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

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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 the...


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...


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...


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...


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...


032: Hal Elrod on Beating Cancer, Building a Community, & How Financial Advisors Can Create a Miracle Morning Routine

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 author of the bestselling book series—The Miracle Morning. Click Here To Get Free Access to Hal’s Miracle Morning Journal & His Personal Reading List! Show notes:


031: DLynn Proctor on Wine Tasting 101 for Financial Advisors, Hosting Events for the Affluent & A Customer Service Lesson from The French Laundry

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 internationally acclaimed wine documentary ‘SOMM’. Click Here to Download the "Hosting Your Own Wine Event 101 For Financial Advisors - Checklist and Timeline" Here are a just a handful of the things that you'll learn: Show notes:...


030: Garrett Gunderson on Transitioning from Tragedy to NYTimes Bestseller, Attracting Business Owner Clients, & Modeling a Family Office Approach

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 virtual Family Office and for you advisors looking for the secret formula for connecting with business owners, Garrett gives you all the tools in this conversation. He also happens to be a New York Times bestselling author of the book...


029: Jon Acuff on his New Book Finish, What he Learned Working with Dave Ramsey, & How to Serve Your Audience

Jon Acuff is a New York Times Bestselling author, who for 19+ years, has been helping companies like Home Depot, Bose, Staples and even the Dave Ramsey team, tell their stories. He’s a well-known public speaker and his blogs have been read by millions of fans around the world. In this conversation, we dive deep into Jon’s 6th book — Finish: Give Yourself The Gift Of Done — which is not only extremely entertaining (it literally had me laughing out loud one night), but it is actually backed...


028: Pete Vargas on Winning Local Stages, Creating Signature Talks that Convert & How to Advance Your Reach

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...


027: Barry Glassman on Scaling a $1 Billion RIA from Ground Up & the Secret to Creating an Award Winning Culture

Barry Glassman is the President and Founder of Glassman Wealth Services®, where he leads an RIA that not only oversees a billion dollars of assets but has also been named best place to work by just about every major publication in the DC area. It’s amazing how Barry has found a way to both scale his business and his team very quickly, while at the same time creating an incredible place to work, this isn’t common in financial services and we cover a lot of how he does it in our...


026: Kristi Piehl on Leveraging Television as a Financial Advisor, Framework for Successful Media Appearances, & Creating World-Class Company Culture

After 12 years as a TV news anchor, Kristi Piehl decided to turn the tables and use her expertise to get her clients on TV. She's the Founder and CEO of Media Minefield, a TV news-driven public relations agency specializing in earned media nationwide. In this conversation, you’ll hear how Kristi has carved out a niche that is shaking up the PR industry and doing things differently to help financial advisors across the country get the attention they deserve! Click Here to Download...


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