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
018: Ian Cron on The 9 Personality Types and How Better Knowing Your Prospects Motivations Leads to Success
4 days ago
Click Here for Ian's Free Enneagram Cheat Sheet & Assessment! This week on Elite Advisor Blueprint, Ian Cron is here to talk about the Enneagram, an ancient personality typing system with an uncanny accuracy in describing how human beings are wired, both positively and negatively. Ian is a bestselling author, Enneagram teacher, nationally recognized speaker, psychotherapist, and Episcopal priest. His books include Chasing Francis, Jesus, My Father, the CIA, and Me and most recently, The Road Back to You: An Enneagram Journey to Self-Discovery. Ian draws on an array of disciplines—from psychology to the arts, Christian spirituality to theology—to help people enter more deeply into conversation with God and the mystery of their own lives. He and his wife, Anne, live in Nashville, Tennessee. In today’s conversation, Ian wastes no time getting to the heart of the content and shares each of the 9 Enneagram personality types, exploring why people think, feel and act the way they do and how we can apply this information to the world of financial advising. Here are a few highlights of what we covered: Ian shares a conversation he had with a friend who happens to run a hedge fund and how knowing a difficult clients Enneagram number, helped him better know how to communicate in their meetings. This eventually led to this client moving more of their assets to him. We cover the 9 Enneagram personality types and how they can help us recognize patterns of behavior in our prospects, clients, teams, spouses, or anyone else we may encounter. We get to why self-awareness may be the single most important factor to your success. How financial advisors can use the Enneagram to better interact face-to-face with clients. How to avoid the workaholic trap as a high achieving financial advisor. Ian’s deep understanding for how to further discover yourself and connect with people is undeniable and invaluable. I can’t wait for you to check out
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