THE ULTIMATE ADVISOR PODCAST

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EPISODE 117:

Growing Your Business Despite Your Demographics

In this episode of The Ultimate Advisor Podcast, we wrap up part 3 of the mini-series on how to grow your business despite your demographics. Today’s episode focuses on the importance of mindset and the choices we make every day that affect our long-term vision. We discuss how important it is to reflect on progress made and use that progress as a stepping stone to achieve your company's goals. So push PLAY and join us as we discuss the importance of nurturing relationships with your employees!

 

 

EPISODE 116:

Training Your Team to Align With Your Vision

In this episode of The Ultimate Advisor Podcast, we discuss the importance of training your team to be solely focused on the greater vision. Today’s episode focuses on the importance of having your team all working towards the firm's mission and steps on how to nurture them along the way. We dive into how training your team from the ground up is crucial to developing the long-term firm's vision and goals.  So push PLAY and join us as we discuss the importance of nurturing relationships with your employees!

 

EPISODE 115:

Reframing Your Relationships and Expectations

In this episode of The Ultimate Advisor Podcast, we dive into the concept of growing your business by working on your client's needs and finding what they lack. Today’s episode is focused on the importance of nurturing your relationships with clients and exceeding their expectations. We look at the significance of setting time frames and expectations for your client to establish confidence in the relationship. So push PLAY and join us as we discuss the importance of developing relationships with your clients!

 

EPISODE 114:

The Dangers of Doing It All Yourself

In this episode of The Ultimate Advisor Podcast, we dive into the final part of the four-episode series in which we discuss what holds us back from success in our business. Today’s episode is focused on the importance of building a strong team around you to avoid burnout. We take a look at different strategies we can implement to help us find the correct team and how to delegate what is on our plate. We also discuss the book, “Who not How,” by Benjamin Hardy, which has strategies to help us surround ourselves with the correct team. So push PLAY and join us as we discuss the dangers of doing it all yourself and the importance of building the best team!

 

EPISODE 113:

A Lacking Sales Process

In this episode of The Ultimate Advisor Podcast, we dive into part three of the four-episode series in which we discuss what holds us back from success in our business. Today's episode is focused on the sales process and the idea of becoming comfortable with the uncomfortable. We go over the importance of uncovering your prospects' pain points and the importance a conversation will have during the sales process. So push PLAY and join us as we discuss the best tools to revamp your sales process!

EPISODE 112:

Not Investing In Ourselves

In this episode of The Ultimate Advisor Podcast, we dive into part two of the four-episode series in which we discuss what holds us back from success in our business. In today’s episode, we talk about how are not investing in ourselves. Our team discusses strategies to implement to help invest in the future of our business, employees, and ourselves. We discuss the different aspects of our lives that all play a major role in our success. So push PLAY and let us walk you through how to invest in yourself!

EPISODE 111:

What Holds Us Back From Success In Our Business

In this episode of The Ultimate Advisor Podcast, we start a four episode series in which we discuss what holds us back from success in our business . In today’s episode, we talk about how fear can get in the way of the success we are capable of. Our team dives down deep on taking advantage of the correct opportunities and learning to let go of opportunities that will not serve us. We discuss the importance of facing fears and encouraging your team to do the same. So push PLAY and let us walk you through how to overcome your fear & use it to your advantage!

EPISODE 110:

Embracing & Embodying Your Strengths With Stephani Lucas

In this episode of The Ultimate Advisor Podcast, we sit down with Stephanie Lucas, the founder, and CEO of the Annuity Consultants and co-founder and CFO of Spiritual Masochist. In today’s episode, we talk about Stephani’s journey and how she got into her industry. We talk about how her passion from an early age to help agents and advisors to market their business, branding, and get in front of clients helped launch her Annuity Consultants business 11 years ago. We discuss how she struggled with alcoholism and how her decision to get sober in 2013 changed her life. We also touch on how changing from the inside out can help you better serve and bring value to clients. So, push PLAY and join us as we delve into the mind of a CEO & CFO.

