Do Business. Do Life. — The Financial Advisor Podcast — DBDL

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.

Today, I’m talking with Jamie Hopkins, the Director of Private Wealth Management at Bryn Mawr Trust and a leading voice in the retirement income planning space. As the co-creator of the RICP designation, Jamie helped reshape how retirement income planning was being taught – filling a much needed gap in our industry and resulting in a complete shift in how advisors help clients secure their financial futures. In this episode, Jamie shares his motivations for getting into financial services and a ton of advice for advisors who want to build a winning practice that stays relevant in a fast-paced digital world.  3 of the biggest insights from Jamie Hopkins… The story of how Jamie co-created the RICP program, which more than 20k advisors have gone through. This certification redefined retirement income planning for financial services and has led to better retirement advice for millions of Americans. Are you really offering comprehensive planning? Jamie explains many advisors don’t, but claim they do. He then shares advice for how you can limit your scope of services without losing your clients to competitors who offer holistic planning.  As AI and technology continue to sweep the financial advisory space, Jamie shares ways advisors can prepare their practice to thrive in the future. 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/43FOLLOW 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 speaking with Matt Middleton, the CEO of Advisor Circle – a venture studio and incubator that’s modernizing the wealth management industry and inspiring the leaders of today to think and act differently.Our industry doesn’t need to be dull, boring, and traditional. It can be more creative, more impactful, more innovative, and more fun. And Advisor Circle is building products that are leading the charge.The products they spin out of their studio come in different forms, including conferences, festivals, software applications, and media experiences. What unites them is vision: That when you connect the most innovative financial services companies with forward-thinking financial professionals, good things happen. 4 of the biggest insights from Matt Middleton … How Advisor Circle built its signature event Future Proof into the world’s biggest event for independent financial advisors. 3 tips for turning your next client engagement from a run-of-the-mill event into an impactful experience. How to adopt Advisor Circle’s frictionless system to facilitate one-on-one meetings between mutually interested event sponsors and advisors. It can be hard to differentiate from the advisor next door. Take Matt’s tips for using data to stand out from the crowd by creating a more unique offer, brand, and business.  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/42FOLLOW 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 joined by Taylor Schulte, a financial planner, author, speaker, and Founder of Define Financial. He’s also the host of two financial podcasts, including the Stay Wealthy Retirement Show, and Experiments in Advisor Marketing.For advisors with a podcast OR for those who have thought about starting one, Taylor is proof that it can be a valuable asset to your business. Not only have his shows racked up more than 2 million downloads, but they’ve driven an estimated 98% of new revenue for his firm. His podcasts also have allowed him to expand geographically, with more than 50% of his clients connecting via Zoom. 3 of the biggest insights from Taylor Schulte … Taylor’s podcasting playbook, including how to define your niche and turn listeners into paid clients. Why getting hyper-specific on your ideal audience allows you to expand your geographic reach and become more selective when choosing new clients. A step-by-step framework for how Taylor onboards new clients – including the client engagement standards + advisory agreement he gets every client to review and sign that sets expectations, protects his time, and creates the ultimate client experience.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/41FOLLOW 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. TP11233252252See 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 Triad Member, Wayne Wagner. Wayne is the president of Vizionary Wealth Management, a firm that’s focused on building legacies for pharmaceutical executives.In this episode, Wayne shares his story of scaling a financial advisory business that’s highly specialized – and how carving out a niche allowed him to add enormous value to his clients lives and differentiate himself among the competition.  3 of the biggest insights from Wayne Wagner … The Law of the Lid and how weak leadership can limit success – not only for you, but for any member on your team. How to identify niche markets as a financial advisor, so you can differentiate yourself among the competition – and how this makes it tougher for AI to steal your job! In business, your differences are your strengths. Learn how to build and empower a high-performing team that compliments one another.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/40FOLLOW 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. TP11233252252See 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 an extra special episode lined up for you today.I was recently asked to guest host on the Front Row Dads podcast. In case you’re unfamiliar, Front Row Dads was started by Jon Vroman – it’s a membership group and podcast created for fathers who want to level up their Dad game and put family first. As Jon describes it, it’s a group for Family Men With Businesses, Not Businessmen With Families. This group has by far had the biggest impact on how I show up for my family – so if anyone’s interested in learning more about that group, definitely go check them out. Not only did I get to take over the Front Row Dads podcast for an episode, but I got to decide who I was going to interview. I chose someone who I greatly admire when it comes to both business and family – the one and only, Michael Hyatt, who is a NYT bestselling author and the founder of Full Focus.  3 of the biggest insights from Michael Hyatt …  Why you don’t have to sacrifice family in order to succeed in business – you can have both!    