Your network isn’t just who you know, it’s who knows you. And if you’re not intentional about building the right relationships, you’re leaving massive opportunities on the table—especially as a financial advisor who wants to work with high-net-worth clients and take your firm to the next level.

That’s where Rich Robledo comes in. He’s built a thriving real estate business by mastering the art of networking, mentorship, and high-value conversations. Instead of constantly chasing new business, he’s created a model where opportunities come to him.

In this episode, Rich shares how financial advisors can apply the same principles to grow their practice. From curating the right circles to fostering client loyalty and referrals, he explains how he turned casual conversations into long-term business relationships with ultra-affluent clients.

We also dive into his investment philosophy, lessons from past market cycles (including the 2008 crash), and the mindset shift that separates successful advisors from those who stay stuck. If you're looking to elevate your network, build deeper trust with clients, and create a business that grows through relationships, you won’t want to miss this one.

3 of the biggest insights from Rich Robledo …

#1.) The Secret to Building a High-Value Network as an Advisor

Success in financial services isn’t just about your credentials, it’s about who you surround yourself with. Rich shares how he built a community of influential connections through mentorship, strategic events, and authentic relationship-building—principles advisors can apply to attract high-net-worth clients.

#2.) How High Net-Worth Clients Think

Rich has worked with ultra-affluent buyers, from high-profile athletes to top executives. He breaks down how they make decisions, what they value most, and how you can position yourself as their go-to advisor.

#3.) Real Estate Investing for Long-Term Wealth

Rich plays the long game in real estate. He shares why he holds properties for 10+ years, where he’s investing now, and how he structures deals for cash flow and appreciation.

SHOW NOTES

https://bradleyjohnson.com/109

FREE GIFT + JOIN THE DBDL INSIDER CREW

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.

FOLLOW BRAD JOHNSON ON SOCIAL

• Twitter
• Instagram
• LinkedIn

FOLLOW DBDL ON SOCIAL:

• YouTube
• Twitter
• Instagram
• LinkedIn
• Facebook

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.