Podcasts about independent financial advisor

What if AI could save you an extra 8–10 hours a week? I'm talking about actual time back. Without adding headcount or overhauling your process.That's what today's guest, Steven Latow, is helping advisors do. He's the Co-Founder of Zocks, an AI assistant built specifically for financial advisors. But Zocks isn't just a note-taker. It automates meeting prep, takes detailed notes from virtual, in-person, and phone conversations, captures action items, and even drafts client follow-ups—without recording a thing. It also integrates directly with your CRM to keep records updated, create tasks, and kick off workflows automatically.In this conversation, we unpack how top advisory firms can leverage AI tools (including Zocks) to save time, streamline operations, and scale in a way that's actually sustainable.Steven makes one thing clear: AI isn't here to replace you, it's here to free you up to do more of what only you can do.If you're looking to grow your firm without growing your hours, this one's worth a listen.3 of the biggest insights from Steven Latow …1.) You don't need to hire more staff to get your time backSteven shared how some advisors are saving 8–10 hours a week just by automating what happens after client meetings—like notes, tasks, and follow-ups. That's a full workday, without adding headcount.2.) AI is becoming the ultimate utility player on your teamIt's helping advisors tag client interests, prep for meetings, even support smooth handoffs from senior to junior advisors. Whether you're growing or transitioning your firm, this tech quietly fills the gaps.3.) Most CRMs are just holding info—AI helps make it usableSteven broke down how AI is turning flat, static data into dynamic profiles that actually fuel your planning and marketing. The data's already there, you just need a smarter way to use it.SHOW NOTEShttps://bradleyjohnson.com/114FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a 10% discount on the Zocks platformTo get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "114" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. Triad partners is a Zocks client and is also a Zocks Ambassador.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion.That's not luck, it's strategy!But how do these deals actually happen? Who's behind them? And why are pro sports teams becoming the ultimate alternative investment?In this episode, I'm talking with Andrew Woodward—former right-hand to Leigh Steinberg, the real-life inspiration behind Jerry Maguire—to explore one of the most exclusive asset classes on the planet: professional sports teams.Andrew is now a key figure at Game Plan, an investment bank that helps broker deals for NFL, NBA, MLB, and NHL franchises. And in this conversation, he reveals how these deals are sourced, why valuations keep exploding, and what advisors can learn from it all.From ownership structures and revenue streams to the rise of private equity in sports, this episode pulls back the curtain on how billion-dollar teams really get bought and sold. The biggest insights from Andrew Woodward …1.) How NFL Agents Earn Trust (and Referrals) for LifeLeigh Steinberg didn't become the inspiration for Jerry Maguire by luck. Andrew shares the relationship-building playbook he learned from Leigh—and how trust, not tactics, is what lands high-profile clients. 2.) Why Pro Sports Teams Are the Ultimate Alt InvestmentThese assets aren't just trophies, they're smart plays in a scarce, high-demand market. Andrew explains the drivers behind skyrocketing team valuations and what makes them so appealing to sophisticated investors. 3.) The Revenue Streams Behind Billion-Dollar TeamsFrom ticketing and sponsorships to media rights and real estate, today's franchises generate income across multiple verticals. Andrew breaks down how these revenue engines work—and what advisors can learn from the way pro teams diversify and scale. 4.) How Private Equity Is Opening the DoorWith team valuations on the rise, leagues are embracing private equity in new ways. Andrew unpacks how this shift is creating more access points for investors.SHOW NOTEShttps://bradleyjohnson.com/113FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP04254372644See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if your best year in business was also your breaking point?That's exactly where Nico Pesci found himself in 2021. His practice was booming, but between 50+ client meetings a week, late-night emails, and missed time with family, the cost was high. He was burning out. Fast.In today's conversation, Nico opens up about the wake-up call that made him rethink everything—and how he rebuilt a business he could scale without sacrificing himself in the process.You'll hear how he went from running Pesci Financial as a solo advisor to launching Momentum Wealth, a firm grounded in purpose, systems, and team. We talk about how he shifted from selling products to helping clients design a retirement they actually want, the mindset shifts that helped him let go of control, and how the death of a close friend reminded him what really matters.This was a great conversation that will challenge you to pause, reflect, and ask: Am I building a business that's actually worth it?5 of the biggest insights from Nico Pesci …1.) What 50+ Meetings a Week Really Cost HimNico opens up about the burnout that came after his biggest production year ever—and how hitting $75M in new assets became the wake-up call that forced him to redefine success.2.) Turning a Personal Brand into a Purpose-Driven FirmDiscover how Nico's shift from Pesci Financial to Momentum Wealth marked more than a rebrand, it was a mindset transformation from ego-driven achievement to team-led legacy.3.) Why Hiring Felt Risky—But Paid Off BigScaling from 5 to 15 team members wasn't easy. Nico shares how he overcame the common advisor fear of “I can't afford to hire” and ended up with more time, more happiness, and more profit.4.) The Power of Slowing Down to Build Systems That ScaleLearn how slowing down to build internal processes became the key to accelerating growth—and why Nico believes systemizing is what separates sustainable success from lucky sprints.5.) Real-World Examples of How Advisors Can Use AIFrom onboarding to client communication, Nico reveals how his team is experimenting with AI to improve systems, reduce workload, and elevate the client journey in ways that scale.SHOW NOTEShttps://bradleyjohnson.com/112FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP04254364012See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ten years ago, I thought success was all about the numbers — AUM, revenue, production, etc. But after two decades in the industry and thousands of conversations with advisors, I've seen behind the curtain.I've met advisors making millions who are secretly miserable… and others earning far less who are truly winning in every category that matters.In this short solo episode, I'm sharing the 5 hard truths I wish someone told me earlier — the same ones we now teach inside Triad. These are the lessons that helped me (and the advisors we coach) grow faster, lead better, and actually enjoy both the business and the life we're building.5 Lessons to Succeed as a Financial Advisor …1.) Relationships Beat RevenueEarly on, I was chasing numbers — production, AUM, call volume. But the most fulfilled advisors aren't chasing clients; they're building real relationships. The kind that go beyond the portfolio and into family, values, and legacy. When you lead with service, the business takes care of itself.2.) Simplicity Sells. Complexity RepelsTop advisors take complex ideas and make them simple. Visuals, frameworks, and analogies aren't gimmicks, they're how you create clarity. And clarity builds trust. If a prospect doesn't understand your value, they won't pay for it. Clarity creates confidence3.) Growth Without Alignment = BurnoutYou can build a business that looks great from the outside and be miserable on the inside. I've seen it too many times. Growth only works if it aligns with your life. If your business doesn't support your values, family, or well-being, it's just a matter of time before burnout hits.4.) Proximity is PowerYou don't need all the answers, but you do need the right people around you. I've seen entire businesses transform because an advisor got in the right room, asked the right questions, and stayed curious. Proximity accelerates growth. Don't go it alone.5.) Advisors Are Leaders (Not Just Planners)Advisors aren't just here to give advice. You're here to lead. To guide families through fear, change, transitions, and uncertainty. If you only give advice, you inform. But when you lead with vision and empathy, you transform. That's the difference between a commodity and a category of one.SHOW NOTEShttps://bradleyjohnson.com/111FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP04254372578See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most leaders struggle to keep top talent. Why? Because when employees don't feel engaged or fulfilled, they often start looking for better opportunities elsewhere.And while competitive pay matters, it's not the only reason people stick around. What if the real key to retention was helping your team achieve their personal dreams?In this episode, I'm talking with Dane Espegard, a leadership expert, Cutco-Vector entrepreneur, and the author of The Dream Machine. Dane has built one of Cutco's most successful sales teams—not by micromanaging or driving harder, but by creating a company culture that makes people want to stay.Dane's Dream System flips traditional leadership on its head. Instead of just setting company goals, he helps his team identify and achieve their personal dreams, leading to higher engagement, loyalty, and performance. The results? A thriving team that's deeply invested in the company's success, because they know the company is committed to theirs.3 of the biggest insights from Dane Espegard …#1.) Stop Postponing Life & Start Retiring NowWhy “someday” is the biggest retirement risk and how small, intentional lifestyle shifts can create freedom long before the traditional retirement age—for both you AND your clients.#2.) The Dream Tracking System That Motivates & Inspires TeamsA simple yet powerful framework for helping your team achieve personal dreams—while boosting engagement and performance at work.#3.) How to Build a Workplace Culture That Spouses Brag AboutDane uncovers the secret to creating a company culture so strong that employees talk about it at home, increasing retention and deepening loyalty.SHOW NOTEShttps://bradleyjohnson.com/110FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get Dane's 1000+ Dreams Spreadsheet - a simple tool to help your team dream bigger!To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "110" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP4254352708See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Your network isn't just who you know, it's who knows you. And if you're not intentional about building the right relationships, you're leaving massive opportunities on the table—especially as a financial advisor who wants to work with high-net-worth clients and take your firm to the next level.That's where Rich Robledo comes in. He's built a thriving real estate business by mastering the art of networking, mentorship, and high-value conversations. Instead of constantly chasing new business, he's created a model where opportunities come to him.In this episode, Rich shares how financial advisors can apply the same principles to grow their practice. From curating the right circles to fostering client loyalty and referrals, he explains how he turned casual conversations into long-term business relationships with ultra-affluent clients.We also dive into his investment philosophy, lessons from past market cycles (including the 2008 crash), and the mindset shift that separates successful advisors from those who stay stuck. If you're looking to elevate your network, build deeper trust with clients, and create a business that grows through relationships, you won't want to miss this one.3 of the biggest insights from Rich Robledo …#1.) The Secret to Building a High-Value Network as an AdvisorSuccess in financial services isn't just about your credentials, it's about who you surround yourself with. Rich shares how he built a community of influential connections through mentorship, strategic events, and authentic relationship-building—principles advisors can apply to attract high-net-worth clients.#2.) How High Net-Worth Clients ThinkRich has worked with ultra-affluent buyers, from high-profile athletes to top executives. He breaks down how they make decisions, what they value most, and how you can position yourself as their go-to advisor.#3.) Real Estate Investing for Long-Term WealthRich plays the long game in real estate. He shares why he holds properties for 10+ years, where he's investing now, and how he structures deals for cash flow and appreciation.SHOW NOTEShttps://bradleyjohnson.com/109FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

