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

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052: James Clear on How Financial Advisors Can Simplify the Complex with Mental Models and His New Book Atomic Habits

In today’s conversation, I get to sit down with James Clear. James's career arc has had a few twists and turns along the way as he got his start as a travel photographer and has worked in over 30 countries. Today he focuses much of his time on writing and speaking having launched one of the most followed blogs on the internet at - he also shares much of this wisdom out on Twitter and as of this recording has 110,000+ followers. In this conversation, we cover a number of...


051: Gina Rainey on How Financial Advisors can Hire and Train Employees to 10X Growth

As the leader of AE Coach at Advisors Excel - Gina Rainey specializes in “total practice management” where she set out to help advisors bridge the gap between the process-driven brains of their employees and the quick start entrepreneurial mentality many independent advisors operate by. Over the last decade, she's helped offices struggling with high turnover and lack of structure become high-performing organizations, she’s empowered advisors to learn how to better utilize their time and...


050: Hilary Hendershott on Her Profit Boss Podcast Generating $37M of New Assets & the Power of Marketing to a Niche

I’m thrilled to speak with Hilary Hendershott, founder of Hilary Hendershott Wealth Management. She’s also the host of the Profit Boss Podcast, which has become her primary source for acquiring new clients. In fact, it’s worked so well, that she’s generated over $37M of new assets in the last 10 months! She receives an average of 1 lead via her website per day, and is currently seeing 1 high net-worth lead - which she defines as $500,000 or more of investable assets - come in every 6-7...


049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue

As the founder of Track That Advisor, Erica has created a business that solves one of the biggest problems I’ve seen financial advisors face over my last 11 years in this business… Here’s how the conversation typically goes: I hop on a coaching call and the first thing the advisor asks is, “How do I get more qualified appointments on my calendar?” My response: “How are your current marketing funnels working? What’s your cost per appointment? What’s your closing ratio per funnel? What’s...


048: Greg McKeown on the Art of Essentialism and How Financial Advisors Can Achieve More with the Disciplined Pursuit of Less

Today's guest is New York Times bestselling author Greg McKeown. He’s the author of Essentialism: The Disciplined Pursuit of Less. This book quickly became one of my top reads of all-time as it truly spoke to me with something I've struggled with and I'm sure many of you have as well, balancing everything we want to do in business with the things that truly matter in life. I highlighted passage after passage, then I realized something… As financial advisors, if there’s one thing we need,...


047: Pellegrino Castronovo on Fashion Tips for Financial Advisors & How Your Image Impacts Your Business

I’m thrilled to speak with my friend - and the best-dressed person I know - Pellegrino Castronovo, the owner of Pellegrino Castronovo Fitted Tailoring. Pellegrino is a world renowned custom bespoke tailor who has fitted professional athletes in the NFL, NBA, NHL, and MLB, many of the top brass in Formula 1 racing, Sugar Ray Leonard, and many other notable celebrities. Today, we discuss fashion tips for financial advisors. We get into the brilliant, yet simple things that you can do to...


046: Greg Salciccioli on Why So Many Financial Advisors Fall Victim to the 7 Enemies of Excellence

Greg Salciccioli is the CEO of CoachWell - an executive coaching service that specializes in Professional, Team, and Organizational development. Greg is also the author of The Enemies of Excellence, which explores why high achievers so frequently struggle with broken relationships, self-indulgence, disorientation, disarray, and a lack of professionalism. During our conversation, Greg and I dive deep into the biggest problems he’s seen in his 18+ years of coaching financial advisors and...


045: Roger Ibbotson on Why Financial Advisors Should Consider Fixed Indexed Annuities As Bond Alternative

In today’s conversation, I sit down with a legend in the world of finance, Mr. Roger Ibbotson himself. In 1977, Roger published the first edition of Stocks, Bonds, Bills, and Inflation, a collection of historical returns dating as far back as 1926 - in a sense, he was ahead of his time as no one had compiled this historical market data all in one place before, in a way that was easy to understand. Based on the positive response from this landmark study, he founded Ibbotson Associates in...


044: Roger Whitney on How Financial Advisors Can Clone Their Ideal Clients by Podcasting & Syndicating Your Message Worldwide

In today’s conversation, I’m speaking with The Retirement Answer Man himself, Roger Whitney. Besides being a CFP and having just about every other designation a financial advisor can have after his name, Roger is one of the few financial advisors in the US who has cracked the podcasting code and is actually using his weekly show to drive substantial assets to his firm from all over the country. Not only is Roger landing clients nationwide, but he recently even signed a US citizen living in...


043: Math Vs Emotions: How Top Performing Financial Firms Maximize Their Marketing ROI

Lately, I’ve been having a lot of conversations with financial advisors looking for the best ways to grow their firms, and I’ve been encountering one question more than just about any other: “How can I spend the least amount of money to maximize results - and get appointments on the calendar?” There are lots of things that independent financial advisors can do to generate leads. There’s public events, like seminars and workshops, as well as full-blown advertising campaigns, including TV and...


