The Ultimate Advisor Podcast
By Ultimate Advisor
Each week, your hosts Draye Redfern, Bryan Sweet, and Brittany Anderson will share some of the closest guarded secrets from successful financial advising practices across the U.S.
The Ultimate Advisor PodcastMar 03, 2021
Episode 261 - Secrets of a Thriving Study Group Part 2: From Solo Advisor to Business Builder
Let us continue the discussion from last week's episode of The Ultimate Advisor Podcast, where the Give & Grow Study Group members began talking about transitioning from solo practitioners to business builders.
Now, Ultimate Advisor Coaching Partner Ron Greenberg, along with the other members, also shares his insights on how the 26-year-old study group helped him make this transition. He discusses leveraging the experience and wisdom of other advisors for growth.
Episode 260 - Secrets of a Thriving Study Group Part 1: Lessons from 25+ Years of Success
Discover the secrets to building a thriving study group that lasts for decades from a group of top financial advisors who have been meeting together successfully for over 25 years.
Ultimate Advisor Coaching partners, Bryan Sweet, John Moshides and Brian Heckert share their rules of engagement and best practices that have taken their practices to the next level. Aligning values, committing to personal and professional growth, and supporting each other through challenges has kept this group bonded together for a quarter century.
Find out their strategies for evolving meetings, leveraging technology, and nurturing future generations of advisors.
Book: A Study-Group Success Story: Best Practices from Our Give & Grow Group's First 20 Years Together by Brian Heckert, Bryan Sweet, John Moshides, Ron Greenberg and Peter Maller
Episode 259 - Innovative Thinking with Dr. Dorine Rivers: Transforming Education and Business with Savantz AI
Have you ever had an idea that started as one thing but transformed into something much bigger?
On this episode of The Ultimate Advisor Podcast, Brittany talks to Dr. Dorine Rivers about how her work creating online course videos led to the creation of Savantz AI, a platform that is revolutionizing how businesses and educators create and deliver content.
Dr. Rivers shares how she turned mistakes and failures into opportunities for growth and innovation. Dive into valuable insights on turning your experiences into opportunities that can have widespread impact and make a difference for others. This inspiring conversation will leave you motivated to look for ways to reinvent yourself and your work.
Listen as she discusses the power of reinvention and never stopping your pursuit of creating solutions to problems.
Learn more about Dr. Dorine Rivers and Savantz AI:
Book: Brain to Bank: How to Get Your Idea Out of Your Head and Cash In by Dr. Dorine Rivers PhD PMP
Episode 258 - Scaling a Multi-Billion Dollar Advisory Practice through Mastering Leadership with Jon Kuttin
Tired of dreaming small? Learn how one advisor built his practice beyond $9.5 billion in AUM without a client in sight!
On this episode, Jon Kuttin reveals how he removed himself from client work over a decade ago to focus fully on developing leadership within his enterprise. Hear his counterintuitive strategies for gaining the confidence to lead clients and advisors to their full potential.
Discover how emphasizing servant leadership over sales helped scale his practice exponentially and earn a spot in the Barron's Hall of Fame. Kuttin will challenge you to see your clients and team in a new light so you too can develop the vision, culture and people skills necessary to achieve billion-dollar success!
Books: -Traction: Get a Grip on Your Business by Gino Wickman -Rocket Fuel: The One Essential Combination that Will Get You More of What You Want from Your Business by Gino Wickman -10X Rule: The Only Difference Between Success and Failure by Grant Cardone
Connect with Jon Kuttin here:
-Visit the Financial Advisor Success Syndicate website at www.joinFASS.com to join the free community and platform for advisors. -Listen to his podcast "Quantum Growth for Financial Advisors" which discusses leadership, M&A, partnering with CPA firms, and more.
Episode 257 - Discover Your Purpose and Live Out Your Legacy with Joe Lander
Joe Lander is a former attorney and HR manager who is now the owner and CEO of Life You Live Coaching. Through his unique RESOLVE framework, Joe empowers successful leaders to create a meaningful legacy that makes a difference in the world.
In this session, Joe will share his process for helping people discover their true purpose and live out their legacy. He will discuss practical tools for overcoming fear and limiting beliefs to pursue your biggest dreams. Joe will also reveal his "secret weapon" for anchoring your core beliefs so you can achieve next-level success and fulfillment.
Don't miss this opportunity to learn from Joe and take your advising practice to new heights.
