Today I’m throwing in a bonus episode as this is a guest appearance I had on The Adviser Gap Podcast. It’s hosted by James Mousley and Sean Banks from, as they say, “across the pond” over in the UK. I continue to be blown away by the power and reach of podcasting as I connected with the two of them after they gave a few of my episodes a listen over in the UK.
They’ve created their podcast to address the lack of training out there to help paraplanners bridge the gap into a true financial planning role. This is a common problem in the US as well, as from my experience, most successful advisors were simply educated by the school of “hard knocks” and oftentimes have simply outlasted and out-marketed their competition.
So with that in mind, I thought it would be helpful to share this episode for both those paraplanners out there looking to make the transition to client-facing financial advisors, as well as those CEOs and Founders looking for a training track to develop and add new advisors to the team. I hope you find this episode helpful and for those firms out there facing this problem, be sure to search for The Adviser Gap podcast out there and give them a subscribe as James and Sean will be addressing this topic on each and every show!
Apply to attend The Catalyst LIVE event (expenses covered for qualified advisors). Visit BradleyJohnson.com/56
To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/56
Hal Elrod is back for round 2 on the podcast! If you're unfamiliar with Hal and his Miracle Morning book and the morning routine that’s created a movement for millions worldwide, be sure to check out our first conversation, it's Episode #32. Hal last joined the podcast back in 2017, it was literally his first interview since being diagnosed cancer free. Since then, in addition to finishing his new book (which we’ll dive deep into today), he’s also wrapped up a soon-to-be-released documentary on the Miracle Morning, he hosts his own podcast, speaks for audiences around the world, and flat out stays busier than anyone else I know... and that in less than two years since recovering from a life-threatening illness.
Most of what we cover today is on Hal’s latest book The Miracle Equation: The Two Decisions That Move Your Biggest Goals from Possible, to Probable, to Inevitable, which is officially live for purchase today. I’ve already read through, highlighted, and dogeared my pre-release copy and I’m looking forward to sharing Hal’s insights in this conversation. Even better, for those financial advisor authors out there, Hal walks through his behind the scenes book promotion strategy for Miracle Morning and how that’s evolved for his latest book, the best part being that most of it was done with no marketing budget!
Get a FREE copy of Hal Elrod’s new book The Miracle Equation: The Two Decisions That Move Your Biggest Goals from Possible, to Probable, to Inevitable (while supplies last)
Apply to attend The Catalyst LIVE event (expenses covered for qualified advisors)
To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/55
In today’s conversation, I’m humbled and blessed to be speaking with Phillip Stutts. Phillip is the founder and CEO of Go BIG Media and Win BIG Media, two award-winning, disruptive agencies that use political digital strategies to get major results for clients in and out of politics - including financial advisors. Phillip is also the author of Fire Them Now - an excellent new book that identifies the lies marketing agencies use to try to get (and keep) clients.
His book is full of powerful true stories about how to get advantages, even when your competition has name brand recognition and can outspend you. Our conversation today digs deep into what financial advisors can learn from politics, how to build the best possible version of your company, and the humbling experience that has changed Phillip’s life for the better.
Get Phillip’s free report The 3 Secrets You Need to Know Before You Hire (or Fire) a Marketing Company.
Happy Thanksgiving! On a day where we should sit back and reflect on all that we are thankful for, I am humbled to share this conversation with you all.
My buddy, John Israel, is the author and founder of The Mr. Thank You Project: A Journey to Elevate the Level of Gratitude on the Planet.... One Card at a Time. Over the course of a year, he wrote 5 thank you cards a day, EVERY day – that’s 1,825 handwritten thank you cards over the course of a year!!! His new book tells the story of the surprising and amazing things that happened along the way! It's easily one of the top books I've read in 2018 and if you're looking to learn how expressing gratitude - both personally and professionally - can make you a better financial advisor and a better person ... this episode is for you!
Get a free autographed copy of John's book The Mr. Thank You Project: A Journey to Elevate the Level of Gratitude on the Planet One Card at a Time
In today’s conversation, I get to sit down with James Clear. James's career arc has had a few twists and turns along the way as he got his start as a travel photographer and has worked in over 30 countries. Today he focuses much of his time on writing and speaking having launched one of the most followed blogs on the internet at jamesclear.com - he also shares much of this wisdom out on Twitter and as of this recording has 110,000+ followers. In this conversation, we cover a number of topics, including diving into his just released book, Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones, which covers mindset and the concepts behind the mental models that help to predict human behavior.
James’s work is very relevant for financial advisors - especially when it comes to talking about complex concepts, the many different emotions that influence decision making, and how to build trust with prospective clients in a world where we all struggle with information overload. I especially love James's philosophy of, "believing that you do not rise to the level of your goals. You fall to the level of your systems.” When I survey the landscape of the top performing advisors we work with who’ve made the leap from salesperson to CEO, I don’t know if there’s a statement that could ring more true than that one, as they all rely on systems… So, if you’re looking to grow your business or simply transform your daily routine for the better - today’s episode is a must-listen.
Get a free autographed copy of James Clear's book Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad. Plus, you'll get his bonus eBook "Transform Your Habits". Visit BradleyJohnson.com/52
To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/52
As the leader of AE Coach at Advisors Excel - Gina Rainey specializes in “total practice management” where she set out to help advisors bridge the gap between the process-driven brains of their employees and the quick start entrepreneurial mentality many independent advisors operate by. Over the last decade, she's helped offices struggling with high turnover and lack of structure become high-performing organizations, she’s empowered advisors to learn how to better utilize their time and revolutionize their business which has led them to grow like few others in this industry.