How Michael maps out his schedule, including planning date nights with his 5 daughters. The story of when Michael’s wife told him that despite his incredible success, she felt like a single mom – a moment that completely shifted how he shows up as a husband and father. 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/39FOLLOW 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 one of our own, Triad’s Head of New Member Outreach, Jordan Rigi. For so many advisors, career success comes at the expense of family, relationships, and life. But it doesn’t have to – and Jordan’s here to prove it. His new book, “Success is the Enemy” helps advisors examine their success, embrace their significance, and build something bigger than themselves. In this episode, we dive into Jordan’s book and unpack the key lessons to achieving unlimited growth, freedom, and joy, in both your business and life.  3 of the biggest insights from Jordan Rigi … Why “success” is not the be-all, end-all – and will become your enemy if you let it.  Why vision cannot be copied and pasted – and how to create one that truly differentiates you as a company.  The 5 Principles to building a significant business – including how marketing, sales, operations, culture, and vision all work together to create something that’s bigger than you. 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/38FOLLOW 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 joined by Adam Holt, the founder and CEO of Asset-Map, a fintech platform that helps advisors facilitate more meaningful conversations with clients by streamlining high-level data into a simple report.Early in his career as an advisor, Adam was frustrated with the material available to him for client meetings. The overly detailed financial reports didn’t help clients make better decisions — they just made clients confused. To fix the problem, Adam created and introduced Asset-Map to his own practice, helping grow his AUM to nearly $1B in under a decade. Today, you’ll hear why clients respond so well to simplicity in financial planning, how to use fintech to ask better questions in client meetings, and how to create a company culture that prioritizes life over business.  3 of the biggest insights from Adam Holt… How to bridge the gap between the financial planning data advisors have and the implementable financial advice clients want.  3 tips for financial advisors who are struggling to stop working so much without sacrificing the upside potential of their business. Defining your values and taking an intentional approach to organizing your calendar to create the proper time distribution between life and business.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/37FOLLOW 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 Michelle Short, the COO of SHP Financial — a Triad member firm that manages more than $1B in assets.In the years leading up to Michelle’s hiring in 2014, SHP was generating about $10M in annual new assets. Fast forward to 2022 and SHP was bringing in more than $250M in new assets, with roughly 32% of those assets coming via referrals. As the operations architect, Michelle has plenty of insights into how SHP scaled — and advice for those who want to do the same.In this episode, you’ll hear how SHP streamlined its operations to allow for such rapid growth while easing advisor workloads. You’ll also learn about how to save team members from their personal “Drudge Zones,” how to evaluate both team members and clients for culture fit, and how to build referrals within your own practice.  3 of the biggest insights from Michelle Short … How identifying the roles and responsibilities each team member is best suited to handle can help you build your internal operations and scale your revenue. How to construct a client experience like SHP’s that has led to more than 33% of its new business being generated from referrals. Advice for hiring and retaining talent that creates an internal culture you’re excited to do both business and life with. 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/36FOLLOW 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.SummarySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m speaking with education disrupter, Matt Beaudreau. In 2016, Matt launched Acton Academy Placer – an alternative to the traditional education model that’s reshaping how kids learn. It’s not a school, it’s a workforce. After working his way from public school teacher to private school administrator, Matt got an up-close-and-personal view of the education system. He saw an opportunity to revamp education to prepare students to succeed at life — not just at standardized tests — and Acton Academy was born. Kids learn hands-on through trial and error, self-awareness, self-confidence, perseverance, and the things they're actually passionate about. More recently, Matt Co-Founded Apogee Strong – a specialized mentorship program designed specifically to shape young men into better providers and protectors.  3 of the biggest insights from Matt Beaudreau… Why the current education system fails to prepare many students for the real challenges of life — and how to reshape education to make key lessons stick. The most powerful thing parents can do to prepare their children for financial literacy and sensitive real-world topics like religion and politics. Ways to get your kids interested and engaged in learning about personal and family financial matters.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/35FOLLOW 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 today’s episode, I’m talking with Sten Morgan, the founder of both Legacy Investment Planning and Elite Advisor Network, a community for financial professionals. When Sten founded Legacy at age 25, he decided to do things a little differently. Instead of framing client conversations around products, Sten developed an advice-centric and value-first approach to financial planning. The approach led to rapid success, and Sten was named a “40 Under 40” advisor by Investment News at age 30.Today, you’ll hear Sten pull back the curtain on how he provides value and advice to new and existing clients. You’ll also hear his best advice for generating referrals, how he handles his client fees, and the value of writing a book as a credibility funnel for your business. 