Les meilleurs podcasts Ultimate Advisor (2024)

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Episode 258 - Scaling a Multi-Billion Dollar Advisory Practice through Mastering Leadership with Jon Kuttin 35:20

14h ago35:20

35:20

Tired of dreaming small? Learn how one advisor built his practice beyond $9.5 billion in AUM without a client in sight! On this episode, Jon Kuttin reveals how he removed himself from client work over a decade ago to focus fully on developing leadership within his enterprise. Hear his counterintuitive strategies for gaining the confidence to lead c…

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Episode 257 - Discover Your Purpose and Live Out Your Legacy with Joe Lander 36:33

8d ago36:33

36:33

Joe Lander is a former attorney and HR manager who is now the owner and CEO of Life You Live Coaching. Through his unique RESOLVE framework, Joe empowers successful leaders to create a meaningful legacy that makes a difference in the world. In this session, Joe will share his process for helping people discover their true purpose and live out their…

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Episode 256 - Quantifying Your Worth: Leveling Up Your Value Proposition with Leo Pusateri 35:56

15d ago35:56

35:56

In this episode of the Ultimate Advisor Podcast, our very own John Moshides sits down with value creation expert Leo Pusateri to discuss how advisors can quantify and communicate their true worth. Leo shares his insights on understanding client needs and differentiating your practice in a crowded marketplace. Learn his seven-step value ladder appro…

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Episode 255 - Speaking with Impact: Effective Communication with Joel Weldon 30:37

22d ago30:37

30:37

Welcome to the Ultimate Advisor Podcast! In this episode, Joel Weldon shares his expertise on effective communication for financial advisors. As a member of the Speaker's Hall of Fame who has coached over 10,000 speakers, Joel provides insights on how advisors can speak with impact by connecting authentically with their audience. He emphasizes the …

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Episode 254 - Three Sunny Strategies for a Successful Advisory Practice 23:14

29d ago23:14

23:14

Get ready to sprinkle some sunshine into your day with the newest episode of Ultimate Advisor Podcast! Join the merry trio - Brittany, Bryan, and Draye - as they unwrap the gift of positivity. In this episode through the land of optimism, they'll share giggles, wisdom, and valuable insights on how keeping a skip in your step can brighten both your …

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Episode 253 - Pure Passion: Leadership, Mentorship and Leaving a Positive Mark with Dr. Kevin Kremer 34:19

1M ago34:19

34:19

Welcome to another inspiring episode of the Ultimate Advisor Podcast wherein Brittany Anderson interviews Dr. Kevin Kremer about his journey transitioning from a successful career in dentistry to focusing on leadership, mentorship and making a positive impact. Kevin shares valuable insights on discovering your purpose through contributing to others…

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Episode 252 - Shortening the Curve to Success: Focused Learning and Application 24:55

1M ago24:55

24:55

How do the most successful advisors continue to grow their businesses year after year? Tune in to this episode of The Ultimate Advisor Podcast to learn about the habits of top performers and how continuous learning plays a key role. Our hosts, Brittany Anderson, Bryan Sweet and Draye Redfern discuss why lifelong and focused learning is so important…

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Episode 251 - Raising the Next Generation of Wealth: Teaching Kids Financial Skills for Life 34:57

2M ago34:57

34:57

In this episode of The Ultimate Advisor Podcast - "Raising the Next Generation of Wealth: Teaching Kids Financial Skills for Life" - host Bryan Sweet sits down with family legacy expert Scott Donnell. Scott shares his experience developing programs like Gravy Stack and Dinner Table, which use hands-on learning to teach children vital money manageme…

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Episode 250 - Taking Control of Your Online Reputation 29:39

2M ago29:39

29:39

This episode of The Ultimate Advisor Podcast explores how to take control of your online reputation and reviews as a financial advisor. Brittany Anderson and Draye discuss the importance of identifying your ideal clients, vetting internal team members, and offering exceptional customer service to minimize risks and maximize positive reviews. Tune i…

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Episode 249 - Trigger Positive Feelings & Strengthen Brand Loyalty 26:36

2M ago26:36

26:36

In this episode of The Ultimate Advisor Podcast, we delve into the significance of differentiation in enhancing brand loyalty. Setting your firm apart from competitors is essential, and creating unique offerings that benefit both your team and clients is key. Discover how the concept of Surprise & Delight by implementing a gifting strategy focused …

