By Brad Johnson
"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life.
Having been a coach fo
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The podcast currently has 92 episodes available.
In nearly two decades of working with some of the world’s top independent financial advisors, I’ve seen all kinds of hidden addictions—and, honestly, I’ve been guilty of a few myself. From the outside, it might look like everyone has it all together: polished, successful, in control. But beneath the surface, even the most disciplined and high-achieving people in this business are dealing with struggles we rarely acknowledge.
And it's not always the obvious issues society labels as “addictions.” Oftentimes they’re subtle, often invisible patterns we fall into—patterns that can damage relationships, compromise health, and eventually eat away at our peace of mind.
That’s why I wanted to invite Ian Cron on the show. He’s releasing a new book, The Fix, which takes a fresh and deeply compassionate look at these hidden habits.
Ian points out that while most people think of addiction in terms of substances like drugs or alcohol, there’s a whole spectrum of “quick fixes” that quietly complicate our lives—things like overworking, people-pleasing, or constantly chasing achievement. These behaviors might not leave bottles stashed in desk drawers, but they can be just as damaging.
Ian shares practical principles from his book that go beyond traditional ideas of addiction, offering guidance for anyone who wants to reclaim control, set healthier boundaries, and live a more intentional life.
3 of the biggest insights from Ian Cron …
1.) How to recognize hidden addictions—and why no one is immune
Addiction isn’t always obvious. Ian breaks down how even the most successful people can fall into patterns of overwork, people-pleasing, or constantly chasing success. Learn how to identify these hidden habits and take the first step toward breaking free.
2.) The growing grip of technology addiction—on us and our kids
From endless scrolling to digital distractions, technology has quietly become one of the most pervasive addictions. Ian shares insights into how it affects not just adults but our children, and how to reclaim our focus and connection in a hyper-digital world.
3.) A fresh, practical take on the 12-Steps for everyone
Ian modernizes the timeless principles of the 12 Steps for recovery, making them accessible for anyone—not just those battling substance abuse. Discover how these steps can help you build healthier boundaries, reconnect with what matters, and create lasting change in your life.
SHOW NOTES
https://bradleyjohnson.com/91
PRE-ORDER YOUR COPY OF "THE FIX"
Go grab a copy of Ian’s book, The Fix: How the Twelve Steps Offer a Surprising Path of Transformation For the Well-adjusted, the Down-and-Out, and Everyone in Between. It officially comes out in January, but if you pre-order you’ll get immediate access to the first chapter.
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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.
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
FREE GIFT + JOIN THE DBDL INSIDER CREW
Today's Gift: Get a free copy of Shawn's book, "The Advisor Transformation: The Ultimate Guide to Growth, Freedom, and Joy for Financial Advisors" [while supplies last]
To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "90" to 785-800-3235. *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.
Throughout my years of coaching advisors, I’ve noticed one of the most common traps they fall into is letting meetings run too long. It may feel like good service, but long, unfocused meetings can quietly chip away at your credibility.
Today, I’m sharing The 15-Minute Warning Knock Concept—a simple, yet powerful framework to help you set boundaries, improve efficiency, and show clients that your time is as valuable as the advice you give.
BTW, this concept builds on episode 81 “Optimize Your Calendar to Maximize Revenue and Freedom,” so if you haven’t listened to that, definitely go check it out.
3 of the biggest insights from the episode …
1.) Master Your ACE: Learn how to leverage the 15-Minute Warning Knock to establish Authority, Credibility, and Exclusivity (ACE) without stretching yourself thin.
2.) Stay on Schedule: Why the warning knock builds accountability into your day, keeping you on time and giving each client their full focus.
3.) Maximize the Final 15 Minutes: The final minutes of each meeting reveal clients’ top concerns and buying signals. This system helps you bring those to the forefront efficiently.
SHOW NOTES
https://bradleyjohnson.com/89
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
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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.
Today, I’m sitting down with Triad member Matt Dixon, the founder and CEO of TRU North Advisors, to discuss the blueprint he followed to double his business three years in a row while pursuing a life of true significance.
