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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

01:04:46

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

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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

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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

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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

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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

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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

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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

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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

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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

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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”

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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

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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

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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

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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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