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

What do fighter pilots and financial advisors have in common?More than you might think—especially when it comes to performing under pressure.In this episode, I sit down with Carey Lorhenz—the first female F-14 Tomcat fighter pilot in U.S. Navy history—to talk about how the Navy trains people to perform in high-stakes environments without leaving success to chance. We get into simulation training before live reps, checklists built for people under pressure (because even really smart people forget things), and why debriefing is one of the fastest ways to build trust and alignment on a team.If you’re building an advisory team, trying to develop younger advisors, or tired of repeating the same mistakes as a firm, this episode gives you a playbook you can actually use.3 of the biggest insights from Carey…#1.) Training Should Look More Like SimulationIn the Navy, pilots don’t get thrown into real situations and told to figure it out. Carey explains why so much time is spent in academics and simulators—and why skipping this step is where a lot of advisor training breaks down.#2.) Checklists Exist Because People ForgetChecklists aren’t about being rigid. They’re about performing when pressure is high. Carey breaks down how the Navy designs checklists for stressed humans—and why the same thinking applies to client meetings and important conversations.#3.) The Debrief Is Where Teams Actually Get BetterCarey walks through a simple five-question debrief that builds trust, surfaces blind spots, and transfers knowledge fast—so teams improve week over week instead of repeating the same mistakes.SHOW NOTEShttps://bradleyjohnson.com/149FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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.

What do you do when doing the right thing gets you fired?That’s the question at the center of this conversation with Keith Leverentz. Keith started his career as a high school science teacher before being recruited into a captive financial firm. He quickly became the number one producer in the organization—but he was doing something most advisors weren’t. He was putting clients first, even when it meant recommending solutions that were less profitable for the company.In 2012, that decision cost him everything. He lost his business, his clients, his niche, and spent a season wondering if he’d ever get back on his feet.Keith didn’t just bounce back. He rebuilt—this time with intention. Today, he leads a 25-person firm that’s on pace for more than $65M in new assets this year. He’s done it by building a real team, integrating his entire family into the business, and putting purpose, generosity, and client outcomes at the center of everything.If you’re a founder who’s been knocked down—or you’re carrying a weight that feels heavier than it should—Keith’s story is a powerful reminder of what’s possible on the other side.3 of the biggest insights from Keith Leverentz…#1.) The Cost of Doing What’s Right (And Why It Paid Off Later)Keith was the #1 producer in his captive agency — until he refused to sell products that weren’t in his clients’ best interest. That decision got him fired. Keith explains the ethical dilemma that forced him out, the fear and isolation that followed, and how starting over with nothing eventually led to building a 25-person firm. If you’ve ever felt tension between growth and integrity, this part will hit close to home.#2.) Why Most Advisors Feel Overwhelmed (And How to Fix It)Keith explains why hiring an Executive Assistant dropped his stress by 40% — and why this role is one of the most overlooked leverage points in advisory firms. He also breaks down a hard truth about his own business: the org chart was “a mile wide and an inch deep.” This section is a masterclass on why founders become bottlenecks, how poor structure slows growth, and what it actually takes to scale beyond yourself.#3.) Why Undercharging Holds Advisors BackKeith shares how he realized he was undercharging — and why raising fees actually improved client outcomes instead of hurting relationships. You’ll hear how expanding planning capabilities, trusting a bigger team, and clearly communicating value allowed him to move up-market with confidence. If you’re worried about fee pressure, higher-net-worth clients, or whether you’re “ready” for the next level, this section reframes the entire conversation.SHOW NOTEShttps://bradleyjohnson.com/148FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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.

