Do Business. Do Life. — The Financial Advisor Podcast — DBDL (Brad Johnson)
Explore every episode of Do Business. Do Life. — The Financial Advisor Podcast — DBDL
| Pub. Date | Title | Duration | |
|---|---|---|---|
| 22 Jan 2025 | 100: Anthony Pellegrino - Meet The Financial Advisor Who Scaled to $460M/Year by Thinking Bigger Than Himself | 00:58:55 | |
Most advisors dream of growing their business to the next level without grinding themselves into burnout. But how do you scale without sacrificing your time, freedom, and sanity? In this milestone 100th episode of Do Business. Do Life., I sat down with returning guest, Anthony Pellegrino, founder of Goldstone Financial Group. His first appearance on the show (Episode 16) was one of the most downloaded ever, and now he's back to share how he has doubled his firm’s assets year over year—from $232M to over $460M+—all while building a business that runs without him behind the desk. For years, Anthony prided himself on being a machine—unstoppable, always grinding. But a simple conversation with his grandmother changed everything when she told him, "Machines break." That wake-up call forced him to rethink his approach and build a firm that could scale beyond just him. In this episode, Anthony breaks down how he transformed his role from financial advisor to CEO & visionary, built a team of elite advisors, and developed a business model that thrives without him being in the trenches. If you’ve become the bottleneck in your firm, this episode reveals Anthony’s proven system for breaking free and scaling beyond what you ever thought was possible. 3 of the biggest insights from Anthony Pellegrino … #1.) If you’re still doing all the client work, you’re the bottleneck. Anthony shares how he removed himself from sales, client servicing, and marketing—without losing clients and growing exponentially #2.) Helping others scale strengthens your own success. Anthony doesn’t just build his own firm—he openly shares his strategies with other advisors, proving that growth isn’t a zero-sum game. His collaboration with leaders like Matt Dixon highlights how teaching others can reinforce your own systems and elevate the entire industry. #3.) Hiring doesn’t create competitors—it builds a stronger business. Anthony rejected the fear that training advisors would lead them to go out on their own. Instead, he built a system and culture so strong that top talent never wants to leave. SHOW NOTES https://bradleyjohnson.com/100 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP01254084361 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 06 Sep 2023 | 028: Triad Member - How Empowering a Team Unlocks Exponential Growth with David & Kristy Afraimi | 01:18:35 | |
Today, I’m joined by Triad Members and husband-and-wife power duo David & Kristy Afraimi, the founder and COO of BAM Advisory Group. In 2018, BAM Advisory gathered $17M in new assets with David as the sole producer. In 2023, the team is on pace to bring in $60M in annual new assets, hit $100M in AUM and hired their 9th and 10th team members. Talk about growth! In this episode, David and Kristy lay out the blueprint for their exponential growth. You’ll hear strategies for crafting distinct brand messaging that resonates with prospects, how to run a business with your spouse, and how to ditch the advisor-in-charge model that’s preventing you from scaling.
3 of the biggest insights from David & Kristy Afraimi …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved. TP08233086063 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 08 Jan 2025 | 098: Dr. Henry Cloud - Today May Be the Enemy of Your Tomorrow | 01:05:48 | |
What if the very thing that got you here is the one thing holding you back? As financial advisors, it’s easy to cling to familiar clients, strategies, or routines—but what happens when those very things start to cap your growth? Today on the pod, I’m talking with Dr. Henry Cloud—bestselling author, acclaimed leadership consultant, and a leading expert in the psychology of success and human performance. He’s here to help you identify the habits, mindsets, and decisions that are keeping you stuck—and show you how to break free, so you can create a business that blesses your life, not becomes your life. Henry hits on challenges every advisor is familiar with—things like saying no to clients that aren’t a good fit (regardless of how much revenue they drive), letting go of outdated strategies that no longer align with your goals, and building the confidence to step away from what’s comfortable to create space for what’s possible. One of the things Henry said that really stuck with me is this: "Today might be the enemy of your tomorrow." It’s a powerful reminder that growth often means letting go of what worked in the past to make space for what will take you to the next level. 3 of the biggest insights from Henry Cloud … #1.) Necessary Endings Propel Growth: Learn why letting go of what no longer serves you is a crucial step toward creating a better future—in both business and life. #2.) The Power of Saying No: Discover how saying no to misaligned clients, opportunities, or tasks creates the space for bigger, more meaningful growth. #3.) Don't Let Fear Make Your Decisions: Master the "ready, aim, fire" formula to confidently ensure every decision aligns with your long-term vision. SHOW NOTES FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Dr. Henry's book, "Boundaries" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "98" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 27 Nov 2024 | 092: Triad Member - From Stuck to Significance: How to 3x Growth Without Burning Out with Dana & Tyler Dunkelberger | 01:12:11 | |
Can you scale your business at breakneck speed without sacrificing the service you provide or your quality of life? Triad members Dana and Tyler Dunkelberger from Reliance Financial Partners, have proven it’s possible. Their story is one many advisors will find relatable. Starting as a small team of six, they wore many hats and achieved impressive results, averaging $30M in new assets annually. But with growth came mounting stress, and they eventually hit a plateau. Fast forward to November 2024, they’re on pace for $90M in new assets. But it wasn’t always smooth sailing. Like many advisors, they found themselves stretched too thin—caught in the grind of endless seminars and meetings while struggling to scale sustainably. They were on the verge of total burnout and realized they’d become their own worst enemy. Their solution? A radical shift in mindset that prioritized leadership, strategic hiring, and streamlined processes. The result: 3x growth, happier clients and families, and a thriving business that allows them to truly do business, do life. 3 of the biggest insights from Dana & Tyler Dunkelberger … 1.) Unlock Growth Through Strategic Hiring: How hiring new staff and nearly tripling their team size has led to Dana and Tyler nearly TRIPLING their growth. 2.) The Secret to Scaling Without Burnout: Learn how redefining roles and implementing smarter systems helped them achieve exponential growth while preserving their time and energy. 3.) Process Over Product: See how a simple shift to their approach boosted client outcomes and increased their average case size by 4x. SHOW NOTES FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 10 Apr 2024 | 059: Scott Hanson - The Secret to NFL RedZone’s Success & Prepping for 7 Hours of Commercial Free Football | 00:59:23 | |
In this episode, I’m talking with the host of NFL RedZone, Scott Hanson. For 15 seasons, Scott has hosted the wildly popular RedZone where he entertains millions of viewers (including Tom Brady) every Sunday of football season for 7-hours straight without taking a single bathroom break! Listen in to learn about Scott’s extraordinary preparation process, his experiences with NFL greats like Patrick Mahomes and Marvin Harrison, the revelatory mindset shift that led to Scott’s success, and how adopting a similar mindset can help you connect with your audience better and achieve your wildest dreams in business and life. 3 of the biggest insights from Scott Hanson …
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Get an autographed Scott Hanson collectable trading card [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "59" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 25 Sep 2024 | 083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor | 01:07:05 | |
Today, I’m sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter. Starting at just 25, Thomas quickly earned recognition as one of Investopedia’s Top 100 Financial Advisors in both 2022 and 2023. By focusing on creating valuable, engaging, and authentic content, he turned Twitter into a powerful growth engine for AllStreet Wealth. In this conversation, Thomas shares actionable advice for financial advisors like the step-by-step methods he’s used to drive 97% of new assets from Twitter, build an engaged audience of 28,600 followers, and create content that converts. So you're looking to amplify your online presence, build your personal brand, and grow your advisory firm, this conversation is packed with actionable insights from one of the industry's rising stars. 3 of the biggest insights from Thomas Kopelman …
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 10% discount on Thomas's course, How to Build Your Personal Brand and Get Your First Client from Social Media. *Please note, Triad is an All Street Academy Ambassador. To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "83" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright 2024 Triad Partners. All rights reserved. TP09243739583 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 18 Oct 2023 | 034: Sten Morgan - Leading with Advice, Bridging the Trust Gap, and Generating Referrals | 01:14:01 | |
In today’s episode, I’m talking with Sten Morgan, the founder of both Legacy Investment Planning and Elite Advisor Network, a community for financial professionals. When Sten founded Legacy at age 25, he decided to do things a little differently. Instead of framing client conversations around products, Sten developed an advice-centric and value-first approach to financial planning. The approach led to rapid success, and Sten was named a “40 Under 40” advisor by Investment News at age 30. Today, you’ll hear Sten pull back the curtain on how he provides value and advice to new and existing clients. You’ll also hear his best advice for generating referrals, how he handles his client fees, and the value of writing a book as a credibility funnel for your business.
3 of the biggest insights from Sten Morgan …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 18 Sep 2024 | 082: Demi-Leigh Tebow - Beyond Miss Universe: Overcoming Adversity and Finding True Identity | 00:52:05 | |
Today, I’m joined by Demi-Leigh Tebow who shares how she uncovered her true identity, built unshakable faith, and overcame profound adversities like the loss of her sister and surviving a violent carjacking. Demi is no stranger to the spotlight. She was crowned Miss Universe in 2017, married famous NFL quarterback Tim Tebow in 2020, and recently released her best-selling book, A Crown That Lasts. Alongside her personal achievements, she’s deeply committed to charity work through the Tim Tebow Foundation. But behind the success, Demi’s journey has been marked by significant challenges. Whether it was redefining herself beyond her career, coping with her sister’s severe special needs and subsequent loss, or escaping a brutal carjacking in South Africa, Demi has faced major trials that tested her resilience and faith. In this episode, Demi shares powerful insights on overcoming adversity, finding your true identity, and becoming the best version of yourself, both professionally and personally. 3 of the biggest insights from Demi-Leigh Tebow … #1 Stop Letting Your Success Define You
#2 Who’s in Your “Pit Crew” Supporting You?
#3 How Do You Handle Life When It Doesn’t Go According to Plan?
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Demi's book, "A Crown that Lasts: You Are Not Your Label" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "82" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 05 Jul 2023 | 019: Jason Wenk - Traits of a Great Fiduciary, Flywheel Momentum, & Designing a Business Around Your Life | 01:13:51 | |
Today, I’m talking with Jason Wenk, who has spent the past 20+ years working to make financial advice better, more affordable, and accessible to everyone. He has started and scaled many businesses, including FormulaFolios, which managed over $3.2 billion and was named the fastest-growing private company in the country by Inc. magazine 4 years in a row. Today, he is the founder and CEO of Altruist, which is a modern custodian for independent financial advisors. In this episode, Jason shares his early journey building businesses in the financial services industry and how he went from unhappy and burnt out to hitting the reset button to pursue a more meaningful life on his terms.
3 of the biggest insights from Jason Wenk…
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 02 Oct 2024 | 084: Triad Member - The Story Behind 20% Growth in Less Than 7 Months with John McNeil and Virginia O’Brien | 01:26:08 | |
Today, I’m sitting down with Triad members John McNeil and Virginia O’Brien, the father-daughter team behind a 103-year-old family firm, to learn how they grew their net AUM by 20% in just 7 months by combining legacy with innovation. Mobile Bay Financial Solutions has had four generations of family leadership, and in this conversation, we dive into how it evolved from its insurance roots in 1922 to a modern, full-service financial planning powerhouse with roughly $50 million AUM. For many advisors, navigating industry changes like compliance, technology, and staying relevant can be overwhelming—especially for family-run firms trying to innovate without losing their identity. John and Virginia reveal how they modernized their practice, streamlined processes, and deepened client relationships while preserving the values that have sustained their firm for a century. If you’re looking to innovate and grow without sacrificing your roots, this episode is full of actionable insights. 3 of the biggest insights from the episode …
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. Copyright 2024 Triad Partners, LLC TP09243739589 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 27 Dec 2023 | 044: Triad Member – Cracking the Code on Attorney Referrals & Casting a Vision that Inspires Your Team with Victor Medina | 01:43:16 | |
Today, I’m joined by Triad Member Victor Medina, the founder of both Medina Law Group and Palante Wealth Advisors. If you’re interested in cracking the advisor-attorney referral code — today’s episode is for you. After years as an estate planning attorney, Victor realized he could better serve his clients if he was also able to address their wealth management needs. In 2014, he launched his own RIA, creating a holistic practice that allows him to better follow his north star — helping people lead a great retirement knowing the best is yet to come. 3 of the biggest insights from Victor Medina …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 16 Aug 2023 | 025: Chandler Bolt - How to Write a Book That Grows Your Income, Impact, and Business | 00:56:00 | |
Today, I’m talking with Chandler Bolt, the CEO of SelfPublishing.com – an Inc 5000 company that he built from 0 to $43M+ in 8 years. Chandler has authored 6 bestselling books and has helped thousands of people write a book that grows their income, impact, and business. If you’re a financial advisor who wants to write a book AND leverage it to generate more business, Chandler’s here to share his proven formula!
