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CC410: On this month's bonus episode... Lindsie and Kail answer questions straight from the Facebook group. Somehow that involves them looking up uncircumcised peen pics, asking themselves if everyone has a guilty conscience, and Lindsie and Kail give us the worst dates they've been on. And of course, it wouldn't be Coffee Convos Foul Play without a queef story.Thank you to our sponsor!Better Help: This episode is brought to you by BetterHelp. Visit BetterHelp.com/coffee today to get 10% off your first monthChime: Get started at chime.com/convosHers: Visit online today at Forhers.com/COFFEECONVOSIQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for helpWayfair: Visit Wayfair.com or get the Wayfair mobile app.Full video is available on Patreon: Patreon.com/kaillowrySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's Comfy Convos, things get wild! Kail has another urgent bathroom emergency that involves a locked porta-potty and Lindsie shares a crazy kidnapping dream that leaves them feeling uneasy. Kail also talks about a recent chicken incident with a neighbor and explains how she's been managing her egg stand. Lindsie explains the sleepmaxing trend, they read some AITAs and Kail is surprised to hear that 40+yr olds are giving birth more than teens these days. And of course, there's a Foul Play story involving a VERY unfortunate porta-potty incident at the Houston Rodeo.We've been nominated for a Webby Award! Voting is open until April 17th.https://vote.webbyawards.com/PublicVoting#/2025/podcasts/shows/lifestyleThank you to our sponsors!IQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for helpProgressive: Visit Progressive.com to learn moreRocket Money: Manage your expenses the easy way by going to RocketMoney.com/COFFEECONVOSThrive Causemetics: New customers get the Liquid Lash Extensions Mascara and a mini-sized Brilliant Eye Brightener at a special set price with free shipping. Save more with 20% off your first order at https://thrivecausemetics.com/COFFEEVegamour: Go to Vegamour.com/coffeeconvos and use code coffeeconvos to save 20% on your first orderWayfair: Visit Wayfair.com or get the Wayfair mobile app.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Lindsie is ready to be a sushi chef and Kristen says she might have worms in her brain. Lindsie orders a new washer to fulfill the need of washing everything all the time, which is kind of goals but also concerning. The conversation about Jackson's graduation party leads to coparenting talk and Lindsie still stands by her stance that she'll always make sure her and Will are on the same page for Jackson's sake. A viral story about people going missing in Atlanta after going to an Indeed job posting might be a hoax, but a report about nurses developing brain tumors at a hospital in Massachusetts is very much concerning. They also discuss a father who was found not guilty of manslaughter after accidentally running over his son with a tractor. Lastly, Lindsie and Kristen share their thoughts on the importance of self-care and the struggle to prioritize rest over "hustling" Thank you to our sponsors!Beams: Get up to 40% off for a limited time when you go to shopbeam.com/TEA and use code TEAIQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for helpLume: Control Body Odor ANYWHERE with @lumedeodorant and get 15% off with promo code Southerntea at LumeDeodorant.com!OpenPhone: Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/southernteaSee 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.

CC408: Kail and Lindsie share their recent experiences, including a spontaneous trip to Mexico that took a turn due to illness. They share what icks the other one gives them, Kail's unhinged thoughts on aging and mortality, and intriguing conspiracy theories. Finally, they wrap up by discussing which celebrity they should be paired up with, Lindsie wanting to hangout with more lesbians, and somehow they start comparing exes to fast food. Lastly, today's Foul Play reminds us the importance of addressing privacy and sex education in parenting.We've been nominated for a Webby Award! Voting is open until April 17th.https://vote.webbyawards.com/PublicVoting#/2025/podcasts/shows/lifestyleThank you to our sponsors!Better Help: This episode is brought to you by BetterHelp. Visit BetterHelp.com/coffee today to get 10% off your first monthFast Growing Trees: Get an additional 15% off your first purchase at FastGrowingTrees.com/coffee using the code COFFEE at checkout. Limited time, terms and conditions may apply.Honey Love: Start spring off right with Honeylove. Get 20% OFF by going to honeylove.com/Coffee! #honeylovepodIQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for helpProgressive: Visit Progressive.com to learn moreSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Author and Nashville content creator Jessica Turner (@JessicaNTurner) sits down with Lindsie to talk about how she rebuilt her life after her husband came out as gay after 16 years of marriage. Check out Jessica's book I Thought It Would Be Better Than This out now!Thank you to our sponsorsGoPure Beauty: Get 25% Off @goPure with code Southerntea at Gopurebeauty.com/Southerntea #goPurepodHiya Health: Receive 50% off your first order at hiyahealth.com/SOUTHERNTEAHoneyLove: Spring's here, time to get dressed up again! Get 20% OFF by going to honeylove.com/Southerntea! #honeylovepodIQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for helpLume: Control Body Odor ANYWHERE with @lumedeodorant and get 15% off with promo code Southerntea at LumeDeodorant.com!See 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.