New clients fuel growth, but without the right team, your firm will always hit a ceiling.That's exactly why I wanted to speak with Michael & Laura Lehrhaupt, founders of Strategies for Wealth Management and longtime Triad members, who scaled their firm from $41M to $67M in just three years—without adding more hours to their week.Their growth didn't come from just one strategy, it was a combination of TV, webinars, seminars, and educational events, all working together to create an omnipresent brand that positioned them as the go-to firm in their market. They also built a 35,000-person database and implemented a nurturing system that turned cold leads into warm conversations and repeat clients.But the real game-changer? Relentless advisor development. Their daily 9:30 AM training sessions transformed junior advisors into $20M+ producers, proving that growth isn't just about marketing, it's about building a team that can scale the business beyond you.3 of the biggest insights from Michael & Laura Lehrhaupt …#1.) The Power of Omnipresence: Marketing that makes you the go-to advisor in your area requires more than one funnel. Learn how Michael & Laura built a brand that follows prospects everywhere—across TV, webinars, seminars, and educational events.#2.) Why Most Advisors Fail at Hiring & Training: It's not just about finding talent, it's about developing it. Discover the daily training framework that transformed their junior advisors into $20M+ producers.#3.) How a 35,000-Person Database Became a Goldmine: Most advisors ignore their existing audience. Michael & Laura share how they nurture relationships, create re-engagement campaigns, and drive revenue from past clients and prospects.SHOW NOTEShttps://bradleyjohnson.com/108FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join Michelle Martin on Money and Me as she explores the recent surge in Singapore REITs, with the SREIT Index jumping 5.5% last week. Hosted by Michelle Martin with guest Kenny Loh, REIT Specialist and Independent Financial Advisor, they discuss whether lower US Treasury yields, cooling fixed deposit rates, and SGX’s $5B stock package signal a long-awaited S-REIT turnaround. Will investors shift to REITs for better yields? Plus, an inside look at how the recent power struggle at CDL is affecting CDL Hospitality Trusts and investor sentiment.See omnystudio.com/listener for privacy information.

What if understanding one simple framework could transform your marriage, improve communication, and make you a better leader in your business?That's what we're diving into today with Enneagram expert Christa Hardin—and for the first time ever, my wife, Sarah, is co-hosting with me.The Enneagram isn't just another personality test, it's a powerful tool that helps you understand how you and the people around you think, communicate, and handle challenges. Sarah and I have used it in our own marriage, and it's been a game-changer—not just at home, but in running a business and leading a team, too.In this episode, we're breaking down how different personality types handle stress, make decisions, and navigate conflict—insights that are just as valuable for your firm as they are for your marriage. Christa also shares what she's learned from working with couples and business owners, so you can avoid the common pitfalls that lead to frustration and disconnect.Whether you're running a business with your spouse, balancing marriage and entrepreneurship, or just want stronger relationships, this conversation is packed with insights you can start using today.3 of the biggest insights from Christa Hardin …#1.) How Your Enneagram Type Impacts Your Business & MarriageUnderstanding your Enneagram type can help you recognize your strengths and blind spots—not just in your relationships, but in your practice. Are you a natural risk-taker (Type 7) who jumps into business decisions too fast? Or a problem-solver (Type 6) who overanalyzes and struggles with decision fatigue? Knowing this can help you make more confident, intentional choices—both at work and at home.#2.) The 5-to-1 Rule for High-Stakes ConversationsWhether you're talking to a client about their financial future or having a tough conversation with your spouse, the way you communicate matters. Christa shares the 5-to-1 ratio—five positive interactions for every one piece of constructive feedback. Applying this in client meetings builds trust. Using it at home strengthens your marriage. Either way, it's a simple but powerful way to improve communication in every area of your life.#3.) Balancing Business & Marriage Takes StrategyMany financial advisors work with their spouse or have a partner who supports their growing business. The problem? Work and home life start blending together, leading to burnout, miscommunication, or resentment. Christa shares strategies for setting clear boundaries, prioritizing quality time, and making sure your marriage doesn't take a backseat to your business goals.SHOW NOTEShttps://bradleyjohnson.com/107FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Christa's book, "Enneagram in Marriage: Your Guide to Thriving Together in Your Unique Pairing" [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 "107" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If there's one thing that can ruin a great team, it's getting compensation wrong.I've seen it happen over and over—advisors accidentally overpaying, then having to backtrack (and losing their best people). Or underpaying, and wondering why top talent isn't sticking around.In this solo episode, I'm breaking down the 3 biggest compensation mistakes I've seen independent financial advisors make, and how to fix them before they cost you your best hires.If you want to build a team that scales with you, attracts A-players, and doesn't require endless hiring and firing, this episode is for you.3 of the biggest insights from the episode …#1.) Stop Compensating for Today—Start Planning for TomorrowMost advisors set comp structures based on current needs, not where their business is going. The result? A structure that doesn't scale, overpays some roles, and causes resentment among the team. Learn how to future-proof your pay model before it's too late.#2.) Match Compensation to the Role—Not the PersonIf you're deciding pay based on an individual, not the job, you're setting yourself up for chaos. I'll break down why comp should be role-based, scalable, and fair, no matter how many team members you add.#3.) Your Compensation Plan is Only as Strong as Your Training ModelHiring a great advisor? That's step one. But if you don't have a structured training track, you're setting them up to fail. I'll share how to mirror your comp plan with training, so new hires can ramp up fast and start producing sooner.SHOW NOTEShttps://bradleyjohnson.com/106FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP02254220351See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Technology is evolving faster than ever, and financial advisors who ignore it risk getting left behind.That's why I'm sitting down with Shannon Rosic, Director of WealthStack Content & Solutions at Informa, to talk about the cutting-edge advancements that are reshaping the financial services industry. Shannon has spent over a decade at the forefront of fintech, helping firms navigate digital media, AI-driven solutions, and the evolving wealth tech landscape. Known by many as “Gadget Girl” for her creative and engaging approach to fintech storytelling, she's the go-to expert on helping firms harness technology to scale efficiently—without sacrificing the human touch.In this episode, we dig into the future of AI in wealth management, how advisors can future-proof their business, and why the build vs. buy debate is more critical than ever. Plus, Shannon shares her take on the biggest tech trends advisors need to embrace now to stay ahead of the game.4 of the biggest insights from Shannon Rosic …#1.) AI isn't coming—it's already hereIf you're not testing AI-powered tools like automated note-taking, prospecting assistants, and workflow automation, you're already falling behind. AI isn't going to replace advisors, but it will separate those who embrace it from those who resist it.#2.) The Future of CRM & AI-Driven WorkflowsCRMs are evolving from static databases to AI-powered growth engines. The best firms are using AI-driven workflows to automate follow-ups, surface insights, and free up advisors to focus on what matters most—building relationships.#3.) The Must-Have Features of a Client Portal A great client portal isn't just about access—it's about engagement. The best portals deliver personalized insights, intuitive design, and seamless communication, making complex financial planning feel effortless for clients.#4.) Build vs. Buy: Which Tech Strategy Wins?Should firms build their own tools or buy off-the-shelf solutions? The best strategy is often a mix—leveraging best-in-class third-party tech while customizing key elements to fit your firm's unique needsSHOW NOTEShttps://bradleyjohnson.com/105FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get 20% discount for Wealth Management EdgeTo get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "105" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP02254221191See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

