THE ULTIMATE ADVISOR PODCAST

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EPISODE 101:

Making Fear Work For You

In this episode of The Ultimate Advisor Podcast, we jump right into another exclusive, four-part series focusing on what it means to make your fear work for you instead of consuming you. In today’s episode, we discuss how to dive into something you have zero certainties about with confidence. We also discuss the importance of actively pursuing different ventures/activities that scare you each week. Lastly, we go over the importance of understanding what your client's fears are and deciding how you can help your clients through their fears. So push PLAY and let us walk you through how to overcome your fear & use it to your advantage!

EPISODE 100:

Best & Simplest Top Business Tips - Under-promise & Over-deliver

In our 100th episode of The Ultimate Advisor Podcast, we round out our special four-week treat, focusing on simple & practical business tips. In our final episode of this series, we give a recap of what we’ve talked about over the last couple of weeks and give more context on implementation, growth opportunities & serving your clients. We also discuss the importance of setting expectations upfront with your team and your clients. Lastly, we went over the significance of being proactive when hiring & the “who not how” mentality. So push PLAY and join us as we walk you through what it means to under-promise and over-deliver!

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 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 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 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 64:

A Client First Service Series - Create Engage Clients, Your Business Depends On It

In this episode of The Ultimate Advisor Podcast, we kick off a 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 the benefits of engaging, checking in and getting to know your clients. We discuss the importance of finding ways to create an elevated standard in your practice, and also create avenues and systems to support your client base. We also go over some of the ways you and your team can be more open and caring to your client based. So, push PLAY and join us as we delve into upscaling your client service and ultimately your business by engaging with your clients!

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 62:

Insights with the Original Referral Coach Bill Cates -  Part 2

In this episode of The Ultimate Advisor Podcast, we jump right back into 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 discuss the importance of an introduction, as well as connecting, adding value, and creating an ongoing relationship with your prospects and clients. Bill shares some of his own strategies and processes on creating and messaging value after the introduction. We also talk about Bill’s new book, Radical Relevance, where you can learn more about finding the bullseye for your business and sharpening your marketing message to win more ideal clients. So, push PLAY and join us as we delve into cutting through the noise to attract the right clients, keep them engaged, and upscale 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 59:

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

In this episode of The Ultimate Advisor Podcast, we jump into the final part of our 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 leading by example in your business. We go over the benefits of being vulnerable with your team while leading with pure tenacity. We also share some insight and strategies to implement with your team to help them realize their potential, follow your example, and become even better. So, push PLAY and join us as we delve into leading by example to upscale your team and ultimately your business!

EPISODE 58:

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

In this episode of The Ultimate Advisor Podcast, we jump into part two of our 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 exuding confidence in your practice. We go over some of the ways you can enhance your confidence, show up with conviction, and change the dynamic with your clients, team, and overall business. So, push PLAY and join us as we delve into leading with confidence and upscaling your business during these times of adversity!

EPISODE 56:

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

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

EPISODE 55:

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

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

EPISODE 54:

Accelerating Growth In Times of Adversity - Embrace Marketing

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

EPISODE 53:

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

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

EPISODE 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 48:

Become a Warrior of Your Business with Chris Sajnog

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

EPISODE 47:

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

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

EPISODE 46:

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

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

EPISODE 45:

Creating a Positive Mindset Equals Creating a Positive Culture - Decide

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

EPISODE 44:

Mastering Your Client Relationships with John Moshides

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

EPISODE 43:

Grow Your Business Through Your Client Relationships  With Don Connelly

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

EPISODE 42:

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

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

EPISODE 41:

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

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

EPISODE 40:

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

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

EPISODE 39:

Trust Your Vision

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