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

Are you struggling to attract and close more high-net-worth clients? What if the reason has nothing to do with your financial plans and everything to do with your office design? In this solo episode, I share one of the most surprising lessons I’ve learned in 20+ years of coaching advisors: the design and intention behind your office directly impacts the clients you attract and the culture you create. Your office is more than a workspace. It’s a physical reflection of your values, beliefs, and the experience you promise to your clients. I’ll show you how thoughtful design can elevate your credibility, boost team culture, and transform how prospects perceive your brand. I’ll also walk you through the three lessons that shaped Triad’s new headquarters, so you can apply the same principles to your own firm and start attracting higher-net-worth clients while building a culture your team loves coming to every day. 3 of the biggest insights from Brad… #1.) Celebrate What Matters in Business and Life Most advisors design an office that looks good on paper, but doesn’t feel like them. In this episode, I share how to build a space that actually tells your story. From our Do Business, Do Life wall filled with team goals to the way you showcase client experiences instead of sales awards, I’ll show you how to create an environment that instantly connects and builds trust with million-dollar clients. #2.). Speak Things Into Existence That Matter At Triad, we believe language creates culture. So when we built our new office, we wanted our walls to literally speak our values. Instead of labeling rooms A, B, and C, we named them after the beliefs we live by—like the “Significance Suite” and the “Day One Café.” We even have an “Empty Chair” in every conference room to represent our members, reminding us to always build on their behalf. It’s a simple way to make sure what we say we believe shows up in how we work every day. #3.) Create a Collision-Friendly Environment We fixed one of the biggest mistakes from our first office—silos. In our new space, we built what I call a “hub-and-spoke” design that sparks connection. The hub is where ideas collide—coffee stations, couches, even a kegerator—and the spokes are where deep work happens. I’ll share how this setup boosted creativity, broke down barriers, and created a vibe that everyone—from team members to visiting advisors—can feel the moment they walk in. SHOW NOTES https://bradleyjohnson.com/143 FOLLOW BRAD JOHNSON ON SOCIAL XInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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. TP11254897334. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Live from Future Proof, I sat down with Jason Early, Founder and CEO of RISR — an AI platform that’s helping financial advisors rethink how they serve business-owner clients. Here’s the truth: for most entrepreneurs, their business is their biggest asset — but most advisors just ask, “What’s it worth?” jot down a guess, and move on. Jason and his team built RISR around a simple belief: business owners deserve better advice, and the advisors who serve them need better tools to give it. RISR connects directly to a company’s financials, uses AI to generate real-time valuations, and gives advisors the insights they need to guide clients through growth, succession, and exit planning. It helps advisors have the right conversations — earlier — so they’re there long before the liquidity event, not chasing it after the fact. In this conversation, Jason shares how top advisors are using RISR to win business-owner clients, deepen relationships, and deliver the kind of advice that builds lasting trust. 3 of the biggest insights from Jason Early… #1.) How Top Advisors Are Using RISR to Stand Out Advisors aren’t just running valuations, they’re using RISR to open doors, deepen trust, and win business-owner clients long before a liquidity event. By showing up with real data on what the client’s business is worth, advisors shift the conversation from “asset management” to “business strategy.” It’s helping them justify planning fees, spark succession discussions, and position themselves as the quarterback for every major decision that impacts the owner’s wealth and legacy. #2.) The Truth About Business Valuation (and Why It’s Usually Wrong) Most business owners miscalculate what their company is worth — often by millions. Jason breaks down why, from owner dependency and client concentration to “country club math” and non-normalized EBITDA. He also explains how objective valuation data brings alignment between partners and families, turning tough money talks into clarity. #3.) What Every Advisor Should Know About Succession & Exit Planning Business owners rarely plan their exits well. Jason explains how advisors can use valuation insights to build readiness conversations, prevent conflict between partners, and even influence deal outcomes. These are high-trust, high-value planning opportunities that position advisors as long-term strategic partners — not just investment managers. SHOW NOTES https://bradleyjohnson.com/142 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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...