Learn to create a meaningful personal legacy by visiting: https://thelifeyoulovecoaching.com/
Episode 256 - Quantifying Your Worth: Leveling Up Your Value Proposition with Leo Pusateri
In this episode of the Ultimate Advisor Podcast, our very own John Moshides sits down with value creation expert Leo Pusateri to discuss how advisors can quantify and communicate their true worth. Leo shares his insights on understanding client needs and differentiating your practice in a crowded marketplace. Learn his seven-step value ladder approach to crafting a compelling value proposition that resonates.
Leo also dives into his methodology for helping advisors conduct a "real value audit" to quantify the impact they have on clients.
Discover how aligning your pricing strategy with your proven value can boost confidence when it comes to strategic decisions and negotiations. Advisors will walk away with actionable strategies to level up their value proposition and ensure their worth is recognized in the marketplace.
Connect with Leo Pusateri:
LinkedIn: https://www.linkedin.com/in/leopusateri/
Website: https://pusatericonsulting.com/
https://theprojectyouexperience.com/
Episode 255 - Speaking with Impact: Effective Communication with Joel Weldon
Welcome to the Ultimate Advisor Podcast!
In this episode, Joel Weldon shares his expertise on effective communication for financial advisors. As a member of the Speaker's Hall of Fame who has coached over 10,000 speakers, Joel provides insights on how advisors can speak with impact by connecting authentically with their audience. He emphasizes the importance of understanding the audience's needs, fears and victories to frame your message effectively. Joel also offers tips for overcoming nerves when presenting, including ways to get comfortable with your topic and separate yourself from the message to stay composed.
By applying principles like audience-focused messaging and authentic self-expression, YOU can build deeper trust with clients and make a lasting impact.
Connect with Joel Weldon through:
LinkedIn: https://www.linkedin.com/in/joelweldon/
Facebook: https://www.facebook.com/JoelWeldonUltimateSpeaker Instagram: https://www.instagram.com/joelweldonultimatespeaker/ Website: https://www.ultimatespeaker.com/
Episode 254 - Three Sunny Strategies for a Successful Advisory Practice
Get ready to sprinkle some sunshine into your day with the newest episode of Ultimate Advisor Podcast!
Join the merry trio - Brittany, Bryan, and Draye - as they unwrap the gift of positivity. In this episode through the land of optimism, they'll share giggles, wisdom, and valuable insights on how keeping a skip in your step can brighten both your personal and professional adventures.
So, grab your cup of cheer and join us in this exciting episode as they unwrap the secrets to a positively delightful advisory practice!
Episode 253 - Pure Passion: Leadership, Mentorship and Leaving a Positive Mark with Dr. Kevin Kremer
Welcome to another inspiring episode of the Ultimate Advisor Podcast wherein Brittany Anderson interviews Dr. Kevin Kremer about his journey transitioning from a successful career in dentistry to focusing on leadership, mentorship and making a positive impact.
Kevin shares valuable insights on discovering your purpose through contributing to others. He discusses the importance of aligning your values and maintaining a growth mindset that for sure you will learn practical tips for overcoming fear, embracing change and finding renewed motivation from.
Kevin is the author of the upcoming book "Quantum Accountability" which provides a framework for taking ownership of your actions and mindset.
For more details on his work, contact Kevin through:
Website: kevinkremer.com
Email: kevin@kramerleadership.com
Episode 252 - Shortening the Curve to Success: Focused Learning and Application
How do the most successful advisors continue to grow their businesses year after year? Tune in to this episode of The Ultimate Advisor Podcast to learn about the habits of top performers and how continuous learning plays a key role.
Our hosts, Brittany Anderson, Bryan Sweet and Draye Redfern discuss why lifelong and focused learning is so important for advisors looking to take their practices to the next level. You'll learn strategies for choosing focused areas of study, sharing valuable resources with clients and teams, and prioritizing your time effectively.
Discover how implementing new skills can dramatically shorten your timeline to goals. Leave inspired to up level your own growth mindset and take action to maximize your potential through lifelong learning.
Episode 251 - Raising the Next Generation of Wealth: Teaching Kids Financial Skills for Life
In this episode of The Ultimate Advisor Podcast - "Raising the Next Generation of Wealth: Teaching Kids Financial Skills for Life" - host Bryan Sweet sits down with family legacy expert Scott Donnell. Scott shares his experience developing programs like Gravy Stack and Dinner Table, which use hands-on learning to teach children vital money management skills.
Scott outlines a better "home economy system" that gives children responsibilities like expenses to motivate them to earn, save, spend and share their own money wisely.
For any parent or advisor interested in effectively educating the next generation, this episode provides a roadmap for success.
Follow Scott Donnell on all social media platforms.
Read: Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell Visit info.dinnertable.com to receive Scott's 18 family legacy strategies PDF and potentially book a coaching conversation. Download the GravyStack app on iOS if you have children under 22.
