076: Triad Member - The Secret Behind 400% Growth in One Year with James and Kris Rea

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

https://bradleyjohnson.com/76

46:55

The War and Treaty’s Michael and Tanya Trotter grew up in Cleveland, Ohio, and Washington, DC, respectively, but both have family roots in the South. They also grew up in the musical traditions of their churches – Tanya in the Black Baptist Church and Michael in the Seventh Day Adventist Church – where they learned the power of song to move people. After becoming a father at a very young age, Michael eventually joined the armed forces and served in Iraq and Germany, where he took up songwriting as a way of dealing with his experiences there. Meanwhile Tanya embarked on a singing and acting career after a breakthrough appearance in Sister Act 2 alongside Whoopi Goldberg and Lauryn Hill. Now, after a long and sometimes traumatic journey, Michael and Tanya are married, touring, winning all sorts of awards, and set to release their fifth album together, and their fourth as The War and Treaty. Sid talks to Michael and Tanya about the new record, Plus One , as well as their collaboration with Miranda Lambert, what it was like to record at FAME studios in Muscle Shoals, and how they’re blending country, soul, gospel, and R&B. Learn more about your ad choices. Visit podcastchoices.com/adchoices…

рік тому 1:06:27

MP3•Головна епізоду

In this episode, I’m talking with James and Kris Rea, the dynamic husband-and-wife team behind Rea Financial. Their story highlights the power of authenticity and how crafting the right mission, messaging, and values can massively impact the success of your business.

The Rea's had to take a few steps back before they could leap forward, but their efforts paid off, growing from $8M to $36M in total assets in a single year. This transformation wasn't easy—it required deep, sometimes messy work—but it was essential for creating a brand that truly reflects who they are and the exceptional service they offer.

Today, I dive into their incredible growth journey and the playbook that fueled their rapid success.

3 of the biggest insights from James and Kris Rea …

Learn to stand out from every other advisor, deeply understand your mission and values, and transform your business into a powerhouse of growth and significance.

The mindset shift needed to attract and retain top talent – and how getting the right people on the bus can take you out of the drudgery zone, free up your time, and unlock new levels of success.

How your words shape your reality–believe you can achieve more, align with the right people, and watch your bold visions come to life.

FREE GIFT + JOIN THE DBDL INSIDER CREW

Today's Gift: 30 minute 1:1 call with Brad

To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

SHOW NOTES

FOLLOW BRAD JOHNSON ON SOCIAL

FOLLOW DBDL ON SOCIAL:

DISCLOSURE

DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

TP08243734025

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

107 епізодів

#Entrepreneur #Business #Brad Johnson #Triad Partners #Hiring #Financial Advisors #Investing #Independent Financial Advisor #Sales #Financial Services #Elite Advisor Blueprint #Financialadvisor #Financial Planning #Personal Development #Marketing #Trading

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

076: Triad Member - The Secret Behind 400% Growth in One Year with James and Kris Rea

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

published рік тому

Поширити

MP3•Головна епізоду

Today, I dive into their incredible growth journey and the playbook that fueled their rapid success.

3 of the biggest insights from James and Kris Rea …

Learn to stand out from every other advisor, deeply understand your mission and values, and transform your business into a powerhouse of growth and significance.

The mindset shift needed to attract and retain top talent – and how getting the right people on the bus can take you out of the drudgery zone, free up your time, and unlock new levels of success.

How your words shape your reality–believe you can achieve more, align with the right people, and watch your bold visions come to life.

FREE GIFT + JOIN THE DBDL INSIDER CREW

Today's Gift: 30 minute 1:1 call with Brad

SHOW NOTES

https://bradleyjohnson.com/76

FOLLOW BRAD JOHNSON ON SOCIAL

FOLLOW DBDL ON SOCIAL:

DISCLOSURE

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.