For most advisors, scaling a financial firm without sacrificing your personal life can feel completely out of reach—until you meet Triad Members, Brent & Kim Wells. As the husband-and-wife team behind Young Wealth Management, they had to figure out how to work together in the business Kim started, define their roles, and escape the overwhelm of rapid growth.When things started to break, they restructured their approach—leading to a jump from $31M to $49M in new assets in just one year. In this episode, they break down the key shifts that made it possible—from Kim stepping into the CEO seat, to hiring the right people, to creating a culture that fuels growth without the burnout. The best part? They only work 4-days per week! 4 of the biggest insights from Brent & Kim Wells …#1.) The Shift from Operators to Leaders—Brent & Kim realized that scaling their firm meant spending less time on daily tasks and into true leadership roles. By redefining their roles and playing to their strengths—Brent focusing on revenue and client relationships while Kim took on the CEO seat—they created the space to drive long-term growth and build a business that thrives without being in the weeds.#2.) The Power of Building the Right Team—How a standout service advisor evolved into a Director of Operations, bringing the leadership and structure their team needed to scale.#3.) How a 4-Day Work Week Fueled Their Firm's Growth – Brent & Kim structured their schedule to allow for focused, high-impact work while carving out dedicated time for family—proving that working less can actually lead to greater success.#4.) Building a Culture of Recognition—How the ‘Brag Box' and intentional gratitude transformed team morale, boosted engagement, and created a client experience that truly stands out.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre 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 NOTEShttps://bradleyjohnson.com/104FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Young Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Has your CPF account closed already because you turned 55 this year? Join Michelle Martin as she dissects how to make your CPF work for you when you turn 55. Should you keep your money in the 2.5% earning OA or move what you can to the RA for long-term 4%? What are the pros and cons of investing with your OA after age 55 either through CPF or in the open market? If liquidity of your CPF funds are your primary concern, what are your choices and what are the risks associated with each choice? Join Michelle and her guest Kenny Loh, Independent Financial Advisor to understand what happens when you turn 55 with your CPF and discover strategies and options to turning your hard earned CPF monies into income for the long-term. How can you use your monies to purchase T-bills, dividend stocks, and annuities? What interest could you get with different asset classes based on today's market. Plus, get smart insights into tax considerations, liquidity needs, and long-term retirement planning strategies.See omnystudio.com/listener for privacy information.

What if the difference between being good and being truly great was simply a mindset shift?Too many entrepreneurs and business leaders play it safe—setting goals that feel achievable instead of ones that push their limits. They stay “relatable” instead of aiming to be remarkable. But according to today's guest, Jon Acuff, real breakthroughs happen when you set goals that challenge you.Jon Acuff is an INC Top 100 Leadership Speaker and the New York Times bestselling author of ten books, including his most recent, All It Takes Is A Goal.In this episode, we break down why so many people settle for less than they're capable of—and how to break free from it. Jon shares how standing out beats blending in, how AI can amplify (not replace) your work, and why setting bigger, more challenging goals is the key to unlocking remarkable success. We also dive into the psychology of goal setting—why most people fail, how to tap into the right kind of motivation, and why belief follows action (not the other way around).3 of the biggest insights from Jon Acuff …#1.) Remarkability vs. Relatability—Why Playing it Safe is a MistakeMost people try to blend in, but standing out is where the real opportunity lies. Jon explains why financial advisors and business owners should focus on being remarkable rather than just relatable—because the people who get remembered are the ones who dare to be different.#2.) The Future of Content: How AI is Changing the GameAI isn't replacing creators—it's amplifying their work. Jon shares how he's leveraging AI to identify viral moments, repurpose content, and create more impact with less effort. The key? Using AI as a tool, not a crutch.#3.) Motivation vs. Belief—The Key to Achieving Big GoalsIs it motivation or belief that helps you hit your biggest goals? Jon breaks down the two types of motivation—fear-based and reward-based—and why taking action, even before you fully believe in yourself, is what truly leads to success.SHOW NOTEShttps://bradleyjohnson.com/103FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Jon's book, "All It Takes Is a Goal: The 3-Step Plan to Ditch Regret and Tap Into Your Massive Potential" [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 "103" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How many times have you shaken someone's hand, only to forget their name seconds later? Or finished a book, only to realize you can't remember a single idea? We've all been there. But here's the thing—what if you could actually train your brain to think faster, remember more, and gain an edge in both business and life?That's where today's guest, Jim Kwik, comes in. He's the go-to memory coach for top CEOs, elite athletes, and Hollywood A-listers. He's also the author of Limitless, a game-changing book on rewiring your brain for peak performance.Jim's going to break down practical, science-backed techniques to sharpen your memory, cut through distractions, and optimize your brain for success. And if you're a financial advisor, this is huge—because in our business, relationships are everything. The ability to remember names, client details, and key conversations—that's a superpower that sets you apart.3 of the biggest insights from Jim Kwik …#1.) The MOM Method for Unlocking Superhuman Memory – Learn how Motivation, Observation, and Method can help you remember names, recall key details, and build stronger connections effortlessly#2.) The Hidden Cost of Digital Overload – Discover how constant notifications and endless information are rewiring your brain—and what you can do to reclaim your focus and mental clarity#3.) Take Your MEDS for Peak Brain Performance – How Jim's 4-part formula—Meditation, Exercise, Diet, and Sleep—can sharpen your thinking, boost energy, and help you operate at your bestSHOW NOTEShttps://bradleyjohnson.com/102FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Jim's book, "Limitless: Upgrade Your Brain, Learn Anything Faster, and Unlock Your Exceptional Life" [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 "102" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If your business is taking over your life, it's time to step back and rethink the playbook. Success shouldn't come at the cost of everything else. The good news is, it doesn't have to—and I'm the living proof. In this episode, the tables are turned as I take the guest seat on Michael Hyatt and Megan Hyatt-Miller's podcast, The Double Win. We dive into my journey of building Triad Partners—the company I co-founded to help independent financial advisors grow their businesses without losing sight of what really matters.We cover everything from transitioning from a sales-driven mindset to a CEO role, to the importance of therapy for high-achieving entrepreneurs, to why business culture will make or break your success. I hope this conversation gives you practical insights and fresh perspectives to help you break free from the hustle trap.3 of the biggest insights from Brad Johnson & Michael Hyatt …#1.) Breaking Free from the Hustle Hamster WheelMany financial advisors build a business only to find themselves working more hours than ever. We talk about the common cycle of “market, sell, repeat” and how to escape it by structuring your business to scale beyond you.#2.) The Mindset Shift from Salesperson to CEOScaling a business isn't just about bringing in more clients—it's about shifting from a doer to a leader. I share the biggest leadership lessons I've learned while growing Triad from the ground up and building a 100-person team in just four years.#3.) Culture Is EverythingHiring the best talent is important, but if they're not a culture fit, they'll do more harm than good. We break down how Triad built a movement around Do Business, Do Life and why culture is the ultimate competitive advantage.SHOW NOTEShttps://bradleyjohnson.com/101FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most advisors dream of growing their business to the next level without grinding themselves into burnout. But how do you scale without sacrificing your time, freedom, and sanity?In this milestone 100th episode of Do Business. Do Life., I sat down with returning guest, Anthony Pellegrino, founder of Goldstone Financial Group. His first appearance on the show (Episode 16) was one of the most downloaded ever, and now he's back to share how he has doubled his firm's assets year over year—from $232M to over $460M+—all while building a business that runs without him behind the desk.For years, Anthony prided himself on being a machine—unstoppable, always grinding. But a simple conversation with his grandmother changed everything when she told him, "Machines break." That wake-up call forced him to rethink his approach and build a firm that could scale beyond just him.In this episode, Anthony breaks down how he transformed his role from financial advisor to CEO & visionary, built a team of elite advisors, and developed a business model that thrives without him being in the trenches. If you've become the bottleneck in your firm, this episode reveals Anthony's proven system for breaking free and scaling beyond what you ever thought was possible. 3 of the biggest insights from Anthony Pellegrino …#1.) If you're still doing all the client work, you're the bottleneck. Anthony shares how he removed himself from sales, client servicing, and marketing—without losing clients and growing exponentially#2.) Helping others scale strengthens your own success. Anthony doesn't just build his own firm—he openly shares his strategies with other advisors, proving that growth isn't a zero-sum game. His collaboration with leaders like Matt Dixon highlights how teaching others can reinforce your own systems and elevate the entire industry.#3.) Hiring doesn't create competitors—it builds a stronger business. Anthony rejected the fear that training advisors would lead them to go out on their own. Instead, he built a system and culture so strong that top talent never wants to leave.SHOW NOTEShttps://bradleyjohnson.com/100FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.TP01254084361See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Hosted by Michelle Martin, this episode explores how S-REITS' performed in 2024 and the possible outlook for 2025 outlook for Singapore-listed REITs with Kenny Loh, REIT Specialist and Independent Financial Advisor. Gain insights into the best and worst-performing S-REITs, geopolitical risks, and a simple but clear strategy to balance yield and risk. The two also discuss opportunities in data centers, hospitality, and industrial REITs. See omnystudio.com/listener for privacy information.

