The Elite Advisor Blueprint ®: The Podcast for World-Class Financial Advisors
About This Show
The Elite Advisor Blueprint is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent financial advising. Interviews with top thought leaders and industry experts, including Michael Hyatt, Ron Carson, Dan Sullivan, Donald Miller, Joey Coleman, Aaron Klein, John Ruhlin, Cameron Herold, Tucker Max and many more!
Brad Johnson is VP of Advisor Development at Advisors Excel and mentors a small group of the country’s most elite financial advisors. This group captured close to $1B of new assets last year and relies on Brad and his team to help them maximize their marketing ROI, streamline their client acquisition process, and run their business like a CEO - not a salesperson. It's very difficult to outperform the core group of associations you surround yourself with and the simple formula of focusing on the biggest and brightest financial advisors in the country and facilitating the ease of how ideas are shared among them has led to industry leading results.
Most Recent Episode
024 : Scott Harrison on Building charity water From The Ground Up, Crafting Compelling Stories, and How Radical Generosity Leads to True Happiness
Click here to check out the charity: water film! In this episode I talk with Scott Harrison, he’s the founder and CEO of charity: water, a charity that is just over a decade old and broke all the rules when it comes to how a charity should operate. This has lead to over a quarter of a billion dollars raised which has provided over 7 million people in less developed countries with clean water. Their goal is that some day every human on earth will have access to clean water. Today’s conversation is a little different as most episodes we focus on marketing, the client experience and other business building topics. Most of the conversation today relates to how to make an impact on the world around you and do the work that really matters. This is something I believe you all as financial advisors do on a daily basis, using that tool called money to help your clients create life experiences and leave a legacy behind for people or causes they love. Here are a just a few highlights from our conversation: We get into how radical generosity helped Scott understand true happiness and the secret to helping your clients experience it as well. Next we discuss the 3 things Scott did early on to blow up the traditional charity model that was revolutionary to how charities functioned at the time. This has led to charity water’s backing from the founders of Facebook, Twitter, and Spotify as well as a number of Hollywood’s who’s who. Then we cover the secret behind storytelling to create a movement and why sharing stories of failure leads to greater connection. Lastly, make sure you don’t miss little 9 year old Rachel’s story. HERE'S HOW YOU CAN HELP CHARITY: WATER Share the film which you can find on YouTube right here. Join "The Spring" movement by clicking here. Donate your next birthday for charity: water by clicking here. SHOW NOTES:
Rated 5 out of
I've listened to most of the shows and Brad does a great job bringing fantastic guests and delivering meaningful content. I just had my best January ever - coincidence? Maybe, but this show helps me up my game.
Date published: 2017-02-14
Rated 5 out of
Got more than was promised
I’ve listened to three Elite Advisor podcasts so far and the guests have been awesome. The value of their messages goes way beyond landing appointments or being a better advisor. Jon Vroman is no exception. His personality and the story of how he started Front Row Foundation made short work of an hour.
Not a Zero Sum Game:
• Vroman is an exceptionally generous person, but it isn't mere selflessness. “I’d rather have a quarter of a watermelon than half a grape,” Vroman says. I thought this was a particularly memorable quote that says when you focus on helping everybody else win first, you’ll win too. This episode pairs nicely with the John Ruhlin episode, which reinforces the idea of non-zero sum as a new firmware of the mind for nurturing relationships.
Speaking with impact through stories:
• “Storytelling reveals meaning without committing the error of defining it.” - Hannah Arendt. As an avid fiction reader, I can’t tell you what a bombshell this one is for me and how much it rings true. A good story transcends any need to explain “the moral”. Plato observed that the wisdom of the story is wiser than the playwright who wrote it. I will remember this then next time I sit for a job interview! Great stuff!
Consider your time is your life.
• I’m not altogether sure how to apply this lesson, but Vroman challenges the listener to think about your money and your time as your life. He used the old analogy of the marbles in a jar. Each day you move a marble from the “have” jar to the spent “jar” and watch your life disappear. It is indeed valuable to realize you only have so many marbles and you shouldn’t dare waste them. But the path to a life well spent is not linear, by Vroman’s own admission. Douglas Adams said, “I may not have gone where I intended to go, but I think I have ended up where I needed to be.“ I suppose I’ll take this as, you may not have a clear vision of where you are going. That’s okay. Each day, be the person you want to be; the vision will take care of itself. I’m not sure life is always that simple, but this seems worthy strategy for moving forward.
Great work, Brad and Jon!
Date published: 2017-03-12