TP08243734025

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

107 епізодів

Усі епізоди

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

1
106: Solo - 3 Compensation Mistakes Financial Advisors Make When Scaling with Brad Johnson 19:48

4 дні тому19:48

19:48

If there’s one thing that can ruin a great team, it’s getting compensation wrong. I’ve seen it happen over and over—advisors accidentally overpaying, then having to backtrack (and losing their best people). Or underpaying, and wondering why top talent isn’t sticking around. In this solo episode, I’m breaking down the 3 biggest compensation mistakes I’ve seen independent financial advisors make, and how to fix them before they cost you your best hires. If you want to build a team that scales with you, attracts A-players, and doesn’t require endless hiring and firing, this episode is for you. 3 of the biggest insights from the episode … #1.) Stop Compensating for Today—Start Planning for Tomorrow Most advisors set comp structures based on current needs, not where their business is going. The result? A structure that doesn’t scale, overpays some roles, and causes resentment among the team. Learn how to future-proof your pay model before it’s too late. #2.) Match Compensation to the Role—Not the Person If you’re deciding pay based on an individual, not the job, you’re setting yourself up for chaos. I'll break down why comp should be role-based, scalable, and fair, no matter how many team members you add. #3.) Your Compensation Plan is Only as Strong as Your Training Model Hiring a great advisor? That’s step one. But if you don’t have a structured training track, you’re setting them up to fail. I’ll share how to mirror your comp plan with training, so new hires can ramp up fast and start producing sooner. SHOW NOTES https://bradleyjohnson.com/106 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. FOLLOW BRAD JOHNSON ON SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP02254220351 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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

1
105: Shannon Rosic - The Evolution of Fintech & AI for Financial Advisors 1:05:33

11 днів тому1:05:33

1:05:33

Technology is evolving faster than ever, and financial advisors who ignore it risk getting left behind. That’s why I’m sitting down with Shannon Rosic , Director of WealthStack Content & Solutions at Informa, to talk about the cutting-edge advancements that are reshaping the financial services industry. Shannon has spent over a decade at the forefront of fintech, helping firms navigate digital media, AI-driven solutions, and the evolving wealth tech landscape. Known by many as “Gadget Girl” for her creative and engaging approach to fintech storytelling, she’s the go-to expert on helping firms harness technology to scale efficiently—without sacrificing the human touch. In this episode, we dig into the future of AI in wealth management, how advisors can future-proof their business, and why the build vs. buy debate is more critical than ever. Plus, Shannon shares her take on the biggest tech trends advisors need to embrace now to stay ahead of the game. 4 of the biggest insights from Shannon Rosic … #1.) AI isn’t coming—it’s already here If you’re not testing AI-powered tools like automated note-taking, prospecting assistants, and workflow automation, you’re already falling behind. AI isn’t going to replace advisors, but it will separate those who embrace it from those who resist it. #2.) The Future of CRM & AI-Driven Workflows CRMs are evolving from static databases to AI-powered growth engines. The best firms are using AI-driven workflows to automate follow-ups, surface insights, and free up advisors to focus on what matters most—building relationships. #3.) The Must-Have Features of a Client Portal A great client portal isn’t just about access—it’s about engagement. The best portals deliver personalized insights, intuitive design, and seamless communication, making complex financial planning feel effortless for clients. #4.) Build vs. Buy: Which Tech Strategy Wins? Should firms build their own tools or buy off-the-shelf solutions? The best strategy is often a mix—leveraging best-in-class third-party tech while customizing key elements to fit your firm’s unique needs SHOW NOTES https://bradleyjohnson.com/105 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get 20% discount for Wealth Management Edge To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "105" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. FOLLOW BRAD JOHNSON ON SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP02254221191 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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

1
104: Triad Member - Gathering $49M of New Assets in a 4-Day Work Week with Brent & Kim Wells 1:31:59