What do Michelin-starred restaurants and top financial advisory firms have in common? More than you might think.In this episode, I'm talking with Patric Yumul, a hospitality industry leader who co-founded Mina Group with Chef Michael Mina, growing it from 4 restaurants to over 40 worldwide. Known for his expertise in fine dining, brand development, and team culture, Patric has built some of the most notable restaurant concepts in the industry. Now, as the CEO of TableOne Hospitality, he's pioneering a fresh approach to hospitality, creating unforgettable guest experiences that keep customers coming back.We explore the surprising parallels between the restaurant industry and financial services, from managing high-net-worth clients to differentiating in a crowded, commoditized market.You learn all about the power of exceptional service—not just in restaurants, but in any business where client relationships matter (yes, that includes your advisory firm). Patric shares the exact strategies high-end restaurants use to turn first-time guests into lifelong patrons, and we explore how financial advisors can do the same by building trust, creating memorable interactions, and delivering next-level service.The biggest insights from Patric Yumul …The "Keystone Light" Effect: How a simple act of listening and personalized service at The French Laundry created a legendary guest experience—and how you can replicate this level of attentiveness in your own businessWhy Relationships > Transactions: In a world where everything is commoditized, the best way to stand out is through hospitality—making clients feel valued, understood, and like VIPs at every interactionThe Power of Culture in Scaling a Business: Most businesses fail not because of bad products, but because of poor leadership and team culture. Patric explains how he transformed a failing restaurant losing $400K into a thriving business generating $600K by focusing on people firstHandling Poor Performers & Leadership Accountability: Patric stresses that when a team member underperforms, leaders must first look at themselves. Do they have the right tools, training, and expectations? If the issue is misalignment, it's on the leader to fix it. But if a team member lacks motivation, tough decisions need to be made.SHOW NOTEShttps://bradleyjohnson.com/99FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if the very thing that got you here is the one thing holding you back?As financial advisors, it's easy to cling to familiar clients, strategies, or routines—but what happens when those very things start to cap your growth? Today on the pod, I'm talking with Dr. Henry Cloud—bestselling author, acclaimed leadership consultant, and a leading expert in the psychology of success and human performance.He's here to help you identify the habits, mindsets, and decisions that are keeping you stuck—and show you how to break free, so you can create a business that blesses your life, not becomes your life.Henry hits on challenges every advisor is familiar with—things like saying no to clients that aren't a good fit (regardless of how much revenue they drive), letting go of outdated strategies that no longer align with your goals, and building the confidence to step away from what's comfortable to create space for what's possible.One of the things Henry said that really stuck with me is this: "Today might be the enemy of your tomorrow." It's a powerful reminder that growth often means letting go of what worked in the past to make space for what will take you to the next level.3 of the biggest insights from Henry Cloud …#1.) Necessary Endings Propel Growth: Learn why letting go of what no longer serves you is a crucial step toward creating a better future—in both business and life.#2.) The Power of Saying No: Discover how saying no to misaligned clients, opportunities, or tasks creates the space for bigger, more meaningful growth.#3.) Don't Let Fear Make Your Decisions: Master the "ready, aim, fire" formula to confidently ensure every decision aligns with your long-term vision.SHOW NOTEShttps://bradleyjohnson.com/98FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Dr. Henry's book, "Boundaries" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "98" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If I had to start over as a financial advisor, what would I do differently?Today, I'm sharing the lessons I've learned from years of coaching the top 1% of financial advisors. Whether you're just getting started or you're already running a successful firm, this episode is packed with actionable steps to help you avoid the grind and build a business with intention.We're going to cover how to create freedom in your business, maximize your time, and build the structure you need to scale. These aren't just ideas—they're proven strategies that can transform your practice and your life.3 of the biggest insights from the episode …#1.) Your Very First Hire Should Be: Let me just say it—if you don't have someone managing your time, your calendar is running your life. I'll break down why hiring an EA should be your first move, even if it's just part-time or virtual. [link to an episode]#2.) Track the Right Metric: Most advisors focus on revenue or AUM, but here's the truth: the most important number is how many first appointments are on your calendar. I'll show you how to set up a consistent marketing funnel to make sure you never run out of prospects. [link to ideal calendar]#3.) Run Your Business Like a Business: I get it—it's easy to stay in advisor mode. But if you want to scale and create freedom, you've got to start thinking like a CEO. I'll share how to structure your team, define clear roles, and build a business that doesn't fall apart when you take a vacation.SHOW NOTEShttps://bradleyjohnson.com/97FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Have you ever thought, “Is it really possible to scale my business and work less at the same time?” If so, this episode is for you.Today, I'm chatting with Triad Members Craig Sullivan, founder of Sullivan Financial Partners, and Bonnie Becker, the firm's director of operations. They've completely transformed their business, shifting from a founder-led model to a thriving, team-based operation.In just one year, they doubled their business—growing total new assets from $32M to $60M. Yes, part of that growth came through an acquisition, but what really blew me away was how they managed it all so effectively in such a short time.Craig and Bonnie share the practical strategies they used to empower their team, streamline operations, and map out their growth—all while building a fun, client-focused culture.And here's the wildest part… Craig has scaled back to working just 20 hours a week.So, if you're feeling stuck in the “business of one” phase and want to create more freedom in your schedule without sacrificing success, don't miss today's episode. 3 of the biggest insights from Craig Sullivan and Bonnie Becker …#1.) Operational Breakthroughs for Exponential Growth: Learn how Sullivan Financial Partners DOUBLED total new assets in just one year despite scaling back on seminars – largely due to operational efficiency!#2.) Transforming from Founder-Led to Team-Led: Discover key strategies for shifting away from a founder-centric model, including empowering team members, holding effective meetings, and building a collaborative culture.#3.) Plan Your Org Chart to Plan Your Freedom: See how mapping your org chart in advance prevents chaos, smooths scaling, and allows founders to step back—like Craig, who now works just 20–25 hours a week while his business thrives.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre 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 NOTEShttps://bradleyjohnson.com/96FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if the biggest obstacle standing in your way of success was you?Ken Coleman, bestselling author, host of The Ken Coleman Show, and co-host of the nationally syndicated Ramsey Show, reveals how to silence self-doubt and trust your heart to unlock your full potential.In this episode, Ken unpacks his powerful “three wire” cheat code for success—Talent, Passion, and Mission—that has helped countless people discover their true calling and thrive in both work and life.Drawing from lessons learned alongside leadership legends like John Maxwell and Dave Ramsey, Ken also shares practical strategies for scaling your business, hiring all-star talent, and building a life of purpose.If fear and doubt are holding you back, Ken's insights will inspire you to quiet your inner critic, trust your instincts, and step boldly into the work you were wired to do.3 of the biggest insights from Ken Coleman …#1.) Shut Off Your Brain, Trust Your Heart: The brain can sabotage your dreams by amplifying fear. Learn how to silence your doubts, listen to your heart, and identify your true purpose.#2.) Lead Like a Legend: Grow from a solopreneur into a true leader with lessons Ken learned from legends like John Maxwell and Dave Ramsey on transferring trust, scaling your team, and hiring all-star talent.#3.) Do the Work You Were Wired to Do: Understand the three “wires” every human shares—Talent, Passion, and Mission—and how you can use this cheat code to unlock personal and professional success.SHOW NOTEShttps://bradleyjohnson.com/95FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Ken's book, "Find The Work You're Wired to Do" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "95" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP12244047751 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join Michelle Martin on Money and Me! Michelle invites Kenny Loh, REIT Specialist and Independent Financial Advisor to unpack the implications of Donald Trump's re-election on markets, from Bitcoin's record-breaking milestone to US-China relations and Taiwan's strategic future. Discover how Tesla’s rivalry with BYD may reshape the EV market and how generative AI and machine learning could transform the labor landscape. Finally, dive into the latest developments in Suntec REIT’s mandatory cash offer . Don’t miss this comprehensive market exploration!See omnystudio.com/listener for privacy information.

