THE ULTIMATE ADVISOR PODCAST

Weekly Insights to Help You Craft the Ultimate Advising Practice

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EPISODE 57:

How To Be An Effective Leader During Times Of Adversity - Transparency

In this episode of The Ultimate Advisor Podcast, we kick off a three week series, discussing the ways you can be an effective leader during these times of adversity. In today’s episode, we talk about the importance of being transparent in your business. We go over some of the ways you can maximize how you show up for your team, share your vision and goals, and ultimately build  your confidence as a leader. So, push PLAY and join us as we delve into being transparent during times of adversity and taking your team and leadership to the next level!

EPISODE 56:

A Sneak Peek Into The Ultimate Advisor Summit - Level Up Your Culture with Brittany Anderson

In this episode of The Ultimate Advisor Podcast, we round out our two part special, sharing excerpts from our recent virtual event, The Ultimate Advisor Summit. In today’s episode, we listen to Brittany’s presentation on culture. In the presentation, Brittany goes over a simple process and strategies to get the most out of the abilities of your team and create the culture of your dreams, allowing you to scale your business, drive revenue, and maximize fulfillment for you and your team. So, push PLAY and join us as we take a sneak peek into our 5-day virtual Summit, and learn more about the ways you can level up your culture and upscale your business!

EPISODE 55:

A Sneak Peek Into The Ultimate Advisor Summit - Advisor Marketing with Draye Redfern

In this episode of The Ultimate Advisor Podcast, we kick off a two part special, sharing excerpts from our recent virtual event, The Ultimate Advisor Summit. In today’s episode, we listen to Draye’s presentation on Advisor Marketing. In the presentation, Draye talks about some of the ways you can automate and scale your practice with more authority and certainty through effective marketing strategies and processes. So, push PLAY and join us as we take a sneak peak into our 5-day virtual Summit, and learn more about implementing marketing strategies to take your practice to the next level!

EPISODE 54:

Accelerating Growth In Times of Adversity - Embrace Marketing

In this episode of The Ultimate Advisor Podcast, We jump into the final part of our three week series, discussing ways to accelerate growth during times of adversity. In today’s episode, we focus on the topic of embracing marketing. We discuss the importance of increasing and investing in your marketing, as well as reframing your messaging to appeal to clients that you can help and ultimately stop from making fear based decisions. We also share some effective marketing strategies, tools, and resources you can implement to differentiate your business, add value, and appeal to what people need. So, push PLAY and join us as we delve into taking advantage of this opportunity and embracing marketing to experience exponential growth during times of adversity!

EPISODE 53:

Accelerating Growth In Times of Adversity - Adding Value to Your Clients

In this episode of The Ultimate Advisor Podcast, We jump into part two of our  three week series, discussing ways to accelerate growth during times of adversity. In today’s episode, we focus on the topic of adding value to your prospects and clients. We discuss the importance of communication and showing up with confidence for your clients during these difficult times. We also go over effective strategies and processes you can implement to differentiate your business to appeal to what people need and are looking for. We also share our current ongoing virtual event, the Ultimate Advisor Summit, where you can learn more about optimizing your financial practice during this time of economic uncertainty. So, push PLAY and join us as we delve into thriving in times of adversity by adding value to your clients!

EPISODE 52:

Accelerating Growth In Times of Adversity - Mind Over Matter

In this episode of The Ultimate Advisor Podcast, We kick off our one year anniversary with a three week series, discussing ways to accelerate growth during times of adversity. In today’s episode, we talk about the importance and benefits of practicing gratitude and having a positive mindset to make new decisions, as well as frame your relationships with your clients and team. We go over some of the thought processes and routines you can put into place to continue to remain focused and positive during hard times. We also share our upcoming virtual event, the Ultimate Advisor Summit, where you can learn more about optimizing your financial practice during this time of economic uncertainty. So, push PLAY and join us as we delve into getting focused and positive to thrive in times of adversity!