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 the company, joined Y Combinator, raised $6.5 million, and created a 15-person team that’s helping advisors identify ideal prospects, automate personalized outreach, and attract new clients at scale. Eden also shares how her decision to live in her office became a powerful expression of belief in what she’s building. That unwavering faith in the mission inspired her team to buy in completely—creating a culture grounded in trust, shared conviction, and the certainty that they’re building something extraordinary together. 3 of the biggest insights from Eden Ovadia… 1.) The Industry’s Organic Growth Problem Is Getting Too Big to Ignore Advisors have been riding market returns and acquisitions for years—but when the market dips, most firms realize their “growth” isn’t really growth. Eden breaks down why the industry’s obsession with M&A has masked a massive organic growth crisis—and how advisors who solve it are commanding double the valuations of their peers. 2.) AI Is Revolutionizing Prospecting for Advisors Eden’s company, FINNY, gives advisors access to over 300 million data profiles and turns that data into personalized marketing automation—helping them find and convert ideal clients faster than ever before. From identifying business owners researching “exit planning” to filling dinner seminars with precision, FINNY shows what’s possible when prospecting meets AI. 3.) Great Leaders Build Belief Before They Build Teams Eden scaled FINNY from 0 to 15 employees in a year—but her real advantage wasn’t speed, it was conviction. From living in her office to creating a culture that feels like family, she proves that people don’t just join startups—they join founders who believe deeply in their vision. Her playbook for culture, hiring, and customer obsession applies to any advisor building a business that lasts. SHOW NOTES https://bradleyjohnson.com/141 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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. TP11254897301 See Privacy Policy at https://art19.com/privacy and California...

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 next chapter. But it wasn’t always smooth sailing. For years, they were grinding — three advisors running three different playbooks, sitting in every client meeting, and doing everything themselves. The effort was there, but the structure wasn’t. They were growing busier, not bigger. Then in 2022, everything shifted. They stopped running three different playbooks and decided to run one. They quit selling products and started leading clients through a clear, repeatable process. They put the right people in the right seats and built systems that gave clients confidence and their team freedom. Today, RPC isn’t just a family business. It’s a growing legacy — built on values, powered by structure, and set up to keep scaling for generations to come. 3 of the biggest insights from RPC Financial… 1.) From Chaos to Clarity — How Structure Unlocked Growth For years, each advisor ran their own show. Once they unified under one brand and clarified responsibilities, the firm took off. Structure created consistency and consistency created scale. 2.) The Mindset Shift That Led to a 95% Close Rate When they stopped “selling products” and started leading clients through a proven process, everything changed. By the second meeting, 95% of qualified prospects were saying yes — without doing any upfront planning for free. 3.) Building a Brand That Connects and Keeps Evolving Words matter. The language your team uses shapes how people see and trust you. By creating their Summit Retirement Guide and using simple, powerful language like “confidence in the path ahead” and “sleep well at night,” RPC built a message clients actually remember. And the best part? They’re still refining it, making sure their brand grows right alongside their business. SHOW NOTES https://bradleyjohnson.com/140 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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. TP10254897290 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 thriving, high-growth firms built on belief, culture, and intention. We talk about how mindset drives growth, how language creates culture, and what it really takes to go from being a great advisor to being a great CEO. 3 of the biggest insights from Brad Johnson & Daniel Crosby… #1.) Growth Starts with Mindset, Not Marketing I see a lot of advisors use the term “lifestyle practice” as a way to justify staying small. The truth is, that mindset keeps you stuck. If you want to attract top talent and grow something meaningful, you’ve got to think more like a professional sports team—always recruiting, always