealth, Carson Institutional, and Peak Advisor Alliance. Carson Wealth is...
Michael Hyatt on the 10 Biggest Goal Setting Mistakes People Make (and how to fix them)

001: Michael Hyatt on the 10 Biggest Goal Setting Mistakes People Make (and how to fix them)

Michael Hyatt (@michaelhyatt) is the New York Times, Wall Street Journal, and USA Today bestselling author of Platform: Get Noticed in a Noisy...
tip for financial advisors

Tip for Financial Advisors: Luke Skywalker You Are Not, Yoda You Must Be

If you live in America, there's a 99.9% chance you know that the new Star Wars movie is coming out...
create a "Wow" experience

5 Ways To ‘Sock’ It To Your Clients: Create a “Wow” Experience

Here's a quick story of how I personally created a "Wow" experience to set the stage for how to pull...
Financial Advisors, Do You Make These Mistakes When It Comes to Making A 1st Impression?

Financial Professionals, Do You Make These Mistakes When It Comes to Making A 1st Impression?

It’s not faith in technology, it’s faith in people. –Steve Jobs Each day, billions upon billions of searches are conducted...
create instant credibility

How to Create Credibility with Prospects

I remember a few years ago when my wife Sarah and I were trying to find a builder to construct...
successful seminars

4 Ways to Turn Your Seminar Into a “Rock Star” Event

I was asked the other day on a coaching call, “Why do certain financial professionals continue to have success with seminars, while...
Why Indexed Annuities are Going Mainstream

Why Indexed Annuities are Going Mainstream

Lately, I’ve witnessed a surge of interest in indexed annuities. Allianz Life Insurance Co. of North America, for example, announced...
types of potential customers

Your 3 Types of Potential Customers (and what to do with them)

I recently attended Michael Hyatt’s Platform Conference where I had an opportunity to spend some time with Derek Halpern, the founder of Social...

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