Podcasts & Videos

Podcasts & Videos

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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!

Brad distills the best advice from top thought leaders and applies it to the world of independent financial advising.

track that advisor erica pauly

049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue

 In today’s conversation, I’m thrilled to speak with Erica Pauly. As the founder of Track That Advisor, Erica has...
greg mckeown essentialism

048: Greg McKeown on the Art of Essentialism and How Financial Advisors Can Achieve More with the Disciplined Pursuit of Less

 In today’s conversation, I’m thrilled to speak with New York Times bestselling author Greg McKeown. He’s the author of...
pellegrino castronovo

047: Pellegrino Castronovo on Fashion Tips for Financial Advisors & How Your Image Impacts Your Business

 In today’s conversation, I’m thrilled to speak with my friend - and the best-dressed person I know - Pellegrino...
greg salciccioli

046: Greg Salciccioli on Why So Many Financial Advisors Fall Victim to the 7 Enemies of Excellence

  In today’s conversation, I’m speaking with Greg Salciccioli, the CEO of CoachWell - an executive coaching service that specializes...
roger ibbotson - stocks-bonds-bills-inflation

045: Roger Ibbotson on Why Financial Advisors Should Consider Fixed Indexed Annuities As Bond Alternative

   In today’s conversation, I sit down with a legend in the world of finance, Mr. Roger Ibbotson himself....
Roger Whitney - The Retirement Answer Man

044: Roger Whitney on How Financial Advisors Can Clone Their Ideal Clients by Podcasting & Syndicating Your Message Worldwide

  In today’s conversation, I’m speaking with The Retirement Answer Man himself, Roger Whitney. Special thanks to my longtime...
The Elite Adivsor Blueprint Math vs Emotions

043: Math Vs Emotions: How Top Performing Financial Firms Maximize Their Marketing ROI

 Lately, I’ve been having a lot of conversations with financial advisors looking for the best ways to grow their...
Dr. Saadiq El-Amin - Elite Advisor Blueprint

042: Dr. Saadiq El-Amin on How Financial Advisors Can Attract Pro Athletes, Doctors, and Rock Stars as Clients

 Well this one’s a first! Today, I’m speaking with Dr. Saadiq El-Amin, he’s an MD, PhD, and a board...

041: Chris Smith on The Campfire Effect™ Framework and Creating an Origin Story for Your Firm and Client Experience

 My friend and a former guest on the show Garrett Gunderson, first introduced me to today’s guest Chris Smith...
Michael Port - The Elite Advisor Blurprint - Steal the Show

040: Michael Port on Mastering Public Speaking as a Financial Advisor, the Red Velvet Rope Policy & How to Steal the Show

 When I asked Darren Hardy, former publisher of Success Magazine and someone who’s literally interviewed just about every successful...
Jason Lahita - The Elite Advisor Blueprint

039: Jason Lahita on Leveraging PR as a Financial Advisor, Promoting a Book, & the Origin of FiComm Partners

 In today’s conversation, I’m talking with my friend and special guest Jason Lahita. Jason is the president and co-founder...
Elite Advisor Blueprint - Daniel Crosby - Behavioral Finance

038: Daniel Crosby on Behavioral Finance, the Psychology of Bitcoin Mania, & The Laws of Wealth to Better Serve Your Clients

 In today’s conversation, I’m speaking with Dr. Daniel Crosby, he’s a psychologist, behavioral finance expert and asset manager who...
Brad Johnson - Lawyerist Podcast

037: Brad Johnson on How Financial Advisors Can Build Referral Networks with Lawyers by Modeling Family Office Approach

 Today’s episode is a first as this is actually a guest appearance I had on The Lawyerist Podcast that’s...
Jim Sheils - The Family Board Meeting - Elite Advisor Blueprint

036: Jim Sheils on How Financial Advisors Can Run a Successful Business Without Sacrificing Their Family & the Board Meeting Framework

Today’s conversation is a special one as I’m talking with my friend Jim Sheils. I have to tell you, this...
Nicholas Kusmich - Elite Advisor Blueprint

035: Nicholas Kusmich on Facebook Ads for Financial Advisors, Traditional vs Digital Marketing, & His Give First Lead Gen Framework

   In today’s conversation, I’m talking with my friend and special guest Nicholas Kusmich. Nic is best known as...
David Meerman Scott - The Elite Advisor Blueprint

034: David Meerman Scott on Prepping Your PR for the Next Market Correction, Trump’s Winning Media Strategy, and Newsjacking 101

  In this conversation, I talk with David Meerman Scott, a Marketing and Sales strategist who’s authored a number of...

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