3 of the biggest insights from Sten Morgan … How to use the first 5 minutes of a client meeting to provide value that will leave a lasting impression and increase your referrals.  Finding the best way to evaluate, assess, and discuss advice-based fees for clients who have drastically different financial needs. Why showing vulnerability and transparency can make you a better leader and ease the strain on your mental health.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/34FOLLOW 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 former CrossFit Games champion and family-first entrepreneur, Jason Khalipa.As he worked his way to the top of the CrossFit world, Jason developed a hardened mindset, employing strategies to excel under pressure, ultimately earning him the badge of unshakable confidence.After winning the CrossFit Games in 2008, Jason opened up a single gym, and has since scaled to 20 locations worldwide. In this episode, not only does Jason share his best advice for growing a business, but you’ll also learn about the value of serving a defined niche, how to keep a level head as a leader, and how to give your kids a great life without accidentally spoiling them. 3 of the biggest insights from Jason Khalipa …  The mental exercise Jason did with his mindset coach that both athletes and business owners can use for reducing stress when it’s time to perform.  Ideas for building confidence in your children, parenting different personalities, and instilling a strong work ethic and core values in your kids.  How to detach from your ego, emotion, and perspective to be a better leader and make more rational decisions.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/33FOLLOW 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.

We’ve got a special one lined up for you today! I’m talking to Triad’s Chief Product Officer, Kristin Shea, who has been helping build and shape our company since day one. If you’re in financial services, you’ve likely already come across Kristin on LinkedIn, a platform she leaned into and leveraged early on to connect and build relationships directly with advisors. In fact, this is where I discovered her AND why I pushed so hard to recruit her! Over the years, Kristin has amassed a significant following through her authenticity and ability to create advisor-focused content that adds value and serves our community at the highest level. Her continued success is rooted in helping advisors do one thing: build a practice that blesses your life instead of becoming it.She’s also the author of The Truth About Digital Marketing for Financial Advisors: How to Create a Magnetic, Authentic Brand that Unlocks Unparalleled Growth for Your Firm – go grab a copy here! 3 of the biggest insights from Kristin Shea … How to create a company vision that attracts top talent and gives people permission to be themselves.  What building a brand truly means – and how to create one your entire team believes in.  The 3 core tenets to creating content in the “attention economy” – and how to overcome imposter syndrome and leverage social media to foster deeper connections and generate new business. 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/31FOLLOW 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 John Israel, the founder and Chief Gratitude Officer of Mr. Thank You.After building a successful sales career, John realized he was struggling to appreciate his life. In an attempt to reconnect with gratitude, he decided to write 5 thank you cards a day for 365 days, and that decision completely transformed his life. What started as an experiment, turned into a coaching business that teaches high-performers how to tap into appreciative leadership. In this episode, you’ll learn all about the power of gratitude and how to use it to create a culture of connection with your clients and team, strengthen retention, reduce burnout, and achieve extraordinary opportunities in both your business and life. 3 of the biggest insights from John Israel …  How to use the Values-Outcomes-Weaknesses Framework to understand people at a deeper level so you can serve them better. The difference between active gratitude and passive gratitude — and how active gratitude makes people more likely to engage positively with you. The 3 reasons high-impact performers quit — and how implementing a gratitude practice can help retain top talent.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/30FOLLOW 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 chatting with Leore Avidar, the founder of Alt—a sports cards collectibles platform that makes it simple for investors to buy and sell authenticated, investment-grade trading cards.What was once seen as a hobby, has turned into an alternative asset class that serves a ~$15 billion market, expected to rise to $49 billion by 2032.In this episode, Leore and I geek out on our love for sports card collecting and talk about his approach to starting and scaling multiple businesses. 3 of the biggest insights from Leore Avidar … Why sports card collectables are such an attractive asset class to investors – and why I love watching my son build his own portfolio of cards. Where does self-awareness come from and how can you cultivate it to become a better leader? How Leore built and scaled 8 and 9-figure businesses by prioritizing talent. Learn how to find, hire and evaluate great people for your team. 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/29FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE This episode is not offered as investment advice. All individuals should independently evaluate the appropriateness of any investment based on their own circumstances. Brad Johnson is a user of Alt.xyx and sits on an advisory board for the company. The appearance of Leore Avidar, was not paid for.DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.Copyright ©️ 2023 Triad Partners. All rights reserved.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I’m joined by Triad Members and husband-and-wife power duo David & Kristy Afraimi, the founder and COO of BAM Advisory Group.In 2018, BAM Advisory gathered $17M in new assets with David as the sole producer. In 2023, the team is on pace to bring in $60M in annual new assets, hit $100M in AUM and hired their 9th and 10th team members. Talk about growth! In this episode, David and Kristy lay out the blueprint for their exponential growth. You’ll hear strategies for crafting distinct brand messaging that resonates with prospects, how to run a business with your spouse, and how to ditch the advisor-in-charge model that’s preventing you from scaling.  