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

What if the key to growth wasn’t more leads, but deeper relationships? Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never Eat Alone, the book that completely redefined how we think about networking. Together, they created the Beyond Connections program, which helps leaders turn those principles into real-world practice through action, community, and systems that actually scale trust. In this episode, we unpack how advisors can move beyond surface-level connections and outdated networking tactics, and start building real, reciprocal relationships that compound over time. Ronen shares how to replace scattered follow-ups with a repeatable relationship system—built on generosity, structure, and consistency. You’ll learn how to stay top of mind with the right people, deepen trust over time, and turn your network into the most valuable asset in your business. 3 of the biggest insights from Ronen … #1.) A Simple System to Strengthen Key Relationships Ronen shares a simple but powerful system for relationship management: use a “second brain” to quickly capture key details after every conversation—whether it’s a voice memo, note, or text to yourself—then block time each week to follow up, add value, and stay connected with your most important relationships. Paired with a dashboard to track touchpoints and relationship strength, this system keeps you consistent, intentional, and top of mind. #2.) How to Measure (and Deepen) Relationship Quality Over Time Instead of categorizing contacts by titles or roles, Ronen introduces the RQ framework—from RQ1 (a new connection) to RQ5 (an inner-circle lifeline). It’s a simple but powerful way to know who you should be investing in, and how often. #3.) Hosting Dinners That Create Connection and Open Doors Tired of stale networking events? Ronen breaks down the “Jeffersonian dinner” format—a structured, one-conversation experience that helps you connect high-level guests, spark meaningful discussion, and become the hub of your network. SHOW NOTES https://bradleyjohnson.com/123 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get a 15% discount on Ronen's 8-week program, "Beyond Connections." To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "123" 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. TP06254535343 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if the biggest threat to your culture was the language you use? As your firm scales, the way you talk about the people on your team can either create clarity or chaos. In this solo episode, I share a painful but powerful lesson I learned while building Triad Partners—from an underperforming team member we were too afraid to let go, to 100+ A-players aligned to a clear mission. You’ll hear the exact mistake we made, why we had to course-correct fast, and how shifting a single word completely transformed how we hire, lead, and hold people accountable. If you’re trying to scale your business without sacrificing your team’s trust or performance, this episode is for you. 3 of the biggest insights from Brad Johnson … #1.) Why “Family” Sends the Wrong Message Calling your team a “family” feels inclusive, but it clouds expectations. It creates hesitation when tough decisions need to be made and sends mixed signals about what’s acceptable. Replacing “family” with “team” gives you the clarity and confidence to lead with consistency. #2.) Families Blur Boundaries but Teams Require Them In a family, you show up no matter what, even when standards slip. But in business, that thinking weakens accountability. Teams work best when expectations are clear, responsibilities are defined, and everyone knows what it means to pull their weight. #3.) Belonging Should Be Earned, Not Assumed In a family, you belong by default. On a team, you earn your spot by aligning with the mission. This mindset shift helps you attract the right people, foster buy-in, and build a culture where everyone’s rowing in the same direction. SHOW NOTES https://bradleyjohnson.com/122 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.

