Tired of dreaming small? Learn how one advisor built his practice beyond $9.5 billion in AUM without a client in sight! On this episode, Jon Kuttin reveals how he removed himself from client work over a decade ago to focus fully on developing leadership within his enterprise. Hear his counterintuitive strategies for gaining the confidence to lead clients and advisors to their full potential. Discover how emphasizing servant leadership over sales helped scale his practice exponentially and earn a spot in the Barron's Hall of Fame. Kuttin will challenge you to see your clients and team in a new ..read more

Joe Lander is a former attorney and HR manager who is now the owner and CEO of Life You Live Coaching. Through his unique RESOLVE framework, Joe empowers successful leaders to create a meaningful legacy that makes a difference in the world. In this session, Joe will share his process for helping people discover their true purpose and live out their legacy. He will discuss practical tools for overcoming fear and limiting beliefs to pursue your biggest dreams. Joe will also reveal his "secret weapon" for anchoring your core beliefs so you can achieve next-level success and fulfillment. Don't mis ..read more

Welcome to the Ultimate Advisor Podcast! In this episode, Joel Weldon shares his expertise on effective communication for financial advisors. As a member of the Speaker's Hall of Fame who has coached over 10,000 speakers, Joel provides insights on how advisors can speak with impact by connecting authentically with their audience. He emphasizes the importance of understanding the audience's needs, fears and victories to frame your message effectively. Joel also offers tips for overcoming nerves when presenting, including ways to get comfortable with your topic and separate yourself from the mes ..read more

Get ready to sprinkle some sunshine into your day with the newest episode of Ultimate Advisor Podcast! Join the merry trio - Brittany, Bryan, and Draye - as they unwrap the gift of positivity. In this episode through the land of optimism, they'll share giggles, wisdom, and valuable insights on how keeping a skip in your step can brighten both your personal and professional adventures. So, grab your cup of cheer and join us in this exciting episode as they unwrap the secrets to a positively delightful advisory practice ..read more

Welcome to another inspiring episode of the Ultimate Advisor Podcast wherein Brittany Anderson interviews Dr. Kevin Kremer about his journey transitioning from a successful career in dentistry to focusing on leadership, mentorship and making a positive impact. Kevin shares valuable insights on discovering your purpose through contributing to others. He discusses the importance of aligning your values and maintaining a growth mindset that for sure you will learn practical tips for overcoming fear, embracing change and finding renewed motivation from. Kevin is the author of the upcoming book "Qu ..read more

How do the most successful advisors continue to grow their businesses year after year? Tune in to this episode of The Ultimate Advisor Podcast to learn about the habits of top performers and how continuous learning plays a key role. Our hosts, Brittany Anderson, Bryan Sweet and Draye Redfern discuss why lifelong and focused learning is so important for advisors looking to take their practices to the next level. You'll learn strategies for choosing focused areas of study, sharing valuable resources with clients and teams, and prioritizing your time effectively. Discover how implementing new ski ..read more

In this episode of The Ultimate Advisor Podcast - "Raising the Next Generation of Wealth: Teaching Kids Financial Skills for Life" - host Bryan Sweet sits down with family legacy expert Scott Donnell. Scott shares his experience developing programs like Gravy Stack and Dinner Table, which use hands-on learning to teach children vital money management skills. Scott outlines a better "home economy system" that gives children responsibilities like expenses to motivate them to earn, save, spend and share their own money wisely. For any parent or advisor interested in effectively educating the next ..read more

This episode of The Ultimate Advisor Podcast explores how to take control of your online reputation and reviews as a financial advisor. Brittany Anderson and Draye discuss the importance of identifying your ideal clients, vetting internal team members, and offering exceptional customer service to minimize risks and maximize positive reviews. Tune in to learn powerful strategies for reputation management within FINRA guidelines and hear how to attract more high-quality clients through an optimized online presence ..read more

Welcome to another episode of the Ultimate Advisor Podcast, where hosts Brittany Anderson, Bryan Sweet, and Draye Redfern discuss how to use fear as fuel for growth. They share personal stories of overcoming anxieties from their past careers and businesses. This insightful episode will help you face your fears and use anxiety as a driver for achieving goals. Learn how to channel nerves into growth and preparation, and understand client fears to provide solutions and build trust ..read more

Tired of the same old financial marketing that focuses on your credentials instead of your clients' needs? Join Brittany Anderson, Bryan Sweet and Draye Redfern as they discuss the key to growing your advisory practice: a client-centric approach. Discover specific techniques for listening to what's really important to your target audience and crafting messaging that speaks directly to their challenges, fears and goals. Tune in and walk away with practical strategies to shift your marketing mindset from talking about yourself to addressing clients' problems - and start seeing results from more ..read more