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
Kevin Lavelle on Story Behind Mizzen+Main, How Ferriss Podcast Led to Insane Growth, & Ignoring Industry Standards
This week on the Elite Advisor Blueprint, Kevin Lavelle takes us through his incredible journey of building and scaling a business from the ground up. Kevin is an entrepreneur and business executive. He is the founder and CEO of Mizzen+Main, which is a men's clothing brand focusing on performance fabric dress shirts. He was named to the 40 Under 40 list by Dallas Business Journal in 2013 and was also named to Men's Fitness list of Game Changers in 2014. Kevin was repeatedly laughed out of the room when pitching his idea to create a dress shirt that would not only look great, but would feel great too! After being rejected over and over and being told nobody would want to buy what he was selling, he decided to go out on his own, push the fabric boundaries and carve out an entirely new clothing category. Despite what the traditional menswear big shots said, Kevin knew what the market wanted and made it his mission to turn his dream into a reality. The company has since skyrocketed, being sported by people all around the world, including many super athletes and online influencers. If you’re a financial advisor who has never shopped at Mizzen + Main before and are used to wearing stuffy suits all day long, you need hit the pause button right now and go make an order. Trust me, you’ll thank me later when you’re wearing the most comfortable shirt in the world! Here are a few highlights from our conversation: We get into how Kevin's idea as a 19 yr old intern on capitol hill led to him founding a company that changed the game in men’s fashion by creating a product that didn’t even exist before 2012. Next the conversation goes to how, as Kevin says it “being dumb enough to ask the wrong questions and ignoring traditional industry standards” was actually an advantage that led him to thinking differently about the fashion industry and creating a product his customers actually wanted to buy. Then we hit on the challenges of scaling a company that’s outgrown 6 offices in 5 years and the lessons learned along the way. Finally, don’t miss the marketing lesson Kevin learned from taking
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