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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

00:43:28

081: Solo - How Financial Advisors can Optimize their...

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

2024/09/11

Today, I’m flying solo—no guest, just me on the mic. But I’m tackling a topic that could make or break your business: optimizing your calendar for maximum revenue and freedom.I’ll share real-world stories and frameworks that have helped countless financial advisors like you transition from solo players to true business owners. By the end of this episode, you’ll know exactly how to systematize your calendar, maximize your revenue-producing hours, and protect your personal life. If you’ve ever felt

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01:20:52

080: Triad Member – Financial Advisor Team 10X Growth...

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

2024/09/04

Today, I’m talking with the family behind Unified Legacy Advisors (ULA)—a firm that has successfully scaled from $14 million to over $100 million in assets in just five years.Founded in 2019 and joining Triad in 2022, the Nebens are an incredible example of process-driven growth. Their clear brand manifesto focused on helping clients “Retire Fearlessly” has become the foundation of their business strategy and is pivotal to their success. In this conversation, we explore the key processes that

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01:07:01

079: Bentley Caldwell - How to Dress for Success as a...

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

2024/08/28

Today, I’m talking to Nashville’s #1 men’s stylist, Bentley Caldwell, all about what financial advisors should be thinking about when it comes to their wardrobe. Financial advising is a trust-based business, and clients need to feel confident in your ability to manage their finances. That’s why what you wear matters. How you dress and present yourself shapes how prospects and clients perceive you. It says a lot about your personality, the quality of your work, your attention to detail, and so

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01:00:46

078: Will Guidara - Unreasonable Hospitality &...

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

2024/08/21

Today, I’m talking with Will Guidara, a world-renowned restaurateur and author of the best-selling book, Unreasonable Hospitality. At just twenty-six, Will took over Eleven Madison Park, a struggling two-star brasserie that had never quite matched its majestic room. Eleven years later, it was named the best restaurant in the world. In this episode, not only will you hear how Will pulled off this unprecedented transformation, but you’re going to get a masterclass in hospitality and actionable tips

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00:45:48

077: Brad Johnson & Justin Donald - Growing Your...

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

2024/08/14

What’s up DBDL fam! We’ve got a special episode lined up for you today.As many of you know, I’m a proud member of Front Row Dads – a membership group and podcast created for fathers who want to level up their Dad game and put family first. As part of a podcast series, Front Row Dads selected a handful of members to guest host the show. As a part of that series, I was chosen to be interviewed by fellow Front Row Dads member, Justin Donald. In this episode, you’ll get to hear all about The

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01:06:27

076: Triad Member - The Secret Behind 400% Growth in...

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

2024/08/07

In this episode, I’m talking with James and Kris Rea, the dynamic husband-and-wife team behind Rea Financial. Their story highlights the power of authenticity and how crafting the right mission, messaging, and values can massively impact the success of your business.The Rea's had to take a few steps back before they could leap forward, but their efforts paid off, growing from $8M to $36M in total assets in a single year. This transformation wasn't easy—it required deep, sometimes messy work—but it

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00:58:13

075: Chris & Melissa Smith - Family Brand: The Secret...

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

2024/07/31

Today, I'm chatting with Chris and Melissa Smith, the power couple behind Family Brand.Chris and Melissa's story is one of transformation—they were on the brink of divorce in their fourth year of marriage, but nearly 20 years later, they now have a thriving family with five incredible children. They realized that as entrepreneurs, we often invest so much time and money into the brand, strategy, and culture of our businesses... but in the process, our families end up taking a back seat. Don’t our

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01:22:21

074: Sara Baker - How to Grow Fast, Avoid Burnout, &...

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

2024/07/24

Today, I’m excited to sit down with Sara Baker, a leader with over 15 years of financial services experience and our President of Triad Wealth Partners.Sara’s journey began as a Division 1 volleyball player, transitioned through a successful legal career, and ultimately led her to become a leader at two of the largest wealth advisory firms in the country – I’m talking assets north of $240 BILLION! Bottom line: Sara is sitting on a gold mine of experience, and in this episode, she shares tailored

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00:44:46

073: Solo - Why Every Entrepreneur Should Be In...

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

2024/07/17

Today I’m sharing something that I’ve never talked about publicly: my personal journey with therapy and how it helped to save my marriage.The truth is, in the early days of Triad, when I was busy putting my blood, sweat and tears into helping our team get the company off the ground...I was leaving a void at home and not showing up as the husband and father I needed to be. I often felt like there just wasn't enough of me to go around. Therapy is what helped me get things back on track – including

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01:00:56

072: Triad Member – Referral Secrets for Gathering...

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

2024/07/10

Today, I’m excited to chat with Triad Member Andy Heese, the president and founder of The Guardian Group.This year, Andy and his team are on track to bring in $60 million in new assets—all without relying on a traditional marketing funnel. Instead, they focus on building strong client relationships and leveraging referrals. Andy’s “secret” isn’t a sophisticated referral program, but something much simpler: consistently showing up for clients in unexpected and meaningful ways. In this episode,

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01:07:06

071: Ken Crenshaw - Unlocking Elite Performance &...

