The Elite Advisor Blueprint®: A Podcast for Financial Advisors

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Click here to check out the charity: water film! In this episode I talk with Scott Harrison, he’s the founder and CEO of charity: water, a charity that is just over a decade old and broke all the rules when it comes to how a charity should operate. This has lead to over a quarter of a billion dollars raised which has provided over 7 million people in less developed countries with clean water. Their goal is that some day every human on earth will have access to clean water. Today’s conversation is a little different as most episodes we focus on marketing, the client experience and other business building topics. Most of the conversation today relates to how to make an impact on the world around you and do the work that really matters. This is something I believe you all as financial advisors do on a daily basis, using that tool called money to help your clients create life experiences and leave a legacy behind for people or causes they love. Here are a just a few highlights from our conversation: We get into how radical generosity helped Scott understand true happiness and the secret to helping your clients experience it as well. Next we discuss the 3 things Scott did early on to blow up the traditional charity model that was revolutionary to how charities functioned at the time. This has led to charity water’s backing from the founders of Facebook, Twitter, and Spotify as well as a number of Hollywood’s who’s who. Then we cover the secret behind storytelling to create a movement and why sharing stories of failure leads to greater connection. Lastly, make sure you don’t miss little 9 year old Rachel’s story. HERE'S HOW YOU CAN HELP CHARITY: WATER Share the film which you can find on YouTube right here.  Join "The Spring" movement by clicking here. Donate your next birthday for charity: water by clicking here. SHOW NOTES: [07:07] Scott shares his transformational story, from promoting top nightclubs in NYC to selling all his possessions and moving to Liberia - a country with no public electricity, running water or sewage. [15:26] Find out what documenting as a photojournalist in West Africa taught him about courage and the single event that turned his charity experience into a $96,000 donation. [23:39] Find out how radical generosity can help you unlock true happiness and fulfillment. [28:00] Why are there 663 million people in the world that don’t have access to clean water? Scott explains the MASSIVE water epidemic that nobody’s talking about!    [34:58] Discover the business model behind charity: water and how Scott’s team had to think differently about creating a sustainable and transparent solution to solve the world’s water crisis. [43:55] Scott explains how he was able to turn 200 bucks into $250 million by  building an inspirational brand that focused on compassion, generosity and empathy, rather than shame and guilt. [44:57] How he kept his promise to donate 100% of proceeds to people in need, despite nearly going bankrupt. [47:19] The million dollar conversation that kept the lights on and the secret to crafting a compelling story that resonates with your audience. [55:01] The incredible story of Rachel, a 9-year-old who’s wish to give, raised over $3 million and helped over 100,000 people get clean drinking water.   [01:02:45] What was it about charity: water that made it such a powerful movement that encouraged people to make a difference? [01:05:41] Find out what Scott would do differently if he had the chance to go back in time and talk to his 25-year-old self. [01:19:06] Who is the first person Scott thinks of when he hears the word successful and why? [01:10:25] Scott shares the one book that has had the biggest impact on his life and why it’s been a pivotal part in helping him serve those in need. [01:12:06] The one piece of advice that has led to his success and his goal to someday return the favor of writing a million dollar cheque to charity. ''Giving humans access to clean water is one of the most incredible gifts you can give.'' - Scott Harrison SELECTED LINKS FROM THE EPISODE Connect with Scott Harrison Facebook | Twitter | LinkedIn | YouTube | Instagram Charity Water Donate Your Birthday! The Spring Film The Spring Rachel Beckwith’s Story Yellow Thunder Drilling Rig Mercy Ships Ruhlin Group Bebo AOL The Compound Effect by Darren Hardy The Bible - New Testament PEOPLE MENTIONED IN THE EPISODE John Ruhlin Michael Birch Darren Hardy Dr. Gary Parker Disclaimer This is provided for informational purposes only. Producers are ultimately responsible for the use or implementation of these concepts and should be aware of any and all applicable compliance requirements​. Results from the use of these concepts are no guarantee of your future success.  