3 of the biggest insights from Chandler Bolt …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE Please note some of the strategies Chandler discusses may not be directly transferable to the financial services world, please be sure to run any new strategies past your compliance prior to implementing. These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP08233061256 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 26 Apr 2023 | 009: Bob Burg - Master Your Emotions, Effective Communication, and Stepping Into Your Clients Shoes | 00:49:56 | |
How can you truly understand your clients needs, goals and desires if they don’t fully trust you? In today’s episode, I’m talking with Bob Burg about how you can communicate with your clients and prospects more effectively, improve your ability to navigate difficult conversations, and create an environment where they feel safe and comfortable to share the things that they typically wouldn’t open up about. In case you didn’t know, Bob Burg is the bestselling author of The Go-Giver, which has sold over a million copies and was rated #10 on Inc. Magazine’s list of the Most Motivational Books Ever Written. For 30 years, Bob has helped companies and their teams to more effectively communicate their value, sell at higher prices with less friction, and grow their businesses. In this episode, we dig into his framework, The Five Secrets of Genuine Influence, which include: Mastering Your Emotions, Stepping Into Your Clients Shoes, Setting the Frame, Communicating with Tact & Empathy, and Letting Go of the Need to be Right.
3 of the biggest insights from Bob Burg …
#1 How to master your emotions, retrain your brain, and stay calm in stressful, high-pressure situations.
#2 The unconscious operating system that’s holding you back from truly understanding and effectively communicating with your clients.
#3 How to use tact and empathy to navigate difficult conversations, eliminate resistance, and create a safe environment that builds trust with your clients. JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/9 FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright ©️ 2023 Triad Partners, LLC. All rights reserved. TP04232846770. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 29 May 2024 | 066: Brooke Martin - Why an Executive Assistant is the #1 Overlooked Role in Finance | 00:57:31 | |
Today, I’m chatting with Brooke Martin – an incredible human being and very talented Executive Assistant who has worked with me for the past 3 years. While Brooke manages my calendar with exceptional skill, her impact goes way beyond scheduling. Brooke allows me to excel not just in my business, but also as a husband, father, and in every other aspect of my life. In fact, here’s what she said on the pod… My goal as an EA is to make sure that Brad shows up the best that he can. I want other people to look at our time together, however long it is, and say Brad was a better husband, he was a better father, he was a better founder, and teammate, because Brooke was his EA. I want him to be the hero to his family and the company. That's really my heart, that's my goal in this whole thing. That is the type of person you want in your corner and I feel so grateful to have her in mine! In this episode, we’re going to break down exactly what Brooke does for me, why this role is so critical to building a business, and how getting the right person for this role will completely transform how you do business and life. Whether you’re unsure if you need an executive assistant, you’re actively looking to hire one, or you just want an inside look at how I work with Brooke and what a successful Executive Assistant does, this conversation is for you. 3 of the biggest insights from Brooke Martin …
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Brooke and Brad's EA Executive Summary To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "66" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 04 Oct 2023 | 032: Kristin Shea & Clayton Alexander - Principles for Scaling Your Advisory Business | 00:48:31 | |
Today, we’re doing things a little differently. Instead of our usual interview, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival. If you’re unfamiliar, it’s a 4-day event that brings together top professionals from the wealth management ecosystem to provide insights, workshops, panel discussions, and exclusive networking opportunities, driving growth and innovation in the industry. And instead of a stuffy conference room, the event happens entirely outdoors, beachside in sunny California, making it a pretty unforgettable experience. I’m joined on stage with our Chief Product Officer, Kristin Shea, and Triad Member, Clayton Alexander, who is the founder of Teton Wealth Group. We’re talking all about one of the biggest struggles we see in our industry, the transition from the “advisor in charge” who is constantly grinding, to a business owner and CEO who empowers their team to scale the business.
3 of the biggest insights from Future Proof LIVE …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 31 Jul 2024 | 075: Chris & Melissa Smith - Family Brand: The Secret to Becoming a Stronger Parent, Spouse, and Family | 00:58:13 | |
Today, I'm chatting with Chris and Melissa Smith, the power couple behind Family Brand. Chris and Melissa's story is one of transformation—they were on the brink of divorce in their fourth year of marriage, but nearly 20 years later, they now have a thriving family with five incredible children. They realized that as entrepreneurs, we often invest so much time and money into the brand, strategy, and culture of our businesses... but in the process, our families end up taking a back seat. Don’t our families deserve the same intentionality and commitment we give to our businesses? That realization led Chris and Melissa to write a different story for their family. They founded Family Brand to help other families create a culture by design (not by default), define and live by powerful core values, and craft a clear vision for the future. In this episode, you'll discover practical tips and inspiring insights to help you become a better parent, a more supportive spouse, and build a stronger, more united family. If you're ready to transform your family life, this conversation is a must-listen. 3 of the biggest insights from Chris & Melissa Smith …
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Family Brand Academy discount To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "75" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 28 Feb 2024 | 053: Hal Elrod - The Miracle Morning & Evening, and Overcoming Adversity | 00:52:58 | |
Today’s episode is a fun one. I’m talking with my good friend and one of the most inspiring human beings I’ve ever met, Hal Elrod. In case you don’t know, Hal is the author of one of the highest rated books in the world, The Miracle Morning – which has over 6,000 five-star Amazon reviews and has sold over 2 million copies. But it’s much more than a book, it’s a movement that has inspired millions of people to unlock their full potential, one morning at a time. Hal’s life is nothing short of miraculous…
Hal has defied seemingly insurmountable odds time and time again, and in this episode, you’re going to get the personal development systems and frameworks he’s used to achieve the business and life of his dreams. 3 of the biggest insights from Hal Elrod …
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Hal Elrod's book, "The Miracle Morning (Updated and Expanded Edition): The Not-So-Obvious Secret Guaranteed to Transform Your Life (Before 8AM)" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "53" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP02243415654 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 13 Mar 2024 | 055: Shawn Sparks - The Advisor Transformation & How Financial Advisors Can Build a Legacy That Outlives Them | 01:11:35 | |
Well, we've got a special one for you today! Triad's very own, Shawn Sparks is jumping on the pod to talk about his new book, The Advisor Transformation. Now, if you've been following my journey, you'll know that Shawn isn't just my business partner; he's been by my side through thick and thin, and has been a trusted friend for years. Shawn's expertise is undeniable. He's worked with hundreds of advisors throughout his career, not only showing them how to be better business owners, but to level up as spouses, parents, and individuals. In his new book, The Advisor Transformation, Shawn unpacks the mindsets, strategies, and tactics designed to help growth-minded advisors scale into unlimited joy, freedom, and significance at work and home. It's not just a book; it's a culmination of Shawn's life's work and dedication to redefining success for financial advisors everywhere. Coming March 22nd. Join the waitlist & get an exclusive look at the first three chapters instantly RIGHT HERE. 3 of the biggest insights from Shawn Sparks…
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Shawn's book, "The Advisor Transformation: The Ultimate Guide to Growth, Freedom, and Joy for Financial Advisors" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "55" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The experiences of Triad member shared are unique and may not be representative of all Triad Member experiences. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 29 Mar 2023 | 005: Chris Smith - Leadership, Language, and the Path to Preeminence | 01:13:15 | |
If you want to avoid looking like every other financial advisor on the block, you'll need more than a catchy tagline! Today, I'm talking with my good friend and Founder of The Campfire Effect, Chris Smith, who will teach you how to become the preeminent financial advisor in your market through his identity-driven leadership model. I see so many advisors who are exceptional at what they do but struggle to communicate their unique value proposition to the world. In this episode, Chris will show you how to fix that, so you can build meaning into your brand and create an identity that scales far beyond yourself. 3 of the biggest insights from Chris Smith … #1 Why the greatest risk as an advisor is to be commoditized. Avoid the "rip off and duplicate" model 99% of financial advisors use and learn how to differentiate yourself. #2 Chris's framework to uncover your firm's true identity, so you can finally scale your business without burning out or losing your freedom. #3 Pre-game rituals for running the most effective client discovery meetings of all time. JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/5 FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Any references to Triad Member experiences reflect their unique experience which may not be representative of all Triad Member experiences; results will vary. TP03232814910 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 11 Dec 2024 | 094: Dennis Moseley-Williams - The Secret to Building Lifelong Client Relationships | 00:48:09 | |
Is it possible to create lifelong clients who are obsessed with your brand? Dennis Moseley-Williams says yes—but only if you stop selling products and start creating experiences that truly change your clients’ lives. As a thought leader in the Experience Economy and founder of DMW Strategic Consulting, Dennis has helped countless financial advisors stand out in a crowded market by moving beyond transactional relationships. Many advisors fall into the trap of cookie-cutter service models, leaving clients feeling like just another number. This “race to the bottom” commoditizes your work and makes it easy for clients to leave for someone offering a lower price. By emphasizing less marketing and more experiences, Dennis’s approach flips the script and will help you build a cult-like following with an unforgettable brand that truly transforms lives. 3 of the biggest insights from Dennis Moseley-Williams … #1.) Sell Experiences, Not Services: Discover Dennis’ 6-step framework for designing transformative experiences that result in lifelong customers. #2.) Find Your Big Idea: Use this simple yet powerful prompt to uncover your big idea and avoid simply copying your competitors. #3.) Harness the Power of Rituals: Learn how intentional rituals, like those used by the Four Seasons, can foster client loyalty and belonging (PLUS a new ritual you should implement in your own practice immediately!). SHOW NOTES FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Dennis' book, "Serious Shift: How Experience Staging Can Save Your Practice" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "94" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 20 Dec 2023 | 043: Jamie Hopkins - Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital World | 01:01:33 | |
Today, I’m talking with Jamie Hopkins, the Director of Private Wealth Management at Bryn Mawr Trust and a leading voice in the retirement income planning space. As the co-creator of the RICP designation, Jamie helped reshape how retirement income planning was being taught – filling a much needed gap in our industry and resulting in a complete shift in how advisors help clients secure their financial futures. In this episode, Jamie shares his motivations for getting into financial services and a ton of advice for advisors who want to build a winning practice that stays relevant in a fast-paced digital world.
3 of the biggest insights from Jamie Hopkins…
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 07 Jun 2023 | 015: Corey Westphal - Helping Advisors Master Productivity, Simplify Meetings, & Optimize Data | 01:30:17 | |
We’ve all heard it before: “There just aren’t enough hours in the day.” For advisors looking to run or scale a successful practice, efficiency is crucial — and time is king. Luckily, modern technology gives advisors easier access than ever to time-saving tools. But how should that technology be implemented? To answer that question, I’m sitting down with my longtime friend Corey Westphal, the founder and CEO of Mobile Assistant, a dictation service that helps advisors document meeting notes and information quickly, easily and safely. On average, people speak about 7 times faster than they talk. By dictating notes from seminars and meetings, advisors can save themselves hours each week. And while dictation software has been around for some time, Corey shares some modern advancements that have supercharged the technology. Corey and I also spend some time diving into how templates — both in technology and business — can help scale your practice. You’ll also hear us chat about ways to build a top-tier company culture, how to avoid critical mistakes when scaling, and how resilience is an unshakeable route to success. 3 of the biggest insights from Corey Westphal …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. While Triad may promote the services of Mobile Assistant, we cannot guarantee the quality or accuracy of their services. TP062928705 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 24 May 2023 | 013: Ian Cron - Using the Enneagram to Lead with Compassion, Strengthen Your Team, & Scale Your Business | 01:00:59 | |
One of the biggest hurdles for financial advisors who want to build a thriving business, is the transition from a one-person operation to leading like a CEO. Up until that point, most advisors only have to worry about themselves. But scaling a high performing team requires a completely different level of leadership and self-awareness. And to better understand how to get to that level, Brad’s talking with Ian Cron, all about the Enneagram—a personality assessment tool that can help you understand how you and your team are uniquely wired. Ian is a psychotherapist, Enneagram teacher and best-selling author whose book “The Road Back to You: An Enneagram Journey to Self-Discovery” has sold more than 1M copies. If you want to grow your business, you can’t do it alone. You need people. And if you don’t understand how people think or their motivations for how they act, it will be a constant battle trying to scale. Ian’s going to show you how to leverage the Enneagram to discover areas for growth, identify your blind spots, foster deeper relationships, and communicate more effectively, so you and your team can grow together.
3 of the biggest insights from Ian Cron …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright ©️ 2023 Triad Partners. All rights reserved. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 15 Mar 2023 | 003: Michael Hyatt - Mind Your Mindset | 01:10:42 | |
Do you trust the voice in your head? Our minds are powerful storytellers, but the stories our minds feed us as facts aren't always accurate. In fact, neuroscience research has shown that, on average, about 20% of our memories are false. And even crazier, up to 70% are distorted in some way. Unfortunately, these stories can turn into false beliefs that keep you from reaching your true potential. Do any of these stories sound familiar?
As an advisor, this type of thinking has a major impact on how you build your business and life. But what if you could reprogram your brain to tell a new, empowering story? Today, I'm talking to Michael Hyatt, the founder and chairman of Full Focus. He has scaled multiple companies over the years, including a $250M publishing company with 700+ employees and his own business coaching company that has grown over 60% year-over-year for the past four years. In this episode, we're talking all about his new book, Mind Your Mindset—and how Advisors can use the principles from the book to unlock their full potential and build a company and life that they love. 3 of the biggest insights from Michael Hyatt …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/2 FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP02712346 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 07 Feb 2024 | 050: Daniel Crosby - The Soul of Wealth, Money vs Happiness, & How to Write a Book | 01:15:24 | |
Today, I’m talking with Dr. Daniel Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. As the Chief Behavioral Officer at Orion Advisor Solutions, Daniel develops tools and tech that make it easier for financial advisors to apply behavioral science to the real world. He’s authored books such as: "The Laws of Wealth," which was named the best investment book of 2017 by the Axiom Business Book Awards AND “The Behavioral Investor”, which provides a comprehensive look at the neurology, physiology, and psychology of sound financial decision-making. He's also about to release The Soul of Wealth: 50 Reflections on Money and Meaning, which you can now pre-order. In this episode, Daniel and I talk all about the relationship between money and living a meaningful and happy life. We also talk about what I call the “Entrepreneurial Lie”, his latest book, The Soul of Wealth, his book writing process, how to lead from a place of authenticity, and so much more!