3 of the biggest insights from David & Kristy Afraimi … How BAM Advisory scaled to a $60M annual pace by honing in on their brand messaging. Tips for creating a company vision that differentiates your practice beyond the cookie-cutter “holistic planning” approach that so many teams offer. Advice for maintaining healthy relationships in teams that have a husband-and-wife or other family dynamics.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/28FOLLOW 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. TP08233086063See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If you find it difficult to retain top talent, you’re not alone. Studies show that somewhere between 20% and 60% of new hires quit in the first 100 days!That’s why I’m excited to speak with Joey Coleman. When organizations like Whirlpool, NASA, Volkswagen, and Zappos need to boost employee satisfaction, Joey’s the guy they turn to. He’s the author of the #2 Wall Street Journal bestseller, Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days, and the recently released Never Lose an Employee Again: The Simple Path to Remarkable Retention. In this episode, Joey’s going to teach you his proven framework for recruiting an all-star team, successfully onboarding them, and keeping them engaged while producing remarkable results for your business for years to come.  3 of the biggest insights from Joey Coleman… Replacing an existing team member can cost an employer 100%-300% of that person’s salary. Joey shares ideas for fostering an environment that team members want to return to from day 1. The 8 phases of the team member journey and how each one can help improve employee retention, performance and satisfaction. Data from Glassdoor shows that companies with a strong onboarding program see an 82% increase in productivity and a 70% increase in retention. Hear tips for making onboarding an effective experience — not just a process.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/27FOLLOW 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 Brian Portnoy – Founder of Shaping Wealth, CFA, and one of the world’s leading experts at simplifying the complex world of finance. In this episode, Brian breaks down the psychology of money and its relationship to happiness in a way you’ve probably never heard. You’ll learn how to help your clients rewrite their story around money and go from a constant quest for more, to building true meaningful wealth – or as he calls it, “funded contentment.”Rich is a number, but wealth is a mindset – and that is the theme of today’s episode!  3 of the biggest insights from Brian Portnoy … The psychological relationship between money and happiness. Learn how to transform the way you speak with your clients and make them feel more seen, more heard, and more understood than ever before.  Why ego blocks so many advisors from future success – and how to adapt a true growth mindset and shift from solo advisor to business owner. Will AI replicate and replace financial advisors? Brad and Brian share some thought-provoking ideas around what the future could hold for financial services – and how you should be thinking in order to survive and stay relevant in a rapidly changing world.  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/26FOLLOW 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 Chandler Bolt, the CEO of SelfPublishing.com – an Inc 5000 company that he built from 0 to $43M+ in 8 years.Chandler has authored 6 bestselling books and has helped thousands of people write a book that grows their income, impact, and business.If you’re a financial advisor who wants to write a book AND leverage it to generate more business, Chandler’s here to share his proven formula! 3 of the biggest insights from Chandler Bolt … Why writing a book builds authority and credibility as a financial advisor. How to write a book and leverage it to get more leads, more sales, and more referrals. Pairing your book with psychological sales principles to increase demand and interest at seminars. 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/25FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE Please note some of the strategies Chandler discusses may not be directly transferable to the financial services world, please be sure to run any new strategies past your compliance prior to implementing. 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. TP08233061256See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We have a special episode today as I’m joined by Triad members Jeremy Reiland, Nick Reiland and Tim Kuntz of Vantage Point Financial. With offices in the Chicago, St. Louis and Detroit, Vantage Point Financial have set themselves apart by trademarking their holistic approach to retirement — The Elevated Retirement Plan™.In 2022, Vantage Point brought in $58M of new assets. This year, they’re on pace for $80M - $100M. How? If you ask Jeremy, Nick and Tim, they’ll tell you it’s thanks to a combination of their trademarking, authentic client connections and financial planning that focuses on life goals — not numbers.Join us as we discuss Vantage Point Financial’s best practices for rapid growth while maintaining a client-first focus. You’ll also hear about a simple change that makes sales presentations more effective, how to speak to older clients as a younger advisor, and how each of the guys defines “Do Business. Do Life.” 3 of the biggest insights from Vantage Point …  Leadership, mindset and client interaction tips that have helped Vantage Point grow from $35M to $80M+ of new assets in only a few years.   How advisors can avoid the curse of knowledge, adjust their language, and help their clients live beyond what they thought was possible in retirement.  Gain unwavering clarity, boost client confidence, and stand out from the competition by trademarking your process! 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/24FOLLOW 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.