18 днів тому1:31:59

1:31:59

For most advisors, scaling a financial firm without sacrificing your personal life can feel completely out of reach—until you meet Triad Members, Brent & Kim Wells. As the husband-and-wife team behind Young Wealth Management , they had to figure out how to work together in the business Kim started, define their roles, and escape the overwhelm of rapid growth. When things started to break, they restructured their approach—leading to a jump from $31M to $49M in new assets in just one year. In this episode, they break down the key shifts that made it possible—from Kim stepping into the CEO seat, to hiring the right people, to creating a culture that fuels growth without the burnout. The best part? They only work 4-days per week! 4 of the biggest insights from Brent & Kim Wells … #1.) The Shift from Operators to Leaders —Brent & Kim realized that scaling their firm meant spending less time on daily tasks and into true leadership roles. By redefining their roles and playing to their strengths—Brent focusing on revenue and client relationships while Kim took on the CEO seat—they created the space to drive long-term growth and build a business that thrives without being in the weeds. #2.) The Power of Building the Right Team —How a standout service advisor evolved into a Director of Operations, bringing the leadership and structure their team needed to scale. #3.) How a 4-Day Work Week Fueled Their Firm’s Growth – Brent & Kim structured their schedule to allow for focused, high-impact work while carving out dedicated time for family—proving that working less can actually lead to greater success. #4.) Building a Culture of Recognition —How the ‘Brag Box’ and intentional gratitude transformed team morale, boosted engagement, and created a client experience that truly stands out. FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES https://bradleyjohnson.com/10 4 FOLLOW BRAD JOHNSON ON SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Young Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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

1
103: Jon Acuff - How to Set and Hit Bigger Goals (The High-Performer’s Mindset) 1:08:55

25 днів тому1:08:55

1:08:55

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

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

1
102: Jim Kwik - Helping CEOs Think Faster & Remember More 1:06:02

5 weeks тому1:06:02

1:06:02

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

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

1
101: Michael Hyatt, Megan Hyatt-Miller, & Brad Johnson - Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Double Win Podcast) 59:06

6 weeks тому59:06

59:06

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

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

1
100: Anthony Pellegrino - Meet The Financial Advisor Who Scaled to $460M/Year by Thinking Bigger Than Himself 58:55

7 weeks тому58:55

58:55

Most advisors dream of growing their business to the next level without grinding themselves into burnout. But how do you scale without sacrificing your time, freedom, and sanity? In this milestone 100th episode of Do Business. Do Life ., I sat down with returning guest, Anthony Pellegrino, founder of Goldstone Financial Group. His first appearance on the show ( Episode 16 ) was one of the most downloaded ever, and now he's back to share how he has doubled his firm’s assets year over year—from $232M to over $460M+—all while building a business that runs without him behind the desk. For years, Anthony prided himself on being a machine—unstoppable, always grinding. But a simple conversation with his grandmother changed everything when she told him, "Machines break." That wake-up call forced him to rethink his approach and build a firm that could scale beyond just him. In this episode, Anthony breaks down how he transformed his role from financial advisor to CEO & visionary, built a team of elite advisors, and developed a business model that thrives without him being in the trenches. If you’ve become the bottleneck in your firm, this episode reveals Anthony’s proven system for breaking free and scaling beyond what you ever thought was possible. 3 of the biggest insights from Anthony Pellegrino … #1.) If you’re still doing all the client work, you’re the bottleneck. Anthony shares how he removed himself from sales, client servicing, and marketing—without losing clients and growing exponentially #2.) Helping others scale strengthens your own success . Anthony doesn’t just build his own firm—he openly shares his strategies with other advisors, proving that growth isn’t a zero-sum game. His collaboration with leaders like Matt Dixon highlights how teaching others can reinforce your own systems and elevate the entire industry. #3.) Hiring doesn’t create competitors—it builds a stronger business. Anthony rejected the fear that training advisors would lead them to go out on their own. Instead, he built a system and culture so strong that top talent never wants to leave. SHOW NOTES https://bradleyjohnson.com/10 0 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. FOLLOW BRAD JOHNSON ON SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP01254084361 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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

1
099: Patric Yumul - Business Growth Secrets from a Michelin-Star Restaurateur 1:01:56

8 weeks тому1:01:56

1:01:56

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

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

1
098: Dr. Henry Cloud - Today May Be the Enemy of Your Tomorrow 1:05:48

9 weeks тому1:05:48

1:05:48

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

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

1
097: Solo - The First Thing I’d Do as a Financial Advisor (If I Could Start Over) 29:31

10 weeks тому29:31

29:31

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

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

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096: Triad Member - Scaling from $30M to $60M (Working 20hrs/Week) with Craig Sullivan & Bonnie Becker 1:12:21