Michael is a prolific author and speaker in addition to his work as a mentor. His latest book, Living Forward: A Proven Plan to Stop Drifting and Get the Life You Want, (co-authored with Daniel Harkavy) is a roadmap for those of us that are excited about coming up with a plan to become our best, most successful selves in all aspects of life. In this episode, Michael gives us a crash course in his Best Year Ever framework so that you can apply these lessons as 2016 winds down. We discuss the actions each day entails, as well as the life experiences that underlie each day's lessons. Michael also touches on some outside concepts -- like Dan Sullivan's gap vs. gain idea -- that further enrich the Best Year Ever course. We also discuss some of the goals we've both missed, and how these setbacks can sharpen our focus for the future. Get full show notes and more information here: 
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 interactions for their customers. In short, their team works to get all of the pieces of your business on the same sheet of music, playing in harmony – hence the name Design Symphony. Joey specializes in helping you to better understand your audience, determine what will get their attention, and develop strategies to wow them again and again – especially in the crucial, First 100 Days of the customer lifecycle. Company’s like Zappos and Hyatt Hotels call Joey when they need help! You guys will love Joey, here’s just a tiny sample of what we cover: • Want to know what it’s like to interview for a job w/ the CIA??? Joey tells us as he actually had “Top Secret” security clearance when he worked there under the Clinton administration • The do’s and don’ts of public speaking… Joey shares how he preps for his big speeches, what most audience members DON’T do that they should, and common mistakes Joey’s seen others make from stage • Then we get into The First 100 Days® which is Joey’s framework for “WOWING” your clients to such a level in their first 100 days that they’ll never leave! Great examples shared in our conversation, including a cool story involving how he personally pulled this off with Darren Hardy (with the help of his friend John Ruhlin) • Then it’s on to some rapid fire questions which include Joey’s most gifted books, the advice he’d give his younger self…and much more! • One last thing - Don’t miss the FREE TOOL found on the podcast page from Joey for all of our listeners, his "The First 100 Days Starter Kit" to help you implement this game changer into your own business!!! Check out the show notes at
On today’s podcast, I’m talking to Jason Khalipa - Jason was crowned the Fittest Man on Earth in 2008 and is regarded as one of the most accomplished athletes in CrossFit Games history. He’s the Founder of NCFIT, which is a global company with thousands of participants worldwide, aimed at making fitness effective, fun, and accessible. He’s also the author of "As Many Reps as Possible" where he reveals simple principles to take control of your life and harness your true potential. Jason and I first crossed paths last year at Jayson Gaignard’s Mastermind Talks event and after a few morning workouts with him, it not only became clear how he became an elite CrossFit athlete, but also how he’s taken that and applied it to becoming an incredible coach and entrepreneur. I’m honored to have him on the show and share with you all just how much financial services and fitness have in common and how to incorporate the mindset of a world-class athlete into your own business! Here are just a few highlights of what we get into: How you can take your clients from financially unfit to fit - and why having a proprietary process is absolutely vital to building and scaling a successful practice. How to hold your team accountable - and how Jason reacted when a mentor told him he had a hobby, but not a business - this is a critical lesson for every financial advisor to hear. The story of his daughter’s battle with leukemia and why scaling his business gave him the power to take a vital step back during a critical moment in his life.   FREE OFFER Get a FREE Autographed Copy of Jason Khalipa’s Book, As Many Reps As Possible. Visit to claim your offer!    SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit
In today’s conversation, I finally get the chance to sit down for a long overdue conversation with Bo Eason. Bo has one of the most unique back stories of any guest we’ve had on the show. After college, he was drafted by the Houston Oilers and played safety for them before a premature knee injury ended his career. After the NFL, Bo aspired to become the best stage performer of his time and spent time personally mentoring under Al Pacino before writing and starring in his one-man Broadway show, Runt of the Litter. In his third and current act, he's focused his energy on helping others both craft and tell their own stories from stage and is now a highly sought out speaker and coach. He dives into all of this and more in his soon-to-be-released book, There's No Plan B for Your A-Game, which we discuss in today’s conversation. Today, I’m honored to have him on the podcast to talk about how he's mastered the art of performance, what makes his presentation so compelling no matter how many times I’ve seen it, and how financial advisors can tell their story and make their own speaking engagements more effective on every level.   FREE OFFER Get a FREE Autographed Copy of Bo Eason’s Book, There's No Plan B for Your A-Game: Be the Best in the World at What You Do Pre-Launch bonuses if you purchase 5 or more copies of Bo's new book.  Visit to see how you can claim your offer!    SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit
