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

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

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

Today, I’m sitting down with Triad member Matt Dixon, the founder and CEO of TRU North Advisors, to discuss the blueprint he followed to double his business three years in a row while pursuing a life of true significance. Matt was an independent financial advisor gathering $23 million in new assets in 2021, and today, his team is on track to gather $160 million this year—a staggering 7X growth in just three years! But it’s not just about the numbers.In this episode, Matt dives into how becoming a better leader, setting clear and consistent goals, and staying grounded in humility have been the keys to his success. More importantly, he explains how shifting from chasing success to pursuing significance has transformed not only his business but also his personal life, including major milestones like growing his family.If you're looking to scale your business, evolve as a leader, and create a passionate, purpose-driven team, this conversation is loaded with actionable insights you can start leveraging today.3 of the biggest insights from Matt Dixon…1.) Setting Goals That Lead to Growth: Matt shares how being a lifelong learner and writing down clear, specific goals has been essential to achieving 7X business growth in just three years.2.) Significance Over Success: How to build a profitable business that also blesses others and brings deeper meaning to your life.3.) Build a Business Bigger Than You: Learn how to craft a culture of passionate contributors who grow alongside the business. SHOW NOTEShttps://bradleyjohnson.com/88FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival.I sat down with Tim White, Co-Founder of Wealth.com, and Sara Baker of Triad Wealth Partners to talk about the new tech transforming estate planning for advisors. I know estate planning isn’t the sexiest topic, but Wealth.com is doing some seriously cool things to make it easier for advisors to help their clients.Estate planning is full of legal hurdles and outdated processes. Advisors waste hours manually updating documents, chasing attorneys, and keeping up with changing state laws – it’s frustrating.Their platform does a lot behind the scenes, but it’s all about reducing friction, which is why I know you’re going to love today’s episode.3 of the biggest insights from Tim White & Sara Baker …Find out how Wealth.com automates and streamlines the entire estate planning process, so your team can spend less time on paperwork and more time building client relationships and growing your businessLearn how AI is revolutionizing estate planning – and how you can leverage it to keep your clients’ estate plans current and compliant Hear about how Wealth.com combines cutting-edge tech with a built-in network of legal experts, capable of handling complex cases, saving you the headache of chasing down attorneys. SHOW NOTEShttps://bradleyjohnson.com/87FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m talking with branding expert Amanda Brinkman, who shares her powerful “do well by doing good” philosophy—proving that you can build a thriving business while making a positive impact on the world.Amanda’s worked with big-name brands like BMW, Reebok, and Sony, and she even produced the hit show “Small Business Revolution: Main Street” alongside Ty Pennington and Robert Herjavec from Shark Tank.In this episode, Amanda explains how financial advisors can tap into purpose-driven branding to stand out and grow their business in a way that truly matters.She also shares practical tips on how to reclaim your time so you can build a business that works for you—not the other way around.If you want to build a successful business that blesses your life, rather than becomes it, this episode is for you. 3 of the biggest insights from Amanda Brinkman …Do Well by Doing Good: Learn how aligning your business with purpose-driven actions not only drives growth but also creates a lasting positive impact.Buy Back Your Time: Discover Amanda’s strategy to reclaim your time, giving you the freedom to "retire a little more" each year—without sacrificing success.Pursue Your Purpose: Unlock the steps to align your personal and professional life with a deeper purpose, so you can achieve true fulfillment.SHOW NOTEShttps://bradleyjohnson.com/86FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright ©️ 2024 Triad Partners. All rights reserved. TP09243739602See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

Today, I’m sitting down with Triad members John McNeil and Virginia O’Brien, the father-daughter team behind a 103-year-old family firm, to learn how they grew their net AUM by 20% in just 7 months by combining legacy with innovation.Mobile Bay Financial Solutions has had four generations of family leadership, and in this conversation, we dive into how it evolved from its insurance roots in 1922 to a modern, full-service financial planning powerhouse with roughly $50 million AUM.For many advisors, navigating industry changes like compliance, technology, and staying relevant can be overwhelming—especially for family-run firms trying to innovate without losing their identity.John and Virginia reveal how they modernized their practice, streamlined processes, and deepened client relationships while preserving the values that have sustained their firm for a century.If you’re looking to innovate and grow without sacrificing your roots, this episode is full of actionable insights.3 of the biggest insights from the episode …The Secret to Building Generational Trust: Learn how to keep your clients' heirs by building a multi-generational plan that goes beyond investments and locks in trust for life.Becoming a 95% Closer: John reveals how their team closes 95% of new business by effectively educating their prospects. Combining Legacy with Innovation: Discover how to stay relevant and competitive by embracing new systems and technologies without losing your foundational values. FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/84FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information.Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. Copyright 2024 Triad Partners, LLCTP09243739589See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter.Starting at just 25, Thomas quickly earned recognition as one of Investopedia’s Top 100 Financial Advisors in both 2022 and 2023. By focusing on creating valuable, engaging, and authentic content, he turned Twitter into a powerful growth engine for AllStreet Wealth. In this conversation, Thomas shares actionable advice for financial advisors like the step-by-step methods he’s used to drive 97% of new assets from Twitter, build an engaged audience of 28,600 followers, and create content that converts. So you're looking to amplify your online presence, build your personal brand, and grow your advisory firm, this conversation is packed with actionable insights from one of the industry's rising stars.3 of the biggest insights from Thomas Kopelman …Focus on Actions, and Results Will Follow: Discover how leveraging mentorship and continuous learning can drive rapid growth in your business.How to Harness the Power of Twitter: Thomas breaks down the exact steps he used to go from 0 to 28,600 followers, turning Twitter into a marketing funnel that generates 97% of new business!The Content Creation Playbook: Learn how to generate good ideas, stand out from the crowd, and build a personal brand that attracts new clients.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 10% discount on Thomas's course, How to Build Your Personal Brand and Get Your First Client from Social Media. *Please note, Triad is an All Street Academy Ambassador.To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "83" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/83FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright 2024 Triad Partners. All rights reserved. TP09243739583See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m joined by Demi-Leigh Tebow who shares how she uncovered her true identity, built unshakable faith, and overcame profound adversities like the loss of her sister and surviving a violent carjacking.Demi is no stranger to the spotlight. She was crowned Miss Universe in 2017, married famous NFL quarterback Tim Tebow in 2020, and recently released her best-selling book, A Crown That Lasts. Alongside her personal achievements, she’s deeply committed to charity work through the Tim Tebow Foundation.But behind the success, Demi’s journey has been marked by significant challenges. Whether it was redefining herself beyond her career, coping with her sister’s severe special needs and subsequent loss, or escaping a brutal carjacking in South Africa, Demi has faced major trials that tested her resilience and faith.In this episode, Demi shares powerful insights on overcoming adversity, finding your true identity, and becoming the best version of yourself, both professionally and personally.3 of the biggest insights from Demi-Leigh Tebow …#1 Stop Letting Your Success Define YouChasing accolades and achievements won’t bring lasting fulfillment. Demi reveals how to find true self-worth beyond titles and awards—something every financial advisor needs to hear in a results-driven industry.