Ranked #1
049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue
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 fin... Read more
18 Jun 2018
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1hr 31mins
Ranked #2
003: Scott McKain on Creating the Ultimate Client Experience and What Made Zig Ziglar Unforgettable
003: Scott McKain on Creating the Ultimate Client Experience and What Made Zig Ziglar Unforgettable
Scott McKain joined me for this podcast. From his experience of how a random cab ride led to a book deal with the larges... Read more
11 Mar 2016
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1hr 9mins
Similar Podcasts
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Ranked #3
061: Carl Richards on How to Simplify Your Appointment Process and Build Trust by Asking Better Questions
061: Carl Richards on How to Simplify Your Appointment Process and Build Trust by Asking Better Questions
In today’s conversation, I grab some time with Carl Richards. For those of you unfamiliar with Carl, he is a CFP and cre... Read more
19 Aug 2019
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1hr 11mins
Ranked #4
027: Barry Glassman on Scaling a $1 Billion RIA from Ground Up & the Secret to Creating an Award Winning Culture
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... Read more
31 Jul 2017
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1hr 16mins
Most Popular Podcasts
The Joe Rogan Experience
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Ranked #5
050: Hilary Hendershott on Her Profit Boss Podcast Generating $37M of New Assets & the Power of Marketing to a Niche
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 t... Read more
2 Jul 2018
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1hr 29mins
Ranked #6
041: Chris Smith on The Campfire Effect™ Framework and Creating an Origin Story for Your Firm and Client Experience
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 t... Read more
7 Feb 2018
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1hr 24mins
Ranked #7
075: The Virtual FA Series™: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients
075: The Virtual FA Series™: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients
In today’s episode of The Virtual Financial Advisor Series™,” I’m speaking with Joshua B. Lee. Joshua is a strategic gro... Read more
15 May 2020
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1hr 11mins
Ranked #8
035: Nicholas Kusmich on Facebook Ads for Financial Advisors, Traditional vs Digital Marketing, & His Give First Lead Gen Framework
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... Read more
6 Nov 2017
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1hr 1min
Ranked #9
005: Joey Coleman on what Financial Professionals Can Do for New Clients in the First 100 Days to Help Retain Them Forever
005: Joey Coleman on what Financial Professionals Can Do for New Clients in the First 100 Days to Help Retain Them Forever
Joey Coleman (http://joeycoleman.com/about/) is the founder and Chief Experience Composer of Design Symphony – a custome... Read more
25 Apr 2016
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1hr 21mins
Ranked #10
038: Daniel Crosby on Behavioral Finance, the Psychology of Bitcoin Mania, & The Laws of Wealth to Better Serve Your Clients
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 psychol... Read more
18 Dec 2017
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1hr 12mins
Ranked #11
067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients
067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients
Today, I’m talking with Michael Kitces. If you’re in financial services and aren’t familiar with Michael, my guess is yo... Read more
24 Dec 2019
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2hr
Ranked #12
032: Hal Elrod on Beating Cancer, Building a Community, & How Financial Advisors Can Create a Miracle Morning Routine
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 o... Read more
9 Oct 2017
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1hr 32mins
Ranked #13
040: Michael Port on Mastering Public Speaking as a Financial Advisor, the Red Velvet Rope Policy & How to Steal the Show
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... Read more
22 Jan 2018
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1hr 16mins
Ranked #14
045: Roger Ibbotson on Why Financial Advisors Should Consider Fixed Indexed Annuities As Bond Alternative
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 pu... Read more
16 Apr 2018
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1hr 6mins
Ranked #15
052: James Clear on How Financial Advisors Can Simplify the Complex with Mental Models and His New Book Atomic Habits
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... Read more
17 Oct 2018
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1hr 12mins
Ranked #16
028: Pete Vargas on Winning Local Stages, Creating Signature Talks that Convert & How to Advance Your Reach
028: Pete Vargas on Winning Local Stages, Creating Signature Talks that Convert & How to Advance Your Reach
In this episode, I talk with Pete Vargas, aka “The Stage Whisperer” who since 2003 has been responsible for booking over... Read more
14 Aug 2017
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1hr 30mins
Ranked #17
046: Greg Salciccioli on Why So Many Financial Advisors Fall Victim to the 7 Enemies of Excellence
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 Org... Read more
8 May 2018
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1hr 9mins
Ranked #18
018: Ian Cron on The 9 Personality Types and How Better Knowing Your Prospects Motivations Leads to Success
018: Ian Cron on The 9 Personality Types and How Better Knowing Your Prospects Motivations Leads to Success
Click Here for Ian's Free Enneagram Cheat Sheet & Assessment! This week on Elite Advisor Blueprint, Ian Cron is here... Read more
20 Mar 2017
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57mins
Ranked #19
016: Jon Berghoff on The Referral Framework, Building Your Sales Team, and Taking Your Business to the Next Level
016: Jon Berghoff on The Referral Framework, Building Your Sales Team, and Taking Your Business to the Next Level
"True curiosity comes from humility -- the humility to realize that there's always another level." - Jon Berghoff This w... Read more
20 Feb 2017
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1hr 40mins
Ranked #20
020: Ian Altman on Same Side Selling, What Sets His Financial Advisor Apart, and Hiring A+ Talent
020: Ian Altman on Same Side Selling, What Sets His Financial Advisor Apart, and Hiring A+ Talent
Click Here to Get Access to Ian Altman's "Same Side Pitch" - An Approach to Selling That Your Clients Can Actually Embra... Read more
17 Apr 2017
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1hr 19mins
