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 ...
Jul 21, 2020•1 hr 29 min•Ep. 81
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 t...
Jul 02, 2020•1 hr 4 min•Ep. 80
In today’s conversation, I’m talking to Maria Konnikova. Maria holds a PhD in psychology, is a writer for The New Yorker , and is a 2x NY Times Bestseller as the author of Mastermind and The 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 under...
Jun 23, 2020•57 min•Ep. 79
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 v...
Jun 19, 2020•1 hr 8 min•Ep. 78
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 abo...
Jun 15, 2020•1 hr 14 min•Ep. 77
In today’s episode of The Virtual Financial Advisor Series™ Pat Quinn returns to the podcast. Pat is a presentation coach and the head speaking trainer for Advance Your Reach. He has worked with some of the greatest speakers in the world including Daymond John, Grant Cardone, Dean Graziosi, Michael Hyatt, John Ruhlin, and has helped over 1000 financial advisors increase the effectiveness of their presentations. My previous conversation with Pat is one of the most listened to episodes in our arch...
May 18, 2020•57 min•Ep. 76
In today’s episode of The Virtual Financial Advisor Series™,” I’m speaking with Joshua B. Lee. Joshua is a strategic growth coach, helping individuals to scale themselves with their company so they don’t scale themselves out of their company. Over the last decade, he has managed over $100 million in ad spend and controlled over 30 trillion online impressions. Joshua is a master at helping people authentically connect and engage with their audience online, and more specifically, he understands th...
May 15, 2020•1 hr 12 min•Ep. 75
In today’s episode of The Virtual Financial Advisor Series™ Bryan and Shannon Miles join the podcast. Bryan and Shannon are the founders of BELAY, an organization that specializes in providing virtual assistants, bookkeepers, and web specialists to help companies grow. With over 1,100 team members across the United States and no offices (even before the COVID-19 pandemic), BELAY has won a number of major awards for company culture, including Entrepreneur’s award for Top Company Culture in 2017. ...
Apr 30, 2020•1 hr 26 min•Ep. 74
Hey Blueprint listeners, hopefully, quarantine life is treating you well and you and your loved ones are safe and sound. I’ve been safely working from home for almost a month with the whole Johnson crew and the good news is that the podcast can go on, even if my podcasting studio is currently a spare bedroom 😊 Today I’m excited to announce a brand new series on The Elite Advisor Blueprint podcast. Times like this call for those that can offer a helping hand to step up and I want to serve all of...
Apr 21, 2020•1 hr 20 min•Ep. 73
In today’s conversation, I’m speaking with Michael Hyatt. Michael is a New York Times bestselling author, podcaster, blogger, and speaker. His newest book, The Vision Driven Leader , explores how to effectively lead organizations, inspire people to action, and make your big dreams a reality, and today we'll be talking all about it. For those of you looking to attract incredible talent, retain them, and keep them happy for years to come as you build a great company, this conversation is a must-li...
Apr 01, 2020•1 hr 20 min•Ep. 72
In today’s conversation, I’m speaking with Casey Weade. Casey is a sought-after retirement planning professional, speaker and CEO of the national financial firm, Howard Bailey. He hosts the “Retire with Purpose” radio, TV show and podcast — providing sound financial guidance to pre-retirees and retirees across the country. His firm is way ahead of the curve when it comes to operating digitally, and he has a deep understanding of how to market, run appointments, and close clients in a time when i...
Mar 31, 2020•1 hr 10 min•Ep. 71
In today's episode, I'm speaking with Mike Koenigs. Mike is a serial entrepreneur, investor, 13-Time #1 Bestselling Author, podcast host, TV personality, advisor to Tony Robbins & celebrity clients, cancer survivor, and a true master of helping business owners and entrepreneurs build empires. For those of you who want to show up different and make meaningful connections with the super elite, this conversation is going to bring a ton of value! Here are 3 of my big takeaways from this episode…...