I recently got an opportunity to interview Rener Gracie – a Brazilian jiu-jitsu black belt, coach, author and entrepreneur. If you’re unfamiliar with the Gracie family, they are widely regarded as one of the most accomplished family dynasties in martial arts history. Ok, so what does Jiu-Jitsu have to do with financial advising? Well, for starters, BJJ is a complex sport with thousands of techniques and moves. Not only can learning the moves be challenging, but knowing which ones to use and when to use them, can get overwhelming quickly. As Rener says, “the right move at the wrong time, is the wrong move.” I see a lot of parallels with financial services. As an advisor, you need to be able to ditch the financial jargon and simplify the information in a way that’s easy for your clients to understand. You also have to be able to guide your clients on which tools and strategies to use depending on their specific situation. What’s also interesting about Rener is that he’s been able to scale his BJJ schools across the country AND he’s mastered the art of creating online content to help feed that growth. So, when it comes to building an online community and attracting your ideal audience, Rener’s got a lot of wisdom to share!  3 of the biggest insights from Rener Gracie …  How Rener grew his YouTube channel, The Gracie Breakdown, to 870k subscribers and 196 million views – and how he leveraged his channel to build an online community of 380k paying students.   3 Jiu-Jitsu principles that you can use to motivate others, resolve conflict, and overcome big obstacles in both your business and life.   The viral video content strategy Financial Advisors can use to turn their “black-belt” knowledge into simple to understand content that attracts their ideal clients and grows their online presence.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/23FOLLOW 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.

For any advisors who are fans of wine and/or investing, this episode is for you!I’m speaking with Anthony Zhang, co-founder and CEO of Vinovest—an online platform that allows anyone and everyone to invest in fine and rare wine.In the past, wine investing was exclusively reserved for the ultra-wealthy. However, Anthony figured out how to leverage technology to eliminate barriers and make this lucrative asset class a lot more accessible.BTW, this isn’t his first startup either. A separate company was backed by Mark Cuban and later acquired when he was only 21 years old. After a successful exit, he went on to start and scale multiple businesses. So, a lot to learn here on growing a team and getting the right people on the bus. 3 of the biggest insights from Anthony Zhang … Why wine investing not only delivers delight, but also minimizes taxes and offers consistent returns that have outpaced the stock market. The values-first hiring process that allowed Anthony to scale Vinovest into a lean 20-person company that manages 9-figures in assets. How Anthony turned adversity into abundance and gratitude after an accident left him paralyzed from the neck down. 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/22FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE This conversation is not to be considered investment advice. All individuals should independently evaluate the suitability of any investment based on their own circumstances. Brad Johnson is an investor in and a client of Vinovest, Inc.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. TP07233006405See 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 Dave Zoller about how to effectively leverage YouTube to build your advisory business.Not only has Dave built and scaled his own retirement planning firm, but he also teaches advisors how to do the same through his online platform, Streamline My Practice.And what’s really cool is that he’s successfully using YouTube as a marketing funnel. Last year, his YouTube videos accounted for $60M of new assets for his firm!Today, he’s going to share the strategies he’s used for getting in front of the camera, creating content that converts, and leveraging video as a way to expand your reach and connect with your audience.And I know what some of you may be thinking… “I don’t have time for that.” But good news for you. Dave has simplified and streamlined the entire process so that creating and publishing valuable content that speaks to your ideal clients, doesn’t consume your life. 3 of the biggest insights from Dave Zoller … Tips for getting past first-video jitters, creating hooks that make prospects take notice, and coming up with real-life ideas for quality content. Strategies for promoting and positioning your content on YouTube or social media in a way that attracts more viewers. How to structure videos to convert your viewers into clients while accounting for your position on the content creation journey.  