081: Robert Glazer on Elevating Your Team and Creating a High Performing Company Culture
Brad Johnson | Podcast by Financial Coach & Investment Consultant
by Brad Johnson & Robert Glazer
4y ago
In today’s conversation, I’m speaking with Robert Glazer. Bob is the CEO of Acceleration Partners, a global affiliate agency trusted by some of the world’s top brands to manage their partner marketing programs. In addition to serving their clients at the highest level, Acceleration Partners has built a reputation on being known for their incredible company culture, and they’ve been recognized globally with culture awards year after year. In fact, Bob was ranked #2 on Glassdoor’s list of Top CEO of Small & Medium Companies in the US. Bob is also the author of Elevate: Push Beyond Your Limit ..read more
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080: The Virtual FA Series™: Commander Kirk Lippold on USS Cole Al-Qaeda Attack & How to Lead in Times of Crisis
Brad Johnson | Podcast by Financial Coach & Investment Consultant
by Brad Johnson & Kirk Lippold
4y ago
In today’s conversation, I’m speaking with Commander Kirk Lippold. Commander Kirk was the commanding officer of the USS Cole, a Navy warship attacked by Al-Qaeda 11 months before the events of September 11, 2001.  As financial advisors living through COVID-19, not only is it important to focus on the technical aspect of meeting with clients virtually, but also the mental side of dealing with the current pandemic. Asking ourselves questions like "What mindset is required to help us all navigate these interesting times?" Much of today's conversation speaks directly to that. How to take acti ..read more
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079: Maria Konnikova on The Psychology of High-Stakes Poker and How it Applies to Financial Services
Brad Johnson | Podcast by Financial Coach & Investment Consultant
by Brad Johnson & Maria Konnikova
4y ago
In today’s conversation, I’m talking to Maria Konnikova. Maria holds a PhD in psychology, is a writer for The New Yorker, and is a 2x NY Times Bestseller as the author of Mastermind and The Confidence Game. In her newest book, The Biggest Bluff, she tells the story of her deep dive into the world of professional poker with mentor and Poker Hall of Famer, Erik Seidel. Over the course of her studies, she went from the idea of planning a 1 year project, as an observer and student trying to understand the psychology of professional poker (while mentoring under Erik Seidel ..read more
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078: The Virtual FA Series™: Simon Bowen on How to Use Visual “Whiteboarding” Models to Simplify the Complex
Brad Johnson | Podcast by Financial Coach & Investment Consultant
by Brad Johnson & Simon Bowen
4y ago
In today’s episode of “The Virtual Advisor Series,” I’m talking to Simon Bowen. Simon is the creator of the Models Method and one of the world’s foremost experts on how to create effective sales diagrams and models. He has worked with leading digital marketers, CEOs, speakers, and consultants to help them gain clarity, truly understand their businesses and spike their conversion rates. Simon has also led all his sales and client conversations via Zoom for years, making his expertise especially valuable now that almost all of us are quickly learning how to run digital businesses. Today, Simon j ..read more
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077: The Virtual FA Series™ - Ryan Levesque on Using The ASK Method® to Build a List of Ideal Prospects and How to Choose Your Niche
Brad Johnson | Podcast by Financial Coach & Investment Consultant
by Brad Johnson & Ryan Levesque
4y ago
In today’s conversation, I’m speaking with Ryan Levesque. Ryan is the CEO of The ASK Method® Company, and the #1 national best-selling author of Ask, which was named by Inc. as the #1 Marketing Book of the Year. His work has been featured in the Wall Street Journal, USA Today, Forbes, and Entrepreneur, and over 250,000 entrepreneurs subscribe to his email newsletter offering business advice. Ryan also worked in financial services selling to ultra high net worth individuals, so he knows a lot about the challenges and circumstances unique to our industry. For those of you looking to improve your ..read more
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076: The Virtual Advisor Series: Adapting from Seminars to Webinars, What Stays the Same & What Changes with Pat Quinn
Brad Johnson | Podcast by Financial Coach & Investment Consultant
by Brad Johnson & Pat Quinn
4y ago
In today’s episode of “The Virtual Advisor Series,” Pat Quinn returns to the podcast. Pat is a presentation coach and the head speaking trainer for Advance Your Reach. He has worked with some of the greatest speakers in the world including Daymond John, Grant Cardone, Dean Graziosi, Michael Hyatt, John Ruhlin, and has helped over 1000 financial advisors increase the effectiveness of their presentations. My previous conversation with Pat is one of the most listened to episodes in our archive, and people still tell me often how much his framework for successful presentations has helped them. Thi ..read more
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075: The Virtual Advisor Series: How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients with Joshua B. Lee
Brad Johnson | Podcast by Financial Coach & Investment Consultant
by Brad Johnson & Joshua B. Lee
4y ago
Welcome to The Elite Advisor Blueprint - The Podcast for World-Class Financial Advisors. I'm Brad Johnson, VP of Advisor Development at Advisors Excel, and it’s my goal to distill the best ideas and advice from top thought leaders and apply it to the world of independent financial advising. In today’s episode of “The Virtual Advisor Series,” I’m speaking with Joshua B. Lee. Joshua is a strategic growth coach, helping individuals to scale themselves with their company so they don’t scale themselves out of their company. Over the last decade, he has managed over $100 million in ad spend and cont ..read more
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031: DLynn Proctor on Wine Tasting 101 for Financial Advisors, Hosting Events for the Affluent & A Customer Service Lesson from The French Laundry
Brad Johnson | Podcast by Financial Coach & Investment Consultant
by Brad Johnson & DLynn Proctor
4y ago
Today, I’m talking with DLynn Proctor, who has over a decade of experience in the wine industry and is one of the foremost experts in the world of wine. He is a winemaking ambassador for Penfolds Americas in Napa, California and was featured in the internationally acclaimed wine documentary ‘SOMM’. Click Here to Download the "Hosting Your Own Wine Event 101 For Financial Advisors - Checklist and Timeline" Here are a just a handful of the things that you'll learn:  Wine Tasting 101 for the Independent Financial Advisor—How to taste a glass of wine without the fear of messing it up in fron ..read more
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030: Garrett Gunderson on Transitioning from Tragedy to NYTimes Bestseller, Attracting Business Owner Clients, & Modeling a Family Office Approach
Brad Johnson | Podcast by Financial Coach & Investment Consultant
by Brad Johnson & Garrett Gunderson
4y ago
Today, I’m talking with Garrett Gunderson, who is the Founder and Chief Wealth Architect of Wealth Factory, a company that’s breaking all the rules for how to work with business owners and high-growth entrepreneurs. Wealth Factory’s best described as a virtual Family Office and for you advisors looking for the secret formula for connecting with business owners, Garrett gives you all the tools in this conversation. He also happens to be a New York Times bestselling author of the book Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity. He’s become a good frie ..read more
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029: Jon Acuff on his New Book Finish, What he Learned Working with Dave Ramsey, & How to Serve Your Audience
Brad Johnson | Podcast by Financial Coach & Investment Consultant
by Brad Johnson - VP of Advisor Development at Advisors Excel / Financial Advisor Coach
4y ago
Jon Acuff is a New York Times Bestselling author, who for 19+ years, has been helping companies like Home Depot, Bose, Staples and even the Dave Ramsey team, tell their stories. He’s a well-known public speaker and his blogs have been read by millions of fans around the world. In this conversation, we dive deep into Jon’s 6th book — Finish: Give Yourself The Gift Of Done — which is not only extremely entertaining (it literally had me laughing out loud one night), but it is actually backed by science as well. And for you the busy financial advisor, who let’s be honest likely struggles to finish ..read more
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