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Episode 248 - Fear as Fuel: Achieving Success, Overcoming Anxiety 27:38

2M ago27:38

27:38

Welcome to another episode of the Ultimate Advisor Podcast, where hosts Brittany Anderson, Bryan Sweet, and Draye Redfern discuss how to use fear as fuel for growth. They share personal stories of overcoming anxieties from their past careers and businesses. This insightful episode will help you face your fears and use anxiety as a driver for achiev…

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Episode 247 - The Client-Centric Approach: Stop Talking, Start Listening 24:17

3M ago24:17

24:17

Tired of the same old financial marketing that focuses on your credentials instead of your clients' needs? Join Brittany Anderson, Bryan Sweet and Draye Redfern as they discuss the key to growing your advisory practice: a client-centric approach. Discover specific techniques for listening to what's really important to your target audience and craft…

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Episode 246 - Trust Your Vision and Watch Your Business Dreams Come to Life 24:10

3M ago24:10

24:10

Want to take your business to the next level and attract more ideal clients who love your unique value proposition? In this episode, Brittany, Bryan and Draye discuss why developing a vivid and compelling future vision is so important for guiding strategic decisions, marketing your differentiated value, and inspiring your team. You'll learn how to …

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Episode 245 - From the Sidelines to the Boardroom: Brian Neale's Unlikely Path to Building Champions 41:49

3M ago41:49

41:49

What do an NFL referee and elite sales coach have in common? More than you might think. Join Brittany Anderson as she sits down with Bryan Neale to discuss his unlikely journey from small town football player to officiating in the NFL to founding his renowned sales coaching company Blind Zebra. Bryan shares how the lessons of discipline, process, a…

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Episode 244 - Inside Tax Strategies with Tom Wheelwright 32:43

3M ago32:43

32:43

Welcome back to the Ultimate Advisor Podcast! Join Brittany Anderson in this insightful episode as she engages in a conversation with Tom Wheelwright, a seasoned tax expert, CEO of WealthAbility, bestselling author, podcast host, Rich Dad Advisor and the CPA to Robert Kiyosaki . Tom has been instrumental in assisting numerous entrepreneurs and inve…

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Episode 243 - New Year, New You: Supercharging Your 2024 22:57

4M ago22:57

22:57

Happy New Beginnings! Get ready for a fresh episode of The Ultimate Advisor Podcast! In this episode, we're breaking down how to supercharge your business in 2024. We dived into embracing change and making simple tweaks that can really amp up your business game. Hit play, and let's explore together how you can smash your New Year's goals and make y…

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Episode 242 - The Year-End Advise: Propel your business forward 22:55

4M ago22:55

22:55

In this special year-end episode of The Ultimate Advisor Podcast, we embark on an exclusive three-part series aimed at helping you wrap up the year on a high note and position your business for success in the coming year. Today's installment focuses on the crucial task of dedicating the next 90 days to honing in on the top three accomplishments tha…

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Episode 241 - Solving Your Biggest Business Problems with EOS: Featuring Jillian Mittelmark 28:42

4M ago28:42

28:42

Dive into the world of strategic business growth and financial empowerment with the latest episode of The Ultimate Advisor Podcast! Join us as we sit down with Jillian Mittelmark, CPA and founder of Resolve Works, a firm specializing in fractional accounting support for ambitious entrepreneurial organizations. Jillian is a seasoned professional EOS…

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Episode 240 - Exit-to-Excel Strategies with Jerome Myers 34:45

4M ago34:45

34:45

Dive into the intricate realm of life transitions and business exits in this compelling episode of The Ultimate Advisor Podcast. Join us as we engage in a candid conversation with our esteemed guest, Jerome Myers – a seasoned business leader and exit strategist. Embark on a journey of discovery as we unravel the emotional challenges that often acco…

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Episode 239 - Empowering Teams for Self-Management and Work-Life Harmony with Christopher Turner 37:27

4M ago37:27

37:27

Welcome to the Ultimate Advisor Podcast. In this episode, we're honored to host Christopher Turner, the pioneering founder of EMERGICON. Join us for an enlightening conversation as Christopher shares his journey, revealing how EMERGICON's innovative approach not only maximizes reimbursement for ambulance and fire response but also champions a balan…