EPISODE 109:

Shaping Entrepreneurs Into Leaders With Dan Sullivan

In this episode of The Ultimate Advisor Podcast, we sit down with the visionary Dan Sullivan, the Founder and President of Strategic Coach. In today’s episode, we talk about how Dan shaped the way entrepreneurs look at executing collaboration. We discuss the significance of looking for opportunities in tough situations. Lastly, Dan discusses his desire from an early age to coach people and how he developed his business process. So, push PLAY and join us as we delve into the mind of a gifted conceptual thinker!

EPISODE 108:

Selling & Thriving In A Virtual World

In this episode of The Ultimate Advisor Podcast, we round out our special four-week treat, focusing on striving and selling in a virtual world. In today's episode, we talk about the importance of investing in your technology. We discuss the significance of embracing the virtual world. We also touch on how important it is to expand your reach, marketing, who you serve, and how you serve. So, push PLAY and join us as we delve into how you can find ways to control your environment to be successful in a virtual world!

EPISODE 107:

Staying On The Front Lines

In this episode of The Ultimate Advisor Podcast, we get into part three of our four-week journey, focusing on staying on the front lines. In today’s episode, we talk about the importance of creating your list of people to stay in touch with. We discuss the significance of maximizing your CRM (customer relationship management) capabilities. We also touch on how important it is to do something that stands out. So, push PLAY and join us as we delve into how you can find ways to stay on the front lines of your business!

EPISODE 106:

Taking Action

In this episode of The Ultimate Advisor Podcast, we get into part two of our four-week journey, focusing on the “tag”, or talking about the good. In today’s episode, we talk about the importance of deciding what your focus should be and where your energy is best spent. We discuss the significance of deciding who you can tag in your company. We also touch on how important it is to eliminate your limiting beliefs. So, push PLAY and join us as we delve into how you can find ways to talk about the good!

EPISODE 105:

Taking Action

In this episode of The Ultimate Advisor Podcast, we jump right into another exclusive, four-part series focusing on taking action. In today’s episode, we discuss how to reshape your initial meeting/discovery process. We also discuss the importance of deciding where it is that you add the most value that means something to your clients. Lastly, we go over the importance of utilizing your second in command in order to get things done. So push PLAY and let us walk you through different ways you can take action within your practice!

EPISODE 104:

Pursue What Sets Your Soul On Fire

In this episode of The Ultimate Advisor Podcast, we get into part four of our four-week journey, focusing on finding opportunities for growth in your failure. In today’s episode, we talk about the importance of finding out what you were put on this planet to serve and lean into.  We discuss the significance of defining your true norm. We also touch on doing the work to get to the core of your “why”.  So push PLAY and join us as we delve into how you can pursue what sets your soul on fire!

EPISODE 103:

Keep Your Focus

In this episode of The Ultimate Advisor Podcast, we get into part three of our four-week journey, focusing on finding opportunities for growth in your failure. In today’s episode, we talk about the importance of defining your joy. We discuss the significance of discovering the aspects in your life that are currently detracting you from your greatest potential. We also touch on how important it is to develop an evening routine. So, push PLAY and join us as we delve into how you can keep your focus!

EPISODE 102:

Seeing Failure As An Opportunity For Growth

In this episode of The Ultimate Advisor Podcast, we get into part two of our four-week journey, focusing on finding opportunities for growth in your failure. In today’s episode, we talk about the importance of defining what success looks like to you. We discuss the significance of not resisting failure & letting your fears work for you. We also touch on how important it is to surround yourself with the right people who don’t believe failure is the end all be all. So, push PLAY and join us as we delve into how you can overcome your fears!

EPISODE 99:

Best & Simplest Top Business Tips - Run It Like An Actual Business

In this episode of The Ultimate Advisor Podcast, we get into part three of our four-week journey, focusing on simple & practical business tips. In today’s episode, we talk about creating your vision for what you want your company to be. We discuss the significance of finding technology that lets you create killer workflows, having a service model and streamlined methodologies for reaching out to prospects. We also go over the importance of hiring people before you actually need them, and the benefits of living in 90 day increments. So, push PLAY and join us as we delve into strategies on how to run it like an actual business!

