What if the biggest threat to your culture was the language you use?

As your firm scales, the way you talk about the people on your team can either create clarity or chaos. In this solo episode, I share a painful but powerful lesson I learned while building Triad Partners—from an underperforming team member we were too afraid to let go, to 100+ A-players aligned to a clear mission.

You’ll hear the exact mistake we made, why we had to course-correct fast, and how shifting a single word completely transformed how we hire, lead, and hold people accountable.

If you’re trying to scale your business without sacrificing your team’s trust or performance, this episode is for you.

3 of the biggest insights from Brad Johnson …

#1.) Why “Family” Sends the Wrong Message

Calling your team a “family” feels inclusive, but it clouds expectations. It creates hesitation when tough decisions need to be made and sends mixed signals about what’s acceptable. Replacing “family” with “team” gives you the clarity and confidence to lead with consistency.

#2.) Families Blur Boundaries but Teams Require Them

In a family, you show up no matter what, even when standards slip. But in business, that thinking weakens accountability. Teams work best when expectations are clear, responsibilities are defined, and everyone knows what it means to pull their weight.

#3.) Belonging Should Be Earned, Not Assumed

In a family, you belong by default. On a team, you earn your spot by aligning with the mission. This mindset shift helps you attract the right people, foster buy-in, and build a culture where everyone’s rowing in the same direction.

SHOW NOTES

https://bradleyjohnson.com/122

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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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As a financial advisor, you’re taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don’t actually want?

In this episode, I’m talking with Derek Coburn—longtime advisor and author of Let’s Retire Retirement—to talk about how changing that one question can completely shift the way you serve your clients.

Derek makes a strong case that instead of chasing some number or arbitrary retirement date, we should be asking: Do you even want to retire? And what are you putting off today for a future that might not play out the way you imagine?

He shares why helping clients stay engaged in purposeful work—even part-time—can reduce financial pressure, increase fulfillment, and create more space for what matters most right now.

Great advising isn’t about getting clients to the end, it’s about making the in-between years count.

3 of the biggest insights from Derek Coburn …

#1.) Why “Un-Retirement” Is on the Rise

Roughly 25–30% of retirees are returning to work. Not because they need the money, but because they miss purpose, connection, and contribution. Derek explains why it’s time for advisors to stop assuming retirement is the goal and start asking if it’s even the right fit.

#2.) The Time Machine Effect: Would You Pay to Go Back in Time?

Derek shares a powerful thought experiment: how much would you pay to go back in time for just one more night with your kid at age 10? It’s a reminder that time, not money, is our most valuable asset. As advisors, helping clients reframe retirement isn’t just a financial strategy, it’s a chance to give them more life in their years right now.

#3.) How to Attract Clients You Actually Want to Work With

If you’re taking on clients just to hit a number, it’s only a matter of time before your calendar is filled with people who drain you. Derek shares how he shifted from goal-chasing to values-aligned client growth—and why that mindset leads to both fulfillment and better results.

SHOW NOTES

https://bradleyjohnson.com/121

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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. TP06254535327

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What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt?

That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks.

Despite undergoing major surgery, radiation, and months of recovery, Dylan’s firm outpaced the previous year on a pro rata basis. He shares the systems that made that possible, and the shift that helped him stop operating as a one-man show.

More importantly, his experience reshaped how he advises clients—especially those who are financially set but emotionally stuck. Dylan unpacks the reason retirees struggle to spend without guilt, and why most people look back with one regret: “I wish I’d done more while I still could.”

3 Big Insights from Dylan …

#1.) A Business That Runs Without You Isn’t Optional—It’s a Necessity

Dylan’s battle with cancer revealed what most advisors don’t realize until it’s too late: If your business can’t grow without you, you don’t own a business, you own a job. Discover the systems, hires, and mindset shifts that allowed his firm to scale, even during the most challenging season of his life.

#2.) Why Most Retirees Live Like They’re Broke (Even When They’re Not)

Dylan reveals how fear and a lack of planning keeps wealthy retirees from spending money. He explains the simple mindset shift (and plan) that gives clients permission to enjoy their wealth—without guilt or anxiety.

#3.) Seminars vs. Educational Events: What Actually Builds Trust?

Dylan explains why he transitioned from pitch-heavy seminars to education-first events—and how that subtle shift from selling to teaching created instant trust, sparked better conversations, and led to stronger long-term relationships with prospects.

SHOW NOTES

https://bradleyjohnson.com/120

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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.

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The best financial advisors aren’t just experts in finance, they’re experts in people.

In this episode, I’m talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection.

As an expert at helping advisors uncover the emotional drivers behind their clients’ financial decisions, Brendan explains why advice alone isn’t enough—and what top advisors do differently to drive action. 

From subtle mindset shifts that deepen trust to science-backed communication strategies that boost follow-through, Brendan shares the human-side skills that can help you become a more effective, empathetic, and influential advisor.

3 of the biggest insights from Brendan Frazier …

#1.) Why Most Clients Don’t Follow Advice—And What You Can Do About It

Brendan shares what financial advisors can learn from how doctors treat patients—and why the way you deliver advice often matters more than the advice itself.

#2.) The Hidden Skills That Make Clients Feel Truly Understood

Brendan unpacks the subtle (but powerful) skills that top advisors use to create trust and connection. You’ll learn how to reset between meetings, why repeating a client’s words is more powerful than praising them, and what neuroscience says about the hidden benefits of curiosity.

#3.) The Most Revealing Question You Can Ask in a First Appointment

Brendan breaks down the psychology behind one deceptively simple question: “Why now?” You’ll hear how this question uncovers the real reason a client is sitting in your office—and how it sets the stage for both emotional connection and clear planning.