#2 Who’s in Your “Pit Crew” Supporting You?Demi’s success didn’t happen in isolation. Discover the importance of building a trusted inner circle that has your back when life (or business) throws challenges your way.#3 How Do You Handle Life When It Doesn’t Go According to Plan?Adversity is inevitable. Learn Demi’s proven approach to transforming setbacks into opportunities for growth, and how to keep moving forward even when everything feels out of control.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Demi's book, "A Crown that Lasts: You Are Not Your Label" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "82" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/82FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m flying solo—no guest, just me on the mic. But I’m tackling a topic that could make or break your business: optimizing your calendar for maximum revenue and freedom.I’ll share real-world stories and frameworks that have helped countless financial advisors like you transition from solo players to true business owners. By the end of this episode, you’ll know exactly how to systematize your calendar, maximize your revenue-producing hours, and protect your personal life.If you’ve ever felt like your calendar is running you instead of the other way around, this episode is a must-listen.3 of the biggest insights from Brad Johnson …The Swiss Cheese Calendar Problem: Why random, scattered meetings kill productivity and how to fix it by batching your appointments.How to structure your week to focus on high-value, revenue-producing tasks and avoid burnout.The importance of building boundaries by setting non-negotiables, like protecting weekends and family dinners, to maintain a healthy work-life balance.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/81FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP09243739571Copyright 2024 Triad Partners. All rights reserved.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m talking with the family behind Unified Legacy Advisors (ULA)—a firm that has successfully scaled from $14 million to over $100 million in assets in just five years.Founded in 2019 and joining Triad in 2022, the Nebens are an incredible example of process-driven growth. Their clear brand manifesto focused on helping clients “Retire Fearlessly” has become the foundation of their business strategy and is pivotal to their success.In this conversation, we explore the key processes that have fueled ULA’s rapid growth, from intentional hiring practices to innovative sales and prospecting techniques. The Nebens’ nearly 10X growth is a testament to the effectiveness of these strategies, and today, they’re sharing the insights behind their journey.3 of the biggest insights from the Nebens …Why crafting a compelling brand manifesto like "Retire Fearlessly" is essential for exponential growth—and how it becomes the driving force behind everything you do, from client interactions to enhancing company culture and attracting top-tier talent.How to transform your book into a powerful lead-generation tool that educates clients, markets your services, and drives referrals—particularly from high-net-worth individuals.A simple yet effective tactic every advisor can use in the first meeting to qualify prospects more efficiently, ensuring your team spends time building plans for the right clients.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 call with BradTo get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/80FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Copyright 2024 Triad Partners. All rights reserved. TP08243739568See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m talking to Nashville’s #1 men’s stylist, Bentley Caldwell, all about what financial advisors should be thinking about when it comes to their wardrobe.  Financial advising is a trust-based business, and clients need to feel confident in your ability to manage their finances. That’s why what you wear matters.How you dress and present yourself shapes how prospects and clients perceive you. It says a lot about your personality, the quality of your work, your attention to detail, and so much more. Not only that, but first impressions stick. Before you even say a word, potential clients are sizing you up based on your appearance, so it’s critical to know what to wear – and what NOT to wear!That’s why I wanted to bring Bentley on the show. He’s an expert at helping entrepreneurs take their image and confidence to the next level. In fact, he’s Michael Hyatt’s stylist – and if you know Michael, you know that’s saying a lot.  Dressing nice may seem obvious, but knowing what to wear, how to wear it, and where to buy it, can quickly become overwhelming. In this episode, we dive deep into the intentional details that make a lasting impression with clients, actionable steps to elevate your wardrobe, and some of Bentley’s best advice for developing an authentic style that you can wear with confidence. 3 of the biggest insights from Bentley Caldwell …The psychology behind dressing for success and how elevating your wardrobe can boost your confidence and make you more relatable to high-end clientsWhy sticking to timeless, professional styles is more impactful than chasing fleeting trends – and simple style hacks that every advisor can useThe power of discovering your personal style and why spending on quality pieces that fit well is a long-term investment in your personal and professional success.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get 10% Off of Bentley's Standard Styling PackageTo get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "79" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/79FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP08243739562Copyright 2024 Triad Partners. All rights reserved.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m talking with Will Guidara, a world-renowned restaurateur and author of the best-selling book, Unreasonable Hospitality. At just twenty-six, Will took over Eleven Madison Park, a struggling two-star brasserie that had never quite matched its majestic room. Eleven years later, it was named the best restaurant in the world.In this episode, not only will you hear how Will pulled off this unprecedented transformation, but you’re going to get a masterclass in hospitality and actionable tips on how to turn an ordinary service (like financial advising) into exceptional experiences for your clients.3 of the biggest insights from Will Guidara …The pursuit of excellence and the story of how Will created the #1 restaurant in the world. The power of unreasonable hospitality – and how to use “The 95/5 Rule” to create unforgettable experiences that your clients will talk about for years.What high net-worth clients really want! Find out why understanding, flexibility, and personalized care are non-negotiables for attracting high-value clients like Will.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Will’s book, "Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "78" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/78FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What’s up DBDL fam! We’ve got a special episode lined up for you today.As many of you know, I’m a proud member of Front Row Dads – a membership group and podcast created for fathers who want to level up their Dad game and put family first. As part of a podcast series, Front Row Dads selected a handful of members to guest host the show.As a part of that series, I was chosen to be interviewed by fellow Front Row Dads member, Justin Donald.  In this episode, you’ll get to hear all about The Johnson's core family values, practical tips for entrepreneurs chasing the mythical “work-life balance,” and how I believe entrepreneurs can successfully grow a business without sacrificing family, health, or happiness.3 of the biggest insights from Brad Johnson …How to build a team that wants to do business and do life together – AND a culture that attracts great talent in the process! Why work-life balance is a myth – find out why work-life integration is the secret to making your business serve your life, not become your life.The Johnson’s core family values – and how they use those values as a north star for making tough decisions and building a life by design, not by default. SHOW NOTEShttps://bradleyjohnson.com/77FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP08243623584See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, I’m talking with James and Kris Rea, the dynamic husband-and-wife team behind Rea Financial. Their story highlights the power of authenticity and how crafting the right mission, messaging, and values can massively impact the success of your business.The Rea's had to take a few steps back before they could leap forward, but their efforts paid off, growing from $8M to $36M in total assets in a single year. This transformation wasn't easy—it required deep, sometimes messy work—but it was essential for creating a brand that truly reflects who they are and the exceptional service they offer.Today, I dive into their incredible growth journey and the playbook that fueled their rapid success.3 of the biggest insights from James and Kris Rea …Learn to stand out from every other advisor, deeply understand your mission and values, and transform your business into a powerhouse of growth and significance.The mindset shift needed to attract and retain top talent – and how getting the right people on the bus can take you out of the drudgery zone, free up your time, and unlock new levels of success.  