Thank You Zealthy! See if you qualify for GLP-1 medications with Zealthy, and all you have to do to get started is send them a text. Just text SIDETRACKED to 200-300. Don't wait! Disclaimer: Texting privacy policy and terms and conditions posted at textplan.us. Texting enrolls for recurring automated text marketing messages. Message & data rates may apply. Reply “Stop” to opt out. Consult a doctor prior to use. Sidetracked Socials: https://www.instagram.com/thesidetracked.podcast/ https://www.tiktok.com/@thesidetracked.podcast Listen to SIdetracked here: https://podcasts.apple.com/us/podcast/sidetracked-podcast/id1710039593 https://open.spotify.com/show/1FkUEPEXY8WDKUdcF357zr?si=025380ecaede4b0d9 Andrew: https://www.instagram.com/andrewtmi/?hl=en https://www.tiktok.com/@andrewtmi https://www.youtube.com/@AndrewTMI Jenna: https://youtube.com/@JennaJeeTV?si=H3VWtUhA03DfBS-m https://www.instagram.com/jenelise/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Thank You Zealthy! See if you qualify for GLP-1 medications with Zealthy, and all you have to do to get started is send them a text. Just text SIDETRACKED to 200-300. Don't wait! Disclaimer: Texting privacy policy and terms and conditions posted at textplan.us. Texting enrolls for recurring automated text marketing messages. Message & data rates may apply. Reply “Stop” to opt out. Consult a doctor prior to use. Sidetracked Socials: https://www.instagram.com/thesidetracked.podcast/ https://www.tiktok.com/@thesidetracked.podcast Listen to SIdetracked here: https://podcasts.apple.com/us/podcast/sidetracked-podcast/id1710039593 https://open.spotify.com/show/1FkUEPEXY8WDKUdcF357zr?si=025380ecaede4b0d9 Andrew: https://www.instagram.com/andrewtmi/?hl=en https://www.tiktok.com/@andrewtmi https://www.youtube.com/@AndrewTMI Jenna: https://youtube.com/@JennaJeeTV?si=H3VWtUhA03DfBS-m https://www.instagram.com/jenelise/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

CC404: After Lindsie finds a story about a drunk driver causing an accident in Georgia, Kail shares some crazy stories from her childhood regarding her mom's drunk driving. A reddit AITA post about a woman being angry that her boyfriend couldn't cook dinner because dishes weren't washed has Lindsie asking how everyone loads their own dishwasher. A very important topic! Also, who is more pro plastic and paper plates? Because Kail is not. They also give their opinions on some of the Kohberger updates. Lastly, the Facebook group gives us some unhinged stories to read. Thank you to our sponsor! DraftKings: Download the DraftKings Casino app and sign up with promo code COFFEE.Fast Growing Trees: Get an additional 15% off your first purchase at FastGrowingTrees.com/coffee using the code COFFEE at checkout. Limited time, terms and conditions may apply.IQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for helpProgressive: Visit Progressive.com to learn more RoBody: Find out if you're covered at Ro.Co/COFFEECONVOS. Go to Ro.Co/Safety for boxed warning and full safety information.Thrive Causemetics: Get an exclusive 20% off your first order when you visit thrivecausemetics.com/COFFEE