As a financial advisor, you’re taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don’t actually want? In this episode, I’m talking with Derek Coburn—longtime advisor and author of Let’s Retire Retirement—to talk about how changing that one question can completely shift the way you serve your clients. Derek makes a strong case that instead of chasing some number or arbitrary retirement date, we should be asking: Do you even want to retire? And what are you putting off today for a future that might not play out the way you imagine? He shares why helping clients stay engaged in purposeful work—even part-time—can reduce financial pressure, increase fulfillment, and create more space for what matters most right now. Great advising isn’t about getting clients to the end, it’s about making the in-between years count. 3 of the biggest insights from Derek Coburn … #1.) Why “Un-Retirement” Is on the Rise Roughly 25–30% of retirees are returning to work. Not because they need the money, but because they miss purpose, connection, and contribution. Derek explains why it’s time for advisors to stop assuming retirement is the goal and start asking if it’s even the right fit. #2.) The Time Machine Effect: Would You Pay to Go Back in Time? Derek shares a powerful thought experiment: how much would you pay to go back in time for just one more night with your kid at age 10? It’s a reminder that time, not money, is our most valuable asset. As advisors, helping clients reframe retirement isn’t just a financial strategy, it’s a chance to give them more life in their years right now. #3.) How to Attract Clients You Actually Want to Work With If you’re taking on clients just to hit a number, it’s only a matter of time before your calendar is filled with people who drain you. Derek shares how he shifted from goal-chasing to values-aligned client growth—and why that mindset leads to both fulfillment and better results. SHOW NOTES https://bradleyjohnson.com/121 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get a copy of Derek’s book, "Let’s Retire Retirement" [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 "121" 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. TP06254535327 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt? That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks. Despite undergoing major surgery, radiation, and months of recovery, Dylan’s firm gathered $25M in assets—outpacing the previous year on a pro rata basis. He shares the systems that made that possible, and the shift that helped him stop operating as a one-man show. More importantly, his experience reshaped how he advises clients—especially those who are financially set but emotionally stuck. Dylan unpacks the reason retirees struggle to spend without guilt, and why most people look back with one regret: “I wish I’d done more while I still could.” 3 Big Insights from Dylan … #1.) A Business That Runs Without You Isn’t Optional—It’s a Necessity Dylan’s battle with cancer revealed what most advisors don’t realize until it’s too late: If your business can’t grow without you, you don’t own a business, you own a job. Discover the systems, hires, and mindset shifts that allowed his firm to scale, even during the most challenging season of his life. #2.) Why Most Retirees Live Like They’re Broke (Even When They’re Not) Dylan reveals how fear and a lack of planning keeps wealthy retirees from spending money. He explains the simple mindset shift (and plan) that gives clients permission to enjoy their wealth—without guilt or anxiety. #3.) Seminars vs. Educational Events: What Actually Builds Trust? Dylan explains why he transitioned from pitch-heavy seminars to education-first events—and how that subtle shift from selling to teaching created instant trust, sparked better conversations, and led to stronger long-term relationships with prospects. SHOW NOTES https://bradleyjohnson.com/120 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. TP06254535313 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The best financial advisors aren’t just experts in finance, they’re experts in people. In this episode, I’m talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection. As an expert at helping advisors uncover the emotional drivers behind their clients’ financial decisions, Brendan explains why advice alone isn’t enough—and what top advisors do differently to drive action. From subtle mindset shifts that deepen trust to science-backed communication strategies that boost follow-through, Brendan shares the human-side skills that can help you become a more effective, empathetic, and influential advisor. 