How your words shape your reality–believe you can achieve more, align with the right people, and watch your bold visions come to life.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 call with BradTo get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/76FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright T 2024 Triad Partners. All rights reserved. TP08243734025See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm chatting with Chris and Melissa Smith, the power couple behind Family Brand.Chris and Melissa's story is one of transformation—they were on the brink of divorce in their fourth year of marriage, but nearly 20 years later, they now have a thriving family with five incredible children.They realized that as entrepreneurs, we often invest so much time and money into the brand, strategy, and culture of our businesses... but in the process, our families end up taking a back seat. Don’t our families deserve the same intentionality and commitment we give to our businesses?That realization led Chris and Melissa to write a different story for their family. They founded Family Brand to help other families create a culture by design (not by default), define and live by powerful core values, and craft a clear vision for the future.In this episode, you'll discover practical tips and inspiring insights to help you become a better parent, a more supportive spouse, and build a stronger, more united family. If you're ready to transform your family life, this conversation is a must-listen.3 of the biggest insights from Chris & Melissa Smith …Decide your family values before someone else does it for you – learn how to use the “Language Creates” concept to get your family to truly buy in!Why you should model your family culture after In-N-Out Burger instead of McDonalds if you want true success for your family.The power of rituals to create (and maintain) your family’s identity – and why research shows that families who eat together don’t just stay together but are also more successful and happier!FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Family Brand Academy discountTo get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "75" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/75FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m excited to sit down with Sara Baker, a leader with over 15 years of financial services experience and our President of Triad Wealth Partners.Sara’s journey began as a Division 1 volleyball player, transitioned through a successful legal career, and ultimately led her to become a leader at two of the largest wealth advisory firms in the country – I’m talking assets north of $240 BILLION! Bottom line: Sara is sitting on a gold mine of experience, and in this episode, she shares tailored insights that financial advisors will be hard-pressed to find anywhere else (like how to build a profitable fee schedule from Day 1). If you're looking to grow fast, avoid burnout, and build a highly profitable financial advisory firm, this conversation is packed with actionable advice you can start implementing today.  3 of the biggest insights from Sara Baker …Proven strategies for rapid growth and avoiding burn out – lessons Sara learned firsthand from working at two of the largest wealth advisory firms in the country! How to conquer analysis paralysis by adopting a minimal lovable product mindset.  A step-by-step guide to reverse engineer your fee schedule, increase profits, and run your business (and life) the way you want toFREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 call with BradTo get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/74FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information.Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. Copyright 2024 Triad Partners. All rights reserved.TP07243623567See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today I’m sharing something that I’ve never talked about publicly: my personal journey with therapy and how it helped to save my marriage.The truth is, in the early days of Triad, when I was busy putting my blood, sweat and tears into helping our team get the company off the ground...I was leaving a void at home and not showing up as the husband and father I needed to be.I often felt like there just wasn't enough of me to go around.Therapy is what helped me get things back on track – including being a better entrepreneur, father and husband. Essentially practicing what we preach when it comes to Doing Business and Doing Life.That’s why I’m going deep today and sharing some intimate details and key lessons from my own therapy journey. My hope is that it will help you spot opportunities where you can also level up and start doing business and life even better.3 of the biggest insights from Brad Johnson …A powerful story highlighting Michael Hyatt’s vulnerability and success in therapy – and how that taught me that true strength lies in seeking help.Why nobody is willing to follow volatile leadership, and how therapy gives you the tools to become a calm and confident leader instead.Why I believe therapy needs a massive rebrand – without the stigma! Going to therapy is not a sign of weakness, it’s just another form of coaching and a giant step toward becoming the best version of yourself.TO ANYONE WHO IS STRUGGLINGIf you’re hurting right now and need somebody to talk to, please reach out and I will do my best to personally help. Whether that's hopping on a quick call to lend an ear OR sharing the resources that helped me during times when I was quietly struggling. Email [email protected] and we'll go from there.JOIN THE DBDL INSIDER CREWTo become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/73FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m excited to chat with Triad Member Andy Heese, the president and founder of The Guardian Group.This year, Andy and his team are on track to bring in $60 million in new assets—all without relying on a traditional marketing funnel. Instead, they focus on building strong client relationships and leveraging referrals. Andy’s “secret” isn’t a sophisticated referral program, but something much simpler: consistently showing up for clients in unexpected and meaningful ways.In this episode, Andy shares the profound impact of prioritizing people over profits. You’ll learn about the transition from being a solo advisor to leading a successful team, effective leadership strategies to help others achieve their goals, and the inspiring story behind the Heese family’s non-profit, “Club Vallarta,” which provides low-income children in Mexico with access to educational and recreational opportunities.3 of the biggest insights from Andy Heese …The powerful referral strategy and people-first philosophy that drives $60M in new assets annually for his firm. How to transition from solo advisor to true leader by empowering your team with humility, service, and authenticity.Hear about the Heese family’s non-profit, ‘Club Vallarta,’ which provides educational opportunities to low-income children in Mexico and creates a lasting community legacy.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people]To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/72FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2024 Triad Partners. All rights reserved.  TP07243701300See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m talking to Ken Crenshaw, the Sports Medicine and Performance Director for the Arizona Diamondbacks.  