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

016: Triad Member - How Building a Business that's Bigger than Him Unlocked $250M+ of Growth Annually with Anthony Pellegrino


Listen Later

If you’re an advisor who’s building your business, there’s a very good chance you’ve made some grueling sacrifices in return for growth…

Late nights in the office, working on the weekends, and missing important time with family, to name just a few.

It may feel like the only way to grow is to grind; to sacrifice your freedom. That’s what I call the “entrepreneurial lie.” But I promise, there’s a better way. One where you work less, and your business continues to grow.

Today’s guest, Triad member Anthony Pellegrino, is the living proof. Anthony’s business, Goldstone Financial Group, was doing $91M in assets when he started working with Triad. The problem was that he was completely burned out, mentally exhausted, and he was missing life’s most important moments with his wife and kids.

In today’s episode, you’ll hear how Anthony completely shifted his mindset around growth and repositioned the business so it didn’t rely on him to scale.

And despite the fact that he works WAY less, spends more time with family, and vacations for 8 weeks at a time, the business is on pace to reach $250M of new growth in 2023.

 

3 of the biggest insights from Anthony Pellegrino…

 

  • How to shatter the belief that sacrificing your time and freedom is essential for growth.

 

  • Discover the invaluable lessons Anthony learned from delivering over 1,000 live presentations. Gain practical strategies to elevate your seminar presentation skills, captivate your audience, and land more appointments.

 

  • Uncover the secrets behind Anthony's success, including how he fired himself from operational tasks, empowered his team, focused on his zone of genius, and scaled his practice.


JOIN THE DBDL INSIDER CREW

To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.


SHOW NOTES

https://bradleyjohnson.com/16


FOLLOW BRAD JOHNSON ON SOCIAL

  • Twitter
  • Instagram
  • LinkedIn


FOLLOW DBDL ON SOCIAL:

  • YouTube - Full Interviews
  • YouTube - Clips from the Show
  • Twitter
  • Instagram
  • LinkedIn
  • Facebook


DISCLOSURE 

Compliance 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.

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.

Copyright ©️ 2023 Triad Partners. All rights reserved. TP06232928481

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

...more
View all episodesView all episodes
Download on the App Store

Do Business. Do Life. — The Financial Advisor Podcast — DBDLBy Brad Johnson

  • 5
  • 5
  • 5
  • 5
  • 5

5

307 ratings


More shows like Do Business. Do Life. — The Financial Advisor Podcast — DBDL

View all
The Tim Ferriss Show by Tim Ferriss: Bestselling Author, Human Guinea Pig

The Tim Ferriss Show

16,080 Listeners

Founders by David Senra

Founders

1,877 Listeners

The Martell Method w/ Dan Martell by Dan Martell

The Martell Method w/ Dan Martell

386 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

14,052 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,348 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,046 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

238 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Joe Lonsdale: American Optimist by Joe Lonsdale

Joe Lonsdale: American Optimist

163 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

118 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

4 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners

Moneywise by Hampton

Moneywise

643 Listeners

BigDeal by Codie Sanchez

BigDeal

731 Listeners