Explore every episode of the podcast Do Business. Do Life. — The Financial Advisor Podcast — DBDL
| Title | Pub. Date | Duration | |
|---|---|---|---|
| 081: Solo - How Financial Advisors can Optimize their Calendar to Maximize Revenue and Freedom with Brad Johnson | 11 Sep 2024 | 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. | |||
| 080: Triad Member – Financial Advisor Team 10X Growth by Helping Clients Retire Fearlessly with The Nebens | 04 Sep 2024 | 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. | |||
| 071: Ken Crenshaw - Unlocking Elite Performance & Building a Winning Culture | 03 Jul 2024 | 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. | |||
| 070: DJ Eric Rhodes - Turning Your Passion into Your Career & Going Viral | 26 Jun 2024 | 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. | |||
| 069: Brad Johnson & Dave Zoller - Creating Unlimited Growth and Freedom in Your Business AND Life - Streamline Replay | 19 Jun 2024 | 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. | |||
| 068: Triad Member - Overcoming Loss and Serving $10M+ Clients with Tim & Julie Sullivan | 12 Jun 2024 | 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. | |||
| 067: Ross Marino - The Power of Human-First Financial Guidance | 05 Jun 2024 | 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. | |||
| 066: Brooke Martin - Why an Executive Assistant is the #1 Overlooked Role in Finance | 29 May 2024 | 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. | |||
| 065: Tom Ruggie - From Solo Advisor to Family Office & Marketing to the Sports Card Niche | 22 May 2024 | 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. | |||
| 064: Triad Member - Unlocking Rapid Growth by Empowering Your Team & The Power of Selfless Leadership with Jordan Flowers | 15 May 2024 | 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. | |||
| 063: Kristi Herold - It Pays to PLAY & Building a Winning Workplace Culture | 08 May 2024 | 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. | |||
| 062: James Conole - How a Financial Advisor Used YouTube to Generate $400M+ of AUM | 01 May 2024 | 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. | |||
| 079: Bentley Caldwell - How to Dress for Success as a Financial Advisor | 28 Aug 2024 | 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. | |||
| 061: Jeffrey Shaw - Attracting Ultra-Wealthy Clientele and Becoming a Photographer to the Stars | 24 Apr 2024 | 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. | |||
| 060: Triad Member – Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI with Mike & Jess Panico | 17 Apr 2024 | 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. | |||
| 059: Scott Hanson - The Secret to NFL RedZone’s Success & Prepping for 7 Hours of Commercial Free Football | 10 Apr 2024 | 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. | |||
| 058: Brittany Hodak - How to Tell Your Story & Turn Clients into Superfans | 03 Apr 2024 | 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. | |||
| 057: Arthur Brooks - The Science of Happiness and Helping Retirees Find Passion & Purpose | 27 Mar 2024 | 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. | |||
| 056: Triad Member - Overcoming Addiction & Learning to Let Go of Control with Russ Ross | 20 Mar 2024 | 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. | |||
| 055: Shawn Sparks - The Advisor Transformation & How Financial Advisors Can Build a Legacy That Outlives Them | 13 Mar 2024 | 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. | |||
| 054: Robert Sofia - Taking Online Relationships to Real World Clients | 06 Mar 2024 | 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. | |||
| 053: Hal Elrod - The Miracle Morning & Evening, and Overcoming Adversity | 28 Feb 2024 | 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. | |||
| 052: Triad Member - The Power of Community, Creating a Culture of Trust, and Building a Life of Significance with Tyler Wrezinski and Andrew Hall | 21 Feb 2024 | 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. | |||
| 078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant | 21 Aug 2024 | 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. | |||
| 051: Justin Donald - Becoming a Lifestyle Investor, Hiring A+ Talent, and Building a Life by Design | 14 Feb 2024 | 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. | |||
| 050: Daniel Crosby - The Soul of Wealth, Money vs Happiness, & How to Write a Book | 07 Feb 2024 | 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. | |||