Ken's journey in sports medicine is beyond fascinating and inspiring: from growing up on a small cattle ranch in New Mexico to working with four major MLB teams over the past 35 years, including a World Series Championship with the Atlanta Braves.While working with legendary pitchers like Greg Maddux, Tom Glavine, and Randy Johnson, Ken soaked up incredible lessons and insights that apply to athletes just as much as they do to financial advisors looking to elevate their game.In this conversation, Ken shares a ton of wisdom and actionable advice – like how to develop an elite mindset, build a winning culture, and become a better leader.3 of the biggest insights from Ken Crenshaw …Why mindset is the ultimate difference maker for both athletes and financial advisors alike – plus some simple steps you can take to start building your own elite mindsetHow to transform your leadership abilities by getting to know yourself better and leading with love How to create a winning culture and get buy-in from your team – Ken reveals the 108 concept and how it helped the Arizona Diamondbacks get to the World SeriesFREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people]To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/71FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m talking with DJ Eric Rhodes, an expert at creating content that goes viral.Eric is renowned for his mashups of classic hits with new songs, generating millions of views and even catching the attention of artists like Chris Stapleton and Warren G in the process.But Eric’s journey to success only got off the ground because he decided to leave a stable career to pursue his passion for DJing. Thanks to his persistence and his strategic use of platforms like Instagram and TikTok, he’s been able to turn his passion into a thriving business.In fact, this year alone, Eric has more than DOUBLED his audience, surpassing 2 million followers across his social platforms!In our conversation, we get into Eric’s journey and the specific social media marketing strategies he’s used to propel his own career. More importantly, how financial advisors can leverage these strategies to rapidly grow their own audiences.3 of the biggest insights from DJ Eric Rhodes …How Eric doubled his followers this year in no small part because of his content marketing strategy – and the specific hacks financial advisors can use to build their own audiences!WHAT content financial advisors should be posting, HOW frequently they should be posting it, and WHY it has to be authentic if it’s going to be successful.Proven strategies for monetizing your audience and converting views into real revenue for your business.JOIN THE DBDL INSIDER CREWTo become a DBDL Insider with VIP access to future resources and exclusive content, text "70" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/70FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today the tables are turned! This is going to be a slightly different episode, as I’m the one being interviewed. A while back, I had the pleasure of guesting on Dave Zoller’s popular YouTube show, Streamline My Practice – which serves thousands of financial advisors by teaching them how to grow their financial practice. The episode got a lot of engagement, to which I give full credit to Dave; he’s a great interviewer who prepared some really thoughtful questions. I think our own audience would get a lot of value from hearing this one, so I wanted to re-share it for DBDL listeners. Oh, and in case you missed it, I actually interviewed Dave on our podcast not too long ago, and that was all about how he’s using YouTube as a marketing funnel that led to $60M of new assets for his firm! So, if you haven’t listened to that one, definitely go back and check out episode 21. In the meantime, enjoy my guest appearance on Dave Zoller’s show!3 of the biggest insights from Dave Zoller …The #1 characteristic that sets top advisors apart from all the rest.The 3 types of financial advisors every firm needs – and what McDonald’s can teach you about building a scalable business. The 4 phases to level up your practice – and an example of an advisor who uses this model to capture $200M+ of assets organically each year.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Coaching call with Brad on the 3 Types of Financial AdvisorsTo get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "69" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/69FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I have the pleasure of talking with Triad members Tim and Julie Sullivan – a dynamic husband and wife team that lead Strategic Wealth Advisors Group together.After joining Triad in early 2023, Tim and Julie have grown their business by leaps and bounds. Not only did they just sign a $12 million client (their biggest ever!), they’re also already more than halfway to hitting their $70 million AUM goal this year.But Tim and Julie's journey isn’t just inspiring because of their thriving advisory practice... It's also how they’ve turned serious personal tragedies into powerful motivators for success in business and life. Plus, how they’re giving back by starting their own non-profit, Light the Way.In this episode, we talk about the Sullivan’s incredible journey, why they have such a heart for giving back to their community, and some of the simple changes they’ve made in the past year that have fast-tracked their business success.3 of the biggest insights from Tim & Julie Sullivan …How key strategic changes like creating a mission brief have helped Tim & Julie land their biggest clients ever… I’m talking as much as $12 million from a single client!Why you should set BIG goals that scare you a little bit – like The Sullivan’s goal of hitting $70 million in AUM by year-end.The #1 factor that Tim & Julie believe has helped fast track their team’s growth, that other financial advisors can easily take advantage of starting today!FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people]To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/68FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m talking with Ross Marino, the founder and CEO of Transitus Wealth Partners, as well as Advisor 2X. Ross is a seasoned financial planner with over 35 years of experience and a pioneer of the human-first financial guidance movement.As Ross wisely says, "Life happens, plans change." As a financial advisor, your role goes beyond crunching numbers and discussing products. It's about truly understanding your clients—their thoughts, emotions, and experiences. By connecting with them on a deeper level, you can provide the guidance they need to navigate life's uncertainties. That’s what human-first financial advice is all about. In this episode, we dive deep into the human-first process and how a better understanding of your client’s circumstances and story, will allow you to create a clear plan to help them retire with confidence.3 of the biggest insights from Ross Marino …What the human-first approach is – and how focusing less on the numbers and more on the person can transform your business.Two simple, yet very powerful questions, you can ask new clients to get them to open up and uncover their money story.What “mission meetings” are and how they can build trust, strengthen relationships, and help you provide better financial guidance.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Ross’ book, "Shaping Change: How To Respond When Life Disrupts Your Retirement Plan" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "67" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/67FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.Copyright Triad Partners, LLC 2024TP06243458886 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m chatting with Brooke Martin – an incredible human being and very talented Executive Assistant who has worked with me for the past 3 years. While Brooke manages my calendar with exceptional skill, her impact goes way beyond scheduling. Brooke allows me to excel not just in my business, but also as a husband, father, and in every other aspect of my life.In fact, here’s what she said on the pod… My goal as an EA is to make sure that Brad shows up the best that he can. I want other people to look at our time together, however long it is, and say Brad was a better husband, he was a better father, he was a better founder, and teammate, because Brooke was his EA. I want him to be the hero to his family and the company. That's really my heart, that's my goal in this whole thing. That is the type of person you want in your corner and I feel so grateful to have her in mine! In this episode, we’re going to break down exactly what Brooke does for me, why this role is so critical to building a business, and how getting the right person for this role will completely transform how you do business and life. Whether you’re unsure if you need an executive assistant, you’re actively looking to hire one, or you just want an inside look at how I work with Brooke and what a successful Executive Assistant does, this conversation is for you.3 of the biggest insights from Brooke Martin …Why I believe the executive assistant is the #1 missing role in every financial services firm – but if you value your time, are seeking professional growth, and want a better quality of life, an EA should probably be your FIRST hire!What to look for when you’re hiring an executive assistant – Brooke outlines 4 key traits to identify as you interview potential candidates.How to manage your calendar and your inbox more effectively – these tips are huge time savers that will help you stop working on someone else’s to-do list and start working on your own!GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Brooke and Brad's EA Executive SummaryTo get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "66" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/66FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m talking with Tom Ruggie, the founder and CEO of Ruggie Wealth Management – the flagship company of independent RIA, Destiny Wealth Partners, which has surpassed $1B in managed assets and is recognized among Forbes 250 Fastest-Growing RIA Firms. The funny thing is, it’s actually our shared passion for sports collectables that brought Tom and I together – which is a major focal point for today’s conversation. Not only did I want to better understand how Tom scaled his firm and eventually transitioned into a family office style of practice, but I wanted to hear about his sports card collecting journey and how he combined that passion with his wealth management business. 