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Episode 238 - Get Involved in Diverse Perspectives: Surround Yourself with Big Thinkers 19:39

5M ago19:39

19:39

In this episode of The Ultimate Advisor Podcast, we explore the seventh characteristic of top financial advisors from our 12-part series: 'Get Involved in Diverse Perspectives: Surround Yourself with Big Thinkers.' Discover how surrounding yourself with influential thinkers fosters new ideas, encourages thinking beyond the norm, and propels you for…

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Episode 237 - Breaking Chains: Achievement in Individualism 18:21

5M ago18:21

18:21

Are you constantly frustrated by inefficiencies and bureaucracy? If so, you might just be an Individualist! In our latest Ultimate Advisor Podcast episode, we explore the fascinating world of those who dislike inefficiency and embrace a more independent approach. Join us as we unravel the traits and mindset of Individualists and discover how their …

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Episode 236 - One Color, One Major Result with David Bassitt 29:11

5M ago29:11

29:11

Dive into the vibrant world of sales success with our latest Ultimate Advisor Podcast featuring the incredible David Bassitt. Uncover the transformative power of the color orange as David shares the fascinating story behind his unique approach. Discover how David, a seasoned sales professional with 50 years of success, stumbled upon the impact of t…

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Episode 235 - The Ultimate Advisor's Motivation and Mastery 22:34

5M ago22:34

22:34

Welcome to The Ultimate Advisor Podcast, your go-to source for unlocking the secrets of being a top advisor. In this episode, we delve into the importance of self-confidence, self-starting motivation, and an unyielding desire to succeed as the driving forces behind your success. But that's not all – we'll also explore what keeps you motivated to be…

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Episode 234 - Attracting Clients the Smart Way with Paul McManus 31:47

6M ago31:47

31:47

Are you tired of the constant client chase? Join us in this exciting Ultimate Advisor Podcast episode together with Paul Macmanus - the AUTHORITY MARKETING EXPERT for financial advisors, the founder of More Clients More Fun LLC, MCMF Publishing, Creator of The Million Dollar Producer LinkedIn Program and host of The Million Dollar Producer Show Pod…

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Episode 233 - Embracing change with Flexibility 24:43

6M ago24:43

24:43

In this episode of the Ultimate Advisor Podcast, we explore the significance of stepping out of your comfort zone and experimenting with fresh approaches. We emphasize the vital role of flexibility in your methods to seize every opportunity for business growth. So, hit that PLAY button and join us as we embark on a journey of embracing change and a…

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Episode 232 - Fueling success with a Growth Mindset 21:27

6M ago21:27

21:27

In this episode of The Ultimate Advisor Podcast, we delve into the crucial role of cultivating a positive, growth-oriented mindset and surrounding oneself with the right individuals to confidently navigate challenges and persevere. Tune in and hit PLAY as we explore the utilization of your growth mindset, the power of the right connections, innovat…

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Episode 231 - Why do we have to be long-term greedy? 22:49

6M ago22:49

22:49

In this engaging episode of the Ultimate Advisor podcast, we delve deep into the pivotal concept of maintaining a steadfast focus on long-term gains. Join us as we explore the significance of consistently reinvesting in your business, regardless of its current stage of development. Hit PLAY now to discover the art of being long-term greedy, a strat…

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Episode 230 - Embracing Forward-Thinking Strategies and Big Picture Vision 19:12

7M ago19:12

19:12

Dive into this insightful Ultimate Advisor Podcast episode where we explore the essential elements that define top-tier financial advisors. Join us as we highlight the pivotal importance of nurturing the right mindset, gracefully navigating uncertainty, and honing a steadfast focus on the broader perspective. Discover how these key attributes empow…

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Episode 229 - Entrepreneurs' Quest for the DREAM EXIT with Mike Malatesta 38:03

7M ago38:03

38:03

In our latest episode of the Ultimate Advisor Podcast, we delve deep into the art of patiently planning for the ultimate exit strategy with none other than Mike Malatesta. A true entrepreneur at heart, Mike is on a mission to empower fellow visionaries in bringing their dreams to life and attaining unparalleled success. With a remarkable track reco…

