THE ULTIMATE ADVISOR PODCAST

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EPISODE 84:

Add Value To Your Business With Steve Sanduski

In this episode of The Ultimate Advisor Podcast, Brittany sits down with co-founder and CEO of ROL Advisor, Steve Sanduski.  We go over many practical methodologies and processes that you can implement to differentiate your business, break past ceilings of complexity, and stand out in a forever changing, competitive market. We discuss the importance of being vulnerable, getting to know, and connecting with your prospects and clients, as well as putting the focus on the discovery of your client’s wants, needs, and overall journey. Steve shares some of his tangible tools, ideologies, and frameworks to help move beyond the numbers and into defining your story, becoming more relatable, and developing your client relationships even deeper so that you can help them prepare and get the most out of their finances throughout all life stages. So, push PLAY and join us as we dive into adding immense value and differentiation to level up your business!

EPISODE 83:

Set Yourself Up To End The Year Strong - Create A Clear Vision For The Future

In this episode of The Ultimate Advisor Podcast, we round out our exclusive three part series, going over the ways that you can set your business up for success and end your year strong. In today’s episode, we talk about  the importance of setting a forward focus and vision for your business past the 12-31 deadline.  We discuss the ways implementing a 3 year look forward plan will allow you to focus on the things that matter to round out the year, while breaking through ceilings of complexity, creating 90 day focus items, and ultimately setting a forward vision. Bryan and Brittany share their experience on how living in 90 day increments, creating weekly inspiration emails for their team, and going off site for the end of the year planning has made a positive impact and difference in their business. Lastly, we stress the importance of focusing on the gain, rather than the gap, to give you positive, forward momentum going into the new year. So, push PLAY and join us as we delve into feeling confident, positive, and strong going into the new year by creating a clear, forward vision for your business!

EPISODE 82:

Set Yourself Up To End The Year Strong - Tie Up Loose Ends

In this episode of The Ultimate Advisor Podcast, we jump into part two of our exclusive three part series, going over the ways that you can set your business up for success and end your year strong. In today’s episode, we talk about the necessity to assess your business to essentially get things off your checklist while you’re rounding out the year.  We discuss the importance of implementing a planning platform that allows you to focus on your 3 big action items, while adding structure and gaining traction in your business . We also go over the many benefits of finding a space outside of the office for you and your team to plan for the new year. So, push PLAY and join us as we dive into having an even greater, successful new year, by tying up loose ends, honing in on your key initiatives, and leveling up your business!

EPISODE 81:

Set Yourself Up To End The Year Strong - Stay Focused

In this episode of The Ultimate Advisor Podcast, we kick off another exclusive three part series, discussing the ways that you can set your business up for success and end your year strong. In today’s episode, we talk about the importance of spending the next 90 days honing in on the top 3 accomplishments that would give you and your business the biggest catalyst into growth and success.  We go over some systems and methodologies that you can implement to maintain consistent focus and momentum in any 90 day increment and throughout the new year. We also share some examples of resources that you can use to help you think at the most optimal levels throughout the day and focus on the things that you’re good at so that you can delegate the rest. So, push PLAY and join us as we delve into finishing your year strong by gaining confidence, peace of mind, and ultimately success by staying focused!

EPISODE 80:

Level Up Your Speaking With Joel Weldon

In this episode of The Ultimate Advisor Podcast, Brittany sits down with hall of fame speaker, Joel Weldon. In today’s episode, we talk about the ways you can take your one on one communication skills with your prospects, clients, and team to an even higher level. We discuss the importance of getting connected with your audience and clearly identifying their needs. We go over implementing a simple, yet powerful speaking system in your practice like Joel’s “Ultimate Speaking System”, that will allow you to clearly summarize and express your message that addresses your ideal clients wants and needs while saving you time, stress, and money. So, push PLAY and join us as we dive into gaining confidence and results by leveling up speaking and ultimately your business!

