The Ultimate Advisor Podcast

The Ultimate Advisor Podcast

By Ultimate AdvisorBusiness
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The Ultimate Advisor Podcast episodes

  • 81 - Set Yourself Up To End The Year Strong - Stay Focused

    In this episode of The Ultimate Advisor Podcast, we kick off another exclusive three part series, discussing 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 spending the next 90 days honing in on the top 3 accomplishments that would give you and your business the biggest catalyst into growth and success.  We go over some systems and methodologies that you can implement to maintain consistent focus and momentum in any 90 day increment and throughout the new year. We also share some examples of resources that you can use to help you think at the most optimal levels throughout the day and focus on the things that you’re good at so that you can delegate the rest. So, push PLAY and join us as we delve into finishing your year strong by gaining confidence, peace of mind, and ultimately success by staying focused!



    David Goldsmith - Paid To Think
    Dan Sullivan - Traction
    Nootrobox

    UltimateAdvisorPodcast.com

    UltimateAdvisorMastermind.com

    23 min
  • 80 - Level Up Your Speaking With Joel Weldon

    In this episode of The Ultimate Advisor Podcast, Brittany sits down with hall of fame speaker, Joel Weldon. In today’s episode, we talk about the ways you can take your one on one communication skills with your prospects, clients, and team to an even higher level. We discuss the importance of getting connected with your audience and clearly identifying their needs. We go over implementing a simple, yet powerful speaking system in your practice like Joel’s “Ultimate Speaking System”, that will allow you to clearly summarize and express your message that addresses your ideal clients wants and needs while saving you time, stress, and money. So, push PLAY and join us as we dive into gaining confidence and results by leveling up speaking and ultimately your business!


    https://ultimatespeaker.net/
    http://www.successcomesincans.com/

    UltimateAdvisorPodcast.com
    UltimateAdvisorMastermind.com

    33 min
  • 79 - A Sneak Peek Into The Ultimate Advisor Summit - Become a Preeminent Professional With Jay Abraham

    In this episode of The Ultimate Advisor Podcast, we share another impactful session from our virtual event, The Ultimate Advisor Summit. In today’s episode, we listen to a special excerpt on the strategies of a preeminent professional from guest speaker, Jay Abraham. Jay Abraham is a Strategic Marketing Expert, Author, and the America’s Highest Paid Marketing Consultant. He is the founder and CEO of The Abraham Group, Inc., and is recognized as one of the world’s most successful/impactful marketing strategists, business innovators, entrepreneurial advisors/mentors, and masters of revenue and performance enhancement and acceleration. So, push PLAY and join us as we take another exclusive sneak peek into our 5-day virtual Summit, and learn more about implementing a simple yet powerful strategy to generate more loyal, happy clients and ultimately transform your business!


    https://www.abraham.com/



    UltimateAdvisorPodcast.com
    UltimateAdvisorMastermind.com

    2 hr 1 min
  • 78 - A Few Key Tips To Simple Marketing Tactics In Your Business - Talk Up Your Team

    In this episode of The Ultimate Advisor Podcast, we round out our three part series, getting back to the basics to discuss simple marketing tips that you can implement in your business now to attract your ideal clients. In today’s episode, we discuss the opportunities you have to differentiate and grow your business through marketing your team.  We talk about the importance of assessing your team to ensure they deliver and are congruent with your business. We go over the benefits of implementing marketing strategies where you can talk about your team’s capabilities. We discuss the tagging marketing concept, and share some examples of how we have used this  to market and lift up our own team members. So, push PLAY and join us as we jump into differentiating and upscaling your business by building up and talking about your team!


    UltimateAdvisorPodcast.com
    UltimateAdvisorMastermind.com

    25 min
  • 77 - A Few Key Tips To Simple Marketing Tactics In Your Business - Live In Congruency

    In this episode of The Ultimate Advisor Podcast, we dive into part two of our three part series, getting back to the basics to discuss simple marketing tips that you can implement in your business now to attract your ideal clients. In today’s episode, we discuss the topic of living in complete congruency in your business to who you are as a person to attract the right clients and deliver excellence on your service.  We talk about the importance of assessing your business to identify your core values, close any gaps or incongruencies, and upscale your client experience. We share some indirect marketing examples of congruency in our own business that has allowed us to create differentiation and a meaningful impact on our clients. So, push PLAY and join us as we delve into setting the bar high in your business by operating from a place of congruency to get connected, over promise, over deliver, and level up your business!