We finally meet the fabulous Kali! Lindsie and Kail sit down and answer questions regarding their friendship versus working relationship, Kali's thoughts on Lindsie's past relationships, and the red flag Kali saw that had her questioning Lindsie's ex. Also, Lindsie and Kali rate Lindsie's exes and admit to some lies they might have told their partners. Lastly for Weekly Tea, someone's husband has an affair with their underaged sister, and another person writes that their ex-boyfriend is now dating their ex-best friend. Be careful of the people you surround yourself with!Follow us @TheSouthernTeaPodcast for more!Thank you to our sponsors!Branch Basics: Get 15% off Branch Basics with the code southerntea at Branchbasics.com/Southerntea #branchbasicspodHers: Start your free online visit today at forhers.com/SOUTHERNTEA for your personalized weight loss treatment. Restrictions apply.IQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help.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.

CC403: An article about a mom asking for extra gifts for the birthday kid's sibling has left a bad impression on Kail and Lindsie. They talk about what they'd do and what they usually do when it comes to birthdays with multiples and during the holidays. A video of Bethenny Frankel saying she sometimes has to use curse words in an efficient way with her kids sparks an interesting conversation around why this generation of kids don't listen like previous ones. Also, a listener asks if she's wrong to feel upset after her step kids asked to bring food to their mom's house only to find out that the mom got mad and threw it away. Thank you to our sponsor! Better Help: This episode is brought to you by BetterHelp. Visit BetterHelp.com/coffee today to get 10% off your first month.IQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for helpLume: Control Body Odor ANYWHERE with Lume Deodorant and get 15% off with promo code Coffee at LumeDeodorant.com! #lumepodProgressive: Visit Progressive.com to learn moreStamps: Visit Stamps.com and use code COFFEE for a 4-week trial, free postage, and a digital scale!Trade Coffee: Get 40% off your first order with Trade at drinktrade.com/COFFEECONVOS

Lindsie is joined by Dani Rancourt (@dani_the_rd), founder & CEO of Pivot Nutrition Coaching, a Registered Dietitian and a Certified Sports Dietitian based out of Grand Forks, North Dakota. Dani speaks on Fad diets and how unsustainable they are, how she manages GLP-1s within the nutrition business, she shares some tricks for that 2pm slump, and gives her thoughts on Intermittent fasting. Dani also talks about her days as a D1 Hockey player, how she introduces new foods to her toddler, and how, as a Candaian, she dealt with immigration issues when wanting to start her business.To learn more about Dani and her work, visit her website PivotNutritionCoaching.comFollow us @TheSouthernTeaPodcast for more!Thank you to our sponsors!Factor: Go to FactorMeals.com/FACTORPODCAST and use code FACTORPODCAST for 50% off plus free shipping on your first box.Lume: Control Body Odor ANYWHERE with Lume and get 15% off with promo code Southerntea at LumeDeodorant.com! #lumepodIQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help.Nutrafol: Get $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter code SOUTHERNTEASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Lindsie is joined by Dani Rancourt (@dani_the_rd), founder & CEO of Pivot Nutrition Coaching, a Registered Dietitian and a Certified Sports Dietitian based out of Grand Forks, North Dakota. Dani speaks on Fad diets and how unsustainable they are, how she manages GLP-1s within the nutrition business, she shares some tricks for that 2pm slump, and gives her thoughts on Intermittent fasting. Dani also talks about her days as a D1 Hockey player, how she introduces new foods to her toddler, and how, as a Candaian, she dealt with immigration issues when wanting to start her business.To learn more about Dani and her work, visit her website PivotNutritionCoaching.com Follow us @TheSouthernTeaPodcast for more! Thank you to our sponsors! Factor: Go to FactorMeals.com/FACTORPODCAST and use code FACTORPODCAST for 50% off plus free shipping on your first box. Lume: Control Body Odor ANYWHERE with Lume and get 15% off with promo code Southerntea at LumeDeodorant.com! #lumepod IQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help. Nutrafol: Get $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter code SOUTHERNTEA

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.

