In our industry, it’s all too common to treat revenue numbers as the ultimate scoreboard. But if that’s your only game plan, not only will your progression hit a ceiling, but burnout is inevitable.  

Today, I’m sitting down with Shawn Sparks of Triad Partners, to talk about what it means to truly succeed as a financial advisor.  

Think about it this way… If your numbers are on the rise, but your family is eating dinner without you most nights, is that really how you’d define success? 

In this episode, Shawn shares a much better approach to building a business; one that gives financial advisors unlimited growth, freedom, and joy. Or as we define it, a “Do Business. Do Life.” approach. 

You’ll hear how we’re uniquely positioning ourselves at Triad to serve advisors at the highest level, why freedom doesn’t have to come at the cost of growth, and what it takes to scale without becoming a victim of your own success. 

3 of the biggest insights from Shawn … 

• #1 Learn the sustainable approach to scaling your business as a financial advisor, and why focusing on productivity alone is one of the biggest mistakes you can make. 

• #2 The 5 pillars to scale [Vision, Marketing, Sales, Operations, Culture] and why there’s no limit to what you can accomplish when they all work together.  

• #3 Realizing there are actually 3 different “types” of advisors required to create an unbeatable client experience, attract more referrals, and eliminate the limiting belief that you have to carry all of the weight of running a business on your own. 

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SHOW NOTES

To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/1

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DISCLOSURE 

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Triad Member case studies may not be representative of all Triad advisor experiences, individual results will vary.

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