EPISODE 98:

Best & Simplest Top Business Tips - Paying Attention To The Small Stuff

In this episode of The Ultimate Advisor Podcast, we get into part two of our four week journey, focusing on simple & practical business tips. In today’s episode, we talk about the importance of setting the standard for your office & how appearance is everything in the eyes of the prospects/clients. We discuss the significance of having a clear and clean space, especially when new prospects/clients come to visit. We also go over key CRM processes & workflows that will help you emphasize even the small things. So, push PLAY and join us as we delve into how you can create wins across the board by paying attention to the small things!

EPISODE 97:

Best & Simplest Top Business Tips - Creating an Immediate Unique Experience

In this episode of The Ultimate Advisor Podcast, we jump right into an exclusive, four week series focusing on simple & practical business tips. In today’s episode, we talk about the importance of first impressions and how this can apply to experiences at a business.  We discuss the ways to create a visual appeal when one first walks into your office. We share some strategies that you can implement to improve your experience for your customers/clients. Lastly, we go over how you can differentiate yourself by creating a first-class experience with a quality team and the benefits of “tagging”. So, push PLAY and join us as we dive into how you can attract and retain those quality prospects!

EPISODE 96:

Creating a Wow Experience for Your Clients - Surprise & Delight

In this episode of The Ultimate Advisor Podcast, we round out our special three week treat, focusing on what it means to create a wow experience for your clients. In our final episode of this series, we talk about ways to surprise and delight your customers/clients. We discuss the perfect times of the year to give gifts to your customers/clients that will help you stand out from the rest. Lastly, we went over the importance of finding the perfect person to be in charge of surprising and delighting your customers/clients. So push PLAY and let us walk you through how to differentiate yourself from the rest of the competition!

EPISODE 95:

Creating a Wow Experience for Your Clients - Know Your Clients

In this episode of The Ultimate Advisor Podcast, we get into part two of our three week journey, focusing on what it means to create a wow experience for your clients. In today’s episode, we talk about the importance of knowing who your clients are and who you’re best set to serve. We discuss relationship tips that will help you get to the core of your clients and discover how this will impact the growth of your company, the growth of your team & the capabilities/services you provide. We also go over key mindsets that will help you really get to the core of who they’re as a human. So, push PLAY and join us as we delve into understanding your client’s state of mind!

EPISODE 94:

Creating a Wow Experience for Your Clients - Determine Your Value System

In this episode of The Ultimate Advisor Podcast, we jump right into another exclusive, three part series focusing on what it means to create a wow experience for your clients. The first topic that we discuss is how you can determine your value system and how this foundational activity truly lays the groundwork to create the wow factor. We discuss the importance of hiring the right people who have the same values from the start. We also go over the importance of aligning yourself with other people who’re going to carry out your mission and your vision. So push PLAY and let us walk you through how to make the values of your organization evident to your ideal clients/customers, and ensure your employees share your value system and are a good culture fit.

EPISODE 93:

Looking Back At Our Favorite Episodes - Draye's Favorite Episode, Where To Start With Marketing As A Financial Advisor

In this episode of The Ultimate Advisor Podcast, we round out our special three week treat, taking a look back on our host’s favorite episodes. In our final episode of this series, Draye shares his favorite episode from our earlier days, episode 2, Where To Start With Marketing As A Financial Advisor.  In episode two, we discussed a variety of ways to use bold marketing strategies to differentiate your practice in an impactful way that isn't overwhelming. We went over 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 to bring you confidence, peace of mind, and ultimately upscale your business!