building, always chasing the next level. #2.) What Culture Really Means (And How to Build It) Everyone talks about culture, but few people actually define it. To me, real culture lives at the intersection of growth and belief. It’s not top-down—it’s built through shared language, lived values, and the behavior you model every day. You can’t just write it on the wall; you’ve got to be it. #3.) The Path from Advisor to CEO If you want to scale beyond yourself, you’ve got to evolve how you think and lead. I walk through the four stages every advisor goes through—from “advisor in charge” to true CEO—and how each stage requires more structure, more delegation, and a team that’s empowered to think, not just execute. SHOW NOTES https://bradleyjohnson.com/139 FOLLOW BRAD JOHNSON ON SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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. TP057272 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 translated worldwide. His new book The Compass Within is about uncovering the values that drive you—and using them to align your business and life so success actually feels fulfilling. In this conversation, Robert and I dig into where core values really come from, why it’s so important to share them with your team, and how to infuse them into your culture so your firm can grow without losing what makes it special. We also talk through his “three climbs” framework, and why so many advisors get to the top of the wrong mountain and wonder why it doesn’t feel like freedom. 3 of the biggest insights from Robert… 1. The Compass Within: Why Advisors Need a Core Values Framework Robert’s new book isn’t just another leadership parable—it’s a tool to help you figure out the values that drive every decision you make. When you know those, you can build a firm that scales without burning you out, gives your team clarity, and actually supports the kind of freedom you want. 2. Core Values Are Formed Earlier Than You Think Most values are rooted in childhood—they usually come from one of two places: the moments that lit us up, or the painful experiences we swore we’d never repeat. When you understand those drivers, you can lead more authentically, set clearer expectations, and avoid the blind spots that derail teams. 3. From Words on the Wall to Culture That Works Values don’t matter if they just sit on a wall—they’ve got to show up in daily behavior. Robert shares how firms can turn values into real systems so your firm attracts the right people, and scales trust without the founder needing to be in every room. 4. The 3 Climbs: How to Build a Business You Never Want to Retire From Too many advisors grind their way up the wrong mountain, only to find emptiness at the top. Robert explains the 3 climbs of entrepreneurship and how to design your firm so the journey itself is energizing. SHOW NOTES https://bradleyjohnson.com/138 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get copy of Robert’s book, "The Compass Within" [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 "138" 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 SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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. TP10254797117 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 what it means to “Do Business. Do Life.” Together, we dug into how including family in business events removes the guilt of being away. It lets you go deeper on the business side, knowing you’ll walk out of the room and step straight into making memories with your family. If you’ve ever carried the guilt of missing a soccer game or dinner with your family in the name of work, this conversation will hit home. 3 of the biggest insights from Daniel Crosby & Jason Khalipa… #1.) You Don’t Have to Choose Between Business and Life Business success and family life don’t have to compete. You can thrive in both without compromise. #2.) Eliminate Guilt by Including Family in the Journey Jason and Daniel shared how events that welcome spouses and kids create freedom instead of guilt. You’re no longer worried about missing dinners or soccer games — family is part of the journey. That integration lets you be fully present in business sessions and fully engaged at home. #3.) Core Values Only Matter if You Live Them It’s easy to carve values into a wall or throw them on a website. Living them is harder. At Triad, values show up in how members treat each other, how families are included, and how community comes before transactions. That’s what builds trust and belonging — for advisors and their families. SHOW NOTES https://bradleyjohnson.com/137 FOLLOW BRAD JOHNSON ON SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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.