3 of the biggest insights from Brendan Frazier … #1.) Why Most Clients Don’t Follow Advice—And What You Can Do About It Brendan shares what financial advisors can learn from how doctors treat patients—and why the way you deliver advice often matters more than the advice itself. #2.) The Hidden Skills That Make Clients Feel Truly Understood Brendan unpacks the subtle (but powerful) skills that top advisors use to create trust and connection. You’ll learn how to reset between meetings, why repeating a client’s words is more powerful than praising them, and what neuroscience says about the hidden benefits of curiosity. #3.) The Most Revealing Question You Can Ask in a First Appointment Brendan breaks down the psychology behind one deceptively simple question: “Why now?” You’ll hear how this question uncovers the real reason a client is sitting in your office—and how it sets the stage for both emotional connection and clear planning. SHOW NOTES https://bradleyjohnson.com/119 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. TP05254535317 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business? Today’s guest has done exactly that—and he’s here to show you how. I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online communities. He’s the creator of Smart Passive Income, a top-rated podcast with over 47 million downloads. He’s also built multiple successful YouTube channels, each tapping into different niches and reaching millions. What really stood out to me about Pat is his willingness to try new things without fear of failure. He’s constantly experimenting, learning from what works (and what doesn’t), and sharing those insights openly with his audience. In this episode, he’s pulling back the curtain on how to build a successful YouTube channel—from creating content that instantly hooks viewers to using YouTube Shorts to skyrocket your reach. If you’ve ever thought about using YouTube to grow your financial firm, this conversation is packed with practical advice you can use. 4 of the biggest insights from Pat … #1.) Proven YouTube Strategies for Explosive Growth Discover the YouTube strategies Pat uses to drive massive growth—including how to master hooks, stand out in a crowded market, storytelling techniques, build loyal communities, leverage trending topics, and balance long-form videos with Shorts. #2.) From 0 to 2.5 Billion Views in 300 Days Pat reveals how he launched a Pokémon YouTube channel (without any experience in that niche) and scaled it from 0 to 2.5 billion views in just 300 days. His story is a masterclass in rapid experimentation, finding your niche, and doubling down on what works. #3.) Using Challenges to Drive Engagement and Attract Clients Pat revealed how to use online challenges to turn passive viewers into engaged followers. These challenges can become powerful case studies that showcase your expertise and attract new clients. #4.) Lean Learning: Achieve More by Learning Less Instead of trying to learn everything, Pat practices “Lean Learning,” focusing on one skill at a time until he masters it. This approach has helped him scale multiple businesses. Financial advisors can apply the same strategy—whether it’s building a YouTube channel, leveraging AI, or becoming a better leader—by going deep on one skill that drives real results. SHOW NOTES https://bradleyjohnson.com/118 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get a signed copy of Pat’s book, "Lean Learning: How to Achieve More by Learning Less" [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 "118" 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. TP05254485420 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Judd reveals in this episode. Alex spent years at the Dave Ramsey organization as the former host of the EntreLeadership Podcast, giving him the opportunity to learn from one of the most influential names in personal finance. He saw firsthand how Dave empowered his team, fostered a culture of accountability, and scaled a personal brand into a massive organization—all without losing control. Eventually, Alex launched his own venture, carrying those lessons with him. As the Founder & CEO of Path for Growth, he now offers community, coaching, and experiences for impact-driven leaders. In this episode, you’ll learn how to go from being an advisor working in your business to becoming the CEO who actually leads it—mastering delegation, building systems that run smoothly, and creating a business that thrives without your constant oversight. 4 of the biggest insights from Alex… 1.) The Artist’s Trap: Why Your Personality Isn’t a Business Model Most entrepreneurs start as the “artist” in their business—personally handling everything because they’re great at what they do. But Alex reveals why this approach is a trap. If your business depends entirely on your talent, energy, and personality, it’s not scalable. Alex shares how to escape the artist’s trap and become a true leader—one who builds a business that runs smoothly, even when you’re not in the room. 2.) Healthy Accountability Drives Growth Alex explains how to create a culture of feedback where team members feel empowered rather than criticized. Discover the system he uses to give feedback and measure team performance without hurting morale. 3.) The 4-Steps to Operationalizing Your Business Alex walks through his 4-step process to make excellence predictable and repeatable: Standardize, Document, Evaluate, and Improve. Whether you’re running a team of 5 or 50, this framework will help you scale without chaos. 