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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

00:34:51

141: Eden Ovadia - The AI Platform Helping Financial...

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

2025/11/05

Live from Future Proof, I sat down beachside with Eden Ovadia, Co-Founder and CEO of FINNY—the AI-powered marketing platform helping advisors solve one of the biggest challenges in wealth management: organic growth.For years, the industry has relied on market returns and acquisitions to drive scale. But when the market slows, most firms discover they don’t actually have a growth engine—they have a valuation problem. Eden saw that gap and built FINNY to fix it. In less than a year, she launched

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00:59:44

140: Triad Member: How RPC Unlocked 264% Growth in 3...

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

2025/10/29

In this episode, I got to catch up with three amazing Triad members — Gary Hansen, Jaris Hansen, and Josh Cumrine — to break down how they turned a founder-led firm, Retirement Planning Center of the Rockies, into a team-driven business that’s tripled in size over the past three years, now closing in on $40 million of new assets in 2025.Gary started this thing back in the ’70s as a one-man insurance practice. Fast forward a few decades, and his son Jaris and son-in-law Josh are now running the

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00:26:13

139: Daniel Crosby - The Psychology Behind...

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

2025/10/22

Live from Future Proof, I sat down with my friend Dr. Daniel Crosby to talk about the psychology behind the fastest-growing advisors in our industry.Daniel had spent time with a number of Triad members who were doubling, tripling, even quadrupling their firms — and he wanted to understand what was driving that kind of growth. What he found wasn’t a secret tactic or marketing hack. It was mindset. In this conversation, we get into what separates advisors who stay stuck from those building

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00:59:14

138: Robert Glazer - Uncover Your Core Values and...

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

2025/10/15

If you don’t know your core values, you’ll likely build a business that looks successful on paper but leaves you burned out and misaligned in real life.That’s why I invited my friend Robert Glazer on the podcast. He’s an entrepreneur, bestselling author, and someone I always learn from when it comes to leadership. Robert built a global business that won dozens of “Best Place to Work” awards, writes the Friday Forward newsletter read by hundreds of thousands each week, and has published five books

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00:22:01

137: Jason Khalipa & Daniel Crosby - Why My Family...

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

2025/10/08

Most advisors I know have felt that tug-of-war: do I grow my firm, or do I show up at home? The truth is, you don’t have to choose.At our Founder’s Retreat in Maui, I sat down with two guys who really live this out: Daniel Crosby, a behavioral finance expert, and Jason Khalipa, a CrossFit Games champ turned entrepreneur. They’ve both spoken at Triad experiences before — not as “fly-in, fly-out” speakers, but as part of the community. They show up with their families, they engage, and they embody

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01:19:15

136: Triad Member - The Mindset Shift That Unlocks...

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

2025/10/01

In the early days, Matt Rowley was doing whatever it took to keep his firm alive — running 60+ seminars a year, making 13-hour road trips, and pushing forward with a business model that was unsustainable.Everything shifted when he made the scary decision to hire his first full-time employee, Daveda Phillips, who took a leap of faith and accepted the position for only $25K a year. She didn’t say yes because of the paycheck, she said yes because she believed in Matt’s vision. That same vision is

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01:12:11

135: Garrett Gunderson - Comedy, Rockefellers, and...

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

2025/09/24

Garrett Gunderson has worn a lot of hats—New York Times bestselling author, financial educator, entrepreneur, and even stand-up comedian. And in this episode, he connects the dots between all of them to give advisors fresh tools for both business and life.We explore what advisors can borrow from stand-up comedy to level up their presentations, how the Rockefellers built a system to preserve wealth while the Vanderbilts lost theirs, and the advanced tax strategies that capture the attention of

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00:57:45

134: Marisa Messana - How Advisors Can Build Trust &...

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

2025/09/17

If you’re an advisor who loves golf, here’s the truth: the game teaches more about winning clients and building lasting trust than most people ever realize.That’s exactly what I dive into with today’s guest, Marisa Messana. She went from leading Clemson’s women’s golf team to the national championship, to competing as a professional golfer, to now coaching Fortune 100 companies, investment firms, and business owners. Through her work, Marisa helps in two ways: First, through her High Performance

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01:02:39

133: Tim Grover - Mental Mastery: Lessons from...

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

2025/09/10

Michael Jordan. Kobe Bryant. Two of the greatest to ever play the game.But what set them apart wasn’t just physical talent, it was the mental game. The mindset that pushes past pain, silences doubt, and wins long after the body wants to quit. They had an obsession to improve, to compete, and to dominate at the highest level. Where exactly does that come from? Well, one guy who had a lot to do with it is Tim Grover — the world-class performance coach who trained Jordan, Kobe, and a long list of

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01:05:04

132: Devin Choules - The Overlooked Hiring Secret...

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

2025/09/03

Scaling a financial advisory firm can come at a cost—endless travel, long hours, and precious time away from family. That’s where Triad Member Devin Choules found himself a few years ago: 60,000 miles a year on the road, burned out, and questioning the life and business he had built.Everything shifted when Devin stopped trying to do it all himself. For years he had stayed understaffed and tried to get by keeping payroll as one of his lowest expense. But when he finally switched his mindset to

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01:06:23

131: Nick Whitaker - The Advisor Seminar System That...