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 what kept the team committed, even when challenges (like misalignment or running lean) could have torn things apart. In today’s episode, we unpack how Matt and his team broke through the roadblocks that hold so many advisors back. Their model was broken, and fixing it took tough conversations and a new structure. But it was their culture — where trust was sacred, loyalty ran deep, and leadership meant serving the team first — that made real change possible and turned a fragile startup into a business of significance. 3 of the biggest insights from Matt & Daveda… #1.) The $25K Leap That Changed Everything Matt was barely making ends meet when he hired Daveda as his first full-time employee for $25,000 a year with no benefits. It was terrifying, but that leap of faith became the turning point. Without it, the firm never would have scaled past the founder grind. #2.) Why Lean and Mean Doesn’t Scale In the early years, Matt ran 60+ seminars a year and even opened a second office six hours away to keep the pipeline full. It worked — but it nearly broke him and his team. The hard truth: running lean will only take you so far. To build a sustainable business, you have to invest in people and infrastructure. #3.) Breaking Through Partnership Misalignment One of the hardest moments in the journey was realizing Matt’s original partner didn’t share his vision for growth. Ending that partnership — and aligning fully with a team that believed in the bigger mission — was painful but absolutely necessary. For advisors, this is a reminder that the wrong partner will hold you back no matter how good the numbers look. Bonus: Loyalty and Ownership Are the Real Growth Multipliers What kept the firm alive through tough times wasn’t marketing or seminars — it was a team that showed up with ride-or-die loyalty. Daveda and others took ownership, not just jobs, and Matt led by putting his employees before clients. That servant-leadership approach — where the team eats first, trust is sacred, and loyalty is valued above all — became the foundation for everything that followed. SHOW NOTES https://bradleyjohnson.com/136 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE Investment advisory services are offered through Coppell Advisory Solutions LLC, dba, Fusion Capital Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. 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. No...

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 entrepreneurs and high-net-worth clients. 3 of the biggest insights from Garrett … #1.) How Comedy Translates Into More Engaging Presentations Advisors face the same challenge as comedians: keeping an audience engaged. Garrett explains why presence matters more than polish, how to handle disruptions with confidence, and why the best connection often comes from the unplanned moments. #2.) The Rockefeller Method in Action Two wealthy families took very different paths: the Rockefellers built a system that preserved wealth for seven generations, while the Vanderbilts lost theirs in just three. Garrett unpacks the specific tools—like trusts, family constitutions, and insurance—that made the difference. #3.) The Tax Plays That Make Affluent Clients Lean In Entrepreneurs and high-net-worth families don’t want surface-level advice—they want strategies they’ve never heard before. Garrett shares advanced ideas like reclassification of income, overlooked deductions, and even how donating art can unlock surprising tax advantages. SHOW NOTES https://bradleyjohnson.com/135 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free digital copy of Garrett's book, "What Would the Rockefellers Do? " To get access to today's gift, visit GarrettGunderson.com/brad FOLLOW BRAD JOHNSON ON SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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.

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 Training, where she equips people to perform like “corporate athletes.” This is the work that helps advisors shift from solopreneur to CEO, lead with more clarity, and create the space they need to actually grow. Second, with her Golf Experiences, she shows how to turn a round of golf into a trust-building, referral-generating opportunity. She blends fun on the course with growth-focused conversations off the course, creating the kind of experiences clients never forget. In this episode, Marisa shares how golf becomes more than a pastime, it’s one of the best ways for advisors to build trust, win clients, and grow their business. 4 of the biggest insights from Marisa Messana… 1.) Winning On Paper, Falling Apart Inside At Clemson, Marisa hit the pinnacle of success—leading her team to nationals and winning the Elite 90 Award. But behind the accolades, she was overwhelmed, burned out, and holding back tears. Her story exposes the danger of chasing external success without the systems and self-awareness to sustain it. 2.) Self-Awareness Is What Separates Amateurs From Pros In golf, pros track every stat after a round to find patterns and improve. Marisa realized she wasn’t doing the same for her life. That’s when she built her “mental gym,” a process of auditing habits, energy, and emotions. By tracking patterns and adjusting, she turned awareness into action—and that’s what creates real, repeatable growth. 3.) New Game, New Rules: Solopreneur to CEO Most advisors start as solopreneurs, where success depends on sheer hustle. But scaling a firm requires a different identity: leader, coach, CEO. Marisa shares how this shift mirrors her journey from athlete to business builder—and why so many advisors get stuck when they keep playing the old game by the old rules. 4.) How to Host Golf Events That Drive Referrals Golf is more than just a pastime for advisors—it’s a powerful business tool. Marisa breaks down how to design unforgettable golf experiences that combine fun on the course with meaningful, growth-oriented discussions. By pairing the “golf component” (18 holes, a clinic, or even a simple range session) with a “growth component” (roundtable conversations, workshops, or keynotes), advisors can break down barriers, connect as equals, and build deep trust with prospects & clients. SHOW NOTES https://bradleyjohnson.com/134 FREE GIFT + JOIN THE DBDL INSIDER CREW Marisa is offering a FREE 1:1 coaching call to the first 3 listeners who reach out with a specific business challenge they want to solve. Text “134” to 785-800-3235 and we’ll share the details with the qualifiers. 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 SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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...