11 weeks тому1:12:21

1:12:21

Have you ever thought, “Is it really possible to scale my business and work less at the same time?” If so, this episode is for you. Today, I’m chatting with Triad Members Craig Sullivan, founder of Sullivan Financial Partners , and Bonnie Becker, the firm’s director of operations. They’ve completely transformed their business, shifting from a founder-led model to a thriving, team-based operation. In just one year, they doubled their business—growing total new assets from $32M to $60M. Yes, part of that growth came through an acquisition, but what really blew me away was how they managed it all so effectively in such a short time. Craig and Bonnie share the practical strategies they used to empower their team, streamline operations, and map out their growth—all while building a fun, client-focused culture. And here’s the wildest part… Craig has scaled back to working just 20 hours a week. So, if you’re feeling stuck in the “business of one” phase and want to create more freedom in your schedule without sacrificing success, don’t miss today’s episode. 3 of the biggest insights from Craig Sullivan and Bonnie Becker … #1.) Operational Breakthroughs for Exponential Growth: Learn how Sullivan Financial Partners DOUBLED total new assets in just one year despite scaling back on seminars – largely due to operational efficiency! #2.) Transforming from Founder-Led to Team-Led: Discover key strategies for shifting away from a founder-centric model, including empowering team members, holding effective meetings, and building a collaborative culture. #3.) Plan Your Org Chart to Plan Your Freedom: See how mapping your org chart in advance prevents chaos, smooths scaling, and allows founders to step back—like Craig, who now works just 20–25 hours a week while his business thrives. FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages. SHOW NOTES https://bradleyjohnson.com/96 FOLLOW BRAD JOHNSON ON SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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

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095: Ken Coleman - Unlock Your Full Potential by Doing the Work You Were Wired to Do 59:15

12 weeks тому59:15

59:15

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

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

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094: Dennis Moseley-Williams - The Secret to Building Lifelong Client Relationships 48:09

13 weeks тому48:09

48:09

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

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

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093: Solo - Why Most Financial Advisors Are a Commodity (And What To Do About It) 37:52

14 weeks тому37:52

37:52

Have you ever wondered how McDonald’s turned a simple hamburger into the Big Mac—one of the most iconic products in the world? What made them so different from every other hamburger stand that existed? They didn’t just sell ingredients; they sold a process, a unique experience that only they could deliver. Most financial advisors fall into the same trap as the countless hamburger stands that never made it big. They focus on selling “ingredients” like annuities, ETFs, or asset managers. But when your offer looks and sounds just like the firm's down the block, how can clients tell the difference? McDonald’s thrived because they didn’t just sell hamburgers—they sold a Big Mac. And in the same way, the advisors who scale their businesses are the ones who package their expertise into a proprietary, one-of-a-kind process that clients can’t get anywhere else. In this episode, I’ll show you how to do the same for your advisory firm by turning your services into a proprietary, trademarked process that sets you apart in a crowded industry. 3 Big Insights from This Episode: 1.) Packaging Is Key: Stop listing “ingredients” like tax planning and investment management. Instead, create a proprietary, trademarked process that sets your firm apart and builds trust. 2.) Speak Aspirationally, Not Informationally: Clients don’t care about Sharpe ratios or betas—they care about living their dream retirement. Learn to frame your services around the outcomes your clients actually want. 3.) Simplify the Complex: Confused prospects never buy. Use clear, tangible demonstrations to take clients from overwhelmed to confident about their financial future. SHOW NOTES https://bradleyjohnson.com/93 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Process VS Product Coaching Video Want to go even deeper on the topic of creating a proprietary process so you can stand out and scale? I'm sharing a video I recorded years ago, that gives bonus insights and case studies to model. If you want access, text the number "93" to 785-800-3235 and we’ll be sure to send you a link to the video. FOLLOW BRAD JOHNSON ON SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP1123960879 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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

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092: Triad Member - From Stuck to Significance: How to 3x Growth Without Burning Out with Dana & Tyler Dunkelberger 1:12:11

15 weeks тому1:12:11