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
026: Kristi Piehl on Leveraging Television as a Financial Advisor, Framework for Successful Media Appearances, & Creating World-Class Company Culture
Click Here to Download Kristi's Gift ''5 Tips for Financial Advisors When Considering a PR Firm'' In this episode I talk with Kristi Piehl, who after 12 years as a TV news anchor decided to turn the tables and use her expertise to get her clients on TV. She's the Founder and CEO of Media Minefield, a TV news-driven public relations agency specializing in earned media nationwide. In this conversation, you’ll hear how Kristi has carved out a niche that is shaking up the PR industry and doing things differently to help financial advisors across the country get the attention they deserve! Here are a just a few of the highlights from our conversation: To begin, we learn about Kristi’s journey in the news industry. She shares how she went from being laid off as an investigative journalist to starting a company that is completely transforming an outdated approach to public relations. You’ll discover her unique methodology for consistently helping financial advisors and other clients, land big interviews on major TV outlets around the country! We then talk about the best way to make sure you are getting the most mileage out of your media coverage with different strategies to keep your content alive, as opposed to the one and done approach most TV appearances receive. Next, Kristi goes into her firms step-by-step framework for helping their clients nail every TV interview, including tips on answering tough questions from rogue news anchors and how to drive traffic from TV to your website to ultimately create appointments and drive revenue. Finally, we really dive deep into company culture and building a world-class team. Trust me, Media Minefield didn’t get listed as one of Business Magazine’s 100 Best Places to Work, 3 years running, for nothing. Kristi shares a ton of tactics and best practices for creating an engaged, motivated and happy team that will take your business to an entirely new level! ''I want this to be a place I would want to work if I didn’t have to.'' - Kristi Piehl SHOW NOTES: [03:40] Kristi shares her methodology for keeping a positive mindset during adversity, a skill every financial advisor can benefit from. [07:41] Find out how Kristi went from being laid off to finding her passion and starting Media Mi
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