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/21FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE Compliance Disclosure: These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.TP03233005918See 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 Jason Wenk, who has spent the past 20+ years working to make financial advice better, more affordable, and accessible to everyone. He has started and scaled many businesses, including FormulaFolios, which managed over $3.2 billion and was named the fastest-growing private company in the country by Inc. magazine 4 years in a row.Today, he is the founder and CEO of Altruist, which is a modern custodian for independent financial advisors.In this episode, Jason shares his early journey building businesses in the financial services industry and how he went from unhappy and burnt out to hitting the reset button to pursue a more meaningful life on his terms.  3 of the biggest insights from Jason Wenk… The “Core Desires” exercise Jason used to go from an unhappy and burnt out financial advisor, to taking a leap of faith and building a business that serves his life.  The characteristics of a great fiduciary advisor and how to avoid biases so you can serve your clients at the highest possible level.  Discover The Flywheel Effect and how you can use it to measure what matters most and build massive momentum for your business.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/19FOLLOW 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.

Raise your hand if you’ve ever sent or received a corporate gift? It’s pretty common practice in our industry to receive branded swag as a “thank you for doing business with us.”The problem is, most of the time, it’s meaningless junk. I don’t know about you, but a key chain or mug with a big company logo on it, doesn’t really make me feel appreciated.While sending gifts like this is a well-intentioned act, it’s actually doing you and your business more harm than good.If this has been your approach to loving on your clients, team, and the people in your life who matter most, I’m here to tell you that you’re doing it wrong. And btw, I’m not here to judge… I’m totally guilty of giving gifts like this too!It was only after meeting today’s guest, John Ruhlin, that I started honing my skills in the art of gift giving.If you’re unfamiliar, John is a Gifting Expert and author of Giftology, a methodology that’s been used by some of the largest companies and pro sports teams in the world.In this episode, he’s going to share how you can use his system to cut through the noise, increase referrals, and strengthen relationships with the people who matter the most.If you want to win the hearts and minds of influential people, attract your ideal clients, and enjoy the benefits of a growing business and meaningful relationships, both personally and professionally, this episode is for you! 3 of the biggest insights from John Ruhlin … Why price tags have nothing to do with effective gift-giving — and how to craft a personalized gift that will move your relationships forward and leave a presence in your absence for years to come. Could sending golf balls and polos have a negative effect on developing relationships with key prospects? Learn why company-branded items can reduce your status in the eyes of the recipient — and what to send instead. Statistically, only 10%-20% of widows stick with their financial advisor after a spouse passes away. The data illustrates a key point — doing business with someone means doing business with their inner circle, too. Hear how you can use gift-giving to turn close relationships of key clients into your biggest allies. 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/18FOLLOW 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 the one and only Amy Porterfield. Amy’s a NYT bestselling author and online marketing expert who has helped hundreds of thousands of business owners turn their unique knowledge into recurring revenue streams through scalable digital courses.As a financial advisor, why does that matter? Well, as I’m sure you’ll agree, your time is valuable, and unlike coaching one-on-one, a course is an opportunity to share your knowledge at scale, while also reaping the benefits of expanding your reach. At Triad, Amy’s frameworks have been a super intuitive way for us to take everything we coach on and package it up into something that adds value and is easily accessible for our members. In this episode, you’ll hear Amy walk through the 3 main types of digital courses, the questions to ask yourself to uncover your best idea for a digital course, and the logistics of structuring a successful course so you can leave the episode with a course idea ready to go. You’ll also get insights on using online courses for prospect lead generation, how to structure your advice to get clients to take action, and an implementable system to ease the burden of hiring and onboarding effective team members.  3 of the biggest insights from Amy Porterfield … The 3 types of digital courses advisors can consider creating: the starter course, the spotlight course and the signature course — and how each serves a different purpose for the course creator. Not sure how to come up with an idea for your digital course? Follow along as Amy goes through the 4 quadrants to determine your sweet spot for digital course creation.  Getting clients to listen to advice and getting clients to act on advice are different challenges. Hear how you can get results with client advice or digital courses by using the Tony Robbins 80/20 mechanics and mindset method. 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/17FOLLOW 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.