Episode 250 - Taking Control of Your Online Reputation
This episode of The Ultimate Advisor Podcast explores how to take control of your online reputation and reviews as a financial advisor. Brittany Anderson and Draye discuss the importance of identifying your ideal clients, vetting internal team members, and offering exceptional customer service to minimize risks and maximize positive reviews.
Tune in to learn powerful strategies for reputation management within FINRA guidelines and hear how to attract more high-quality clients through an optimized online presence.
Episode 249 - Trigger Positive Feelings & Strengthen Brand Loyalty
In this episode of The Ultimate Advisor Podcast, we delve into the significance of differentiation in enhancing brand loyalty. Setting your firm apart from competitors is essential, and creating unique offerings that benefit both your team and clients is key.
Discover how the concept of Surprise & Delight by implementing a gifting strategy focused on referability can effectively differentiate your brand and make it stand out.
Tune in as we explore the transformative potential of surprise and delight through differentiation, and learn how to elevate your brand and grow your business. Press play to join us on this insightful journey!
Episode 248 - Fear as Fuel: Achieving Success, Overcoming Anxiety
Welcome to another episode of the Ultimate Advisor Podcast, where hosts Brittany Anderson, Bryan Sweet, and Draye Redfern discuss how to use fear as fuel for growth. They share personal stories of overcoming anxieties from their past careers and businesses.
This insightful episode will help you face your fears and use anxiety as a driver for achieving goals. Learn how to channel nerves into growth and preparation, and understand client fears to provide solutions and build trust.
Episode 247 - The Client-Centric Approach: Stop Talking, Start Listening
Tired of the same old financial marketing that focuses on your credentials instead of your clients' needs? Join Brittany Anderson, Bryan Sweet and Draye Redfern as they discuss the key to growing your advisory practice: a client-centric approach.
Discover specific techniques for listening to what's really important to your target audience and crafting messaging that speaks directly to their challenges, fears and goals. Tune in and walk away with practical strategies to shift your marketing mindset from talking about yourself to addressing clients' problems - and start seeing results from more engaged prospects and new business opportunities.
Episode 246 - Trust Your Vision and Watch Your Business Dreams Come to Life
Want to take your business to the next level and attract more ideal clients who love your unique value proposition?
In this episode, Brittany, Bryan and Draye discuss why developing a vivid and compelling future vision is so important for guiding strategic decisions, marketing your differentiated value, and inspiring your team.
You'll learn how to craft a vision that excites and motivates, and how trusting this vision can help you navigate challenges and make decisions that propel your business forward.
Tune in to discover their process for envisioning the next 3 years and how this simple step has accelerated their growth.
Episode 245 - From the Sidelines to the Boardroom: Brian Neale's Unlikely Path to Building Champions
What do an NFL referee and elite sales coach have in common? More than you might think.
Join Brittany Anderson as she sits down with Bryan Neale to discuss his unlikely journey from small town football player to officiating in the NFL to founding his renowned sales coaching company Blind Zebra.
Bryan shares how the lessons of discipline, process, and mental toughness he learned on the football field prepared him to help top performers and organizations take their game to the next level.
Through stories from his days in the pros and lessons learned in the boardroom, Bryan provides a blueprint for breaking through ceilings, detaching from outcomes, and achieving at your highest potential - whether on the field or in your business.
Books: The Gift of Fear by Gavin de Becker
Necessary Endings by Henry Cloud
Contact Bryan Neale at:
Episode 244 - Inside Tax Strategies with Tom Wheelwright
Welcome back to the Ultimate Advisor Podcast!
Join Brittany Anderson in this insightful episode as she engages in a conversation with Tom Wheelwright, a seasoned tax expert, CEO of WealthAbility, bestselling author, podcast host, Rich Dad Advisor and the CPA to Robert Kiyosaki .
Tom has been instrumental in assisting numerous entrepreneurs and investors in legally minimizing their tax liabilities. Discover Tom's valuable insights into strategic approaches that advisors can employ to empower their high-net-worth clients in accumulating more wealth within the framework of the tax code.
Delve into the future landscape of the tax advisory profession, including the transformative impact of emerging technologies like AI. Gain actionable tips that financial advisors can apply to enhance client value and expand your practices effectively.
Episode 243 - New Year, New You: Supercharging Your 2024
Happy New Beginnings!
Get ready for a fresh episode of The Ultimate Advisor Podcast! In this episode, we're breaking down how to supercharge your business in 2024. We dived into embracing change and making simple tweaks that can really amp up your business game.
Hit play, and let's explore together how you can smash your New Year's goals and make your business even more awesome!
