The Ultimate Advisor Podcast

The Ultimate Advisor Podcast

By Ultimate AdvisorBusiness
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The Ultimate Advisor Podcast episodes

  • Episode 241 - Solving Your Biggest Business Problems with EOS: Featuring Jillian Mittelmark

    Dive into the world of strategic business growth and financial empowerment with the latest episode of The Ultimate Advisor Podcast! Join us as we sit down with Jillian Mittelmark, CPA and founder of Resolve Works, a firm specializing in fractional accounting support for ambitious entrepreneurial organizations.

    Jillian is a seasoned professional EOS implementer, guiding entrepreneurs on a transformative journey to fortify their businesses and enhance their overall lives. In this episode, she unveils the power of EOS (Entrepreneurial Operating System) as a game-changing framework for scaling businesses.

    Join the conversation as we explore common challenges faced by businesses when it comes to team dynamics, and learn how EOS addresses the critical task of placing the right people in the right roles. Business owners and aspiring entrepreneurs alike will gain valuable insights and actionable steps to assess and improve their team structures.

    Tune in to this enlightening episode of The Ultimate Advisor Podcast and elevate your business strategy with Jillian Mittelmark's expertise in financial leadership and EOS implementation!


    EOS Website: https://www.eosworldwide.com/jillian-mittelmark#

    Accounting Website: https://www.resolve-works.com/

    LinkedIn: https://www.linkedin.com/in/jillianfoxmittelmark/

    29 min
  • Episode 240 - Exit-to-Excel Strategies with Jerome Myers

    Dive into the intricate realm of life transitions and business exits in this compelling episode of The Ultimate Advisor Podcast. Join us as we engage in a candid conversation with our esteemed guest, Jerome Myers – a seasoned business leader and exit strategist.

    Embark on a journey of discovery as we unravel the emotional challenges that often accompany significant life transitions, especially the delicate process of exiting a business. Jerome sheds light on the nuanced and complex psychological landscape that founders navigate, known as the "founder's exit paradox." This paradox captures the intricate interplay of emotions and mindset shifts when entrepreneurs detach from the very enterprises they've built.

    Catch Jerome and his wisdom at the Ultimate Advisor Podcast on Wednesday at 9AM!

    For inquiries, email Jerome Myers at

    35 min
  • Episode 239 - Empowering Teams for Self-Management and Work-Life Harmony with Christopher Turner

    Welcome to the Ultimate Advisor Podcast. In this episode, we're honored to host Christopher Turner, the pioneering founder of EMERGICON.

    Join us for an enlightening conversation as Christopher shares his journey, revealing how EMERGICON's innovative approach not only maximizes reimbursement for ambulance and fire response but also champions a balanced work culture. Learn how his leadership has empowered teams to navigate the complexities of self-management while prioritizing work-life harmony.

    HIT the PLAY button and tune in for an inspiring discussion on navigating challenges, fostering empowerment, and ultimately transforming both the workplace and the community.

    To explore how his team can help your community recover ambulance and fire reimbursements, please reach him directly at [email protected] or visit https://emergicon.com/

    38 min
  • Episode 238 - Get Involved in Diverse Perspectives: Surround Yourself with Big Thinkers

    In this episode of The Ultimate Advisor Podcast, we explore the seventh characteristic of top financial advisors from our 12-part series: 'Get Involved in Diverse Perspectives: Surround Yourself with Big Thinkers.' Discover how surrounding yourself with influential thinkers fosters new ideas, encourages thinking beyond the norm, and propels you forward. Tune in to learn how thinking big with the right circle can elevate your business to new heights. Press PLAY and join us on this journey of growth and innovation!

    20 min
  • Episode 237 - Breaking Chains: Achievement in Individualism

    Are you constantly frustrated by inefficiencies and bureaucracy? If so, you might just be an Individualist!

    In our latest Ultimate Advisor Podcast episode, we explore the fascinating world of those who dislike inefficiency and embrace a more independent approach.

    Join us as we unravel the traits and mindset of Individualists and discover how their unique perspective can lead to innovation and success in various aspects of life. Tune in and find out if you resonate with the spirit of those who truly march to the beat of their own drum!

    19 min
  • Episode 236 - One Color, One Major Result with David Bassitt

    Dive into the vibrant world of sales success with our latest Ultimate Advisor Podcast featuring the incredible David Bassitt. Uncover the transformative power of the color orange as David shares the fascinating story behind his unique approach.

    Discover how David, a seasoned sales professional with 50 years of success, stumbled upon the impact of the color orange. What started as a personal tribute evolved into a powerful system that can elevate your career and attract opportunities like never before.

    Grab a copy of his book "Orange" here:

    Orange by David Bassitt

    30 min
  • Episode 235 - The Ultimate Advisor's Motivation and Mastery

    Welcome to The Ultimate Advisor Podcast, your go-to source for unlocking the secrets of being a top advisor.

    In this episode, we delve into the importance of self-confidence, self-starting motivation, and an unyielding desire to succeed as the driving forces behind your success. But that's not all – we'll also explore what keeps you motivated to be a top advisor, sharing expert insights and inspiring stories to propel you forward, inspire your team, and achieve the pinnacle of success.

    If you're ready to take your journey to the next level and discover what it takes to be a top advisor, you're in the right place. Tune in, take notes, and let's set your ultimate success in motion!

    23 min
  • Episode 234 - Attracting Clients the Smart Way with Paul McManus

    Are you tired of the constant client chase?

    Join us in this exciting Ultimate Advisor Podcast episode together with Paul Macmanus - the AUTHORITY MARKETING EXPERT for financial advisors, the founder of More Clients More Fun LLC, MCMF Publishing, Creator of The Million Dollar Producer LinkedIn Program and host of The Million Dollar Producer Show Podcast, as we unveil the secrets to attracting clients effortlessly so you can focus on what truly matters – YOUR SUCCESS!
    Learn more about Paul McManus by clicking the links below:

    32 min
  • Episode 233 - Embracing change with Flexibility

    In this episode of the Ultimate Advisor Podcast, we explore the significance of stepping out of your comfort zone and experimenting with fresh approaches. We emphasize the vital role of flexibility in your methods to seize every opportunity for business growth. So, hit that PLAY button and join us as we embark on a journey of embracing change and adaptability to enhance your value and expand your business!

    25 min
  • Episode 232 - Fueling success with a Growth Mindset

    In this episode of The Ultimate Advisor Podcast, we delve into the crucial role of cultivating a positive, growth-oriented mindset and surrounding oneself with the right individuals to confidently navigate challenges and persevere. Tune in and hit PLAY as we explore the utilization of your growth mindset, the power of the right connections, innovation, and effective implementation strategies to foster continuous business growth!

    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.