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

2024/07/03

Today, I’m talking to Ken Crenshaw, the Sports Medicine and Performance Director for the Arizona Diamondbacks. Ken's journey in sports medicine is beyond fascinating and inspiring: from growing up on a small cattle ranch in New Mexico to working with four major MLB teams over the past 35 years, including a World Series Championship with the Atlanta Braves. While working with legendary pitchers like Greg Maddux, Tom Glavine, and Randy Johnson, Ken soaked up incredible lessons and insights that

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00:54:59

070: DJ Eric Rhodes - Turning Your Passion into Your...

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

2024/06/26

Today, I’m talking with DJ Eric Rhodes, an expert at creating content that goes viral.Eric is renowned for his mashups of classic hits with new songs, generating millions of views and even catching the attention of artists like Chris Stapleton and Warren G in the process. But Eric’s journey to success only got off the ground because he decided to leave a stable career to pursue his passion for DJing. Thanks to his persistence and his strategic use of platforms like Instagram and TikTok, he’s been

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00:42:13

069: Streamline Replay - Creating Unlimited Growth...

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

2024/06/19

Today the tables are turned! This is going to be a slightly different episode, as I’m the one being interviewed. A while back, I had the pleasure of guesting on Dave Zoller’s popular YouTube show, Streamline My Practice – which serves thousands of financial advisors by teaching them how to grow their financial practice. The episode got a lot of engagement, to which I give full credit to Dave; he’s a great interviewer who prepared some really thoughtful questions. I think our own audience would get

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01:12:04

068: Triad Member - Overcoming Loss and Serving $10M+...

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

2024/06/12

Today, I have the pleasure of talking with Triad members Tim and Julie Sullivan – a dynamic husband and wife team that lead Strategic Wealth Advisors Group together.After joining Triad in early 2023, Tim and Julie have grown their business by leaps and bounds. Not only did they just sign a $12 million client (their biggest ever!), they’re also already more than halfway to hitting their $70 million AUM goal this year. But Tim and Julie's journey isn’t just inspiring because of their thriving

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00:52:29

067: The Power of Human-First Financial Guidance with...

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

2024/06/05

Today, I’m talking with Ross Marino, the founder and CEO of Transitus Wealth Partners, as well as Advisor 2X. Ross is a seasoned financial planner with over 35 years of experience and a pioneer of the human-first financial guidance movement.As Ross wisely says, "Life happens, plans change." As a financial advisor, your role goes beyond crunching numbers and discussing products. It's about truly understanding your clients—their thoughts, emotions, and experiences. By connecting with them on a

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00:57:31

066: Why an Executive Assistant is the #1 Overlooked...

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

2024/05/29

Today, I’m chatting with Brooke Martin – an incredible human being and very talented Executive Assistant who has worked with me for the past 3 years. While Brooke manages my calendar with exceptional skill, her impact goes way beyond scheduling. Brooke allows me to excel not just in my business, but also as a husband, father, and in every other aspect of my life.In fact, here’s what she said on the pod… My goal as an EA is to make sure that Brad shows up the best that he can. I want other people

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01:02:50

065: From Solo Advisor to Family Office & Marketing...

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

2024/05/22

Today, I’m talking with Tom Ruggie, the founder and CEO of Ruggie Wealth Management – the flagship company of independent RIA, Destiny Wealth Partners, which has surpassed $1B in managed assets and is recognized among Forbes 250 Fastest-Growing RIA Firms. The funny thing is, it’s actually our shared passion for sports collectables that brought Tom and I together – which is a major focal point for today’s conversation. Not only did I want to better understand how Tom scaled his firm and

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01:04:30

064: Triad Member: Jordan Flowers – Unlocking Rapid...

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

2024/05/15

In this episode, I’m talking to Triad member and financial advisor Jordan Flowers who leads Wealth Financial Services & Tax Advisory along with his father Thomas. When Jordan and his company first joined Triad in 2022, they had roughly $20 million of AUM. Fast-forward to 2023 and they nearly doubled their total assets to $39.4 million. And what’s even cooler, is that scaling their firm didn’t have to come at the cost of their time and freedom. In fact, Jordan’s Dad is only working 4-5 months of

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01:08:16

063: It Pays to PLAY & Building a Winning Workplace...

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

2024/05/08

Today, I’m chatting with Kristi Herold, a workplace culture expert who has built a multi-million-dollar global organization called JAM. Kristi founded JAM in 1996 and grew it into one of the largest adult recreational sports league providers in the world. When the 2020 pandemic forced sports to pause, Kristi and her team pivoted to helping corporate teams around the world improve their culture by connecting people through PLAY. She’s also the author of It Pays to PLAY – How Play Improves Business

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01:07:45

062: How a Financial Advisor Used YouTube to Generate...

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

2024/05/01

Today, I’m talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM.Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to over 700 inbound prospects who each had a minimum of $500,000 of investable assets. In our conversation, James pulls back the curtain on the methods he used to build a

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