Best Financialplanningconsultant Podcasts (2024)

1
081: Robert Glazer on Elevating Your Team and Creating a High Performing Company Culture 1:28:47

4+ y ago1:28:47

1:28:47

In today’s conversation, I’m speaking with Robert Glazer. Bob is the CEO of Acceleration Partners, a global affiliate agency trusted by some of the world’s top brands to manage their partner marketing programs. In addition to serving their clients at the highest level, Acceleration Partners has built a reputation on being known for their incredible…

1
080: The Virtual FA Series™: Commander Kirk Lippold on USS Cole Al-Qaeda Attack & How to Lead in Times of Crisis 1:03:30

4+ y ago1:03:30

1:03:30

In today’s conversation, I’m speaking with Commander Kirk Lippold. Commander Kirk was the commanding officer of the USS Cole, a Navy warship attacked by Al-Qaeda 11 months before the events of September 11, 2001. As financial advisors living through COVID-19, not only is it important to focus on the technical aspect of meeting with clients virtuall…

1
079: Maria Konnikova on The Psychology of High-Stakes Poker and How it Applies to Financial Services 56:47

4+ y ago56:47

56:47

In today’s conversation, I’m talking to Maria Konnikova. Maria holds a PhD in psychology, is a writer for The New Yorker, and is a 2x NY Times Bestseller as the author of Mastermind and The Confidence Game. In her newest book, The Biggest Bluff, she tells the story of her deep dive into the world of professional poker with mentor and Poker Hall of …

1
078: The Virtual FA Series™: Simon Bowen on How to Use Visual “Whiteboarding” Models to Simplify the Complex 1:07:54

4+ y ago1:07:54

1:07:54

In today’s episode of “The Virtual Advisor Series,” I’m talking to Simon Bowen. Simon is the creator of the Models Method and one of the world’s foremost experts on how to create effective sales diagrams and models. He has worked with leading digital marketers, CEOs, speakers, and consultants to help them gain clarity, truly understand their busine…

1
077: The Virtual FA Series™ - Ryan Levesque on Using The ASK Method® to Build a List of Ideal Prospects and How to Choose Your Niche 1:14:02

4+ y ago1:14:02

1:14:02

In today’s conversation, I’m speaking with Ryan Levesque. Ryan is the CEO of The ASK Method® Company, and the #1 national best-selling author of Ask, which was named by Inc. as the #1 Marketing Book of the Year. His work has been featured in the Wall Street Journal, USA Today, Forbes, and Entrepreneur, and over 250,000 entrepreneurs subscribe to hi…

1
076: The Virtual FA Series™: Pat Quinn on Adapting from Seminars to Webinars, What Stays the Same & What Changes 56:52

4+ y ago56:52

56:52

In today’s episode of The Virtual Financial Advisor Series™ Pat Quinn returns to the podcast. Pat is a presentation coach and the head speaking trainer for Advance Your Reach. He has worked with some of the greatest speakers in the world including Daymond John, Grant Cardone, Dean Graziosi, Michael Hyatt, John Ruhlin, and has helped over 1000 finan…

1
075: The Virtual FA Series™: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients 1:11:50

4+ y ago1:11:50

1:11:50

In today’s episode of The Virtual Financial Advisor Series™,” I’m speaking with Joshua B. Lee. Joshua is a strategic growth coach, helping individuals to scale themselves with their company so they don’t scale themselves out of their company. Over the last decade, he has managed over $100 million in ad spend and controlled over 30 trillion online i…

1
074:The Virtual FA Series™: Bryan & Shannon Miles on How to Create an Award-Winning Culture without a Physical Office 1:25:57

4+ y ago1:25:57

1:25:57

In today’s episode of The Virtual Financial Advisor Series™ Bryan and Shannon Miles join the podcast. Bryan and Shannon are the founders of BELAY, an organization that specializes in providing virtual assistants, bookkeepers, and web specialists to help companies grow. With over 1,100 team members across the United States and no offices (even befor…

1
073: The Virtual FA Series™: Phillip Stutts on Marketing Your Business During COVID-19 1:20:18

4+ y ago1:20:18

1:20:18

Hey Blueprint listeners, hopefully, quarantine life is treating you well and you and your loved ones are safe and sound. I’ve been safely working from home for almost a month with the whole Johnson crew and the good news is that the podcast can go on, even if my podcasting studio is currently a spare bedroom 😊 Today I’m excited to announce a brand …

1
072: Michael Hyatt on What It Means to Be a Vision Driven Leader 1:19:54

4+ y ago1:19:54

1:19:54

In today’s conversation, I’m speaking with Michael Hyatt. Michael is a New York Times bestselling author, podcaster, blogger, and speaker. His newest book, The Vision Driven Leader, explores how to effectively lead organizations, inspire people to action, and make your big dreams a reality, and today we'll be talking all about it. For those of you …

1
071: The Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and Marketing 1:10:03