Watch the YouTube video at the top of the show notes page, to see Chris’s screen as he walks you through The 4 Disciplines of Execution! On today’s podcast, I’m talking to Chris McChesney. Chris is the Global Practice Leader of Execution for Franklin Covey, where he serves as one of the primary developers of The 4 Disciplines of Execution - a framework for accomplishing strategic business goals and creating lasting organizational change. Chris has led many of the most noted implementations of The 4 Disciplines, including Marriott International, Shaw Industries, Ritz Carlton, Kroger, Coca Cola, Comcast, Frito Lay, Lockheed Martin and Gaylord Entertainment, to name a few. I first came across his work through Michael Hyatt, who called The 4 Disciplines of Execution the gold standard for his team. It’s one we’ve implemented into our team’s weekly ritual as well. Today, I’m honored to have Chris on the podcast to talk about how to simplify what’s really tough for a lot of financial advisors to execute on - and the tools and techniques you can use to inspire your team to help them not only meet your goals, but their own as well.   FREE OFFER Get a FREE Autographed Copy of Chris McChesney’s Book, The 4 Disciplines of Execution Visit to see how you can claim your offer!    SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit
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 radio, for some of the larger firms out there. But if your current strategy is struggling to land new clients or increase your amount of new assets, it’s time to take a step back and ask yourself: are you looking at math, or are you making your marketing decisions based on what you’re thinking and feeling? Today, we’re going to talk about what so many advisory firms do wrong. I’m also going to explain a super simple approach to make it easier than ever for you to determine how to spend in order to land clients, grow your revenue, and crush your goals for 2018. Get access to the full show notes by visiting
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, High-Value Media Relationship -->
''There's nothing you're going to do today to earn or deserve tomorrow.'' - Jon Vroman  This week on The Elite Advisor Blueprint, I get the chance to talk with Jon Vroman. Jon is an American award-winning motivational speaker, author, philanthropist, podcaster, personal coach, ultra-marathon runner, founder of the Front Row Foundation and most importantly, husband and father. I got to know Jon personally at a dad’s retreat last year that he ran with his good friend Jon Berghoff who we had on in episode 16 of the podcast. Jon has one of the biggest hearts of anyone I’ve ever met and has a truly inspiring story. After an incredible start to his career in the sales industry where he climbed the corporate ladder very quickly, he made the decision to literally step into his boss’s office and quit so he could start a charity. This led to him co-founding the Front Row Foundation which helps create “Front Row” type experiences for those suffering from life threatening illnesses. This has included past recipients literally sitting front and center and often meeting their favorite athletes or entertainers. Performers like Justin Bieber, Jason Aldean, Garth Brooks, Jimmy Buffett, Carrie Underwood, Bon Jovi, & Alan Jackson. Along with professional athletes like Steve Nash, Johnny Damon, and Derek Jeter. Jon shared some incredibly powerful stories during our conversation on how they’ve been able to impact others that are battling for their life, but also how these experiences have impacted his life in return. Be ready for some emotional moments as Jon had me on the verge of tears multiple times with the stories he shared. For many of you Blueprint listeners who have helped us raise over $25,000 during our past March Madness Charity events, I’m proud to announce that we are partnering with Jon and The Front Row Foundation this year. So, if you are moved by this conversation, we’ve made it easy to help create a “Front Row" experience that will help someone battling a life threatening illness. In fact we are still accepting nominations if you unfortunately happen to have a friend or family member in this situation, send me a personal email if you’d like to find out how to make the nomination. Also, we have created a special page for this years event, go to if you’d like to help us make a difference for someone in need. Besides running a charity that’s raised over $1M for those in need, Jon also happens to be a world-class