EPISODE 51:

Mastering Tough Conversations with David Wood

In this episode of The Ultimate Advisor Podcast, Brittany sits down with David Wood, founder of Play for Real. We discuss the importance of personal development to grow in your business and your personal life. We discuss the benefits of clearly defining and showing up every day as your authentic self, as well as getting comfortable with stepping out of your comfort zone by having tough conversations. David shares his unique, in depth, four step process on getting clarity and implementing those tough conversations. So, push PLAY and join us as we delve into mastering tough conversations to grow you relationships and upscale your business!

EPISODE 50:

Transform Your Practice with Brian Heckert

In this episode of The Ultimate Advisor Podcast, Bryan sits down with special guest, Brian Heckert from FSM Wealth. Brian share’s the story of his firm’s transformational growth, as well as some of the unique strategies and processes that continue to play a crucial role in their differentiation, forward momentum and success. We talk about the importance of building a strong and reliable staff and having resources that you can depend on to keep things moving even when you’re not there.We also discuss the benefits of surrounding yourself with people that share similar values that will push and help you grow in the study group concept. So, push PLAY and join us as we delve into the many ways you can transform and upscale your business!

EPISODE 49:

Telling Your Story with Chris Smith

In this episode of The Ultimate Advisor Podcast, we sit down with a really special guest, Chris Smith of The Campfire Effect. We discuss the importance and benefits of telling your business's story of who you are, where you came from, what you stand for, and what makes you unique. Chris shares his process and tips for helping advisors align with their story, clearly define what differentiates them as a business, as well as create the customer experience. So, push PLAY and join us as we delve into the power of story messaging to level up your business!

EPISODE 48:

Become a Warrior of Your Business with Chris Sajnog

In this episode of The Ultimate Advisor Podcast, we sit down with the famous best selling author and navy seal master firearms instructor, Chris Sajnog. Chris shares his powerful story on how he was able to overcome hardship and use his life experiences to level up and build his business. We go over the importance of identifying your value, surrounding yourself with the right people, and mastering your mindset to shape all aspects of your life. Chris also shares his beliefs and strategies for personal, team, and business growth. So, push PLAY and join us as we delve into leveling up and becoming a warrior of your business!

EPISODE 47:

Creating a Positive Mindset Equals Creating a Positive Culture - Surround Yourself with Positive People

In this episode of The Ultimate Advisor Podcast, we round out our 3 part series, discussing the importance of having, crafting and controlling a positive mindset to create a positive culture in your business. In the third part of our three part series, we jump into the importance of surrounding yourself with positive like minded individuals. We talk about the ways you can eliminate negative thoughts and client relationships to create a positive environment in your business. We also discuss the benefits of joining a mastermind group to surround yourself with big thinking, like minded individuals. So, push PLAY and join us as we delve into creating a positive environment to upscale your business!

EPISODE 46:

Creating a Positive Mindset Equals Creating a Positive Culture - Focus on Gratitude

In this episode of The Ultimate Advisor Podcast, we continue our 3 part series, discussing the importance of having, crafting and controlling a positive mindset to create a positive culture in your business. In part two of this three part series, we address the power of focusing on gratitude. We talk about the benefits of recognizing and expressing gratitude every day, as well as the impact this will have on yourself and your environment. We discuss some of the ways you can implement gratitude in your daily routine and business. So, push PLAY and join us as we delve into being intentional with gratitude in every opportunity to create a positive culture and level up your business!

EPISODE 45:

Creating a Positive Mindset Equals Creating a Positive Culture - Decide

In this episode of The Ultimate Advisor Podcast, we jump into a 3 part series, discussing the importance of having, crafting and controlling a positive mindset to create a positive culture in your business. In part one of this three part series, we address the power of deciding to have a positive mindset. We talk about the benefits of showing up with a positive mindset for your clients, team, and business to create forward momentum! We also go over ways that you can kick start and maintain a positive mindset daily. So, push PLAY and join us as we delve into deciding to have a positive mindset to create your positive culture and take your business to the next level!

