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

101: Michael Hyatt, Megan Hyatt-Miller, & Brad Johnson - Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Double Win Podcast)


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If your business is taking over your life, it’s time to step back and rethink the playbook. Success shouldn’t come at the cost of everything else. The good news is, it doesn’t have to—and I’m the living proof. 

In this episode, the tables are turned as I take the guest seat on Michael Hyatt and Megan Hyatt-Miller’s podcast, The Double Win. We dive into my journey of building Triad Partners—the company I co-founded to help independent financial advisors grow their businesses without losing sight of what really matters.

We cover everything from transitioning from a sales-driven mindset to a CEO role, to the importance of therapy for high-achieving entrepreneurs, to why business culture will make or break your success. 

I hope this conversation gives you practical insights and fresh perspectives to help you break free from the hustle trap.


3 of the biggest insights from Brad Johnson & Michael Hyatt …


#1.) Breaking Free from the Hustle Hamster Wheel

Many financial advisors build a business only to find themselves working more hours than ever. We talk about the common cycle of “market, sell, repeat” and how to escape it by structuring your business to scale beyond you.


#2.) The Mindset Shift from Salesperson to CEO

Scaling a business isn’t just about bringing in more clients—it’s about shifting from a doer to a leader. I share the biggest leadership lessons I’ve learned while growing Triad from the ground up and building a 100-person team in just four years.


#3.) Culture Is Everything

Hiring the best talent is important, but if they’re not a culture fit, they’ll do more harm than good. We break down how Triad built a movement around Do Business, Do Life and why culture is the ultimate competitive advantage.


SHOW NOTES

https://bradleyjohnson.com/101


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Today's Gift: 30 minute 1:1 coaching call with Brad

Are 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.


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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.


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

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