The Elite Advisor Blueprint®: A Podcast for Financial Advisors

081: Robert Glazer on Elevating Your Team and Creating a High Performing Company Culture

In today’s conversation, I’m speaking with Robert Glazer. Bob is the CEO of Acceleration Partners, a global affiliate agency trusted by some of the world’s top brands to manage their partner marketing programs. In addition to serving their clients at the highest level, Acceleration Partners has built a reputation on being known for their incredible company culture, and they’ve been recognized globally with culture awards year after year. In fact, Bob was ranked #2 on Glassdoor’s list of Top CEO of Small & Medium Companies in the US. Bob is also the author of Elevate: Push Beyond Your Limits and Unlock Success in Yourself and Others, a USA Today and Wall Street Journal bestseller, the host of the “Elevate” podcast, and the author of the “Friday Forward” newsletter - five minutes of inspiration and motivation read by over 100,000 people in 60 countries each week. If you’re looking to grow as a financial advisor, leader, and author, Bob’s proven framework and ideas, as well as the lessons he learned as his life changed along the way, make today’s conversation a must-listen. Here are 3 of my big takeaways from this episode… * #1: How Bob turned a weekly newsletter into a Wall Street Journal bestselling book. [08:26] * #2: Bob’s unique 4-Part Elevate framework for holistic training - and how you and your team can use it to find spiritual, intellectual, physical, and emotional balance, build momentum, and excel in life. [12:30] * #3: What Bob did to build an award-winning company culture that defines his business - including the unique concept of transitioning employees out of your business versus firing them. [58:05] FREE GIFT Get a FREE Autographed copy of Robert's Book, Elevate: Push Beyond Your Limits and Unlock Success in Yourself and Others by visiting BradleyJohnson.com/81 [http://bradleyjohnson.com/81] SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/81 [http://bradleyjohnson.com/81] FOLLOW ON SOCIAL * Virtual Financial Advisor™ Facebook Group [https://www.facebook.com/groups/virtualfa] * YouTube Interviews - The Elite Advisor Blueprint [https://www.youtube.com/user/bradjohnsonAE] * YouTube Clips - The Best Bite Sized Clips from the Show [https://www.youtube.com/channel/UCbJdzQS66jOOoqC3PyJgTTA] * Twitter [https://twitter.com/brad_johnson] * LinkedIn [https://www.linkedin.com/in/bradjohnsoneab/] * Instagram [https://www.instagram.com/brad.johnson.25/]

080: The Virtual FA Series™: Commander Kirk Lippold on USS Cole Al-Qaeda Attack & How to Lead in Times of Crisis

In today’s conversation, I’m speaking with Commander Kirk Lippold. Commander Kirk was the commanding officer of the USS Cole, a Navy warship attacked by Al-Qaeda 11 months before the events of September 11, 2001. As financial advisors living through COVID-19, not only is it important to focus on the technical aspect of meeting with clients virtually, but also the mental side of dealing with the current pandemic. Asking ourselves questions like "What mindset is required to help us all navigate these interesting times?" Much of today's conversation speaks directly to that. How to take action and lead our teams through some of the toughest challenges some of us have ever faced in life and in business. Today, Commander Lippold joins the podcast to share his perspective on leadership during times of crisis and deconstructs decision making for you and your team. Here are 3 of my big takeaways from this episode: * #1: What happened on the day the USS Cole was attacked - the story behind it and the mental framework Commander Lippold leaned on to navigate a literal life-or-death situation for him and his crew. [7:00] * #2: How to prioritize and act faster in a crisis - and why, as Commander Lippold puts it, "The wounded don’t matter if the ship sinks." [11:17] * #3: The Technology and tools that Commander Kirk has adopted to provide value to his clients and give virtual presentations during a time when in-person speaking engagements are currently impossible. [30:41] FREE GIFT Get Access to The Virtual Financial Advisor Series™ Facebook Group. Visit BradleyJohnson.com/virtualfa [BradleyJohnson.com/virtualfa] to Join! SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/80 [http://bradleyjohnson.com/80] FOLLOW ON SOCIAL * Virtual Financial Advisor™ Facebook Group [https://www.facebook.com/groups/virtualfa] * YouTube Interviews - The Elite Advisor Blueprint [https://www.youtube.com/user/bradjohnsonAE] * YouTube Clips - The Best Bite Sized Clips from the Show [https://www.youtube.com/channel/UCbJdzQS66jOOoqC3PyJgTTA] * Twitter [https://twitter.com/brad_johnson] * LinkedIn [https://www.linkedin.com/in/bradjohnsoneab/] * Instagram [https://www.instagram.com/brad.johnson.25/]

079: Maria Konnikova on The Psychology of High-Stakes Poker and How it Applies to Financial Services