EPISODE 44:

Mastering Your Client Relationships with John Moshides

In this episode of The Ultimate Advisor Podcast, we sit down with the President of Moshides Financial Group, John Moshides . We discuss the benefits of showing an interest and connecting with your clients. We go over the importance of bringing value to your clients vision. John also shares his own unique processes, strategies and resources for building client relationships as well as personal growth. So, push PLAY and join us as we delve into mastering YOUR client relationships and upscaling your business!

EPISODE 43:

Grow Your Business Through Your Client Relationships  With Don Connelly

In this episode of The Ultimate Advisor Podcast, we sit down with one of the nations most successful speakers, motivators, and mentors in the financial industry, Don Connelly. We talk about the importance of building your client relationship through trust and authenticity, and how this can create tremendous value to your business.  We discuss fundamental basics, marketing strategies, and trends to differentiate and upscale your business. Don also shares some of his own strategies, as well as his 24/7 learning platform. So, push PLAY and join us as we delve into exceeding your clients expectations, standing out in your competitive market, and taking your business to the next level!

EPISODE 42:

Q&A Series Part Three - How Do I Break Through This Ceiling Of Complexity

In this episode of The Ultimate Advisor Podcast, we dive into the third  question in our 3 part Q&A series. In this week’s session, we address the question: How do I break through this ceiling of complexity? We discuss the importance of embracing new opportunities, thoughts and concepts to grow and upscale your business. We go over Dan Sullivan’s concept of asking who, not how, as well as the many benefits of implementing this in your business strategy. So, push PLAY and join us as we delve into breaking through your ceiling of complexity and taking your business to it’s next level!

EPISODE 41:

Q&A Series Part Two - Where Do I Start With Marketing?

In this episode of The Ultimate Advisor Podcast, we jump into the second question in our 3 part Q&A series. In this week’s session, we address the question: Where do I start with marketing? We talk about how having a clear vision on what you want your business to look like will essentially help you make the best marketing decisions. We discuss the importance of starting with a singular action marketing strategy so that you do not fall into the Shiny Object Syndrome trap. We go over some of the unique marketing techniques you can use to differentiate your business from its competition. So, push PLAY and join us as we dive into generating more referrals, clients, and revenue with a clear and effective marketing plan!

EPISODE 40:

Q&A Series Part One - Where Do I Find Good People?

In this episode of The Ultimate Advisor Podcast, we jump into a 3 part Q&A series, discussing the 3 most common questions asked by our audience, mastermind, and coaching members. In this week's session, we address the first question: Where do I find good people? We talk about the importance of getting clear on the vision of your company first, and how this will differentiate your business and get the right people in the right seats! We also discuss effective marketing strategies when hiring for your company. So, push PLAY and join us as we delve into building your A team that aligns with your vivid vision!

EPISODE 39:

Trust Your Vision

In this episode of The Ultimate Advisor Podcast, we discuss the many benefits of having an unwavering vision of what you want your business to be, and the type of client you want to serve . We talk about how getting clear and trusting in your vision will differentiate your company in a competitive market as well as make your marketing efforts easier too. So, push PLAY and join us as we delve into standing out in a competitive market by trusting in your vivid vision and upscaling your business!

EPISODE 38:

Upscaling Your Practice with Stephen Wershing

In this episode of The Ultimate Advisor Podcast, we talk with Stephen Wershing of The Client Driven Practice. We discuss the ways you can improve your advisory practice through finding your niche, and implementing successful marketing practices. Stephen shares his own unique method on gaining referrals through a client advisory board. So, push PLAY and join us as we delve into applying the right practices, concepts, resources, and processes to generate more loyal clients and upscale your business!

EPISODE 37:

New Year, New You

In this episode of The Ultimate Advisor Podcast, we discuss the ways you can achieve your new business goals in 2020. We talk about the importance of getting comfortable with change, as well as the simple tweaks you can make to take your business to it’s next level. So, push PLAY and join us as we delve into making your business EVEN BETTER by reaching your New Year’s goals!