CC402: Lindsie and Kail have some obvious thoughts on Casey Anthony trying to make a comeback on Tiktok, Kohberger claims he's on the spectrum and Lindsie finds a new serial killer in chicago. A viral video of someone explaining how to sell used panties for money has Kail contemplating a new business but Lindsie only wants to know if this is a biohazard. A listener asks how to talk to their 12 year old daughter about their weight and Kail is not having it. Lindsie explains how she creates healthy habits with Jackson and Kail shares some recent struggles with picky eaters. We finish it off with a very FOUL Foul Play. Clasp those butts y'all! Thank you to our sponsor! Better Help: This episode is brought to you by BetterHelp. Visit BetterHelp.com/coffee today to get 10% off your first month. IQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help Progressive: Visit Progressive.com to learn more RoBody: Find out if you're covered at Ro.Co/COFFEECONVOS. Go to Ro.Co/Safety for boxed warning and full safety information. Rocket Money: Manage your expenses the easy way by going to RocketMoney.com/COFFEECONVOS Wayfair: Visit Wayfair.com or get the Wayfair mobile app.

Lindsie and Kristen are barely holding onto their week and it only just started. Lindsie shares her favorite mug shot finds from the weekend along with their local headlines which include an unfortunate case of animal hoarding and the viral wide neck dude. Other things to talk about, a daycare owner's husband being charged with posession of child pornography, marriage red flags that include vow renewals and a girlfriend is arrested for locking her boyfriend in a storage unit but the boyfriend says it was an accident... someone check on the mental state of the boyfriend, please! Follow us @TheSouthernTeaPodcast for more! Thank you to our sponsors! Factor: Go to FactorMeals.com/FACTORPODCAST and use code FACTORPODCAST for 50% off plus free shipping on your first box.Hiya Health: Receive 50% off your first order at hiyahealth.com/SOUTHERNTEA Honeylove: Start the new year off right with Honeylove. Get 20% OFF by going to honeylove.com/Southerntea! #honeylovepodIQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help.Marley Spoon: Head to MarleySpoon.com/OFFER/TEA and use code TEA for up to 27 FREE meals!

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.

For this week's episode we pull from the vault of Southern Tea podcasts... Lindsie and Kristen go down the list of their flight habits and Lindsie explains where Jackson has been throughout her traveling. Lindsie can't decide if she likes the process of going brunette while Kristen tries to convince her to trust the process. They also talk about their sneaky TV time as kids, the news of a child being hospitalized after a suspected bullying situation, and Weekly Tea has a listener sharing a kinky hookup. Follow us @TheSouthernTeaPodcast for more! Thank you to our sponsors! Hers: Start your free online visit today at forhers.com/SOUTHERNTEA for your personalized weight loss treatment. Restrictions apply. IQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help. Nurture Life: For 55% off your order, head to NurtureLife.com and use code TEA

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.

CC400: To the surprise of no one, Lindsie reads that oatmeal is the healthiest breakfast food for you.. But Kail will not be participating in that. What Kail IS interested in participating in is babysitting swaps with BFFs or family members after reading about another mom's experience with this hack. A listener shares a situation that many may relate to when it comes to friendship dynamics changing during pregnancies and after birth. Kail explains how she also experienced a sense of loneliness throughout her pregnancies and how they differed. Lindsie talks about her struggle when she first let Jackson see her cry and lose her cool. Today's Foul Play is giving foul but in a good way! Thank you to our sponsor! Boll & Branch: Visit bollandbranch.com and get 15% off your first set of sheets when you use code COFFEECONVOS Calm: Visit Calm.com/CONVOS for 40% off a Calm Premium subscription. IQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help RoBody: Find out if you're covered at Ro.Co/COFFEECONVOS. Go to Ro.Co/Safety for boxed warning and full safety information.