3 of the biggest insights from Daniel Crosby…
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Daniel’s book, The Laws of Wealth: Psychology and the Secret to Investing Success" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "50" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts, and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 20 Sep 2023 | 030: John Israel - How Handwriting 1,825 Thank You Cards in a Year Changed Me | 01:13:07 | |
Today, I’m talking with John Israel, the founder and Chief Gratitude Officer of Mr. Thank You. After building a successful sales career, John realized he was struggling to appreciate his life. In an attempt to reconnect with gratitude, he decided to write 5 thank you cards a day for 365 days, and that decision completely transformed his life. What started as an experiment, turned into a coaching business that teaches high-performers how to tap into appreciative leadership. In this episode, you’ll learn all about the power of gratitude and how to use it to create a culture of connection with your clients and team, strengthen retention, reduce burnout, and achieve extraordinary opportunities in both your business and life.
3 of the biggest insights from John Israel …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 13 Mar 2023 | The "Do Business, Do Life" Podcast | 00:01:16 | |
"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a mission to fix it. Join Brad as he distills the best advice from top thought leaders and applies it to the world of independent financial advising. Get actionable tips/tactics on sales, marketing, entrepreneurship, business growth, lead generation, hiring, training, team building, company culture, core values, work/life integration, family, relationships, and more! "Do Business. Do Life." is way more than just another podcast for financial advisors. It's an experience. It's a community. And more than anything, it's a movement. Want to discover what it truly means to succeed as a financial advisor? Subscribe to the podcast OR visit https://bradleyjohnson.com/ #DBDL See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 03 Jan 2024 | 045: Triad Member Spotlights - Top Moments of 2023 | 01:31:17 | |
What's up DBDL Fam and Happy New Year! This week, we’re shaking things up! After 40+ interviews with leading experts, entrepreneurs, and game changers in the financial world, I wanted to round up the best advice shared on the pod, and deliver it straight to your ear drums. I got the team to go back through the archives and pull the most meaningful and top downloaded Do Business and Do Life moments from 2023. We were fortunate enough to feature so many amazing guests that have truly impacted the way we do business and life! What better way to start off the year than to share those gold nuggets with our DBDL community, all in one easy-to-digest episode! JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 16 Oct 2024 | 086: Amanda Brinkman - How Financial Advisors Can Build a Purpose-Driven Brand that Attracts Clients | 01:00:59 | |
Today, I’m talking with branding expert Amanda Brinkman, who shares her powerful “do well by doing good” philosophy—proving that you can build a thriving business while making a positive impact on the world. Amanda’s worked with big-name brands like BMW, Reebok, and Sony, and she even produced the hit show “Small Business Revolution: Main Street” alongside Ty Pennington and Robert Herjavec from Shark Tank. In this episode, Amanda explains how financial advisors can tap into purpose-driven branding to stand out and grow their business in a way that truly matters. She also shares practical tips on how to reclaim your time so you can build a business that works for you—not the other way around. If you want to build a successful business that blesses your life, rather than becomes it, this episode is for you. 3 of the biggest insights from Amanda Brinkman …
SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright ©️ 2024 Triad Partners. All rights reserved. TP09243739602 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 11 Oct 2023 | 033: Jason Khalipa - Elevating Your Mindset | 01:14:11 | |
Today, I’m talking with former CrossFit Games champion and family-first entrepreneur, Jason Khalipa. As he worked his way to the top of the CrossFit world, Jason developed a hardened mindset, employing strategies to excel under pressure, ultimately earning him the badge of unshakable confidence. After winning the CrossFit Games in 2008, Jason opened up a single gym, and has since scaled to 20 locations worldwide. In this episode, not only does Jason share his best advice for growing a business, but you’ll also learn about the value of serving a defined niche, how to keep a level head as a leader, and how to give your kids a great life without accidentally spoiling them.
3 of the biggest insights from Jason Khalipa …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 15 Jan 2025 | 099: Patric Yumul - Business Growth Secrets from a Michelin-Star Restaurateur | 01:01:56 | |
What do Michelin-starred restaurants and top financial advisory firms have in common? More than you might think. In this episode, I’m talking with Patric Yumul, a hospitality industry leader who co-founded Mina Group with Chef Michael Mina, growing it from 4 restaurants to over 40 worldwide. Known for his expertise in fine dining, brand development, and team culture, Patric has built some of the most notable restaurant concepts in the industry. Now, as the CEO of TableOne Hospitality, he’s pioneering a fresh approach to hospitality, creating unforgettable guest experiences that keep customers coming back. We explore the surprising parallels between the restaurant industry and financial services, from managing high-net-worth clients to differentiating in a crowded, commoditized market. You learn all about the power of exceptional service—not just in restaurants, but in any business where client relationships matter (yes, that includes your advisory firm). Patric shares the exact strategies high-end restaurants use to turn first-time guests into lifelong patrons, and we explore how financial advisors can do the same by building trust, creating memorable interactions, and delivering next-level service. The biggest insights from Patric Yumul …
SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 31 Jan 2024 | 049: Wally Elibiary - Unlocking Client Referrals from Attorneys, CPAs, & other COIs and The 24-7 Mindset | 01:07:15 | |
Today, I’m talking with Wally Elibiary – a leader in the mortgage industry and the author of 24-7 Mindset. Wally has been in the mortgage business for 20+ years and has a ton of wisdom when it comes to leveraging people, systems, and technology to scale a business. In this episode, Wally shares his story and the problems he faced in his own company that were preventing him from achieving unlimited growth and freedom. While his mortgage business was considered “successful” he was burning the candle at both ends. Not only that, but he realized that 97% of his business was reliant on referrals from a single lead source, putting his entire business at risk. As we dig in, Wally’s going to teach you the exact system he developed to diversify his referral network, refine his systems, and scale from a solitary $40 million loan officer to a team that consistently closes $200M in loans. Oh yah, Wally also only works 24 hrs per week and he takes a minimum of 20 weeks of vacation every single year. If you want to learn how he did it AND how you can apply a similar approach to your advisory firm, this episode is a must-listen! 3 of the biggest insights from Wally Elibiary …
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Wally's book, "24-7 Mindset" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "49" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts, and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 19 Jun 2024 | 069: Brad Johnson & Dave Zoller - Creating Unlimited Growth and Freedom in Your Business AND Life - Streamline Replay | 00:42:13 | |
Today the tables are turned! This is going to be a slightly different episode, as I’m the one being interviewed. A while back, I had the pleasure of guesting on Dave Zoller’s popular YouTube show, Streamline My Practice – which serves thousands of financial advisors by teaching them how to grow their financial practice. The episode got a lot of engagement, to which I give full credit to Dave; he’s a great interviewer who prepared some really thoughtful questions. I think our own audience would get a lot of value from hearing this one, so I wanted to re-share it for DBDL listeners. Oh, and in case you missed it, I actually interviewed Dave on our podcast not too long ago, and that was all about how he’s using YouTube as a marketing funnel that led to $60M of new assets for his firm! So, if you haven’t listened to that one, definitely go back and check out episode 21. In the meantime, enjoy my guest appearance on Dave Zoller’s show! 3 of the biggest insights from Dave Zoller …
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Coaching call with Brad on the 3 Types of Financial Advisors To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "69" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 13 Dec 2023 | 042: Matt Middleton - The Story Behind Future Proof & Transforming Your Live Events into Experiences | 01:15:35 | |
Today, I’m speaking with Matt Middleton, the CEO of Advisor Circle – a venture studio and incubator that’s modernizing the wealth management industry and inspiring the leaders of today to think and act differently. Our industry doesn’t need to be dull, boring, and traditional. It can be more creative, more impactful, more innovative, and more fun. And Advisor Circle is building products that are leading the charge. The products they spin out of their studio come in different forms, including conferences, festivals, software applications, and media experiences. What unites them is vision: That when you connect the most innovative financial services companies with forward-thinking financial professionals, good things happen.
4 of the biggest insights from Matt Middleton …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 25 Dec 2024 | 096: Triad Member - Scaling from $30M to $60M (Working 20hrs/Week) with Craig Sullivan & Bonnie Becker | 01:12:21 | |
Have you ever thought, “Is it really possible to scale my business and work less at the same time?” If so, this episode is for you. Today, I’m chatting with Triad Members Craig Sullivan, founder of Sullivan Financial Partners, and Bonnie Becker, the firm’s director of operations. They’ve completely transformed their business, shifting from a founder-led model to a thriving, team-based operation. In just one year, they doubled their business—growing total new assets from $32M to $60M. Yes, part of that growth came through an acquisition, but what really blew me away was how they managed it all so effectively in such a short time. Craig and Bonnie share the practical strategies they used to empower their team, streamline operations, and map out their growth—all while building a fun, client-focused culture. And here’s the wildest part… Craig has scaled back to working just 20 hours a week. So, if you’re feeling stuck in the “business of one” phase and want to create more freedom in your schedule without sacrificing success, don’t miss today’s episode. 3 of the biggest insights from Craig Sullivan and Bonnie Becker … #1.) Operational Breakthroughs for Exponential Growth: Learn how Sullivan Financial Partners DOUBLED total new assets in just one year despite scaling back on seminars – largely due to operational efficiency! #2.) Transforming from Founder-Led to Team-Led: Discover key strategies for shifting away from a founder-centric model, including empowering team members, holding effective meetings, and building a collaborative culture. #3.) Plan Your Org Chart to Plan Your Freedom: See how mapping your org chart in advance prevents chaos, smooths scaling, and allows founders to step back—like Craig, who now works just 20–25 hours a week while his business thrives. FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 19 Apr 2023 | 008: Triad Member - Referral Strategy, Lead Generation, Writing Books, & Systematizing Your Business with Dan DeVerna | 01:28:06 | |
In a saturated industry, relying on the same old lead generation tactics can make it difficult to stand out. But when earning referrals and bringing in new assets are your lifeblood, blending in isn’t an option. So how can you set yourself apart? Today, I’m talking with Triad member Dan DeVerna, the founder of DeVerna & Co Financial, to talk about the referral and new business success he’s found through a unique approach — writing books. Instead of spending money on fancy business cards, Dan started writing books to wrangle new business, leading to an influx of $36M in new assets and the onboarding of 130 new households in 2022. Today, you’ll hear exactly how Dan does it—and why you don’t actually need to be a writer to author a book! You’ll also gain insights into using checklists to scale your practice, how to personalize your follow-up process to close new clients, and how meditation can lead to more engaging client interactions. 3 of the biggest insights from Dan DeVerna … #1 How creating systematized processes can lead to greater consistency, scalability and success for both your practice and your clients. #2 The supercharged lead generation and referral strategy that helped Dan bring in $36 million of organic new assets in 2022. #3 Finding enjoyable life outlets that can also benefit your professional practice and client relationships. JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/8 FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 25 Oct 2023 | 035: Matt Beaudreau - Reshaping Financial Education & Preparing Kids to Succeed at Life | 00:55:27 | |
Today, I’m speaking with education disrupter, Matt Beaudreau. In 2016, Matt launched Acton Academy Placer – an alternative to the traditional education model that’s reshaping how kids learn. It’s not a school, it’s a workforce. After working his way from public school teacher to private school administrator, Matt got an up-close-and-personal view of the education system. He saw an opportunity to revamp education to prepare students to succeed at life — not just at standardized tests — and Acton Academy was born. Kids learn hands-on through trial and error, self-awareness, self-confidence, perseverance, and the things they're actually passionate about. More recently, Matt Co-Founded Apogee Strong – a specialized mentorship program designed specifically to shape young men into better providers and protectors.