3 of the biggest insights from Tom Ruggie…How Tom built a multi-million-dollar portfolio of rare collectables and memorabilia – including a signed 1952 Mickey Mantle card and an iconic pair of Muhammad Ali trunks from his George Foreman fight.Why the sports collectibles market is an alternative asset class that you need to understand for your clients – and Tom’s expert tips for building a diversified portfolio like his, which has skyrocketed in value. The major differences between a regular wealth management firm and a family office – and how Tom has carved out a niche that serves ultra-high-net-worth entrepreneurs.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Tom's Collectibles scorecardTo get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "65" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/65FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Brad Johnson is not a client of Thomas Ruggie. Copyright Triad Partners, LLC 2024.TP05243458889See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, I’m talking to Triad member and financial advisor Jordan Flowers who leads Wealth Financial Services & Tax Advisory along with his father Thomas.When Jordan and his company first joined Triad in 2022, they had roughly $20 million of AUM. Fast-forward to 2023 and they nearly doubled their total assets to $39.4 million. And what’s even cooler, is that scaling their firm didn’t have to come at the cost of their time and freedom. In fact, Jordan’s Dad is only working 4-5 months of the year, while spending the rest of time “doing life.”  In this episode we talk about what actions Jordan and his team have taken to supercharge their growth while actually improving work-life balance and creating a stronger culture in the process.You’ll also notice a through line to Jordan's story is centered around selfless leadership and serving his team and clients at the highest level. 3 of the biggest insights from Jordan Flowers …How to avoid the “advisor-in-charge” model that leads to burnout and empower your team instead – so you can free up your time, rapidly scale, and deliver far better results for your clients. Jordan’s secret to running educational events that win the hearts of prospects and generate a ton of new business for his firm.   How to uncover your clients’ biggest bucket list goals and help them create a financial plan that allows them to spend with confidence.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people]To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/64FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2024 Triad Partners. All rights reserved.  TP04243458885See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m chatting with Kristi Herold, a workplace culture expert who has built a multi-million-dollar global organization called JAM. Kristi founded JAM in 1996 and grew it into one of the largest adult recreational sports league providers in the world. When the 2020 pandemic forced sports to pause, Kristi and her team pivoted to helping corporate teams around the world improve their culture by connecting people through PLAY.She’s also the author of It Pays to PLAY – How Play Improves Business Culture, which is her guide to helping organizations playfully connect with their teams in order to improve retention, engagement, and innovation while also benefiting employees’ physical and mental health, and the company's bottom line.  3 of the biggest insights from Kristi Herold …Why 64% of people are not engaged at work – and how investing in your culture can lead to less sick days, less turnover, and increased productivity and profitability. Why you don’t have to burn the bridge when someone quits – and a smarter alternative that will lower recruitment & onboarding costs and strengthen your team. The ROI of workplace culture, and fun ways to infuse playfulness into your company to boost team spirit and drive way more engagement.  GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift:Get a free copy of Kristi's book "It Pays to PLAY" [while supplies last]PLAYbook PDF resourcesGet 25% off when you hire JAM.To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "63" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/63FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.  See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM.Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to over 700 inbound prospects who each had a minimum of $500,000 of investable assets.In our conversation, James pulls back the curtain on the methods he used to build a leading YouTube channel with over 110,000 subscribers, what his marketing funnel looks like, and how you can leverage YouTube in your own business to increase your audience rapidly.3 of the biggest insights from James Conole …A step-by-step breakdown of the simple methods James uses to get millions of eyeballs on his content and generate a consistent stream of warm leads in the process.Why YouTube pays James $120,000 a year to market and grow his business, and how you can start creating your own money-making content today.How James’ simple yet effective marketing funnel converted prospects into net new assets of roughly $130 million in 2023 using a system like nothing I’ve ever seen before.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: 30-minute “Ask me anything” YouTube webinar with JamesTo get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "62" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/62FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.Copyright 2024 Triad Partners, LLC. All rights reserved. TP04243458880See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, I’m talking with Jeffrey Shaw, who is an entrepreneur, business coach, and one of the most preeminent portrait photographers in the United States. His portraits have appeared on The Oprah Show, CBS News, in People and O Magazine, and even hang on the walls of Harvard University.His unique style made him the go-to photographer for renowned figures like supermodel Stephanie Seymour, news anchors Jim Nantz and David Bloom, sports icons like Tom Seaver and Pat Riley, among many more. What’s interesting about Jeffrey’s story is how he built his brand and carved out a niche serving the ultra-affluent – and while he’s in a completely different industry, there’s so many great parallels for advisors who want to build a brand and business that stands out and gets the attention it deserves. 3 of the biggest insights from Jeffrey Shaw …How closely studying his ideal clients early on allowed Jeffrey to build his brand to be so in demand that he was able to maintain an eight-week waiting list for 15 years straight.How to find your ideal clients, understand what makes them tick, and tailor your marketing to meet their needs, so you can serve them at the highest level. How to improve customer perceived value AND create a frictionless client experience so you can increase demand, build loyalty, and charge higher prices!GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Jeffrey's book, "LINGO: Discover Your Ideal Customer's Secret Language and Make Your Business Irresistible" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "61" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/61FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.  See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m sitting down with Triad Members Mike and Jess Panico, the husband-and-wife founders of Arcadia Financial. Mike and Jess are living proof that you can have success in our industry at a young age — and they’ll tell you exactly how they did it.After taking the leap to start a practice in their 20s, Mike and Jess have quickly grown Arcadia Financial. In 2023, they brought in ~$90 million in total assets, and are on pace to exceed $100 million in 2024. Their secret? Mike and Jess have managed to stand out through unique branding, building their practice around the tagline, “Live Like Every Day Is Saturday”. As their brand grew their reputation, Mike and Jess also acquired a tax practice, helping ingrain themselves further into their clients’ lives.This episode is packed with insights. Whether you’re looking to create a brand message that actually sticks out, considering an acquisition, or simply looking for some advice to manage rapid growth, Mike and Jess have you covered. 3 of the biggest insights from Mike and Jess Panico …How a shift to their brand messaging helped them better communicate their unique value to clients, lead authentically, and grow from $5M to $30M AUM in less than a year of making the change. Making the decision to acquire a tax practice so they could serve their clients at a higher level – and the challenges, growing pains, and long-term benefits that came with that decision.Mike and Jess make it a goal to take significant time off each summer to spend with their two sons. Hear how they’ve made that possible — and how being intentional with your goals can push you to achieve them. FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people]To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/60FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2024 Triad Partners. All rights reserved.  