March is Colon Cancer Awareness Month and for today's episode Lindsie sits down with Brooks Bell (@brooksbell) and Sarah Beran (@sarahberanstyle), two colon cancer survivors who have made it their life's purpose to educate and highlight the importance of colonoscopies. They share how their friendship started and how it evolved to a creative partnership, they breakdown what colonoscopies do and what exactly happens during a colonoscopy, and lastly emphasize the importance of early detection and it SAVES LIVES! Check out Worldclassclothing.com and @worldclass_clothingFor more colon cancer resources:-Colorectal Cancer Alliance-COLONTOWN-Fight CRC Follow us @TheSouthernTeaPodcast for more! Thank you to our sponsors! Beams: Get up to 40% off for a limited time when you go to shopbeam.com/TEA and use code TEABoll & Branch: Get 15% off, plus free shipping on your first set of sheets at BollAndBranch.com/southerntea. Exclusions apply. See site for details.IQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help.Nutrafol: Get $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter code SOUTHERNTEAPretty Litter: Visit PrettyLitter.com/lindsie to save 20% on your first order and get a free cat toy. Terms and conditions apply. See site for details.

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.

CC399: On this month's bonus episode.. Lindsie is saying very suspicious things and one of Kail's kids unexpectedly drops a swear word during the Superbowl watch party. Kail addresses the speculations as to why we stopped hearing from Kristen all of a sudden. Because we recorded before Valentine's Day, Lindsie and Kail share their plans for Valentine's. Lastly, someone asks AITA in the Facebook group and today's Foul Play has the marriage relationship we all strive for. Thank you to our sponsor! Better Help: This episode is brought to you by BetterHelp. Visit BetterHelp.com/coffee today to get 10% off your first month. Branch Basics: Get 15% off Branch Basics with the code Coffee at BranchBasics.com/Coffee #branchbasicspod Happy Mammoth: Get 15% off on your entire first order at happymammoth.com just use the code COFFEECONVOS at checkout. IQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help

CC398: Kail and Lindsie give their experiences with giving and receiving the silent treatment but are flabbergasted at the idea of anyone doing it to their children. Are you a LawnMower parent? Today we learn a new parenting term that Lindsie might be a part of and Kail explains how she wants self sufficient kids. And speaking of kids, another parenting article mentions the importance of teens balancing their family time which resonates with Kail. News of a lady sending fart videos to her boyfriend's ex is so unhinged and we are NOT here for it. Thank you to our sponsor! Better Help: This episode is brought to you by BetterHelp. Visit BetterHelp.com/coffee today to get 10% off your first month. IQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help Lume: Control Body Odor ANYWHERE with Lume Deodorant and get 15% off with promo code Coffeeconvos at LumeDeodorant.com! #lumepod Orgain: For 30% off your order, head to Orgain.com/CONVOS and use code CONVOS.

Lindsie is amused that once again someone is trying to hack into her Facebook at the most odd hours. Kristen IS NOT amused at a video of someone explaining their use of reusable toilet paper and bidet. No powerwashed bootyholes for Kristen! An article about couples breaking up after their first time traveling together has Lindsie and Kristen sharing their own experiences of traveling with their past partners and family members. Lindsie recaps a scary shooter situation that occured a little too close to home. Also, Spirit Airline's new dresscode, a juicy this or that, and when can couples poop in front of each other? Follow us @TheSouthernTeaPodcast for more! Thank you to our sponsors! Beam: Get up to 40% off for a limited time when you go to shopbeam.com/TEA and use code TEABetter Help: This episode is brought to you by BetterHelp. Get 10% off the first month of online therapy at BetterHelp.com/SOUTHERNTEAFactor: Head to FactorMeals.com/southerntea50 and use code southerntea50 to get 50% off your first box plus free shipping!IQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help.Lume: Control Body Odor ANYWHERE with Lume Deodorant and get 15% off with promo code Southerntea at LumeDeodorant.com! #lumepod

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.

