x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

business entrepreneurship

All Episodes

01:01:52

121: Derek Coburn - The Rise of Un-Retirement and...

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

2025/06/18

As a financial advisor, you’re taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don’t actually want?In this episode, I’m talking with Derek Coburn—longtime advisor and author of Let’s Retire Retirement—to talk about how changing that one question can completely shift the way you serve your clients. Derek makes a strong case that instead of chasing some number or arbitrary retirement date, we should be asking: Do you even want to retire

en

00:56:17

120: Triad Member – How to Help Clients Actually Live...

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

2025/06/11

What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt?That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks. Despite undergoing major surgery, radiation, and months of recovery, Dylan’s firm outpaced the previous year on a pro rata basis. He shares the systems that made that possible, and the shift that helped him stop operating as a

en

01:16:27

119: Brendan Frazier - The Secret to Getting Clients...

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

2025/06/04

The best financial advisors aren’t just experts in finance, they’re experts in people.In this episode, I’m talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection. As an expert at helping advisors uncover the emotional drivers behind their clients’ financial decisions, Brendan explains why advice alone isn’t enough—and what top advisors do differently to drive action. From subtle mindset shifts

en

01:01:10

118: Pat Flynn - YouTube Growth Secrets (2.5B Views...

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

2025/05/28

What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business?Today’s guest has done exactly that—and he’s here to show you how. I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online communities. He’s the creator of Smart Passive Income, a top-rated podcast with over 47 million downloads. He’s also built multiple successful YouTube

en

01:15:00

117: Alex Judd - Your Personality Is NOT a Business Plan

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

2025/05/21

Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Judd reveals in this episode.Alex spent years at the Dave Ramsey organization as the former host of the EntreLeadership Podcast, giving him the opportunity to learn from one of the most influential names in personal finance. He saw firsthand how Dave empowered his team, fostered a culture of accountability, and scaled a personal brand into a massive

en

00:40:32

116: Triad Member - $380M Gathered in 2024 – Inside...

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

2025/05/14

Live from Triad’s Scale Summit in Atlanta, I got the opportunity to sit down with two Triad members who are driving SHP Financial’s incredible growth—founding partner Keith Ellis Jr. and Chief Operating Officer Michelle Short.In this behind-the-scenes conversation, we unpack how SHP went from a 4-person startup to a 55-person firm who gathered $380M of total assets in 2024, growing to $1.6B of AUM. You’ll hear how they scaled without burning out, built career tracks that turned interns into $80M

en

00:12:54

115: Solo - This Stoic Lesson Made Me a Better Leader...

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

2025/05/07

Setbacks aren’t a possibility, they’re a promise. Things will break. People will disappoint. Plans will unravel.Yet we act surprised, as if hardship wasn’t part of the deal. But what if the real problem isn’t the setback itself, it’s believing it wasn’t coming? In this solo episode, I share the single most important mindset shift I’ve made since becoming an entrepreneur—one that’s helped me lead through sleepless nights, personnel challenges, and the unpredictable highs and lows of building a

en

01:04:46

114: Steven Latow - A Proven Way to ACTUALLY...

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

2025/04/30

What if AI could save you an extra 8–10 hours a week? I’m talking about actual time back. Without adding headcount or overhauling your process. That’s what today’s guest, Steven Latow, is helping advisors do. He’s the Co-Founder of Zocks, an AI assistant built specifically for financial advisors. But Zocks isn’t just a note-taker. It automates meeting prep, takes detailed notes from virtual, in-person, and phone conversations, captures action items, and even drafts client follow-ups—without

en

01:14:01

113: Andrew Woodward - How Buying a Pro Sports Team...

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

2025/04/23

In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion.That’s not luck, it’s strategy! But how do these deals actually happen? Who’s behind them? And why are pro sports teams becoming the ultimate alternative investment? In this episode, I’m talking with Andrew Woodward—former right-hand to Leigh Steinberg, the real-life inspiration behind Jerry Maguire—to explore one of the most exclusive asset classes on the planet: professional

en

01:12:42

112: Triad Member - From Solo Advisor to CEO with...

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

2025/04/16

What if your best year in business was also your breaking point?That’s exactly where Nico Pesci found himself in 2021. His practice was booming, but between 50+ client meetings a week, late-night emails, and missed time with family, the cost was high. He was burning out. Fast. In today’s conversation, Nico opens up about the wake-up call that made him rethink everything—and how he rebuilt a business he could scale without sacrificing himself in the process. You’ll hear how he went from running

en

00:15:39

111: Solo - 5 Hard Truths from 20 Years in Finance...

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

2025/04/09

Ten years ago, I thought success was all about the numbers — AUM, revenue, production, etc. But after two decades in the industry and thousands of conversations with advisors, I’ve seen behind the curtain.I’ve met advisors making millions who are secretly miserable… and others earning far less who are truly winning in every category that matters. In this short solo episode, I’m sharing the 5 hard truths I wish someone told me earlier — the same ones we now teach inside Triad. These are the

en

00:48:52

110: Dane Espegard - Why Employees Leave (And the...

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

2025/04/02

Most leaders struggle to keep top talent. Why? Because when employees don’t feel engaged or fulfilled, they often start looking for better opportunities elsewhere.And while competitive pay matters, it’s not the only reason people stick around. What if the real key to retention was helping your team achieve their personal dreams? In this episode, I’m talking with Dane Espegard, a leadership expert, Cutco-Vector entrepreneur, and the author of The Dream Machine. Dane has built one of Cutco’s most

en

00:56:33

109: Rich Robledo - Building a Community That Opens...

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

2025/03/26

Your network isn’t just who you know, it’s who knows you. And if you’re not intentional about building the right relationships, you’re leaving massive opportunities on the table—especially as a financial advisor who wants to work with high-net-worth clients and take your firm to the next level.That’s where Rich Robledo comes in. He’s built a thriving real estate business by mastering the art of networking, mentorship, and high-value conversations. Instead of constantly chasing new business, he’s

en

01:17:44

108: Michael & Laura Lehrhaupt - The Uncommon Advisor...

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

2025/03/19

New clients fuel growth, but without the right team, your firm will always hit a ceiling.That’s exactly why I wanted to speak with Michael & Laura Lehrhaupt, founders of Strategies for Wealth Management and longtime Triad members, who scaled their firm from $41M to $67M in just three years—without adding more hours to their week. Their growth didn’t come from just one strategy, it was a combination of TV, webinars, seminars, and educational events, all working together to create an

en

01:05:16

107: Christa Hardin - Enneagram & Entrepreneurship:...

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

2025/03/12

What if understanding one simple framework could transform your marriage, improve communication, and make you a better leader in your business?That’s what we’re diving into today with Enneagram expert Christa Hardin—and for the first time ever, my wife, Sarah, is co-hosting with me. The Enneagram isn’t just another personality test, it’s a powerful tool that helps you understand how you and the people around you think, communicate, and handle challenges. Sarah and I have used it in our own

en

00:19:48

106: Solo - 3 Compensation Mistakes Financial...

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

2025/03/05

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

en

01:05:33

105: Shannon Rosic - The Evolution of Fintech & AI...

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

2025/02/26

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”

en

01:31:59

Triad Member - Gathering $49M of New Assets in a...

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

2025/02/19

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

en

01:08:55

103: Jon Acuff - How to Set and Hit Bigger Goals (The...

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

2025/02/12

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

en

01:06:02

102: Jim Kwik - Helping CEOs Think Faster & Remember...

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

2025/02/05

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

en

142 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...