4+ y ago1:10:03

1:10:03

In today’s conversation, I’m speaking with Casey Weade. Casey is a sought-after retirement planning professional, speaker and CEO of the national financial firm, Howard Bailey. He hosts the “Retire with Purpose” radio, TV show and podcast — providing sound financial guidance to pre-retirees and retirees across the country. His firm is way ahead of …

1
070: Mike Koenigs on Connecting & Becoming Unforgettable to the Rich & Famous, Building a Media Empire, & Investing in Yourself 1:47:13

4+ y ago1:47:13

1:47:13

In today's episode, I'm speaking with Mike Koenigs. Mike is a serial entrepreneur, investor, 13-Time #1 Bestselling Author, podcast host, TV personality, advisor to Tony Robbins & celebrity clients, cancer survivor, and a true master of helping business owners and entrepreneurs build empires. For those of you who want to show up different and make …

1
069: Jason Hewlett on Finding Your Signature Moves and the Power of Human Connection 1:20:34

5y ago1:20:34

1:20:34

Welcome to The Elite Advisor Blueprint - The Podcast for World-Class Financial Advisors. I'm Brad Johnson, VP of Advisor Development at Advisors Excel, and it’s my goal to distill the best ideas and advice from top thought leaders and apply it to the world of independent financial advising. Today, I’m talking with Jason Hewlett. Jason is a leadersh…

1
068: BONUS - How Financial Advisors Can Build Wildly Successful Marketing Machines - Between Now and Success 1:16:48

5y ago1:16:48

1:16:48

Today, I’m thrilled to share a bonus episode from a conversation with Steve Sanduski from his podcast, Between Now and Success. Steve was kind enough to allow us to replay it here. If you aren’t already subscribed to his show, Steve’s podcast is easily one of my top listens in financial services, so be sure to check it out! A little background for …

1
067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients 2:00:16

5y ago2:00:16

2:00:16

Today, I’m talking with Michael Kitces. If you’re in financial services and aren’t familiar with Michael, my guess is you haven’t been on the internet recently as he has one of the most prolific platforms in all of finance. Michael creates content deconstructing some of the most complex financial planning topics out there and he shares much of this…

1
066: Bob Burg on How Financial Advisors Can Embrace The Go-Giver Mindset to Win More Business 59:30

5y ago59:30

59:30

Today, I’m talking to Bob Burg. For 30 years, Bob’s been helping sales leaders and their teams more effectively communicate their value and grow their businesses in ways they never thought possible. His book, The Go-Giver, is a Wall Street Journal bestseller that has sold close to a million copies since its release. It was rated #10 by Inc. Magazin…

1
065: Daniel Crosby on Why Financial Advisors Need to Understand Human Behavior to Better Serve Their Clients 1:18:29

5y ago1:18:29

1:18:29

On today’s podcast, Dr. Daniel Crosby is back for round 2! Daniel’s first appearance is still one of our show's most-downloaded episodes to date. So, I’m honored to have him back on and I know all of you are going to get a ton of value from this one. In this conversation, we dive into Daniel’s most recent book, The Behavioral Investor, in which he …

1
064: Jason Khalipa on What Financial Advisors Can Learn from The Fittest Man on Earth 1:19:58

5y ago1:19:58

1:19:58

On today’s podcast, I’m talking to Jason Khalipa - Jason was crowned the Fittest Man on Earth in 2008 and is regarded as one of the most accomplished athletes in CrossFit Games history. He’s the Founder of NCFIT, which is a global company with thousands of participants worldwide, aimed at making fitness effective, fun, and accessible. He’s also the…

1
063: Chris McChesney on How Financial Advisors Can Motivate a Team to Crush Goals with The Four Disciplines of Execution 1:39:24

5y ago1:39:24

1:39:24

Watch the YouTube video at the top of the show notes page, to see Chris’s screen as he walks you through The 4 Disciplines of Execution! On today’s podcast, I’m talking to Chris McChesney. Chris is the Global Practice Leader of Execution for Franklin Covey, where he serves as one of the primary developers of The 4 Disciplines of Execution - a frame…

1
062: Bo Eason on Telling Your Story and No Plan B For Being the Best 1:38:35

5y ago1:38:35

1:38:35

In today’s conversation, I finally get the chance to sit down for a long overdue conversation with Bo Eason. Bo has one of the most unique back stories of any guest we’ve had on the show. After college, he was drafted by the Houston Oilers and played safety for them before a premature knee injury ended his career. After the NFL, Bo aspired to becom…

1
061: Carl Richards on How to Simplify Your Appointment Process and Build Trust by Asking Better Questions 1:11:46

5y ago1:11:46

1:11:46

In today’s conversation, I grab some time with Carl Richards. For those of you unfamiliar with Carl, he is a CFP and creator of the Sketch Guy column, which has appeared weekly in the New York Times since 2010. Carl and his work have also been featured on Oprah.com, and Forbes.com and he frequently keynotes at financial planning conferences around …

