Finding a trustworthy financial advisor often feels daunting. Everywhere you look, from banks to online platforms, there seems to be someone offering financial advice. I'm Sean Kernan, and with over 20 years of experience in the industry, I've dedicated my career to navigating this complex landscape. My podcast, "How To Find A Financial Advisor," aims to demystify the process and guide you toward making informed choices. The financial industry is crowded with professionals from various backg ...
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Welcome to Mastering Your Money Mindset: How to Think Like a Top Producing Financial Advisor. Weekly Interviews with Top Performers in the industry. Have you ever wondered what separates successful financial advisors and insurance agents from the rest? What sets them apart isn't just hard work or skills, it's their mindset.
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The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
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How do I ask my financial advisor what my fees are?
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Sean gives you advice about questions you should ask your financial advisor about their fee structure. It Includes not only how much the advisor earns, but also how much is paid to your investment vehicles, transaction fees, and more.על ידי Sean Kernan
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Financial Advisor Fees - a surprisingly simple question to see if you're a good fit for an advisor
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Sean talks about how to approach your potential financial advisor's fees. It's important to initiate this conversation early in your interactions to understand how the advisor is compensated. Understanding their complete fee schedule will help you understand the overall cost of their services and make sure there are no hidden surprises.…
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How to Make Perfect Short-Term Predictions
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Sean and his colleague, Ben, discuss making short-term predictions - which people have no logical way to make. Even certified financial professionals can't predict whether the stock market is going to be up, down, or flat six months from now.על ידי Sean Kernan
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The surprisingly simple BEST question to ask a financial advisor
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This approach allows you to observe the advisor’s process and how they interact with clients. Pay attention to the direction of the discussion and how comfortably it flows. Feeling at ease during this conversation is a positive indicator of their client handling skills.על ידי Sean Kernan
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How to find a financial advisor - evaluating the common questions you're told to ask
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If you ask anyone who has a financial advisor for the best tips on finding one who fits your style, they'll give you the questions you "just have to ask" before you choose one. Sean provides a deeper look into what typical advice you might hear and how to carefully question this guidance.על ידי Sean Kernan
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Questions to ask yourself before finding a financial advisor
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Settling your wants and needs from a financial advisor is crucial — because for all intents and purposes, they'll be your partners in ensuring your financial future. Want to retire at 40? Tour the world? Make sure your kids can go to Harvard? Financial advisors can help you reach any or all of those big dreams.…
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Join Sean Kernan as he answers all the burning questions about finding and working with a financial advisor. In this episode, he answers the burning question on many peoples' minds — whether they even need a financial advisor in the first place.על ידי Sean Kernan
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From Maître D' to Medicare Mogul: James Blumetti's Journey to Entrepreneurial Success
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James Blumetti's rags-to-riches story will ignite your entrepreneurial spirit as he takes us through his ascent from restaurant maître d' to Medicare mogul. When a blind date turned into a career pivot, James discovered the grit required to sell life insurance one knock at a time. This episode unpacks his relentless pursuit of success, the resilien…
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A Financial Advisor's Perspective on Health and Professional Balance
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When faced with a cancer diagnosis, Nelson took a road less traveled, bravely side-stepping conventional treatments in search of healing's true source. His narrative weaves through the possibilities of what might happen if we dared to question the status quo. In our latest episode, he opens up about his transformation after being diagnosed with can…
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Harry Abrahamsen's Blueprint for Thriving in Financial Advising
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Ever wondered how to navigate the complexities of financial advising or carve out a successful career within it? Let the sage advice of Harry Abrahamsen, a luminary in finance and the esteemed author of "Money Rules," steer your ship through the stormy seas of personal finance and professional growth. In an intimate conversation, Harry recounts his…
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From Electrician to Elite Insurer: Jay's Journey to the Million Dollar Round Table
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Embark on a transformative sojourn with Jay, a luminary in the life insurance realm, as he narrates the pivotal switch from his electrician's toolkit to the echelons of the Million Dollar Round Table. Our latest episode unveils Jay's odyssey, accentuating the potency of persistence and the monumental impact of mentorship in sculpting a prosperous c…
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081: Robert Glazer on Elevating Your Team and Creating a High Performing Company Culture
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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…
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080: The Virtual FA Series™: Commander Kirk Lippold on USS Cole Al-Qaeda Attack & How to Lead in Times of Crisis
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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…
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079: Maria Konnikova on The Psychology of High-Stakes Poker and How it Applies to Financial Services
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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 …
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078: The Virtual FA Series™: Simon Bowen on How to Use Visual “Whiteboarding” Models to Simplify the Complex
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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…
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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
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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…
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076: The Virtual FA Series™: Pat Quinn on Adapting from Seminars to Webinars, What Stays the Same & What Changes
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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…
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075: The Virtual FA Series™: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients
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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…
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074:The Virtual FA Series™: Bryan & Shannon Miles on How to Create an Award-Winning Culture without a Physical Office
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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…
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073: The Virtual FA Series™: Phillip Stutts on Marketing Your Business During COVID-19
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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 …
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072: Michael Hyatt on What It Means to Be a Vision Driven Leader
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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 …
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071: The Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and Marketing
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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 …
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070: Mike Koenigs on Connecting & Becoming Unforgettable to the Rich & Famous, Building a Media Empire, & Investing in Yourself
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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 …
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069: Jason Hewlett on Finding Your Signature Moves and the Power of Human Connection
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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…
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068: BONUS - How Financial Advisors Can Build Wildly Successful Marketing Machines - Between Now and Success
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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 …
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067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients
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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…
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066: Bob Burg on How Financial Advisors Can Embrace The Go-Giver Mindset to Win More Business
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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…
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065: Daniel Crosby on Why Financial Advisors Need to Understand Human Behavior to Better Serve Their Clients
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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 …
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064: Jason Khalipa on What Financial Advisors Can Learn from The Fittest Man on Earth
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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…
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063: Chris McChesney on How Financial Advisors Can Motivate a Team to Crush Goals with The Four Disciplines of Execution
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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…
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062: Bo Eason on Telling Your Story and No Plan B For Being the Best
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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…
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