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PODCAST

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

"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life.Having been a coach for the top 1% of independent financial advisors for 15+ years,Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad"s on a

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All Episodes

01:00:24

154: Duncan MacPherson - How to Build a Referable...

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

2026/02/04

Every advisor wants more referrals, but very few have built a business that consistently earns them.In this conversation, I sat down with Duncan MacPherson to unpack what actually makes an advisory firm referable. Duncan is the founder of Pareto Systems and one of the most respected coaches in financial services, with nearly 30 years spent working alongside top advisory firms. He explains why the advisors who scale fastest stop pitching products, start positioning a clear planning process, and

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01:16:24

153: Daniel Harkavy - How Advisors Accidentally Build...

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

2026/01/28

What would make a 30-year-old with a corner office, a clear path to CEO, and more money than he ever imagined… walk away from it all?That’s the question at the center of this conversation with Daniel Harkavy. Daniel spent his 20s grinding in the mortgage banking world, chasing deals, money, and success. By 30, he was next in line to run the company—but a quiet inner voice told him this wasn’t the life he was meant to live. So he walked away. For the last three decades, Daniel has helped

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00:41:43

152: Triad Members – How to Step Out of Client...

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

2026/01/21

In this episode, I sit down with Triad members Matt Dixon and Byron Hurren to break down how True North evolved from a founder-led advisory firm into a scalable, system-driven business. Just a few years ago, Matt was still running client appointments, and growth flowed almost entirely through him. Byron was another advisor on the team, trying to keep up inside a model that relied heavily on individual talent. Today, Matt is fully out of client meetings, Byron is leading and training a five-person

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01:01:16

151: Shasta Nelson - The Science Every Advisor Needs...

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

2026/01/14

What if stronger relationships really did come down to just three things?In this episode, I sit down with Shasta Nelson, one of the most respected voices on the science of connection. She’s a speaker, author, and researcher whose work on relationships has been featured in Harvard Business Review and TIME, whose TEDx talks have reached nearly a million viewers, and whose frameworks are used by companies like Google, LinkedIn, and Walmart. Shasta breaks down the simple relationship triangle that

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00:20:40

150: Solo - 3 Lessons Every Advisor Can Learn From...

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

2026/01/07

When clients feel understood, everything gets easier. When they don’t, even the best advice falls flat. In this solo episode, I break down three lessons we can borrow from good doctors that make a huge difference in your meetings as an advisor.Just like in medicine, the best advisors don’t rush to solutions. They slow down, ask better questions, and explain things in a way people can actually follow. I’ll walk through why diagnosing before you prescribe matters, how your “bedside manner” shows up

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01:17:33

149: Carey Lohrenz - Navy’s First Female Top Gun on...

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

2025/12/31

What do fighter pilots and financial advisors have in common?More than you might think—especially when it comes to performing under pressure. In this episode, I sit down with Carey Lorhenz—the first female F-14 Tomcat fighter pilot in U.S. Navy history—to talk about how the Navy trains people to perform in high-stakes environments without leaving success to chance. We get into simulation training before live reps, checklists built for people under pressure (because even really smart people

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00:59:09

148: Triad Member: Fired for Putting Clients First...

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

2025/12/24

What do you do when doing the right thing gets you fired?That’s the question at the center of this conversation with Keith Leverentz. Keith started his career as a high school science teacher before being recruited into a captive financial firm. He quickly became the number one producer in the organization—but he was doing something most advisors weren’t. He was putting clients first, even when it meant recommending solutions that were less profitable for the company. In 2012, that decision cost

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00:28:08

147: Solo - Top 5 Most Replayed Moments in 2025...

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

2025/12/17

Every advisor is looking back at the year — what worked, what didn’t, and what’s worth carrying into 2026. So I pulled the analytics, reviewed the conversations, and rounded up the five moments that advisors like you rewatched the most.Each clip reveals something different: how to build real structure inside your firm, how to scale yourself out of the bottleneck, how to create a compelling workshop experience, how to master your message, and how elite performers think about growth. If you want a

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01:02:27

146: Glenn Street - What Creating a Pro Sports Mascot...

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

2025/12/10

As a coach to independent financial advisors, I see a lot of advisors struggling with the same issue—they blend in with the advisor down the street. And when prospects can’t see what makes you unique, it becomes a lot harder for them to understand why they should choose you over anyone else.That’s why I loved today’s conversation with Glenn Street. Glenn built one of the most differentiated businesses I’ve ever seen—Street Characters, the company behind many of the most iconic mascots in the NFL,

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01:05:36

145: Lindsey Lewis - Why Women Will Drive the Next...

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

2025/12/03

Advisors everywhere are feeling the pressure to scale, hire, and prepare for a wave of retirements that will reshape the industry. At the same time, firms are struggling to attract women, keep next-gen advisors engaged, and build teams that actually create freedom instead of more work.That’s why I wanted to bring Lindsey Lewis on the show. After building a $200M book in her first year at Vanguard, Lindsey shifted her career toward research at The American College so she could help the profession

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00:41:00

144: Triad Member: The Playbook That Took Reliance...

