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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

01:19:59

061: Attracting Ultra-Wealthy Clientele and Becoming...

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

2024/04/24

This week, I’m talking with Jeffrey Shaw, who is an entrepreneur, business coach, and one of the most preeminent portrait photographers in the United States. His portraits have appeared on The Oprah Show, CBS News, in People and O Magazine, and even hang on the walls of Harvard University. His unique style made him the go-to photographer for renowned figures like supermodel Stephanie Seymour, news anchors Jim Nantz and David Bloom, sports icons like Tom Seaver and Pat Riley, among many

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01:25:54

060: Triad Member: Arcadia Financial – Authentic...

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

2024/04/17

Today, I’m sitting down with Triad Members Mike and Jess Panico, the husband-and-wife founders of Arcadia Financial. Mike and Jess are living proof that you can have success in our industry at a young age — and they’ll tell you exactly how they did it.After taking the leap to start a practice in their 20s, Mike and Jess have quickly grown Arcadia Financial. In 2023, they brought in ~$90 million in total assets, and are on pace to exceed $100 million in 2024. Their secret? Mike and Jess have

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00:59:23

059: The Secret to NFL RedZone’s Success & Prepping...

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

2024/04/10

In this episode, I’m talking with the host of NFL RedZone, Scott Hanson.For 15 seasons, Scott has hosted the wildly popular RedZone where he entertains millions of viewers (including Tom Brady) every Sunday of football season for 7-hours straight without taking a single bathroom break! Listen in to learn about Scott’s extraordinary preparation process, his experiences with NFL greats like Patrick Mahomes and Marvin Harrison, the revelatory mindset shift that led to Scott’s success, and how

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01:10:16

058: How to Tell Your Story & Turn Clients into...

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

2024/04/03

In this episode, I’m talking with Brittany Hodak about how financial advisors can build a diehard community of superfans using the same system Taylor Swift used to create an army of Swifties. Brittany came up with her game-changing system, the SUPER Model, while working with globally known brands like Walmart, Disney, Amazon, Katy Perry, the Boston Red Sox, and of course, Taylor Swift. This proprietary 5-step system which Brittany shared in her 2023 book, Creating Superfans: How to Turn Your

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01:00:56

057: The Science of Happiness and Helping Retirees...

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

2024/03/27

Today, I’m joined by a very special guest, Arthur Brooks, to discuss a very special topic: happiness. Arthur is a Harvard professor, author, and social scientist specializing in happiness. He has written 12 books, including the New York Times bestseller “Strength to Strength,” along with “Build the Life You Want,” a book he co-authored with Oprah. Arthur is also a columnist for The Atlantic and was selected as one of Fortune Magazine’s “50 World’s Greatest Leaders” while serving as president of

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00:53:35

056: Triad Member: Russ Ross – Overcoming Addiction &...

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

2024/03/20

Today, I’m sitting down with Triad Member Russ Ross for an honest and raw discussion about overcoming adversity and navigating the stressful environment of financial services.Russ is the president and founder of Russ Ross Wealth Group, where he specializes in helping his clients navigate the phases of their retirements. Together with his wife Michele, Russ also focuses on helping educators in the 403(b) space. In today’s episode, Russ and I get real. As advisors and entrepreneurs in a high-stress

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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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