professional speaker and has been named “College Speaker of the Year” multiple times, in this conversation we also dive into some incredible tips on how to: Be properly introduced as you take the stage Captivate your audience (and more importantly how to drive engagement if they aren’t captivated) Craft a compelling story and utilize that story to drive appointments In typical Jon Vroman fashion, he did something special for all you Blueprint listeners and setup a page for special pre-release pricing on his new book The Front Row Factor: Transform Your Life with The Art of Moment Making due out March 28th. In his new book, Jon distills all the life lessons he’s learned from sharing moments with those who are fighting to stay alive. All pre-release purchasers also get some special bonus offers as well, so be sure to grab your copy here.   You guys are going to love the ideas Jon shares here!   SHOW NOTES: [05:23] Jon shares the story of how he transformed his life and the way he now views the world. [08:50] Jon’s talks about his early career working for CutCo and why he decided to take a leap of faith to quit his job and become a full-time speaker. [13:15] A few inspiring stories from Jon’s book Front Row Factor: The Art of Moment Making and what they can teach us about making the most of the time we have. [20:20] How having hope for the future can change how people invest in the present.   [23:00] How the fear of knowing this ride could end at any moment, motivated Jon to live big, give big and create a world that would make his kids proud. [27:55] Being reminded that one day your life will come to an end and using that to focus on what matters the most right now. [32:44] Jon’s top tips to financial advisors for captivating your audience, crafting a compelling story and mastering your next public speaking gig.   [41:00] How to use the power of story to connect with people so you can land more appointments. [45:52] Why a proper introduction is critical before taking the stage. [50:00] Find out how Jon deals with an audience that isn’t fully engaged and who he decides to focus his attention on. [54:38] Jon shares the life lessons and nuggets of wisdom that he’s received from interviewing leading experts and entrepreneurs on the Front Row Factor podcast. [58:00] The importance of helping others achieve their goals and how it will come back to you twofold. [59:31] Why Jon thinks of his Dad when he hears the word “successful”. [01:00:56] Discover Jon’s favorite book and how it’s changed his life! [01:03:56] The advice Jon would give to his 30-year-old self. [01:06:00] Jon’s gives the one piece of advice that has led to his success.  SELECTED LINKS FROM THE EPISODE Connect with Jon Vroman Website|Twitter|Facebook|Instagram| LinkedIn Front Row Factor [PODCAST] Front Row Foundation [CHARITY] Dad’s Retreat [EVENT] CutCo [COMPANY] Front Row Factor: The Art of Moment Making by Jon Vroman [BOOK] When Breath Becomes Air by Paul Kalanithi [BOOK] Miracle Morning by Hal Elrod [BOOK] PEOPLE MENTIONED IN THE EPISODE Jon Berghoff - Co-founder of the Flourishing Leadership Institute John Ruhlin - Founder of Ruhlin Group John Kane - Director at Vector Marketing Thomas Kay - Front Row Foundation beneficiary Cameron Harold Joey Coleman - First 100 Days Simcha Gluck - Co-founder of the Fresh Biz Game Hal Elrod - Author of Miracle Morning Michael Hyatt - former chairman and CEO of Thomas Nelson Publishers
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 market yourself and stand out in a “sea of sameness". As financial advisors, we can learn a lot from Pellegrino’s processes and insights.  FREE OFFER To Download Pellegrino’s “Fashion Tips for Financial Advisors” cheat sheet visit As an added bonus, he's also offering a 20 minute, 1-on-1 virtual consult to help level up your style, so you can make your first impression a lasting impression! (offer available to the first 20 listeners who take advantage of it.) SHOW NOTES To get access to today's show notes, transcript, and all the resources mentioned, visit
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
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
In today’s episode of The Virtual Financial Advisor Series™ Bryan and Shannon Miles join the podcast. Bryan and Shannon are the founders of BELAY, an organization that specializes in providing virtual assistants, bookkeepers, and web specialists to help companies grow. With over 1,100 team members across the United States and no offices (even before the COVID-19 pandemic), BELAY has won a number of major awards for company culture, including Entrepreneur’s award for Top Company Culture in 2017. Bryan is also the author of Virtual Culture: The Way We Work Doesn’t Work Anymore, a manifesto championing remote work and respecting employees to retain incredible talent and create a forward-thinking culture that embraces the future of work. Today, Bryan and Shannon are here to talk about what it means to create and maintain company culture in a virtual workplace. The insights from this conversation couldn’t possibly be more timely - especially if you’re an advisor