Is it possible to create lifelong clients who are obsessed with your brand? Dennis Moseley-Williams says yes—but only if you stop selling products and start creating experiences that truly change your clients' lives. As a thought leader in the Experience Economy and founder of DMW Strategic Consulting, Dennis has helped countless financial advisors stand out in a crowded market by moving beyond transactional relationships.Many advisors fall into the trap of cookie-cutter service models, leaving clients feeling like just another number. This “race to the bottom” commoditizes your work and makes it easy for clients to leave for someone offering a lower price.By emphasizing less marketing and more experiences, Dennis's approach flips the script and will help you build a cult-like following with an unforgettable brand that truly transforms lives.3 of the biggest insights from Dennis Moseley-Williams …#1.) Sell Experiences, Not Services: Discover Dennis' 6-step framework for designing transformative experiences that result in lifelong customers. #2.) Find Your Big Idea: Use this simple yet powerful prompt to uncover your big idea and avoid simply copying your competitors.#3.) Harness the Power of Rituals: Learn how intentional rituals, like those used by the Four Seasons, can foster client loyalty and belonging (PLUS a new ritual you should implement in your own practice immediately!).SHOW NOTEShttps://bradleyjohnson.com/94FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Dennis' book, "Serious Shift: How Experience Staging Can Save Your Practice" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "94" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Have you ever wondered how McDonald's turned a simple hamburger into the Big Mac—one of the most iconic products in the world? What made them so different from every other hamburger stand that existed? They didn't just sell ingredients; they sold a process, a unique experience that only they could deliver.Most financial advisors fall into the same trap as the countless hamburger stands that never made it big. They focus on selling “ingredients” like annuities, ETFs, or asset managers. But when your offer looks and sounds just like the firm's down the block, how can clients tell the difference? McDonald's thrived because they didn't just sell hamburgers—they sold a Big Mac. And in the same way, the advisors who scale their businesses are the ones who package their expertise into a proprietary, one-of-a-kind process that clients can't get anywhere else.In this episode, I'll show you how to do the same for your advisory firm by turning your services into a proprietary, trademarked process that sets you apart in a crowded industry.3 Big Insights from This Episode:1.) Packaging Is Key: Stop listing “ingredients” like tax planning and investment management. Instead, create a proprietary, trademarked process that sets your firm apart and builds trust.2.) Speak Aspirationally, Not Informationally: Clients don't care about Sharpe ratios or betas—they care about living their dream retirement. Learn to frame your services around the outcomes your clients actually want.3.) Simplify the Complex: Confused prospects never buy. Use clear, tangible demonstrations to take clients from overwhelmed to confident about their financial future.SHOW NOTEShttps://bradleyjohnson.com/93FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Process VS Product Coaching VideoWant to go even deeper on the topic of creating a proprietary process so you can stand out and scale? I'm sharing a video I recorded years ago, that gives bonus insights and case studies to model. If you want access, text the number "93" to 785-800-3235 and we'll be sure to send you a link to the video. FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.TP1123960879See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Can you scale your business at breakneck speed without sacrificing the service you provide or your quality of life? Triad members Dana and Tyler Dunkelberger from Reliance Financial Partners, have proven it's possible.Their story is one many advisors will find relatable. Starting as a small team of six, they wore many hats and achieved impressive results, averaging $30M in new assets annually. But with growth came mounting stress, and they eventually hit a plateau. Fast forward to November 2024, they're on pace for $90M in new assets.But it wasn't always smooth sailing. Like many advisors, they found themselves stretched too thin—caught in the grind of endless seminars and meetings while struggling to scale sustainably. They were on the verge of total burnout and realized they'd become their own worst enemy.Their solution? A radical shift in mindset that prioritized leadership, strategic hiring, and streamlined processes. The result: 3x growth, happier clients and families, and a thriving business that allows them to truly do business, do life.3 of the biggest insights from Dana & Tyler Dunkelberger …1.) Unlock Growth Through Strategic Hiring: How hiring new staff and nearly tripling their team size has led to Dana and Tyler nearly TRIPLING their growth. 2.) The Secret to Scaling Without Burnout: Learn how redefining roles and implementing smarter systems helped them achieve exponential growth while preserving their time and energy.3.) Process Over Product: See how a simple shift to their approach boosted client outcomes and increased their average case size by 4x.SHOW NOTEShttps://bradleyjohnson.com/92FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Alonso Rodriguez Segarra (https://advise-financial.com/) is a CERTIFIED  FINANCIAL PLANNER™ who provides hourly, fee-only, and fiduciary financial planning services. He has over 20 years of experience in the financial world and has been named among the Top 100 Financial Advisors in the US by Investopedia. I'm not a really good golfer, but my two daughters are on their way to becoming fantastic golfers. He is presently the CEO of Advise-Financial. In this episode, Chris and Alonso discuss: 1. The Value of Tax Planning for Your Clients 2. Turning Hourly Services into Recurring Revenue Streams 3. The Rise of Bilingual Financial Education 4. The Pros and Pitfalls of Lead Generation Services for Financial Advisors LinkedIn: linkedin.com/in/alonso-rodriguez-segarra-cfp®-81901686  Website: https://advise-financial.com/  Instagram: https://www.instagram.com/alonsofinanzas/ YouTube: https://www.youtube.com/@AdviseFinancial Spanish YouTube: https://www.youtube.com/@advisefinancial1515  Maximize your marketing, close more clients, and amplify your AUM by following us on:  Instagram:  https://instagram.com/ultrahighnetworthclients  TikTok: https://tiktok.com/ultrahighnetworthclients  YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast  Twitter: https://twitter.com/uhnwcpodcast  iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com  Work with us: https://famousfounder.com/fa  DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Join Michelle Martin as she explores the buzzing S-REITs sector with a focus on data centres! Hosted by Michelle Martin with guest Kenny Loh, REIT Specialist and Independent Financial Advisor, who starts with a surprising answer on who he sees as top performers in the  among S-REITs over the past month - he has none in his sights! After parsing the laggards, Michelle and Kenny discuss Keppel DC REIT's landmark $1.38 billion acquisition of AI-ready data centres and its implications for the regional investment landscape. Discover the driving trends behind data centre demand and their investment potential in a shifting interest rate environment. Plus, hear insights on how to position your portfolio as 2024 wraps up. It's a deep dive into the present and possible future performance of a segment of the market that is powering the AI wave you don't want to miss!See omnystudio.com/listener for privacy information.

