103: How to Choose the Right Financial Advisor with Brad Johnson

Retire With Purpose - The Retirement Podcast

Casey Weade

Self-improvement, Business, Investing, Education

4.7 • 564 Ratings

🗓️ 6 January 2020

⏱️ 74 minutes

🔗️ Recording | Apple Podcasts | RSS

🧾️ Download transcript

Summary

Choosing the right financial advisor is a big decision; one that can have a major impact on your life. Unfortunately, not all financial advisors are created equal - and if you're not careful, it could cost you!

Today's guest, Brad Johnson is here to offer a unique perspective. Brad is the VP of Advisor Development at Advisors Excel (the largest independent insurance brokerage firm in the US) and coach to the biggest and brightest financial advisors in the country.

He's also the host of The Elite Advisor Blueprint® – a podcast for world-class financial advisors, whereby he distills the best advice from top thought leaders and applies it to the world of independent financial advising.

During this conversation, Brad pulls back the curtain and guides you through the process of selecting an independent financial advisor who is going to act in your best interests.

Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.

Show Notes: Howardbailey.com/103

Rate & Review the Podcast: RetireWithPurpose.com/review

Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Transcript

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0:00.0	Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence.
0:14.4	Casey Wheat is a certified financial planner and president of Howard Bailey Financial.
0:18.4	His newest book, Job Optional, is a Wall Street Journal bestseller
0:22.2	and is available now on Amazon and at Retirewithpurpose.com.
0:26.8	He's your host on Retire with Purpose.
0:29.4	Hey, I'm Casey, and I believe in retirement strategies that are driven by meaning and purpose.
0:36.1	Join me this week and every week as we discuss thoughts and ideas with some of today's
0:41.9	most successful retirees and experts in the field of finance.
0:46.4	These strategies can help make you better financial decisions so you can live the lifestyle
0:52.5	you've always imagined and deserved. Welcome to the show.
1:02.3	Today's guest is Brad Johnson, vice president of the largest independent insurance brokerage
1:08.0	company in the country and the second fastest growing investment
1:11.2	advisory firm in the country, Advisors Excel. And he also hosts one of the top podcasts for financial
1:17.6	advisors, the elite advisor blueprint. We've become great friends over the years, attending
1:23.7	conferences together, coaching retreats, and also attending dad's groups together.
1:28.6	I can tell you from experience, this is one all around amazing human being.
1:34.5	And I hope you enjoy the conversation as much as I did.
1:37.4	He comes to us with a unique perspective as he has coached hundreds of financial advisors
1:43.1	over the years.
1:45.6	He's going to share the good, the bad, the ugly as he pulls coached hundreds of financial advisors over the years. He's going to share the good,
1:50.9	the bad, the ugly as he pulls back the curtain on the financial world, he's going to share with you how to identify the advisor that can offer a truly customized plan, along with the most
1:57.4	important attributes to look out for and the right questions to ask along the way.
	...

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