The Ultimate Advisor Podcast 
Weekly Insights To Help You Craft The Ultimate Advising Practice
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Welcome to The Ultimate Advisor Podcast, please explore the episodes below and register to be the first to listen to the latest episodes from The Ultimate Advisor Podcast. Become the Ultimate Advisor and love your life and advising practice!
Episode 30:

How To Become A Micro-influencer With Matt Halloran

In this episode of The Ultimate Advisor Podcast, we take a pause from our 12 part series for a very special interview with Matt Halloran of Top Advisor Marketing. Matt is also a podcasting guru and the author of “The Social Media Handbook for Financial Advisors”. We discuss the ways you can elevate and upscale your business through differentiation, owning your marketing niche, avoiding “shiny object syndrome”, and podcasts. So, push PLAY and join us as we guide you down the right path to having more success in your financial services practice!
Episode 29:

Have A Strong Support Team Including Solid Next Gen Talent - Business Continuity Is Always Forefront

In this episode of The Ultimate Advisor Podcast, we kick off the ninth part of our 12 part series on the top characteristics of top financial advisors . In part nine, we discuss the importance and benefits of having a continuity plan and a talented team to carry on your vision. So, push PLAY and join us as we delve into how you can ensure your business and clients are always taken care of by creating YOUR strong support team!


Episode 28:

Act More Like A Business Than A Practice - Focused On Building Enterprise Value 

In this episode of The Ultimate Advisor Podcast, we jump into the eighth part of our 12 part series on the top characteristics of top financial advisors . In part eight, we discuss the benefits of acting like a business and focusing on the building aspect through your team, system, and processes. So, push PLAY and join us as we delve into shifting your practice into your business! 


Episode 27:

Open-Minded And Never Let Their Thinking Become Insular - Surround Themselves With Big Thinkers Who Help Change Their Perspective

In this episode of The Ultimate Advisor Podcast, we dive into the seventh part of our 12 part series on the top characteristics of top financial advisors . In part seven, we discuss how surrounding yourself with the right group of people will expose you to new ideas, push you to step outside of the box, and ultimately propel you forward past the status quo. So, push PLAY and join us as we delve into the benefits of thinking big with the right people to grow and better your business!


Episode 26:

Individualists - Intolerant of Bureaucratic Inefficiencies

In this episode of The Ultimate Advisor Podcast, we jump into the sixth part of our 12 part series on the top characteristics of top financial advisors . In part six, we discuss the importance of talking to the right people, having the right conversations, being open to change, and setting the stage on all ends of your business. So, push PLAY and join us as we delve into how top advisors push past inefficiencies and forward toward success!


Episode 25:

Self-Confident And Self-Motivated

In this episode of The Ultimate Advisor Podcast, we kick off the fifth part of our 12 part series on the top characteristics of top financial advisors . In part five, we discuss the importance of being a confident, self starter with the constant desire to succeed to help propel you forward, motivate your team, and achieve more success. So, push PLAY and join us as we delve into utilizing YOUR self confidence and motivation to grow and better your business!


Episode 24:

Flexible And Open To Change

In this episode of The Ultimate Advisor Podcast, we dive into the fourth part of our 12 part series on the top characteristics of top financial advisors . In part four, we discuss the importance of challenging yourself to try new things, as well as being flexible in your methodologies in order to capitalize on your business. So, push PLAY and join us as we delve into embracing change and flexibility to maximize your value, and grow your business!


Episode 23:

Growth Mindset

In this episode of The Ultimate Advisor Podcast, we jump into the third part of our 12 part series on the characteristics of top financial advisors . In part three, we discuss the importance of having a positive, growth mindset, along with the right people, to confidently take action and push through the struggle. So, push PLAY and join us as we delve into using your growth mindset, the right people, innovation, and implementation to keep your business growing!

Episode 22:

Being Long-Term Greedy

In this episode of The Ultimate Advisor Podcast, we kick off the second part of our 12 part series on the top characteristics of top financial advisors . In part two, we discuss the importance of keeping the long term gain in focus as well as investing back in your business no matter where you’re at in the process. So, push PLAY and join us as we delve into being long term greedy to grow your business and keep your success rate pushing forward!