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

2025/08/27

Advisors spend a ton of time and money putting on seminars… but let’s be honest, a lot of them leave frustrated when the room doesn’t convert. The #1 mistake I see? Going off-script instead of sticking to a proven process.That’s where Nick Whitaker comes in. Nick’s a former advisor who’s run 250+ seminars, and now he coaches advisors inside Triad on how to actually make these events work. His approach is simple: build connection up front, share content in a way that drives micro-commitments, and

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00:20:17

130: Solo - The #1 Reason Financial Advisors Burn Out...

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

2025/08/20

What if the #1 reason you feel burned out is because you’re unknowingly doing three completely different jobs?In this solo episode, I break down the Triad Advisor Model—the exact system top firms are using to scale without sacrificing freedom. You’ll see why trying to run your practice alone is like running a Chick-fil-A by yourself—taking orders at the register, cooking the food in the back, and delivering it to the table—and how to replace that chaos with a clear, scalable system that frees you

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01:04:30

129: Marcus Sheridan - The Fastest Way to Build Trust...

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

2025/08/13

What if 80% of new clients were ready to work with you before they ever met you?That’s the reality Marcus Sheridan created when the 2008 recession almost bankrupted his pool business. The crisis forced him to rethink his marketing strategy–a shift that transformed his struggling company into the most visited swimming pool website in the world. How? By answering every customer question, even the uncomfortable ones, before the sales meeting ever happened. In this episode, Marcus reveals how

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00:57:51

128: Triad Member - From Football to Finance: Serving...

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

2025/08/06

From protecting quarterbacks to protecting retirements, Triad Member, Terence Brown never stopped being a left tackle.After a career playing Division I football at BYU and a stint in the pros, he transitioned into financial services and brought his team-first mindset with him. Today, he leads Left Tackle Advisors—a fast-growing planning firm where protecting people’s blind sides isn’t just a tagline, it’s deeply embedded in the culture. In this episode, Terence shares how he evolved from

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00:42:28

127: Keith Ferrazzi - Never Lead Alone: What Top...

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

2025/07/30

So, you’ve built a team… but you’re still the one putting out fires, making all the decisions, and carrying the whole business on your back. That’s because most leadership models are built top-down. The founder makes the calls. The team waits for direction. And over time, the business becomes more dependent on you—not less. Keith Ferrazzi has spent two decades helping leaders break out of that trap. After coaching thousands of teams and running 3,000+ diagnostics, he found that leadership alone

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00:22:33

126: Solo - The 3 Most Common Hiring Mistakes...

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

2025/07/22

Why do most financial advisors keep hiring the wrong people, despite their best efforts?After 20 years in this industry, I can tell you it’s one of the biggest challenges advisors face: finding and keeping the right talent. And if you’ve ever felt like you're stuck with the wrong team, constantly putting out fires, or doing everything yourself… you're not alone. In this episode, I’m breaking down the 3 biggest hiring mistakes that prevent advisors from building a team that scales with them—and

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01:03:43

125: Christa Hardin - Why Most Entrepreneur Couples...

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

2025/07/16

You’re growing your business, but is your marriage growing with it?In this special conversation, Sarah and I sat down with Christa Hardin—licensed therapist, Enneagram expert, and host of The Enneagram + Marriage Podcast—to share the behind-the-scenes story of how we almost separated just months after launching Triad. We talk about how the Enneagram, therapy, and a Sunday morning ritual helped us rebuild our relationship from the ground up. We open up about our journey from high school

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00:56:38

124: Triad Member – The Right Way to Hand Off a...

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

2025/07/09

In our industry, family-run firms are common. But handing the business down to the next generation is rarely seamless.Triad Member Ben Grosko knows that firsthand. After years of saying no to joining his dad’s firm, he eventually stepped in—not just as an advisor, but as the eventual successor to a decades-long legacy. Since joining the firm in 2015, Ben has helped drive growth from $15M to $70M in annual new assets. That kind of transformation didn’t come from grinding harder—it came from

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00:54:56

123: Ronen Olshansky - The Death of Networking (And...

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

2025/07/02

What if the key to growth wasn’t more leads, but deeper relationships?Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never Eat Alone, the book that completely redefined how we think about networking. Together, they created the Beyond Connections program, which helps leaders turn those principles into real-world practice through action, community, and systems that actually scale trust. In this episode, we unpack how

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00:18:00

122: Solo - How a Single Word Can Impact Your Company...

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

2025/06/25

What if the biggest threat to your culture was the language you use?As your firm scales, the way you talk about the people on your team can either create clarity or chaos. In this solo episode, I share a painful but powerful lesson I learned while building Triad Partners—from an underperforming team member we were too afraid to let go, to 100+ A-players aligned to a clear mission. You’ll hear the exact mistake we made, why we had to course-correct fast, and how shifting a single word completely

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