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

2025/11/26

A few years ago, Triad members Dana and Tyler Dunkelberger were gathering $35M in new assets with a four-person team. And like most advisors, when growth started ramping up, they kept their foot on the gas.They ran 100+ dinner seminars a year, added clients as fast as they could, and tried to solve capacity issues by adding more advisors to the team. But the harder they pushed, the more obvious it became — their model couldn’t keep up. They were growing, but it was completely unsustainable. They

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00:23:20

143: Solo - Your Office Space Could Be Costing You...

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

2025/11/19

Are you struggling to attract and close more high-net-worth clients?What if the reason has nothing to do with your financial plans and everything to do with your office design? In this solo episode, I share one of the most surprising lessons I’ve learned in 20+ years of coaching advisors: the design and intention behind your office directly impacts the clients you attract and the culture you create. Your office is more than a workspace. It’s a physical reflection of your values, beliefs, and the

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00:35:55

142: Jason Early - The AI Tool Advisors Are Using to...

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

2025/11/12

Live from Future Proof, I sat down with Jason Early, Founder and CEO of RISR — an AI platform that’s helping financial advisors rethink how they serve business-owner clients.Here’s the truth: for most entrepreneurs, their business is their biggest asset — but most advisors just ask, “What’s it worth?” jot down a guess, and move on. Jason and his team built RISR around a simple belief: business owners deserve better advice, and the advisors who serve them need better tools to give it. RISR

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00:34:51

141: Eden Ovadia - The AI Platform Helping Financial...

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

2025/11/05

Live from Future Proof, I sat down beachside with Eden Ovadia, Co-Founder and CEO of FINNY—the AI-powered marketing platform helping advisors solve one of the biggest challenges in wealth management: organic growth.For years, the industry has relied on market returns and acquisitions to drive scale. But when the market slows, most firms discover they don’t actually have a growth engine—they have a valuation problem. Eden saw that gap and built FINNY to fix it. In less than a year, she launched

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00:59:44

140: Triad Member: How RPC Unlocked 264% Growth in 3...

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

2025/10/29

In this episode, I got to catch up with three amazing Triad members — Gary Hansen, Jaris Hansen, and Josh Cumrine — to break down how they turned a founder-led firm, Retirement Planning Center of the Rockies, into a team-driven business that’s tripled in size over the past three years, now closing in on $40 million of new assets in 2025.Gary started this thing back in the ’70s as a one-man insurance practice. Fast forward a few decades, and his son Jaris and son-in-law Josh are now running the

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00:26:13

139: Daniel Crosby - The Psychology Behind...

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

2025/10/22

Live from Future Proof, I sat down with my friend Dr. Daniel Crosby to talk about the psychology behind the fastest-growing advisors in our industry.Daniel had spent time with a number of Triad members who were doubling, tripling, even quadrupling their firms — and he wanted to understand what was driving that kind of growth. What he found wasn’t a secret tactic or marketing hack. It was mindset. In this conversation, we get into what separates advisors who stay stuck from those building

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00:59:14

138: Robert Glazer - Uncover Your Core Values and...

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

2025/10/15

If you don’t know your core values, you’ll likely build a business that looks successful on paper but leaves you burned out and misaligned in real life.That’s why I invited my friend Robert Glazer on the podcast. He’s an entrepreneur, bestselling author, and someone I always learn from when it comes to leadership. Robert built a global business that won dozens of “Best Place to Work” awards, writes the Friday Forward newsletter read by hundreds of thousands each week, and has published five books

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00:22:01

137: Jason Khalipa & Daniel Crosby - Why My Family...

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

2025/10/08

Most advisors I know have felt that tug-of-war: do I grow my firm, or do I show up at home? The truth is, you don’t have to choose.At our Founder’s Retreat in Maui, I sat down with two guys who really live this out: Daniel Crosby, a behavioral finance expert, and Jason Khalipa, a CrossFit Games champ turned entrepreneur. They’ve both spoken at Triad experiences before — not as “fly-in, fly-out” speakers, but as part of the community. They show up with their families, they engage, and they embody

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01:19:15

136: Triad Member - The Mindset Shift That Unlocks...

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

2025/10/01

In the early days, Matt Rowley was doing whatever it took to keep his firm alive — running 60+ seminars a year, making 13-hour road trips, and pushing forward with a business model that was unsustainable.Everything shifted when he made the scary decision to hire his first full-time employee, Daveda Phillips, who took a leap of faith and accepted the position for only $25K a year. She didn’t say yes because of the paycheck, she said yes because she believed in Matt’s vision. That same vision is

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01:12:11

135: Garrett Gunderson - Comedy, Rockefellers, and...

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

2025/09/24

Garrett Gunderson has worn a lot of hats—New York Times bestselling author, financial educator, entrepreneur, and even stand-up comedian. And in this episode, he connects the dots between all of them to give advisors fresh tools for both business and life.We explore what advisors can borrow from stand-up comedy to level up their presentations, how the Rockefellers built a system to preserve wealth while the Vanderbilts lost theirs, and the advanced tax strategies that capture the attention of

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155 results

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