EPISODE 36:

Getting Laser Focused With Brandon Kawal

In this episode of The Ultimate Advisor Podcast, we discuss the benefits of being laser focused on your business growth and mission with Brandon Kawal from Advisor Growth Strategies. We talk about the ways to differentiate your business, keep the needle moving, and execute your mandate. Brandon shares a lot of his own experiences and advice on the important aspects of the Financial Advisor business. So, push PLAY and join us as we delve into getting laser focused on your business development in 2020!

EPISODE 35:

You vs. Them or You vs. You

In this episode of The Ultimate Advisor Podcast, we jump into the importance of creating your own definition of success. We talk about the benefits of focusing on your own goals, records, and all over business versus the negatives of falling into the comparison of others . So, push PLAY and join us as we delve into focusing on being EVEN BETTER than YOURSELF and ultimately grow your business!

EPISODE 34:

Becoming A Master Of Your Niche With Jim Dew

In this episode of The Ultimate Advisor Podcast, we discuss the importance of clearly defining your niche with Jim Dew with Jim Dew Wealth Management. Jim shares his own journey and perspective on mastering your niche through a clear vision and marketing strategy . So, push PLAY and join us as we delve into getting laser focused on YOUR niche to ultimately upscale and grow your business!

EPISODE 33:

Always Looking To Do More And Do Better For Clients, Their Team And Business Overall

In this episode of The Ultimate Advisor Podcast, we finish out our 12 part series on the top characteristics of top financial advisors . In part twelve, we talk about the importance of never accepting the status quo and always looking for ways to improve and grow. We discuss how creating this culture spills into all aspects of your business and keeps things moving forward.  So, push PLAY and join us as we delve into creating an even better experience for you, your team, your clients, and overall business!

EPISODE 32:

Embrace Fiduciary Mindset Wholeheartedly - Always Putting Clients' Needs First

In this episode of The Ultimate Advisor Podcast, we break down the fiduciary concept and how this ties  into your marketing plan and overall practice. We discuss the importance of always acting with your client’s best interest at heart, and provide tools and strategies to gain further momentum.  So, push PLAY and join us as we delve into the ways you can embrace YOUR fiduciary mindset to provide stand-out, top quality service and gain more loyal clients and business!

EPISODE 31:

They And Their Partners Are Closely Aligned In Terms Of Their Goals And Visions - Ensuring The Ship Is Always Steering In One Direction - Forward

In this episode of The Ultimate Advisor Podcast, we jump back into our 12 part series on the top characteristics of top financial advisors . In part ten, we talk about the importance of aligning your marketing message around your vivid vision, as well as putting the right people in the right seats to move you towards that clearly aligned picture.  So, push PLAY and join us as we delve into how you can ensure your ship is always steering forward towards YOUR vivid vision!

EPISODE 30:

How To Become A Micro-influencer With Matt Halloran

In this episode of The Ultimate Advisor Podcast, we take a pause from our 12 part series for a very special interview with Matt Halloran of Top Advisor Marketing. Matt is also a podcasting guru and the author of “The Social Media Handbook for Financial Advisors”. We discuss the ways you can elevate and upscale your business through differentiation, owning your marketing niche, avoiding “shiny object syndrome”, and podcasts. So, push PLAY and join us as we guide you down the right path to having more success in your financial services practice!

EPISODE 29:

Have A Strong Support Team Including Solid Next Gen Talent - Business Continuity Is Always Forefront

In this episode of The Ultimate Advisor Podcast, we kick off the ninth part of our 12 part series on the top characteristics of top financial advisors . In part nine, we discuss the importance and benefits of having a continuity plan and a talented team to carry on your vision.  So, push PLAY and join us as we delve into how you can ensure your business and clients are always taken care of by creating YOUR strong support team!

EPISODE 28:

Act More Like A Business Than A Practice - Focused On Building Enterprise Value

In this episode of The Ultimate Advisor Podcast, we jump into the eighth part of our 12 part series on the top characteristics of top financial advisors . In part eight, we discuss the benefits of acting like a business and focusing on the building aspect  through your team, system, and processes. So, push PLAY and join us as we delve into shifting your practice into your business!