3 of the biggest insights from Matt Beaudreau…
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 10 Jul 2024 | 072: Triad Member – Referral Secrets for Gathering $60M of New Assets Annually with Andy Heese | 01:00:56 | |
Today, I’m excited to chat with Triad Member Andy Heese, the president and founder of The Guardian Group. This year, Andy and his team are on track to bring in $60 million in new assets—all without relying on a traditional marketing funnel. Instead, they focus on building strong client relationships and leveraging referrals. Andy’s “secret” isn’t a sophisticated referral program, but something much simpler: consistently showing up for clients in unexpected and meaningful ways. In this episode, Andy shares the profound impact of prioritizing people over profits. You’ll learn about the transition from being a solo advisor to leading a successful team, effective leadership strategies to help others achieve their goals, and the inspiring story behind the Heese family’s non-profit, “Club Vallarta,” which provides low-income children in Mexico with access to educational and recreational opportunities. 3 of the biggest insights from Andy Heese …
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people] To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2024 Triad Partners. All rights reserved. TP07243701300 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 14 Mar 2023 | 001: Why I Quit My Job... The Story Behind "Do Business. Do Life." with Brad Johnson | 01:11:41 | |
"No man ever steps in the same river twice—for it's not the same river, and he's not the same man." – Heraclitus I love that quote (for many reasons), but now more than ever, it holds particular significance in my life. For one, I left a 13-year career with Advisors Excel to go out on my own. It was one of the most challenging decisions of my life. And while I'm beyond grateful for everything that role opened up for me, I realized that I had hit the ceiling in my growth and knew it was time for a new challenge. Triad Partners was born! And I can tell you, I'm not the same person I was two years ago. Our team set out to flip an antiquated industry on its head, which is exactly what we're doing. Far too often, I've seen advisors sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and we're on a mission to fix it. Not only do we partner with the top 1% of independent financial advisors, but we help them create unlimited growth and freedom in both their business AND life. At Triad Partners, we call this #DBDL or "Doing Business. Doing Life." That brings me to the second reason that quote rings true. This is episode one of the new podcast, "Do Business. Do Life.", appropriately named after everything Triad Partners stands for. It's an evolution of my original podcast, which many advisors grew to love. This podcast is my attempt to help growth-minded financial advisors reimagine what's possible. So, if you want to build your business faster than ever while also living life on your terms, hit subscribe, and get ready to level up! JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/1 FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 05 Jun 2024 | 067: Ross Marino - The Power of Human-First Financial Guidance | 00:52:29 | |
Today, I’m talking with Ross Marino, the founder and CEO of Transitus Wealth Partners, as well as Advisor 2X. Ross is a seasoned financial planner with over 35 years of experience and a pioneer of the human-first financial guidance movement. As Ross wisely says, "Life happens, plans change." As a financial advisor, your role goes beyond crunching numbers and discussing products. It's about truly understanding your clients—their thoughts, emotions, and experiences. By connecting with them on a deeper level, you can provide the guidance they need to navigate life's uncertainties. That’s what human-first financial advice is all about. In this episode, we dive deep into the human-first process and how a better understanding of your client’s circumstances and story, will allow you to create a clear plan to help them retire with confidence. 3 of the biggest insights from Ross Marino …
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Ross’ book, "Shaping Change: How To Respond When Life Disrupts Your Retirement Plan" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "67" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright Triad Partners, LLC 2024 TP06243458886 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 29 Jan 2025 | 101: Michael Hyatt and Megan Hyatt-Miller - Scaling a $1B+ Financial Services Firm in Less Than 4 Years | 00:59:06 | |
If your business is taking over your life, it’s time to step back and rethink the playbook. Success shouldn’t come at the cost of everything else. The good news is, it doesn’t have to—and I’m the living proof. In this episode, the tables are turned as I take the guest seat on Michael Hyatt and Megan Hyatt-Miller’s podcast, The Double Win. We dive into my journey of building Triad Partners—the company I co-founded to help independent financial advisors grow their businesses without losing sight of what really matters. We cover everything from transitioning from a sales-driven mindset to a CEO role, to the importance of therapy for high-achieving entrepreneurs, to why business culture will make or break your success. I hope this conversation gives you practical insights and fresh perspectives to help you break free from the hustle trap. 3 of the biggest insights from Brad Johnson & Michael Hyatt … #1.) Breaking Free from the Hustle Hamster Wheel Many financial advisors build a business only to find themselves working more hours than ever. We talk about the common cycle of “market, sell, repeat” and how to escape it by structuring your business to scale beyond you. #2.) The Mindset Shift from Salesperson to CEO Scaling a business isn’t just about bringing in more clients—it’s about shifting from a doer to a leader. I share the biggest leadership lessons I’ve learned while growing Triad from the ground up and building a 100-person team in just four years. #3.) Culture Is Everything Hiring the best talent is important, but if they’re not a culture fit, they’ll do more harm than good. We break down how Triad built a movement around Do Business, Do Life and why culture is the ultimate competitive advantage. SHOW NOTES https://bradleyjohnson.com/101 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 17 Jul 2024 | 073: Solo - Why Every Entrepreneur Should Be In Therapy with Brad Johnson | 00:44:46 | |
Today I’m sharing something that I’ve never talked about publicly: my personal journey with therapy and how it helped to save my marriage. The truth is, in the early days of Triad, when I was busy putting my blood, sweat and tears into helping our team get the company off the ground...I was leaving a void at home and not showing up as the husband and father I needed to be. I often felt like there just wasn't enough of me to go around. Therapy is what helped me get things back on track – including being a better entrepreneur, father and husband. Essentially practicing what we preach when it comes to Doing Business and Doing Life. That’s why I’m going deep today and sharing some intimate details and key lessons from my own therapy journey. My hope is that it will help you spot opportunities where you can also level up and start doing business and life even better. 3 of the biggest insights from Brad Johnson …
TO ANYONE WHO IS STRUGGLING If you’re hurting right now and need somebody to talk to, please reach out and I will do my best to personally help. Whether that's hopping on a quick call to lend an ear OR sharing the resources that helped me during times when I was quietly struggling. Email brad@bradleyjohnson.com and we'll go from there. JOIN THE DBDL INSIDER CREW To become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 22 Nov 2023 | 039: Michael Hyatt - Dinner Dates With Your Kids, Winning At Work & Succeeding At Life with the Double Win (Live on Front Row Dads Podcast) | 00:59:52 | |
What’s up DBDL Fam! We’ve got an extra special episode lined up for you today. I was recently asked to guest host on the Front Row Dads podcast. In case you’re unfamiliar, Front Row Dads was started by Jon Vroman – it’s a membership group and podcast created for fathers who want to level up their Dad game and put family first. As Jon describes it, it’s a group for Family Men With Businesses, Not Businessmen With Families. This group has by far had the biggest impact on how I show up for my family – so if anyone’s interested in learning more about that group, definitely go check them out. Not only did I get to take over the Front Row Dads podcast for an episode, but I got to decide who I was going to interview. I chose someone who I greatly admire when it comes to both business and family – the one and only, Michael Hyatt, who is a NYT bestselling author and the founder of Full Focus.
3 of the biggest insights from Michael Hyatt …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 03 May 2023 | 010: Robert Glazer - Elevate Your Team, Avoid Burnout, and Drive Sustainable Growth | 01:16:47 | |
“We're ending the steroid phase of high-growth organizations that just kind of grew by breaking people and burning through them.” – Robert Glazer Gone are the days of pushing people to unreasonable limits in order to hit “company goals.” People need boundaries. They need time away from work, so that when they are working, they’re focused, energized, and engaged. Organizations can either provide the space to do that OR they can resist, burn out their team, and lose valuable players to a competing company that’s embracing the evolution of how people want to work. This is what today’s conversation with Robert Glazer is all about. Robert is an entrepreneur, author, and the founder of Acceleration Partners, a global partner marketing agency that has won more than 30 awards for company culture—despite the fact that their 270-person team is fully remote! In this episode, we’re diving into Robert’s newest book, “Elevate Your Team,” to discuss his tips and tricks for helping your business thrive while improving your team’s personal and professional lives. 3 of the biggest insights from Robert Glazer …
FREE GIFT Get Robert Glazer's book, Elevate Your Team. For a limited time only. To learn more, visit https://bradleyjohnson.com/10 JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright ©️ 2023 Triad Partners. All rights reserved. Copyright of all Triad Confidential content belongs exclusively to Triad Partners, a Delaware corporation. TP05232876885 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 31 May 2023 | 014: Jamie & Jim Sheils - The Family Board Meeting Framework, Tech-Fasting, & Unforgettable Date Nights | 01:12:03 | |
When I first started Triad, there were a lot of unknowns. But one thing was crystal clear in my heart: I refused to build a business that would come at the cost of my family. I wanted to create a company that not only thrived but also freed me up to cherish life’s most precious moments with my wife and kids. So many advisors fall victim to the idea that in order to succeed, those important moments have to take a back seat. The truth is, the “I’m doing it for my family” narrative is completely broken. Your kids, your spouse, they don’t care about your business or the money in your bank account. They just want you! No resource has made that clearer to me than The Family Board Meeting by power couple, Jamie and Jim Sheils. Their “Board Meeting” strategy has helped approximately 300,000 business leaders worldwide succeed at home. I have personally gifted their book to countless friends and co-workers, and I have seen firsthand how their framework has saved marriages. While there’s no perfect playbook for being a parent, The Family Board Meeting has been instrumental to my success as a Dad and husband, and today you’re going to see why. 3 of the biggest insights from Jamie & Jim Sheils
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP05232928351 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 04 Sep 2024 | 080: Triad Member – Financial Advisor Team 10X Growth by Helping Clients Retire Fearlessly with The Nebens | 01:20:52 | |
Today, I’m talking with the family behind Unified Legacy Advisors (ULA)—a firm that has successfully scaled from $14 million to over $100 million in assets in just five years. Founded in 2019 and joining Triad in 2022, the Nebens are an incredible example of process-driven growth. Their clear brand manifesto focused on helping clients “Retire Fearlessly” has become the foundation of their business strategy and is pivotal to their success. In this conversation, we explore the key processes that have fueled ULA’s rapid growth, from intentional hiring practices to innovative sales and prospecting techniques. The Nebens’ nearly 10X growth is a testament to the effectiveness of these strategies, and today, they’re sharing the insights behind their journey. 3 of the biggest insights from the Nebens …
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 call with Brad To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright 2024 Triad Partners. All rights reserved. TP08243739568 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 03 Jul 2024 | 071: Ken Crenshaw - Unlocking Elite Performance & Building a Winning Culture | 01:07:06 | |
Today, I’m talking to Ken Crenshaw, the Sports Medicine and Performance Director for the Arizona Diamondbacks. Ken's journey in sports medicine is beyond fascinating and inspiring: from growing up on a small cattle ranch in New Mexico to working with four major MLB teams over the past 35 years, including a World Series Championship with the Atlanta Braves. While working with legendary pitchers like Greg Maddux, Tom Glavine, and Randy Johnson, Ken soaked up incredible lessons and insights that apply to athletes just as much as they do to financial advisors looking to elevate their game. In this conversation, Ken shares a ton of wisdom and actionable advice – like how to develop an elite mindset, build a winning culture, and become a better leader. 3 of the biggest insights from Ken Crenshaw …
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people] To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 23 Oct 2024 | 087: Tim White and Sara Baker - How Wealth.com Is Transforming Estate Planning | 00:38:40 | |
Today, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival. I sat down with Tim White, Co-Founder of Wealth.com, and Sara Baker of Triad Wealth Partners to talk about the new tech transforming estate planning for advisors. I know estate planning isn’t the sexiest topic, but Wealth.com is doing some seriously cool things to make it easier for advisors to help their clients. Estate planning is full of legal hurdles and outdated processes. Advisors waste hours manually updating documents, chasing attorneys, and keeping up with changing state laws – it’s frustrating. Their platform does a lot behind the scenes, but it’s all about reducing friction, which is why I know you’re going to love today’s episode. 3 of the biggest insights from Tim White & Sara Baker …
SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 30 Aug 2023 | 027: Joey Coleman - Never Lose an Employee Again | 01:42:11 | |
If you find it difficult to retain top talent, you’re not alone. Studies show that somewhere between 20% and 60% of new hires quit in the first 100 days! That’s why I’m excited to speak with Joey Coleman. When organizations like Whirlpool, NASA, Volkswagen, and Zappos need to boost employee satisfaction, Joey’s the guy they turn to. He’s the author of the #2 Wall Street Journal bestseller, Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days, and the recently released Never Lose an Employee Again: The Simple Path to Remarkable Retention. In this episode, Joey’s going to teach you his proven framework for recruiting an all-star team, successfully onboarding them, and keeping them engaged while producing remarkable results for your business for years to come.
3 of the biggest insights from Joey Coleman…
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 27 Sep 2023 | 031: Kristin Shea - How Financial Advisors Can Build a Brand That’s Authentic to You | 01:21:23 | |
We’ve got a special one lined up for you today! I’m talking to Triad’s Chief Product Officer, Kristin Shea, who has been helping build and shape our company since day one. If you’re in financial services, you’ve likely already come across Kristin on LinkedIn, a platform she leaned into and leveraged early on to connect and build relationships directly with advisors. In fact, this is where I discovered her AND why I pushed so hard to recruit her! Over the years, Kristin has amassed a significant following through her authenticity and ability to create advisor-focused content that adds value and serves our community at the highest level. Her continued success is rooted in helping advisors do one thing: build a practice that blesses your life instead of becoming it. She’s also the author of The Truth About Digital Marketing for Financial Advisors: How to Create a Magnetic, Authentic Brand that Unlocks Unparalleled Growth for Your Firm – go grab a copy here!