Matt was an independent financial advisor gathering $23 million in new assets in 2021, and today, his team is on track to gather $160 million this year—a staggering 7X growth in just three years! But it’s not just about the numbers.
In this episode, Matt dives into how becoming a better leader, setting clear and consistent goals, and staying grounded in humility have been the keys to his success. More importantly, he explains how shifting from chasing success to pursuing significance has transformed not only his business but also his personal life, including major milestones like growing his family.
If you're looking to scale your business, evolve as a leader, and create a passionate, purpose-driven team, this conversation is loaded with actionable insights you can start leveraging today.
3 of the biggest insights from Matt Dixon…
1.) Setting Goals That Lead to Growth: Matt shares how being a lifelong learner and writing down clear, specific goals has been essential to achieving 7X business growth in just three years.
2.) Significance Over Success: How to build a profitable business that also blesses others and brings deeper meaning to your life.
3.) Build a Business Bigger Than You: Learn how to craft a culture of passionate contributors who grow alongside the business.
SHOW NOTES
https://bradleyjohnson.com/88
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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.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Today, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival.
I sat down with Tim White, Co-Founder of Wealth.com, and Sara Baker of Triad Wealth Partners to talk about the new tech transforming estate planning for advisors. I know estate planning isn’t the sexiest topic, but Wealth.com is doing some seriously cool things to make it easier for advisors to help their clients.
Estate planning is full of legal hurdles and outdated processes. Advisors waste hours manually updating documents, chasing attorneys, and keeping up with changing state laws – it’s frustrating.
Their platform does a lot behind the scenes, but it’s all about reducing friction, which is why I know you’re going to love today’s episode.
3 of the biggest insights from Tim White & Sara Baker …
SHOW NOTES
https://bradleyjohnson.com/87
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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.
Today, I’m talking with branding expert Amanda Brinkman, who shares her powerful “do well by doing good” philosophy—proving that you can build a thriving business while making a positive impact on the world.
Amanda’s worked with big-name brands like BMW, Reebok, and Sony, and she even produced the hit show “Small Business Revolution: Main Street” alongside Ty Pennington and Robert Herjavec from Shark Tank.
In this episode, Amanda explains how financial advisors can tap into purpose-driven branding to stand out and grow their business in a way that truly matters.
She also shares practical tips on how to reclaim your time so you can build a business that works for you—not the other way around.
If you want to build a successful business that blesses your life, rather than becomes it, this episode is for you.
3 of the biggest insights from Amanda Brinkman …
SHOW NOTES
https://bradleyjohnson.com/86
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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.
Copyright ©️ 2024 Triad Partners. All rights reserved. TP09243739602
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Today’s episode is a tough one, but an important one. I wanted to take a moment to honor someone who profoundly impacted my life – my friend, John Ruhlin.
Tragically, John passed away unexpectedly about 2 months ago at just 44 years old. When I first heard the news, I was in complete shock, and I’ve been doing my best to process it ever since.
For those who knew John, you’ll understand when I say he was one of the greatest relationship builders of all time. He had a gift for connecting with people in a way that was truly special. Losing someone like John – a close friend and a larger-than-life presence – makes you reflect on what truly matters in life.
I’m heartbroken by his loss, but at the same time, I feel incredibly grateful to have known him. He taught me how to show up differently, how to treat others with genuine care, how to connect on a deeper level, and how to give without expecting anything in return.
In this episode, I’m sharing the many lessons John taught me – lessons that continue to shape how I live my life. My hope is that by sharing his wisdom, I can honor his legacy and pass on some of the incredible insights that made John who he was.
UPHOLDING JOHN’S LEGACY: 2 WAYS TO GET INVOLVED
#1. PLEASE SUPPORT HIS FAMILY
Honor John’s legacy and support his family by making a donation. Every little amount helps and will go directly towards taking care of his wife Lindsay, and their four daughters (Reagan, Blakely, Saylor, & Layton – age 4 to 13). CLICK HERE to make a donation.