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Episode 228 - Unwrapping the Inheritance Enigma: A deep dive into Legacy Planning 41:37

7M ago41:37

41:37

Join us on the latest episode of The Ultimate Advisor Podcast as we embark on an enlightening journey with a remarkable guest, Joe Clark, the visionary founder of Financial Enhancement Group Trust Services (FEGTS). In this captivating episode, we delve headfirst into the world of Legacy Planning, exploring the secrets behind creating the Gold Stand…

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Episode 227 - Success is beyond the search for the next sale 22:07

7M ago22:07

22:07

Welcome to a riveting episode of The Ultimate Advisor Podcast, where we dive deep into journey beyond the traditional sales-focused approach to success. We explore the profound idea that true success isn't solely about chasing the next sale. Join us as we unveil the secrets to not just surviving, but thriving in challenging business landscapes. In …

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Episode 226 - Center on What they Stand, To Gain 25:35

8M ago25:35

25:35

In this engaging episode of The Ultimate Advisor Podcast, we delve deep into a fundamental aspect of successful marketing and messaging: shifting the spotlight from yourself to your audience. We'll explore the critical questions that lie at the core of effective communication – What is it that your audience truly seeks? What resonates with them on …

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Episode 225 - A Toast to an Empowered Woman, and Gentlemen, You're Absolutely Included! 29:10

8M ago29:10

29:10

Tune in to the latest episode of the Ultimate Advisor podcast as we shine a spotlight on the remarkable achievements of women in the business arena. Our special guest, Disha Solanki, a dynamic entrepreneur and Partner at Hill & Co., takes center stage to share her incredible journey and insights as a visionary growth strategist in the diamond, gems…

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Episode 224 - How do I get onto the next level despite ceiling complexities? 25:20

8M ago25:20

25:20

Are you ready to shatter the barriers holding you back and ascend to new heights? In this exciting episode of The Ultimate Advisor Podcast, we tackle the third most frequently asked question: "How do I get onto the next level when facing ceiling complexities?" Join us as we delve into the art of breaking through plateaus and conquering challenges t…

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Episode 223 - FAQ 2: How do I kickstart my marketing journey? 30:13

8M ago30:13

30:13

In this captivating episode of the Ultimate Advisor Podcast, we dive headfirst into another burning question from our vibrant Ultimate Advisor community: "How do I kickstart my marketing journey?" 🚀 Join us as we unravel the blueprint to launching a triumphant marketing campaign, revealing the essential steps, game-changing strategies, and proven i…

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Episode 222- FAQ 1: Where To Find Exceptional Talents? 32:36

8M ago32:36

32:36

Welcome to the Ultimate Advisor Podcast! Ready to supercharge your team with top-tier talent? In this exciting episode, we uncover the blueprint for attracting exceptional talents that can take your business to soaring heights. Join us as Bryan Sweet, Brittany Anderson and Draye Redfern, share expert insights, proven strategies, and inspiring anecd…

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Episode 221 - Success Served: Unveiling the Recipe with Bryan Sweet 31:03

9M ago31:03

31:03

In this captivating new episode of The Ultimate Advisor Podcast, we dive into the world of success, uncovering the remarkable journey of an extraordinary individual. Join us as we sit down with Bryan Sweet, a visionary entrepreneur who has paved his way to greatness in the financial industry with an inspiring blend of charm, expertise, and relentle…

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Episode 220 - Creating Your Legacy with Joe Lander 36:33

9M ago36:33

36:33

Join us in this soul-stirring episode of the Ultimate Advisor Podcast as we delve into the inspiring world of legacy-building with the renowned Joe Lander. 🏆 Discover the profound impact of living a purpose-driven life and leaving a lasting legacy that extends far beyond financial success. Joe Lander, a trailblazer in the realm of financial empower…

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Episode 219 - 10x Your Success! 24:05

9M ago24:05

24:05

Are you ready to unlock your true potential and experience exponential growth in every aspect of your life? Welcome to the Ultimate Advisor Podcast that will guide you on your journey to achieving remarkable and transformative growth. In this empowering podcast, we'll delve into actionable strategies, mindset shifts, and proven techniques that can …

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Episode 218 - Why Embrace the Power of Collective Brilliance and Collaboration? 26:32