In nearly two decades of working with some of the world's top independent financial advisors, I've seen all kinds of hidden addictions—and, honestly, I've been guilty of a few myself. From the outside, it might look like everyone has it all together: polished, successful, in control. But beneath the surface, even the most disciplined and high-achieving people in this business are dealing with struggles we rarely acknowledge. And it's not always the obvious issues society labels as “addictions.” Oftentimes they're subtle, often invisible patterns we fall into—patterns that can damage relationships, compromise health, and eventually eat away at our peace of mind.That's why I wanted to invite Ian Cron on the show. He's releasing a new book, The Fix, which takes a fresh and deeply compassionate look at these hidden habits. Ian points out that while most people think of addiction in terms of substances like drugs or alcohol, there's a whole spectrum of “quick fixes” that quietly complicate our lives—things like overworking, people-pleasing, or constantly chasing achievement. These behaviors might not leave bottles stashed in desk drawers, but they can be just as damaging. Ian shares practical principles from his book that go beyond traditional ideas of addiction, offering guidance for anyone who wants to reclaim control, set healthier boundaries, and live a more intentional life.3 of the biggest insights from Ian Cron …1.) How to recognize hidden addictions—and why no one is immuneAddiction isn't always obvious. Ian breaks down how even the most successful people can fall into patterns of overwork, people-pleasing, or constantly chasing success. Learn how to identify these hidden habits and take the first step toward breaking free.2.) The growing grip of technology addiction—on us and our kidsFrom endless scrolling to digital distractions, technology has quietly become one of the most pervasive addictions. Ian shares insights into how it affects not just adults but our children, and how to reclaim our focus and connection in a hyper-digital world.3.) A fresh, practical take on the 12-Steps for everyoneIan modernizes the timeless principles of the 12 Steps for recovery, making them accessible for anyone—not just those battling substance abuse. Discover how these steps can help you build healthier boundaries, reconnect with what matters, and create lasting change in your life.SHOW NOTEShttps://bradleyjohnson.com/91PRE-ORDER YOUR COPY OF "THE FIX" Go grab a copy of Ian's book, The Fix: How the Twelve Steps Offer a Surprising Path of Transformation For the Well-adjusted, the Down-and-Out, and Everyone in Between. It officially comes out in January, but if you pre-order you'll get immediate access to the first chapter.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Building a business shouldn't mean sacrificing your life, but far too often, that's exactly what happens in our industry. In this live conversation from the FutureProof event, I sit down with my co-founder at Triad Partners, Shawn Sparks, to dig into a different approach—one that lets you scale your advisory business, so you can grow without burning out or missing out on what matters most.Over the years, Shawn and I have seen so many advisors hitting huge milestones—bringing in $50 million, $100 million, even north of $300 million in new assets per year. But the cost? Their time, their health, their families. But it doesn't have to be this way. We've also witnessed advisors reach incredible levels of success without giving up what matters most. In this episode, you're going to hear some of those stories AND you're going to learn the 5 transformative principles from Shawn's new book, The Advisor Transformation—principles that help advisors build businesses that serve their lives, not the other way around.If you're an advisor looking to build a business of significance—one that enhances your life instead of draining it—this episode is for you.3 of the biggest insights from Brad Johnson and Shawn Sparks…1.) The Five Principle Framework: Discover how these five essential principles drive unlimited growth and help you unlock more fun and freedom along the way.2.) Create a Culture Where Success is Inevitable: The right culture makes success a natural outcome, and Shawn and I share our best advice for building a passionate, value-driven culture and retaining your top talent.3.) The Secret to a Winning Sales Process: Learn how to escape the hamster wheel of non-stop sales meetings and establish a scalable sales process that empowers your team and drives growth.SHOW NOTEShttps://bradleyjohnson.com/90FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Shawn's book, "The Advisor Transformation: The Ultimate Guide to Growth, Freedom, and Joy for Financial Advisors" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "90" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

-- Are you a real estate photographer thinking about adding Matterport? -- Are you in a completely unrelated career and thinking about making the leap? -- How did an Independent Financial Advisor transition to offering Matterport and related services? Stay tuned! On WGAN-TV Live at 5 (5 pm ET) on Thursday, 7 November 2024, my guest is Meidansha Inc. President Daniel Brown: WGAN-TV-Daniel Brown with Meidansha: My Journey as a Matterport Service Provider Daniel will tell us about his Matterport Service Provider journey, plus I will ask Daniel what would he do differently with if adding Matterport today. Some of the questions that I will ask Daniel: 1. Tell us about Meidansha today: Services Offered | Categories of Clients | 2. When/Why did you buy: Matterport Pro2 Camera, Leica BLK360 G1, Insta360 (R One, x3, x4), Ricoh Theta Z1 3. Other related camera gear? Drone? 4. Deeper dive into Matterport and related services 5. About the journey as a MSP: how did you learn about Matterport? When? How did you get started? 6. If you were starting today with Matterport, what would you do differently? 7. Matterport related tips for developing business (new business and client retention) 8. Talk us through some of your tours: Example Tours by Meidansha Inc. President Daniel Brown Kobe Convention Center (400,000 SQ FT) | Tour by https://virtualtour.productions/kobe_convention_center/kkc2024/index.htm Kobe Convention Center is a complex of 4 Large Buildings (Here is one of the buildings.) https://3d.walkthroughs.online/show/?m=HDSJBxoVgvu Kobe International Exhibition Hall 2 | Includes Scans from a Leica BLK360 G1 https://3d.walkthroughs.online/show/?m=V1Tz56PTino Daniel John Brown ✓ Meidansha Inc. President ✓ LinkedIn: Daniel John Brown ✓ Daniel Brown on Flickr

Throughout my years of coaching advisors, I've noticed one of the most common traps they fall into is letting meetings run too long. It may feel like good service, but long, unfocused meetings can quietly chip away at your credibility.Today, I'm sharing The 15-Minute Warning Knock Concept—a simple, yet powerful framework to help you set boundaries, improve efficiency, and show clients that your time is as valuable as the advice you give.BTW, this concept builds on episode 81 “Optimize Your Calendar to Maximize Revenue and Freedom,” so if you haven't listened to that, definitely go check it out. 3 of the biggest insights from the episode …1.) Master Your ACE: Learn how to leverage the 15-Minute Warning Knock to establish Authority, Credibility, and Exclusivity (ACE) without stretching yourself thin.2.) Stay on Schedule: Why the warning knock builds accountability into your day, keeping you on time and giving each client their full focus.3.) Maximize the Final 15 Minutes: The final minutes of each meeting reveal clients' top concerns and buying signals. This system helps you bring those to the forefront efficiently.SHOW NOTEShttps://bradleyjohnson.com/89FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm sitting down with Triad member Matt Dixon, the founder and CEO of TRU North Advisors, to discuss the blueprint he followed to double his business three years in a row while pursuing a life of true significance. Matt was an independent financial advisor gathering $23 million in new assets in 2021, and today, his team is on track to gather $160 million this year—a staggering 7X growth in just three years! But it's not just about the numbers.In this episode, Matt dives into how becoming a better leader, setting clear and consistent goals, and staying grounded in humility have been the keys to his success. More importantly, he explains how shifting from chasing success to pursuing significance has transformed not only his business but also his personal life, including major milestones like growing his family.If you're looking to scale your business, evolve as a leader, and create a passionate, purpose-driven team, this conversation is loaded with actionable insights you can start leveraging today.3 of the biggest insights from Matt Dixon…1.) Setting Goals That Lead to Growth: Matt shares how being a lifelong learner and writing down clear, specific goals has been essential to achieving 7X business growth in just three years.2.) Significance Over Success: How to build a profitable business that also blesses others and brings deeper meaning to your life.3.) Build a Business Bigger Than You: Learn how to craft a culture of passionate contributors who grow alongside the business. SHOW NOTEShttps://bradleyjohnson.com/88FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.