3 of the biggest insights from Kristin Shea …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 13 Nov 2024 | 090: Shawn Sparks & Brad Johnson - The 5 Principles to Scale Your Business and Build a Life of Impact (Live from FutureProof) | 00:50:18 | |
Building a business shouldn’t mean sacrificing your life, but far too often, that’s exactly what happens in our industry. In this live conversation from the FutureProof event, I sit down with my co-founder at Triad Partners, Shawn Sparks, to dig into a different approach—one that lets you scale your advisory business, so you can grow without burning out or missing out on what matters most. Over the years, Shawn and I have seen so many advisors hitting huge milestones—bringing in $50 million, $100 million, even north of $300 million in new assets per year. But the cost? Their time, their health, their families. But it doesn’t have to be this way. We’ve also witnessed advisors reach incredible levels of success without giving up what matters most. In this episode, you’re going to hear some of those stories AND you’re going to learn the 5 transformative principles from Shawn’s new book, The Advisor Transformation—principles that help advisors build businesses that serve their lives, not the other way around. If you’re an advisor looking to build a business of significance—one that enhances your life instead of draining it—this episode is for you. 3 of the biggest insights from Brad Johnson and Shawn Sparks… 1.) The Five Principle Framework: Discover how these five essential principles drive unlimited growth and help you unlock more fun and freedom along the way. 2.) Create a Culture Where Success is Inevitable: The right culture makes success a natural outcome, and Shawn and I share our best advice for building a passionate, value-driven culture and retaining your top talent. 3.) The Secret to a Winning Sales Process: Learn how to escape the hamster wheel of non-stop sales meetings and establish a scalable sales process that empowers your team and drives growth. SHOW NOTES FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Shawn's book, "The Advisor Transformation: The Ultimate Guide to Growth, Freedom, and Joy for Financial Advisors" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "90" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 09 Aug 2023 | 024: Triad Member - Shifting to a Leadership Mindset and on Pace to Reach $80M+ of New Assets in 2023 with Jeremy Reiland, Nick Reiland and Tim Kuntz | 01:19:05 | |
We have a special episode today as I’m joined by Triad members Jeremy Reiland, Nick Reiland and Tim Kuntz of Vantage Point Financial. With offices in the Chicago, St. Louis and Detroit, Vantage Point Financial have set themselves apart by trademarking their holistic approach to retirement — The Elevated Retirement Plan™. In 2022, Vantage Point brought in $58M of new assets. This year, they’re on pace for $80M - $100M. How? If you ask Jeremy, Nick and Tim, they’ll tell you it’s thanks to a combination of their trademarking, authentic client connections and financial planning that focuses on life goals — not numbers. Join us as we discuss Vantage Point Financial’s best practices for rapid growth while maintaining a client-first focus. You’ll also hear about a simple change that makes sales presentations more effective, how to speak to older clients as a younger advisor, and how each of the guys defines “Do Business. Do Life.”
3 of the biggest insights from Vantage Point …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 19 Jul 2023 | 021: Dave Zoller - Leveraging YouTube to Grow Your Advisory Business | 01:26:16 | |
In this episode, I’m talking with Dave Zoller about how to effectively leverage YouTube to build your advisory business. Not only has Dave built and scaled his own retirement planning firm, but he also teaches advisors how to do the same through his online platform, Streamline My Practice. And what’s really cool is that he’s successfully using YouTube as a marketing funnel. Last year, his YouTube videos accounted for $60M of new assets for his firm! Today, he’s going to share the strategies he’s used for getting in front of the camera, creating content that converts, and leveraging video as a way to expand your reach and connect with your audience. And I know what some of you may be thinking… “I don’t have time for that.” But good news for you. Dave has simplified and streamlined the entire process so that creating and publishing valuable content that speaks to your ideal clients, doesn’t consume your life.
3 of the biggest insights from Dave Zoller …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE Compliance Disclosure: These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP03233005918 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 04 Dec 2024 | 093: Solo - Why Most Financial Advisors Are a Commodity (And What To Do About It) | 00:37:52 | |
Have you ever wondered how McDonald’s turned a simple hamburger into the Big Mac—one of the most iconic products in the world? What made them so different from every other hamburger stand that existed? They didn’t just sell ingredients; they sold a process, a unique experience that only they could deliver. Most financial advisors fall into the same trap as the countless hamburger stands that never made it big. They focus on selling “ingredients” like annuities, ETFs, or asset managers. But when your offer looks and sounds just like the firm's down the block, how can clients tell the difference? McDonald’s thrived because they didn’t just sell hamburgers—they sold a Big Mac. And in the same way, the advisors who scale their businesses are the ones who package their expertise into a proprietary, one-of-a-kind process that clients can’t get anywhere else. In this episode, I’ll show you how to do the same for your advisory firm by turning your services into a proprietary, trademarked process that sets you apart in a crowded industry. 3 Big Insights from This Episode: 1.) Packaging Is Key: Stop listing “ingredients” like tax planning and investment management. Instead, create a proprietary, trademarked process that sets your firm apart and builds trust. 2.) Speak Aspirationally, Not Informationally: Clients don’t care about Sharpe ratios or betas—they care about living their dream retirement. Learn to frame your services around the outcomes your clients actually want. 3.) Simplify the Complex: Confused prospects never buy. Use clear, tangible demonstrations to take clients from overwhelmed to confident about their financial future. SHOW NOTES FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Process VS Product Coaching Video Want to go even deeper on the topic of creating a proprietary process so you can stand out and scale? I'm sharing a video I recorded years ago, that gives bonus insights and case studies to model. If you want access, text the number "93" to 785-800-3235 and we’ll be sure to send you a link to the video. FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP1123960879 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 30 Oct 2024 | 088: Triad Member - Unlocking 7X Growth and Scaling for Significance with Matt Dixon | 01:10:29 | |
Today, I’m sitting down with Triad member Matt Dixon, the founder and CEO of TRU North Advisors, to discuss the blueprint he followed to double his business three years in a row while pursuing a life of true significance. Matt was an independent financial advisor gathering $23 million in new assets in 2021, and today, his team is on track to gather $160 million this year—a staggering 7X growth in just three years! But it’s not just about the numbers. In this episode, Matt dives into how becoming a better leader, setting clear and consistent goals, and staying grounded in humility have been the keys to his success. More importantly, he explains how shifting from chasing success to pursuing significance has transformed not only his business but also his personal life, including major milestones like growing his family. If you're looking to scale your business, evolve as a leader, and create a passionate, purpose-driven team, this conversation is loaded with actionable insights you can start leveraging today. 3 of the biggest insights from Matt Dixon… 1.) Setting Goals That Lead to Growth: Matt shares how being a lifelong learner and writing down clear, specific goals has been essential to achieving 7X business growth in just three years. 2.) Significance Over Success: How to build a profitable business that also blesses others and brings deeper meaning to your life. 3.) Build a Business Bigger Than You: Learn how to craft a culture of passionate contributors who grow alongside the business. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 12 Jun 2024 | 068: Triad Member - Overcoming Loss and Serving $10M+ Clients with Tim & Julie Sullivan | 01:12:04 | |
Today, I have the pleasure of talking with Triad members Tim and Julie Sullivan – a dynamic husband and wife team that lead Strategic Wealth Advisors Group together. After joining Triad in early 2023, Tim and Julie have grown their business by leaps and bounds. Not only did they just sign a $12 million client (their biggest ever!), they’re also already more than halfway to hitting their $70 million AUM goal this year. But Tim and Julie's journey isn’t just inspiring because of their thriving advisory practice... It's also how they’ve turned serious personal tragedies into powerful motivators for success in business and life. Plus, how they’re giving back by starting their own non-profit, Light the Way. In this episode, we talk about the Sullivan’s incredible journey, why they have such a heart for giving back to their community, and some of the simple changes they’ve made in the past year that have fast-tracked their business success. 3 of the biggest insights from Tim & Julie Sullivan …
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people] To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 06 Dec 2023 | 041: Taylor Schulte - Podcasting Playbook for Financial Advisors & Building a Business You Love by Managing Client Expectations | 01:23:11 | |
Today, I’m joined by Taylor Schulte, a financial planner, author, speaker, and Founder of Define Financial. He’s also the host of two financial podcasts, including the Stay Wealthy Retirement Show, and Experiments in Advisor Marketing. For advisors with a podcast OR for those who have thought about starting one, Taylor is proof that it can be a valuable asset to your business. Not only have his shows racked up more than 2 million downloads, but they’ve driven an estimated 98% of new revenue for his firm. His podcasts also have allowed him to expand geographically, with more than 50% of his clients connecting via Zoom.
3 of the biggest insights from Taylor Schulte …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved. TP11233252252 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 20 Nov 2024 | 091: Ian Cron - The Fix: How Hidden Addictions Keep Financial Advisors Stuck | 01:07:29 | |
In nearly two decades of working with some of the world’s top independent financial advisors, I’ve seen all kinds of hidden addictions—and, honestly, I’ve been guilty of a few myself. From the outside, it might look like everyone has it all together: polished, successful, in control. But beneath the surface, even the most disciplined and high-achieving people in this business are dealing with struggles we rarely acknowledge. And it's not always the obvious issues society labels as “addictions.” Oftentimes they’re subtle, often invisible patterns we fall into—patterns that can damage relationships, compromise health, and eventually eat away at our peace of mind. That’s why I wanted to invite Ian Cron on the show. He’s releasing a new book, The Fix, which takes a fresh and deeply compassionate look at these hidden habits. Ian points out that while most people think of addiction in terms of substances like drugs or alcohol, there’s a whole spectrum of “quick fixes” that quietly complicate our lives—things like overworking, people-pleasing, or constantly chasing achievement. These behaviors might not leave bottles stashed in desk drawers, but they can be just as damaging. Ian shares practical principles from his book that go beyond traditional ideas of addiction, offering guidance for anyone who wants to reclaim control, set healthier boundaries, and live a more intentional life. 3 of the biggest insights from Ian Cron … 1.) How to recognize hidden addictions—and why no one is immune Addiction isn’t always obvious. Ian breaks down how even the most successful people can fall into patterns of overwork, people-pleasing, or constantly chasing success. Learn how to identify these hidden habits and take the first step toward breaking free. 2.) The growing grip of technology addiction—on us and our kids From endless scrolling to digital distractions, technology has quietly become one of the most pervasive addictions. Ian shares insights into how it affects not just adults but our children, and how to reclaim our focus and connection in a hyper-digital world. 3.) A fresh, practical take on the 12-Steps for everyone Ian modernizes the timeless principles of the 12 Steps for recovery, making them accessible for anyone—not just those battling substance abuse. Discover how these steps can help you build healthier boundaries, reconnect with what matters, and create lasting change in your life. SHOW NOTES PRE-ORDER YOUR COPY OF "THE FIX" Go grab a copy of Ian’s book, The Fix: How the Twelve Steps Offer a Surprising Path of Transformation For the Well-adjusted, the Down-and-Out, and Everyone in Between. It officially comes out in January, but if you pre-order you’ll get immediate access to the first chapter. FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 09 Oct 2024 | 085: Solo - Honoring John Ruhlin: The Greatest Relationship Builder of Our Time | 00:52:33 | |
Today’s episode is a tough one, but an important one. I wanted to take a moment to honor someone who profoundly impacted my life – my friend, John Ruhlin. Tragically, John passed away unexpectedly about 2 months ago at just 44 years old. When I first heard the news, I was in complete shock, and I’ve been doing my best to process it ever since. For those who knew John, you’ll understand when I say he was one of the greatest relationship builders of all time. He had a gift for connecting with people in a way that was truly special. Losing someone like John – a close friend and a larger-than-life presence – makes you reflect on what truly matters in life. I’m heartbroken by his loss, but at the same time, I feel incredibly grateful to have known him. He taught me how to show up differently, how to treat others with genuine care, how to connect on a deeper level, and how to give without expecting anything in return. In this episode, I’m sharing the many lessons John taught me – lessons that continue to shape how I live my life. My hope is that by sharing his wisdom, I can honor his legacy and pass on some of the incredible insights that made John who he was. UPHOLDING JOHN’S LEGACY: 2 WAYS TO GET INVOLVED #1. PLEASE SUPPORT HIS FAMILY Honor John’s legacy and support his family by making a donation. Every little amount helps and will go directly towards taking care of his wife Lindsay, and their four daughters (Reagan, Blakely, Saylor, & Layton – age 4 to 13). CLICK HERE to make a donation. #2. GET THE REFERRAL PARTNER TRANSFORMATION COURSE John deeply understood that becoming 'radically referrable' meant building lasting relationships and staying top of mind when it matters most. He developed a thoughtful, sustainable system for creating meaningful connections and generating referrals. In honor of his legacy and the generosity movement he championed, his team is offering a special discount on the course to DBDL listeners as a way to continue sharing his timeless principles. If you're interested in the course, CLICK HERE. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP09243739596 Copyright 2024 Triad Partners, LLC all rights reserved. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 28 Aug 2024 | 079: Bentley Caldwell - How to Dress for Success as a Financial Advisor | 01:07:01 | |
Today, I’m talking to Nashville’s #1 men’s stylist, Bentley Caldwell, all about what financial advisors should be thinking about when it comes to their wardrobe. Financial advising is a trust-based business, and clients need to feel confident in your ability to manage their finances. That’s why what you wear matters. How you dress and present yourself shapes how prospects and clients perceive you. It says a lot about your personality, the quality of your work, your attention to detail, and so much more. Not only that, but first impressions stick. Before you even say a word, potential clients are sizing you up based on your appearance, so it’s critical to know what to wear – and what NOT to wear! That’s why I wanted to bring Bentley on the show. He’s an expert at helping entrepreneurs take their image and confidence to the next level. In fact, he’s Michael Hyatt’s stylist – and if you know Michael, you know that’s saying a lot. Dressing nice may seem obvious, but knowing what to wear, how to wear it, and where to buy it, can quickly become overwhelming. In this episode, we dive deep into the intentional details that make a lasting impression with clients, actionable steps to elevate your wardrobe, and some of Bentley’s best advice for developing an authentic style that you can wear with confidence. 3 of the biggest insights from Bentley Caldwell …
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Get 10% Off of Bentley's Standard Styling Package To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "79" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP08243739562 Copyright 2024 Triad Partners. All rights reserved. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 18 Dec 2024 | 095: Ken Coleman - Unlock Your Full Potential by Doing the Work You Were Wired to Do | 00:59:15 | |
What if the biggest obstacle standing in your way of success was you? Ken Coleman, bestselling author, host of The Ken Coleman Show, and co-host of the nationally syndicated Ramsey Show, reveals how to silence self-doubt and trust your heart to unlock your full potential. In this episode, Ken unpacks his powerful “three wire” cheat code for success—Talent, Passion, and Mission—that has helped countless people discover their true calling and thrive in both work and life. Drawing from lessons learned alongside leadership legends like John Maxwell and Dave Ramsey, Ken also shares practical strategies for scaling your business, hiring all-star talent, and building a life of purpose. If fear and doubt are holding you back, Ken’s insights will inspire you to quiet your inner critic, trust your instincts, and step boldly into the work you were wired to do. 3 of the biggest insights from Ken Coleman … #1.) Shut Off Your Brain, Trust Your Heart: The brain can sabotage your dreams by amplifying fear. Learn how to silence your doubts, listen to your heart, and identify your true purpose. #2.) Lead Like a Legend: Grow from a solopreneur into a true leader with lessons Ken learned from legends like John Maxwell and Dave Ramsey on transferring trust, scaling your team, and hiring all-star talent. #3.) Do the Work You Were Wired to Do: Understand the three “wires” every human shares—Talent, Passion, and Mission—and how you can use this cheat code to unlock personal and professional success. SHOW NOTES FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Ken's book, "Find The Work You’re Wired to Do" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "95" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP12244047751 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 20 Mar 2024 | 056: Triad Member - Overcoming Addiction & Learning to Let Go of Control with Russ Ross | 00:53:35 | |
Today, I’m sitting down with Triad Member Russ Ross for an honest and raw discussion about overcoming adversity and navigating the stressful environment of financial services. Russ is the president and founder of Russ Ross Wealth Group, where he specializes in helping his clients navigate the phases of their retirements. Together with his wife Michele, Russ also focuses on helping educators in the 403(b) space. In today’s episode, Russ and I get real. As advisors and entrepreneurs in a high-stress industry, we know the temptation of unhealthy coping mechanisms. Russ takes us through the struggles he’s witnessed and lived — and advice for anyone who needs to overcome their own challenges. You’ll also hear insights on running a practice with your spouse, how to improve client relationships and inspire referrals, and how to make sure your work doesn’t swallow your personal life. 3 of the biggest insights from Russ Ross …
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people] To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 21 Aug 2024 | 078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant | 01:00:46 | |
Today, I’m talking with Will Guidara, a world-renowned restaurateur and author of the best-selling book, Unreasonable Hospitality. At just twenty-six, Will took over Eleven Madison Park, a struggling two-star brasserie that had never quite matched its majestic room. Eleven years later, it was named the best restaurant in the world. In this episode, not only will you hear how Will pulled off this unprecedented transformation, but you’re going to get a masterclass in hospitality and actionable tips on how to turn an ordinary service (like financial advising) into exceptional experiences for your clients. 3 of the biggest insights from Will Guidara …
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Will’s book, "Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "78" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 23 Aug 2023 | 026: Brian Portnoy - The Psychology of Money, Rich vs. Wealthy, and AI’s Role in Finance | 01:16:03 | |
Today, I’m talking with Brian Portnoy – Founder of Shaping Wealth, CFA, and one of the world’s leading experts at simplifying the complex world of finance. In this episode, Brian breaks down the psychology of money and its relationship to happiness in a way you’ve probably never heard. You’ll learn how to help your clients rewrite their story around money and go from a constant quest for more, to building true meaningful wealth – or as he calls it, “funded contentment.” Rich is a number, but wealth is a mindset – and that is the theme of today’s episode!