CC397: Kail and Lindsie are ready for this week to be over. Kail gives an update on her boob job and how she's been navigating co-parenting scheduling conflicts. Lindsie has ALSO been having co-parenting problems, and speaks on the Disney Dad theory that one parent always gets to be the fun parent while the other does not. A listener's daughter doesn't like swearing, and today's Foul Play makes us glad we're not school bus drivers. Thank you to our sponsor! Better Help: This episode is brought to you by BetterHelp. Visit BetterHelp.com/coffee today to get 10% off your first month.Calm: Visit Calm.com/CONVOS for 40% off a Calm Premium subscription.Honey Love: Start the new year off right with Honeylove. Get 20% OFF by going to honeylove.com/COFFEE! #honeylovepodIQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for helpRoBody: Find out if you're covered at Ro.Co/COFFEECONVOS. Go to Ro.Co/Safety for boxed warning and full safety information.Wayfair: Visit Wayfair.com or get the Wayfair mobile app.

Lindsie recaps her Kelsea Ballerini concert and also gives us some details on what play therapy was for Jackson when he was participating. Kristen is NOT surprised about Jessica Simpson's divorce at all, but we are all most DEFINITELY surprised at all the recent news on the Blake Lively and Justin Baldoni scandal. Lindsie isn't convinced on an article stating that happy couples post less about their relationships especially after her most recent experience. An article about a Principal throwing a party that involved teens and underaged drinking has us scratching our heads.. Follow us @TheSouthernTeaPodcast for more! Thank you to our sponsors! Better Help: This episode is brought to you by BetterHelp. Get 10% off the first month of online therapy at BetterHelp.com/SOUTHERNTEA Hers: Start your free online visit today at forhers.com/SOUTHERNTEA for your personalized weight loss treatment. Restrictions apply. Hiya Health: Receive 50% off your first order at hiyahealth.com/SOUTHERNTEA Honeylove: Start the new year off right with Honeylove. Get 20% OFF by going to honeylove.com/Southerntea! #honeylovepod IQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help.

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.

Lindsie recaps an abnormal monday and then admits to scrolling the county mugshot page for funsies. Kristen and Lindsie talk about that one time someone tried to give Lindsie pushback on her boundaries. A listener doesn't know how to feel about a situationship still having old photos of their ex and the verdict is a little mixed with Lindsie and Kristen. Follow us @TheSouthernTeaPodcast for more! Thank you to our sponsors! Honeylove: Start the new year off right with Honeylove. Get 20% OFF by going to honeylove.com/Southerntea! #honeylovepod IQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help. Nutrafol: Get $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter code SOUTHERNTEA Nurture Life: For 55% off your order, head to NurtureLife.com and use code TEA

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.

CC394: Lindsie gives an update on a beloved family pet and Kail plans to stay on RedNote forever. I'm sure many parents can relate to this article on Parental mental load, just as Kail and Lindsie have. They give their experiences and thoughts on how to deal with different issues. Lastly, we have listener questions and a Foul Play that has our coochies cringing. Thank you to our sponsor! Calm: Visit Calm.com/CONVOS for 40% off a Calm Premium subscription. IQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help Progressive: Visit Progressive.com to learn more! RoBody: Find out if you're covered at Ro.Co/COFFEECONVOS. Go to Ro.Co/Safety for boxed warning and full safety information. Rocket Money: Manage your expenses the easy way by going to RocketMoney.com/COFFEECONVOS

Lindsie and Kristen want to know what the actual f*** is wrong with people nowadays. Today's news include ANOTHER teacher having a child with a former underaged student, an Airbnb house is used as a meth lab, and two teen girls are arrested for murdering a 13yr old. Talk about CRAZY! Follow us @TheSouthernTeaPodcast for more! Thank you to our sponsors! IQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help. Pretty Litter: Visit PrettyLitter.com/lindsie to save 20% on your first order and get a free cat toy. Terms and conditions apply. See site for details.

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.