Episode 242 - The Year-End Advise: Propel your business forward
In this special year-end episode of The Ultimate Advisor Podcast, we embark on an exclusive three-part series aimed at helping you wrap up the year on a high note and position your business for success in the coming year. Today's installment focuses on the crucial task of dedicating the next 90 days to honing in on the top three accomplishments that will propel you and your business toward unprecedented growth and success.
We explore proven systems and methodologies designed to maintain unwavering focus and momentum within each 90-day increment, ensuring a seamless transition into the new year. Discover how to optimize your thinking processes throughout the day using valuable resources, allowing you to concentrate on your strengths and delegate the rest for maximum efficiency.
Episode 241 - Solving Your Biggest Business Problems with EOS: Featuring Jillian Mittelmark
Dive into the world of strategic business growth and financial empowerment with the latest episode of The Ultimate Advisor Podcast! Join us as we sit down with Jillian Mittelmark, CPA and founder of Resolve Works, a firm specializing in fractional accounting support for ambitious entrepreneurial organizations.
Jillian is a seasoned professional EOS implementer, guiding entrepreneurs on a transformative journey to fortify their businesses and enhance their overall lives. In this episode, she unveils the power of EOS (Entrepreneurial Operating System) as a game-changing framework for scaling businesses.
Join the conversation as we explore common challenges faced by businesses when it comes to team dynamics, and learn how EOS addresses the critical task of placing the right people in the right roles. Business owners and aspiring entrepreneurs alike will gain valuable insights and actionable steps to assess and improve their team structures.
Tune in to this enlightening episode of The Ultimate Advisor Podcast and elevate your business strategy with Jillian Mittelmark's expertise in financial leadership and EOS implementation!
Email: jillian.mittelmark@eosworldwide.com
EOS Website: https://www.eosworldwide.com/jillian-mittelmark#
Accounting Website: https://www.resolve-works.com/
Episode 240 - Exit-to-Excel Strategies with Jerome Myers
Dive into the intricate realm of life transitions and business exits in this compelling episode of The Ultimate Advisor Podcast. Join us as we engage in a candid conversation with our esteemed guest, Jerome Myers – a seasoned business leader and exit strategist.
Embark on a journey of discovery as we unravel the emotional challenges that often accompany significant life transitions, especially the delicate process of exiting a business. Jerome sheds light on the nuanced and complex psychological landscape that founders navigate, known as the "founder's exit paradox." This paradox captures the intricate interplay of emotions and mindset shifts when entrepreneurs detach from the very enterprises they've built.
Catch Jerome and his wisdom at the Ultimate Advisor Podcast on Wednesday at 9AM! For inquiries, email Jerome Myers at jerome.myers@gmail.com
Episode 239 - Empowering Teams for Self-Management and Work-Life Harmony with Christopher Turner
Welcome to the Ultimate Advisor Podcast. In this episode, we're honored to host Christopher Turner, the pioneering founder of EMERGICON.
Join us for an enlightening conversation as Christopher shares his journey, revealing how EMERGICON's innovative approach not only maximizes reimbursement for ambulance and fire response but also champions a balanced work culture. Learn how his leadership has empowered teams to navigate the complexities of self-management while prioritizing work-life harmony.
HIT the PLAY button and tune in for an inspiring discussion on navigating challenges, fostering empowerment, and ultimately transforming both the workplace and the community.
To explore how his team can help your community recover ambulance and fire reimbursements, please reach him directly at cturner@emergicon.com or visit https://emergicon.com/
Episode 238 - Get Involved in Diverse Perspectives: Surround Yourself with Big Thinkers
In this episode of The Ultimate Advisor Podcast, we explore the seventh characteristic of top financial advisors from our 12-part series: 'Get Involved in Diverse Perspectives: Surround Yourself with Big Thinkers.' Discover how surrounding yourself with influential thinkers fosters new ideas, encourages thinking beyond the norm, and propels you forward. Tune in to learn how thinking big with the right circle can elevate your business to new heights. Press PLAY and join us on this journey of growth and innovation!
Episode 237 - Breaking Chains: Achievement in Individualism
Are you constantly frustrated by inefficiencies and bureaucracy? If so, you might just be an Individualist!
In our latest Ultimate Advisor Podcast episode, we explore the fascinating world of those who dislike inefficiency and embrace a more independent approach.
Join us as we unravel the traits and mindset of Individualists and discover how their unique perspective can lead to innovation and success in various aspects of life. Tune in and find out if you resonate with the spirit of those who truly march to the beat of their own drum!
Episode 236 - One Color, One Major Result with David Bassitt
Dive into the vibrant world of sales success with our latest Ultimate Advisor Podcast featuring the incredible David Bassitt. Uncover the transformative power of the color orange as David shares the fascinating story behind his unique approach.
