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.
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...
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...
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...
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...
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....
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...
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...
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...
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...
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...
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...
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...
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...
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