4.) How Founders Can Delegate Their Unique Skills and Talents Many founders struggle to delegate their strongest skills because those talents come naturally to them. But Alex shares how to break this barrier by identifying your core strengths, distilling them into clear, teachable processes, and empowering your team to replicate them. He reveals why your greatest strengths can become your greatest bottleneck if not properly transferred. SHOW NOTES https://bradleyjohnson.com/117 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. TP05254485404 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Live from Triad’s Scale Summit in Atlanta, I got the opportunity to sit down with two Triad members who are driving SHP Financial’s incredible growth—founding partner Keith Ellis Jr. and Chief Operating Officer Michelle Short. In this behind-the-scenes conversation, we unpack how SHP went from a 4-person startup to a 55-person firm who gathered $380M of total assets in 2024, growing to $1.6B of AUM. You’ll hear how they scaled without burning out, built career tracks that turned interns into $80M producers, and created a culture-backed onboarding system that scales consistency, deepens trust, and reinforces what makes SHP different. 3 of the biggest insights from Keith and Michelle… #1.) How SHP Gathered $380M of Total Assets in 2024 SHP didn’t grow by grinding, they grew by stepping back. Instead of meeting with every client, SHP’s founders focused on high-net-worth clients while their team of specialists handled planning, follow-up, and client management. The result? $380M of total assets without burnout or bottlenecks. #2.) The Onboarding System That Scales Consistency, Trust, and Referrals Every SHP hire starts with a Vision Session, a 1:1 with a partner, and a deep dive into the firm’s culture handbook. From “Shipmates” to Enneagram walls, everything is built to align the team and protect the client experience. That’s how SHP builds internal trust—and earns referrals without ever asking. #3.) SHP’s 3-Tier Client Model That Protects Founder Time By segmenting clients into three tiers, SHP ensures their founders only meet with $2.5M+ prospects—while newer advisors gain reps with clients under $1M. The result? More capacity, clearer career paths, and 4x the asset growth with half the meetings. SHOW NOTES https://bradleyjohnson.com/116 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. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Setbacks aren’t a possibility, they’re a promise. Things will break. People will disappoint. Plans will unravel. Yet we act surprised, as if hardship wasn’t part of the deal. But what if the real problem isn’t the setback itself, it’s believing it wasn’t coming? In this solo episode, I share the single most important mindset shift I’ve made since becoming an entrepreneur—one that’s helped me lead through sleepless nights, personnel challenges, and the unpredictable highs and lows of building a business from the ground up. It all started with a passage from Ryan Holiday’s The Daily Stoic: “The glass is already broken.” That simple idea changed how I view problems. And more importantly, how I prepare for them. I’ll unpack what it means, how I’ve applied it in business and life, and how you can use it to build systems that keep you calm, clear, and confident—especially when things don’t go according to plan. 3 of the biggest insights from Brad… 1.) Setbacks aren’t optional, they’re inevitable. When things break, most leaders react with stress, blame, or panic. But those emotions disappear when you start planning for problems instead of wishing they won’t happen. 2.) “The glass is already broken.” It’s a simple, powerful mindset shift. Accept the fall before it happens, and you won’t be rattled when it does. 3.) Great leaders don’t avoid problems. They build systems to face them with calm, clarity, and confidence. SHOW NOTES https://bradleyjohnson.com/115 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.

What if AI could save you an extra 8–10 hours a week? I’m talking about actual time back. Without adding headcount or overhauling your process. That’s what today’s guest, Steven Latow, is helping advisors do. He’s the Co-Founder of Zocks, an AI assistant built specifically for financial advisors. But Zocks isn’t just a note-taker. It automates meeting prep, takes detailed notes from virtual, in-person, and phone conversations, captures action items, and even drafts client follow-ups—without recording a thing. It also integrates directly with your CRM to keep records updated, create tasks, and kick off workflows automatically. In this conversation, we unpack how top advisory firms can leverage AI tools (including Zocks) to save time, streamline operations, and scale in a way that’s actually sustainable. Steven makes one thing clear: AI isn’t here to replace you, it’s here to free you up to do more of what only you can do. If you’re looking to grow your firm without growing your hours, this one’s worth a listen. 3 of the biggest insights from Steven Latow … 1.) You don’t need to hire more staff to get your time back Steven shared how some advisors are saving 8–10 hours a week just by automating what happens after client meetings—like notes, tasks, and follow-ups. That’s a full workday, without adding headcount. 2.) AI is becoming the ultimate utility player on your team It’s helping advisors tag client interests, prep for meetings, even support smooth handoffs from senior to junior advisors. Whether you're growing or transitioning your firm, this tech quietly fills the gaps. 3.) Most CRMs are just holding info—AI helps make it usable Steven broke down how AI is turning flat, static data into dynamic profiles that actually fuel your planning and marketing. The data’s already there, you just need a smarter way to use it. SHOW NOTES https://bradleyjohnson.com/114 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get a 10% discount on the Zocks platform To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "114" 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. Triad partners is a Zocks client and is also a Zocks Ambassador. