Episodes
Pat Quinn is a presentation coach and the head speaking trainer for Advance Your Reach, where he’s coached some of the best speakers in the world. For advisors giving live seminars, this convo is going to help you better connect with your audience, which in turn means more appointments on the calendar. Not only are you going to get some incredible ideas to grow your business, but you'll also get a sneak peak inside one of Advisors Excel’s flagship trainings. Show notes: BradleyJohnson.com/57
Published 05/24/19
Today I’m throwing in a bonus episode from my appearance on The Adviser Gap Podcast. It’s hosted by James Mousley and Sean Banks from, as they say, “across the pond” over in the UK. They’ve created their podcast to address the lack of training out there to help paraplanners bridge the gap into a true financial planning role. This is a common problem in the US as well, and the topic that we discuss during today's conversation. Show notes: BradleyJohnson.com/56
Published 04/29/19
Hal Elrod is back for round 2 on the podcast! If you're unfamiliar with Hal and his Miracle Morning book and the morning routine that’s created a movement for millions worldwide. Today, we're talking about his latest book The Miracle Equation: The Two Decisions That Move Your Biggest Goals from Possible, to Probable, to Inevitable, which is officially live for purchase today. Show notes: BradleyJohnson.com/55
Published 04/16/19
Phillip Stutts is the founder and CEO of Go BIG Media and Win BIG Media, two award-winning, disruptive agencies that use political digital strategies to get major results for clients in and out of politics - including financial advisors. Phillip is also the author of Fire Them Now - an excellent new book that identifies the lies marketing agencies use to try to get (and keep) clients. Show notes: bradleyjohnson.com/54
Published 04/08/19
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...
Published 11/22/18
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 jamesclear.com - 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 topics,...
Published 10/17/18
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...
Published 07/30/18
Hilary Hendershott is the founder of Hendershott Wealth Management and host of the Profit Boss Podcast - which is her #1 source for acquiring new clients. She’s generated over $37M of new assets in the last 10 months! She averaging 1 lead via her website per day, and is currently seeing 1 high net-worth lead - $500,000 or more of investable assets - come in every 6-7 days, most of which reach out via her website after listening in to her podcast. Show notes: http://bradleyjohnson.com
Published 07/02/18
As the founder of Track That Advisor, Erica Pauly has created a business that helps financial advisors track all the metrics that matter in their business. Today, we discuss how financial advisors at every level can use data to work smarter - not harder. We explore how smaller firms can intelligently scale and make their first hires, as well as how larger firms can track their numbers to make sure each and every advisor on the team is performing at their optimal level.  Bradleyjohnson.com/49
Published 06/18/18
Greg McKeown is 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 - balancing everything we want to do in business with the things that truly matter in life. As financial advisors, if there’s one thing we need, it’s a book on what NOT to do and a framework to focus on the things that truly matter. Show Notes: http://bradleyjohnson.com/48
Published 06/04/18
Pellegrino is a world renowned custom bespoke tailor who has fitted professional athletes in the NFL, NBA, NHL, and MLB, 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.  Get access to show notes & resources: BradleyJohnson.com/47
Published 05/21/18
Greg Salciccioli is the CEO of CoachWell and 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. Today, Greg shares the biggest problems he’s seen in his 18+ years of coaching financial advisors and what to do about them! Download Greg's Enemies of Excellence Growth Guide and see how you can get a FREE copy of his book at BradleyJohnson.com/46
Published 05/08/18
I'm talking with a legend in the world of finance, Mr. Roger Ibbotson himself. We talk all about how low interest rates and bond returns are putting many retirees in danger of not producing enough income from the fixed portions of their portfolios through retirement. You'll discover why Roger's math shows that fixed indexed annuities may prove a viable alternative in many retirement portfolios.
Published 04/16/18
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. Get today's show notes, resources, and special offers by visiting http://bradleyjohnson.com/44
Published 04/02/18
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?” Find out more during today's episode! Get access to the full show notes by visiting BradleyJohnson.com/43
Published 03/12/18
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 and the President of Liberia. Today you'll learn how to apply his principles to your own practice so that you can land high net worth clients, just like him.  Show Notes: BradleyJohnson.com/42 Brad’s Offering a FREE 30 Minute Coaching Call to 5 Lucky Financial Advisors. Visit BradleyJohnson.com/apply to Apply.
Published 03/03/18
Chris Smith is 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. Chris first used it to help his former business partners merge two long-standing financial services firms. The process helped them create a brand and client experience that attracted clients to them. Free Gift: http://bradleyjohnson.com/41
Published 02/07/18
Michael Port is a professional speaker, coach, and a 6-time bestselling author. Today, Michael breaks down the exact strategies he teaches his students to help them master the art of speaking, so they can professionally promote and present their message—which I know for financial advisors, is a big part of how to land new clients and build your business! Brad’s giving away copies of Michael’s book, Steal the Show. To find out how to get it absolutely free, visit: http://bradleyjohnson.com/40
Published 01/22/18
Jason Lahita is the president and co-founder of FiComm Partners—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. Download Jason’s FREE Financial PR Starter Kit that Covers 3 Simple Tips to Establishing a Low-Cost, High-Value Media Relationship --> http://bradleyjohnson.com/39
Published 01/08/18
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 Monster.com, 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...
Published 12/18/17
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. Download “The Estate Planning Attorney Referral Blueprint™" by visiting http://bradleyjohnson.com/37 Show Notes: http://bradleyjohnson.com/37
Published 12/04/17
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.  Find out how to get a FREE copy of Jim’s book "The Family Board Meeting: http:/bradleyjohnson.com/36
Published 11/20/17
Today I’m talking with Nicholas Kusmich, who is best known as the world’s leading Facebook advertising strategist and for delivering the highest ROIs in the industry. Today, he breaks down a simple Facebook advertising strategy that all you financial advisors can use to go after prospects with laser focus. To access the show notes, including links to resources mentioned, transcript, and a free copy of Nic's book, visit http:/bradleyjohnson.com/35
Published 11/06/17
In this conversation, I talk with David Meerman Scott, a Marketing & Sales strategist and 3x international bestselling author. He's authored books such as "The New Rules of Marketing & PR" and "Newsjacking", which talks about some of the strategies Donald Trump utilized to hijack headlines and generate free press in our most recent election. Get access to David’s top tips and strategies to leverage digital marketing right here: http://bradleyjohnson.com/34
Published 10/23/17
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 right. It’s the exact same thing that’s preventing YOU from differentiating yourself from every other advisory firm on the block! Full Show Notes; http://bradleyjohnson.com/33
Published 10/17/17