CC393: Lindsie and Kail are all in for a potential return of Spencer Pratt and Heidi Montag - aka Speidi. Both of them double down on their opinions on last week's topic about spending separate time with OG family members. News of insurance companies dropping fire coverage in California months before the devasting fires has Kail and Lindsie feeling some type of way... And this Tiktok ban isn't helping. A listener asks if they should tell their BFF that they don't like their husband... Oof, we've all been there! Thank you to our sponsor! Better Help: This episode is brought to you by BetterHelp. Visit BetterHelp.com/coffee today to get 10% off your first month. IQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help. Lume: Control Body Odor ANYWHERE with @lumedeodorant and get $5 off off your Starter Pack (that's over 40% off) with promo code Coffeeconvos at LumeDeodorant.com! #lumepod Orgain: For 30% off your order, head to Orgain.com/CONVOS and use code CONVOS. Progressive: Visit Progressive.com to learn more!

Lindsie and Kristen would like to ask the government to please ban junk mail! An article about a substitute teacher showing explicit content on their phone to students leads the conversation down the hole of "when did dick pics become a thing? Who sent the first dick pic?" A very great question! Kristen gives us a rundown on how important it is to know the severity of someone's food allergies and what foods consist of what ingredients. Lindsie surprises Kristen by not agreeing with a video talking about house rules when a kid comes over for a sleepover. Today's Weekly Tea gives us a massive headache in the worst way possible. Follow us @TheSouthernTeaPodcast for more! Thank you to our sponsors! Better Help: This episode is brought to you by BetterHelp. Get 10% off the first month of online therapy at BetterHelp.com/SOUTHERNTEA Hers: Start your free online visit today at forhers.com/SOUTHERNTEA for your personalized weight loss treatment. Restrictions apply. IQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help. Nutrafol: Get $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter code SOUTHERNTEA

CC392: Kail and Lindsie had a ROUGH holiday break that included therapy, surgery and tears. We start the episode with high emotions! Kail tries to figure out Lindsie's sibling dynamic on BOTH sides. Does anyone else struggle with parenting during their coparent's time? A listener asks if it's weird that their spouse's family is planning a family outing without the spouses and children? Thank you to our sponsor! Calm: Visit Calm.com/CONVOS for 40% off a Calm Premium subscription. Honey Love: Start the new year off right with Honeylove. Get 20% OFF by going to honeylove.com/COFFEE! #honeylovepod IQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help Progressive: Visit Progressive.com to learn more! RoBody: Find out if you're covered at Ro.Co/COFFEECONVOS. Go to Ro.Co/Safety for boxed warning and full safety information. Rocket Money: Manage your expenses the easy way by going to RocketMoney.com/COFFEECONVOS Wayfair: Visit Wayfair.com or get the Wayfair mobile app.

Lindsie and Kristen are back refreshed from holiday break... Well, Kristen is, Lindsie almost didn't make it to 2025. With Lindsie participating in dry January, Kristen motivates her with an article about about much alcohol is link with cancers. They also share their goals and words for 2025. Lastly, Lindsie spills a secret that she's been hiding from us for MONTHS! She explains why she hid it and what she's learned during this time. Follow us @TheSouthernTeaPodcast for more! Thank you to our sponsors! Better Help: This episode is brought to you by BetterHelp. Get 10% off the first month of online therapy at BetterHelp.com/SOUTHERNTEA Hiya Health: Receive 50% off your first order at hiyahealth.com/SOUTHERNTEA Honeylove: Get an additional 20% OFF the @honeylove Holiday sale by going to honeylove.com/Southerntea! #honeylovepod IQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help. Nutrafol: Get $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter code SOUTHERNTEA Nurture Life: For 55% off your order, head to NurtureLife.com and use code TEA

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.