Feb 24, 2020•1 hr 47 min•Ep. 70
Welcome to The Elite Advisor Blueprint - The Podcast for World-Class Financial Advisors. I'm Brad Johnson, VP of Advisor Development at Advisors Excel, and it’s my goal to distill the best ideas and advice from top thought leaders and apply it to the world of independent financial advising. Today, I’m talking with Jason Hewlett. Jason is a leadership expert, author, and hall of fame speaker. He’s delivered over 2,000 presentations for Fortune 500 companies, including American Express, Delta Airl...
Feb 03, 2020•1 hr 21 min•Ep. 69
Today, I’m thrilled to share a bonus episode from a conversation with Steve Sanduski from his podcast, Between Now and Success . Steve was kind enough to allow us to replay it here. If you aren’t already subscribed to his show, Steve’s podcast is easily one of my top listens in financial services, so be sure to check it out! A little background for those of you unfamiliar with Steve... He has over 20 years of experience in our industry and has helped launch and build a $1.8 billion RIA, also in ...
Jan 13, 2020•1 hr 17 min•Ep. 68
Today, I’m talking with Michael Kitces. If you’re in financial services and aren’t familiar with Michael, my guess is you haven’t been on the internet recently as he has one of the most prolific platforms in all of finance. Michael creates content deconstructing some of the most complex financial planning topics out there and he shares much of this on his blog, Nerd’s Eye View - which is actively followed by over 36,000 subscribers. He’s also a partner in a number of other businesses including: ...
Dec 24, 2019•2 hr•Ep. 67
Today, I’m talking to Bob Burg. For 30 years, Bob’s been helping sales leaders and their teams more effectively communicate their value and grow their businesses in ways they never thought possible. His book, The Go-Giver , is a Wall Street Journal bestseller that has sold close to a million copies since its release. It was rated #10 by Inc. Magazine as one of the Most Motivational Books Ever Written, and was on HubSpot’s 20 Most Highly Rated Sales Books of All Time. Bob has been named one of th...
Dec 09, 2019•1 hr•Ep. 66
On today’s podcast, Dr. Daniel Crosby is back for round 2! Daniel’s first appearance is still one of our show's most-downloaded episodes to date. So, I’m honored to have him back on and I know all of you are going to get a ton of value from this one. In this conversation, we dive into Daniel’s most recent book, The Behavioral Investor , in which he examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for impr...
Nov 11, 2019•1 hr 18 min•Ep. 65
On today’s podcast, I’m talking to Jason Khalipa - Jason was crowned the Fittest Man on Earth in 2008 and is regarded as one of the most accomplished athletes in CrossFit Games history. He’s the Founder of NCFIT, which is a global company with thousands of participants worldwide, aimed at making fitness effective, fun, and accessible. He’s also the author of "As Many Reps as Possible" where he reveals simple principles to take control of your life and harness your true potential. Jason and I fir...
Oct 25, 2019•1 hr 20 min•Ep. 64
Watch the YouTube video at the top of the show notes page, to see Chris’s screen as he walks you through The 4 Disciplines of Execution! On today’s podcast, I’m talking to Chris McChesney. Chris is the Global Practice Leader of Execution for Franklin Covey, where he serves as one of the primary developers of The 4 Disciplines of Execution - a framework for accomplishing strategic business goals and creating lasting organizational change. Chris has led many of the most noted implementations of Th...
Oct 07, 2019•1 hr 39 min•Ep. 63
In today’s conversation, I finally get the chance to sit down for a long overdue conversation with Bo Eason. Bo has one of the most unique back stories of any guest we’ve had on the show. After college, he was drafted by the Houston Oilers and played safety for them before a premature knee injury ended his career. After the NFL, Bo aspired to become the best stage performer of his time and spent time personally mentoring under Al Pacino before writing and starring in his one-man Broadway show, R...
Aug 30, 2019•1 hr 39 min•Ep. 62
In today’s conversation, I grab some time with Carl Richards. For those of you unfamiliar with Carl, he is a CFP and creator of the Sketch Guy column, which has appeared weekly in the New York Times since 2010. Carl and his work have also been featured on Oprah.com, and Forbes.com and he frequently keynotes at financial planning conferences around the world. Through his simple sketches, Carl makes complex financial concepts easy to understand and these sketches have served as the foundation for ...