Episode 21:

Top Advisors are Forward Thinking and Big Picture Focused

In this episode of The Ultimate Advisor Podcast, we kick off our 12 part series on the top characteristics of top financial advisors . In part one, we discuss the importance of having the right mindset, getting comfortable with uncertainty, as well as keeping the big final picture in focus to create a clear target to aim for. So, push PLAY and join us as we delve into setting yourself apart and up for success through the power of forward thinking and a vivid vision!
Episode 20: 

The Places That Make You Better And Level Up Your Advising Practice

In this episode of The Ultimate Advisor Podcast, we jump into the final part of our four part series that focuses on WHO versus HOW. We discuss the importance of joining the right mastermind to help you think outside of the box, strengthen your weaknesses, and catapult you into the future. So, push PLAY and join us as we delve into finding YOUR mastermind to support you, level you up, and grow your business!
Episode 19: 

Pick Your ONE Who

In this episode of The Ultimate Advisor Podcast, we jump into part three of our four part series that focuses on WHO versus HOW. We discuss the importance of focusing on the idea with the most exponential and finding the right person to help you get there. So, push PLAY and join us as we delve into discovering your one key initiative and picking the ONE who for YOU!
Episode 18: 

What Got You Here Won't Get You There

In this episode of The Ultimate Advisor Podcast, we jump into part two of our four part series that focuses on WHO versus HOW. We discuss how to evolve your business by letting go of some past habits, involvements, as well as learning to say no to what no longer serves you. So, push PLAY and join us as we delve into defining your next level growth and how to get there!
Episode 17: 

Mindset Matters & How To Find Your Edge

In this episode of The Ultimate Advisor Podcast, We start off a 4 part series that focuses on WHO versus HOW. We discuss the ways you can stand out with the right mindset and people in your corner. So, push PLAY and join us as we delve into how shifting your mindset to positive, forward thinking can help you from becoming complacent and grow your business!
Episode 16: 

 Sell the Destination, Not the Plan - Insights from the Founder & CEO of the go-to-copy-writing agency for some of the most elite entrepreneurs

In this episode of The Ultimate Advisor Podcast, We focus on how you can change the trajectory of your business with the right copy. We discuss the ways you can craft the right copy that will meet your ideal clients needs and have them more likely to move towards your offer. So, push PLAY and join us as we delve into how to turn more prospects into clients by selling the destination and not the plan!

Episode 15: 

Surprise & Delight - Differentiation

In this episode of The Ultimate Advisor Podcast, We focus on how you can set your firm apart through differentiation to create something unique that your team and clients won’t get elsewhere. We discuss how implementing this gifting strategy through tools such as referability can greatly set you apart from the others. So, push PLAY and join us as we delve into how to use the power of surprise and delight through differentiation to stand out , and grow your business!
Episode 14: 

Reviews and Reputation Management For Financial Advisors

In this episode of The Ultimate Advisor Podcast, We focus on ways to turn more prospects into happy clients through a financial advising website. We discuss the ways you can draw in, capture, and educate potential clients by having all the key elements, information, and marketing tools. So, push PLAY and join us as we delve into how to bring in more clients and grow your business through a financial advising website.
Episode 13: 

How to Have a Financial Advising Website That Converts More Prospects to Clients

In this episode of The Ultimate Advisor Podcast, We focus on ways to turn more prospects into happy clients through a financial advising website. We discuss the ways you can draw in, capture, and educate potential clients by having all the key elements, information, and marketing tools. So, push PLAY and join us as we delve into how to bring in more clients and grow your business through a financial advising website.
Episode 12: 

How To 10x Yourself

In this episode of The Ultimate Advisor Podcast, We focus on ways to 10x yourself and business. We discuss the benefits of the power of technology for automation and marketing to put you in multiple places at once, as well as strongly impact your business growth and clientele. So, push PLAY and join us as we delve into how to use Technology in your favor to 10x yourself and grow your business.
Episode 11: 

How To Automatically Nurture Your Clients and Prospects

In this episode of The Ultimate Advisor Podcast, We focus on getting to know your prospects. We discuss the benefits of a nurturing sequence and building rapport with potential clients and prospects alike so that they feel more comfortable, engage, and are more likely to hire you. So, push PLAY and join us as we delve into how to use a nurturing sequence to make potential clients comfortable and build your relationship.
Episode 10: 

Automate Your Avatar

In this episode of The Ultimate Advisor Podcast, we focus on how you can essentially position your messaging to attract more clients you enjoy and repel the others. We discuss automating the communication with your avatar so you can induce more rapport, add value, and garner reciprocity. So, push PLAY and join us as we delve into how to become crystal clear on who you serve.
Episode 9: 