In today’s conversation, I’m talking to Maria Konnikova. Maria holds a PhD in psychology, is a writer forThe New Yorker, and is a 2x NY Times Bestseller as the author ofMastermindandThe Confidence Game. In her newest book,The Biggest Bluff, she tells the story of her deep dive into the world of professional poker with mentor and Poker Hall of Famer, Erik Seidel. Over the course of her studies, she went from the idea of planning a 1 year project, as an observer and student trying to understand the psychology of professional poker (while mentoring under Erik Seidel), to being fully immersed and drawn in as a participant who walked away with over $300,000 in winnings. Today, Maria joins the podcast to share insight into the psychology behind high-stakes poker, and how pressure and big money can impact our decisions. We also get into her previous work from her book,The Confidence Game, where she deconstructs ponzi schemes and common themes for identifying them. So, whether you’re a fan of Texas Hold’em (like me), or simply interested in an eclectic conversation around psychology and money, this was a fun one, and it applies to financial services on many fronts. FREE GIFT Get a FREE Autographed Copy of Maria Konnikova's Book, The Biggest Bluff by visiting BradleyJohnson.com/79 [http://bradleyjohnson.com/79] SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/79 [http://bradleyjohnson.com/79] FOLLOW ON SOCIAL * Virtual Financial Advisor™ Facebook Group [https://www.facebook.com/groups/virtualfa] * YouTube Interviews - The Elite Advisor Blueprint [https://www.youtube.com/user/bradjohnsonAE] * YouTube Clips - The Best Bite Sized Clips from the Show [https://www.youtube.com/channel/UCbJdzQS66jOOoqC3PyJgTTA] * Twitter [https://twitter.com/brad_johnson] * LinkedIn [https://www.linkedin.com/in/bradjohnsoneab/] * Instagram [https://www.instagram.com/brad.johnson.25/]

078: The Virtual FA Series™: Simon Bowen on How to Use Visual “Whiteboarding” Models to Simplify the Complex

In today’s episode of “The Virtual Advisor Series,” I’m talking to Simon Bowen. Simon is the creator of the Models Method and one of the world’s foremost experts on how to create effective sales diagrams and models. He has worked with leading digital marketers, CEOs, speakers, and consultants to help them gain clarity, truly understand their businesses and spike their conversion rates. Simon has also led all his sales and client conversations via Zoom for years, making his expertise especially valuable now that almost all of us are quickly learning how to run digital businesses. Today, Simon joins the podcast to share his proven framework for leading highly effective digital meetings with clients all over the world. If you normally listen to just the podcast, I need to tell you that you need to watch today’s episode on our YouTube channel [https://www.youtube.com/watch?v=2aITCi3yWpM&feature=youtu.be] or in the Virtual Financial Advisor™ Facebook group [https://www.facebook.com/groups/virtualfa]. Over the course of our discussion, Simon shares a number of visuals from his iPad, creates diagrams, and walks advisors through the framework he uses to create resonant client messaging. In his words, you’re going to miss out on 83% of the context of this episode without the visual aids. FREE GIFT Free Video Walk Through by Simon Bowen - Simplify the Complex and Help Your Clients Reach their Goals. Get access by visiting BradleyJohnson.com/78 [http://bradleyjohnson.com/78] SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/78 [http://bradleyjohnson.com/78] FOLLOW ON SOCIAL * Virtual Financial Advisor™ Facebook Group [https://www.facebook.com/groups/virtualfa] * YouTube Interviews - The Elite Advisor Blueprint [https://www.youtube.com/user/bradjohnsonAE] * YouTube Clips - The Best Bite Sized Clips from the Show [https://www.youtube.com/channel/UCbJdzQS66jOOoqC3PyJgTTA] * Twitter [https://twitter.com/brad_johnson] * LinkedIn [https://www.linkedin.com/in/bradjohnsoneab/] * Instagram [https://www.instagram.com/brad.johnson.25/]

077: The Virtual FA Series™ - Ryan Levesque on Using The ASK Method® to Build a List of Ideal Prospects and How to Choose Your Niche

In today’s conversation, I’m speaking with Ryan Levesque. Ryan is the CEO of The ASK Method® Company, and the #1 national best-selling author of Ask, which was named by Inc. as the #1 Marketing Book of the Year. His work has been featured in the Wall Street Journal, USA Today, Forbes, and Entrepreneur, and over 250,000 entrepreneurs subscribe to his email newsletter offering business advice. Ryan also worked in financial services selling to ultra high net worth individuals, so he knows a lot about the challenges and circumstances unique to our industry. For those of you looking to improve your prospecting and niche down to build up your practice, this conversation is going to be hugely valuable! Here are 3 of my big takeaways from this episode… * #1: What exactly is The ASK Method® and how can it help your advisory practice sell at scale to thousands of people each and every month, directly from your own website. [23:35] * #2: How to use Ryan’s “Deep Dive Survey” to uncover the exact language that will attract and convert the most profitable segment of your market. [34:01] * #3: How Ryan’s new book Choose can help Financial Advisors determine if they’re serving the right niche and why you should be re-evaluating your market every few years. This book is also a great resource you can use to help any of your clients who are preparing to transition out of their career and into building a business of their own! [01:05:49] FREE OFFER * Get a FREE Autographed Copy of Ryan Levesque’s Book, Choose. Visit BradleyJohnson.com/77 [http://bradleyjohnson.com/77] to for all the details. SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/77 [http://bradleyjohnson.com/77]