Discover how David, a seasoned sales professional with 50 years of success, stumbled upon the impact of the color orange. What started as a personal tribute evolved into a powerful system that can elevate your career and attract opportunities like never before.
Grab a copy of his book "Orange" here:
Episode 235 - The Ultimate Advisor's Motivation and Mastery
Welcome to The Ultimate Advisor Podcast, your go-to source for unlocking the secrets of being a top advisor.
In this episode, we delve into the importance of self-confidence, self-starting motivation, and an unyielding desire to succeed as the driving forces behind your success. But that's not all – we'll also explore what keeps you motivated to be a top advisor, sharing expert insights and inspiring stories to propel you forward, inspire your team, and achieve the pinnacle of success.
If you're ready to take your journey to the next level and discover what it takes to be a top advisor, you're in the right place. Tune in, take notes, and let's set your ultimate success in motion!
Episode 234 - Attracting Clients the Smart Way with Paul McManus
Are you tired of the constant client chase? Join us in this exciting Ultimate Advisor Podcast episode together with Paul Macmanus - the AUTHORITY MARKETING EXPERT for financial advisors, the founder of More Clients More Fun LLC, MCMF Publishing, Creator of The Million Dollar Producer LinkedIn Program and host of The Million Dollar Producer Show Podcast, as we unveil the secrets to attracting clients effortlessly so you can focus on what truly matters – YOUR SUCCESS! Learn more about Paul McManus by clicking the links below: paul@moreclientsmorefun.com
Episode 233 - Embracing change with Flexibility
In this episode of the Ultimate Advisor Podcast, we explore the significance of stepping out of your comfort zone and experimenting with fresh approaches. We emphasize the vital role of flexibility in your methods to seize every opportunity for business growth. So, hit that PLAY button and join us as we embark on a journey of embracing change and adaptability to enhance your value and expand your business!
Episode 232 - Fueling success with a Growth Mindset
In this episode of The Ultimate Advisor Podcast, we delve into the crucial role of cultivating a positive, growth-oriented mindset and surrounding oneself with the right individuals to confidently navigate challenges and persevere. Tune in and hit PLAY as we explore the utilization of your growth mindset, the power of the right connections, innovation, and effective implementation strategies to foster continuous business growth!
Episode 231 - Why do we have to be long-term greedy?
In this engaging episode of the Ultimate Advisor podcast, we delve deep into the pivotal concept of maintaining a steadfast focus on long-term gains. Join us as we explore the significance of consistently reinvesting in your business, regardless of its current stage of development.
Hit PLAY now to discover the art of being long-term greedy, a strategy that not only fuels the growth of your business but also propels your success rate forward.
Episode 230 - Embracing Forward-Thinking Strategies and Big Picture Vision
Dive into this insightful Ultimate Advisor Podcast episode where we explore the essential elements that define top-tier financial advisors. Join us as we highlight the pivotal importance of nurturing the right mindset, gracefully navigating uncertainty, and honing a steadfast focus on the broader perspective. Discover how these key attributes empower financial advisors to not just weather challenges but strategically navigate them, ensuring success in a dynamic financial landscape. Tune in for a deep dive into the mindset and strategies that set financial advisors on the path to excellence.
Episode 229 - Entrepreneurs' Quest for the DREAM EXIT with Mike Malatesta
In our latest episode of the Ultimate Advisor Podcast, we delve deep into the art of patiently planning for the ultimate exit strategy with none other than Mike Malatesta. A true entrepreneur at heart, Mike is on a mission to empower fellow visionaries in bringing their dreams to life and attaining unparalleled success. With a remarkable track record that includes founding, nurturing, and successfully selling not one, but two waste recycling companies, each boasting revenues exceeding $500 million, Mike's insights are invaluable.
Join us as Mike shares his wisdom on the podcast, offering a masterclass in the power of strategic patience when it comes to realizing your dream exit. This episode is a must-listen for every entrepreneur looking to navigate the path to success with precision and foresight. Tune in now and unlock the secrets to your own entrepreneurial triumph! Get Your Business Ready to Sell for its Maximum Value! https://mikemalatesta.com/
https://podcasts.apple.com/us/podcast/howd-it-happen-podcast/id1441722417
Episode 228 - Unwrapping the Inheritance Enigma: A deep dive into Legacy Planning
Join us on the latest episode of The Ultimate Advisor Podcast as we embark on an enlightening journey with a remarkable guest, Joe Clark, the visionary founder of Financial Enhancement Group Trust Services (FEGTS).