Aug 19, 2019•1 hr 12 min•Ep. 61
In today’s conversation, I sit down with Bryan Miles. Bryan is the co-founder, along with his wife, Shannon, of Belay Solutions (formerly known as EA Help). Belay provides virtual assistants to help business owners and C-level execs in a number of industries grow without the added stress of having to do everything on your own. I was introduced to Bryan through our mutual friend Michael Hyatt who started out as a client of Belay, and in turn, Michael put Belay on the map with a single tweet. If y...
Jul 03, 2019•1 hr 14 min•Ep. 60
This week, we’re doing something a little bit different. In celebration of Father’s Day, I appeared on the Generation.Mom podcast. Their podcast rarely features fathers as guests, so it was an honor to talk to Lara and Jenn about how to prioritize parenthood and where to start. Like many fathers, I felt underprepared when my first child was born. As my kids got older, I worked hard to find the right balance between being a parent, a partner, and a business leader. In today’s podcast, we talk abo...
Jun 14, 2019•1 hr 14 min•Ep. 59
David Bach is back for round 2!! David is one of America’s most trusted financial experts and bestselling financial authors of our time and previously appeared on Episode 21 for those of you that missed it. Today, we discuss the journey behind his new book The Latte Factor , which has already become an international bestseller. David shares his story of a dinner with Paulo Coehlo, author of The Alchemist and one of my favorites, that led to him finally writing this story after putting it off for...
Jun 10, 2019•1 hr 9 min•Ep. 58
In today’s conversation, I speak with Pat Quinn. Pat is a presentation coach and the head speaking trainer for Advance Your Reach, where 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. We first connected through Advance Your Reach founder Pete Vargas. Pete invited me to what I would call the American Idol of speaking, where I saw Pat coaching speakers and literally tweaking their presen...
May 24, 2019•1 hr 15 min•Ep. 57
Today I’m throwing in a bonus episode as this is a guest appearance I had on The Adviser Gap Podcast. It’s hosted by James Mousley and Sean Banks from, as they say, “across the pond” over in the UK. I continue to be blown away by the power and reach of podcasting as I connected with the two of them after they gave a few of my episodes a listen over in the UK. They’ve created their podcast to address the lack of training out there to help paraplanners bridge the gap into a true financial planning...
Apr 29, 2019•1 hr 12 min•Ep. 56
Hal Elrod is back for round 2 on the podcast! If you're unfamiliar with Hal and his Miracle Morning book and the morning routine that’s created a movement for millions worldwide, be sure to check out our first conversation, it's Episode #32. Hal last joined the podcast back in 2017, it was literally his first interview since being diagnosed cancer free. Since then, in addition to finishing his new book (which we’ll dive deep into today), he’s also wrapped up a soon-to-be-released documentary on ...
Apr 16, 2019•1 hr•Ep. 55
In today’s conversation, I’m humbled and blessed to be speaking with Phillip Stutts. Phillip is the founder and CEO of Go BIG Media and Win BIG Media , two award-winning, disruptive agencies that use political digital strategies to get major results for clients in and out of politics - including financial advisors. Phillip is also the author of Fire Them Now - an excellent new book that identifies the lies marketing agencies use to try to get (and keep) clients. His book is full of powerful true...
Apr 08, 2019•1 hr 26 min•Ep. 54
Happy Thanksgiving! On a day where we should sit back and reflect on all that we are thankful for, I am humbled to share this conversation with you all. My buddy, John Israel, is the author and founder of The Mr. Thank You Project: A Journey to Elevate the Level of Gratitude on the Planet.... One Card at a Time. Over the course of a year, he wrote 5 thank you cards a day, EVERY day – that’s 1,825 handwritten thank you cards over the course of a year!!! His new book tells the story of the surpris...
Nov 22, 2018•1 hr 43 min•Ep. 53
In today’s conversation, I get to sit down with James Clear. James's career arc has had a few twists and turns along the way as he got his start as a travel photographer and has worked in over 30 countries. Today he focuses much of his time on writing and speaking having launched one of the most followed blogs on the internet at jamesclear.com - he also shares much of this wisdom out on Twitter and as of this recording has 110,000+ followers. In this conversation, we cover a number of topics, in...
Oct 17, 2018•1 hr 13 min•Ep. 52
