THE ULTIMATE ADVISOR PODCAST

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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​

In this episode of The Ultimate Advisor Podcast, we get into part two of our three week journey, 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 and understanding what wealth and a fulfilling life means to you, as well as planning for that future vision to ensure your culture is protected, your clients are taken care of, and your legacy is carried out as you transition out of your business and into the next phase of your life. We discuss the ways implementing a blueprint process will help you to clearly define what you want the future of your business and your life to look like, and the journey to get there. We share some of our own personal wealth building processes and impactful goals towards creating wealth and a fulfilling life. So, push PLAY and join us as we dive into making your life happen instead of letting it happen by planning for a fulfilling future!

EPISODE 85:

Health, Wealth, And Happiness - Health​

In this episode of The Ultimate Advisor Podcast, we jump right into another exclusive, three week 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 making yourself a priority and focusing on your health so that you can live into your purpose, maintain work-life balance, and reach your next level of growth.  We discuss the ways being dynamic and focusing on longevity planning can help differentiate yourself as an advisor, and stay relevant on being a resource for your clients beyond investment management. We share some tools and processes that you can implement to improve your health, while creating awareness and connections with your clients. Lastly, we go over the benefits of being accountable and setting targets around your health. So, push PLAY and join us as we dive into making yourself a priority, and focusing on your health to ensure you’re feeling your best and ultimately upscale your business!

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 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 75:

Discovering Your Value With Leo Pusateri

In this episode of The Ultimate Advisor Podcast, Bryan sits down with published author, president, and owner of Pusateri Consulting, Leo Pusateri . In today’s episode, we delve into Leo’s three part process of uncovering, pricing, and selling your value.  We discuss the importance of aligning yourself emotionally with your clients to help them feel confident and commit to you. We go over a series of unique questions you need to answer to differentiate your business, elevate your confidence, and pursue excellence in the way you articulate your value. We take a deeper dive into Leo’s material around how to go about pricing according to your value so that it’s fair, transparent, and consistent, as well as leveraging and scaling your value via attention and growth through each client. Leo talks about his program, The Sabbatical Experience, that he has developed for high performing professionals to come together to talk about important life issues, reach their full personal potential, and start living their legacy. So, push PLAY and join us as we jump into discovering your value to gain confidence, connect with your clients, create differentiation, and ultimately take your business to the next level!

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 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