Today, we're recording the pod LIVE from Future Proof – the world's largest wealth festival.I sat down with Tim White, Co-Founder of Wealth.com, and Sara Baker of Triad Wealth Partners to talk about the new tech transforming estate planning for advisors. I know estate planning isn't the sexiest topic, but Wealth.com is doing some seriously cool things to make it easier for advisors to help their clients.Estate planning is full of legal hurdles and outdated processes. Advisors waste hours manually updating documents, chasing attorneys, and keeping up with changing state laws – it's frustrating.What's cool is, Wealth.com automatically updates estate plans when clients' lives change, so advisors don't have to manage these updates manually. Plus, it uses AI to handle state-specific legal details, keeping plans compliant no matter where clients move.Their platform does a lot behind the scenes, but it's all about reducing friction, which is why I know you're going to love today's episode.3 of the biggest insights from Tim White & Sara Baker …Find out how Wealth.com automates and streamlines the entire estate planning process, so your team can spend less time on paperwork and more time building client relationships and growing your businessLearn how AI is revolutionizing estate planning – and how you can leverage it to keep your clients' estate plans current and compliant Hear about how Wealth.com combines cutting-edge tech with a built-in network of legal experts, capable of handling complex cases, saving you the headache of chasing down attorneys. SHOW NOTEShttps://bradleyjohnson.com/87FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm talking with branding expert Amanda Brinkman, who shares her powerful “do well by doing good” philosophy—proving that you can build a thriving business while making a positive impact on the world.Amanda's worked with big-name brands like BMW, Reebok, and Sony, and she even produced the hit show “Small Business Revolution: Main Street” alongside Ty Pennington and Robert Herjavec from Shark Tank.In this episode, Amanda explains how financial advisors can tap into purpose-driven branding to stand out and grow their business in a way that truly matters.She also shares practical tips on how to reclaim your time so you can build a business that works for you—not the other way around.If you want to build a successful business that blesses your life, rather than becomes it, this episode is for you. 3 of the biggest insights from Amanda Brinkman …Do Well by Doing Good: Learn how aligning your business with purpose-driven actions not only drives growth but also creates a lasting positive impact.Buy Back Your Time: Discover Amanda's strategy to reclaim your time, giving you the freedom to "retire a little more" each year—without sacrificing success.Pursue Your Purpose: Unlock the steps to align your personal and professional life with a deeper purpose, so you can achieve true fulfillment.SHOW NOTEShttps://bradleyjohnson.com/86FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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. TP09243739602See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's episode is a tough one, but an important one. I wanted to take a moment to honor someone who profoundly impacted my life – my friend, John Ruhlin.Tragically, John passed away unexpectedly about 2 months ago at just 44 years old. When I first heard the news, I was in complete shock, and I've been doing my best to process it ever since. For those who knew John, you'll understand when I say he was one of the greatest relationship builders of all time. He had a gift for connecting with people in a way that was truly special. Losing someone like John – a close friend and a larger-than-life presence – makes you reflect on what truly matters in life.I'm heartbroken by his loss, but at the same time, I feel incredibly grateful to have known him. He taught me how to show up differently, how to treat others with genuine care, how to connect on a deeper level, and how to give without expecting anything in return.In this episode, I'm sharing the many lessons John taught me – lessons that continue to shape how I live my life. My hope is that by sharing his wisdom, I can honor his legacy and pass on some of the incredible insights that made John who he was.UPHOLDING JOHN'S LEGACY: 2 WAYS TO GET INVOLVED#1. PLEASE SUPPORT HIS FAMILY Honor John's legacy and support his family by making a donation. Every little amount helps and will go directly towards taking care of his wife Lindsay, and their four daughters (Reagan, Blakely, Saylor, & Layton – age 4 to 13). CLICK HERE to make a donation.#2. GET THE REFERRAL PARTNER TRANSFORMATION COURSE John deeply understood that becoming 'radically referrable' meant building lasting relationships and staying top of mind when it matters most. He developed a thoughtful, sustainable system for creating meaningful connections and generating referrals. In honor of his legacy and the generosity movement he championed, his team is offering a special discount on the course to DBDL listeners as a way to continue sharing his timeless principles. If you're interested in the course, CLICK HERE.SHOW NOTEShttps://bradleyjohnson.com/85FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.TP09243739596Copyright 2024 Triad Partners, LLC all rights reserved.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm sitting down with Triad members John McNeil and Virginia O'Brien, the father-daughter team behind a 103-year-old family firm, to learn how they grew their net AUM by 20% in just 7 months by combining legacy with innovation.Mobile Bay Financial Solutions has had four generations of family leadership, and in this conversation, we dive into how it evolved from its insurance roots in 1922 to a modern, full-service financial planning powerhouse with roughly $50 million AUM.For many advisors, navigating industry changes like compliance, technology, and staying relevant can be overwhelming—especially for family-run firms trying to innovate without losing their identity.John and Virginia reveal how they modernized their practice, streamlined processes, and deepened client relationships while preserving the values that have sustained their firm for a century.If you're looking to innovate and grow without sacrificing your roots, this episode is full of actionable insights.3 of the biggest insights from the episode …The Secret to Building Generational Trust: Learn how to keep your clients' heirs by building a multi-generational plan that goes beyond investments and locks in trust for life.Becoming a 95% Closer: John reveals how their team closes 95% of new business by effectively educating their prospects. Combining Legacy with Innovation: Discover how to stay relevant and competitive by embracing new systems and technologies without losing your foundational values. FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre 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 NOTEShttps://bradleyjohnson.com/84FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information.Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. Copyright 2024 Triad Partners, LLCTP09243739589See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to a special episode celebrating 15 years of IDA Wealth!

Today, I'm sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter.Starting at just 25, Thomas quickly earned recognition as one of Investopedia's Top 100 Financial Advisors in both 2022 and 2023. By focusing on creating valuable, engaging, and authentic content, he turned Twitter into a powerful growth engine for AllStreet Wealth. In this conversation, Thomas shares actionable advice for financial advisors like the step-by-step methods he's used to drive 97% of new assets from Twitter, build an engaged audience of 28,600 followers, and create content that converts. So you're looking to amplify your online presence, build your personal brand, and grow your advisory firm, this conversation is packed with actionable insights from one of the industry's rising stars.3 of the biggest insights from Thomas Kopelman …Focus on Actions, and Results Will Follow: Discover how leveraging mentorship and continuous learning can drive rapid growth in your business.How to Harness the Power of Twitter: Thomas breaks down the exact steps he used to go from 0 to 28,600 followers, turning Twitter into a marketing funnel that generates 97% of new business!The Content Creation Playbook: Learn how to generate good ideas, stand out from the crowd, and build a personal brand that attracts new clients.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 10% discount on Thomas's course, How to Build Your Personal Brand and Get Your First Client from Social Media. *Please note, Triad is an All Street Academy Ambassador.To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "83" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/83FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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. TP09243739583See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm joined by Demi-Leigh Tebow who shares how she uncovered her true identity, built unshakable faith, and overcame profound adversities like the loss of her sister and surviving a violent carjacking.Demi is no stranger to the spotlight. She was crowned Miss Universe in 2017, married famous NFL quarterback Tim Tebow in 2020, and recently released her best-selling book, A Crown That Lasts. Alongside her personal achievements, she's deeply committed to charity work through the Tim Tebow Foundation.But behind the success, Demi's journey has been marked by significant challenges. Whether it was redefining herself beyond her career, coping with her sister's severe special needs and subsequent loss, or escaping a brutal carjacking in South Africa, Demi has faced major trials that tested her resilience and faith.In this episode, Demi shares powerful insights on overcoming adversity, finding your true identity, and becoming the best version of yourself, both professionally and personally.3 of the biggest insights from Demi-Leigh Tebow …#1 Stop Letting Your Success Define YouChasing accolades and achievements won't bring lasting fulfillment. Demi reveals how to find true self-worth beyond titles and awards—something every financial advisor needs to hear in a results-driven industry.#2 Who's in Your “Pit Crew” Supporting You?Demi's success didn't happen in isolation. Discover the importance of building a trusted inner circle that has your back when life (or business) throws challenges your way.#3 How Do You Handle Life When It Doesn't Go According to Plan?Adversity is inevitable. Learn Demi's proven approach to transforming setbacks into opportunities for growth, and how to keep moving forward even when everything feels out of control.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Demi's book, "A Crown that Lasts: You Are Not Your Label" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "82" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/82FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.