| 049: Wally Elibiary - Unlocking Client Referrals from Attorneys, CPAs, & other COIs and The 24-7 Mindset | 31 Jan 2024 | 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. | |||
| 048: Triad Member – Mastering Educational Events vs Dinner Seminars & the Impact of Building a Firm vs an Agency Model with Stephen Stricklin | 24 Jan 2024 | 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. | |||
| 047: Top Moments of 2023 - Top Guest Stories, Moments, and Ideas | 17 Jan 2024 | 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. | |||
| 046: Ann Hiatt - Jeff Bezos' Secrets to Success, the DNA of Unicorn Leaders, and How to Bet on Yourself | 10 Jan 2024 | 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. | |||
| 045: Triad Member Spotlights - Top Moments of 2023 | 03 Jan 2024 | 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. | |||
| 044: Triad Member – Cracking the Code on Attorney Referrals & Casting a Vision that Inspires Your Team with Victor Medina | 27 Dec 2023 | 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. | |||
| 043: Jamie Hopkins - Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital World | 20 Dec 2023 | 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. | |||
| 042: Matt Middleton - The Story Behind Future Proof & Transforming Your Live Events into Experiences | 13 Dec 2023 | 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. | |||
| 077: Brad Johnson & Justin Donald - Growing Your Business WITHOUT Sacrificing Your Life (Live on Front Row Dads Podcast) | 14 Aug 2024 | 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. | |||
| 041: Taylor Schulte - Podcasting Playbook for Financial Advisors & Building a Business You Love by Managing Client Expectations | 06 Dec 2023 | 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. | |||
| 040: Triad Member - Leading by Reading, Owning the Pharma Niche, & Strengthening Your Team with Wayne Wagner | 29 Nov 2023 | 01:15:29 | |
Today, I’m talking with Triad Member, Wayne Wagner. Wayne is the president of Vizionary Wealth Management, a firm that’s focused on building legacies for pharmaceutical executives. In this episode, Wayne shares his story of scaling a financial advisory business that’s highly specialized – and how carving out a niche allowed him to add enormous value to his clients lives and differentiate himself among the competition.
3 of the biggest insights from Wayne Wagner …
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. | |||
| 039: Michael Hyatt - Dinner Dates With Your Kids, Winning At Work & Succeeding At Life with the Double Win (Live on Front Row Dads Podcast) | 22 Nov 2023 | 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. | |||
| 038: Jordan Rigi - Building a Business for Unlimited Growth, Freedom & Joy | 15 Nov 2023 | 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. | |||
| 037: Adam Holt - Using Asset Map to Simplify Complexity & Create Meaningful Client Conversations | 08 Nov 2023 | 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. | |||
| 036: Triad Member – Streamlining Ops, Protecting Your Culture, and Scaling to $1B AUM with Michelle Short | 01 Nov 2023 | 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. | |||
| 035: Matt Beaudreau - Reshaping Financial Education & Preparing Kids to Succeed at Life | 25 Oct 2023 | 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. | |||
| 034: Sten Morgan - Leading with Advice, Bridging the Trust Gap, and Generating Referrals | 18 Oct 2023 | 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. | |||
| 033: Jason Khalipa - Elevating Your Mindset | 11 Oct 2023 | 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. | |||
| 076: Triad Member - The Secret Behind 400% Growth in One Year with James and Kris Rea | 07 Aug 2024 | 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. | |||
| 031: Kristin Shea - How Financial Advisors Can Build a Brand That’s Authentic to You | 27 Sep 2023 | 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. | |||
| 030: John Israel - How Handwriting 1,825 Thank You Cards in a Year Changed Me | 20 Sep 2023 | 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. | |||
| 029: Leore Avidar - Investing in Sports Cards, Scaling Businesses, and Hiring Top Talent | 13 Sep 2023 | 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. | |||
| 028: Triad Member - How Empowering a Team Unlocks Exponential Growth with David & Kristy Afraimi | 06 Sep 2023 | 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. | |||
| 027: Joey Coleman - Never Lose an Employee Again | 30 Aug 2023 | 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. | |||