Becoming Crystal Clear On Who You Serve

In this episode of The Ultimate Advisor Podcast, we focus on who you can best serve in your niche or market that best fits your service model and the offerings that you provide. We discuss defining your avatar and developing the mindset needed in order to say yes to your ideal client and no to everyone else that does not fit. So, push PLAY and join us as we delve into how to become crystal clear on who you serve.
Episode 8: 

Building a Meaningful Brand

In this episode of The Ultimate Advisor Podcast, we focus on differentiation and why you need to make it a priority when building a meaningful brand. We discuss leading with value when serving clients and why you should share your story with your clients. So push PLAY and join us as we delve into all of the strategies and tactics to help you build a meaningful brand. 
Episode 7: 

Getting The Right Butts In The Right Seats

In this episode of The Ultimate Advisor Podcast, we focus on how to develop a hiring practice that brings in high quality people into your practice. We will discuss why having a killer job description is incredibly important. We will also touch on some of the hoops you can make prospects jump through so you can weed out the ones who will not be a good fit early on. So push PLAY and join us as we delve into all of the strategies and tactics to help you get the right butts in the right seats.
Episode 6: 

Surround Yourself With Big Thinkers

In this episode of The Ultimate Advisor Podcast, we discuss why it is important to surround yourself with big thinkers who generate, create, and produce great ideas that lead to breakthrough results. This process is collaborative. Surrounding yourself with people who think differently than you and challenge you will push you to think outside the box, and this is where the magic happens. So push PLAY and join us as we delve into how to level up your business by surrounding yourself with other big thinkers.
Episode 5: 

Why Is Marketing Important?

Most advisory practices have grown their business primarily relying on referrals. This is great because it means that you are effectively serving your clientele. However, you are leaving money on the table by not maximizing your efforts and exploring what marketing means to you and how it can help you grow your business.
  
In this episode of The Ultime Advisor Podcast, we discuss why marketing is important and how you limit yourself when you rely solely on referrals. How do you reach people that don't know you, people that aren't your clients, that aren't getting introduced to you? How do you reach those other interesting people that can benefit from the work that you do and also be aware of the services that you offer? Push PLAY and let us walk you through why marketing is important and how you can use it to grow your practice. 
Episode 4: 

Why Have An Implementor

In this episode of The Ultimate Advisor Podcast, we discuss why having a second in command in your office to help you facilitate all of your visionary ideas is so important. We will delve into why having someone who can relay information and get the team engaed in making those ideas a reality is such an asset. So push PLAY and let us walk you though why you should have an implementor. 
Episode 3: 

How to Make It About Them... NOT YOU!

In this episode of The Ultimate Advisor Podcast, we discuss how to make your marketing and messaging impactful by focusing on your target audience. We will also discuss the importance of your messaging strategy. So push PLAY and let us walk you through how to make it about them and not you. 
Episode 2: 

Where To Start With Marketing as a Financial Advisor

In this episode of The Ultimate Advisor Podcast we discuss a variety of ways that we think you can use marketing to differentiate yourself in a way that isn't overwhelming. We will discuss how you can create a clear and easy action plan to get started today. So push PLAY and let us walk you through where to start with marketing. 
Episode 1: 

Why We're Doing This

Welcome to the first episode of the Ultimate Advisor Podcast. In this introductory episode, we will share why we decided to create this podcast and walk through what it takes to become an Ultimate Advisor. Throughout the following episodes we will share various strategies and tactics you can implement in your financial advising practice. So push PLAY and let us walk you through what it takes to become an Ultimate Advisor.
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About The Ultimate
 Advisor Podcast:
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.

Each week, your hosts Draye Redfern, Bryan Sweet, and Brittany Anderson will share some of the closest guarded secrets from successful financial advising practices across the U.S.  

Bryan Sweet

Founder of Sweet Financial, CEO, Wealth Advisor, RJFS
Creator of The Dream Architect™
Co-founder of Dare to Dream Enterprises
Creator of Elite Wealth Advisor Symposium
Author of 3 books – Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To, Imagine. Act. Inspire. A Daily Journal and Give & Grow: Proven Strategies for Starting an Running and Effective Study Group

Draye Redfern

Draye is the founder of Redfern Media, a direct response marketing agency.  In addition, Draye helps to provide insurance solutions to more than 8,700 law firms across the United States annually and runs a Media and Marketing agency.

Brittany Anderson

Director of Operations at Sweet Financial, Office Manager, RJFS
Co-founder of Dare to Dream Enterprises
Author of 2 books – Imagine. Act. Inspire. A Daily Journal & Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To
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