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 other legends. And here’s why this matters to you as a financial advisor: the mindset that creates champions on the court is the same mindset that creates champions in business. Effort and skill will only take you so far. To break through to that next level, you’ve got to master your mental game. Today, Tim joins the podcast to share some incredible stories from his days training with Jordan and Kobe — and more importantly, how you can take their winning mindset and apply it to your own life and business to go from good, to great, to mastery. 5 of the biggest insights from Tim Grover… #1.) The Hidden Power of Brutal Self-Honesty Kobe Bryant kept a private notebook of self-critiques—every weakness, every flaw, every mistake. The willingness to confront hard truths gave him the mental edge that separates legends from everyone else. #2.) How Michael Jordan Chose His Trainer Tim’s career changed forever when Michael Jordan gave him a shot. The story of how he landed MJ—and kept him as a client for 15 years—shows what it really takes to earn the trust of the best. #3.) Why Mastery Requires Constant Evolution Going from good to great isn’t the finish line. The greats keep deleting old habits, adding new skills, and reinventing themselves in pursuit of mastery. #4.) From ‘I’ to ‘We’: The Real Leadership Shift Jordan and Kobe both had to learn that championships aren’t won by a single star—they’re won when leaders elevate the entire team to play at their level. #5.) Your Most Valuable Commodity: Heartbeats Tim says the true measure of wealth isn’t money, it’s how you spend your finite heartbeats. Once they’re gone, they’re gone—so where you invest them matters more than anything. SHOW NOTES https://bradleyjohnson.com/133 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get copies of Tim’s book, "Relentless" OR "Winning" [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 "133" 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 SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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.TP09254797044 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 "invest" in A-players, everything changed. His director of operations freed him from the grind, a second hire pushed the firm to $19M in total assets, and bringing on a seasoned lead advisor elevated the planning far beyond what Devin could have delivered alone. Each step proved the same point: hire great people, and get the hell out of their way if you want to scale! Today, Devin has rebuilt his firm around freedom—for himself, his team, and his clients. He shows how estate planning tools like the Yes Portal give families peace of mind, how asking emotional questions helps retirees spend without regret, and why true legacy isn’t measured in money but in the memories we leave behind. 3 of the biggest insights from Devin Choules… #1.) Growth Comes From Hiring A-Players Devin’s firm jumped from $5M to $19M in just three years—without adding more marketing or seminars. The breakthrough came when he stopped trying to do it all himself and hired A-players. By building a team he could trust, Devin cut out 60,000 miles of travel a year, reclaimed time with his family, and gave clients a better experience. He shares why elite talent pays for itself, and why most advisors stay stuck by hiring cheap or being understaffed. #2.) Estate Planning That Actually Serves Families Most clients have never seen their full net worth on one page. Devin shows how his firm’s Yes Portal changes that—one login where clients (and their heirs) can see every account, every document, and every detail of their estate. By documenting everything and making it accessible in one place, advisors can give clients peace of mind now—and prevent chaos for their families later. #3.) Legacy Is About Memories, Not Money People don’t just want to live longer, they want to live more. Devin shares how asking the right emotional questions helps retirees spend without regret, create meaningful experiences (like “cousin time”), and build a legacy their families will remember long after the money is gone. SHOW NOTES https://bradleyjohnson.com/132 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE Devin Choules is an Investment Adviser Representative of Coppell Advisory Solutions LLC, dba, Fusion Capital Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. 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...