EPISODE 79:

A Sneak Peek Into The Ultimate Advisor Summit - Become a Preeminent Professional With Jay Abraham

In this episode of The Ultimate Advisor Podcast, we share another impactful session from our virtual event, The Ultimate Advisor Summit. In today’s episode, we listen to a special excerpt on the strategies of a preeminent professional from guest speaker, Jay Abraham. Jay Abraham is a Strategic Marketing Expert, Author, and the America’s Highest Paid Marketing Consultant. He is the founder and CEO of The Abraham Group, Inc., and is recognized as one of the world’s most successful/impactful marketing strategists, business innovators, entrepreneurial advisors/mentors, and masters of revenue and performance enhancement and acceleration. So, push PLAY and join us as we take another exclusive sneak peek into our 5-day virtual Summit, and learn more about implementing a simple yet powerful strategy to generate more loyal, happy clients and ultimately transform your business!

EPISODE 78:

A Few Key Tips To Simple Marketing Tactics In Your Business - Talk Up Your Team​

In this episode of The Ultimate Advisor Podcast, we round out our three part series, getting back to the basics to discuss simple marketing tips that you can implement in your business now to attract your ideal clients. In today’s episode, we discuss the opportunities you have to differentiate and grow your business through marketing your team.  We talk about the importance of assessing your team to ensure they deliver and are congruent with your business. We go over the benefits of implementing marketing strategies where you can talk about your team’s capabilities. We discuss the tagging marketing concept, and share some examples of how we have used this  to market and lift up our own team members. So, push PLAY and join us as we jump into differentiating and upscaling your business by building up and talking about your team!

EPISODE 77:

A Few Key Tips To Simple Marketing Tactics In Your Business - Live In Congruency​

In this episode of The Ultimate Advisor Podcast, we dive into part two of our three part series, getting back to the basics to discuss simple marketing tips that you can implement in your business now to attract your ideal clients. In today’s episode, we discuss the topic of living in complete congruency in your business to who you are as a person to attract the right clients and deliver excellence on your service.  We talk about the importance of assessing your business to identify your core values, close any gaps or incongruencies, and upscale your client experience. We share some indirect marketing examples of congruency in our own business that has allowed us to create differentiation and a meaningful impact on our clients. So, push PLAY and join us as we delve into setting the bar high in your business by operating from a place of congruency to get connected, over promise, over deliver, and level up your business!

EPISODE 76:

A Few Key Tips To Simple Marketing Tactics In Your Business - Focus On The Problem, Not The Solution​

In this episode of The Ultimate Advisor Podcast, we kick off a three part series, getting back to the basics to discuss simple marketing tips that you can implement in your business now to attract your ideal clients. In today’s episode, we discuss the importance of addressing the problems your prospects and clients are facing, rather than focusing on your process and the end solution. We go over how you can use this thought process to market your business to attract the clients with the problems you can solve, versus the ones that may not be the right fit. We share some of the ways you can differentiate your business, add value, and create possibilities by building an unique process and marketing strategy that allows you to go deeper, address the core problems, and get connected with your clients. So, push PLAY and join us as we dive deep into taking your business to the next level, and ultimately generating more loyal, valuable clients by getting connected and focusing on the problem, not the solution!

EPISODE 74:

How To Make Your Business Stand Out - How To Process With Clear Expectations​

In this episode of The Ultimate Advisor Podcast, we round out our four part series, discussing the ways that you can take a holistic approach and make your business stand out to your ideal prospects and clients. In today’s episode, we talk about the importance of having a unique process with very clear expectations in your business, to prevent turnover and create a memorable experience and impact on your clients.  We discuss the key points of creating a process that targets your ideal client, while implementing effective marketing strategies to create traction, produce results, and ultimately continue the success of your business. Bryan and Brittany share their own processes that they’ve implemented in their business to create expanded capabilities, opportunities, and relationships with their clients. So, push PLAY and join us as we dive into creating a unique, effective process with crystal clear expectations to solidify your client relationships, and level up your business!

