Welcome to The Elevated Advisor Podcast!

About The Show

Our show is dedicated to providing valuable insights and strategies for financial advisors looking to take their careers to the next level.

Each episode features interviews with industry professionals and successful financial advisors, as well as actionable tips and advice for building a thriving practice. We cover a wide range of topics, including client acquisition, marketing and branding, investment strategies, and more.

Whether you’re just starting out as a financial advisor or looking to grow your existing practice, The Elevated Advisor Podcast has something to offer. Our goal is to provide you with the tools and inspiration you need to build a successful and fulfilling career in the financial industry.

Tune in every week to learn from the best in the business and take your financial advising skills to new heights. Follow us to stay up to date on new episodes and join the conversation on financial advising.

About The Host

David J. Scranton

CFA^®, CFP^®, ChFC, CLU

David J. Scranton is a money manager, Amazon bestselling author, radio host, market analyst, and the founder of Advisors’ Academy, Sound Income Strategies, LLC, and Retirement Income Source, LLC. As an industry specialist, Dave has shared his market insights on CNBC, Bloomberg, Fox Business, and other news outlets. His bestselling books include “Return on Principle” and “Retirement Income Stor-E” and his YouTube show “Retirement Income Source with David J. Scranton” airs new episodes each week.

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Frequently Asked Questions

A podcast is a digital audio program that can be accessed on-demand via the internet. Unlike traditional radio shows, podcasts are pre-recorded and can be played through a podcast player such as iTunes, or directly from a podcast website, which can be accessed from your computer or smartphone.

Podcasts offer a level of convenience and flexibility that traditional radio shows cannot match. With podcasts, you can listen to your favorite content at any time, from any location. Whether you’re commuting, working out, or completing daily tasks, podcasts allow you to enjoy quality programming without being tethered to a specific time or place. And best of all, you don’t need to be glued to a screen to listen!

To listen to The Elevated Advisor Podcast, you have several options. If you’re using a computer, simply visit our website at https://theelevatedadvisorpodcast.com/ select the episode you want to listen to from the top of the page, and then scroll down to the embedded podcast player. You’ll see a big “Play” button, which you can click to start listening.

If you’re using a smartphone, you can subscribe to our podcast via the iTunes app if you’re using an iPhone. Alternatively, if you’re using an Android or Windows device, you can download any of the numerous podcast applications available. Our podcast is also available on Google Play, Spotify, and YouTube so you can listen to us on the go, wherever you are!

We release new episodes weekly. To stay informed about our latest content, you can sign up for our email list by visiting the subscribe section of our website. By doing so, you’ll receive email notifications when new episodes are available.

In addition, you can subscribe to our podcast via your preferred podcast player, whether it’s iTunes, Spotify, Google Play, or another platform. Once you’ve subscribed, you can track new episodes directly within your podcast player and receive notifications when new content is available. This way, you’ll never miss an episode!

We carefully select guests based on their compelling stories and approaches to growing their firm. We are always on the lookout for individuals with fresh perspectives and innovative ideas that can help our listeners succeed in their own careers and businesses.

In addition to our own research and outreach, we also welcome guest nominations from our listeners. If you know someone who would be a great fit for the show, or if you would like to nominate yourself, we invite you to fill out an application on our website (link to form). Our team will review all nominations carefully and select the best candidates to be featured on the show.

Apply to be a Guest

Would you like to be a guest on the Elevated Advisor Podcast?

Please apply below.

Full Name(Required)

Email Address(Required)

Firm Name(Required)

Website URL(Required)

Have you been a guest on a podcast before?(Required)

If yes, please provide links to previous appearances

What sets you, your advisory firm, or your career/business apart?(Required)

What is your current AUM? (assets under management)?(Required)

What percentage of your AUM is allocated to income investments?(Required)

Which types of investments do you primarily use?(Required)

ETFs

Mutual Funds

Other (please specify)

Who manages your clients' investments?(Required)

Outside money manager

In-house team

If you use Fixed Index Annuities (FIAs), what is your annual production?(Required)

Are you affiliated with an RIA or do you operate your own?(Required)

Do you have a broker-dealer?(Required)

Yes

How many staff members do you have, and how many are agents/advisors?(Required)

Please suggest a unique or interesting topic that could be discussed on the podcast.(Required)

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