In this captivating episode, we delve headfirst into the world of Legacy Planning, exploring the secrets behind creating the Gold Standard in Legacy Planning. Joe Clark, a true industry pioneer, shares his invaluable insights and unravels the inheritance enigma, taking us on a deep dive into the intricate realms of Legacy Planning and Trust Services.
Prepare to be enlightened, as we unlock the key to securing your family's financial future and leaving a lasting legacy. Tune in for a conversation that will forever change the way you think about your financial legacy!
Reach out now to set up your LEGACY next steps meeting:
Email: TrustTeam@FEGTrust.com
Phone: 877-514-6863
Website: www.FEGTrust.com
Episode 227 - Success is beyond the search for the next sale
Welcome to a riveting episode of The Ultimate Advisor Podcast, where we dive deep into journey beyond the traditional sales-focused approach to success. We explore the profound idea that true success isn't solely about chasing the next sale. Join us as we unveil the secrets to not just surviving, but thriving in challenging business landscapes.
In this insightful discussion, we shed light on the pivotal concept of pinpointing your true audience, enabling you to channel your efforts into delivering exceptional value and nurturing unwavering trust with potential clients. Discover the key to becoming their problem-solving ally.
Episode 226 - Center on What they Stand, To Gain
In this engaging episode of The Ultimate Advisor Podcast, we delve deep into a fundamental aspect of successful marketing and messaging: shifting the spotlight from yourself to your audience. We'll explore the critical questions that lie at the core of effective communication – What is it that your audience truly seeks? What resonates with them on a personal level?
As you hit that PLAY button, join us on a journey where we unravel the art of making your marketing about them, not you. Discover the strategies and insights that can help you build meaningful connections and engage with your audience on a profound level. It's all about understanding their needs, desires, and aspirations, and aligning your messaging to cater to those.
Tune in now and let us empower you with the knowledge and tools to create marketing campaigns that genuinely speak to your audience, fostering stronger relationships and driving success for your practice.
Episode 225 - A Toast to an Empowered Woman, and Gentlemen, You're Absolutely Included!
Tune in to the latest episode of the Ultimate Advisor podcast as we shine a spotlight on the remarkable achievements of women in the business arena. Our special guest, Disha Solanki, a dynamic entrepreneur and Partner at Hill & Co., takes center stage to share her incredible journey and insights as a visionary growth strategist in the diamond, gemstone, and jewelry industry.
Join us in this engaging conversation as we delve into Disha's path to success, exploring the triumphs and trials she encountered along the way. With her wealth of experience, Disha offers invaluable lessons learned from her entrepreneurial endeavors, offering a glimpse into the strategies that have propelled her career forward.
Episode 224 - How do I get onto the next level despite ceiling complexities?
Are you ready to shatter the barriers holding you back and ascend to new heights? In this exciting episode of The Ultimate Advisor Podcast, we tackle the third most frequently asked question: "How do I get onto the next level when facing ceiling complexities?"
Join us as we delve into the art of breaking through plateaus and conquering challenges that often hinder progress. Our expert hosts share battle-tested strategies and transformative insights on navigating the intricate web of ceiling complexities. Whether you're aiming to scale your business, achieve personal milestones, or lead your team to unprecedented success, this episode equips you with the roadmap to conquer the seemingly insurmountable.
Tune in to The Ultimate Advisor Podcast and let's embark on this transformative journey together. Your next level awaits - are you ready to rise?
Episode 223 - FAQ 2: How do I kickstart my marketing journey?
In this captivating episode of the Ultimate Advisor Podcast, we dive headfirst into another burning question from our vibrant Ultimate Advisor community: "How do I kickstart my marketing journey?" 🚀
Join us as we unravel the blueprint to launching a triumphant marketing campaign, revealing the essential steps, game-changing strategies, and proven insights that'll pave your way to prominence. Whether you're a seasoned pro seeking a fresh perspective or a newcomer eager to make your mark, this episode is your compass to conquering the marketing realm with confidence.
Tune in now and let's set your marketing voyage in motion. Your success story begins here!
Episode 222- FAQ 1: Where To Find Exceptional Talents?
Welcome to the Ultimate Advisor Podcast!
Ready to supercharge your team with top-tier talent? In this exciting episode, we uncover the blueprint for attracting exceptional talents that can take your business to soaring heights.
Join us as Bryan Sweet, Brittany Anderson and Draye Redfern, share expert insights, proven strategies, and inspiring anecdotes - successful leaders who've mastered the art of talent attraction.
Whether you're a seasoned entrepreneur or just starting out, this episode is your compass to building a dream team that drives unprecedented success. Tune in and unleash the power of attraction!
