Do Business. Do Life. — The Financial Advisor Podcast — DBDL – Détails, épisodes et analyse

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 …

• The Swiss Cheese Calendar Problem: Why random, scattered meetings kill productivity and how to fix it by batching your appointments.

• How to structure your week to focus on high-value, revenue-producing tasks and avoid burnout.

• The importance of building boundaries by setting non-negotiables, like protecting weekends and family dinners, to maintain a healthy work-life balance.

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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

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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 …

• Why crafting a compelling brand manifesto like "Retire Fearlessly" is essential for exponential growth—and how it becomes the driving force behind everything you do, from client interactions to enhancing company culture and attracting top-tier talent.

• How to transform your book into a powerful lead-generation tool that educates clients, markets your services, and drives referrals—particularly from high-net-worth individuals.

• A simple yet effective tactic every advisor can use in the first meeting to qualify prospects more efficiently, ensuring your team spends time building plans for the right clients.

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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

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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 …

• Why mindset is the ultimate difference maker for both athletes and financial advisors alike – plus some simple steps you can take to start building your own elite mindset

• How to transform your leadership abilities by getting to know yourself better and leading with love 

• How to create a winning culture and get buy-in from your team – Ken reveals the 108 concept and how it helped the Arizona Diamondbacks get to the World Series

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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 …

• How Eric doubled his followers this year in no small part because of his content marketing strategy – and the specific hacks financial advisors can use to build their own audiences!

• WHAT content financial advisors should be posting, HOW frequently they should be posting it, and WHY it has to be authentic if it’s going to be successful.

• Proven strategies for monetizing your audience and converting views into real revenue for your business.

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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 …

• The #1 characteristic that sets top advisors apart from all the rest.

• The 3 types of financial advisors every firm needs – and what McDonald’s can teach you about building a scalable business. 

• The 4 phases to level up your practice – and an example of an advisor who uses this model to capture $200M+ of assets organically each year.

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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 …

• How key strategic changes like creating a mission brief have helped Tim & Julie land their biggest clients ever… I’m talking as much as $12 million from a single client!

• Why you should set BIG goals that scare you a little bit – like The Sullivan’s goal of hitting $70 million in AUM by year-end.

• The #1 factor that Tim & Julie believe has helped fast track their team’s growth, that other financial advisors can easily take advantage of starting today!

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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 …

• What the human-first approach is – and how focusing less on the numbers and more on the person can transform your business.

• Two simple, yet very powerful questions, you can ask new clients to get them to open up and uncover their money story.

• What “mission meetings” are and how they can build trust, strengthen relationships, and help you provide better financial guidance.

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Today's Gift: Get a free copy of Ross’ book, "Shaping Change: How To Respond When Life Disrupts Your Retirement Plan" [while supplies last]

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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 …

• Why I believe the executive assistant is the #1 missing role in every financial services firm – but if you value your time, are seeking professional growth, and want a better quality of life, an EA should probably be your FIRST hire!

• What to look for when you’re hiring an executive assistant – Brooke outlines 4 key traits to identify as you interview potential candidates.

• How to manage your calendar and your inbox more effectively – these tips are huge time savers that will help you stop working on someone else’s to-do list and start working on your own!

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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…

• How Tom built a multi-million-dollar portfolio of rare collectables and memorabilia – including a signed 1952 Mickey Mantle card and an iconic pair of Muhammad Ali trunks from his George Foreman fight.

• Why the sports collectibles market is an alternative asset class that you need to understand for your clients – and Tom’s expert tips for building a diversified portfolio like his, which has skyrocketed in value. 

• The major differences between a regular wealth management firm and a family office – and how Tom has carved out a niche that serves ultra-high-net-worth entrepreneurs.

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Brad Johnson is not a client of Thomas Ruggie.

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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 …

• How to avoid the “advisor-in-charge” model that leads to burnout and empower your team instead – so you can free up your time, rapidly scale, and deliver far better results for your clients.

• Jordan’s secret to running educational events that win the hearts of prospects and generate a ton of new business for his firm.  

• How to uncover your clients’ biggest bucket list goals and help them create a financial plan that allows them to spend with confidence.

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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.  

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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.