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion. That’s not luck, it’s strategy! But how do these deals actually happen? Who’s behind them? And why are pro sports teams becoming the ultimate alternative investment? In this episode, I’m talking with Andrew Woodward—former right-hand to Leigh Steinberg, the real-life inspiration behind Jerry Maguire—to explore one of the most exclusive asset classes on the planet: professional sports teams. Andrew is now a key figure at Game Plan, an investment bank that helps broker deals for NFL, NBA, MLB, and NHL franchises. And in this conversation, he reveals how these deals are sourced, why valuations keep exploding, and what advisors can learn from it all. From ownership structures and revenue streams to the rise of private equity in sports, this episode pulls back the curtain on how billion-dollar teams really get bought and sold. The biggest insights from Andrew Woodward … 1.) How NFL Agents Earn Trust (and Referrals) for Life Leigh Steinberg didn’t become the inspiration for Jerry Maguire by luck. Andrew shares the relationship-building playbook he learned from Leigh—and how trust, not tactics, is what lands high-profile clients. 2.) Why Pro Sports Teams Are the Ultimate Alt Investment These assets aren’t just trophies, they’re smart plays in a scarce, high-demand market. Andrew explains the drivers behind skyrocketing team valuations and what makes them so appealing to sophisticated investors. 3.) The Revenue Streams Behind Billion-Dollar Teams From ticketing and sponsorships to media rights and real estate, today’s franchises generate income across multiple verticals. Andrew breaks down how these revenue engines work—and what advisors can learn from the way pro teams diversify and scale. 4.) How Private Equity Is Opening the Door With team valuations on the rise, leagues are embracing private equity in new ways. Andrew unpacks how this shift is creating more access points for investors. SHOW NOTES https://bradleyjohnson.com/113 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. TP04254372644 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if your best year in business was also your breaking point? That’s exactly where Nico Pesci found himself in 2021. His practice was booming, but between 50+ client meetings a week, late-night emails, and missed time with family, the cost was high. He was burning out. Fast. In today’s conversation, Nico opens up about the wake-up call that made him rethink everything—and how he rebuilt a business he could scale without sacrificing himself in the process. You’ll hear how he went from running Pesci Financial as a solo advisor to launching Momentum Wealth, a firm grounded in purpose, systems, and team. We talk about how he shifted from selling products to helping clients design a retirement they actually want, the mindset shifts that helped him let go of control, and how the death of a close friend reminded him what really matters. This was a great conversation that will challenge you to pause, reflect, and ask: Am I building a business that’s actually worth it? 5 of the biggest insights from Nico Pesci … 1.) What 50+ Meetings a Week Really Cost Him Nico opens up about the burnout that came after his biggest production year ever—and how hitting $75M in new assets became the wake-up call that forced him to redefine success. 2.) Turning a Personal Brand into a Purpose-Driven Firm Discover how Nico’s shift from Pesci Financial to Momentum Wealth marked more than a rebrand, it was a mindset transformation from ego-driven achievement to team-led legacy. 3.) Why Hiring Felt Risky—But Paid Off Big Scaling from 5 to 15 team members wasn’t easy. Nico shares how he overcame the common advisor fear of “I can’t afford to hire” and ended up with more time, more happiness, and more profit. 4.) The Power of Slowing Down to Build Systems That Scale Learn how slowing down to build internal processes became the key to accelerating growth—and why Nico believes systemizing is what separates sustainable success from lucky sprints. 5.) Real-World Examples of How Advisors Can Use AI From onboarding to client communication, Nico reveals how his team is experimenting with AI to improve systems, reduce workload, and elevate the client journey in ways that scale. SHOW NOTES https://bradleyjohnson.com/112 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. TP04254364012 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ten years ago, I thought success was all about the numbers — AUM, revenue, production, etc. But after two decades in the industry and thousands of conversations with advisors, I’ve seen behind the curtain. I’ve met advisors making millions who are secretly miserable… and others earning far less who are truly winning in every category that matters. In this short solo episode, I’m sharing the 5 hard truths I wish someone told me earlier — the same ones we now teach inside Triad. These are the lessons that helped me (and the advisors we coach) grow faster, lead better, and actually enjoy both the business and the life we’re building. 