Episode 221 - Success Served: Unveiling the Recipe with Bryan Sweet
In this captivating new episode of The Ultimate Advisor Podcast, we dive into the world of success, uncovering the remarkable journey of an extraordinary individual. Join us as we sit down with Bryan Sweet, a visionary entrepreneur who has paved his way to greatness in the financial industry with an inspiring blend of charm, expertise, and relentless determination.
Tune in to this episode and be prepared to be captivated by the allure of Bryan Sweet's success. Whether you're an experienced financial advisor or just beginning your journey, this episode will leave you craving for more as you unlock the secrets to your own ultimate success.
Episode 220 - Creating Your Legacy with Joe Lander
Join us in this soul-stirring episode of the Ultimate Advisor Podcast as we delve into the inspiring world of legacy-building with the renowned Joe Lander. 🏆 Discover the profound impact of living a purpose-driven life and leaving a lasting legacy that extends far beyond financial success.
Joe Lander, a trailblazer in the realm of financial empowerment, shares his invaluable insights on aligning your passions, values, and financial goals to create a legacy that truly matters. 💡
Unearth the secrets of preserving wealth, making a meaningful difference in your community, and leaving a powerful imprint on future generations. Learn to create a meaningful personal legacy by visiting: https://thelifeyoulovecoaching.com/
Episode 219 - 10x Your Success!
Are you ready to unlock your true potential and experience exponential growth in every aspect of your life? Welcome to the Ultimate Advisor Podcast that will guide you on your journey to achieving remarkable and transformative growth.
In this empowering podcast, we'll delve into actionable strategies, mindset shifts, and proven techniques that can propel you towards 10 times greater success.
Are you prepared to unleash your full potential and make yourself 10 times better? Tune in to "Unleashing Your 10x Potential" and embark on a transformative adventure towards a life of excellence and fulfillment. Together, we'll redefine what's possible and inspire each other to reach new heights.
Episode 218 - Why Embrace the Power of Collective Brilliance and Collaboration?
Join us on the latest episode of The Ultimate Advisor Podcast as we dive into the transformative world of collective brilliance and the profound impact of mastermind groups for financial professionals. Discover why embracing collaboration and finding your tribe of like-minded individuals can propel your success and fulfillment to new heights.
In this episode, we explore the undeniable benefits of joining a mastermind group—a dynamic community of ambitious professionals who share knowledge, insights, and resources to collectively elevate their careers and personal lives. We unravel the secrets of how these groups harness the power of synergy and unlock limitless possibilities.
Hosted by industry experts, Bryan Sweet, Brittany Anderson and Draye Redfern, we'll delve into the compelling reasons why financial professionals should seek the support and camaraderie of a mastermind group. From accelerated learning and accountability to invaluable networking opportunities, you'll gain firsthand insights into why collaboration is the key to unlocking your true potential.
Remember, when brilliant minds come together, the possibilities are endless.
Get ready to step into a world of unlimited support, valuable connections, and exponential growth. Visit: www.ultimateadvisorcoaching.com
Episode 217 - The World of Marketing for Financial Professionals with Skyler Mills
Join us on The Ultimate Advisor Podcast as we delve into the world of marketing and strategy for financial advisors and firms. Our guest speaker, Skyler Mills, is the brilliant mind behind Vali Consulting, a leading consultancy dedicated to helping financial advisors across the country excel in their marketing efforts.
In this episode, Skyler shares the secrets behind Lifeworks Advisors' rapid growth and explores the tactics, tools, and insights necessary for financial advisors and firms to thrive in today's competitive landscape. Whether you're a seasoned professional or just starting your journey in the financial services industry, this podcast is packed with actionable advice and inspiration to help you elevate your marketing and strategy game.
Get ready to revolutionize your marketing approach and drive your success in the world of financial advising!
Episode 216 - The Executive Symphony of the Power Couple, Ethan and Stephanie Bull
Welcome back to another exciting episode of The Ultimate Advisor Podcast! In this episode, we have the pleasure of interviewing a power couple in the world of executive assistance, Ethan and Stephanie Bull.
Ethan Bull, co-founder of ProAssisting, joins us to share his insights and expertise in the remote, fractional executive assistance industry. With a background in hospitality and a deep understanding of the EA space, Ethan has held prestigious positions such as Director of Administrative Services and senior EA to the president and CEO at Rochester Regional Health.
Stephanie Bull, also a co-founder of ProAssisting, brings her invaluable experience as the former EA for J. Crew's CEO and the CEOs of two multi-billion-dollar hedge funds. Having excelled in various roles, including chief of staff, estate manager, and investment liaison, Stephanie is a true expert in her field.