3 of the biggest insights from Brian Portnoy …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 01 May 2024 | 062: James Conole - How a Financial Advisor Used YouTube to Generate $400M+ of AUM | 01:07:45 | |
Today, I’m talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM. Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to over 700 inbound prospects who each had a minimum of $500,000 of investable assets. In our conversation, James pulls back the curtain on the methods he used to build a leading YouTube channel with over 110,000 subscribers, what his marketing funnel looks like, and how you can leverage YouTube in your own business to increase your audience rapidly. 3 of the biggest insights from James Conole …
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: 30-minute “Ask me anything” YouTube webinar with James To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "62" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright 2024 Triad Partners, LLC. All rights reserved. TP04243458880 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 27 Mar 2024 | 057: Arthur Brooks - The Science of Happiness and Helping Retirees Find Passion & Purpose | 01:00:56 | |
Today, I’m joined by a very special guest, Arthur Brooks, to discuss a very special topic: happiness. Arthur is a Harvard professor, author, and social scientist specializing in happiness. He has written 12 books, including the New York Times bestseller “Strength to Strength,” along with “Build the Life You Want,” a book he co-authored with Oprah. Arthur is also a columnist for The Atlantic and was selected as one of Fortune Magazine’s “50 World’s Greatest Leaders” while serving as president of the American Enterprise Institute, one of the world’s leading think tanks. In short, Arthur’s done it all. And if you want to talk about the science of happiness — and money’s role in the equation — he’s your guy. So that’s what we did in this episode. Strap in for a packed conversation that applies to the core of doing business and doing life. You’ll hear about the relationship between money and happiness, how to adopt different habits that may increase your happiness, and how your brain changes as you age — and what that means for how you run your business. 3 of the biggest insights from Arthur Brooks…
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Arthur's book, "Build the Life You Want: The Art and Science of Getting Happier" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "57" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 15 Nov 2023 | 038: Jordan Rigi - Building a Business for Unlimited Growth, Freedom & Joy | 00:54:47 | |
Today, I’m sitting down with one of our own, Triad’s Head of New Member Outreach, Jordan Rigi. For so many advisors, career success comes at the expense of family, relationships, and life. But it doesn’t have to – and Jordan’s here to prove it. His new book, “Success is the Enemy” helps advisors examine their success, embrace their significance, and build something bigger than themselves. In this episode, we dive into Jordan’s book and unpack the key lessons to achieving unlimited growth, freedom, and joy, in both your business and life.
3 of the biggest insights from Jordan Rigi …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 17 Jan 2024 | 047: Top Moments of 2023 - Top Guest Stories, Moments, and Ideas | 01:24:36 | |
What's up, DBDL listeners! We have a special episode for you this week. As some of you may know, at the end of last year, we released the DBDL Top Triad Member Moments of 2023, a roundup of the best advice shared on the pod from our valued Triad members. The episode was so popular that we thought, why not do something similar for all the non-Triad guests who came on the show to share their incredible wisdom? So, the team went back through our catalog of non-Triad interviews, pulled the best ideas, stories, and frameworks from the most downloaded episodes, and packaged them into 10 of the biggest takeaways. KEY TAKEAWAYS:
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: All Access Pass to 2023 Podcast Resources! To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "47" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 05 Apr 2023 | 006: Simon Bowen - Using Visual Models to Simplify the Complexity of Finance | 00:59:39 | |
As a financial advisor, your clients don’t choose you because they want an average future; they choose you because they want to win the game of life. The problem isn’t that you don’t know how to build a plan that will get them there. The problem is that you have to convince them that you are the person who can help them do it. So, how do you communicate to prospects that you’re the right person for the job? Today’s guest, Simon Bowen, is here to help you with that answer. Simon is Australia’s #1 authority on visual based thinking. In other words, he’s a master at using drawings to simplify complex ideas and information. Through his proprietary process, The Models Method, he has helped Fortune 500 companies, heads of Government, the military, industry leaders, and countless organizations, to accelerate performance. Whether it’s to convert more clients, distill complex topics into easy to communicate language for your team, or create higher levels of ownership across your organization so you can effectively scale, Simon’s visual models can help you get there. 3 of the biggest insights from Simon Bowen… #1 The “compete & retreat” sales talk that’s pushing your prospects away—and what to do instead to create a collaborative communication experience that builds value and trust. #2 Powerful whiteboarding techniques you can use during meetings, to simplify complex concepts and help your clients visualize a path to success. #3 Why you can’t build a scalable or sellable business that relies on your sweat equity—and how to instead distill your genius into replicable frameworks that your team can easily model. JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/6 FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Any references to Triad Member experiences reflect their unique experience which may not be representative of all Triad Member experiences; results will vary. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 22 May 2024 | 065: Tom Ruggie - From Solo Advisor to Family Office & Marketing to the Sports Card Niche | 01:02:50 | |
Today, I’m talking with Tom Ruggie, the founder and CEO of Ruggie Wealth Management – the flagship company of independent RIA, Destiny Wealth Partners, which has surpassed $1B in managed assets and is recognized among Forbes 250 Fastest-Growing RIA Firms. The funny thing is, it’s actually our shared passion for sports collectables that brought Tom and I together – which is a major focal point for today’s conversation. Not only did I want to better understand how Tom scaled his firm and eventually transitioned into a family office style of practice, but I wanted to hear about his sports card collecting journey and how he combined that passion with his wealth management business. 3 of the biggest insights from Tom Ruggie…
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Tom's Collectibles scorecard To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "65" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Brad Johnson is not a client of Thomas Ruggie. Copyright Triad Partners, LLC 2024. TP05243458889 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 11 Sep 2024 | 081: Solo - How Financial Advisors can Optimize their Calendar to Maximize Revenue and Freedom with Brad Johnson | 00:43:28 | |
Today, I’m flying solo—no guest, just me on the mic. But I’m tackling a topic that could make or break your business: optimizing your calendar for maximum revenue and freedom. I’ll share real-world stories and frameworks that have helped countless financial advisors like you transition from solo players to true business owners. By the end of this episode, you’ll know exactly how to systematize your calendar, maximize your revenue-producing hours, and protect your personal life. If you’ve ever felt like your calendar is running you instead of the other way around, this episode is a must-listen. 3 of the biggest insights from Brad Johnson …
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP09243739571 Copyright 2024 Triad Partners. All rights reserved. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 14 Aug 2024 | 077: Brad Johnson & Justin Donald - Growing Your Business WITHOUT Sacrificing Your Life (Live on Front Row Dads Podcast) | 00:45:48 | |
What’s up DBDL fam! We’ve got a special episode lined up for you today. As many of you know, I’m a proud member of Front Row Dads – a membership group and podcast created for fathers who want to level up their Dad game and put family first. As part of a podcast series, Front Row Dads selected a handful of members to guest host the show. As a part of that series, I was chosen to be interviewed by fellow Front Row Dads member, Justin Donald. In this episode, you’ll get to hear all about The Johnson's core family values, practical tips for entrepreneurs chasing the mythical “work-life balance,” and how I believe entrepreneurs can successfully grow a business without sacrificing family, health, or happiness. 3 of the biggest insights from Brad Johnson …
SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP08243623584 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 01 Nov 2023 | 036: Triad Member – Streamlining Ops, Protecting Your Culture, and Scaling to $1B AUM with Michelle Short | 01:36:33 | |
Today, I’m sitting down with Michelle Short, the COO of SHP Financial — a Triad member firm that manages more than $1B in assets. In the years leading up to Michelle’s hiring in 2014, SHP was generating about $10M in annual new assets. Fast forward to 2022 and SHP was bringing in more than $250M in new assets, with roughly 32% of those assets coming via referrals. As the operations architect, Michelle has plenty of insights into how SHP scaled — and advice for those who want to do the same. In this episode, you’ll hear how SHP streamlined its operations to allow for such rapid growth while easing advisor workloads. You’ll also learn about how to save team members from their personal “Drudge Zones,” how to evaluate both team members and clients for culture fit, and how to build referrals within your own practice.
3 of the biggest insights from Michelle Short …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Summary See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 14 Feb 2024 | 051: Justin Donald - Becoming a Lifestyle Investor, Hiring A+ Talent, and Building a Life by Design | 00:58:07 | |
Today, I’m talking with my good friend, Justin Donald. He’s a successful entrepreneur and the founder of The Lifestyle Investor – a company that teaches people how to create wealth, without creating a job. Justin went from being stuck in the rat race and putting work before family to mastering low-risk cash flow investing and passive income strategies. He developed a set of investing principles that allowed him to buy back his time and grow his net worth to over 9-figures. And the best part is, he gets to show up fully as a husband and father. Through his Lifestyle Investor membership group, courses, book, and podcast, Justin has taught thousands of others how to build the wealth, freedom, and lifestyle of their dreams. Justin’s also got a ton of wisdom when it comes to building and scaling businesses. He owns multiple franchises, multiple real-estate businesses, one of the largest mobile home park portfolios in the US, a residential maintenance and rehab company, several operating companies, and more. He’s hired thousands of people throughout his career, so there’s a ton of insights in this episode around growing and empowering your team. 3 of the biggest insights from Justin Donald …
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Justin Donald's book, "The Lifestyle Investor: The 10 Commandments of Cash Flow Investing for Passive Income and Financial Freedom" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "51" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts, and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 10 May 2023 | 011: Kyle Van Pelt - Leveraging Tech to Deliver Unforgettable Client Experiences | 01:07:17 | |
As if building a business in the financial services industry wasn’t already hard enough, financial advisors are also expected to be tech experts too!? You need a CRM, a portfolio management system, a custodian, planning software, and a host of other tools to effectively manage client portfolios and deliver financial advice. Not only is that super overwhelming—especially for those who don’t have a tech background—but figuring out how all of these different software’s communicate with each other is a massive challenge in itself. In large part, because there isn’t a one-size-fits-all solution. So, how do you get all these disjointed technologies to speak to one another, so you and your team can focus on what you do best? Today’s guest is here to help. I’m talking with Kyle Van Pelt, the CEO of Milemarker—a fintech firm that helps bring together integrations, data, and workflows to manage client information. In our conversation, Kyle shares his best advice for how advisors can use tech to enhance the client experience.