EPISODE 73:

How To Make Your Business Stand Out - Be Unique

In this episode of The Ultimate Advisor Podcast, we jump into part three of our four part series, discussing the ways that you can take a holistic approach and make your business stand out to your ideal prospects and clients. In today’s episode, we go over doing things outside of the status quo to stand out, make a big impression, and show your prospects and clients who you are, and that you care. We talk about the importance of finding opportunities, like sharing your story, to build connections with your clients. We discuss some of the ways you can take singular actions to create unique identifiers for you and your brand and deliver value in your business. So, push PLAY and join us as we delve into finding your niche, getting connected to your clients, and standing out in a competitive market!

EPISODE 72:

How To Make Your Business Stand Out - Be A Mission With A Business Vs. A Business With A Mission​

In this episode of The Ultimate Advisor Podcast, we dive into part two of our four part series, discussing the ways that you can take a holistic approach and make your business stand out to your ideal prospects and clients. In today’s episode, we discuss the importance of thinking outside the box and clearly defining your mission, as well as making it the center of your business and energy focus. We talk about making power moves and implementing Cause Marketing to positively impact your prospects and clients, fuel your mission, and differentiate your business. We share some of our own methodologies and strategies we use to stand out in the way we share our mission with our prospects and clients. So, push PLAY and join us as we jump into living for a purpose, being unique, and upscaling your business by being a mission with a business vs a business with a mission!

EPISODE 71:

How To Make Your Business Stand Out - Hire Only The Best

In this episode of The Ultimate Advisor Podcast, we kick off a four part series, discussing the ways that you can take a holistic approach and make your business stand out to your ideal prospects. In today’s episode, we talk about the importance of hiring the right team behind you to create a positive impact on your prospects and clients, and differentiate your business. We talk about the significance of checking in with your clients to improve your service and relationships. We share some powerful methodologies and processes you can implement to add value to your team members and hone in and sharpen their skills. So, push PLAY and join us as we delve into putting practices in place to create the right team for your business, provide excellent service, and ultimately upscale your business!

EPISODE 70:

Adding The Wow Factor To Your Client Base​

In this episode of The Ultimate Advisor Podcast, we focus on helping you get creative to add the wow factor to your client base. We discuss the importance of finding your polarity to attract your ideal clients, and some of the ways you can connect and continue to develop those relationships to add value. We share some processes and methodologies you can implement to virtually impact those clients, and differentiate your business from other advisors. So, push PLAY and join us as we jump into creating your wow factor client experience by connecting, impacting, and adding value to your client base!

EPISODE 69:

Continue To Grow Your Business During Challenging Times - Allocating Your Resources

In this episode of The Ultimate Advisor Podcast, we round out our three part series, discussing fresh business building ideas to help you continue to focus on the positive, while escalating your business during these challenging times. In today’s episode, we talk about the importance of setting yourself up to do more, while making decisions based on logic rather than emotions when you start feeling pressures in your business. We discuss some of the ways that you can compress your margins, and more value, and get ahead. We share some resources and marketing strategies that you can implement to gain traction and stand out during the difficult times. So, push PLAY and join us as we delve into allocating your resources to continue to serve and add value to your clients, and ultimately grow your business!

EPISODE 68:

Continue To Grow Your Business During Challenging Times - Leading With Value

In this episode of The Ultimate Advisor Podcast, we jump back into our three part series, discussing fresh business building ideas to help you continue to focus on the positive, while escalating your business during these challenging times. In today’s episode, we focus on adding value to your prospects and existing clients to gain their trust and ultimately make them feel like they matter. We discuss the importance of getting clear on who you serve and the problems you solve. We go over some of the ways you can add personalization while being intentional in all of your marketing and prospecting efforts. So, push PLAY and join us as we delve into leading with value to break through ceilings of complexity and upscale your business!

EPISODE 67:

Continue To Grow Your Business During Challenging Times - Taking Care Of Your Clients

In this episode of The Ultimate Advisor Podcast, we kick off a special three part series, discussing fresh business building ideas to help you continue to focus on the positive, while escalating your business during these challenging times. In today’s episode, we focus on the foundation of your business and the ones who have gotten you where you are today, your clients. We discuss the importance of putting your client first, and ultimately creating a wow factor experience to differentiate your business. We go over some of the ways you can empower your team members to take care of your clients and make them feel like they matter. Draye, Bryan, and Brittany also share some of their own strategies and processes that you can implement to improve the client experience.  So, push PLAY and join us as we delve into creating the ultimate client experience to drive in more referrals and upscale your business during these times of adversity!

