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The Ultimate Advisor Podcast
By Ultimate AdvisorBusiness
The Ultimate Advisor Podcast episodes
- Episode 121 - The Power of NO
In this episode of the Ultimate Advisor Podcast, we are going into part two of the four-part series where we take a deep dive into the habits of successful people. This week's episode highlights the importance of the things we have to stop doing. If we can reduce the amount of things that bog us down, we can focus in on the three most important tasks at hand. We need to be able to say NO to certain tasks that will slow down our momentum and hold us back from being successful advisors. Press play to learn how to delegate these tasks and other successful habits that will help you achieve your goals!
https://www.amazon.com/Greenlights-Matthew-McConaughey/dp/0593139135
Green Lights by Matthew McConaughey
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23 min - Episode 120 - Culture is Key
In this episode of The Ultimate Advisor Podcast, we are going to hear from Brittany and the importance of developing a company culture. This podcast is a clip from a talk Brittany gave at a conference last year. This week's episode takes a good look at the culture we already have in place and how we can implement different strategies to shape that culture to make our practice successful. We dive deep into what makes an employee a good fit for your company and the importance of continuing to live by your company's core values. Push play and get started learning strategies to foster culture and help the company's growth!
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21 min - Episode 119 - Habits of Successful People
In this episode of The Ultimate Advisor Podcast, we go back to the original formula and take a deep dive into the habits of successful people. This week's episode takes a good look at the habits we already have in place and how we can consistently continue learning successful habits to improve. We discuss the idea of habit stacking and how much more we can get done in the short 24 hours we have everyday. Push play and get started learning successful habits you can implement today!
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26 min - Episode 118 - How To Use Direct Mail To Engage Existing Clients and Acquire New Ones
In this episode of The Ultimate Advisor Podcast, we are going to change the pace moving forward by providing material that can only be seen by our active members twice a month. This weeks episode will be a recording from when Draye spoke at the Genius Network Meeting a few years back. Today’s episode focuses on the importance of Direct Mail and how we can nurture our existing clients with it while working to acquire new ones. We discuss how important it is to stand out and make a lasting impression with your clients and potential clients. So push PLAY and join us as we discuss the importance of Direct Mail and engaging with your existing clients.
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16 min - Episode 117 - Growing Your Business Despite Your Demographic
In this episode of The Ultimate Advisor Podcast, we wrap up part 3 of the mini-series on how to grow your business despite your demographics. Today’s episode focuses on the importance of mindset and the choices we make every day that affect our long-term vision. We discuss how important it is to reflect on progress made and use that progress as a stepping stone to achieve your company's goals. So push PLAY and join us as we discuss the importance of nurturing relationships with your employees!
https://www.amazon.com/Becoming-Supernatural-Common-People-Uncommon-ebook/dp/B0746RN3G7
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32 min - Episode 116 - Training Your Team to Align With Your Vision
In this episode of The Ultimate Advisor Podcast, we discuss the importance of training your team to be solely focused on the greater vision. Today’s episode focuses on the importance of having your team all working towards the firm's mission and steps on how to nurture them along the way. We dive into how training your team from the ground up is crucial to developing the long-term firm's vision and goals. So push PLAY and join us as we discuss the importance of nurturing relationships with your employees!
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28 min - Episode 115 - Reframing Your Expectations and Relationships
In this episode of The Ultimate Advisor Podcast, we dive into the concept of growing your business by working on your client's needs and finding what they lack. Today’s episode is focused on the importance of nurturing your relationships with clients and exceeding their expectations. We look at the significance of setting time frames and expectations for your client to establish confidence in the relationship. So push PLAY and join us as we discuss the importance of developing relationships with your clients!
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24 min - Episode 114 - The Danger Of Doing It All Yourself
In this episode of The Ultimate Advisor Podcast, we dive into the final part of the four episode series in which we discuss what holds us back from success in our business. Today’s episode is focused on the importance of building a strong team around you to avoid burnout. We take a look at different strategies we can implement to help us find the correct team and how to delegate what is on our plate. We also discuss the book, “Who not How,” by Benjamin Hardy that has strategies to help us surround ourselves with the correct team. So push PLAY and join us as we discuss the dangers of doing it all yourself and the importance of building the best team!
https://www.amazon.com/Who-Not-How-Accelerating-Teamwork/dp/B08KYKR23H/ref=sr_1_1?dchild=1&keywords=who+not+how&qid=1625587623&sr=8-1
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25 min - Episode 113 - A Lacking Sales Process
In this episode of The Ultimate Advisor Podcast, we dive into part three of the four-episode series in which we discuss what holds us back from success in our business. Today’s episode is focused on the sales process and the idea of becoming comfortable with the uncomfortable. We discuss the importance of uncovering your prospects' pain points and the importance a conversation will have during the sales process. So push PLAY and join us as we discuss the best tools to revamp your sales process!
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32 min - Episode 112: Not Investing In Ourselves
In this episode of The Ultimate Advisor Podcast, we dive into part two of the four-episode series in which we discuss what holds us back from success in our business. In today’s episode, we talk about how are not investing in ourselves. Our team discusses strategies to implement to help invest in the future of our business, employees, and ourselves. We discuss the different aspects of our lives that all play a major role in our success. So push PLAY and let us walk you through how to invest in yourself!
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32 min
About The Ultimate Advisor Podcast
From the publisher's feed
The Ultimate Advisor podcast is a business podcast for financial advisors who are looking to grow their advising practices with greater ease and effectiveness. Ultimate Advisor was developed to help financial advisors master their marketing, sell their services with greater authority, generate repeat clients, and additional revenue in their business.
Each week, your hosts Draye Redfern, Bryan Sweet, and Brittany Anderson will share some of the closest guarded secrets from successful financial advising practices across the U.S.