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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

business entrepreneurship

All Episodes

00:59:06

101: Michael Hyatt and Megan Hyatt-Miller - Scaling a...

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

2025/01/29

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

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00:58:55

100: Anthony Pellegrino - Meet The Financial Advisor...

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

2025/01/22

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

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01:01:56

099: Patric Yumul - Business Growth Secrets from a...

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

2025/01/15

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

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01:05:48

098: Dr. Henry Cloud - Today May Be the Enemy of Your...

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

2025/01/08

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

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00:29:31

097: Solo - The First Thing I’d Do as a Financial...

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

2025/01/01

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

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01:12:21

096: Triad Member - Scaling from $30M to $60M...

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

2024/12/25

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

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00:59:15

095: Ken Coleman - Unlock Your Full Potential by...

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

2024/12/18

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

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00:48:09

094: Dennis Moseley-Williams - The Secret to Building...

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

2024/12/11

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

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00:37:52

093: Solo - Why Most Financial Advisors Are a...

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

2024/12/04

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

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01:12:11

092: Triad Member - From Stuck to Significance: How...

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

2024/11/27

Can you scale your business at breakneck speed without sacrificing the service you provide or your quality of life? Triad members Dana and Tyler Dunkelberger from Reliance Financial Partners, have proven it’s possible. Their story is one many advisors will find relatable. Starting as a small team of six, they wore many hats and achieved impressive results, averaging $30M in new assets annually. But with growth came mounting stress, and they eventually hit a plateau. Fast forward to November 2024,

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01:07:29

091: Ian Cron - The Fix: How Hidden Addictions Keep...

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

2024/11/20

In nearly two decades of working with some of the world’s top independent financial advisors, I’ve seen all kinds of hidden addictions—and, honestly, I’ve been guilty of a few myself. From the outside, it might look like everyone has it all together: polished, successful, in control. But beneath the surface, even the most disciplined and high-achieving people in this business are dealing with struggles we rarely acknowledge. And it's not always the obvious issues society labels as “addictions.”

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00:50:18

090: Shawn Sparks & Brad Johnson - The 5 Principles...

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

2024/11/13

Building a business shouldn’t mean sacrificing your life, but far too often, that’s exactly what happens in our industry. In this live conversation from the FutureProof event, I sit down with my co-founder at Triad Partners, Shawn Sparks, to dig into a different approach—one that lets you scale your advisory business, so you can grow without burning out or missing out on what matters most.Over the years, Shawn and I have seen so many advisors hitting huge milestones—bringing in $50 million, $100

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00:28:48

089: Solo - The Little Known Meeting Hack That Can...

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

2024/11/06

Throughout my years of coaching advisors, I’ve noticed one of the most common traps they fall into is letting meetings run too long. It may feel like good service, but long, unfocused meetings can quietly chip away at your credibility. Today, I’m sharing The 15-Minute Warning Knock Concept—a simple, yet powerful framework to help you set boundaries, improve efficiency, and show clients that your time is as valuable as the advice you give. BTW, this concept builds on episode 81 “Optimize Your

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01:10:29

088: Triad Member - Unlocking 7X Growth and Scaling...

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

2024/10/30

Today, I’m sitting down with Triad member Matt Dixon, the founder and CEO of TRU North Advisors, to discuss the blueprint he followed to double his business three years in a row while pursuing a life of true significance. Matt was an independent financial advisor gathering $23 million in new assets in 2021, and today, his team is on track to gather $160 million this year—a staggering 7X growth in just three years! But it’s not just about the numbers. In this episode, Matt dives into how becoming

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00:38:57

087: Tim White and Sara Baker - How Wealth.com Is...

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

2024/10/23

Today, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival.I sat down with Tim White, Co-Founder of Wealth.com, and Sara Baker of Triad Wealth Partners to talk about the new tech transforming estate planning for advisors. I know estate planning isn’t the sexiest topic, but Wealth.com is doing some seriously cool things to make it easier for advisors to help their clients. Estate planning is full of legal hurdles and outdated processes. Advisors waste hours

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01:00:59

086: Amanda Brinkman - How Financial Advisors Can...

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

2024/10/16

Today, I’m talking with branding expert Amanda Brinkman, who shares her powerful “do well by doing good” philosophy—proving that you can build a thriving business while making a positive impact on the world. Amanda’s worked with big-name brands like BMW, Reebok, and Sony, and she even produced the hit show “Small Business Revolution: Main Street” alongside Ty Pennington and Robert Herjavec from Shark Tank. In this episode, Amanda explains how financial advisors can tap into purpose-driven branding

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00:52:33

085: Solo - Honoring John Ruhlin: The Greatest...

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

2024/10/09

Today’s episode is a tough one, but an important one. I wanted to take a moment to honor someone who profoundly impacted my life – my friend, John Ruhlin. Tragically, John passed away unexpectedly about 2 months ago at just 44 years old. When I first heard the news, I was in complete shock, and I’ve been doing my best to process it ever since. For those who knew John, you’ll understand when I say he was one of the greatest relationship builders of all time. He had a gift for connecting with

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01:26:08

084: Triad Member - The Story Behind 20% Growth in...

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

2024/10/02

Today, I’m sitting down with Triad members John McNeil and Virginia O’Brien, the father-daughter team behind a 103-year-old family firm, to learn how they grew their net AUM by 20% in just 7 months by combining legacy with innovation.Mobile Bay Financial Solutions has had four generations of family leadership, and in this conversation, we dive into how it evolved from its insurance roots in 1922 to a modern, full-service financial planning powerhouse with roughly $50 million AUM. For many

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01:07:05

Thomas Kopelman - Using Twitter (X.com) to Drive 97%...

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

2024/09/25

Today, I’m sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter. Starting at just 25, Thomas quickly earned recognition as one of Investopedia’s Top 100 Financial Advisors in both 2022 and 2023. By focusing on creating valuable, engaging, and authentic content, he turned Twitter into a powerful growth engine

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00:52:05

082: Demi-Leigh Tebow - Beyond Miss Universe:...

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

2024/09/18

Today, I’m joined by Demi-Leigh Tebow who shares how she uncovered her true identity, built unshakable faith, and overcame profound adversities like the loss of her sister and surviving a violent carjacking. Demi is no stranger to the spotlight. She was crowned Miss Universe in 2017, married famous NFL quarterback Tim Tebow in 2020, and recently released her best-selling book, A Crown That Lasts. Alongside her personal achievements, she’s deeply committed to charity work through the Tim Tebow

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