struggling to make sense of the transition from an on-site, brick-and-mortar operation to an all-virtual, all-remote firm. Here are just a few highlights of what we get into: #1: How you can create a culture of accountability and ensure that work is getting done in a 100% virtual work environment - and the proven framework Bryan and Shannon have been using to do this for years, via Zoom. [15:24] #2: Why it’s so easy for business owners to come across as tone deaf in their messaging during the COVID-19 pandemic - and how to tailor your messaging to provide value, cut through the noise, and change only where your conversation happens - not your value proposition. [36:33] #3: What financial advisors should know about working with business owners (like Bryan & Shannon) and what their family office did to show up differently for them during this time. [41:35] FREE GIFTS Get a FREE Autographed Copy of Bryan Miles' Book, Virtual Culture: The Way We Work Doesn’t Work Anymore Get FREE Access to The BELAY Guide to Working From Home Visit to claim your gifts! JOIN THE VIRTUAL ADVISOR FACEBOOK GROUP If you'd like to learn how to take your advisory practice from bricks & mortar to digital, join our private Facebook community that is made up of hundreds of financial advisors, just like you. Visit SHOW NOTES To get access to today's show notes, including free offers, transcript, and links to all the resources mentioned, visit
In today’s conversation, I’m speaking with Casey Weade. Casey is a sought-after retirement planning professional, speaker and CEO of the national financial firm, Howard Bailey. He hosts the “Retire with Purpose” radio, TV show and podcast — providing sound financial guidance to pre-retirees and retirees across the country. His firm is way ahead of the curve when it comes to operating digitally, and he has a deep understanding of how to market, run appointments, and close clients in a time when in-person, on-site meetings are not even an option. If you’re wondering what to do as a result of coronavirus and you want to learn how to run your financial advisor practice virtually, just like Casey, you won’t want to miss today’s conversation. FREE GIFT Get FREE Access to the Live Webinar, How to Run a Financial Advisor Practice Virtually. Visit for all the details.  SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit
In today’s conversation, I sit down with Bryan Miles. Bryan is the co-founder, along with his wife, Shannon, of Belay Solutions (formerly known as EA Help). Belay provides virtual assistants to help business owners and C-level execs in a number of industries grow without the added stress of having to do everything on your own. I was introduced to Bryan through our mutual friend Michael Hyatt who started out as a client of Belay, and in turn, Michael put Belay on the map with a single tweet. If you’re finding yourself with email inbox overwhelm, getting bogged down with travel bookings, or stress at home due to lack of calendar integrity you’ll want to put this episode on repeat. Also, don’t miss the advice midway through the episode that Bryan got on the side of a mountain while climbing with one of his mentors on what it truly means to “own a business.” Some of the wisest advice I’ve heard in any interview I’ve ever done.   FREE OFFER Get a FREE Copy of Bryan's Book, Virtual Culture: The Way We Work Doesn’t Work Anymore, a Manifesto.   Get Bryan's Delegation Matrix - The 5 Things to Delegate to Save 15 Hours This Week + The Executive Template Visit to see how you can claim your offer!    SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit
Happy Thanksgiving! On a day where we should sit back and reflect on all that we are thankful for, I am humbled to share this conversation with you all.  My buddy, John Israel, is the author and founder of The Mr. Thank You Project: A Journey to Elevate the Level of Gratitude on the Planet.... One Card at a Time. Over the course of a year, he wrote 5 thank you cards a day, EVERY day – that’s 1,825 handwritten thank you cards over the course of a year!!! His new book tells the story of the surprising and amazing things that happened along the way! It's easily one of the top books I've read in 2018 and if you're looking to learn how expressing gratitude - both personally and professionally - can make you a better financial advisor and a better person ... this episode is for you! FREE OFFER Get a free autographed copy of John's book The Mr. Thank You Project: A Journey to Elevate the Level of Gratitude on the Planet One Card at a Time  As a bonus, you'll also receive the The Mr. Thank You - 30 Day Challenge. Visit SHOW NOTES To get access to today's show notes, transcript, and links to all the resources mentioned, visit