Gina’s fingerprints are on almost all of Advisors Excel's top performing practices, and there’s a reason for that. Today, she makes a long-overdue appearance on the podcast to talk about how she helps implement organizational change that leads to massive returns.
Apply to attend our next event (September 16-18) - which focuses on how financial advisors can make the leap from traditional old school marketing, to the digital frontier. And guess what, for qualified candidates, we'll cover your costs to attend, including flight, hotel and entrance to the event. To fill out an application, visit BradleyJohnson.com/thecatalyst
To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/51
I’m thrilled to speak with Hilary Hendershott, founder of Hilary Hendershott Wealth Management. She’s also the host of the Profit Boss Podcast, which has become her primary source for acquiring new clients. In fact, it’s worked so well, that she’s generated over $37M of new assets in the last 10 months!
She receives an average of 1 lead via her website per day, and is currently seeing 1 high net-worth lead - which she defines as $500,000 or more of investable assets - come in every 6-7 days, almost all of which reach out to her via her website after listening in to her weekly podcast.
So, if you want to know how podcasting can create authority, help develop trust, and connect you with people who would NEVER show up to a seminar - this episode is a must-listen.
Get Hilayr's "Profit Boss Prospect to Client Blueprint - Podcast Edition” flow chart - which is going to show you exactly how to convert podcast listeners into clients. Visit BradleyJohnson.com/50
If you want to find out how Advisors Excel’s #1 office 10X’d growth from $30M to $300M of annual assets gathered in less than 10 years, we’re going to share how. You can hear all about it by visiting BradleyJohnson.com/thecatalyst
To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/50
As the founder of Track That Advisor, Erica has created a business that solves one of the biggest problems I’ve seen financial advisors face over my last 11 years in this business… Here’s how the conversation typically goes:
I hop on a coaching call and the first thing the advisor asks is, “How do I get more qualified appointments on my calendar?”
My response: “How are your current marketing funnels working? What’s your cost per appointment? What’s your closing ratio per funnel? What’s your ROI per funnel on every dollar spent?”
Unfortunately the answer I get 99% of the time: “I have no idea. How would I track something like that?”
Enter Erica and Track That Advisor who specializes in just this, helping financial advisors track all the metrics that matter in their business. At this year’s Journey event, which is an event we host twice a year at Advisors Excel where our top offices open up their entire playbook and share all of the marketing, branding, and everything else that’s lead to their success, the theme I heard more than any other was, "Erica Pauly of Track That Advisor changed our business. She's amazing, her team is amazing, and basically our business is in a whole different place thanks to her.”
When I heard that from one office generating over $60 million of new assets each year, followed by an identical statement from a second office generating over $100 million annually, I knew I had to get Erica on the show.
Today, we discuss how financial advisors at every level can use data to work smarter - not harder. We explore how smaller firms can intelligently scale and make their first hires, as well as how larger firms can track their numbers to make sure each and every advisor on the team is performing at their optimal level. That and so much more!
To get Erica's FREE whitepaper "The 5 Metrics Financial Advisors Should Actually Be Tracking to Maximize Revenue" visit BradleyJohnson.com/49
Today's guest is New York Times bestselling author Greg McKeown. He’s the author of Essentialism: The Disciplined Pursuit of Less. This book quickly became one of my top reads of all-time as it truly spoke to me with something I've struggled with and I'm sure many of you have as well, balancing everything we want to do in business with the things that truly matter in life. I highlighted passage after passage, then I realized something… As financial advisors, if there’s one thing we need, it’s a book on what NOT to do and a framework to focus on the things that truly matter - and Greg has written just that book.
Greg has also spoken on NBC, NPR, and at countless companies across a variety of industries including Apple, Google, NFP Securities, and Goldman Sachs. He definitely knows a thing or two about helping financial advisors, as well as high net worth individuals - and his advice extends to almost anyone who has ever caught themselves struggling to make time for both their work and their personal life.
Today, we discuss why we trade off incredibly important things for less important ones. We explore why our world prioritizes working constantly and our obsession with the idea that you need to always be ON in order to be successful - and how you can have a fuller, happier life by focusing on what truly matters.
Get Greg’s Essentialism 21-Day Challenge, which you can use to start simplifying your life and becoming truly focused on what matters. Visit BradleyJohnson.com/48
To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/48
I’m thrilled to speak with my friend - and the best-dressed person I know - Pellegrino Castronovo, the owner of Pellegrino Castronovo Fitted Tailoring.
Pellegrino is a world renowned custom bespoke tailor who has fitted professional athletes in the NFL, NBA, NHL, and MLB, many of the top brass in Formula 1 racing, Sugar Ray Leonard, and many other notable celebrities.
Today, we discuss fashion tips for financial advisors. We get into the brilliant, yet simple things that you can do to market yourself and stand out in a “sea of sameness". As financial advisors, we can learn a lot from Pellegrino’s processes and insights.
As an added bonus, he's also offering a 20 minute, 1-on-1 virtual consult to help level up your style, so you can make your first impression a lasting impression! (offer available to the first 20 listeners who take advantage of it.)
To get access to today's show notes, transcript, and all the resources mentioned, visit BradleyJohnson.com/47