1
060: Bryan Miles on How Financial Advisors Can Use Virtual Assistants to Save Time & Money 1:13:59

5+ y ago1:13:59

1:13:59

In today’s conversation, I sit down with Bryan Miles. Bryan is the co-founder, along with his wife, Shannon, of Belay Solutions (formerly known as EA Help). Belay provides virtual assistants to help business owners and C-level execs in a number of industries grow without the added stress of having to do everything on your own. I was introduced to B…

1
059: FATHER’S DAY BONUS - Helping Financial Advisors Navigate Parenthood - Generation.Mom 1:14:22

5+ y ago1:14:22

1:14:22

This week, we’re doing something a little bit different. In celebration of Father’s Day, I appeared on the Generation.Mom podcast. Their podcast rarely features fathers as guests, so it was an honor to talk to Lara and Jenn about how to prioritize parenthood and where to start. Like many fathers, I felt underprepared when my first child was born. A…

1
058: David Bach on The Latte Factor, Building a Sellable Practice, and Why Growth Shouldn't Mean Less Freedom 1:08:42

5+ y ago1:08:42

1:08:42

David Bach is back for round 2!! David is one of America’s most trusted financial experts and bestselling financial authors of our time and previously appeared on Episode 21 for those of you that missed it. Today, we discuss the journey behind his new book The Latte Factor, which has already become an international bestseller. David shares his stor…

1
057: Pat Quinn on Driving More Seminar Appointments by Simplifying Your Presentation and Better Connecting with Your Audience 1:15:28

5+ y ago1:15:28

1:15:28

In today’s conversation, I speak with Pat Quinn. Pat is a presentation coach and the head speaking trainer for Advance Your Reach, where he’s coached some of the best speakers in the world, including New York Times bestselling authors, 6 former Olympians, and pastors you see on TV every Sunday. We first connected through Advance Your Reach founder …

Podcasts Worth a Listen

Financialplanningconsultant Podcasts

Podcasts Worth a Listen

1
The Elite Advisor Blueprint®: A Podcast for Financial Advisors

Brad Johnson

1
081: Robert Glazer on Elevating Your Team and Creating a High Performing Company Culture 1:28:47

1
080: The Virtual FA Series™: Commander Kirk Lippold on USS Cole Al-Qaeda Attack & How to Lead in Times of Crisis 1:03:30

1
079: Maria Konnikova on The Psychology of High-Stakes Poker and How it Applies to Financial Services 56:47

1
078: The Virtual FA Series™: Simon Bowen on How to Use Visual “Whiteboarding” Models to Simplify the Complex 1:07:54

1
077: The Virtual FA Series™ - Ryan Levesque on Using The ASK Method® to Build a List of Ideal Prospects and How to Choose Your Niche 1:14:02

1
076: The Virtual FA Series™: Pat Quinn on Adapting from Seminars to Webinars, What Stays the Same & What Changes 56:52

1
075: The Virtual FA Series™: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients 1:11:50

1
074:The Virtual FA Series™: Bryan & Shannon Miles on How to Create an Award-Winning Culture without a Physical Office 1:25:57

1
073: The Virtual FA Series™: Phillip Stutts on Marketing Your Business During COVID-19 1:20:18

1
072: Michael Hyatt on What It Means to Be a Vision Driven Leader 1:19:54

1
071: The Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and Marketing 1:10:03

1
070: Mike Koenigs on Connecting & Becoming Unforgettable to the Rich & Famous, Building a Media Empire, & Investing in Yourself 1:47:13

1
069: Jason Hewlett on Finding Your Signature Moves and the Power of Human Connection 1:20:34

1
068: BONUS - How Financial Advisors Can Build Wildly Successful Marketing Machines - Between Now and Success 1:16:48

1
067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients 2:00:16

1
066: Bob Burg on How Financial Advisors Can Embrace The Go-Giver Mindset to Win More Business 59:30

1
065: Daniel Crosby on Why Financial Advisors Need to Understand Human Behavior to Better Serve Their Clients 1:18:29

1
064: Jason Khalipa on What Financial Advisors Can Learn from The Fittest Man on Earth 1:19:58

1
063: Chris McChesney on How Financial Advisors Can Motivate a Team to Crush Goals with The Four Disciplines of Execution 1:39:24

1
062: Bo Eason on Telling Your Story and No Plan B For Being the Best 1:38:35

1
061: Carl Richards on How to Simplify Your Appointment Process and Build Trust by Asking Better Questions 1:11:46

1
060: Bryan Miles on How Financial Advisors Can Use Virtual Assistants to Save Time & Money 1:13:59

1
059: FATHER’S DAY BONUS - Helping Financial Advisors Navigate Parenthood - Generation.Mom 1:14:22

1
058: David Bach on The Latte Factor, Building a Sellable Practice, and Why Growth Shouldn't Mean Less Freedom 1:08:42

1
057: Pat Quinn on Driving More Seminar Appointments by Simplifying Your Presentation and Better Connecting with Your Audience 1:15:28

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