Click Here to Download Brad's Exclusive Step by Step Process on How to Podcast   In this episode I talk with Pete Matthew, who is a Chartered Financial Planner, a Certified Financial Planner and Managing Director of Jacksons Wealth Management from across the pond in Penzance, UK. Besides his day job, he also happens to host a top 5 business podcast in the UK with just under 1 Million episodes downloaded and has really cracked the code when it comes to podcasting. For those of you who have considered podcasting or are on the radio, you are going to love this conversation!   Here are a just a few highlights: We get into how Pete has transformed his podcast into a marketing funnel that currently drives over 25% of his business and generates 4-5 new prospects a week - make sure you don’t miss the story of Pete’s first podcasting client as it speaks to the power and reach of the medium. Then we dig in on how technology is breaking down the geographical boundaries for marketing and how Pete believes virtual appointments are 95% as effective as face to face. Next we dig into Pete’s 3 step framework for creating engaging content for his show. The great news is that it works just as well on radio. From there we spend some time on the problem with jargon in the financial services industry, the simple framework you can use to overcome it, and why it’s so important for creating a greater connection with your clients and prospects. Finally, don’t miss the secret Pete uses to engage with his audience to generate reviews for his show. It's super easy and powerful! ''As an industry, we make financial planning more complex than it needs to be.'' - Pete Matthew SHOW NOTES: [00:03:10] Discover the power of podcasting and the incredible benefit of being able to connect with influential people from around the world. [00:06:00] Find out how his passion for teaching and lessons from Gary Vaynerchuk's book “Crush It!” led to an inspiring 7 year digital journey that's helping people understand money and succeed financially. [13:23] How has podcasting become Pete's biggest source for client referrals and securing new business? [15:29] The step-by-step framework Pete uses to turn podcast listeners into qualified leads and why his clients love virtual meetings. [17:19] Why you no longer have to chase new business... Learn how “Attraction Marketing” is changing the game. You'll have prospects banging on the virtual doors begging to work with you!   [21:49] How asset managers and advisors can break free from the traditional “this is my territory” mindset and land high-flying clients who love the convenience of a virtual relationship.   [00:28:33] Find out how technology and virtual transactions have changed the internal processes at Pete’s firm. [00:30:09] How financial advisors can transition from traditional radio to the world of podcasting and the critical factors to creating great content that speaks to your audience. [36:38] The 3 simple keys to financial planning and why great financial advisors should never worry about being boxed out by technology. [00:41:03] Why are so few financial advisors joining the podcast movement? Find out why it's never been easier, learn to overcome your fear for compliance, and discover Pete's top tips for podcasting success. [53:33] The importance of eliminating financial jargon and simplifying complex terms for your clients. [59:10] Planning on starting a podcast? Don’t miss Pete’s best practices for generating ratings and reviews and creating social proof with your audience.   [01:05:59] What things does Pete hope are looked at as being absurd 25 years from now. [01:07:19] Find out why Pat Flynn is the first person Pete thinks of when he hears the word successful. [01:08:19] The one book Pete thinks everyone in the financial services industry should read. [01:11:52] A simple, yet effective piece of advice anyone can implement to be successful. ''Care passionately about those who consume your content and you'll be just fine.'' - Pete Matthew SELECTED LINKS FROM THE EPISODE Connect with Pete Matthew Facebook | Twitter | YouTube | LinkedIn Meaningful Money Jackson’s Wealth Management NextGen Planners Crush It! by Gary Vaynerchuk XY Planning Nucleus Platform by Michael Hyatt Known by Mark Schaefer The Support Economy Smart Passive Income The Advisor Century PEOPLE MENTIONED IN THE EPISODE Gary Vaynerchuk Adam Carolan Michael Kitces Jeff Rose Michael Hyatt Pat Flynn Mark Schaefer Dan Sullivan   Disclaimer  This program is provided for informational purposes only. Please keep in mind that not all insurance carriers allow "business through the mail" and there may be registration requirements and limitations for virtual investment advisory services. Producers are ultimately responsible for the use or implementation of strategies and concepts discussed and should be aware of the compliance requirements of any broker-dealer or Registered Investment Advisor with which they may be affiliated, the insurance carriers they represent, federal regulations and state insurance and securities regulations. Investment advisors are strongly encouraged to obtain pre-approval from the broker-dealer and/or Registered Investment Advisor with which they may be affiliated prior to implementing this practice. Results from the use of the concepts and strategies shared by Peter Matthew are no guarantee of your future success. The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. Alan Moore is not affiliated with or sponsored by Advisors Excel.