TP04243513935See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, I’m talking with the host of NFL RedZone, Scott Hanson.For 15 seasons, Scott has hosted the wildly popular RedZone where he entertains millions of viewers (including Tom Brady) every Sunday of football season for 7-hours straight without taking a single bathroom break!Listen in to learn about Scott’s extraordinary preparation process, his experiences with NFL greats like Patrick Mahomes and Marvin Harrison, the revelatory mindset shift that led to Scott’s success, and how adopting a similar mindset can help you connect with your audience better and achieve your wildest dreams in business and life.3 of the biggest insights from Scott Hanson …A behind-the-scenes look at Scott’s regimented preparation process which enables him to deliver 7 uninterrupted hours of ad-libbed content to millions of viewers every week to football fans around the world.The power of putting your audience first – and how serving, not seeking, leads to greatness.How the best broadcasters in the world simplify complexity and craft language that connects deeply with their target audience – and how financial advisors can model this same approach to serve their clients at the highest level. GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get an autographed Scott Hanson collectable trading card [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "59" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/59FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.  See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, I’m talking with Brittany Hodak about how financial advisors can build a diehard community of superfans using the same system Taylor Swift used to create an army of Swifties. Brittany came up with her game-changing system, the SUPER Model, while working with globally known brands like Walmart, Disney, Amazon, Katy Perry, the Boston Red Sox, and of course, Taylor Swift. This proprietary 5-step system which Brittany shared in her 2023 book, Creating Superfans: How to Turn Your Customers Into Lifelong Advocates, is a simple playbook to tap into the unmatched power of superfandom, and it works like a charm whether you’re Taylor Swift or a financial advisor. Today, Brittany breaks down her SUPER Model and shows how you can use it to kill apathy, stand out from a sea of competitors, and most importantly, create your own army of superfans to supercharge your business.3 of the biggest insights from Brittany Hodak …What makes Taylor Swift one of the greatest marketing geniuses of our time? Since Brittany’s worked with her, she’s going to uncover the formula to her rapid growth and show you how to create a cult-like following of Superfans!  A financial advisor’s biggest problem isn’t awareness... it’s apathy! Discover Brittany’s 5-Part Framework for turning your business from a commodity to a category of ONE that your clients can’t live without.  What processes in your business do your clients find annoying and frustrating? Dubbed 'slow elevators' by Brittany, learn how to transform these inconveniences into golden opportunities, crafting unforgettable experiences that leave your clients delighted.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Brittany’s book, "Creating Superfans" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "58" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/58FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.  Copyright ©️ 2024 Triad Partners. All rights reserved. TP04243458876 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m joined by a very special guest, Arthur Brooks, to discuss a very special topic: happiness. Arthur is a Harvard professor, author, and social scientist specializing in happiness. He has written 12 books, including the New York Times bestseller “Strength to Strength,” along with “Build the Life You Want,” a book he co-authored with Oprah. Arthur is also a columnist for The Atlantic and was selected as one of Fortune Magazine’s “50 World’s Greatest Leaders” while serving as president of the American Enterprise Institute, one of the world’s leading think tanks.In short, Arthur’s done it all. And if you want to talk about the science of happiness — and money’s role in the equation — he’s your guy. So that’s what we did in this episode.Strap in for a packed conversation that applies to the core of doing business and doing life. You’ll hear about the relationship between money and happiness, how to adopt different habits that may increase your happiness, and how your brain changes as you age — and what that means for how you run your business. 3 of the biggest insights from Arthur Brooks…Discover the correlation between money and happiness — and the science behind our endless pursuit for more! What Arthur learned from working alongside infamous leaders like Oprah and The Dalai Lama – including their secrets to living a happy life. Why do so many retirees feel empty and unfulfilled? Arthur explains what’s going on psychologically and gives his best advice for helping your clients navigate retirement with passion and purpose. GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Arthur's book, "Build the Life You Want: The Art and Science of Getting Happier" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "57" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/57FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m sitting down with Triad Member Russ Ross for an honest and raw discussion about overcoming adversity and navigating the stressful environment of financial services.Russ is the president and founder of Russ Ross Wealth Group, where he specializes in helping his clients navigate the phases of their retirements. Together with his wife Michele, Russ also focuses on helping educators in the 403(b) space.In today’s episode, Russ and I get real. As advisors and entrepreneurs in a high-stress industry, we know the temptation of unhealthy coping mechanisms. Russ takes us through the struggles he’s witnessed and lived — and advice for anyone who needs to overcome their own challenges. You’ll also hear insights on running a practice with your spouse, how to improve client relationships and inspire referrals, and how to make sure your work doesn’t swallow your personal life. 3 of the biggest insights from Russ Ross …From addiction to alcoholism, unhealthy coping mechanisms are a harsh reality in our industry. Hear how Russ worked through his struggles and found healthy outlets for stress management. Russ and his wife Michele are one of many husband-and-wife teams in financial services. Listen as he shares his advice on how to run a business together while staying happily married.Put the phone down and be present. Get strategies for drawing clear lines between work and life so you can be available for your family.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people]To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/56FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Well, we've got a special one for you today! Triad's very own, Shawn Sparks is jumping on the pod to talk about his new book, The Advisor Transformation. Now, if you've been following my journey, you'll know that Shawn isn't just my business partner; he's been by my side through thick and thin, and has been a trusted friend for years.Shawn's expertise is undeniable. He's worked with hundreds of advisors throughout his career, not only showing them how to be better business owners, but to level up as spouses, parents, and individuals.In his new book, The Advisor Transformation, Shawn unpacks the mindsets, strategies, and tactics designed to help growth-minded advisors scale into unlimited joy, freedom, and significance at work and home. It's not just a book; it's a culmination of Shawn's life's work and dedication to redefining success for financial advisors everywhere.Coming March 22nd. Join the waitlist & get an exclusive look at the first three chapters instantly RIGHT HERE.3 of the biggest insights from Shawn Sparks…Hear how one advisor went from $80M of annual new assets to $250M within 3 years while reducing 90% of his workload – and identify and defeat the enemies of scaling!Why focusing on bottom-line metrics might be holding you and your business back – and how prioritizing significance could be the key to uncapping your ceiling.Actionable advice for becoming a calm, confident leader — and how to inspire your team to execute your vision GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Shawn's book, "The Advisor Transformation: The Ultimate Guide to Growth, Freedom, and Joy for Financial Advisors" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "55" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/55FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The experiences of Triad member shared are unique and may not be representative of all Triad Member experiences.