#2. GET THE REFERRAL PARTNER TRANSFORMATION COURSE
John deeply understood that becoming 'radically referrable' meant building lasting relationships and staying top of mind when it matters most. He developed a thoughtful, sustainable system for creating meaningful connections and generating referrals. In honor of his legacy and the generosity movement he championed, his team is offering a special discount on the course to DBDL listeners as a way to continue sharing his timeless principles. If you're interested in the course, CLICK HERE.
SHOW NOTES
https://bradleyjohnson.com/85
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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.
TP09243739596
Copyright 2024 Triad Partners, LLC all rights reserved.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Today, I’m sitting down with Triad members John McNeil and Virginia O’Brien, the father-daughter team behind a 103-year-old family firm, to learn how they grew their net AUM by 20% in just 7 months by combining legacy with innovation.
Mobile Bay Financial Solutions has had four generations of family leadership, and in this conversation, we dive into how it evolved from its insurance roots in 1922 to a modern, full-service financial planning powerhouse with roughly $50 million AUM.
For many advisors, navigating industry changes like compliance, technology, and staying relevant can be overwhelming—especially for family-run firms trying to innovate without losing their identity.
John and Virginia reveal how they modernized their practice, streamlined processes, and deepened client relationships while preserving the values that have sustained their firm for a century.
If you’re looking to innovate and grow without sacrificing your roots, this episode is full of actionable insights.
3 of the biggest insights from the episode …
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.
SHOW NOTES
https://bradleyjohnson.com/84
FOLLOW BRAD JOHNSON ON SOCIAL
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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.
Copyright 2024 Triad Partners, LLC
TP09243739589
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Today, I’m sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter.
Starting at just 25, Thomas quickly earned recognition as one of Investopedia’s Top 100 Financial Advisors in both 2022 and 2023. By focusing on creating valuable, engaging, and authentic content, he turned Twitter into a powerful growth engine for AllStreet Wealth.
In this conversation, Thomas shares actionable advice for financial advisors like the step-by-step methods he’s used to drive 97% of new assets from Twitter, build an engaged audience of 28,600 followers, and create content that converts.
So you're looking to amplify your online presence, build your personal brand, and grow your advisory firm, this conversation is packed with actionable insights from one of the industry's rising stars.
3 of the biggest insights from Thomas Kopelman …
FREE GIFT + JOIN THE DBDL INSIDER CREW
Today's Gift: 10% discount on Thomas's course, How to Build Your Personal Brand and Get Your First Client from Social Media. *Please note, Triad is an All Street Academy Ambassador.
To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "83" 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/83
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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. Copyright 2024 Triad Partners. All rights reserved. TP09243739583
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Today, I’m joined by Demi-Leigh Tebow who shares how she uncovered her true identity, built unshakable faith, and overcame profound adversities like the loss of her sister and surviving a violent carjacking.
Demi is no stranger to the spotlight. She was crowned Miss Universe in 2017, married famous NFL quarterback Tim Tebow in 2020, and recently released her best-selling book, A Crown That Lasts. Alongside her personal achievements, she’s deeply committed to charity work through the Tim Tebow Foundation.
But behind the success, Demi’s journey has been marked by significant challenges. Whether it was redefining herself beyond her career, coping with her sister’s severe special needs and subsequent loss, or escaping a brutal carjacking in South Africa, Demi has faced major trials that tested her resilience and faith.
In this episode, Demi shares powerful insights on overcoming adversity, finding your true identity, and becoming the best version of yourself, both professionally and personally.
3 of the biggest insights from Demi-Leigh Tebow …
#1 Stop Letting Your Success Define You
#2 Who’s in Your “Pit Crew” Supporting You?
#3 How Do You Handle Life When It Doesn’t Go According to Plan?
FREE GIFT + JOIN THE DBDL INSIDER CREW
Today's Gift: Get a free copy of Demi's book, "A Crown that Lasts: You Are Not Your Label" [while supplies last]
To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "82" 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/82
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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.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The podcast currently has 92 episodes available.
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