    UltimateAdvisorPodcast.com

    UltimateAdvisorMastermind.com

    25 min
  • 76 - A Few Key Tips To Simple Marketing Tactics In Your Business - Focus On The Problem, Not The Solution

    In this episode of The Ultimate Advisor Podcast, we kick off a three part series, getting back to the basics to discuss simple marketing tips that you can implement in your business now to attract your ideal clients. In today’s episode, we discuss the importance of addressing the problems your prospects and clients are facing, rather than focusing on your process and the end solution. We go over how you can use this thought process to market your business to attract the clients with the problems you can solve, versus the ones that may not be the right fit. We share some of the ways you can differentiate your business, add value, and create possibilities by building an unique process and marketing strategy that allows you to go deeper, address the core problems, and get connected with your clients. So, push PLAY and join us as we dive deep into taking your business to the next level, and ultimately generating more loyal, valuable clients by getting connected and focusing on the problem, not the solution!



    UltimateAdvisorPodcast.com
    UltimateAdvisorMastermind.com

    24 min
  • 75 - Discovering Your Value With Leo Pusateri

    In this episode of The Ultimate Advisor Podcast, Bryan sits down with published author, president, and owner of Pusateri Consulting, Leo Pusateri . In today’s episode, we delve into Leo’s three part process of uncovering, pricing, and selling your value.  We discuss the importance of aligning yourself emotionally with your clients to help them feel confident and commit to you. We go over a series of unique questions you need to answer to differentiate your business, elevate your confidence, and pursue excellence in the way you articulate your value. We take a deeper dive into Leo’s material around how to go about pricing according to your value so that it’s fair, transparent, and consistent, as well as leveraging and scaling your value via attention and growth through each client. Leo talks about his program, The Sabbatical Experience, that he has developed for high performing professionals to come together to talk about important life issues, reach their full personal potential, and start living their legacy. So, push PLAY and join us as we jump into discovering your value to gain confidence, connect with your clients, create differentiation, and ultimately take your business to the next level!


    www.pusatericonsulting.com
    thesabbaticalexperience.com

    UltimateAdvisorPodcast.com

    UltimateAdvisorMastermind.com

    34 min
  • 74 - How To Make Your Business Stand Out - How To Process With Clear Expectations

    In this episode of The Ultimate Advisor Podcast, we round out our four part series, discussing the ways that you can take a holistic approach and make your business stand out to your ideal prospects and clients. In today’s episode, we talk about the importance of having a unique process with very clear expectations in your business, to prevent turnover and create a memorable experience and impact on your clients.  We discuss the key points of creating a process that targets your ideal client, while implementing effective marketing strategies to create traction, produce results, and ultimately continue the success of your business. Bryan and Brittany share their own processes that they’ve implemented in their business to create expanded capabilities, opportunities, and relationships with their clients. So, push PLAY and join us as we dive into creating a unique, effective process with crystal clear expectations to solidify your client relationships, and level up your business!

    UltimateAdvisorPodcast.com

    UltimateAdvisorMastermind.com

    21 min
  • 73 - How To Make Your Business Stand Out - Be Unique

    In this episode of The Ultimate Advisor Podcast, we jump into part three of our four part series, discussing the ways that you can take a holistic approach and make your business stand out to your ideal prospects and clients. In today’s episode, we go over doing things outside of the status quo to stand out, make a big impression, and show your prospects and clients who you are, and that you care. We talk about the importance of finding opportunities, like sharing your story, to build connections with your clients. We discuss some of the ways you can take singular actions to create unique identifiers for you and your brand and deliver value in your business. So, push PLAY and join us as we delve into finding your niche, getting connected to your clients, and standing out in a competitive market!


    UltimateAdvisorSummit.com
    UltimateAdvisorPodcast.com
    UltimateAdvisorMastermind.com

    22 min
  • 72 - How To Make Your Business Stand Out - Be A Mission With A Business Vs. A Business With A Mission

    In this episode of The Ultimate Advisor Podcast, we dive into part two of our four part series, discussing the ways that you can take a holistic approach and make your business stand out to your ideal prospects and clients. In today’s episode, we discuss the importance of thinking outside the box and clearly defining your mission, as well as making it the center of your business and energy focus. We talk about making power moves and implementing Cause Marketing to positively impact your prospects and clients, fuel your mission, and differentiate your business. We share some of our own methodologies and strategies we use to stand out in the way we share our mission with our prospects and clients. So, push PLAY and join us as we jump into living for a purpose, being unique, and upscaling your business by being a mission with a business vs a business with a mission!


    Entrepreneurial Operating System


    UltimateAdvisorSummit.com
    UltimateAdvisorPodcast.com
    UltimateAdvisorMastermind.com

    22 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.