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
028: Pete Vargas on Winning Local Stages, Creating Signature Talks that Convert & How to Advance Your Reach
4 days ago
Click Here to Download Pete's 5 Powerful Tools for Winning Stages and Advancing Your Reach as a Financial Advisor! In this episode, I talk with Pete Vargas, aka “The Stage Whisperer” who since 2003 has been responsible for booking over 20,000 stages at events worldwide. He’s the founder and CEO of Advance Your Reach and besides just being all around one of the nicest people I’ve ever met, he drops some serious knowledge on this episode about how you as a financial advisor can book local stages in your backyard that you probably didn’t even know existed… oh and it doesn’t require a 10,000 piece mailer or a Ruth’s Chris steak dinner either. Here are a few highlights from our conversation: Pete starts off with his story about how a speaker literally changed the trajectory of his life and how it led him to what he does today. Next we cover Pete's Story Braid Framework and how following it’s 4 steps will help you connect, educate, and best of all, convert your audience. Then Pete uncovers the thousands of opportunities advisors have nationwide to land local speaking gigs, that from my experience, most of you aren’t taking advantage of and probably don’t even know exist. The best part, they are often free, don’t require direct mail or buying dinner, and you can handpick your ideal prospects, groups that consist of business owners, CEOs, doctors, lawyers, or dentists to name a few. Lastly, Pete does a live role play of the exact conversation he used to land a speaking gig at the White House for one of his clients and how you can use the same framework to book stages in your own backyard. ''You don't win their heads until you win their hearts.'' - Pete Vargas SHOW NOTES: [04:08] How did Pete go from a youth pastor in Texas to becoming known as The Stage Whisperer who has booked 25,000+ stages across the world for people who want to share their message? [14:42] The 3 things you need to do REALLY well as a financial advisor, in order to effectively use speaking in your business. [16:56] Pete breaks down The Story Braid Framework and exactly how advisors can create an incredible signature talk that converts. (BTW, less than 2% of speakers actually use thi
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