The Elevated Advisor
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Episodes
Breaking Free from Limiting Beliefs: Stretching Your Vision in Financial Services with Erin Botsford
28 May 2025
Contributed by Lukas
In this powerful episode of The Elevated Advisor, Erin Botsford joins us to challenge the limiting beliefs that hold financial advisors back and offer...
Skyrocketing AUM with Life Insurance!
09 Apr 2025
Contributed by Lukas
In this episode of The Elevated Advisor, we dive deep into a powerful strategy for financial advisors—using life insurance to build significant asse...
The Great Wealth Transfer: Navigating Generational Change
19 Mar 2025
Contributed by Lukas
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 Secrets of a Successful CEO: Insights from Gregg Greenberg on Leadership and Growth
05 Feb 2025
Contributed by Lukas
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 G...
The Best of The Elevated Advisor: Top Insights and Strategies from Our Most Impactful Episodes
16 Jan 2025
Contributed by Lukas
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, su...
How to Overcome Limitations and Skyrocket Your Financial Advisory Career
10 Dec 2024
Contributed by Lukas
In this empowering episode of The Elevated Advisor, we dive into how financial advisors can break through limitations and unlock their true potentia...
The Power of Cohesion: Building a Comprehensive Financial Firm Under One Roof
03 Dec 2024
Contributed by Lukas
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 un...
Synergizing Success: Crafting the Ideal Team
05 Apr 2024
Contributed by Lukas
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 bui...
Breaking Free: Transitioning from Captivity to Independence in Financial Advisory
15 Feb 2024
Contributed by Lukas
In this episode of The Elevated Advisor, we delve into the journey of transitioning from a captive agent to becoming an independent financial advisor....
From Dinner Seminars to Dynamic Public Speaking for Financial Advisors
01 Feb 2024
Contributed by Lukas
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 t...
Lead Generation Radio: Turning Airwaves into Opportunities
24 Jan 2024
Contributed by Lukas
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 strateg...
Evolving Roles: From Insurance Advisor to Fully Licensed Financial Professional
17 Jan 2024
Contributed by Lukas
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 ...
The Power of Integrated Wealth Management for Financial Advisors
14 Dec 2023
Contributed by Lukas
In this exclusive episode of The Elevated Advisor, we're joined by JoAnn Regan. As a financial advisor, you understand the importance of offering inte...
Stepping Beyond Comfort: Unlocking Growth By Embracing New Challenges!
15 Nov 2023
Contributed by Lukas
Join us on The Elevated Advisor podcast for an inspiring conversation with Anthony Saccaro as he shares his remarkable journey of wearing multiple hat...
The Power of Humility
16 Aug 2023
Contributed by Lukas
Join David Scranton in a thought-provoking discussion with Brian Moon and Mubashir Subhani as they delve into the transformative role of humility in t...
Breaking Free: Unleashing Your Independence from Captivity with Eric Lardner on The Elevated Advisor
17 May 2023
Contributed by Lukas
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...
Best Of Season 1 (Part 2)
05 May 2023
Contributed by Lukas
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'l...
From New Career to New Heights: Learning to Sell and Succeed in Financial Services
26 Apr 2023
Contributed by Lukas
Join David Scranton and special guest Michael Eastham, a financial advisor, and author, as they share their insights on making a career change to fina...
The Best of Season 1!
22 Apr 2023
Contributed by Lukas
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'l...
The Art of Low Stress Closing
12 Apr 2023
Contributed by Lukas
Join David Scranton and special guest Rick Bates as they share their professional insights on how to increase your closing ratios using low stress tec...
Crushing It in the Big City: Insider Tips for Financial Advisors
05 Apr 2023
Contributed by Lukas
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. I...
The Surprising Advantages of Being a Financial Advisor in a Small Town
29 Mar 2023
Contributed by Lukas
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 epis...
Fee-based Freedom: Revolutionizing the Financial Advisor Landscape!
22 Mar 2023
Contributed by Lukas
In this groundbreaking episode of The Elevated Advisor, host David Scranton is joined by the renowned David Wright to explore the game-changing transi...
How A Book Can Catapult Your Practice to Success
15 Mar 2023
Contributed by Lukas
On this episode of The Elevated Advisor Podcast, host David Scranton sits down with Jeff Small, President of Arbor Financial Services of Florida, Inc....
Tips To Build a Successful Financial Business with Your Significant Other
08 Mar 2023
Contributed by Lukas
Join David Scranton and power couple Lindsey Cotter and Nathan Cox as they share their insights on working together to build a successful financial bu...
Transform Your Career: Why Having a Mentor is the Key to Success
02 Mar 2023
Contributed by Lukas
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 ...
Unlocking the Power of PR: Elevating Your Advisor Business with Strategic Communications
23 Feb 2023
Contributed by Lukas
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 ...
Revolutionizing the Financial Services Industry: Help Build the Perfect Advisor Business!
15 Feb 2023
Contributed by Lukas
Join David Scranton as he explores the latest trends and opportunities in the financial services industry with special guest Barry Wheeles. Discover n...
Helping Achieve Million-Dollar Success in Financial Advising
09 Feb 2023
Contributed by Lukas
Join David Scranton on The Elevated Advisor podcast as he takes you on a journey through his successful career in the financial advising industry. Wit...