9M ago26:32

26:32

Join us on the latest episode of The Ultimate Advisor Podcast as we dive into the transformative world of collective brilliance and the profound impact of mastermind groups for financial professionals. Discover why embracing collaboration and finding your tribe of like-minded individuals can propel your success and fulfillment to new heights. In th…

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Episode 217 - The World of Marketing for Financial Professionals with Skyler Mills 31:39

10M ago31:39

31:39

Join us on The Ultimate Advisor Podcast as we delve into the world of marketing and strategy for financial advisors and firms. Our guest speaker, Skyler Mills, is the brilliant mind behind Vali Consulting, a leading consultancy dedicated to helping financial advisors across the country excel in their marketing efforts. In this episode, Skyler share…

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Episode 216 - The Executive Symphony of the Power Couple, Ethan and Stephanie Bull 32:00

10M ago32:00

32:00

Welcome back to another exciting episode of The Ultimate Advisor Podcast! In this episode, we have the pleasure of interviewing a power couple in the world of executive assistance, Ethan and Stephanie Bull. Ethan Bull, co-founder of ProAssisting, joins us to share his insights and expertise in the remote, fractional executive assistance industry. W…

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Episode 215 - Marketing and Wealth Mastery with Industry Experts, Elyse & Angela 31:24

10M ago31:24

31:24

Welcome back to The Ultimate Advisor Podcast!Join us for captivating conversations on strategic marketing with esteemed guest speakers Elyse Stoner and Angela York. Elyse, the Founder & Chief Strategist of Fresh Perspective Consulting and Co-Founder of Custom Strategic Marketing for Wealth Advisors, brings over 30 years of diverse marketing experie…

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Episode 214 - The Learning Quest: Insights & Inspiration with Mr. Ron Greenberg 31:58

10M ago31:58

31:58

Welcome to the Ultimate Advisor Podcast! In this captivating episode, we have the privilege of diving deep into the world of learning with the remarkable Mr. Ron Greenberg. Join us as we embark on a journey of discovery, exploring the transformative power of lifelong learning. Mr. Greenberg, an esteemed expert in the financial field and the foundin…

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Episode 213 - Symphony of Success through Systematization with Mr. Brian Heckert 33:39

11M ago33:39

33:39

Welcome back to the Ultimate Advisor Podcast! Join us today for an inspiring conversation with Mr. Brian Heckert, an extraordinary individual who has paved his own path as a serial entrepreneur. As the former President of the prestigious Million Dollar Round Table, Brian brings a wealth of experience and knowledge in the world of business and perso…

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Episode 212 - The Moshides Method: Lessons Learned, Motivation Gained, and Success Attained 30:56

11M ago30:56

30:56

Welcome to a captivating new episode of the Ultimate Advisor Podcast! We have an incredibly special guest joining us today. Mr. John Moshides, a seasoned veteran with over 42 years of experience in the financial industry, is here to share his remarkable insights and will support the Ultimate Advisor Community as one of our esteemed Coaching partner…

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Episode 211 - Igniting that Driving Force: From Intention to Action 27:10

11M ago27:10

27:10

Have you ever felt stuck, with dreams and aspirations lingering in your mind but struggling to take that crucial first step? The Ultimate Advisor Podcast is here to guide you through the transformative journey of bridging the gap between intention and action.In this dynamic and inspiring episode, we delve into the transformative power of turning in…

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Episode 210 - The Service Blueprint: Illuminating Excellence with Vision and Intention 24:18

11M ago24:18

24:18

Welcome to the Ultimate Advisor Podcast! Join us as we dive deep into the world of service, uncovering the secrets behind crafting unforgettable moments and exceeding customer expectations. In this episode, our hosts, Draye Redfern and Bryan Sweet, visionaries and experts who have mastered the art of service, will share their insights, strategies, …

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Episode 209 - A Client-First Approach: Creating an Unforgettable Service Experience 23:59

11M ago23:59

23:59

In this episode of Ultimate Advisor, we dive into the importance of creating an unforgettable service experience that puts your clients first. Our experts - Bryan Sweet and Draye Redfern, share practical advice and real-world examples of how to build meaningful connections, exceed client expectations, and differentiate your business in a crowded ma…

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