042: Dr. Saadiq El-Amin on How Financial Advisors Can Attract Pro Athletes, Doctors, and Rock Stars as Clients

Well this one’s a first! Today, I’m speaking with Dr. Saadiq El-Amin, he’s an MD, PhD, and a board certified orthopedic surgeon, who in his spare time also happened to start up a lab for Advanced Biomaterials and Tissue Engineering. You might be wondering how I plan to make a conversation with a surgeon applicable to you, the financial advisor, but within just a few minutes of meeting the doc, it became very clear my challenge was going to be fitting everything he had to offer you all into...


041: Chris Smith on The Campfire Effect™ Framework and Creating an Origin Story for Your Firm and Client Experience

Chris Smith and his team teach businesses how to integrate their origin story into everything their company does. He's the creator of The Campfire Effect™, which is a methodology designed to make your team, your partners, and your clients feel a true oneness and connection. The beautiful thing is that it was literally born in our industry as it came from Chris helping his former business partners merge two long-standing financial services firms in Arizona. They used it to create a brand and...


040: Michael Port on Mastering Public Speaking as a Financial Advisor, the Red Velvet Rope Policy & How to Steal the Show

When I asked Darren Hardy, former publisher of Success Magazine and someone who’s literally interviewed just about every successful entrepreneur and thought leader out there, what’s the best resource for becoming a better speaker and presenter... the first words out of his mouth were, read Michael Port’s book “Steal the Show”. Michael is a professional speaker, coach, and a 6-time bestselling author. During our conversation, Michael breaks down the exact strategies he teaches his students...


039: Jason Lahita on Leveraging PR as a Financial Advisor, Promoting a Book, & the Origin of FiComm Partners

Jason Lahita is the president and co-founder of FiComm Partners—they are a PR firm that focuses exclusively on the independent advisory community and to my knowledge still the only PR firm out there that deals just in the financial advisory space. Jason is seen as one of the most respected PR professionals in our industry. Today, we do a deep dive into all things PR for Financial Advisors. Download Jason’s FREE Financial PR Starter Kit that Covers 3 Simple Tips to Establishing a Low-Cost,...


038: Daniel Crosby on Behavioral Finance, the Psychology of Bitcoin Mania, & The Laws of Wealth to Better Serve Your Clients

Dr. Daniel Crosby is a psychologist, behavioral finance expert and asset manager who applies his study of market psychology to everything from financial product design to asset allocation. He’s also been named one of the "12 Thinkers to Watch" by, a "Financial Blogger You Should Be Reading" by AARP and was honored as one of the "Top 40 Under 40" by Investment News. Get Your FREE Copy of The Laws of Wealth: Psychology and the Secret to Investing Success at...


037: Brad Johnson on How Financial Advisors Can Build Referral Networks with Lawyers by Modeling Family Office Approach

Over the last decade of conversations with financial advisors, I know one of the biggest frustrations in our industry is building referral relationships with Lawyers. Today, I'm sharing my guest appearance on The Lawyerist Podcast as a way to help you crack the code on attorney referrals. Go download “The Estate Planning Attorney Referral Blueprint™" Show Notes:


036: Jim Sheils on How Financial Advisors Can Run a Successful Business Without Sacrificing Their Family & the Board Meeting Framework

This won’t be a typical episode where we talk about tactics to improve your marketing, appointment process, or how to scale your business. Today, Jim Sheils and I hit on something that’s far more important… how to make sure running a successful financial services practice doesn’t sabotage your relationship with your family. Click here to find out how you can get a FREE copy of Jim’s book The Family Board Meeting! Show Notes: http:/


035: Nicholas Kusmich on Facebook Ads for Financial Advisors, Traditional vs Digital Marketing, & His Give First Lead Gen Framework

In today’s conversation, I’m talking with my friend and special guest Nicholas Kusmich. Nic is best known as the world’s leading Facebook advertising strategist and for delivering the highest ROIs in the industry (at his peak, upwards of 30,000%). He’s also the author of "Give: The Ultimate Guide To Using Facebook Advertising to Generate More Leads, More Clients, and Massive ROI" and has worked with A-List clients like Tony Robbins & Joe Polish, as well as New York Times best-selling...


034: David Meerman Scott on Prepping Your PR for the Next Market Correction, Trump's Winning Media Strategy, and Newsjacking 101

In this conversation, I talk with David Meerman Scott, a Marketing and Sales strategist who’s authored a number of books, including The New Rules of Marketing & PR, now in it’s 6th edition which has been translated into 29 languages and is now used in universities and business schools worldwide. One of his most recognized books, Newsjacking talks about some of the strategies Donald Trump utilized to hijack headlines and generate free press in our most recent election. David has also spoken...


033: Process vs Product: What Financial Advisors Can Learn From the Most Successful Pitch in Shark Tank History

Over the years, we’ve dealt with a lot of offices, usually bringing anywhere from $3M to $150M+ in assets per year. No matter what the size of the firm, the most common question I get time after time, remains the same. “How do I get more appointments on the calendar?” Shocker, I know ;) But, it’s still an area that most independent financial advisors have yet to master. Today though, I’m going to explain something I've found that is an absolute game changer and comes even BEFORE you "dial...