In this powerful episode of The Elevated Advisor, Erin Botsford joins us to challenge the limiting beliefs that hold financial advisors back and offers a fresh perspective on what’s truly possible in the industry. Erin shares how to stretch your vision and push beyond boundaries to achieve extraordinary success. If you’ve ever felt limited by …
In this episode of The Elevated Advisor, we dive deep into a powerful strategy for financial advisors—using life insurance to build significant assets under management (AUM). Tim Yurek, an expert in the field, shares how life insurance can be leveraged not just as protection, but as a tool for substantial wealth accumulation. If you’re looking …
In this eye-opening episode of The Elevated Advisor, we’re joined by Ryan Nauman to explore one of the most significant events in financial history—the Great Wealth Transfer. With trillions of dollars set to change hands over the next few decades, financial advisors have an incredible opportunity to guide clients through this generational shift. Ryan dives …
The Great Wealth Transfer: Navigating Generational Change Read More »
In this episode of The Elevated Advisor, we sit down with Gregg Greenberg to uncover the key traits and strategies that make a successful CEO. Gregg Greenberg shares the secrets he’s learned from interviewing some of the most impactful leaders in business. This episode offers valuable insights for financial advisors who aspire to grow their …
The Secrets of a Successful CEO: Insights from Gregg Greenberg on Leadership and Growth Read More »
In this special episode of The Elevated Advisor, we’re bringing you the best moments from our most powerful episodes. Tune in to hear top insights, success stories, and actionable strategies from our expert guests—each one offering valuable lessons to elevate your financial advisory practice. Whether you’re looking to boost your client relationships, grow your business, …
In this empowering episode of The Elevated Advisor, we dive into how financial advisors can break through limitations and unlock their true potential. Join us as we explore the common obstacles that hold advisors back—whether it’s fear of change, resource constraints, or self-doubt—and discover actionable strategies to overcome them. Our guest will share their personal …
How to Overcome Limitations and Skyrocket Your Financial Advisory Career Read More »
In this episode of The Elevated Advisor, we explore the immense benefits of creating a cohesive financial firm that offers a full suite of services under one roof. Join us as we discuss the advantages of providing comprehensive solutions—including investments, insurance, taxes, and estate planning—to better serve clients and streamline operations. Discover how a unified …
The Power of Cohesion: Building a Comprehensive Financial Firm Under One Roof Read More »
In this episode, we delve into the pivotal role of teamwork in financial advisory with special guest Drew Pelton. Join us as we explore the art of building the right team to help amplify success in the advisory realm. Drew shares his insights, strategies, and firsthand experiences on assembling a cohesive and high-performing team. Whether …
In this episode of The Elevated Advisor, we delve into the journey of transitioning from a captive agent to becoming an independent financial advisor. Join us as we explore the challenges, opportunities, and strategies involved in breaking free from the constraints of captivity and establishing your independence. Gain valuable insights from advisors who have navigated …
Breaking Free: Transitioning from Captivity to Independence in Financial Advisory Read More »
In this latest episode of The Elevated Advisor, we explore a strategic transition in the world of financial advisory outreach. Join us as we discuss the advantages and intricacies of switching from traditional dinner seminars to the dynamic realm of public speaking educational events. Gain insights on how this shift can enhance your ability to …
From Dinner Seminars to Dynamic Public Speaking for Financial Advisors Read More »
In this episode of The Elevated Advisor, we dive into the world of lead generation with a special focus on creating a radio show. Discover the strategies, tips, and best practices that can help financial advisors harness the immense potential of radio shows to generate high-quality leads. Whether you’re a seasoned advisor looking to expand …
Lead Generation Radio: Turning Airwaves into Opportunities Read More »
In this episode of The Elevated Advisor, we sit down with David Stearns to explore his remarkable journey from being an insurance advisor to becoming a fully licensed financial advisor. David shares his experiences, challenges, and the key insights that guided him through this transition. If you’re an insurance advisor contemplating a shift toward comprehensive …
Evolving Roles: From Insurance Advisor to Fully Licensed Financial Professional Read More »
In this exclusive episode of The Elevated Advisor, we’re joined by JoAnn Regan. As a financial advisor, you understand the importance of offering integrated solutions to your clients. JoAnn shares her invaluable insights on why financial advisors should consider encompassing investments, taxes, insurance, and more under one strategic roof. Learn how this integrated approach not …
The Power of Integrated Wealth Management for Financial Advisors Read More »
Join us on The Elevated Advisor podcast for an inspiring conversation with Anthony Saccaro as he shares his remarkable journey of wearing multiple hats, from financial advisor to lawyer, and the power of stepping out of your comfort zone. In this episode, you’ll hear about Anthony’s experiences, challenges, and successes in navigating these diverse roles …
Stepping Beyond Comfort: Unlocking Growth By Embracing New Challenges! Read More »
Join David Scranton in a thought-provoking discussion with Brian Moon and Mubashir Subhani as they delve into the transformative role of humility in the world of financial advising. In this enlightening episode, you’ll uncover how humility can shape your approach, foster deeper client relationships, and elevate your advisory practice. Brian Moon and Mubashir Subhani, accomplished …
Join David Scranton and special guest Eric Lardner as they delve into the journey of releasing your shackles and transitioning from a captive agent to an independent in the financial services industry. In this empowering episode, you’ll gain valuable insights on the benefits of independence, overcoming challenges, and the strategies for successfully making the transition. …
Join David Scranton as he reflects on the top insights and expert advice from Season 1 of The Elevated Advisor podcast. In this special episode, you’ll hear highlights from some of the most popular and impactful episodes of the season, featuring guests such as Jeff Small, James Locke, Lindsey Cotter, Nathan Cox, Eddie Ghabour, and …
Join David Scranton and special guest Michael Eastham, a financial advisor, and author, as they share their insights on making a career change to financial services and learning to sell effectively. In this episode, you’ll discover the key skills and qualities necessary to succeed in financial advising, and how to help build a successful second …
From New Career to New Heights: Learning to Sell and Succeed in Financial Services Read More »
Join David Scranton as he reflects on the top insights and expert advice from Season 1 of The Elevated Advisor podcast. In this special episode, you’ll hear highlights from some of the most popular and impactful episodes of the season, featuring guests such as Jeff Small, James Locke, Lindsey Cotter, Nathan Cox, Eddie Ghabour, and …
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 …
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 …
Crushing It in the Big City: Insider Tips for Financial Advisors Read More »
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 …
The Surprising Advantages of Being a Financial Advisor in a Small Town Read More »
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 …
Fee-based Freedom: Revolutionizing the Financial Advisor Landscape! Read More »
On this episode of The Elevated Advisor Podcast, host David Scranton sits down with Jeff Small, President of Arbor Financial Services of Florida, Inc., to discuss the powerful impact of publishing a book as a financial advisor. Jeff shares his experience of writing “Turning Financial Planning Right Side Up” and how it not only helped …
How A Book Can Catapult Your Practice to Success Read More »
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 …
Tips To Build a Successful Financial Business with Your Significant Other Read More »
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 …
Transform Your Career: Why Having a Mentor is the Key to Success Read More »
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 …
Unlocking the Power of PR: Elevating Your Advisor Business with Strategic Communications Read More »
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 …
Join David Scranton on The Elevated Advisor podcast as he takes you on a journey through his successful career in the financial advising industry. With over 30 years of experience and a 50 million-dollar framework, Dave has helped advisors bring in millions in new assets every month. Get ready to be inspired and learn valuable …
Helping Achieve Million-Dollar Success in Financial Advising Read More »