Every advisor is looking back at the year — what worked, what didn’t, and what’s worth carrying into 2026. So I pulled the analytics, reviewed the conversations, and rounded up the five moments that advisors like you rewatched the most.Each clip reveals something different: how to build real structure inside your firm, how to scale yourself out of the bottleneck, how to create a compelling workshop experience, how to master your message, and how elite performers think about growth.If you want a quick way to reset your focus, sharpen how you lead, and build more freedom into your business next year, this episode will give you the clearest lessons from across the show in 2025. These are the ideas advisors trusted the most — and they can help you tighten your model, strengthen your team, and build a business that runs without burning you out.3 of the biggest insights from the episode…1.) Structure Is a Growth Multiplier, Not a Corporate ExerciseYour business can only scale as quickly as your structure allows. Ladders, levels, delegated authority, and consistent titles aren’t bureaucracy — they’re clarity. And clarity is what frees a founder from becoming the bottleneck.2.) You Can Duplicate Yourself Faster Than You ThinkWhether it’s sales or marketing, the advisors who scale the fastest stop relying on personality and start relying on process. When you systematize your approach, you unlock the ability to build a team that produces without you.3.) Mastery Comes from Focus, Not Doing MoreJordan. Kobe. Elite advisors. The common thread? They ignore the noise and obsess over the few skills that drive 80–90% of results. Growth isn’t adding more, it’s deleting what no longer serves the next level.SHOW NOTEShttps://bradleyjohnson.com/147FOLLOW 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. TP 12254981392See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As a coach to independent financial advisors, I see a lot of advisors struggling with the same issue—they blend in with the advisor down the street. And when prospects can’t see what makes you unique, it becomes a lot harder for them to understand why they should choose you over anyone else.That’s why I loved today’s conversation with Glenn Street. Glenn built one of the most differentiated businesses I’ve ever seen—Street Characters, the company behind many of the most iconic mascots in the NFL, NHL, MLB, and major college sports. But the real lesson from this episode isn’t about mascots. It’s about how he picked a niche, went deep, and created a level of expertise and service that big competitors couldn’t match.Glenn didn’t try to be everything to everyone. He focused on a narrow lane, understood his customers better than anyone else, and delivered a product and experience no one else in his space could touch. Advisors can do the exact same thing—especially in a market where most firms look and sound identical. When you specialize with intention, understand your audience on a deeper level, and build a brand that feels unmistakably yours, you become the advisor people talk about, remember, and seek out.3 of the biggest insights from Glenn Street…#1.) Niching Down in a Commoditized IndustryOne of the things I loved about Glenn’s story is how he didn’t try to compete with the Disneys of the world. He found a narrow lane—sports mascots—and went deeper than anyone else. That’s exactly what most advisors need today. When you pick a niche and truly understand the people you serve, you stop blending in and start becoming the advisor everyone talks about.#2.) Core Values Don’t Matter Unless You Actually Live ThemA lot of firms have core values, but very few bring them to life the way Glenn does. His team starts and ends their day with them. They use them to make decisions, solve problems, and hold each other accountable. It’s a simple reminder that culture isn’t something you write, it’s something you practice.#3.) The Right Incentives Turn Good Teams Into Great OnesGlenn has built a culture where A-player behavior is recognized and rewarded—whether that’s through peer shoutouts, clear performance targets, or a team trip to Mexico when they hit their goals. These aren’t random perks; they’re intentional systems that reinforce what “great” looks like. SHOW NOTEShttps://bradleyjohnson.com/146FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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. TP11254981386See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Advisors everywhere are feeling the pressure to scale, hire, and prepare for a wave of retirements that will reshape the industry. At the same time, firms are struggling to attract women, keep next-gen advisors engaged, and build teams that actually create freedom instead of more work.That’s why I wanted to bring Lindsey Lewis on the show. After building a $200M book in her first year at Vanguard, Lindsey shifted her career toward research at The American College so she could help the profession fix its biggest blind spots—especially around women in finance, advisor retention, and the future talent pipeline.We dig into the data shaping the next decade of financial services: what women uniquely bring to advisory firms, why Gen Z is more interested in this profession than any generation before them, and how training, compensation, and career clarity determine whether young advisors stay or disappear.4 of the biggest insights from Lindsey …#1.) The Biggest Talent Gap in Advisor HistoryWe’re staring down a generational shift in this profession. Tens of thousands of advisors are aging out. And when you run the math, the industry would need to hire over a million new people just to meet today’s demand. Lindsey walks through the data behind this massive workforce gap and why the firms who build real training, career paths, and development now will be miles ahead of everyone else over the next decade.#2.) Women Advisors Are a Huge Missed OpportunityThe numbers don’t lie: women make up 25% of CFPs… but only a small fraction are in sales/growth positions. And it’s not a talent issue, it’s how the industry has shaped roles, pay structures, and expectations over time. Lindsey breaks down why women often outperform in retention, personalization, referrals, and relationship depth, yet get pushed into service tracks or stay risk-averse because of cultural narratives, confidence gaps, or biases inside firms. The upside for the firms who fix this is enormous. Women represent one of the biggest untapped growth engines in financial services.#3.) Gen Z Wants In, But Poor Onboarding Pushes Them OutHere’s the part no one expects: financial services is now Gen Z’s top-preferred industry over tech and medicine. But at the same time, 1 in 4 early-career advisors say their onboarding wasn’t effective — and those are the same people who leave within seven years. Lindsey lays out exactly what this generation needs to stay: mentorship, sponsorship, clear career paths, ongoing education, and roles that evolve with their confidence. If you want a talent pipeline that sticks, it starts with the first 12–18 months.#4.) Compensation Makes or Breaks Your TeamComp plans aren’t just about money, they’re about psychology. Young advisors need stability before they’re ready to take on variable comp. Others crave upside and hate the idea of a flat salary. Lindsey explains the difference between income risk tolerance and income risk capacity, and why misalignment between the person and the pay structure is one of the biggest drivers of turnover. When firms get comp wrong, they churn through talent. When they get it right, people stay, grow, and eventually step into the very roles the industry is desperate to fill. SHOW NOTEShttps://bradleyjohnson.com/145FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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. TP11254981366See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A few years ago, Triad members Dana and Tyler Dunkelberger were gathering $35M in new assets with a four-person team. And like most advisors, when growth started ramping up, they kept their foot on the gas.They ran 100+ dinner seminars a year, added clients as fast as they could, and tried to solve capacity issues by adding more advisors to the team.But the harder they pushed, the more obvious it became — their model couldn’t keep up. They were growing, but it was completely unsustainable. They were building a service nightmare that was slowly swallowing their time, their energy, and their quality of life.Fast forward to today, and not only has their firm tripled growth, pacing for $100M in new assets, but they now have a 17-person team, clearly defined roles, and a model that actually scales. Dana is here today to walk through the steps they took, the hires they made, and the mindset shifts that turned an unsustainable business into one that scales with purpose and significance.3 of the biggest insights from Dana Dunkelberger…#1.) Why “Stepping on the Gas” Eventually Stops WorkingDana talks about how running 100+ seminars a year filled the pipeline fast — but also created more service work than he and Tyler could ever keep up with. The harder they pushed, the more buried they became. Adding another advisor didn’t fix it either, because it just duplicated the same problem. The real issue wasn’t effort… it was the model.#2) The Shift That Quietly Fueled Their $100M PaceFor a long time, Reliance looked like every other firm — same products, same conversations, same playbook. Then Dana and Tyler built a simple, repeatable framework that showed clients exactly how they work and what makes them different. That shift in structure and message made their meetings clearer, their value easier to understand, and became a major driver behind their growth.#3) The One Hire That Opened the Door to $1M+ ClientsDana didn’t realize how much he was holding the business back by trying to build all the plans himself. Bringing on a dedicated planner changed everything. The plans got better, the advisors got to stay in their lane, and higher-net-worth clients suddenly saw a firm with real depth. It was the missing piece that finally allowed the business to scale.SHOW NOTEShttps://bradleyjohnson.com/144FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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. TP11254981357 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 LifeMost 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 MatterAt 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 EnvironmentWe 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 NOTEShttps://bradleyjohnson.com/143FOLLOW 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. 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 OutAdvisors 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 PlanningBusiness 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 NOTEShttps://bradleyjohnson.com/142FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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.