EPISODE 27:

Open-Minded And Never Let Their Thinking Become Insular - Surround Themselves With Big Thinkers Who Help Change Their Perspective

In this episode of The Ultimate Advisor Podcast, we dive into the seventh part of our 12 part series on the top characteristics of top financial advisors . In part seven, we discuss how surrounding yourself with the right group of people will expose you to new ideas, push you to step outside of the box, and ultimately propel you forward past the status quo.  So, push PLAY and join us as we delve into the benefits of thinking big with the right people to grow and better your business!

EPISODE 26:

Individualists - Intolerant of Bureaucratic Inefficiencies

In this episode of The Ultimate Advisor Podcast, we jump into the sixth part of our 12 part series on the top characteristics of top financial advisors . In part six, we discuss the importance of talking to the right people, having the right conversations, being open to change, and setting the stage on all ends of your business.  So, push PLAY and join us as we delve into how top advisors push past inefficiencies and forward toward success!

EPISODE 25:

Self-Confident and Self-Motivated

In this episode of The Ultimate Advisor Podcast, we kick off the fifth part of our 12 part series on the top characteristics of top financial advisors . In part five, we discuss the importance of being a confident, self starter with the constant desire to succeed to help propel you forward, motivate your team, and achieve more success.  So, push PLAY and join us as we delve into utilizing YOUR self confidence and motivation to grow and better your business!

EPISODE 24:

Flexible And Open To Change

In this episode of The Ultimate Advisor Podcast, we dive into the fourth part of our 12 part series on the top characteristics of top financial advisors . In part four, we discuss the importance of challenging yourself to try new things, as well as being flexible in your methodologies in order to capitalize on your business.  So, push PLAY and join us as we delve into embracing change and flexibility to maximize your value, and grow your business!

EPISODE 23:

Growth Mindset

In this episode of The Ultimate Advisor Podcast, we jump into the third part of our 12 part series on the characteristics of top financial advisors . In part three, we discuss the importance of having a positive, growth mindset, along with the right people, to confidently take action and push through the struggle.  So, push PLAY and join us as we delve into using your growth mindset, the right people, innovation, and implementation to keep your business growing!

EPISODE 22:

Being Long-Term Greedy

In this episode of The Ultimate Advisor Podcast, we kick off the second part of our 12 part series on the top characteristics of top financial advisors . In part two, we discuss the importance of keeping the long term gain in focus as well as investing back in your business no matter where you’re at in the process.  So, push PLAY and join us as we delve into being long term greedy to grow your business and keep your success rate pushing forward!

EPISODE 21:

Top Advisors are Forward Thinking and Big Picture Focused

In this episode of The Ultimate Advisor Podcast, we kick off our 12 part series on the top characteristics of top financial advisors . In part one, we discuss the importance of having the right mindset, getting comfortable with uncertainty, as well as keeping the big final picture in focus to create a clear target to aim for.  So, push PLAY and join us as we delve into setting yourself apart and up for success through the power of forward thinking and a vivid vision!

EPISODE 20:

The Places That Make You Better And Level Up Your Advising Practice

In this episode of The Ultimate Advisor Podcast, we jump into the final part of our four part series that focuses on WHO versus HOW. We discuss the importance of joining the right mastermind to help you think outside of the box, strengthen your weaknesses, and catapult you into the future.  So, push PLAY and join us as we delve into finding YOUR mastermind to support you, level you up, and grow your business!

EPISODE 19:

Pick Your ONE Who

In this episode of The Ultimate Advisor Podcast, we jump into part three of our four part series that focuses on WHO versus HOW. We discuss the importance of focusing on the idea with the most exponential and finding the right person to help you get there.  So, push PLAY and join us as we delve into discovering your one key initiative and picking the ONE who for YOU!

EPISODE 18:

What Got You Here Won’t Get You There

In this episode of The Ultimate Advisor Podcast, we jump into part two of our four part series that focuses on WHO versus HOW. We discuss how to evolve your business by letting go of some past habits, involvements, as well as learning to say no to what no longer serves you.  So, push PLAY and join us as we delve into defining your next level growth and how to get there!