CC390: For the LAST episode of 2024 let us revisit the FIRST episode of 2024... Lindsie recaps her hectic last days of 2023 and Kail shares her word of the year. Kail shares the unexpected message she received from her mom, and how in the same day she got in touch with her sister. Lindsie has some thoughts about Cher asking for conservatorship over her son and talks about the time her brother Kyle was under Todd's legal guardianship as an adult. A listener asks for advice on their 18 year-old daughter wanting to move out under objectionable circumstances, and for Foul Play someone gets a vasectomy scare. Thank you to our sponsor! Better Help: This episode is brought to you by BetterHelp. Visit BetterHelp.com/coffee today to get 10% off your first month. IQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help Kiwico: Get 50% off your first crate at kiwico.com, promo code COFFEE Progressive: Visit Progressive.com to learn more! Rocket Money: Manage your expenses the easy way by going to RocketMoney.com/COFFEECONVOS

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.

Lindsie comes across an article about a Japanese man getting arrested for suspicion of fraud after he was caught dating 35 women. Kristen says she would rather date an actor than a singer but Lindsie absolutely disagrees. Both watched the new Jonbenét Ramsey docuseries and were not impressed. Lindsie and Kristen give their thoughts on it. Weekly Tea has us taking the husband's side today! Follow us @TheSouthernTeaPodcast for more! Thank you to our sponsors! Dinnerly: For up to 27 free meals, head to Dinnerly.com/offer/tea and use code TEA IQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help. Hers: Start your free online visit today at forhers.com/SOUTHERNTEA. Restrictions apply. Rx required.

Nannie Faye joins the show to give her perspective of Lindsie's parent's divorce. Nannie talks about the the affect it had on Kyle and Lindsie, the advice she gave to Lindsie's parents before and after the divorce, and why coparents need to always put their children first. Follow us @TheSouthernTeaPodcast for more! Thank you to our sponsors! IQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help.Hers: Start your free online visit today at forhers.com/SOUTHERNTEA. Restrictions apply. Rx required.Meater: Get your holiday shopping in at Meater.comOak Essentials: Get 15% off @OakEssentials with the code Southerntea15 at oakessentials.com/southerntea15 #oakessentialspartnerUncommon Goods: To get 15% off your next gift, go to UncommonGoods.com/SOUTHERNTEA

Lindsie and Kristen go down the list of their flight habits and Lindsie explains where Jackson has been throughout her traveling. Lindsie can't decide if she likes the process of going brunette while Kristen tries to convince her to trust the process. They also talk about their sneaky TV time as kids, the news of a child being hospitalized after a suspected bullying situation, and Weekly Tea has a listener sharing a kinky hookup. Follow us @TheSouthernTeaPodcast for more! Thank you to our sponsors! IQBar: Text TEA to 64000 for 20% off all IQBar products, plus FREE shipping. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help. Meater: Get your holiday shopping in at Meater.com Nutrafol: Get $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter code SOUTHERNTEA Skylight: Get $20 off a Skylight Frame at SkylightFrame.com/TEA Uncommon Goods: To get 15% off your next gift, go to UncommonGoods.com/SOUTHERNTEA

CC381: After a mention that Lindsie and Kail were big criers as kids, a listener writes in with an explanation that links their crying with their ADHD diagnosis. Lindsie finally closed on her old house and shares the feelings she's had leading up to the final days. Another listener asks whether parents feel like they are setting up their kids for failure by doing to much for them and Kail can really relate to this one. Today's Foul Play, a listener finds out their father isn't their biological father.. But that's not all! Thank you to our sponsor! Better Help: This episode is brought to you by BetterHelp. Visit BetterHelp.com/coffee today to get 10% off your first month. IQBar: Get 20% off every IQBar product plus free shipping when you text CONVOS to 64-000. By Texting 64000, you agree to receive recurring automated marketing messages from IQBAR. Message and data rates may apply. No purchase required. Terms apply, available at IQBAR.com. Reply "STOP" to stop, "HELP" for help Kiwico: Get 50% off your first crate at kiwico.com, promo code COFFEE Qualia: Go to Qualialife.com/coffeeconvos for up to 50% off and use code COFFEECONVOS at checkout for an additional 15% off. RoBody: Find out if you're covered for free at Ro.Co/COFFEECONVOS. Rx only. Wayfair: Visit Wayfair.com to shop Wayfair's Black Friday Deals!