Business of Advice

14/08/2025

One of the discussions I have most often with advisors of growing firms, is how do I manage my time? How can I lead, strategize, shepherd my business, while also finding time to grow myself, and be the best husband/wife/father/mother to those that matter most?

I brought on my good friend Chad Johnson to discuss his role as Chief of Staff for Maxwell Leadership and he delivers so many amazing ideas and tactical next steps to help drive your business to new heights!

Watch: https://shorturl.at/S8UwY
Listen: https://shorturl.at/WDMlf

31/07/2025

Big Mo!
Momentum is one of the most powerful forces in business—you can’t always see it, but you definitely know when you have it… and when you don’t.

In this episode, I’m joined by my friend and New York Times best-selling author Don Yaeger, along with retired Brigadier General and leadership expert Bernard Banks to discuss momentum, and their new book, "The New Science of Momentum: How the Best Coaches and Leaders Start a Fire From A Single Spark." Together, we dive into how to build momentum in your business—and maybe even more importantly, how to sustain it.

Enjoy the episode, and don’t forget to subscribe and leave us a review!

Watch: https://shorturl.at/xABDb
Listen: https://shorturl.at/MBCsv

18/07/2025

There is nothing better for becoming a better business owner, or camaraderie than an Advisors Excel event! In our new special event episodes, I brought in a few friends to recap the biggest learnings from our recent AExchange Events. These events were held in our advisor partners offices around the country and offered a first hand experience into some of the most successful financial advisors offices in the country. Check out this episode on your favorite podcasting platform, or watch on YouTube!

Listen: https://tinyurl.com/58pd6sj3
Watch: https://tinyurl.com/yk7ksvzz

04/07/2025

Happy birthday America!!! We couldn't think of a better gift, than the gift of a leadership discussion from one of America's best, Jocko Willink. Enjoy this episode, and your rockets red glare tonight!

https://podcasts.apple.com/us/podcast/ep-103-jocko-willink-the-mindset-shift-every-leader-needs/id1578768590?i=1000715627815

03/07/2025

After a little break, we’re back and ready for our next 100 episodes!

https://businessofadvicepodcast.com/https://open.spotify.com/show/3xI85IKLy7MRdnqejS4rhrhttps://podcasts.apple.com/us/podcast/business-of-advice/id1578768590

10/04/2025

My guy DC is back for a third time, a new BOA record! This time, we dive deep into how you can leverage your business to make positive and long-standing impacts in the community. Our desire for Advisors Excel to be a 100-year company focuses on making life-changing impact on the advisors we serve, our teammates and our community. These past three episodes have been a blast to think back over Advisor Excel's 20 years. We're just getting started, can't wait for our next 20!

Listen: https://rb.gy/50isax
Watch: https://rb.gy/upl0b3

27/03/2025

We're back for part two, with my co-founder, David Callanan! During our 20 years at Advisors Excel, we've learned quite a few leadership lessons, and we are excited to recap some of those, and tell a few stories along the way.

Make sure and subscribe on your favorite platform, part three is coming in two weeks!

Listen: https://rb.gy/1v7zwx
Watch: https://rb.gy/7l0exn

13/03/2025

100 Episodes of the Business of Advice! When I started this podcast 3.5 years ago, my mission was simple, because its also the goal of all of us here at Advisors Excel. We're here to help good advisors, become great business owners!

I couldn't think of a better way to celebrate 100 episodes, than to reinforce our mission by having my co-founder, David Callanan, on the podcast to discuss our biggest lessons learned over the past 20 years of AE. This is a big episode, but David also joined me for episodes 101 and 102, so make sure to subscribe to get notified when those episodes drop!

Listen: https://podcasts.apple.com/us/podcast/ep-100-david-callanan-lessons-learned-over-20-years/id1578768590?i=1000699019849

Watch: https://www.youtube.com/watch?v=vNVoIyksJBQ

27/02/2025

Its a very special edition of The Business of Advice podcast! Recently, we hosted our World Series of Success, where the top advisors in the country gathered to learn, grow, and become better business owners. This year, we pulled out all the stops for our 20th anniversary, including an incredible fireside chat with the legendary Duke basketball coach, Coach K!

Coach K shared invaluable insights on leadership, accountability, and building a value-driven team. Whether you're an advisor, a business owner, or someone striving to be a better leader, this conversation is a must-listen.
Listen: https://rb.gy/rylylx
Watch: https://rb.gy/rn1l84

🔹 Key Takeaways:
The importance of loving what you do and embracing new beginnings.
Why the preparation to win is more critical than the will to win.
Building a cohesive team with character and talent.
Inspirational stories from Coach K's legendary career.

Remember, our world needs great leaders more than ever today, so let's go be great! 💪

13/02/2025

We recently had the privilege of hosting the World Series of Success in January, where our advisors were treated to an inspiring talk by Dan Martell, author of "Buy Back Your Time." Dan's insights on optimizing your time and energy for greater returns left us all motivated and ready to take action!

Following his electrifying session, I sat down with Dan for an exclusive interview, diving deeper into practical strategies that every entrepreneur and financial advisor can use to elevate their game.

Tune in to our latest podcast episode and discover how you can: 🔹 Spend more time on activities that energize you.
🔹 Invest wisely to maximize your returns.
🔹 Overcome the fear of letting go and delegate effectively.
🔹 And so much more!

Don't miss out on this golden advice from a true master of time management. Click the link below and be inspired to reclaim your time and transform your productivity!

Listen: https://rb.gy/r27lxj
Watch: https://rb.gy/lu723c

30/01/2025

The best is not the standard, THE STANDARD IS THE STANDARD! If you were at WSOS 2025, these words from Eric Thomas are STILL bouncing around your head.
-Create your dynasty.
-Be a wild dog, not a lion.
-Are championships your standard, or do you accept less?

ET got our blood pumping at WSOS 2025, so be ready when you listen to this one!

Listen: https://rb.gy/n7jrur
Watch: https://rb.gy/hoozx0

24/01/2025

Taxes, Social Security and the impacts of the Presidential Election! I had a great conversation with Becky Swansburg, of Stonewood Financial fame, and it’s packed with invaluable topics! Here are the top takeaways:
Roth Conversions: 2025 is a pivotal year for Roth conversions! Becky explains why it's crucial to start conversions now while tax rates are lower due to the TCJA, and how her new software helps model the best conversion strategies to minimize taxes.

Tax Diversification: Becky stresses the importance of educating clients on tax diversification to safeguard their retirement against future tax hikes. If all your retirement assets are in tax-deferred vehicles, you’re exposed to the risk of rising taxes.

Legislative Risk: Legislative changes can impact retirement savings significantly. Becky discusses the current administration's stance on protecting savers and what it means for your clients' future planning.

Social Security Planning: Addressing concerns about Social Security benefits, Becky advises that deferring benefits is still a smart choice for many, despite potential reforms.

Estate Tax Exemption: High net worth clients need to act now! She warns that the estate tax exemption could be reduced in future negotiations, making immediate estate planning essential.

Listen:

Podcast Episode · Business of Advice · 01/16/2025 · 41m