EPISODE 17:

Mindset Matters & How To Find Your Edge

In this episode of The Ultimate Advisor Podcast, We start off a 4 part series that focuses on WHO versus HOW. We discuss the ways you can stand out with the right mindset and people in your corner.  So, push PLAY and join us as we delve into how shifting your mindset to positive, forward thinking can help you from becoming complacent and grow your business!

EPISODE 16:

Sell the Destination, Not the Plan - Insights from the Founder & CEO of the go-to-copy-writing agency for some of the most elite entrepreneurs

In this episode of The Ultimate Advisor Podcast, We focus on how you can change the trajectory of your business with the right copy. We discuss the ways you can craft the right copy that will meet your ideal clients needs and have them more likely to move towards your offer.  So, push PLAY and join us as we delve into how to turn more prospects into clients by selling the destination and not the plan!

EPISODE 15:

Surprise & Delight - Differentiation

In this episode of The Ultimate Advisor Podcast, We focus on how you can set your firm apart through differentiation to create something unique that your team and clients won’t get elsewhere. We discuss how implementing this gifting strategy through tools such as referability can greatly set you apart from the others.  So, push PLAY and join us as we delve into how to use the power of surprise and delight through differentiation to stand out , and grow your business!

EPISODE 14:

Reviews and Reputation Management For Financial Advisors

In this episode of The Ultimate Advisor Podcast, We focus on how you can maximize your reviews as well as manage your reputation through the online platform. We discuss how essential it is to focus on your target demographic, stay true to your clients, and minimize the amount of exceptions you make to maximize your online reviews and keep your reputation in good standing.  So, push PLAY and join us as we delve into how to bring in more positive reviews, manage your reputation, and grow your business!

EPISODE 13:

How to Have a Financial Advising Website That Converts More Prospects to Clients

In this episode of The Ultimate Advisor Podcast, We focus on ways to turn more prospects into happy clients through a financial advising website. We discuss the ways you can draw in, capture, and educate potential clients by having all the key elements, information, and marketing tools. So, push PLAY and join us as we delve into how to bring in more clients and grow your business through a financial advising website.

EPISODE 12:

How To 10x Yourself

In this episode of The Ultimate Advisor Podcast, We focus on ways to 10x yourself and business. We discuss the benefits of the power of technology for automation and marketing to put you in multiple places at once, as well as strongly impact your business growth and clientele. So, push PLAY and join us as we delve into how to use Technology in your favor to 10x yourself and grow your business.

EPISODE 11:

How To Automatically Nurture Your Clients and Prospects

In this episode of The Ultimate Advisor Podcast, We focus on getting to know your prospects. We discuss the benefits of a nurturing sequence and building rapport with potential clients and prospects alike so that they feel more comfortable, engage, and are more likely to hire you. So, push PLAY and join us as we delve into how to use a nurturing sequence to make potential clients comfortable and build your relationship.

EPISODE 10:

Automate Your Avatar

In this episode of The Ultimate Advisor Podcast, we focus on how you can essentially position your messaging to attract more clients you enjoy and repel the others. We discuss automating the communication with your avatar so you can induce more rapport, add value, and garner reciprocity. So, push PLAY and join us as we delve into how to become crystal clear on who you serve.

EPISODE 9:

Becoming Crystal Clear On Who You Serve

In this episode of The Ultimate Advisor Podcast, we focus on who you can best serve in your niche or market that best fits your service model and the offerings that you provide. We discuss defining your avatar and developing the mindset needed in order to say yes to your ideal client and no to everyone else that does not fit. So, push PLAY and join us as we delve into how to become crystal clear on who you serve.

EPISODE 8:

Building a Meaningful Brand​

In this episode of The Ultimate Advisor Podcast, we focus on differentiation and why you need to make it a priority when building a meaningful brand. We discuss leading with value when serving clients and why you should share your story with your clients. So push PLAY and join us as we delve into all of the strategies and tactics to help you build a meaningful brand.