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m talking with Robert Sofia, the co-founder and CEO of Snappy Kraken – an award-winning marketing technology firm that provides financial advisors with a complete digital marketing system to foster and deepen relationships with clients and prospects, while making it easier for advisors to fulfill all of their marketing needs in one place.The company was named “The most innovative marketing platform for advisors" by Investment News, and ranked as the "Best Overall Content Marketing Company" for four years running.Before Snappy Kraken, Robert helped grow his practice’s AUM from $125M to $650M in less than five years. His secret sauce? Merging great marketing and great systems with great advisors. After seeing the opportunity to help other teams grow, Robert made the leap and started Snappy Kraken in 2016. 3 of the biggest insights from Robert Sofia…How to convert cold traffic into meaningful client relationships – and why video is the best way to build trust and drive in-person meetings. Plus, a simple strategy to increase website conversions by 400%!Hear Robert’s best advice for acquiring top talent and incentivizing performance that can unlock exponential company growth. The impact AI will have on financial advisors – and how you can use technology to forge meaningful connections, create a great client experience, and scale the human side of financial advice. GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Robert's book, "Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands In The World" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "54" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/54FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP03243416046See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today’s episode is a fun one. I’m talking with my good friend and one of the most inspiring human beings I’ve ever met, Hal Elrod. In case you don’t know, Hal is the author of one of the highest rated books in the world, The Miracle Morning – which has over 6,000 five-star Amazon reviews and has sold over 2 million copies. But it’s much more than a book, it’s a movement that has inspired millions of people to unlock their full potential, one morning at a time. Hal’s life is nothing short of miraculous… At the age of 20 he was hit by a drunk driver, died for 6 minutes, and was told he’d never walk again. At 28, he lost over half of his income, racked up $52,000 in credit card debt, and his home was foreclosed on by the bank. At 37, he was diagnosed with a rare, aggressive form of cancer and was given a 30% chance of surviving.Hal has defied seemingly insurmountable odds time and time again, and in this episode, you’re going to get the personal development systems and frameworks he’s used to achieve the business and life of his dreams. 3 of the biggest insights from Hal Elrod …The power of The Miracle Morning and why your level of success will seldom exceed your level of personal development. The 5-Minute Rule and the “Can’t Change It” mantra that anyone can use to overcome life’s biggest (or smallest) challenges.  The Miracle Evening routine that turns anxiety and stress into blissful bedtime and better sleep. This inspiring framework is what Hal used to overcome his own challenges with sleep, depression, and suicidal thoughts at the darkest time of his life. GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Hal Elrod's book, "The Miracle Morning (Updated and Expanded Edition): The Not-So-Obvious Secret Guaranteed to Transform Your Life (Before 8AM)" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "53" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/53FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP02243415654See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m interviewing Triad Members Tyler Wrezinski and Andrew Hall, the co-founders of Virtus Financial Group. As you’ll find out, these guys are a ton of fun to hang out with, super authentic, and are proof of what can happen when you surround yourself with the right people and you’re willing to step into the unknown. In two short years, they went from an insurance-focused offering to an RIA with a holistic planning approach – bringing in north of $35M in total assets for 2023 and now sitting at $50M in AUM. I got a lot of joy out of hearing them describe how our community has helped them level up and change the way they do business AND life – and I know you will too!  3 of the biggest insights from Tyler Wrezinski & Andrew Hall…The power of community and what happens when competitors become collaborators, egos are left at the door, and success isn't measured by numbers, but by the support and camaraderie of a like-minded tribe.How to guide your clients toward a meaningful future and give them the courage and confidence to truly live their life – and spend without worry.Learn how prioritizing a culture of trust and alignment can supercharge your team's performance, attract top talent, and create unstoppable momentum!FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people]To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/52FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2024 Triad Partners. All rights reserved.  See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m talking with my good friend, Justin Donald. He’s a successful entrepreneur and the founder of The Lifestyle Investor – a company that teaches people how to create wealth, without creating a job. Justin went from being stuck in the rat race and putting work before family to mastering low-risk cash flow investing and passive income strategies. He developed a set of investing principles that allowed him to buy back his time and grow his net worth to over 9-figures. And the best part is, he gets to show up fully as a husband and father. Through his Lifestyle Investor membership group, courses, book, and podcast, Justin has taught thousands of others how to build the wealth, freedom, and lifestyle of their dreams. Justin’s also got a ton of wisdom when it comes to building and scaling businesses. He owns multiple franchises, multiple real-estate businesses, one of the largest mobile home park portfolios in the US, a residential maintenance and rehab company, several operating companies, and more. He’s hired thousands of people throughout his career, so there’s a ton of insights in this episode around growing and empowering your team.  3 of the biggest insights from Justin Donald …How a 5-hour hike with Justin became the origin of Triad’s mission of “Do Business. Do Life” – and why I strongly believe in the idea of work/life integration. Justin’s tips for hiring top talent and empowering your team, taken from his years of experience starting, acquiring, and scaling businesses.  How to avoid the trap of trading time for money, and build a life by design, not by default. GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Justin Donald's book, "The Lifestyle Investor: The 10 Commandments of Cash Flow Investing for Passive Income and Financial Freedom" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "51" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/51FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts, and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligationsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m talking with Dr. Daniel Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.As the Chief Behavioral Officer at Orion Advisor Solutions, Daniel develops tools and tech that make it easier for financial advisors to apply behavioral science to the real world.He’s authored books such as: "The Laws of Wealth," which was named the best investment book of 2017 by the Axiom Business Book Awards AND “The Behavioral Investor”, which provides a comprehensive look at the neurology, physiology, and psychology of sound financial decision-making. He's also about to release The Soul of Wealth: 50 Reflections on Money and Meaning, which you can now pre-order. In this episode, Daniel and I talk all about the relationship between money and living a meaningful and happy life. We also talk about what I call the “Entrepreneurial Lie”, his latest book, The Soul of Wealth, his book writing process, how to lead from a place of authenticity, and so much more! 3 of the biggest insights from Daniel Crosby… The psychological connection between money and happiness – and how to break the cycle of putting work before everything else. Daniel’s framework for writing a book with impact and the simple steps any advisor can take to overcome writer’s block and knock out that first book – regardless of how busy your schedule is.  