5 Lessons to Succeed as a Financial Advisor … 1.) Relationships Beat Revenue Early on, I was chasing numbers — production, AUM, call volume. But the most fulfilled advisors aren’t chasing clients; they’re building real relationships. The kind that go beyond the portfolio and into family, values, and legacy. When you lead with service, the business takes care of itself. 2.) Simplicity Sells. Complexity Repels Top advisors take complex ideas and make them simple. Visuals, frameworks, and analogies aren’t gimmicks, they’re how you create clarity. And clarity builds trust. If a prospect doesn’t understand your value, they won’t pay for it. Clarity creates confidence 3.) Growth Without Alignment = Burnout You can build a business that looks great from the outside and be miserable on the inside. I’ve seen it too many times. Growth only works if it aligns with your life. If your business doesn’t support your values, family, or well-being, it’s just a matter of time before burnout hits. 4.) Proximity is Power You don’t need all the answers, but you do need the right people around you. I’ve seen entire businesses transform because an advisor got in the right room, asked the right questions, and stayed curious. Proximity accelerates growth. Don’t go it alone. 5.) Advisors Are Leaders (Not Just Planners) Advisors aren’t just here to give advice. You’re here to lead. To guide families through fear, change, transitions, and uncertainty. If you only give advice, you inform. But when you lead with vision and empathy, you transform. That’s the difference between a commodity and a category of one. SHOW NOTES https://bradleyjohnson.com/111 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. TP04254372578 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most leaders struggle to keep top talent. Why? Because when employees don’t feel engaged or fulfilled, they often start looking for better opportunities elsewhere. And while competitive pay matters, it’s not the only reason people stick around. What if the real key to retention was helping your team achieve their personal dreams? In this episode, I’m talking with Dane Espegard, a leadership expert, Cutco-Vector entrepreneur, and the author of The Dream Machine. Dane has built one of Cutco’s most successful sales teams—not by micromanaging or driving harder, but by creating a company culture that makes people want to stay. Dane’s Dream System flips traditional leadership on its head. Instead of just setting company goals, he helps his team identify and achieve their personal dreams, leading to higher engagement, loyalty, and performance. The results? A thriving team that’s deeply invested in the company’s success, because they know the company is committed to theirs. 3 of the biggest insights from Dane Espegard … #1.) Stop Postponing Life & Start Retiring Now Why “someday” is the biggest retirement risk and how small, intentional lifestyle shifts can create freedom long before the traditional retirement age—for both you AND your clients. #2.) The Dream Tracking System That Motivates & Inspires Teams A simple yet powerful framework for helping your team achieve personal dreams—while boosting engagement and performance at work. #3.) How to Build a Workplace Culture That Spouses Brag About Dane uncovers the secret to creating a company culture so strong that employees talk about it at home, increasing retention and deepening loyalty. SHOW NOTES https://bradleyjohnson.com/110 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get Dane's 1000+ Dreams Spreadsheet - a simple tool to help your team dream bigger! To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "110" 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. TP4254352708 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Your network isn’t just who you know, it’s who knows you. And if you’re not intentional about building the right relationships, you’re leaving massive opportunities on the table—especially as a financial advisor who wants to work with high-net-worth clients and take your firm to the next level. That’s where Rich Robledo comes in. He’s built a thriving real estate business by mastering the art of networking, mentorship, and high-value conversations. Instead of constantly chasing new business, he’s created a model where opportunities come to him. In this episode, Rich shares how financial advisors can apply the same principles to grow their practice. From curating the right circles to fostering client loyalty and referrals, he explains how he turned casual conversations into long-term business relationships with ultra-affluent clients. We also dive into his investment philosophy, lessons from past market cycles (including the 2008 crash), and the mindset shift that separates successful advisors from those who stay stuck. If you're looking to elevate your network, build deeper trust with clients, and create a business that grows through relationships, you won’t want to miss this one. 3 of the biggest insights from Rich Robledo … #1.) The Secret to Building a High-Value Network as an Advisor Success in financial services isn’t just about your credentials, it’s about who you surround yourself with. Rich shares how he built a community of influential connections through mentorship, strategic events, and authentic relationship-building—principles advisors can apply to attract high-net-worth clients. #2.) How High Net-Worth Clients Think Rich has worked with ultra-affluent buyers, from high-profile athletes to top executives. He breaks down how they make decisions, what they value most, and how you can position yourself as their go-to advisor. #3.) Real Estate Investing for Long-Term Wealth Rich plays the long game in real estate. He shares why he holds properties for 10+ years, where he’s investing now, and how he structures deals for cash flow and appreciation. SHOW NOTES https://bradleyjohnson.com/109 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. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