If you’re an advisor who’s building your business, there’s a very good chance you’ve made some grueling sacrifices in return for growth…Late nights in the office, working on the weekends, and missing important time with family, to name just a few.It may feel like the only way to grow is to grind; to sacrifice your freedom. That’s what I call the “entrepreneurial lie.” But I promise, there’s a better way. One where you work less, and your business continues to grow.Today’s guest, Triad member Anthony Pellegrino, is the living proof. Anthony’s business, Goldstone Financial Group, was doing $91M in assets when he started working with Triad. The problem was that he was completely burned out, mentally exhausted, and he was missing life’s most important moments with his wife and kids.In today’s episode, you’ll hear how Anthony completely shifted his mindset around growth and repositioned the business so it didn’t rely on him to scale.And despite the fact that he works WAY less, spends more time with family, and vacations for 8 weeks at a time, the business is on pace to reach $250M of new growth in 2023. 3 of the biggest insights from Anthony Pellegrino… How to shatter the belief that sacrificing your time and freedom is essential for growth. Discover the invaluable lessons Anthony learned from delivering over 1,000 live presentations. Gain practical strategies to elevate your seminar presentation skills, captivate your audience, and land more appointments. Uncover the secrets behind Anthony's success, including how he fired himself from operational tasks, empowered his team, focused on his zone of genius, and scaled his practice.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/16FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE Compliance Disclosure: These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. 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. TP06232928481See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We’ve all heard it before: “There just aren’t enough hours in the day.” For advisors looking to run or scale a successful practice, efficiency is crucial — and time is king. Luckily, modern technology gives advisors easier access than ever to time-saving tools. But how should that technology be implemented?To answer that question, I’m sitting down with my longtime friend Corey Westphal, the founder and CEO of Mobile Assistant, a dictation service that helps advisors document meeting notes and information quickly, easily and safely.On average, people speak about 7 times faster than they talk. By dictating notes from seminars and meetings, advisors can save themselves hours each week. And while dictation software has been around for some time, Corey shares some modern advancements that have supercharged the technology.Corey and I also spend some time diving into how templates — both in technology and business — can help scale your practice. You’ll also hear us chat about ways to build a top-tier company culture, how to avoid critical mistakes when scaling, and how resilience is an unshakeable route to success. 3 of the biggest insights from Corey Westphal …Customer data is quickly becoming a goldmine asset for financial advisors. Advisors who adopt enhanced technology can create opportunities for more targeted financial advice and better client experiences. Actionable advice for building a culture that attracts world-class talent to your team — and strategies for leading and developing that talent once it’s on board. Growing pains are inevitable for advisors who scale their practice. Learn how to balance growing your team and increasing your AUM without compromising the client experience.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/15FOLLOW 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. While Triad may promote the services of Mobile Assistant, we cannot guarantee the quality or accuracy of their services.  TP062928705 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

When I first started Triad, there were a lot of unknowns. But one thing was crystal clear in my heart: I refused to build a business that would come at the cost of my family.I wanted to create a company that not only thrived but also freed me up to cherish life’s most precious moments with my wife and kids.So many advisors fall victim to the idea that in order to succeed, those important moments have to take a back seat. The truth is, the “I’m doing it for my family” narrative is completely broken. Your kids, your spouse, they don’t care about your business or the money in your bank account. They just want you!No resource has made that clearer to me than The Family Board Meeting by power couple, Jamie and Jim Sheils. Their “Board Meeting” strategy has helped approximately 300,000 business leaders worldwide succeed at home.I have personally gifted their book to countless friends and co-workers, and I have seen firsthand how their framework has saved marriages. While there’s no perfect playbook for being a parent, The Family Board Meeting has been instrumental to my success as a Dad and husband, and today you’re going to see why. 3 of the biggest insights from Jamie & Jim SheilsThe 3 guiding principles to holding an effective Family Board Meeting and the impact that one-on-one quarterly’s can have on strengthening your relationship with your kids.  Discover practical strategies to regulate device time, revitalize family dinners, and connect with your kids on a deeper, more meaningful level.Unlock the secret to unforgettable date nights and reignite the passion that first brought you together. 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/14FOLLOW 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.  TP05232928351 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.