The Elite Advisor Blueprint®: The Podcast for World-Class Financial Advisors

The Elite Advisor Blueprint®: The Podcast for World-Class Financial Advisors
The Podcast for World-Class Financial Advisors
033: Process vs Product: What Financial Advisors Can Learn From the Most Successful Pitch in Shark Tank History
Oct 17 • 26 min
The most common question I get is “How do I get more appointments on the calendar?” Today, I share the secret ingredient that 99% of the financial services industry is failing to add to their mix—even billion dollar asset managers don’t always get this…
032: Hal Elrod on Beating Cancer, Building a Community, & How Financial Advisors Can Create a Miracle Morning Routine
Oct 9 • 92 min
In this conversation, I finally get the chance to sit down with a special guest and buddy of mine, Hal Elrod. He’s one of the most inspiring keynote speakers in the world, creator of one of the fastest growing online Facebook communities on the web, and…
031: DLynn Proctor on Wine Tasting 101 for Financial Advisors, Hosting Events for the Affluent & A Customer Service Lesson from The French Laundry
Sep 25 • 86 min
Today, I’m talking with DLynn Proctor, who has over a decade of experience in the wine industry and is one of the foremost experts in the world of wine. He is a winemaking ambassador for Penfolds Americas in Napa, California and was featured in the…
030: Garrett Gunderson on Transitioning from Tragedy to NYTimes Bestseller, Attracting Business Owner Clients, & Modeling a Family Office Approach
Sep 11 • 107 min
Today, I’m talking with Garrett Gunderson, who is the Founder and Chief Wealth Architect of Wealth Factory, a company that’s breaking all the rules for how to work with business owners and high-growth entrepreneurs. Wealth Factory’s best described as a…
029: Jon Acuff on his New Book Finish, What he Learned Working with Dave Ramsey, & How to Serve Your Audience
Aug 28 • 75 min
Click Here To Get 3 Different Tools, Specifically Built to Help You Finish Your Goals! Today, I’m talking with Jon Acuff, a New York Times Bestselling author, who for 19+ years, has been helping companies like Home Depot, Bose, Staples and even the…
028: Pete Vargas on Winning Local Stages, Creating Signature Talks that Convert & How to Advance Your Reach
Aug 14 • 90 min
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.
027: Barry Glassman on Scaling a $1 Billion RIA from Ground Up & the Secret to Creating an Award Winning Culture
Jul 31 • 76 min
Click Here To Check Out Barry’s 60 Minute Keynote He Gave at Schwab’s Impact Conference Last Year! In this episode, I talk with Barry Glassman, who is the President and Founder of Glassman Wealth Services®, where he leads an RIA that not only…
026: Kristi Piehl on Leveraging Television as a Financial Advisor, Framework for Successful Media Appearances, & Creating World-Class Company Culture
Jul 17 • 74 min
Kristi Piehl is the Founder and CEO of Media Minefield, a news-driven public relations agency specializing in earned media nationwide.
025: Ryan Michler on How He Created a 30K Member Facebook Community and Financial Advisors Can Too
Jul 3 • 98 min
Ryan Michler is a husband, father, Iraqi Combat Veteran and Founder of Order of Man, an online community committed to helping men learn how to be better husbands, fathers, friends, and leaders. His mission is to help all men become the men they were meant
024: Scott Harrison on Building charity water From The Ground Up, Crafting Compelling Stories, and How Radical Generosity Leads to True Happiness
Jun 19 • 78 min
Scott Harrison is the Founder and CEO of charity: water, a non-profit organization bringing clean, safe drinking water to people in developing nations.
023: Pete Matthew on Podcasting 101 for Financial Advisors, How his Show Generates Appointments, and 3 Secrets for Engaging Content
Jun 5 • 76 min
Pete Matthew is a Chartered Financial Planner, a Certified Financial Planner and Managing Director of Jacksons Wealth Management
022: Kevin Lavelle on Story Behind Mizzen+Main, How Ferriss Podcast Led to Insane Growth, & Ignoring Industry Standards
May 15 • 72 min
Click Here to Receive Special Offer From Mizzen + Main 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…
021: David Bach on the Story Behind His First Oprah Show, Proper Asset Allocation, and What He Learned From Taking a Year Off
May 1 • 68 min
David Bach is one of America’s most trusted financial experts and bestselling financial authors of our time.
020: Ian Altman on Same Side Selling, What Sets His Financial Advisor Apart, and Hiring A+ Talent
Apr 17 • 79 min
Ian Altman is a bestselling author, strategic advisor, and a highly-rated international speaker on integrity-based sales. Clients come to Ian to engage audiences, flip traditional sales on its head, and become outrageously successful at targeting and winn
019: Steve Sanduski on Launching PEAK Advisor Alliance from Ron Carson’s Basement, Why Robo Advisors Aren’t the Problem, and Lessons Learned from Tony Robbins & Elliot Weissbluth
Apr 3 • 76 min
Steve Sanduski has had over 20 years of experience growing companies by multiples, including one whose revenue grew 17-fold during his leadership. Steve helped launch and build a $1.8 billion RIA and was the Managing Partner of Peak Advisor Alliance as it
018: Ian Cron on The 9 Personality Types and How Better Knowing Your Prospects Motivations Leads to Success
Mar 20 • 57 min
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 Se
017: Jon Vroman on The Art of Moment Making, Mastering Public Speaking, and Showing Up For The People In Your Front Row
Mar 6 • 69 min
Jon Vroman is an American award-winning motivational speaker, author, philanthropist, podcaster, personal coach, ultra-marathon runner, founder of the Front Row Foundation
016: Jon Berghoff on The Referral Framework, Building Your Sales Team, and Taking Your Business to the Next Level
Feb 20 • 100 min
Jon Berghoff is here to share his proven strategies for generating leads, building your sales team and taking your business to the next level!
