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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

00:58:13

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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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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