The Ultimate Advisor Podcast

In this episode of The Ultimate Advisor Podcast, we start a four episode series in which we discuss what holds us back from success in our business. In today’s episode, we talk about how fear can get in the way of the success we are capable of. Our team dives down deep on taking advantage of the correct opportunities and learning to let go of opportunities that will not serve us. We discuss the importance of facing fears and encouraging your team to do the same. So push PLAY and let us walk you through how to overcome your fear & use it to your advantage!

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In this episode of The Ultimate Advisor Podcast, we sit down with Stephanie Lucas, the founder, and CEO of the Annuity Consultants and co-founder and CFO of Spiritual Masochist. In today’s episode, we talk about Stephani’s journey and how she got into her industry. We talk about how her passion from an early age to help agents and advisors to market their business, branding, and get in front of clients helped launch her Annuity Consultants business 11 years ago. We discuss how she struggled with alcoholism and how her decision to get sober in 2013 changed her life. We also touch on how changing from the inside out can help you better serve and bring value to clients. So, push PLAY and join us as we delve into the mind of a CEO & CFO.

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In this episode of The Ultimate Advisor Podcast, we sit down with the visionary Dan Sullivan, the Founder and President of Strategic Coach. In today’s episode, we talk about how Dan shaped the way entrepreneurs look at executing collaboration. We discuss the significance of looking for opportunities in tough situations. Lastly, Dan discusses his desire from an early age to coach people and how he developed his business process. So, push PLAY and join us as we delve into the mind of a gifted conceptual thinker!

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In this episode of The Ultimate Advisor Podcast, we round out our special four-week treat, focusing on striving & selling in a virtual world. In today’s episode, we talk about the importance of investing in your technology. We discuss the significance of embracing the virtual world. We also touch on how important it is to expand your reach, marketing, who you serve, and how you serve. So, push PLAY and join us as we delve into how you can find ways to control your environment to be successful in a virtual world!

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In this episode of The Ultimate Advisor Podcast, we get into part three of our four-week journey, focusing on staying on the front lines. In today’s episode, we talk about the importance of creating your list of people to stay in touch with. We discuss the significance of maximizing your CRM (customer relationship management) capabilities. We also touch on how important it is to do something that stands out. So, push PLAY and join us as we delve into how you can find ways to stay on the front lines of your business!

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In this episode of The Ultimate Advisor Podcast, we get into part two of our four-week journey, focusing on the “tag”, or talking about the good. In today’s episode, we talk about the importance of deciding what your focus should be and where your energy is best spent. We discuss the significance of deciding who you can tag in your company. We also touch on how important it is to eliminate your limiting beliefs. So, push PLAY and join us as we delve into how you can find ways to talk about the good!

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In this episode of The Ultimate Advisor Podcast, we jump right into another exclusive, four-part series focusing on taking action. In today’s episode, we discuss how to reshape your initial meeting/discovery process. We also discuss the importance of deciding where it is that you add the most value that means something to your clients. Lastly, we go over the importance of utilizing your second in command in order to get things done. So push PLAY and let us walk you through different ways you can take action within your practice!

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In this episode of The Ultimate Advisor Podcast, we get into part four of our four-week journey, focusing on finding opportunities for growth in your failure. In today’s episode, we talk about the importance of finding out what you were put on this planet to serve and lean into.  We discuss the significance of defining your true norm. We also touch on doing the work to get to the core of your "why". So push PLAY and join us as we delve into how you can pursue what sets your soul on fire!

In this episode of The Ultimate Advisor Podcast, we get into part three of our four-week journey, focusing on finding opportunities for growth in your failure. In today’s episode, we talk about the importance of defining your joy. We discuss the significance of discovering the aspects in your life that are currently detracting you from your greatest potential. We also touch on how important it is to develop an evening routine. So, push PLAY and join us as we delve into how you can keep your focus!

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In this episode of The Ultimate Advisor Podcast, we get into part two of our four-week journey, focusing on finding opportunities for growth in your failure. In today’s episode, we talk about the importance of defining what success looks like to you. We discuss the significance of not resisting failure & letting your fears work for you. We also touch on how important it is to surround yourself with the right people who don’t believe failure is the end all be all. So, push PLAY and join us as we delve into how you can overcome your fears!