Building a business shouldn’t mean sacrificing your life, but far too often, that’s exactly what happens in our industry. In this live conversation from the FutureProof event, I sit down with my co-founder at Triad Partners, Shawn Sparks, to dig into a different approach—one that lets you scale your advisory business, so you can grow without burning out or missing out on what matters most.

Over the years, Shawn and I have seen so many advisors hitting huge milestones—bringing in $50 million, $100 million, even north of $300 million in new assets per year. But the cost? Their time, their health, their families. 

But it doesn’t have to be this way. We’ve also witnessed advisors reach incredible levels of success without giving up what matters most. In this episode, you’re going to hear some of those stories AND you’re going to learn the 5 transformative principles from Shawn’s new book, The Advisor Transformation—principles that help advisors build businesses that serve their lives, not the other way around.

If you’re an advisor looking to build a business of significance—one that enhances your life instead of draining it—this episode is for you.

3 of the biggest insights from Brad Johnson and Shawn Sparks…

1.) The Five Principle Framework: Discover how these five essential principles drive unlimited growth and help you unlock more fun and freedom along the way.

2.) Create a Culture Where Success is Inevitable: The right culture makes success a natural outcome, and Shawn and I share our best advice for building a passionate, value-driven culture and retaining your top talent.

3.) The Secret to a Winning Sales Process: Learn how to escape the hamster wheel of non-stop sales meetings and establish a scalable sales process that empowers your team and drives growth.

SHOW NOTES

https://bradleyjohnson.com/90

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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. 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.

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