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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

01:20:16

163: Sabrina Brown & Grace Suchy - Why Most Financial...

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

2026/04/08

Financial advisor firms rarely stall from a lack of effort. More often, growth breaks down when founders are trying to do everything themselves.But the difference between burnout and scale often starts with building the right team. In this conversation, I sat down with Sabrina Brown and Grace Suchy, members of the Reliance Financial Partners team (live from Triad’s Scale Summit in Dallas). Sabrina was the firm's first employee back in 2012 when they were running nearly 90 seminar nights a year,

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00:56:12

162: Jefferson Fisher - One Word That’s Destroying...

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

2026/04/01

Across the table from every prospect is a hidden conversation—fear, insecurity, skepticism, or past experiences that shape how they hear everything you say.In this episode, I sit down with trial attorney, communication expert, and New York Times bestselling author Jefferson Fisher to unpack the subtle communication skills that determine whether clients trust you or shut down. Jefferson shares the same techniques he uses in courtrooms and high-stakes negotiations: how to recognize when someone is

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01:12:28

161: Phil Bray - Why Most Financial Advisor Marketing...

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

2026/03/25

If you’ve ever felt like the marketing strategies you’re using are confusing, inconsistent, or just not working the way you expected, you’re not alone. Oftentimes advisors end up using the spaghetti on the wall approach with random tactics, increasing social media presence, or copying what other firms are doing without a clear strategy behind it. The result? Wasted time, wasted money, and a pipeline that never gets filled the way you hoped.In today’s episode, I’m speaking with Phil Bray, founder

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00:21:29

160: Solo - The #1 Reason So Many Advisors Stay Stuck...

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

2026/03/18

If you’re the only advisor in your firm who can close deals, you don’t own a business, you own a job.And I see this happen all the time. Advisors think growth comes from more appointments and closing more deals. So they grind harder. They sell more. Their calendar is always full. But the moment they step away, revenue slows down. That’s not scale. That’s dependency. I break down the real shift you have to make: stop selling products and start selling a proprietary process. Because products can be

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00:55:07

159: Tom Healy - Why Your Advisory Firm Isn’t...

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

2026/03/11

If you’ve grown your business beyond a solo practice with a small team, you’ve likely learned the hard way that one bad hire can derail momentum, create internal chaos, and hold your entire business hostage.In this episode, I’m excited to have leadership expert, author, and HR strategist Tom Healy on the podcast. Tom has worked with high-performing organizations, including the U.S. Navy, Harvard Medical School, and Fortune 500 companies, and he’s spent decades helping businesses scale the right

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00:47:42

158: Max Major (Mentalist) – The Closest Thing To...

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

2026/03/04

If you’re leading a team and meeting with clients every day, your ability to influence, listen, and read the room matters more than you think. The best advisors aren’t just good at numbers, they’re good at people. And most of us are missing half the signals.In this episode, I’m joined by mentalist and keynote speaker, Max Major. We recently had the pleasure of having Max perform at our Triad Launch Experience and he absolutely blew the room away. And it wasn’t just with his mind-bending

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01:04:20

157: Kenzie Olejnik - The Culture Strategy Behind...

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

2026/02/25

If you’re trying to scale your advisory firm, there’s a stage where things start to feel harder than they should. Everyone’s busy. Communication gets messy. You’re still producing, but you’re also trying to lead a team that needs clarity, feedback, and direction.In this episode, I’m joined by Triad’s Member Culture Coach, Kenzie Olejnik. Kenzie joined Triad in April of 2022, when we were right in the middle of the chaos as a new company. She helped us turn good intentions into an intentional

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00:17:45

156: Solo - Why Your Advisory Firm Can’t Scale (And...

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

2026/02/18

I’ve been working with advisors for many years, and I’ve seen this pattern play out over and over again. Advisors get to a point where their marketing and selling are on point, but as they start to scale, that growth has a way of exposing cracks in the foundation.In this episode, I’m breaking down the most overlooked role inside growing advisory firms: operations. I’ll explain why most advisors procrastinate on developing their ops department, how the best operations leaders evolve as you scale,

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00:25:39

155: Solo - How I'd Approach Marketing as a Financial...

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

2026/02/11

I’ve worked with hundreds of top financial advisors over the years, and I keep seeing the same problem show up in different ways: incredibly talented advisors with empty calendars.The issue usually isn’t effort. It’s how marketing decisions are made. Too often, advisors run their marketing on emotion instead of math. In this episode, I break down the exact marketing framework I’ve shared with some of the fastest-growing firms in the country. We walk through how to evaluate marketing like an

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01:00:24

154: Duncan MacPherson - How to Build a Referable...

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

2026/02/04

Every advisor wants more referrals, but very few have built a business that consistently earns them.In this conversation, I sat down with Duncan MacPherson to unpack what actually makes an advisory firm referable. Duncan is the founder of Pareto Systems and one of the most respected coaches in financial services, with nearly 30 years spent working alongside top advisory firms. He explains why the advisors who scale fastest stop pitching products, start positioning a clear planning process, and

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01:16:24

153: Daniel Harkavy - How Advisors Accidentally Build...