The power of authentic leadership – and how to build genuine connections by embracing imperfections and showing vulnerability. GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Daniel’s book, The Laws of Wealth: Psychology and the Secret to Investing Success" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "50" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/50FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts, and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligationsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m talking with Wally Elibiary – a leader in the mortgage industry and the author of 24-7 Mindset.Wally has been in the mortgage business for 20+ years and has a ton of wisdom when it comes to leveraging people, systems, and technology to scale a business. In this episode, Wally shares his story and the problems he faced in his own company that were preventing him from achieving unlimited growth and freedom. While his mortgage business was considered “successful” he was burning the candle at both ends. Not only that, but he realized that 97% of his business was reliant on referrals from a single lead source, putting his entire business at risk.As we dig in, Wally’s going to teach you the exact system he developed to diversify his referral network, refine his systems, and scale from a solitary $40 million loan officer to a team that consistently closes $200M in loans.Oh yah, Wally also only works 24 hrs per week and he takes a minimum of 20 weeks of vacation every single year. If you want to learn how he did it AND how you can apply a similar approach to your advisory firm, this episode is a must-listen! 3 of the biggest insights from Wally Elibiary …Wally went from being a $40 million solo producer to building a team that closes $200+ million in loans annually. Hear how he went from one-man show to scaling his business – without sacrificing his freedom.Wally was only generating 3% of his business from his existing database. Listen to him share the strategy — and the technology — he used to boost that number to 37% by creating a referral network with CPAs, financial advisors, and attorneys. For the last 9 years, Wally has read 50+ books per year. But he doesn’t just read the books, he takes action! Learn his framework for retaining and implementing lessons from the books you read so you can achieve success in every aspect of life. GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Wally's book, "24-7 Mindset" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "49" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/49FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts, and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligationsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m chatting with Triad Member Stephen Stricklin, who is the president and founder of Wise Wealth LLC, an independent, full-service wealth management firm.As a former teacher, Stephen took his passion for educating others and adapted it to the financial services industry. His firm's motto, "First Wisdom, Then Wealth," says it all – they're focus is on helping clients achieve financial peace by teaching, not just selling stuff. In this episode, you’ll hear how Stephen shifted careers and built his own RIA from the ground up – including the major pivots he had to make in order to properly scale the business. What I love about Stephen’s story is his willingness to evolve and adapt. Even after building his firm for 15+ years, he had the humility to let go of what wasn’t working and completely restructure how he was building the business. 3 of the biggest insights from Stephen Stricklin…How Stephen borrowed Dave Ramsey’s platform (and other people’s programs), to build an audience and business from scratch – and the importance of diversifying your marketing funnel to reduce the risk of your prospect pipeline drying up.Stephen had built a team that wasn’t aligned or moving together in the same direction. Find out how he completely restructured the company, built a collective vision, and created a business that could finally scale. Learn to use Champagne Moments in your business to uncover your team’s personal and professional goals – so you can hold them accountable, help them succeed, and create meaningful experiences that they’ll never forget.  GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Private one-on-one coaching call with Brad! [limited to 3 slots]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/48FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts, and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligationsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What's up, DBDL listeners! We have a special episode for you this week. As some of you may know, at the end of last year, we released the DBDL Top Triad Member Moments of 2023, a roundup of the best advice shared on the pod from our valued Triad members. The episode was so popular that we thought, why not do something similar for all the non-Triad guests who came on the show to share their incredible wisdom?So, the team went back through our catalog of non-Triad interviews, pulled the best ideas, stories, and frameworks from the most downloaded episodes, and packaged them into 10 of the biggest takeaways. KEY TAKEAWAYS:The Clock Principle: Unlocking Higher Levels of Patience, Consideration, and Trust – Rener GracieThe Power of the One Page Financial Plan – Michael KitcesGuiding Clients Through Bold Leadership – Chris SmithThe Key to Building a World-Class Business – Shawn SparksLeveraging YouTube/Video Content to Grow Your Advisory Business – Dave ZollerHow to Avoid Having New Hires Quit in the First 100 Days – Joey ColemanThe “Compete & Retreat” Sales Talk Pushing Your Prospects Away – Simon BowenPodcast Funnel and New Client Engagement Process – Taylor ShulteA 3-Step Framework for Rewiring Your Brain for Empowered Thinking – Michael HyattTony Robbins 80/20 Mechanics and Mindset Model – Amy PorterfieldGIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: All Access Pass to 2023 Podcast Resources!To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "47" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/47FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m talking with Ann Hiatt, a Silicon Valley veteran with 15 years of experience as the Executive Business Partner for Jeff Bezos (Founder and CEO of Amazon), Marissa Mayer (former CEO of Yahoo!), and Chief of Staff to Eric Schmidt (CEO/Executive Chairman of Google).Ann now consults with executives and companies across the globe to reverse engineer their moonshot goals and get results. She’s a sought-after international speaker and angel investor with a ton of wisdom on what it takes to succeed in business and life. She’s also the author of Bet on Yourself: Recognize, Own, and Implement Breakthrough Opportunities, which outlines the daily habits and long-game strategies she learned working side-by-side for decades with the technology giants at Amazon, Google, and Yahoo. 3 of the biggest insights from Ann Hiatt …  The most important business lessons Ann learned from working as Jeff Bezos’s Executive Business Partner for nearly 3 years – and the story of how she almost killed him!  The top characteristics of unicorn leaders like Elon Musk, Jeff Bezos, Travis Kalanick, Eric Schmidt, and more – and the Goldilocks methodology for avoiding being too "hot" or "cold" and too "hard" or "soft" in any of these categories.  Discover how the philosophy “fall in love with the problem, not the solution” allows Google to unlock exponential growth and stay at the forefront of technology. JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/46FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts, and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligationsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What's up DBDL Fam and Happy New Year! This week, we’re shaking things up! After 40+ interviews with leading experts, entrepreneurs, and game changers in the financial world, I wanted to round up the best advice shared on the pod, and deliver it straight to your ear drums. I got the team to go back through the archives and pull the most meaningful and top downloaded Do Business and Do Life moments from 2023. We were fortunate enough to feature so many amazing guests that have truly impacted the way we do business and life! What better way to start off the year than to share those gold nuggets with our DBDL community, all in one easy-to-digest episode!JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/45FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.  The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m joined by Triad Member Victor Medina, the founder of both Medina Law Group and Palante Wealth Advisors.If you’re interested in cracking the advisor-attorney referral code — today’s episode is for you. After years as an estate planning attorney, Victor realized he could better serve his clients if he was also able to address their wealth management needs. In 2014, he launched his own RIA, creating a holistic practice that allows him to better follow his north star — helping people lead a great retirement knowing the best is yet to come.3 of the biggest insights from Victor Medina …With experience on both sides of the advisor-attorney relationship, Victor shares the 2 paths advisors can take to build exclusive referral partnerships with attorneys.How implementing a holistic planning approach helped Victor skyrocket his prospect conversion rates to 70%.Tips and strategies for keeping your team and your actions aligned with your long-term purpose as you scale.JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/44FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved.  See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.