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 IgnoreAdvisors 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 AdvisorsEden’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 TeamsEden 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 NOTEShttps://bradleyjohnson.com/141FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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. TP11254897301See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 GrowthFor 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 RateWhen 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 EvolvingWords 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 NOTEShttps://bradleyjohnson.com/140FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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. TP10254897290See 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 MarketingI 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 CEOIf 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 NOTEShttps://bradleyjohnson.com/139FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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 FrameworkRobert’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 ThinkMost 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 WorksValues 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 FromToo 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 NOTEShttps://bradleyjohnson.com/138FREE GIFT + JOIN THE DBDL INSIDER CREWToday'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 SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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. TP10254797117See 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 LifeBusiness success and family life don’t have to compete. You can thrive in both without compromise.#2.) Eliminate Guilt by Including Family in the JourneyJason 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 ThemIt’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 NOTEShttps://bradleyjohnson.com/137FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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 EverythingMatt 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 ScaleIn 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 MisalignmentOne 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 MultipliersWhat 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 NOTEShttps://bradleyjohnson.com/136FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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 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. 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. TP09254797085See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 PresentationsAdvisors 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 ActionTwo 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 InEntrepreneurs 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 NOTEShttps://bradleyjohnson.com/135FREE GIFT + JOIN THE DBDL INSIDER CREWToday'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/bradFOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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.

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 InsideAt 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 ProsIn 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 CEOMost 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 ReferralsGolf 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 NOTEShttps://bradleyjohnson.com/134FREE GIFT + JOIN THE DBDL INSIDER CREWMarisa 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 SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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. TP09254797076See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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-HonestyKobe 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 TrainerTim’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 EvolutionGoing 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 ShiftJordan 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: HeartbeatsTim 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 NOTEShttps://bradleyjohnson.com/133FREE GIFT + JOIN THE DBDL INSIDER CREWToday'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 SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.TP09254797044See 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-PlayersDevin’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 FamiliesMost 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 MoneyPeople 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 NOTEShttps://bradleyjohnson.com/132FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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 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.TP08254657234See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 ConvertNick 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 SeminarFounders 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 AppointmentsThe 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 ClientsOne 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 AppointmentsWalking 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 NOTEShttps://bradleyjohnson.com/131FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP08254657230See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 NOTEShttps://bradleyjohnson.com/130FOLLOW 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. 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.