3 of the Biggest Insights from Kyle Van Pelt…
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright ©️ 2023 Triad Partners. All rights reserved. Copyright of all Triad Confidential content belongs exclusively to Triad Partners, a Delaware corporation. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 10 Jan 2024 | 046: Ann Hiatt - Jeff Bezos' Secrets to Success, the DNA of Unicorn Leaders, and How to Bet on Yourself | 01:01:16 | |
Today, I’m talking with Ann Hiatt, a Silicon Valley veteran with 15 years of experience as the Executive Business Partner for Jeff Bezos (Founder and CEO of Amazon), Marissa Mayer (former CEO of Yahoo!), and Chief of Staff to Eric Schmidt (CEO/Executive Chairman of Google). Ann now consults with executives and companies across the globe to reverse engineer their moonshot goals and get results. She’s a sought-after international speaker and angel investor with a ton of wisdom on what it takes to succeed in business and life. She’s also the author of Bet on Yourself: Recognize, Own, and Implement Breakthrough Opportunities, which outlines the daily habits and long-game strategies she learned working side-by-side for decades with the technology giants at Amazon, Google, and Yahoo.
3 of the biggest insights from Ann Hiatt …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts, and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 13 Sep 2023 | 029: Leore Avidar - Investing in Sports Cards, Scaling Businesses, and Hiring Top Talent | 01:17:16 | |
Today, I’m chatting with Leore Avidar, the founder of Alt—a sports cards collectibles platform that makes it simple for investors to buy and sell authenticated, investment-grade trading cards. What was once seen as a hobby, has turned into an alternative asset class that serves a ~$15 billion market, expected to rise to $49 billion by 2032. In this episode, Leore and I geek out on our love for sports card collecting and talk about his approach to starting and scaling multiple businesses.
3 of the biggest insights from Leore Avidar …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE This episode is not offered as investment advice. All individuals should independently evaluate the appropriateness of any investment based on their own circumstances. Brad Johnson is a user of Alt.xyx and sits on an advisory board for the company. The appearance of Leore Avidar, was not paid for. DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. Copyright ©️ 2023 Triad Partners. All rights reserved. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 06 Mar 2024 | 054: Robert Sofia - Taking Online Relationships to Real World Clients | 01:00:16 | |
Today, I’m talking with Robert Sofia, the co-founder and CEO of Snappy Kraken – an award-winning marketing technology firm that provides financial advisors with a complete digital marketing system to foster and deepen relationships with clients and prospects, while making it easier for advisors to fulfill all of their marketing needs in one place. The company was named “The most innovative marketing platform for advisors" by Investment News, and ranked as the "Best Overall Content Marketing Company" for four years running. Before Snappy Kraken, Robert helped grow his practice’s AUM from $125M to $650M in less than five years. His secret sauce? Merging great marketing and great systems with great advisors. After seeing the opportunity to help other teams grow, Robert made the leap and started Snappy Kraken in 2016. 3 of the biggest insights from Robert Sofia…
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Robert's book, "Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands In The World" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "54" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP03243416046 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 08 May 2024 | 063: Kristi Herold - It Pays to PLAY & Building a Winning Workplace Culture | 01:08:16 | |
Today, I’m chatting with Kristi Herold, a workplace culture expert who has built a multi-million-dollar global organization called JAM. Kristi founded JAM in 1996 and grew it into one of the largest adult recreational sports league providers in the world. When the 2020 pandemic forced sports to pause, Kristi and her team pivoted to helping corporate teams around the world improve their culture by connecting people through PLAY. She’s also the author of It Pays to PLAY – How Play Improves Business Culture, which is her guide to helping organizations playfully connect with their teams in order to improve retention, engagement, and innovation while also benefiting employees’ physical and mental health, and the company's bottom line.
3 of the biggest insights from Kristi Herold …
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift:
To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "63" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 15 Mar 2023 | 002: Shawn Sparks - The 5 Pillars to Scaling Your Advisory Business | 01:22:33 | |
In our industry, it’s all too common to treat revenue numbers as the ultimate scoreboard. But if that’s your only game plan, not only will your progression hit a ceiling, but burnout is inevitable. Today, I’m sitting down with Shawn Sparks of Triad Partners, to talk about what it means to truly succeed as a financial advisor. Think about it this way… If your numbers are on the rise, but your family is eating dinner without you most nights, is that really how you’d define success? In this episode, Shawn shares a much better approach to building a business; one that gives financial advisors unlimited growth, freedom, and joy. Or as we define it, a “Do Business. Do Life.” approach. You’ll hear how we’re uniquely positioning ourselves at Triad to serve advisors at the highest level, why freedom doesn’t have to come at the cost of growth, and what it takes to scale without becoming a victim of your own success. 3 of the biggest insights from Shawn …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/1 FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Triad Member case studies may not be representative of all Triad advisor experiences, individual results will vary. Copyright 2023 Triad Partners, LLC. All rights reserved. TP03232789752 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 06 Nov 2024 | 089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson | 00:28:48 | |
Throughout my years of coaching advisors, I’ve noticed one of the most common traps they fall into is letting meetings run too long. It may feel like good service, but long, unfocused meetings can quietly chip away at your credibility. Today, I’m sharing The 15-Minute Warning Knock Concept—a simple, yet powerful framework to help you set boundaries, improve efficiency, and show clients that your time is as valuable as the advice you give. BTW, this concept builds on episode 81 “Optimize Your Calendar to Maximize Revenue and Freedom,” so if you haven’t listened to that, definitely go check it out. 3 of the biggest insights from the episode … 1.) Master Your ACE: Learn how to leverage the 15-Minute Warning Knock to establish Authority, Credibility, and Exclusivity (ACE) without stretching yourself thin. 2.) Stay on Schedule: Why the warning knock builds accountability into your day, keeping you on time and giving each client their full focus. 3.) Maximize the Final 15 Minutes: The final minutes of each meeting reveal clients’ top concerns and buying signals. This system helps you bring those to the forefront efficiently. SHOW NOTES FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 24 Jan 2024 | 048: Triad Member – Mastering Educational Events vs Dinner Seminars & the Impact of Building a Firm vs an Agency Model with Stephen Stricklin | 01:15:05 | |
Today, I’m chatting with Triad Member Stephen Stricklin, who is the president and founder of Wise Wealth LLC, an independent, full-service wealth management firm. As a former teacher, Stephen took his passion for educating others and adapted it to the financial services industry. His firm's motto, "First Wisdom, Then Wealth," says it all – they're focus is on helping clients achieve financial peace by teaching, not just selling stuff. In this episode, you’ll hear how Stephen shifted careers and built his own RIA from the ground up – including the major pivots he had to make in order to properly scale the business. What I love about Stephen’s story is his willingness to evolve and adapt. Even after building his firm for 15+ years, he had the humility to let go of what wasn’t working and completely restructure how he was building the business. 3 of the biggest insights from Stephen Stricklin…
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Private one-on-one coaching call with Brad! [limited to 3 slots] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts, and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 07 Aug 2024 | 076: Triad Member - The Secret Behind 400% Growth in One Year with James and Kris Rea | 01:06:27 | |
In this episode, I’m talking with James and Kris Rea, the dynamic husband-and-wife team behind Rea Financial. Their story highlights the power of authenticity and how crafting the right mission, messaging, and values can massively impact the success of your business. The Rea's had to take a few steps back before they could leap forward, but their efforts paid off, growing from $8M to $36M in total assets in a single year. This transformation wasn't easy—it required deep, sometimes messy work—but it was essential for creating a brand that truly reflects who they are and the exceptional service they offer. Today, I dive into their incredible growth journey and the playbook that fueled their rapid success. 3 of the biggest insights from James and Kris Rea …
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 call with Brad To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright T 2024 Triad Partners. All rights reserved. TP08243734025 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 26 Jun 2024 | 070: DJ Eric Rhodes - Turning Your Passion into Your Career & Going Viral | 00:54:59 | |
Today, I’m talking with DJ Eric Rhodes, an expert at creating content that goes viral. Eric is renowned for his mashups of classic hits with new songs, generating millions of views and even catching the attention of artists like Chris Stapleton and Warren G in the process. But Eric’s journey to success only got off the ground because he decided to leave a stable career to pursue his passion for DJing. Thanks to his persistence and his strategic use of platforms like Instagram and TikTok, he’s been able to turn his passion into a thriving business. In fact, this year alone, Eric has more than DOUBLED his audience, surpassing 2 million followers across his social platforms! In our conversation, we get into Eric’s journey and the specific social media marketing strategies he’s used to propel his own career. More importantly, how financial advisors can leverage these strategies to rapidly grow their own audiences. 3 of the biggest insights from DJ Eric Rhodes …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider with VIP access to future resources and exclusive content, text "70" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 08 Nov 2023 | 037: Adam Holt - Using Asset Map to Simplify Complexity & Create Meaningful Client Conversations | 01:01:24 | |
Today, I’m joined by Adam Holt, the founder and CEO of Asset-Map, a fintech platform that helps advisors facilitate more meaningful conversations with clients by streamlining high-level data into a simple report. Early in his career as an advisor, Adam was frustrated with the material available to him for client meetings. The overly detailed financial reports didn’t help clients make better decisions — they just made clients confused. To fix the problem, Adam created and introduced Asset-Map to his own practice, helping grow his AUM to nearly $1B in under a decade. Today, you’ll hear why clients respond so well to simplicity in financial planning, how to use fintech to ask better questions in client meetings, and how to create a company culture that prioritizes life over business.
3 of the biggest insights from Adam Holt…
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 03 Apr 2024 | 058: Brittany Hodak - How to Tell Your Story & Turn Clients into Superfans | 01:10:16 | |
In this episode, I’m talking with Brittany Hodak about how financial advisors can build a diehard community of superfans using the same system Taylor Swift used to create an army of Swifties. Brittany came up with her game-changing system, the SUPER Model, while working with globally known brands like Walmart, Disney, Amazon, Katy Perry, the Boston Red Sox, and of course, Taylor Swift. This proprietary 5-step system which Brittany shared in her 2023 book, Creating Superfans: How to Turn Your Customers Into Lifelong Advocates, is a simple playbook to tap into the unmatched power of superfandom, and it works like a charm whether you’re Taylor Swift or a financial advisor. Today, Brittany breaks down her SUPER Model and shows how you can use it to kill apathy, stand out from a sea of competitors, and most importantly, create your own army of superfans to supercharge your business. 3 of the biggest insights from Brittany Hodak …
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Brittany’s book, "Creating Superfans" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "58" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright ©️ 2024 Triad Partners. All rights reserved. TP04243458876 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 02 Aug 2023 | 023: Rener Gracie - Harnessing the 32 Principles of Jiu-Jitsu to Succeed in Business, Relationships, and Life | 01:28:03 | |
I recently got an opportunity to interview Rener Gracie – a Brazilian jiu-jitsu black belt, coach, author and entrepreneur. If you’re unfamiliar with the Gracie family, they are widely regarded as one of the most accomplished family dynasties in martial arts history. Ok, so what does Jiu-Jitsu have to do with financial advising? Well, for starters, BJJ is a complex sport with thousands of techniques and moves. Not only can learning the moves be challenging, but knowing which ones to use and when to use them, can get overwhelming quickly. As Rener says, “the right move at the wrong time, is the wrong move.” I see a lot of parallels with financial services. As an advisor, you need to be able to ditch the financial jargon and simplify the information in a way that’s easy for your clients to understand. You also have to be able to guide your clients on which tools and strategies to use depending on their specific situation. What’s also interesting about Rener is that he’s been able to scale his BJJ schools across the country AND he’s mastered the art of creating online content to help feed that growth. So, when it comes to building an online community and attracting your ideal audience, Rener’s got a lot of wisdom to share!
3 of the biggest insights from Rener Gracie …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 21 Jun 2023 | 017: Amy Porterfield - How Financial Advisors Can Build Digital Courses | 01:04:20 | |
Today, I’m talking with the one and only Amy Porterfield. Amy’s a NYT bestselling author and online marketing expert who has helped hundreds of thousands of business owners turn their unique knowledge into recurring revenue streams through scalable digital courses. As a financial advisor, why does that matter? Well, as I’m sure you’ll agree, your time is valuable, and unlike coaching one-on-one, a course is an opportunity to share your knowledge at scale, while also reaping the benefits of expanding your reach. At Triad, Amy’s frameworks have been a super intuitive way for us to take everything we coach on and package it up into something that adds value and is easily accessible for our members. In this episode, you’ll hear Amy walk through the 3 main types of digital courses, the questions to ask yourself to uncover your best idea for a digital course, and the logistics of structuring a successful course so you can leave the episode with a course idea ready to go. You’ll also get insights on using online courses for prospect lead generation, how to structure your advice to get clients to take action, and an implementable system to ease the burden of hiring and onboarding effective team members.
