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.
065: Daniel Crosby on Why Financial Advisors Need to Understand Human Behavior to Better Serve Their Clients
On today’s podcast, Dr. Daniel Crosby is back for round 2! Daniel’s first appearance is still one of our...
064: Jason Khalipa on What Financial Advisors Can Learn from The Fittest Man on Earth
On today’s podcast, I’m talking to Jason Khalipa - Jason was crowned the Fittest Man on Earth in 2008 and...
063: Chris McChesney on How Financial Advisors Can Motivate a Team to Crush Goals with The Four Disciplines of Execution
On today’s podcast, I’m talking to Chris McChesney. Chris is the Global Practice Leader of Execution for Franklin Covey,...
062: Bo Eason on Telling Your Story and No Plan B For Being the Best
In today’s conversation, I finally get the chance to sit down for a long overdue conversation with Bo Eason. Bo...
061: Carl Richards on How to Simplify Your Appointment Process and Build Trust by Asking Better Questions
In today’s conversation, I grab some time with Carl Richards. For those of you unfamiliar with Carl, he is...
060: Bryan Miles on How Financial Advisors Can Use Virtual Assistants to Save Time & Money
In today’s conversation, I sit down with Bryan Miles. Bryan is the co-founder, along with his wife, Shannon, of...
059: FATHER’S DAY BONUS – Helping Financial Advisors Navigate Parenthood – Generation.Mom
This week, we’re doing something a little bit different. In celebration of Father’s Day, I appeared on the Mom Podcast,...
058: David Bach on The Latte Factor, Building a Sellable Practice, and Why Growth Shouldn’t Mean Less Freedom
In today’s conversation, David Bach is back for round 2!! David is one of America’s most trusted financial experts and...
057: Pat Quinn on Driving More Seminar Appointments by Simplifying Your Presentation and Better Connecting with Your Audience
In today’s conversation, I speak with Pat Quinn. Pat is a presentation coach and the head speaking trainer...
056: BONUS – How to Hire and Train Financial Advisors for Your Practice – The Adviser Gap
Today I’m throwing in a bonus episode as this is a guest appearance I had on The Adviser...
055: Hal Elrod on The Miracle Equation and How Financial Advisors Can Use His Podcasting Strategy to Maximize Book Launches
In today’s conversation, Hal Elrod is back for round 2 on the podcast! If you're unfamiliar with Hal and...
054: Phillip Stutts on How Financial Advisors Can Tap in to the Power of Facebook Marketing & Leverage Political Marketing to Win on a Shoestring Budget
In today’s conversation, I’m humbled and blessed to be speaking with Phillip Stutts. Phillip is the founder and CEO...
053: John Israel on The Mr. Thank You Project & How Intentional Gratitude Can Impact Your Life & Business
Happy Thanksgiving and welcome to our latest episode - please excuse me for the stuffiness as I’m just getting over...
052: James Clear on How Financial Advisors Can Simplify the Complex with Mental Models and His New Book Atomic Habits
In today’s conversation, I get to sit down with James Clear. James's career arc has had a few twists and...
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