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 Professional Sports Franchises: San Antonio Spurs, Chicago Bears, & Miami Dolphins Casinos & Resorts: Caesars Palace, Atlantis, & MGM Thought leaders: Darren Hardy, John Maxwell, & Jeffrey Gitomer When organizations like these need to WOW their clients or prospects with an incredible gift or experience, they turn to John and his company. In fact the gift giving methodology that John drops during this interview is so ground breaking, his recently released book Giftology skyrocketed to #1 on Amazon in the customer service category. After relistening to the audio to grab some highlights for you guys, I’m convinced this show may make the biggest impact on your business to date of any we’ve ever done. I know that’s a bold statement, but here are just a few of the highlights from John and I’s conversation: We begin with John’s journey and how it started with some incredible advice from a mentor that led him to become CutCo Knives #1 selling distributor EVER… and oh yeah, this was by the time he was a senior in college John reveals how 99% of all financial advisor gifts break the #1 most important rule of gift giving… and how to fix it! A few of the other concepts John covers to become a black belt in gift giving include… One thing that every great gift should include Best and worst times of year to give gifts Most forgotten person when gifting happens in business Biggest gift giving mistake people make when thanking others for a referral Secret spot in the home to an incredibly meaningful gift (the secret to referrals!) Word John uses to replace “gift” that will change the way you choose your gifts and how you give them One last thing... John made an incredibly generous offer to share a free tool from his new book Giftology, “10 Gifts to Avoid Giving Key Clients”. Also an added bonus, because gifting can get especially tricky with gift limitations in the financial services space, our team over at Advisors Excel put in some extra work and created our “Guide to Gifting”. Both of these tools are available to download HERE. Thanks for listening, you're going to love the conversation with John! Check out the show notes at 
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 authors, and a number of Inc. 500 companies. Today, he’s going to break down a simple Facebook advertising strategy that all you financial advisors can use to go after prospects with laser focus. Nic will help you shine the light on the top 4% of prospects that result in 80% of your revenue! Click here to get a FREE copy of Nic’s book “Give: The Ultimate Guide To Using Facebook Advertising to Generate More Leads, More Clients, and Massive ROI” Show Notes: http:/
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:/
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 such a short conversation. Over the course of an extraordinary career, Dr. El-Amin has provided care for many pro athletes and other high net worth individuals. Athletes like Shaquille O’Neal have sought him out as well as The President of Liberia among other notables. Today you'll learn how to apply Dr. El-Amin's principles to your own practice so that you can land high net worth clients, just like him.  Show Notes: Free Offer to Blueprint Listeners Brad’s Offering a FREE 30 Minute Coaching Call to 5 Lucky Financial Advisors. Visit to Apply.
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:
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 Kristi's Gift ''5 Tips for Financial Advisors When Considering a PR Firm'' Show Notes:
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.   Download Pete's 5 Powerful Tools for Winning Stages and Advancing Your Reach as a Financial Advisor by visiting:
In today’s conversation, I’m speaking with Michael Hyatt. Michael is a New York Times bestselling author, podcaster, blogger, and speaker. His newest book, The Vision Driven Leader, explores how to effectively lead organizations, inspire people to action, and make your big dreams a reality, and today we'll be talking all about it. For those of you looking to attract incredible talent, retain them, and keep them happy for years to come as you build a great company, this conversation is a must-listen! Here are 3 of my big takeaways from this episode… #1: Why writing and publishing books should be an integral part of your sales funnel and how it can lead to incredible opportunities. [05:32] #2: The fatal error Michael’s previous financial advisor made that cost him Michael’s business - and big lessons from Michael’s search for a new advisor. [31:30] #3: How to create a clear, inspiring, practical and attractive picture of your organization’s future. [45:03]   FREE GIFT Get a FREE Autographed Copy of Michael Hyatt's Book, The Vision Driven Leader by visiting SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit
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Podcast Details

Dec 17th, 2015
Latest Episode
Feb 24th, 2020
Release Period
No. of Episodes
Avg. Episode Length
About 1 hour

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