Archives: Podcasts

Revolutionizing the Financial Services Industry: Help Build the Perfect Advisor Business!

Join David Scranton as he explores the latest trends and opportunities in the financial services industry with special guest Barry Wheeles. Discover new ways to help build the perfect advisor business and help choose the right business model based on your unique needs. Get ready to revolutionize your career in financial advising and take your …

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Unlocking the Power of PR: Elevating Your Advisor Business with Strategic Communications

Join David Scranton and Eddie Ghabour as they delve into the world of strategic communications and public relations, and how it can help elevate your advisor business. In this episode, Dave and Eddie will share valuable insights on the power of PR, how to help build a successful PR strategy, and how to help effectively …

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Transform Your Career: Why Having a Mentor is the Key to Success

Join David Scranton and special guest James Locke as they discuss the transformative power of having a mentor in your career. In this episode, you’ll discover how mentorship can help you overcome challenges, accelerate your learning curve, and help achieve your goals faster than you ever thought possible. James Locke, a successful financial advisor will …

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Tips To Build a Successful Financial Business with Your Significant Other

Join David Scranton and power couple Lindsey Cotter and Nathan Cox as they share their insights on working together to build a successful financial business. In this episode, you’ll discover the secrets to balancing work and personal life, the benefits of building a business with your significant other, and the unique challenges you’ll face along …

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Fee-based Freedom: Revolutionizing the Financial Advisor Landscape!

In this groundbreaking episode of The Elevated Advisor, host David Scranton is joined by the renowned David Wright to explore the game-changing transition from commission-based to fee-based financial advising. Delve into the secrets of thriving in this new era of financial services as Wright shares his insightful experiences, proven strategies, and invaluable advice on embracing …

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The Surprising Advantages of Being a Financial Advisor in a Small Town

Join David Scranton and special guest Matthew Johnson as they explore the unique advantages of being a financial advisor in a small town. In this episode, you’ll discover how small town life can provide opportunities for building meaningful relationships, creating a loyal client base, and standing out in a crowded market. Matthew Johnson, a successful …

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Crushing It in the Big City: Insider Tips for Financial Advisors

Join David Scranton and special guest Sam McElroy, a successful financial advisor in Chicago, as they explore the secrets to thriving in a big city. In this episode, you’ll discover the unique challenges and opportunities of building a successful financial advisory business in a bustling metropolis. Sam will share his professional insights on how to …

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The Art of Low Stress Closing

Join David Scranton and special guest Rick Bates as they share their professional insights on how to increase your closing ratios using low stress techniques. In this episode, you’ll discover how to help build trust with clients, understand their needs and motivations, and create a low stress environment that allows for more successful closing. Rick …

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