EPISODE 66:

A Client First Service Series - Create Service While Creating Vision While Being Intentional About It With Automation

In this episode of The Ultimate Advisor Podcast, we round out our three part series with Bryan and Draye, discussing the ways you can elevate your client service, improve your interactions, get positive reactions, and ultimately take you to the next level with your prospects and clients. In today’s episode, we talk about how you can create the vision for your level of customer service, and how you can be intentional about executing it in an automated fashion. We discuss the importance of exerting positivity and listening to your clients, to take your level of service to the next level and create a clear path of what your client wants. We go over some of the ways you can automate and systemize your client experience to consistently meet and exceed your client’s wants and needs. Draye and Bryan share some of their own processes they implement to automate their human interactions, and upscale their level of service.  So, push PLAY and join us as we delve into intentionally creating and executing the vision for your level of customer service to target and attract more of your ideal client, generate more referrals, and ultimately elevate your business!

EPISODE 65:

A Client First Service Series - Create An Experience​

In this episode of The Ultimate Advisor Podcast, we jump right back into our three part series with Bryan and Draye, discussing the ways you can elevate your client service, improve your interactions, get positive reactions, and ultimately take you to the next level with your prospects and clients. In today’s episode, we talk about how you can create a memorable experience with your clients, as well as craft opportunities to talk about your business. We discuss the importance of starting the relationship off with your client on the right foot, and some of the ways you can get to know them better, make them feel comfortable, and create that memorable experience. Bryan and Draye share some of their own strategies and processes that they implement to create the best experience for their own clients. So, push PLAY and join us as we delve into elevating your experience with your clients, getting more referrals, and ultimately growing your business!

EPISODE 63:

Insights with the Original Referral Coach Bill Cates -  Part 3

In this episode of The Ultimate Advisor Podcast, we round out our three part interview special with the original referral coach, Bill Cates. Bill shares some of his amazing content and methodologies to help grow your referrals, turn more prospects into clients, and ultimately grow your business. In today’s episode, we continue our discussion on radical relevance and sharpening your marketing message. Bill goes over some more of his rules on radical relevance and how you can apply them in your business to create value and differentiation. We also go over some exercises and methodologies you can implement to define your client-focused why, refine your value proposition, perfect your relevant message, and become more referable. So, push PLAY and join us as we delve into defining your why, perfecting your message, adding value to your clients and ultimately making strides in your business!

EPISODE 61:

Insights with the Original Referral Coach Bill Cates -  Part 1

In this episode of The Ultimate Advisor Podcast, we kick off a three part interview special with the original referral coach, Bill Cates. Bill shares some of his amazing content and methodologies to help grow your referrals, turn more prospects into clients, and ultimately grow your business. In today’s episode, we discuss Bill’s Perpetual Revenue System, and how you can implement it in your business to turn the referral into an introduction with a new prospect, and ultimately turn them into a high value client. We go over some of the ways you can use engagement, leverage, and connection to create a continued flow and keep your clients happy. Bill also shares his free guide on a proactive approach to create exponential growth with your advocates and referrals. So, push PLAY and join us as we delve into generating more referrals, happy clients, and exponential growth in your business!

EPISODE 60:

Becoming Your Future Self with Dr. Benjamin Hardy​

In this episode of The Ultimate Advisor Podcast, We sit down with organizational psychologist and bestselling author, Dr. Benjamin Hardy. We discuss the importance of framing who you want to be based on your future self. Benjamin shares some of his insights and methods on goal setting, investments, decision fatigue, and forcing functions. We also talk about the release of Benjamin’s new book, Personality Isn’t Permanent, where he provides more in depth bold strategies for personal transformation. So, push PLAY and join us as we delve into upgrading your identity and success by becoming your future self!

EPISODE 57:

How To Be An Effective Leader During Times Of Adversity - Leading With 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 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 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 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 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 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 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 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 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 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 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