Ignoring the Naysayers

In this episode of the Ultimate Advisor Podcast, we are going into part three of the four-part series where we take a deep dive into the habits of successful people. This week's episode highlights the importance of ignoring the naysayers about your business and removing the toxic people from your life. The more we downplay our own success and hard work the more of a disservice we cause for ourselves and it is even easier to do so if you have naysayers bringing you down. This episode will help you be able to dream big and continue down the path to success despite the limits people try to place on you. Press play to learn how to ignore negative people in your life and other successful habits that will help you achieve your goals!

Hiring Employees

In this episode of The Ultimate Advisor Podcast, we are going to hear from Draye and the importance of hiring the right employee. This podcast is a clip from a seminar Draye spoke at last year. This week's episode focuses on the importance of finding the right employees and how to avoid hiring people that do not fit the culture. We dive deep into different strategies you can use to find the correct employee and the importance of hiring someone Green to train them to perfectly fit into your company. Push play and get started learning strategies to hire the best employees!

The Power of NO

In this episode of the Ultimate Advisor Podcast, we are going into part two of the four-part series where we take a deep dive into the habits of successful people. This week's episode highlights the importance of the things we have to stop doing. If we can reduce the amount of things that bog us down, we can focus in on the three most important tasks at hand. We need to be able to say NO to certain tasks that will slow down our momentum and hold us back from being successful advisors. Press play to learn how to delegate these tasks and other successful habits that will help you achieve your goals!

Culture is Key

In this episode of The Ultimate Advisor Podcast, we are going to hear from Brittany and the importance of developing a company culture. This podcast is a clip from a talk Brittany gave at a conference last year. This week's episode takes a good look at the culture we already have in place and how we can implement different strategies to shape that culture to make our practice successful. We dive deep into what makes an employee a good fit for your company and the importance of continuing to live by your company's core values. Push play and get started learning strategies to foster culture and help your company's growth!

Habits of Successful People

In this episode of The Ultimate Advisor Podcast, we go back to the original formula and take a deep dive into the habits of successful people. This week's episode takes a good look at the habits we already have in place and how we can consistently continue learning successful habits to improve. We discuss the idea of habit stacking and how much more we can get done in the short 24 hours we have everyday. Push play and get started learning successful habits you can implement today!

How To Use Direct Mail to Engage Existing Clients and Acquire New Ones

In this episode of The Ultimate Advisor Podcast, we are going to change the pace moving forward by providing material that can only be seen by our active members twice a month. This weeks episode will be a recording from when Draye spoke at the Genius Network Meeting a few years back. Today’s episode focuses on the importance of Direct Mail and how we can nurture our existing clients with it while working to acquire new ones. We discuss how important it is to stand out and make a lasting impression with your clients and potential clients. So push PLAY and join us as we discuss the importance of Direct Mail and engaging with your existing clients. 

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!

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!

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!

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!

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!

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!

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!

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.

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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.

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!

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!

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!

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!

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!

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”!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

Getting Laser Focused With Brandon Kawal

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

You vs. Them or You vs. You

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

Being Long-Term Greedy

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

Top Advisors are Forward Thinking and Big Picture Focused

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

Why Is Marketing Important?

Most advisory practices have grown their business primarily relying on referrals. This is great because it means that you are effectively serving your clientele. However, you are leaving money on the table by not maximizing your efforts and exploring what marketing means to you and how it can help you grow your business.  In this episode of The Ultimate Advisor Podcast, we discuss why marketing is important and how you limit yourself when you rely solely on referrals. How do you reach people that don't know you, people that aren't your clients, that aren't getting introduced to you? How do you reach those other interesting people that can benefit from the work that you do and also be aware of the services that you offer? Push PLAY and let us walk you through why marketing is important and how you can use it to grow your practice.