EPISODE 7:

Getting The Right Butts In The Right Seats

In this episode of The Ultimate Advisor Podcast, we focus on how to develop a hiring practice that brings in high quality people into your practice. We will discuss why having a killer job description is incredibly important. We will also touch on some of the hoops you can make prospects jump through so you can weed out the ones who will not be a good fit early on. So push PLAY and join us as we delve into all of the strategies and tactics to help you get the right butts in the right seats.

EPISODE 6:

Surround Yourself With Big Thinkers

In this episode of The Ultimate Advisor Podcast, we discuss why it is important to surround yourself with big thinkers who generate, create, and produce great ideas that lead to breakthrough results. This process is collaborative. Surrounding yourself with people who think differently than you and challenge you will push you to think outside the box, and this is where the magic happens. So push PLAY and join us as we delve into how to level up your business by surrounding yourself with other big thinkers.

EPISODE 5:

Why Is Marketing Important?

In this episode of The Ultime Advisor Podcast, we discuss why marketing is important and how you limit yourself when you rely solely on referrals. How do you reach people that don't know you, people that aren't your clients, that aren't getting introduced to you? How do you reach those other interesting people that can benefit from the work that you do and also be aware of the services that you offer? Push PLAY and let us walk you through why marketing is important and how you can use it to grow your practice.

EPISODE 4:

Why Have An Implementor

In this episode of The Ultimate Advisor Podcast, we discuss why having a second in command in your office to help you facilitate all of your visionary ideas is so important. We will delve into why having someone who can relay information and get the team engaged in making those ideas a reality is such an asset. So push PLAY and let us walk you though why you should have an implementer.

EPISODE 3:

How to Make It About Them... NOT YOU!

In this episode of The Ultimate Advisor Podcast, we discuss how to make your marketing and messaging impactful by focusing on your target audience. We will also discuss the importance of your messaging strategy. So push PLAY and let us walk you through how to make it about them and not you.

EPISODE 2:

Where To Start With Marketing as a Financial Advisor

In this episode of The Ultimate Advisor Podcast we discuss a variety of ways that we think you can use marketing to differentiate yourself in a way that isn't overwhelming. We will discuss how you can create a clear and easy action plan to get started today. So push PLAY and let us walk you through where to start with marketing.

EPISODE 1:

Why We're Doing This

Welcome to the first episode of the Ultimate Advisor Podcast. In this introductory episode, we will share why we decided to create this podcast and walk through what it takes to become an Ultimate Advisor. Throughout the following episodes we will share various strategies and tactics you can implement in your financial advising practice. So push PLAY and let us walk you through what it takes to become an Ultimate Advisor.

ABOUT THE

PODCAST

The Ultimate Advisor Podcast was specifically created to help financial advisors unlock their ultimate potential by providing invaluable information and resources to improve your income, and the management, marketing and operations of your financial advising practice

The Ultimate Advisor podcast is a business podcast for financial advisors who are looking to grow their advising practices with greater ease and effectiveness. Ultimate Advisor was developed to help financial advisors master their marketing, sell their services with greater authority, generate repeat clients, and additional revenue in their business.

 

Each week, your hosts Draye Redfern, Bryan Sweet, and Brittany Anderson will share some of the closest guarded secrets from successful financial advising practices across the U.S.  

YOUR HOSTS:

DRAYE REDFERN

Draye is the founder of Redfern Media, a direct response marketing agency that helps professionals to improve their marketing, attract new clients, generate more referrals and consistently "WOW" their clients. 

BRYAN SWEET

Founder of Sweet Financial, CEO, Wealth Advisor, RJFS,  Creator of The Dream Architect™

Co-founder of Dare to Dream Enterprises

Creator of Elite Wealth Advisor Symposium

Author of 3 books – Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To, Imagine. Act. Inspire. A Daily Journal and Give & Grow: Proven Strategies for Starting an Running and Effective Study Group

BRITTANY ANDERSON

Director of Operations at Sweet Financial, Office Manager, RJFS,  Co-founder of Dare to Dream Enterprises Author of two books – Imagine. Act. Inspire. A Daily Journal & Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To

© Copyrights by Ultimate Advisor. All Rights Reserved.

Ultimate Advisor is NOT a financial advising firm and does not provide financial services.