015: Mark Moses on 4 Key Questions for Better Results, The Blueprint for Training a Sales Team & Lessons From a 12x Ironman Triathlete
Feb 6 • 51 min
Mark is a founding partner at CEO Coaching International, where he and his team help businesses and individuals increase profitability, drive margin expansion and gain accountability in order to meet business objectives and reach new heights.
Tucker Max
Jan 23 • 65 min
Tucker Max is a super-successful writer and one of only three people to have three nonfiction books on the New York Times Bestseller List simultaneously. He’s also the Founder of Book In A Box, which helps busy entrepreneurs, thought leaders, and professi
013: Cameron Herold on Making an Impact On Your Industry, Finding Great People, and Why Meetings Don’t Actually Suck
Dec 12, 2016 • 74 min
Cameron Herold talks about his new and upcoming books, his newly established COO Alliance, and some of the extensive knowledge he’s gained from a lifetime of entrepreneurship.
Michael Hyatt on 2017 Goal Setting
Dec 6, 2016 • 60 min
Today we’re welcoming back Michael Hyatt, who brings his expertise as a virtual mentor to this one-hour overview of his excellent goal-setting framework, 5 Days to Your Best Year Ever.
011: Derek Coburn on Being a Connector, the Ultimate Business Tiebreaker, and Networking 3.0
Oct 24, 2016 • 74 min
This week, Derek Coburn of CADRE talks about adding unexpected value for clients and “un-networking”.
010: Alan Moore of XY Planning Network Explains How Advisors Can Transition from Brick and Mortar to 100% Virtual Office
Sep 19, 2016 • 71 min
Today, I am joined by Alan Moore , co-founder of the XY Planning Network.
009: Dan Sullivan on The Age of the Entrepreneur and Why It’s Easier to 10X Your Business than Double It
Aug 22, 2016 • 88 min
Dan Sullivan, the founder and President of The Strategic Coach Inc, joins the show to share his wisdom, as well as some of the incredible teachings he has developed while coaching business owners in his Strategic Coach and 10x Ambition programs.
008: John Ruhlin on Giftology and How Giving More than is Reasonable Always Comes Back 10X
Jul 18, 2016 • 84 min
Check out the show notes at John Ruhlin (@ruhlin), founder of The Ruhlin Group, a professional gift giving service that’s worked with the likes of: Financial Institutions: Morgan Stanley & Wells Fargo…
007: Don Yaeger on New Book ‘Great Teams’ & Lessons Learned from John Wooden, Michael Jordan, Walter Payton and Coach K
Jun 20, 2016 • 76 min
Check out the show notes at Don Yaeger (@DonYaeger) is a 9-Time New York Times Best-Selling author. Not only has Don coauthored books with Walter Payton, John Wooden, and Warrick Dunn, he spent over a decade…
006: Aaron Klein of Riskalyze on Why Human Financial Advisors are Better Than Robo-Advisors
May 23, 2016 • 66 min
Click here for full show notes with links, resources, book recommendations and more… Aaron Klein (@AaronKlein) is the CEO and Co-Founder of Riskalyze. Founded in 2011 with 3 employees, today Riskalyze serves thousands of financial professionals who…
005: Joey Coleman on what Financial Professionals Can Do for New Clients in the First 100 Days to Help Retain Them Forever
Apr 25, 2016 • 81 min
Joey Coleman ( is the founder and Chief Experience Composer of Design Symphony – a customer experience branding firm that assists corporations, non-profits, small businesses, and associations in creating breath-taking…
004: Donald Miller on Applying Hollywood’s Story Formula to Your Business & Why Donald Trump is Winning
Mar 28, 2016 • 54 min
NYTimes Best Seller Donald Miller shares how to apply Hollywood’s secret story formula to your business, 3 simple website tips to convert more prospects from your website & why Donald Trump is winning (spoiler: your business can use Trump’s…
003: Scott McKain on Creating the Ultimate Client Experience and What Made Zig Ziglar Unforgettable
Mar 11, 2016 • 69 min
Scott McKain joined me for this podcast. From his experience of how a random cab ride led to a book deal with the largest publisher in the world to what made Zig Ziglar unforgettable, this isn’t a podcast you’ll want to miss! Show notes at…
002: Ron Carson on New Book & Turning His Dorm Room Startup Into $6B Firm
Jan 15, 2016 • 58 min
Ron and I have an incredible and wide-ranging 60 minute conversation. This conversation was originally a LIVE Q & A call with my clients and some of Ron’s PEAK advisors, so you’ll hear a question or two of theirs along the way. Show notes at…
Michael Hyatt
Dec 17, 2015 • 61 min
Michael Hyatt and I go over some incredible tips on how to simplify and demystify goal setting. This conversation was originally a LIVE Q&A call with my clients, so you’ll hear their questions throughout. Shownotes at…