The Ultimate Advisor Podcast

In this episode of The Ultimate Advisor Podcast, Brittany Anderson is joined by James Hughes, Head of Investment Advisory Lending at Live Oak Bank. In this episode, he shares his personal journey working at Live Oak Bank, one of the earliest lenders to RIAs. He talks about succession planning, his approach to lending – specifically the shift away from SBA lending to conventional – and some ways advisors could create more value and better support their clients. So push PLAY and join us as we learn new insights on how to achieve growth and continue to thrive regardless of the uncertainties in the world right now.

In this episode of The Ultimate Advisor Podcast, we discuss one of the top ways we are hindering our growth and success - not investing in ourselves. We also dive deep into how to invest in ourselves and how to create that future vision for our business, employees, and ourselves. So push PLAY and let us walk you through how you can use your time, energy, and resources on things that will help you grow and achieve the level of success you want.

In this episode of The Ultimate Advisor Podcast, we will talk about how fear can get between us as we try our hardest toward success, how to face those fears, and how to encourage our teams to do the same. We will also dive deep into taking advantage of the right opportunities and learning to let go of opportunities that will not serve us. So, push PLAY and join us as we share with you some ways that can help you overcome your greatest limiting factors so you can achieve the success you want for your business.

In today’s episode of The Ultimate Advisor Podcast, we talk about how you can allocate your resources and set yourself up to do more during times of uncertainty. We discuss how you can still make decisions based on logic rather than emotions when you start feeling the pressure on your margins. So, push PLAY and join us as we talk about strategies that you can implement to gain traction and stand out during difficult times.

In this episode of The Ultimate Advisor Podcast, we talk about ways on how you can lead with value as you continue to build your business during challenging times. We discuss the importance of getting clear on who you serve so you can focus on adding value and building trust with prospects and helping clients solve their problems. So, push PLAY and join us as we talk about fresh ideas for building a strong foundation and achieving success in challenging times! 

In this episode of The Ultimate Advisor Podcast, we discuss why taking care of your existing clients is key to growing your business during challenging times. We go over some of the ways you can encourage your team members to be more intentional in reaching out to your clients, care for them, and make them feel like they matter. So, push PLAY and join us as we talk about how your clients play an integral part in the success of your business!

In this episode of The Ultimate Advisor Podcast, we are going to learn from Draye Redfern as he talks about some tactics that will help you strengthen your customer service and enhance customer experience. We will dive deep into some ways you can provide an amazing customer experience for your clients, constantly "WOW" them, and make sure they keep coming back. So push PLAY and let us walk you through some of the customer service strategies you need to know to help your business become a success!

In this episode of The Ultimate Advisor Podcast, we’ll focus on how to develop a hiring practice that's going to bring high-quality people into your office. We will talk about why you need a killer job description and what hoops are necessary in order to weed out the ones who would not make good fits early on before they become problems later down the line. So push PLAY and join us as we dive into all these strategies and techniques that will specifically help you attract the right talent for your business.

In this episode of The Ultimate Advisor Podcast, we will discuss why it is important to surround yourself with big thinkers. Surrounding yourself with people who think differently than you do and who can bring new ideas to the table will not only challenge you but push you to think outside the box – and that's where the magic happens! So push PLAY and join us as we delve into how surrounding yourself with big thinkers can produce significant results in your business.

In this episode, you will hear from Lou Diamond, a dynamic speaker, sales and leadership consultant, performance mentor, best-selling author, and Founder and CEO of Thrive. We will learn about the value of connection and how we can use it to grow and thrive in this seemingly disconnected world, and build better relationships with people in all aspects of life. So push PLAY and let us walk you through the things that you need to do to be a better connector.