『Do Business. Do Life. — The Financial Advisor Podcast — DBDL』のカバーアート

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

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

著者： Brad Johnson
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life.

Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a mission to fix it.

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

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

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

© 2025 Bradley Johnson マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • 165: Solo - The 3 Word Framework for Every 1st Appointment (Financial Advisor Training) with Brad Johnson

    165: Solo - The 3 Word Framework for Every 1st Appointment (Financial Advisor Training) with Brad Johnson
    2026/04/22

    Ever walked out of a first meeting thinking it went great, only to have the prospect disappear?

    I see this happen to really great advisors all the time. The conversation is professional, the planning process is solid, and the explanation makes perfect sense. But somewhere along the way, the energy in the room fades and the prospect never takes the next step.

    In this episode, I break down a simple shift that can completely change how your first appointments feel and how prospects respond. It’s a small adjustment in how you frame the conversation, but once you see it, you’ll start noticing it in almost every meeting.


    3 of the biggest insights from Brad…


    #1.) The “Is Trap” That Turns Advisors Into Commodities

    Many advisors unknowingly start their meetings by explaining tools, products, and process. The problem? That approach can quietly turn even great advisors into just another option.


    #2.) The Communication Gap That Loses Prospects

    Plenty of advisors have great planning processes, but struggle to explain them in simple language. When the explanation becomes too technical, prospects stop leaning in.


    #3.) The Simple Flip That Changes First Meetings

    When you shift the conversation toward what the plan actually means to the client’s life, the entire dynamic of the meeting changes, and prospects begin engaging at a much deeper level.


    SHOW NOTES

    https://bradleyjohnson.com/165


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    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.
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    30 分
  • 164: Jon Acuff - The Most Expensive Fear in Financial Advising

    164: Jon Acuff - The Most Expensive Fear in Financial Advising
    2026/04/15
    If you’re a financial advisor, you see procrastination every day.People wait years before reaching out for financial help. Prospects say they’ll think about it. Clients agree with the plan but never quite get around to doing anything.So why does this happen?Today’s guest, New York Times bestselling author Jon Acuff, has spent years studying procrastination. In his new book, Procrastination Proof, he breaks down why people delay the decisions that matter most and introduces a simple framework for finally moving forward.It turns out procrastination has very little to do with time management or laziness. The real reason people get stuck is far more personal. And if you’re an advisor, understanding that psychology can completely change how you help clients move forward on some of the most important financial decisions of their lives.3 of the biggest insights from Jon…#1.) Procrastination Is the Most Expensive Fear You HavePutting things off doesn’t just delay progress—it quietly steals the only resource you can never get back: time. Jon explains why procrastination often hides behind fear and why recognizing that cost can change how you approach decisions.#2.) High Performers Get Stuck in Different WaysSome people get stuck dreaming. Others get trapped planning. Hustlers skip planning and charge into action, while analysts stay stuck reviewing mistakes. Understanding your tendency helps you fix the real bottleneck slowing you down.#3.) Advisors Help Clients Turn Dreams Into ActionClients rarely change because of spreadsheets or investment products. They change when they connect financial decisions to a meaningful vision of their future—memories, freedom, and experiences worth working toward.FREE GIFTGet a Free Copy of Jon Acuff's New book, Procrastination Proof: https://bradleyjohnson.com/164SHOW NOTEShttps://bradleyjohnson.com/164FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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.
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    50 分
  • 163: Sabrina Brown & Grace Suchy - Why Most Financial Advisor Firms Can’t Escape the Chaos

    163: Sabrina Brown & Grace Suchy - Why Most Financial Advisor Firms Can’t Escape the Chaos
    2026/04/08
    Financial advisor firms rarely stall from a lack of effort. More often, growth breaks down when founders are trying to do everything themselves.But the difference between burnout and scale often starts with building the right team.In this conversation, I sat down with Sabrina Brown and Grace Suchy, members of the Reliance Financial Partners team (live from Triad’s Scale Summit in Dallas). Sabrina was the firm's first employee back in 2012 when they were running nearly 90 seminar nights a year, helping build the operational backbone of the business. Grace joined the team more recently and has already brought in $27 million in assets, almost entirely from existing clients.Together, they share the lessons from that journey, and their approach to hiring A-players that helped the firm go from $30M to $150M in AUM in just two years.3 of the biggest insights from Sabrina Brown & Grace Suchy…#1.) Growth Gets Expensive When Chaos is the Operating SystemSabrina shares what it looked like to help build the business in the early years when everyone was doing everything. The firm grew, but so did the burnout. One of the biggest lessons from this episode is that what gets you through the early stage won’t necessarily get you to the next level, and staying in chaos too long comes with a real cost.#2.) Great Operators Don’t Just Execute, They Create ClarityOne of the most practical ideas in this conversation is Sabrina’s approach to managing visionary founders. Instead of reacting to every new idea, she learned to ask better questions, clarify priorities, and use phrases like “paint me a picture” to reduce confusion. That shift helped turn overwhelm into alignment.#3.) Client Retention Scales When the Handoff Is IntentionalGrace brings an important perspective to the conversation around service and retention. She explains why servicing clients well is just as important as bringing them in, and why firms can’t afford to treat client handoffs like an afterthought. If you want to scale without eroding trust, the baton has to be passed, not thrown.SHOW NOTEShttps://bradleyjohnson.com/163FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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.
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    1 時間 20 分
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