EPISODE 92:

Looking Back At Our Favorite Episodes - Bryan's Favorite Episode, Creating a Positive Mindset Equals Creating a Positive Culture - Decide

In this episode of The Ultimate Advisor Podcast, we jump right back into our special three week treat, taking a look back on our host’s favorite episodes. In part two, Bryan shares his favorite episode, episode 45, Creating a Positive Mindset Equals Creating a Positive Culture - Decide. In episode 45 we addressed 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 91:

Looking Back At Our Favorite Episodes - Brittany's Favorite Episode, You vs. Them or You vs. You

In this episode of The Ultimate Advisor Podcast, we kick off a special three week treat, taking a look back on our host’s favorite episodes. In part one, Brittany shares her favorite episode, episode 35, You vs. Them or You vs. You. In episode 35 we discussed the importance of creating your own definition of success. We talked 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 Brittany’s favorite episode, and get focused on being EVEN BETTER than YOURSELF and ultimately start taking things to the next level in your life and overall business!

EPISODE 90:

Avoiding The Shiny Object Syndrome With David Wood​

In this episode of The Ultimate Advisor Podcast, Brittany sits down with a returning special guest, David Wood, founder of Play for Real(focus.ceo). In today’s episode, we listen as David shares how the shiny object syndrome has affected him in his business, and how he was able to overcome this and gain even more pivotal progress. We discuss the importance of focusing on what is most important in your business and life to stay on track and ultimately achieve real progress and improvement. David shares powerful modules, and strategies he’s been following and you can implement in an effective way to focus on one concrete target market, stay on task, and continue to gain forward momentum, so that you can work smarter, be more productive, and have time to do more of what you love.  So, push PLAY and join us as we get laser focused on investing time in yourself, your growth, and ultimately your business!

EPISODE 89:

A Sneak Peek Into Our Fall Ultimate Advisor Mastermind - Creating A Purpose Driven Life With Andre Norman​

In this episode of The Ultimate Advisor Podcast, we jump into an exclusive special, sharing a session from our recent fall Mastermind event with international speaker and The Ambassador Of Hope, Andre Norman. In today’s episode, we listen as Andre shares his own success story of how he was able to completely change his life around, and how he overcame poverty, gangs, and prison. Now, Andre travels all around the world to different agencies, aiding them in leadership development. He tells us about his program “The Academy of Hope”, that can help inspire you, instill hope, and define your purpose. So, push PLAY and join us as we take a sneak peek into our Ultimate Advisor Mastermind, and learn more about how you can uncover your purpose and destination and ultimately upscale your life!

EPISODE 88:

Your Life. Stored And Secured With Michelle And Jon Braddock

In this episode of The Ultimate Advisor Podcast, Brittany sits down with founders and creators of “My Life & Wishes”, Michelle and Jon Braddock. Jon and Michelle tell us about their secure online platform for full end of life planning. Michelle shares the story of having to deal with picking up the pieces while grieving the loss of her father, and how this helped to create and mold “My Life & Wishes.” We discuss the ways this platform will help to eliminate added stress, time, and aggravation for your clients' loved ones by storing and recording all their final wishes and documents following their death. We talk about how this platform can be used as a huge differentiator for your business by allowing you to communicate from a heart centered place and have those deep conversations with your clients, ultimately adding value to your relationships and overall business.  So, push PLAY and join us as we jump into standing out in a competitive market by taking your business to the next level with “My Life & Wishes”!

EPISODE 87:

Health, Wealth, And Happiness - Happiness

In this episode of The Ultimate Advisor Podcast, we round out our three part series, focusing on your health, wealth, and happiness, and how these factors play a crucial role in the growth of your business. In today’s episode, we talk about the importance of clearly defining what sparks your soul while finding the silver lining during challenging times to shift your thought process, remember why you started, and ultimately achieve happiness. We discuss some methodologies and processes that you can implement to recognize and focus on gratitude and commit to your true bliss. We also go over the importance of building in a system to mitigate your ruts, eliminate baggage, and maintain a high mental state. So, push PLAY and join us as we delve into defining and committing to your happiness!

EPISODE 86:

Health, Wealth, And Happiness - Wealth​