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

2026/01/28

What would make a 30-year-old with a corner office, a clear path to CEO, and more money than he ever imagined… walk away from it all?That’s the question at the center of this conversation with Daniel Harkavy. Daniel spent his 20s grinding in the mortgage banking world, chasing deals, money, and success. By 30, he was next in line to run the company—but a quiet inner voice told him this wasn’t the life he was meant to live. So he walked away. For the last three decades, Daniel has helped

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00:41:43

152: Triad Members – How to Step Out of Client...

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

2026/01/21

In this episode, I sit down with Triad members Matt Dixon and Byron Hurren to break down how True North evolved from a founder-led advisory firm into a scalable, system-driven business. Just a few years ago, Matt was still running client appointments, and growth flowed almost entirely through him. Byron was another advisor on the team, trying to keep up inside a model that relied heavily on individual talent. Today, Matt is fully out of client meetings, Byron is leading and training a five-person

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01:01:16

151: Shasta Nelson - The Science Every Advisor Needs...

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

2026/01/14

What if stronger relationships really did come down to just three things?In this episode, I sit down with Shasta Nelson, one of the most respected voices on the science of connection. She’s a speaker, author, and researcher whose work on relationships has been featured in Harvard Business Review and TIME, whose TEDx talks have reached nearly a million viewers, and whose frameworks are used by companies like Google, LinkedIn, and Walmart. Shasta breaks down the simple relationship triangle that

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00:20:40

150: Solo - 3 Lessons Every Advisor Can Learn From...

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

2026/01/07

When clients feel understood, everything gets easier. When they don’t, even the best advice falls flat. In this solo episode, I break down three lessons we can borrow from good doctors that make a huge difference in your meetings as an advisor.Just like in medicine, the best advisors don’t rush to solutions. They slow down, ask better questions, and explain things in a way people can actually follow. I’ll walk through why diagnosing before you prescribe matters, how your “bedside manner” shows up

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01:17:33

149: Carey Lohrenz - Navy’s First Female Top Gun on...

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

2025/12/31

What do fighter pilots and financial advisors have in common?More than you might think—especially when it comes to performing under pressure. In this episode, I sit down with Carey Lorhenz—the first female F-14 Tomcat fighter pilot in U.S. Navy history—to talk about how the Navy trains people to perform in high-stakes environments without leaving success to chance. We get into simulation training before live reps, checklists built for people under pressure (because even really smart people

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00:59:09

148: Triad Member: Fired for Putting Clients First...

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

2025/12/24

What do you do when doing the right thing gets you fired?That’s the question at the center of this conversation with Keith Leverentz. Keith started his career as a high school science teacher before being recruited into a captive financial firm. He quickly became the number one producer in the organization—but he was doing something most advisors weren’t. He was putting clients first, even when it meant recommending solutions that were less profitable for the company. In 2012, that decision cost

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00:28:08

147: Solo - Top 5 Most Replayed Moments in 2025...

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

2025/12/17

Every advisor is looking back at the year — what worked, what didn’t, and what’s worth carrying into 2026. So I pulled the analytics, reviewed the conversations, and rounded up the five moments that advisors like you rewatched the most.Each clip reveals something different: how to build real structure inside your firm, how to scale yourself out of the bottleneck, how to create a compelling workshop experience, how to master your message, and how elite performers think about growth. If you want a

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01:02:27

146: Glenn Street - What Creating a Pro Sports Mascot...

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

2025/12/10

As a coach to independent financial advisors, I see a lot of advisors struggling with the same issue—they blend in with the advisor down the street. And when prospects can’t see what makes you unique, it becomes a lot harder for them to understand why they should choose you over anyone else.That’s why I loved today’s conversation with Glenn Street. Glenn built one of the most differentiated businesses I’ve ever seen—Street Characters, the company behind many of the most iconic mascots in the NFL,

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01:05:36

145: Lindsey Lewis - Why Women Will Drive the Next...

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

2025/12/03

Advisors everywhere are feeling the pressure to scale, hire, and prepare for a wave of retirements that will reshape the industry. At the same time, firms are struggling to attract women, keep next-gen advisors engaged, and build teams that actually create freedom instead of more work.That’s why I wanted to bring Lindsey Lewis on the show. After building a $200M book in her first year at Vanguard, Lindsey shifted her career toward research at The American College so she could help the profession

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00:41:00

144: Triad Member: The Playbook That Took Reliance...

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

2025/11/26

A few years ago, Triad members Dana and Tyler Dunkelberger were gathering $35M in new assets with a four-person team. And like most advisors, when growth started ramping up, they kept their foot on the gas.They ran 100+ dinner seminars a year, added clients as fast as they could, and tried to solve capacity issues by adding more advisors to the team. But the harder they pushed, the more obvious it became — their model couldn’t keep up. They were growing, but it was completely unsustainable. They

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164 results

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