3 of the biggest insights from Amy Porterfield …
. JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 17 Apr 2024 | 060: Triad Member – Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI with Mike & Jess Panico | 01:25:54 | |
Today, I’m sitting down with Triad Members Mike and Jess Panico, the husband-and-wife founders of Arcadia Financial. Mike and Jess are living proof that you can have success in our industry at a young age — and they’ll tell you exactly how they did it. After taking the leap to start a practice in their 20s, Mike and Jess have quickly grown Arcadia Financial. In 2023, they brought in ~$90 million in total assets, and are on pace to exceed $100 million in 2024. Their secret? Mike and Jess have managed to stand out through unique branding, building their practice around the tagline, “Live Like Every Day Is Saturday”. As their brand grew their reputation, Mike and Jess also acquired a tax practice, helping ingrain themselves further into their clients’ lives. This episode is packed with insights. Whether you’re looking to create a brand message that actually sticks out, considering an acquisition, or simply looking for some advice to manage rapid growth, Mike and Jess have you covered. 3 of the biggest insights from Mike and Jess Panico …
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people] To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2024 Triad Partners. All rights reserved. TP04243513935 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 12 Apr 2023 | 007: Michael Kitces - Advisor Marketing, Niches, One Page Plans, Building a Team, and Being a CEO | 01:05:13 | |
Today, I'm talking to one of the most prolific content creators in financial services, Michael Kitces. His website, Kitces.com, serves over 12,000 advisors, and his blog, Nerd's Eye View, has become a go-to resource for financial advisors, reaching more than 200,000 unique monthly visitors. Investopedia named him "one of the most influential financial advisors in the United States." He also runs 2 podcasts, Kitces & Carl (which he co-hosts with Carl Richards, creator of the NYTimes Sketch Guy column) and Financial Advisor Success—one of the most highly rated podcasts for financial advisors. 3 of the biggest insights from Michael Kitces … #1 The digital marketing shift that most advisors are NOT capitalizing on—and why your ideal clients are not choosing the local advisor who's closest in proximity; they are choosing the advisor that offers the best solution to their high-stakes problem. #2 The power of "The One-Page Financial Plan" and how to effectively use it so you can eliminate overwhelm for your clients and drive them to take action. #3 Why the happiest advisors are not the ones who earn the most money; they're the ones who earn the most money on their time. Michael shares his dollars-to-time ratio for maximizing happiness—and advice for buying your time back so you can successfully scale your business. JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/7 FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright ©️ 2023 Triad Partners, LLC. All rights reserved. TP04232712353 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 21 Feb 2024 | 052: Triad Member - The Power of Community, Creating a Culture of Trust, and Building a Life of Significance with Tyler Wrezinski and Andrew Hall | 01:14:36 | |
Today, I’m interviewing Triad Members Tyler Wrezinski and Andrew Hall, the co-founders of Virtus Financial Group. As you’ll find out, these guys are a ton of fun to hang out with, super authentic, and are proof of what can happen when you surround yourself with the right people and you’re willing to step into the unknown. In two short years, they went from an insurance-focused offering to an RIA with a holistic planning approach – bringing in north of $35M in total assets for 2023 and now sitting at $50M in AUM. I got a lot of joy out of hearing them describe how our community has helped them level up and change the way they do business AND life – and I know you will too! 3 of the biggest insights from Tyler Wrezinski & Andrew Hall…
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people] To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2024 Triad Partners. All rights reserved. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 22 Mar 2023 | 004: Triad Member - Generating $250M of New Assets in a Single Year with Matthew Peck, Derek Gregoire, and Keith Ellis | 01:17:01 | |
Once per month, we’re going to release a special episode with one of our Triad members that highlights their story and shares the lessons learned from building and scaling an advisory practice. My goal is to have genuine conversations that dig into the good, the bad, and the ugly so that we can help as many other offices out there who are listening in. This week, I’m talking with the co-founders of SHP Financial: Matthew Peck, Derek Gregoire, and Keith Ellis. Last year alone, their team brought in $250M of new assets—one-third of which came from client referrals. And the best part? They’ve avoided falling into the trap of “more growth = more work.” Today, we will deconstruct how they went from being the only 3 revenue producers in the firm, carrying the weight of everything on their shoulders, to building and scaling a team that freed up their time and allowed them to create ultimate freedom in their business and life. 3 of the biggest insights from this episode … #1 The power of a proprietary process—and how SHP used one to create better solutions for their clients, differentiate themselves from their competition, and build a business that’s exploded in growth. #2 Why growing your business does not have to come at the cost of your time and freedom. #3 What it takes to build a revolving door of client referrals. For SHP, ~$80M of new assets came from client referrals in 2022 - and you’ll hear exactly what caused that. JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/4 FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 26 Jul 2023 | 022: Anthony Zhang - Pitching Mark Cuban, Overcoming Adversity, and Investing in Fine Wine | 00:53:53 | |
For any advisors who are fans of wine and/or investing, this episode is for you! I’m speaking with Anthony Zhang, co-founder and CEO of Vinovest—an online platform that allows anyone and everyone to invest in fine and rare wine. In the past, wine investing was exclusively reserved for the ultra-wealthy. However, Anthony figured out how to leverage technology to eliminate barriers and make this lucrative asset class a lot more accessible. BTW, this isn’t his first startup either. A separate company was backed by Mark Cuban and later acquired when he was only 21 years old. After a successful exit, he went on to start and scale multiple businesses. So, a lot to learn here on growing a team and getting the right people on the bus.
3 of the biggest insights from Anthony Zhang …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE This conversation is not to be considered investment advice. All individuals should independently evaluate the suitability of any investment based on their own circumstances. Brad Johnson is an investor in and a client of Vinovest, Inc. These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP07233006405 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 01 Jan 2025 | 097: Solo - The First Thing I’d Do as a Financial Advisor (If I Could Start Over) | 00:29:31 | |
If I had to start over as a financial advisor, what would I do differently? Today, I’m sharing the lessons I’ve learned from years of coaching the top 1% of financial advisors. Whether you’re just getting started or you’re already running a successful firm, this episode is packed with actionable steps to help you avoid the grind and build a business with intention. We’re going to cover how to create freedom in your business, maximize your time, and build the structure you need to scale. These aren’t just ideas—they’re proven strategies that can transform your practice and your life. 3 of the biggest insights from the episode … #1.) Your Very First Hire Should Be: Let me just say it—if you don’t have someone managing your time, your calendar is running your life. I’ll break down why hiring an EA should be your first move, even if it’s just part-time or virtual. [link to an episode] #2.) Track the Right Metric: Most advisors focus on revenue or AUM, but here’s the truth: the most important number is how many first appointments are on your calendar. I’ll show you how to set up a consistent marketing funnel to make sure you never run out of prospects. [link to ideal calendar] #3.) Run Your Business Like a Business: I get it—it’s easy to stay in advisor mode. But if you want to scale and create freedom, you’ve got to start thinking like a CEO. I’ll share how to structure your team, define clear roles, and build a business that doesn’t fall apart when you take a vacation. SHOW NOTES FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 17 May 2023 | 012: Triad Member - Doubling Business by Letting Go, Empowering Your Team, and MASTERING Seminars with Tom Jacobs | 01:02:24 | |
For many advisors, the idea of running a seminar conjures up images of wasted time, low ROI and an audience just there for a free dinner. But for Triad member Tom Jacobs, seminars have been the key to growing by more than 11x in just six years. In today’s episode, I talk with Tom about how he’s embraced seminars to create a wave of momentum for his practice. In addition to tips about how you can do the same, you’ll hear Tom discuss his mindset for giving presentations, how he leans on his team for the seminar follow-up process, and his strategies for continuing to improve his seminars. You’ll also hear about the benefits that come from investing financially in your team, how advisors can grow their practices by running fewer meetings, and how Tom bounced back from a $4M bankruptcy during The Great Recession—and his tips for moving forward from low points.
3 of the biggest insights from Tom Jacobs …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved. TP05232907511 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 15 May 2024 | 064: Triad Member - Unlocking Rapid Growth by Empowering Your Team & The Power of Selfless Leadership with Jordan Flowers | 01:04:30 | |
In this episode, I’m talking to Triad member and financial advisor Jordan Flowers who leads Wealth Financial Services & Tax Advisory along with his father Thomas. When Jordan and his company first joined Triad in 2022, they had roughly $20 million of AUM. Fast-forward to 2023 and they nearly doubled their total assets to $39.4 million. And what’s even cooler, is that scaling their firm didn’t have to come at the cost of their time and freedom. In fact, Jordan’s Dad is only working 4-5 months of the year, while spending the rest of time “doing life.” In this episode we talk about what actions Jordan and his team have taken to supercharge their growth while actually improving work-life balance and creating a stronger culture in the process. You’ll also notice a through line to Jordan's story is centered around selfless leadership and serving his team and clients at the highest level. 3 of the biggest insights from Jordan Flowers …
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people] To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2024 Triad Partners. All rights reserved. TP04243458885 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 12 Jul 2023 | 020: Triad Member - Checking Your Ego, Replacing Yourself, and Prioritizing Family with Clayton Alexander | 01:35:31 | |
Today, I’m talking with Triad member Clayton Alexander. Clayton is one of the most intentional leaders I know and has learned how to effectively invest in (and empower) his team. As a result, his business has seen exponential growth. And the best part is, he isn’t the one that has to handle everything himself. For context, in 2021, his company brought in $60M of new assets, 80% of which came from him. As you can imagine, the business consumed his life and resulted in massive burn out. Compare that to one year later… After making some major changes, the firm did $78M of new assets, and less than 50% came from him. The big difference? He learned how to let go of his ego, empower his team, and get the heck out of their way!
3 of the biggest insights from Clayton Alexander …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 28 Jun 2023 | 018: John Ruhlin - The Art & Science of Radical Generosity and Relationship Building | 01:04:10 | |
Raise your hand if you’ve ever sent or received a corporate gift? It’s pretty common practice in our industry to receive branded swag as a “thank you for doing business with us.” The problem is, most of the time, it’s meaningless junk. I don’t know about you, but a key chain or mug with a big company logo on it, doesn’t really make me feel appreciated. While sending gifts like this is a well-intentioned act, it’s actually doing you and your business more harm than good. If this has been your approach to loving on your clients, team, and the people in your life who matter most, I’m here to tell you that you’re doing it wrong. And btw, I’m not here to judge… I’m totally guilty of giving gifts like this too! It was only after meeting today’s guest, John Ruhlin, that I started honing my skills in the art of gift giving. If you’re unfamiliar, John is a Gifting Expert and author of Giftology, a methodology that’s been used by some of the largest companies and pro sports teams in the world. In this episode, he’s going to share how you can use his system to cut through the noise, increase referrals, and strengthen relationships with the people who matter the most. If you want to win the hearts and minds of influential people, attract your ideal clients, and enjoy the benefits of a growing business and meaningful relationships, both personally and professionally, this episode is for you!
3 of the biggest insights from John Ruhlin …
JOIN THE DBDL INSIDER CREW To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 24 Jul 2024 | 074: Sara Baker - How to Grow Fast, Avoid Burnout, & Build a Profitable RIA | 01:22:21 | |
Today, I’m excited to sit down with Sara Baker, a leader with over 15 years of financial services experience and our President of Triad Wealth Partners. Sara’s journey began as a Division 1 volleyball player, transitioned through a successful legal career, and ultimately led her to become a leader at two of the largest wealth advisory firms in the country – I’m talking assets north of $240 BILLION! Bottom line: Sara is sitting on a gold mine of experience, and in this episode, she shares tailored insights that financial advisors will be hard-pressed to find anywhere else (like how to build a profitable fee schedule from Day 1). If you're looking to grow fast, avoid burnout, and build a highly profitable financial advisory firm, this conversation is packed with actionable advice you can start implementing today. 3 of the biggest insights from Sara Baker …
FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 call with Brad To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. Copyright 2024 Triad Partners. All rights reserved. TP07243623567 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 24 Apr 2024 | 061: Jeffrey Shaw - Attracting Ultra-Wealthy Clientele and Becoming a Photographer to the Stars | 01:19:59 | |
This week, I’m talking with Jeffrey Shaw, who is an entrepreneur, business coach, and one of the most preeminent portrait photographers in the United States. His portraits have appeared on The Oprah Show, CBS News, in People and O Magazine, and even hang on the walls of Harvard University. His unique style made him the go-to photographer for renowned figures like supermodel Stephanie Seymour, news anchors Jim Nantz and David Bloom, sports icons like Tom Seaver and Pat Riley, among many more. What’s interesting about Jeffrey’s story is how he built his brand and carved out a niche serving the ultra-affluent – and while he’s in a completely different industry, there’s so many great parallels for advisors who want to build a brand and business that stands out and gets the attention it deserves. 3 of the biggest insights from Jeffrey Shaw …
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Jeffrey's book, "LINGO: Discover Your Ideal Customer's Secret Language and Make Your Business Irresistible" [while supplies last] To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "61" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES FOLLOW BRAD JOHNSON ON SOCIAL FOLLOW DBDL ON SOCIAL: DISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||