New clients fuel growth, but without the right team, your firm will always hit a ceiling. That’s exactly why I wanted to speak with Michael & Laura Lehrhaupt, founders of Strategies for Wealth Management and longtime Triad members, who scaled their firm from $41M to $67M in just three years—without adding more hours to their week. Their growth didn’t come from just one strategy, it was a combination of TV, webinars, seminars, and educational events, all working together to create an omnipresent brand that positioned them as the go-to firm in their market. They also built a 35,000-person database and implemented a nurturing system that turned cold leads into warm conversations and repeat clients. But the real game-changer? Relentless advisor development. Their daily 9:30 AM training sessions transformed junior advisors into $20M+ producers, proving that growth isn’t just about marketing, it’s about building a team that can scale the business beyond you. 3 of the biggest insights from Michael & Laura Lehrhaupt … #1.) The Power of Omnipresence: Marketing that makes you the go-to advisor in your area requires more than one funnel. Learn how Michael & Laura built a brand that follows prospects everywhere—across TV, webinars, seminars, and educational events. #2.) Why Most Advisors Fail at Hiring & Training: It’s not just about finding talent, it’s about developing it. Discover the daily training framework that transformed their junior advisors into $20M+ producers. #3.) How a 35,000-Person Database Became a Goldmine: Most advisors ignore their existing audience. Michael & Laura share how they nurture relationships, create re-engagement campaigns, and drive revenue from past clients and prospects. SHOW NOTES https://bradleyjohnson.com/108 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. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if understanding one simple framework could transform your marriage, improve communication, and make you a better leader in your business? That’s what we’re diving into today with Enneagram expert Christa Hardin—and for the first time ever, my wife, Sarah, is co-hosting with me. The Enneagram isn’t just another personality test, it’s a powerful tool that helps you understand how you and the people around you think, communicate, and handle challenges. Sarah and I have used it in our own marriage, and it’s been a game-changer—not just at home, but in running a business and leading a team, too. In this episode, we’re breaking down how different personality types handle stress, make decisions, and navigate conflict—insights that are just as valuable for your firm as they are for your marriage. Christa also shares what she’s learned from working with couples and business owners, so you can avoid the common pitfalls that lead to frustration and disconnect. Whether you’re running a business with your spouse, balancing marriage and entrepreneurship, or just want stronger relationships, this conversation is packed with insights you can start using today. 3 of the biggest insights from Christa Hardin … #1.) How Your Enneagram Type Impacts Your Business & Marriage Understanding your Enneagram type can help you recognize your strengths and blind spots—not just in your relationships, but in your practice. Are you a natural risk-taker (Type 7) who jumps into business decisions too fast? Or a problem-solver (Type 6) who overanalyzes and struggles with decision fatigue? Knowing this can help you make more confident, intentional choices—both at work and at home. #2.) The 5-to-1 Rule for High-Stakes Conversations Whether you’re talking to a client about their financial future or having a tough conversation with your spouse, the way you communicate matters. Christa shares the 5-to-1 ratio—five positive interactions for every one piece of constructive feedback. Applying this in client meetings builds trust. Using it at home strengthens your marriage. Either way, it’s a simple but powerful way to improve communication in every area of your life. #3.) Balancing Business & Marriage Takes Strategy Many financial advisors work with their spouse or have a partner who supports their growing business. The problem? Work and home life start blending together, leading to burnout, miscommunication, or resentment. Christa shares strategies for setting clear boundaries, prioritizing quality time, and making sure your marriage doesn’t take a backseat to your business goals. SHOW NOTES https://bradleyjohnson.com/107 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Christa’s book, "Enneagram in Marriage: Your Guide to Thriving Together in Your Unique Pairing" [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 "107" 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. See Privacy...

