The Virtual Financial Advisor Series™: with Pat Quinn on Transitioning From Seminars To Webinars


A new session of The Virtual Financial Advisor Series™ is here!

Pat Quinn and I will use this session of The Virtual Advisor™ Series to discuss how we are navigating these unprecedented times in our businesses.


Topics include:

➡️ The two types of decision-makers and how to appeal to both

➡️ How and why your presentation style should be a little different during uncertain times


Meet your host:

📍 Brad Johnson, is VP of Advisor Development at Advisors Excel and mentors a small group of the country’s most elite financial advisors. This group captured over $1.5B of new assets organically last year! Brad’s approach stems from his belief that it’s very difficult to outperform the core group of associations you surround yourself with and the simple formula of focusing on the biggest and brightest financial advisors in the country and facilitating the ease of how ideas are shared among them has led to industry-leading results.

Brad also hosts The Elite Advisor Blueprint® podcast, which is dedicated to sharing the “blueprint for success” in the independent financial advising world. Based on over a decade of experience, Brad distills the best advice from top thought leaders and applies it to the world of independent financial advising. The show has included interviews with industry experts, including Michael Hyatt, Ron Carson, Dan Sullivan, Donald Miller, Joey Coleman, Michael Kitces, Bo Eason, Cameron Herold, Tucker Max, Carl Richards, David Bach and many more!


Meet Pat:

📍 Pat Quinn is a presentation coach and the head speaking trainer for Advance Your Reach. He’s coached some of the best speakers in the world, including New York Times bestselling authors, 6 former Olympians, and pastors you see on TV every Sunday. He is a former professional magician who learned the art of commanding a stage early in his career. With an advanced degree in brain research, Pat understands how adults learn new information. As a consultant and speaker, he has keynoted the biggest conferences and spoken to audiences from around the world.


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The Virtual Financial Advisor Series™ is a series of FREE live stream discussions + training events with global leaders to teach the latest in digital marketing, virtual office culture, leadership, and technology.


Each speaker is committed to helping you navigate through our current financial climate by:

👉 OFFERING TARGETED ADVICE from their unique perspective and niche

👉 FACILITATING MEANINGFUL DISCUSSION about your business, your team, and how to take the next step

👉 EMPOWER OTHERS in a high-integrity and high-impact way



Join the conversation and let’s become better leaders in our industry.




This interview was provided for informational purposes only. Financial professionals are ultimately responsible for the use and implementation of strategies discussed and should be aware of all applicable compliance requirements. Investment advisors are highly encouraged to seek pre-approval from any applicable broker dealer or RIA prior to implementing new marketing techniques. Neither Elite Advisor Blueprint or Advisors Excel are responsible for or guarantee the results from the strategies discussed.