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 then guide prospects to a natural next step. The result? Advisors he coaches are consistently filling their calendars with quality appointments — even with high-net-worth clients who were previously unresponsive. In this episode, we dig into how Nick’s clients are turning seminars into a predictable growth engine — from the small tweaks that get people leaning in, to the messaging shifts that build trust, to the proven steps that turn an event into a calendar full of quality appointments. 5 of the biggest insights from Nick Whitaker… 1. The 3-Part Framework That Makes Seminars Convert Nick reveals the simple structure every advisor should follow: connect with your audience, deliver content that creates buy-in, and guide them toward small commitments. The advisors who “wing it” or go off-script are the ones who burn opportunities and leave empty-handed. 2. You Don’t Have to Be the Person Who Delivers the Seminar Founders often think they have to be the one on stage, but that’s a limiting belief. Nick explains how top firms separate speakers from closers—letting great presenters fill the calendar while advisors focus on the right appointments. 3. How Micro-Commitments Turn Listeners Into Appointments The close doesn’t happen at the end—it happens all the way through. Nick shows how worksheets, checkboxes, and even nonverbal cues (like picking up a pen) keep audiences engaged and lead to natural, no-pressure conversions. 4. The Seminar Tweak That Attracted $2M–$5M Clients One shift in delivery completely changed who booked appointments. Instead of attracting only transactional prospects, Nick’s approach brought in multimillion-dollar clients who had never responded before. 5. How Post-Seminar Conversations Unlock Extra Appointments Walking out as soon as you finish speaking is a mistake. Nick explains how spending 10 extra minutes table-to-table often turns fence-sitters into clients—and why conviction, not “sales breath,” is what prospects actually respond to. SHOW NOTES https://bradleyjohnson.com/131 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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. TP08254657230 See Privacy Policy at...

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 up to grow. Most advisors try to grow by doing more, but that path leads to burnout and stalled revenue. Instead, I’ll show you how to divide the advisor role into three specialized positions—selling, planning, and service—so you can build a business that grows beyond you. You’ll learn how to hire the right people for each role, compensate them for long-term success, and create a repeatable “advisor pod” system you can scale like clockwork. 4 of the biggest insights from Brad Johnson… #1.) The 3 Roles That End Advisor Burnout How a Chick-fil-A-style model splits the advisor job into selling, planning, and service—so you stop doing everything yourself and start scaling with ease. #2.) The Process to Hire, Train, and Scale on Repeat A step-by-step system to find the right people, develop their skills, and build “advisor pods” you can copy and paste as your firm grows. #3.) The Personalities That Thrive in Each Role Why matching natural strengths to each advisor seat is the key to efficiency, retention, and a better client experience. #4.) How to Grow New Advisors Without Risking Big Prospects From “never leave an empty seat” to the “reverse shotgun” approach, discover how to groom future selling advisors without putting your top clients on the line. SHOW NOTES https://bradleyjohnson.com/130 FOLLOW BRAD JOHNSON ON SOCIAL XInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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. TP08254657222 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 financial advisors can apply the same approach to build unbreakable trust, shorten sales lead cycles, and create an overflowing pipeline of clients who already feel like they know, like, and trust you. We dig into the shocking amount of time that consumers spend researching products and services ahead of time, and the answers that advisors dread providing. We also discuss how advisors can leverage video, especially YouTube, to establish themselves as trusted experts in their industry, as well as the risks of being left behind and rendered obsolete by failing to adapt to AI, new technology, and the trust-building power of video. 