If there’s one thing that can ruin a great team, it’s getting compensation wrong. I’ve seen it happen over and over—advisors accidentally overpaying, then having to backtrack (and losing their best people). Or underpaying, and wondering why top talent isn’t sticking around. In this solo episode, I’m breaking down the 3 biggest compensation mistakes I’ve seen independent financial advisors make, and how to fix them before they cost you your best hires. If you want to build a team that scales with you, attracts A-players, and doesn’t require endless hiring and firing, this episode is for you. 3 of the biggest insights from the episode … #1.) Stop Compensating for Today—Start Planning for Tomorrow Most advisors set comp structures based on current needs, not where their business is going. The result? A structure that doesn’t scale, overpays some roles, and causes resentment among the team. Learn how to future-proof your pay model before it’s too late. #2.) Match Compensation to the Role—Not the Person If you’re deciding pay based on an individual, not the job, you’re setting yourself up for chaos. I'll break down why comp should be role-based, scalable, and fair, no matter how many team members you add. #3.) Your Compensation Plan is Only as Strong as Your Training Model Hiring a great advisor? That’s step one. But if you don’t have a structured training track, you’re setting them up to fail. I’ll share how to mirror your comp plan with training, so new hires can ramp up fast and start producing sooner. SHOW NOTES https://bradleyjohnson.com/106 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. TP02254220351 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Technology is evolving faster than ever, and financial advisors who ignore it risk getting left behind. That’s why I’m sitting down with Shannon Rosic, Director of WealthStack Content & Solutions at Informa, to talk about the cutting-edge advancements that are reshaping the financial services industry. Shannon has spent over a decade at the forefront of fintech, helping firms navigate digital media, AI-driven solutions, and the evolving wealth tech landscape. Known by many as “Gadget Girl” for her creative and engaging approach to fintech storytelling, she’s the go-to expert on helping firms harness technology to scale efficiently—without sacrificing the human touch. In this episode, we dig into the future of AI in wealth management, how advisors can future-proof their business, and why the build vs. buy debate is more critical than ever. Plus, Shannon shares her take on the biggest tech trends advisors need to embrace now to stay ahead of the game. 4 of the biggest insights from Shannon Rosic … #1.) AI isn’t coming—it’s already here If you’re not testing AI-powered tools like automated note-taking, prospecting assistants, and workflow automation, you’re already falling behind. AI isn’t going to replace advisors, but it will separate those who embrace it from those who resist it. #2.) The Future of CRM & AI-Driven Workflows CRMs are evolving from static databases to AI-powered growth engines. The best firms are using AI-driven workflows to automate follow-ups, surface insights, and free up advisors to focus on what matters most—building relationships. #3.) The Must-Have Features of a Client Portal A great client portal isn’t just about access—it’s about engagement. The best portals deliver personalized insights, intuitive design, and seamless communication, making complex financial planning feel effortless for clients. #4.) Build vs. Buy: Which Tech Strategy Wins? Should firms build their own tools or buy off-the-shelf solutions? The best strategy is often a mix—leveraging best-in-class third-party tech while customizing key elements to fit your firm’s unique needs SHOW NOTES https://bradleyjohnson.com/105 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get 20% discount for Wealth Management Edge To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "105" 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. TP02254221191 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

For most advisors, scaling a financial firm without sacrificing your personal life can feel completely out of reach—until you meet Triad Members, Brent & Kim Wells. As the husband-and-wife team behind Young Wealth Management, they had to figure out how to work together in the business Kim started, define their roles, and escape the overwhelm of rapid growth. When things started to break, they restructured their approach—leading to a jump from $31M to $49M in new assets in just one year. In this episode, they break down the key shifts that made it possible—from Kim stepping into the CEO seat, to hiring the right people, to creating a culture that fuels growth without the burnout. The best part? They only work 4-days per week! 4 of the biggest insights from Brent & Kim Wells … #1.) The Shift from Operators to Leaders—Brent & Kim realized that scaling their firm meant spending less time on daily tasks and into true leadership roles. By redefining their roles and playing to their strengths—Brent focusing on revenue and client relationships while Kim took on the CEO seat—they created the space to drive long-term growth and build a business that thrives without being in the weeds. #2.) The Power of Building the Right Team—How a standout service advisor evolved into a Director of Operations, bringing the leadership and structure their team needed to scale. #3.) How a 4-Day Work Week Fueled Their Firm’s Growth – Brent & Kim structured their schedule to allow for focused, high-impact work while carving out dedicated time for family—proving that working less can actually lead to greater success. #4.) Building a Culture of Recognition—How the ‘Brag Box’ and intentional gratitude transformed team morale, boosted engagement, and created a client experience that truly stands out. 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. SHOW NOTES https://bradleyjohnson.com/104 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. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Young Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.