• Do Business. Do Life. — The Financial Advisor Podcast — DBDL

  • 著者： Brad Johnson
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Do Business. Do Life. — The Financial Advisor Podcast — DBDL

著者： Brad Johnson
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  • "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 mission to fix it.

    Join Brad as he distills the best advice from top thought leaders and applies it to the world of independent financial advising. Get actionable tips/tactics on sales, marketing, entrepreneurship, business growth, lead generation, hiring, training, team building, company culture, core values, work/life integration, family, relationships, and more!

    "Do Business. Do Life." is way more than just another podcast for financial advisors. It's an experience. It's a community. And more than anything, it's a movement. #DBDL

    Want to discover what it truly means to succeed as a financial advisor? Subscribe to Do Business, Do Life OR visit https://bradleyjohnson.com/

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あらすじ・解説

"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 mission to fix it.

Join Brad as he distills the best advice from top thought leaders and applies it to the world of independent financial advising. Get actionable tips/tactics on sales, marketing, entrepreneurship, business growth, lead generation, hiring, training, team building, company culture, core values, work/life integration, family, relationships, and more!

"Do Business. Do Life." is way more than just another podcast for financial advisors. It's an experience. It's a community. And more than anything, it's a movement. #DBDL

Want to discover what it truly means to succeed as a financial advisor? Subscribe to Do Business, Do Life OR visit https://bradleyjohnson.com/

リーダーシップ 個人ファイナンス 経済学
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  • 092: Triad Member - From Stuck to Significance: How to 3x Growth Without Burning Out with Dana & Tyler Dunkelberger

    092: Triad Member - From Stuck to Significance: How to 3x Growth Without Burning Out with Dana & Tyler Dunkelberger
    2024/11/27
    Can you scale your business at breakneck speed without sacrificing the service you provide or your quality of life? Triad members Dana and Tyler Dunkelberger from Reliance Financial Partners, have proven it’s possible.Their story is one many advisors will find relatable. Starting as a small team of six, they wore many hats and achieved impressive results, averaging $30M in new assets annually. But with growth came mounting stress, and they eventually hit a plateau. Fast forward to November 2024, they’re on pace for $90M in new assets.But it wasn’t always smooth sailing. Like many advisors, they found themselves stretched too thin—caught in the grind of endless seminars and meetings while struggling to scale sustainably. They were on the verge of total burnout and realized they’d become their own worst enemy.Their solution? A radical shift in mindset that prioritized leadership, strategic hiring, and streamlined processes. The result: 3x growth, happier clients and families, and a thriving business that allows them to truly do business, do life.3 of the biggest insights from Dana & Tyler Dunkelberger …1.) Unlock Growth Through Strategic Hiring: How hiring new staff and nearly tripling their team size has led to Dana and Tyler nearly TRIPLING their growth. 2.) The Secret to Scaling Without Burnout: Learn how redefining roles and implementing smarter systems helped them achieve exponential growth while preserving their time and energy.3.) Process Over Product: See how a simple shift to their approach boosted client outcomes and increased their average case size by 4x.SHOW NOTEShttps://bradleyjohnson.com/92FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    1 時間 12 分
  • 091: Ian Cron - The Fix: How Hidden Addictions Keep Financial Advisors Stuck

    091: Ian Cron - The Fix: How Hidden Addictions Keep Financial Advisors Stuck
    2024/11/20
    In nearly two decades of working with some of the world’s top independent financial advisors, I’ve seen all kinds of hidden addictions—and, honestly, I’ve been guilty of a few myself. From the outside, it might look like everyone has it all together: polished, successful, in control. But beneath the surface, even the most disciplined and high-achieving people in this business are dealing with struggles we rarely acknowledge. And it's not always the obvious issues society labels as “addictions.” Oftentimes they’re subtle, often invisible patterns we fall into—patterns that can damage relationships, compromise health, and eventually eat away at our peace of mind.That’s why I wanted to invite Ian Cron on the show. He’s releasing a new book, The Fix, which takes a fresh and deeply compassionate look at these hidden habits. Ian points out that while most people think of addiction in terms of substances like drugs or alcohol, there’s a whole spectrum of “quick fixes” that quietly complicate our lives—things like overworking, people-pleasing, or constantly chasing achievement. These behaviors might not leave bottles stashed in desk drawers, but they can be just as damaging. Ian shares practical principles from his book that go beyond traditional ideas of addiction, offering guidance for anyone who wants to reclaim control, set healthier boundaries, and live a more intentional life.3 of the biggest insights from Ian Cron …1.) How to recognize hidden addictions—and why no one is immuneAddiction isn’t always obvious. Ian breaks down how even the most successful people can fall into patterns of overwork, people-pleasing, or constantly chasing success. Learn how to identify these hidden habits and take the first step toward breaking free.2.) The growing grip of technology addiction—on us and our kidsFrom endless scrolling to digital distractions, technology has quietly become one of the most pervasive addictions. Ian shares insights into how it affects not just adults but our children, and how to reclaim our focus and connection in a hyper-digital world.3.) A fresh, practical take on the 12-Steps for everyoneIan modernizes the timeless principles of the 12 Steps for recovery, making them accessible for anyone—not just those battling substance abuse. Discover how these steps can help you build healthier boundaries, reconnect with what matters, and create lasting change in your life.SHOW NOTEShttps://bradleyjohnson.com/91PRE-ORDER YOUR COPY OF "THE FIX" Go grab a copy of Ian’s book, The Fix: How the Twelve Steps Offer a Surprising Path of Transformation For the Well-adjusted, the Down-and-Out, and Everyone in Between. It officially comes out in January, but if you pre-order you’ll get immediate access to the first chapter.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    1 時間 7 分
  • 090: Shawn Sparks & Brad Johnson - The 5 Principles to Scale Your Business and Build a Life of Impact (Live from FutureProof)

    090: Shawn Sparks & Brad Johnson - The 5 Principles to Scale Your Business and Build a Life of Impact (Live from FutureProof)
    2024/11/13
    Building a business shouldn’t mean sacrificing your life, but far too often, that’s exactly what happens in our industry. In this live conversation from the FutureProof event, I sit down with my co-founder at Triad Partners, Shawn Sparks, to dig into a different approach—one that lets you scale your advisory business, so you can grow without burning out or missing out on what matters most.Over the years, Shawn and I have seen so many advisors hitting huge milestones—bringing in $50 million, $100 million, even north of $300 million in new assets per year. But the cost? Their time, their health, their families. But it doesn’t have to be this way. We’ve also witnessed advisors reach incredible levels of success without giving up what matters most. In this episode, you’re going to hear some of those stories AND you’re going to learn the 5 transformative principles from Shawn’s new book, The Advisor Transformation—principles that help advisors build businesses that serve their lives, not the other way around.If you’re an advisor looking to build a business of significance—one that enhances your life instead of draining it—this episode is for you.3 of the biggest insights from Brad Johnson and Shawn Sparks…1.) The Five Principle Framework: Discover how these five essential principles drive unlimited growth and help you unlock more fun and freedom along the way.2.) Create a Culture Where Success is Inevitable: The right culture makes success a natural outcome, and Shawn and I share our best advice for building a passionate, value-driven culture and retaining your top talent.3.) The Secret to a Winning Sales Process: Learn how to escape the hamster wheel of non-stop sales meetings and establish a scalable sales process that empowers your team and drives growth.SHOW NOTEShttps://bradleyjohnson.com/90FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Shawn's book, "The Advisor Transformation: The Ultimate Guide to Growth, Freedom, and Joy for Financial Advisors" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "90" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    50 分

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