3 of the biggest insights from Marcus Sheridan… #1.) The "Big 5" Sales Topics That Clients Search Before They Hire You Marcus breaks down the five topics every client wants to know about: cost, problems, comparisons, reviews, and "best of" lists. Bottom line: Advisors who address these topics upfront, win. #2.) How to Build Trust Before They Ever Shake Your Hand When done right, your marketing becomes the sales process. Marcus proves his point by how clients opened the door saying, “Marcus from the pool video is here!” #3.) Why Video Content Is Your New Sales Funnel Google is sending less traffic to websites, thanks to AI. But YouTube traffic is up. Marcus shares how AI and buyer behavior are shifting and why your YouTube channel will soon be more important than your website. SHOW NOTES https://bradleyjohnson.com/129 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get copies of Marcus' book, "They Ask, You Answer: A Revolutionary Approach to Inbound Sales, Content Marketing, and Today's Digital Consumer" [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 "129" 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 SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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. TP08254657215 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 high-volume product sales to a planning-first model. He doesn’t serve as many people, but the relationships got deeper, the work got better, and the clients got bigger. He unpacks how that transition fueled growth from $5M to $33M in annual new assets, how intentional language transformed his team’s culture, and why the advisors who win long-term will be the ones who build real relationships—not just retirement plans. 3 of the biggest insights from Terence… #1.) Why Language Matters More Than You Think Terence calls his clients “teammates”— and that one change has transformed the culture of his firm. His team doesn’t “serve clients”; they protect their teammates. That small shift in language has created deeper connection, more ownership, and a community retirees actually want to be part of. #2.) Feedback Is a Superpower (If You Can Get Over Your Ego) Every athlete watches game film to improve. Terence brings that same philosophy into his business—recording every seminar, prompting AI to coach him, and treating every piece of feedback like a gift. His secret? Separating the message from the messenger so growth doesn’t get blocked by ego. #3.) Solve Bigger Problems, Serve at a Deeper Level By shifting from a product-driven model to holistic planning, Terrence increased his average client AUM to over $700K — a significant jump from the smaller transactional accounts he started with. Fewer clients. Bigger impact. Stronger relationships. That’s how he’s building a firm and a legacy that lasts. SHOW NOTES https://bradleyjohnson.com/128 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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. Terence Brown is an Investment Adviser Representative of Coppell Advisory Solutions LLC, dba, Fusion Capital Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or...

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 isn’t enough. The highest-performing organizations operate through teamship—a shift from hierarchy to shared ownership, where teams push each other higher and drive results together. You might recognize Keith from his bestselling books like Never Eat Alone or Leading Without Authority. His latest book, Never Lead Alone, breaks down the 10 key shifts that help teams lead together, instead of leaning on one person to carry the load. In this episode, we get into what those shifts look like in real life. From peer-to-peer coaching to energy checks to open feedback loops, Keith shares the simple practices that help your team show up, take ownership, and lead alongside you—not behind you. 3 of the biggest insights from Keith… #1.) The Peer Coaching Framework That Unlocked 50% Growth at Merrill Keith’s 5-5-5 peer-to-peer coaching model helped Merrill Lynch advisors boost net new accounts by 50%—not through top-down management, but by creating safe, structured peer groups that crowdsource solutions and accelerate breakthroughs. It’s a repeatable system any advisory team can implement to grow faster and smarter. #2.) Stop Leading Alone—Start Co-Elevating Keith’s newest book, Never Lead Alone, flips traditional leadership on its head. Instead of top-down command, he shows how elite teams grow faster when they hold each other accountable, run energy checks, and give honest feedback without fear. This is how teams co-elevate—and outperform. #3.) Why AI Will Replace Advisors Who Don’t Evolve Keith doesn’t sugarcoat it—AI is coming for the average advisor. But for those willing to lean in, it’s a multiplier. Learn how to become a “black belt” in AI, build smarter communities, and use technology to deepen—not replace—your human relationships. SHOW NOTES https://bradleyjohnson.com/127 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get copies of Keith’s book, "Never