The Virtual Financial Advisor Series™: with Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn


The first of  The Virtual Financial Advisor Series™ has launched!

Joshua B. Lee and I used this first session of The Virtual Advisor™ Series to discuss how we are navigating this time with our businesses, making the change digital, and everything in between.


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 Joshua:

📍 Joshua B. Lee is an entrepreneur, business owner, author, coach, marketer, husband, and father. In 2003, he built his career in online marketing with clients such as MySpace and Google managing over $100 million in advertising spend and controlling over 35 Trillion online impressions. He has built 16 companies from online marketing to coaching to web design and more but is most passionate about human connections. His current venture, StandOut Authority, is about humanizing your professional and company brand on LinkedIn through authentic and inspirational engagement. As a father of two and published author of Balance is Bullsh*t, he believes there is no work-life balance but an integrated life based on vision, relationships, health, and business.

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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.