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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

01:11:35

055: The Advisor Transformation & How Financial...

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

2024/03/13

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

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01:00:16

054: Taking Online Relationships to Real World...

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

2024/03/06

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

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00:52:58

053: The Miracle Morning & Evening, and Overcoming...

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

2024/02/28

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

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01:14:36

052: Triad Member: Virtus Financial Group – The Power...

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

2024/02/21

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

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00:58:07

051: Becoming a Lifestyle Investor, Hiring A+ Talent,...

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

2024/02/14

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

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01:15:24

050: The Soul of Wealth, Money vs Happiness, & How to...

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

2024/02/07

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

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01:07:15

049: Unlocking Client Referrals from Attorneys, CPAs,...

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

2024/01/31

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

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01:15:05

048: Triad Member: Stephen Stricklin – Mastering...

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

2024/01/24

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

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01:24:36

047: Top Moments of 2023 | Top Guest Stories,...

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

2024/01/17

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

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01:01:16

046: Jeff Bezos' Secrets to Success, the DNA of...

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

2024/01/10

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

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01:31:17

045: Top Moments of 2023 | Triad Member Spotlights

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

2024/01/03

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

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01:43:16

044: Triad Member: Victor Medina – Cracking the Code...

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

2023/12/27

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

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01:01:33

043: Redefining Retirement, The Convenience Economy,...

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

2023/12/20

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

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01:15:35

042: The Story Behind Future Proof & Transforming...

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

2023/12/13

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

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01:23:11

041: Podcasting Playbook for Financial Advisors &...

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

2023/12/06

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

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01:15:29

040: Triad Member – Wayne Wagner: Leading by Reading,...

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

2023/11/29

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

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00:59:52

039: Dinner Dates With Your Kids, Winning At Work &...

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

2023/11/22

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 –

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00:54:47

038: Building a Business for Unlimited Growth,...

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

2023/11/15

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,

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01:01:24

037: Using Asset Map to Simplify Complexity & Create...

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

2023/11/08

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

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01:36:33

036: Triad Member Interview – Streamlining Ops,...

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

2023/11/01

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

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