Eat Alone" AND "Never Lead Alone" [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 "127" 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 SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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. TP07254657194 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 how to fix each one. You’ll get a behind-the-scenes look at the exact systems we use at Triad to attract top talent, avoid burnout, and buy back your time. 3 of the biggest insights from Brad Johnson… 1.) Mistake #1 – No Roadmap, No Vision Most advisors try to scale without an org chart, a long-term vision, or a clear team structure. Brad explains why that creates chaos—and how future-casting your growth forces better hiring decisions today. 2.) Mistake #2 – You’re Using Names, Not Roles If you’re still asking “What should Joe do?” instead of “What role do we need filled?”—you’re already behind. This mindset leads to burnout, bottlenecks, and a team full of generalists. Brad breaks down how to flip this, so you’re not stuck putting out fires every day. 3.) Mistake #3 – No Clear or Repeatable Hiring Process Brad shares Triad’s exact step-by-step hiring process—from screening for culture and skillset to a final gut-check interview with trusted team members. You’ll also learn why founders should be the last person in the interview room, not the first. SHOW NOTES https://bradleyjohnson.com/126 FOLLOW BRAD JOHNSON ON SOCIAL XInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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. TP07254657171 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 sweethearts to partners raising a family and scaling a fast-growing company—while navigating the emotional ups and downs of entrepreneurship and marriage. We get real about what it took to go from tension and resentment to connection and respect, and how we now support each other emotionally, practically, and professionally. If you want to build a business and a home life that both thrive, this episode is for you. 3 of the biggest insights from Brad and Sarah… #1.) Therapy Isn’t a Sign of Struggle, It’s a Sign of Strength What started as a tough talk in Napa turned into weekly therapy that helped Brad and Sarah reconnect—and gave their kids a model of what healthy relationships look like. Therapy isn't a weakness. It’s what showing up really looks like. #2.) Hire an EA Who Manages Life, Not Just Business Most entrepreneurs use their EA for scheduling. Brad uses his to protect his marriage. By looping Sarah into calendar decisions, they built a system that prevents business from overrunning family and stops resentment before it starts. #3.) How Enneagram Helped Them Understand (Not Fix) Each Other Brad’s a 7 (The Enthusiast). Sarah’s a 6 (The Loyalist). The Enneagram helped them move from conflict to collaboration, turning their differences into a strategic advantage, at home and in business. SHOW NOTES https://bradleyjohnson.com/125 FOLLOW BRAD JOHNSON ON SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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.

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 smarter systems, a unified client experience, and a shift from a founder-led model to a true team-first approach. In this episode, Ben opens up about what it really takes to navigate succession in a family business, scale sustainably, and build something bigger than yourself. 3 of the biggest insights from Ben Grosko … 1.) Succession Planning: How to Pass the Baton Without Dropping It Succession planning in a family business is never simple. Ben opens up about how they slowly shifted roles, responsibilities, and leadership, without letting the business (or family) fall apart. 2.) Scaling From $15M to $70M in Annual New Assets Since joining the firm in 2015, Ben has helped drive growth from $15M to $70M in annual new assets. He unpacks the systems, tech, and planning process upgrades—like eMoney and Riskalyze—that fueled that scale and created a more consistent client experience. 3.) From I to We: Empowering The Entire Team The biggest unlock? Moving from an “I” to a “We” mindset. Shifting from a founder-led firm to a true team-driven business. Ben reveals how a team-first model—with defined roles, clear career paths, and shared ownership—freed up advisors to focus on what they do best and gave the entire firm room to scale without burnout. SHOW NOTES https://bradleyjohnson.com/124 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL TwitterInstagramLinkedIn FOLLOW DBDL ON SOCIAL: YouTubeTwitterInstagramLinkedInFacebook DISCLOSURE 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. TP07254613392 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.