Today, I'm flying solo—no guest, just me on the mic. But I'm tackling a topic that could make or break your business: optimizing your calendar for maximum revenue and freedom.I'll share real-world stories and frameworks that have helped countless financial advisors like you transition from solo players to true business owners. By the end of this episode, you'll know exactly how to systematize your calendar, maximize your revenue-producing hours, and protect your personal life.If you've ever felt like your calendar is running you instead of the other way around, this episode is a must-listen.3 of the biggest insights from Brad Johnson …The Swiss Cheese Calendar Problem: Why random, scattered meetings kill productivity and how to fix it by batching your appointments.How to structure your week to focus on high-value, revenue-producing tasks and avoid burnout.The importance of building boundaries by setting non-negotiables, like protecting weekends and family dinners, to maintain a healthy work-life balance.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre 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 NOTEShttps://bradleyjohnson.com/81FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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. TP09243739571Copyright 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.

Today, I'm talking with the family behind Unified Legacy Advisors (ULA)—a firm that has successfully scaled from $14 million to over $100 million in assets in just five years.Founded in 2019 and joining Triad in 2022, the Nebens are an incredible example of process-driven growth. Their clear brand manifesto focused on helping clients “Retire Fearlessly” has become the foundation of their business strategy and is pivotal to their success.In this conversation, we explore the key processes that have fueled ULA's rapid growth, from intentional hiring practices to innovative sales and prospecting techniques. The Nebens' nearly 10X growth is a testament to the effectiveness of these strategies, and today, they're sharing the insights behind their journey.3 of the biggest insights from the Nebens …Why crafting a compelling brand manifesto like "Retire Fearlessly" is essential for exponential growth—and how it becomes the driving force behind everything you do, from client interactions to enhancing company culture and attracting top-tier talent.How to transform your book into a powerful lead-generation tool that educates clients, markets your services, and drives referrals—particularly from high-net-worth individuals.A simple yet effective tactic every advisor can use in the first meeting to qualify prospects more efficiently, ensuring your team spends time building plans for the right clients.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 call with BradTo 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 NOTEShttps://bradleyjohnson.com/80FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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. TP08243739568See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 …The psychology behind dressing for success and how elevating your wardrobe can boost your confidence and make you more relatable to high-end clientsWhy sticking to timeless, professional styles is more impactful than chasing fleeting trends – and simple style hacks that every advisor can useThe power of discovering your personal style and why spending on quality pieces that fit well is a long-term investment in your personal and professional success.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get 10% Off of Bentley's Standard Styling PackageTo 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 NOTEShttps://bradleyjohnson.com/79FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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. TP08243739562Copyright 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.

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 …The pursuit of excellence and the story of how Will created the #1 restaurant in the world. The power of unreasonable hospitality – and how to use “The 95/5 Rule” to create unforgettable experiences that your clients will talk about for years.What high net-worth clients really want! Find out why understanding, flexibility, and personalized care are non-negotiables for attracting high-value clients like Will.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday'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 NOTEShttps://bradleyjohnson.com/78FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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.

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 …How to build a team that wants to do business and do life together – AND a culture that attracts great talent in the process! Why work-life balance is a myth – find out why work-life integration is the secret to making your business serve your life, not become your life.The Johnson's core family values – and how they use those values as a north star for making tough decisions and building a life by design, not by default. SHOW NOTEShttps://bradleyjohnson.com/77FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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. TP08243623584See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 …Learn to stand out from every other advisor, deeply understand your mission and values, and transform your business into a powerhouse of growth and significance.The mindset shift needed to attract and retain top talent – and how getting the right people on the bus can take you out of the drudgery zone, free up your time, and unlock new levels of success. How your words shape your reality–believe you can achieve more, align with the right people, and watch your bold visions come to life.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 call with BradTo 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 NOTEShttps://bradleyjohnson.com/76FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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. TP08243734025See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm chatting with Chris and Melissa Smith, the power couple behind Family Brand.Chris and Melissa's story is one of transformation—they were on the brink of divorce in their fourth year of marriage, but nearly 20 years later, they now have a thriving family with five incredible children.They realized that as entrepreneurs, we often invest so much time and money into the brand, strategy, and culture of our businesses... but in the process, our families end up taking a back seat. Don't our families deserve the same intentionality and commitment we give to our businesses?That realization led Chris and Melissa to write a different story for their family. They founded Family Brand to help other families create a culture by design (not by default), define and live by powerful core values, and craft a clear vision for the future.In this episode, you'll discover practical tips and inspiring insights to help you become a better parent, a more supportive spouse, and build a stronger, more united family. If you're ready to transform your family life, this conversation is a must-listen.3 of the biggest insights from Chris & Melissa Smith …Decide your family values before someone else does it for you – learn how to use the “Language Creates” concept to get your family to truly buy in!Why you should model your family culture after In-N-Out Burger instead of McDonalds if you want true success for your family.The power of rituals to create (and maintain) your family's identity – and why research shows that families who eat together don't just stay together but are also more successful and happier!FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Family Brand Academy discountTo get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "75" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/75FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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.

Today, I'm excited to sit down with Sara Baker, a leader with over 15 years of financial services experience and our President of Triad Wealth Partners.Sara's journey began as a Division 1 volleyball player, transitioned through a successful legal career, and ultimately led her to become a leader at two of the largest wealth advisory firms in the country – I'm talking assets north of $240 BILLION! Bottom line: Sara is sitting on a gold mine of experience, and in this episode, she shares tailored insights that financial advisors will be hard-pressed to find anywhere else (like how to build a profitable fee schedule from Day 1). If you're looking to grow fast, avoid burnout, and build a highly profitable financial advisory firm, this conversation is packed with actionable advice you can start implementing today. 3 of the biggest insights from Sara Baker …Proven strategies for rapid growth and avoiding burn out – lessons Sara learned firsthand from working at two of the largest wealth advisory firms in the country! How to conquer analysis paralysis by adopting a minimal lovable product mindset. A step-by-step guide to reverse engineer your fee schedule, increase profits, and run your business (and life) the way you want toFREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 call with BradTo 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 NOTEShttps://bradleyjohnson.com/74FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information.Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. Copyright 2024 Triad Partners. All rights reserved.TP07243623567

Today I'm sharing something that I've never talked about publicly: my personal journey with therapy… and how it single-handedly saved my marriage. Because the truth is, when I was busy putting my blood, sweat, and tears into getting Triad off the ground, everything else in my life slowly began falling apart around me.Therapy is what helped me restore and even level up every aspect of my life – including becoming a better entrepreneur, father, and husband.Now, I firmly believe EVERY entrepreneur should be in therapy.That's why I'm going deep today and sharing some intimate details and key lessons from my own therapy journey. My hope is that it will help you spot opportunities where you can also level up and start doing business and life even better.3 of the biggest insights from Brad Johnson …A powerful story highlighting Michael Hyatt's vulnerability and success in therapy – and how that taught me that true strength lies in seeking help.Why nobody is willing to follow volatile leadership, and how therapy gives you the tools to become a calm and confident leader instead.Why I believe therapy needs a massive rebrand – without the stigma! Going to therapy is not a sign of weakness, it's just another form of coaching and a giant step toward becoming the best version of yourself.TO ANYONE WHO IS STRUGGLINGIf you're hurting right now and need somebody to talk to, please reach out and I will do my best to personally help. Whether that's hopping on a quick call to lend an ear OR sharing the resources that helped me during times when I was quietly struggling. Email brad@bradleyjohnson.com and we'll go from there.JOIN THE DBDL INSIDER CREWTo 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 NOTEShttps://bradleyjohnson.com/73FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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.