The Ultimate Advisor Podcast

In this episode of The Ultimate Advisor Podcast, we kick off a special three week treat, taking a look back on our host’s favorite episodes. In part one, Brittany shares her favorite episode, episode 35, You vs. Them or You vs. You. In episode 35 we discussed the importance of creating your own definition of success. We talked about the benefits of focusing on your own goals, records, and all over business versus the negatives of falling into the comparison of others . So, push PLAY and join us as we delve into Brittany’s favorite episode, and get focused on being EVEN BETTER than YOURSELF and ultimately start taking things to the next level in your life and overall business!

UltimateAdvisorPodcast.com

In this episode of The Ultimate Advisor Podcast, Brittany sits down with a returning special guest, David Wood, founder of Play for Real(focus.ceo). In today’s episode, we listen as David shares how the shiny object syndrome has affected him in his business, and how he was able to overcome this and gain even more pivotal progress. We discuss the importance of focusing on what is most important in your business and life to stay on track and ultimately achieve real progress and improvement. David shares powerful modules, and strategies he’s been following and you can implement in an effective way to focus on one concrete target market, stay on task, and continue to gain forward momentum, so that you can work smarter, be more productive, and have time to do more of what you love.  So, push PLAY and join us as we get laser focused on investing time in yourself, your growth, and ultimately your business!

UltimateAdvisorPodcast.com

In this episode of The Ultimate Advisor Podcast, we jump into an exclusive special, sharing a session from our recent fall Mastermind event with international speaker and The Ambassador Of Hope, Andre Norman. In today’s episode, we listen as Andre shares his own success story of how he was able to completely change his life around, and how he overcame poverty, gangs, and prison. Now, Andre travels all around the world to different agencies, aiding them in leadership development. He tells us about his program “The Academy of Hope”, that can help inspire you, instill hope, and define your purpose. So, push PLAY and join us as we take a sneak peek into our Ultimate Advisor Mastermind, and learn more about how you can uncover your purpose and destination and ultimately upscale your life!

In this episode of The Ultimate Advisor Podcast, Brittany sits down with founders and creators of “My Life & Wishes”, Michelle and Jon Braddock. Jon and Michelle tell us about their secure online platform for full end of life planning. Michelle shares the story of having to deal with picking up the pieces while grieving the loss of her father, and how this helped to create and mold “My Life & Wishes.” We discuss the ways this platform will help to eliminate added stress, time, and aggravation for your clients' loved ones by storing and recording all their final wishes and documents following their death. We talk about how this platform can be used as a huge differentiator for your business by allowing you to communicate from a heart centered place and have those deep conversations with your clients, ultimately adding value to your relationships and overall business.  So, push PLAY and join us as we jump into standing out in a competitive market by taking your business to the next level with “My Life & Wishes”!

In this episode of The Ultimate Advisor Podcast, we round out our three part series, focusing on your health, wealth, and happiness, and how these factors play a crucial role in the growth of your business. In today’s episode, we talk about the importance of clearly defining what sparks your soul while finding the silver lining during challenging times to shift your thought process, remember why you started, and ultimately achieve happiness. We discuss some methodologies and processes that you can implement to recognize and focus on gratitude and commit to your true bliss. We also go over the importance of building in a system to mitigate your ruts, eliminate baggage, and maintain a high mental state. So, push PLAY and join us as we delve into defining and committing to your happiness!

In this episode of The Ultimate Advisor Podcast, we get into part two of our three week journey, focusing on your health, wealth, and happiness, and how these factors play a crucial role in the growth of your business. In today’s episode, we talk about the importance of clearly defining and understanding what wealth and a fulfilling life means to you, as well as planning for that future vision to ensure your culture is protected, your clients are taken care of, and your legacy is carried out as you transition out of your business and into the next phase of your life. We discuss the ways implementing a blueprint process will help you to clearly define what you want the future of your business and your life to look like, and the journey to get there. We share some of our own personal wealth building processes and impactful goals towards creating wealth and a fulfilling life. So, push PLAY and join us as we dive into making your life happen instead of letting it happen by planning for a fulfilling future!

In this episode of The Ultimate Advisor Podcast, we jump right into another exclusive, three week series focusing on your health, wealth, and happiness, and how these factors play a crucial role in the growth of your business. In today’s episode, we talk about the importance of making yourself a priority and focusing on your health so that you can live into your purpose, maintain work-life balance, and reach your next level of growth.  We discuss the ways being dynamic and focusing on longevity planning can help differentiate yourself as an advisor, and stay relevant on being a resource for your clients beyond investment management. We share some tools and processes that you can implement to improve your health, while creating awareness and connections with your clients. Lastly, we go over the benefits of being accountable and setting targets around your health. So, push PLAY and join us as we dive into making yourself a priority, and focusing on your health to ensure you’re feeling your best and ultimately upscale your business!

In this episode of The Ultimate Advisor Podcast, Brittany sits down with co-founder and CEO of ROL Advisor, Steve Sanduski.  We go over many practical methodologies and processes that you can implement to differentiate your business, break past ceilings of complexity, and stand out in a forever changing, competitive market. We discuss the importance of being vulnerable, getting to know, and connecting with your prospects and clients, as well as putting the focus on the discovery of your client’s wants, needs, and overall journey. Steve shares some of his tangible tools, ideologies, and frameworks to help move beyond the numbers and into defining your story, becoming more relatable, and developing your client relationships even deeper so that you can help them prepare and get the most out of their finances throughout all life stages. So, push PLAY and join us as we dive into adding immense value and differentiation to level up your business!

UltimateAdvisorPodcast.com

In this episode of The Ultimate Advisor Podcast, we round out our exclusive three part series, going over the ways that you can set your business up for success and end your year strong. In today’s episode, we talk about  the importance of setting a forward focus and vision for your business past the 12-31 deadline.  We discuss the ways implementing a 3 year look forward plan will allow you to focus on the things that matter to round out the year, while breaking through ceilings of complexity, creating 90 day focus items, and ultimately setting a forward vision. Bryan and Brittany share their experience on how living in 90 day increments, creating weekly inspiration emails for their team, and going off site for the end of the year planning has made a positive impact and difference in their business. Lastly, we stress the importance of focusing on the gain, rather than the gap, to give you positive, forward momentum going into the new year. So, push PLAY and join us as we delve into feeling confident, positive, and strong going into the new year by creating a clear, forward vision for your business!

In this episode of The Ultimate Advisor Podcast, we jump into part two of our exclusive three part series, going over the ways that you can set your business up for success and end your year strong. In today’s episode, we talk about the necessity to assess your business to essentially get things off your checklist while you’re rounding out the year.  We discuss the importance of implementing a planning platform that allows you to focus on your 3 big action items, while adding structure and gaining traction in your business . We also go over the many benefits of finding a space outside of the office for you and your team to plan for the new year. So, push PLAY and join us as we dive into having an even greater, successful new year, by tying up loose ends, honing in on your key initiatives, and leveling up your business!