Tune in to this episode of The Ultimate Advisor Podcast as we delve into the world of executive assistance with Ethan and Stephanie Bull. They share their industry knowledge, insider tips, and discuss the future of remote, fractional executive assistance.
And that's not all! As a special treat for our listeners, Ethan and Stephanie are offering a free book called "29-Hour Workday" that provides valuable insights into maximizing productivity and efficiency. Get your hands on this incredible resource by visiting:
FREE Audio Book - ProAssisting.com
Password: EApartnership
Episode 215 - Marketing and Wealth Mastery with Industry Experts, Elyse & Angela
Welcome back to The Ultimate Advisor Podcast! Join us for captivating conversations on strategic marketing with esteemed guest speakers Elyse Stoner and Angela York.
Elyse, the Founder & Chief Strategist of Fresh Perspective Consulting and Co-Founder of Custom Strategic Marketing for Wealth Advisors, brings over 30 years of diverse marketing experiences. Her unique perspective and ROM* paradigm (Return on the Moment) enhance the marketing value of events and event participation.
Alongside her, Angela York, Founder of OnPoint Wealth Advisor Marketing and Co-Founder of Custom Strategic Marketing for Wealth Advisors, shares her wealth of hands-on marketing implementation and event planning expertise. Together, they redefine the concept of the Ideal Client, revealing efficient ways to connect and develop a multi-layered, measurable marketing program.
With their combined knowledge and experience, Elyse and Angela guide advisors through a proprietary 4-step process. They help untangle the cluttered marketing landscape, identify obsolete strategies, amplify effective ones, and introduce new tactics. The result? A comprehensive and targeted strategic marketing plan tailored to each advisor's Ideal Client.
Tune in to Ultimate Advisor Podcast as we unveil the secrets to marketing success in the wealth management industry. Gain invaluable insights and actionable strategies from these esteemed experts, empowering you to take your marketing efforts to new heights.
Episode 214 - The Learning Quest: Insights & Inspiration with Mr. Ron Greenberg
Welcome to the Ultimate Advisor Podcast!
In this captivating episode, we have the privilege of diving deep into the world of learning with the remarkable Mr. Ron Greenberg.
Join us as we embark on a journey of discovery, exploring the transformative power of lifelong learning. Mr. Greenberg, an esteemed expert in the financial field and the founding partner of Greenberg and Rapp Financial Group - one of the leading national groups; shares his invaluable insights and personal experiences that will inspire and motivate listeners to embrace the joy of continuous growth.
Tune in to this episode with Mr. Ron Greenberg, and embark on a journey that will forever change the way you perceive the pursuit of knowledge. Get ready to embrace the adventure that awaits and discover the boundless possibilities that lie within the realm of lifelong learning.
Episode 213 - Symphony of Success through Systematization with Mr. Brian Heckert
Welcome back to the Ultimate Advisor Podcast!
Join us today for an inspiring conversation with Mr. Brian Heckert, an extraordinary individual who has paved his own path as a serial entrepreneur. As the former President of the prestigious Million Dollar Round Table, Brian brings a wealth of experience and knowledge in the world of business and personal development.
In this captivating interview, we delve into Brian's entrepreneurial journey, uncovering the secrets behind his remarkable success. Discover how he harnessed the power of vision, overcame challenges in the financial advisory space, and built multiple thriving businesses. Get ready to be inspired and motivated as we explore the entrepreneurial spirit with Mr. Brian Heckert, a true embodiment of visionary leadership.
Episode 212 - The Moshides Method: Lessons Learned, Motivation Gained, and Success Attained
Welcome to a captivating new episode of the Ultimate Advisor Podcast! We have an incredibly special guest joining us today. Mr. John Moshides, a seasoned veteran with over 42 years of experience in the financial industry, is here to share his remarkable insights and will support the Ultimate Advisor Community as one of our esteemed Coaching partners.
As the President of Moshides Financial Group and the creator of The Freedom Solution Process and the Business of Wealth Planning Process, John has dedicated his career to guiding and advising business owners and professionals. His expertise extends beyond financial matters, as he passionately assists individuals in achieving their aspirations, including the coveted work-optional lifestyle.
In this episode, we'll delve deep into John's vast wealth of knowledge and experience. He'll share his personal stories of triumph over adversity and offer invaluable strategies for navigating life's challenges. His authentic and relatable approach will inspire you to push past limitations and embrace a life of fulfillment and success.
With John's guidance, you'll discover the transformative power of his unique methodologies to help you gain control of your financial future and create a roadmap towards your desired lifestyle.
Get ready to embark on a transformative journey with John Moshides, as we explore the keys to unlocking a work-optional lifestyle and creating a prosperous future with this remarkable episode of the Ultimate Advisor Podcast!