SHOW NOTES

https://bradleyjohnson.com/119

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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. TP05254535317

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What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business?

Today’s guest has done exactly that—and he’s here to show you how.

I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online communities. He’s the creator of Smart Passive Income, a top-rated podcast with over 47 million downloads. He’s also built multiple successful YouTube channels, each tapping into different niches and reaching millions.

What really stood out to me about Pat is his willingness to try new things without fear of failure. He’s constantly experimenting, learning from what works (and what doesn’t), and sharing those insights openly with his audience.

In this episode, he’s pulling back the curtain on how to build a successful YouTube channel—from creating content that instantly hooks viewers to using YouTube Shorts to skyrocket your reach. If you’ve ever thought about using YouTube to grow your financial firm, this conversation is packed with practical advice you can use.

4 of the biggest insights from Pat …

#1.) Proven YouTube Strategies for Explosive Growth

Discover the YouTube strategies Pat uses to drive massive growth—including how to master hooks, stand out in a crowded market, storytelling techniques, build loyal communities, leverage trending topics, and balance long-form videos with Shorts.

#2.) From 0 to 2.5 Billion Views in 300 Days

Pat reveals how he launched a Pokémon YouTube channel (without any experience in that niche) and scaled it from 0 to 2.5 billion views in just 300 days. His story is a masterclass in rapid experimentation, finding your niche, and doubling down on what works.

#3.) Using Challenges to Drive Engagement and Attract Clients

Pat revealed how to use online challenges to turn passive viewers into engaged followers. These challenges can become powerful case studies that showcase your expertise and attract new clients.

#4.) Lean Learning: Achieve More by Learning Less

Instead of trying to learn everything, Pat practices “Lean Learning,” focusing on one skill at a time until he masters it. This approach has helped him scale multiple businesses. Financial advisors can apply the same strategy—whether it’s building a YouTube channel, leveraging AI, or becoming a better leader—by going deep on one skill that drives real results.

SHOW NOTES

https://bradleyjohnson.com/118

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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. TP05254485420

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

Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Judd reveals in this episode.

Alex spent years at the Dave Ramsey organization as the former host of the EntreLeadership Podcast, giving him the opportunity to learn from one of the most influential names in personal finance. He saw firsthand how Dave empowered his team, fostered a culture of accountability, and scaled a personal brand into a massive organization—all without losing control.

Eventually, Alex launched his own venture, carrying those lessons with him. As the Founder & CEO of Path for Growth, he now offers community, coaching, and experiences for impact-driven leaders.

In this episode, you’ll learn how to go from being an advisor working in your business to becoming the CEO who actually leads it—mastering delegation, building systems that run smoothly, and creating a business that thrives without your constant oversight.

4 of the biggest insights from Alex…

1.) The Artist’s Trap: Why Your Personality Isn’t a Business Model 

Most entrepreneurs start as the “artist” in their business—personally handling everything because they’re great at what they do. But Alex reveals why this approach is a trap. If your business depends entirely on your talent, energy, and personality, it’s not scalable. Alex shares how to escape the artist’s trap and become a true leader—one who builds a business that runs smoothly, even when you’re not in the room.

2.) Healthy Accountability Drives Growth

Alex explains how to create a culture of feedback where team members feel empowered rather than criticized. Discover the system he uses to give feedback and measure team performance without hurting morale.

3.) The 4-Steps to Operationalizing Your Business 

Alex walks through his 4-step process to make excellence predictable and repeatable: Standardize, Document, Evaluate, and Improve. Whether you’re running a team of 5 or 50, this framework will help you scale without chaos.

4.) How Founders Can Delegate Their Unique Skills and Talents

Many founders struggle to delegate their strongest skills because those talents come naturally to them. But Alex shares how to break this barrier by identifying your core strengths, distilling them into clear, teachable processes, and empowering your team to replicate them. He reveals why your greatest strengths can become your greatest bottleneck if not properly transferred.

SHOW NOTES

https://bradleyjohnson.com/117

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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. TP05254485404

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Live from Triad’s Scale Summit in Atlanta, I got the opportunity to sit down with two Triad members who are driving SHP Financial’s incredible growth—founding partner Keith Ellis Jr. and Chief Operating Officer Michelle Short.

In this behind-the-scenes conversation, we unpack how SHP went from a 4-person startup to a 55-person firm who gathered $380M of total assets in 2024, growing to $1.6B of AUM. 

You’ll hear how they scaled without burning out, built career tracks that turned interns into $80M producers, and created a culture-backed onboarding system that scales consistency, deepens trust, and reinforces what makes SHP different.

3 of the biggest insights from Keith and Michelle…

#1.) How SHP Gathered $380M of Total Assets in 2024

SHP didn’t grow by grinding, they grew by stepping back. Instead of meeting with every client, SHP’s founders focused on high-net-worth clients while their team of specialists handled planning, follow-up, and client management. The result? $380M of total assets without burnout or bottlenecks.

#2.) The Onboarding System That Scales Consistency, Trust, and Referrals

Every SHP hire starts with a Vision Session, a 1:1 with a partner, and a deep dive into the firm’s culture handbook. From “Shipmates” to Enneagram walls, everything is built to align the team and protect the client experience. That’s how SHP builds internal trust—and earns referrals without ever asking.

#3.) SHP’s 3-Tier Client Model That Protects Founder Time

By segmenting clients into three tiers, SHP ensures their founders only meet with $2.5M+ prospects—while newer advisors gain reps with clients under $1M. The result? More capacity, clearer career paths, and 4x the asset growth with half the meetings.

SHOW NOTES

https://bradleyjohnson.com/116

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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.

Setbacks aren’t a possibility, they’re a promise. Things will break. People will disappoint. Plans will unravel.

Yet we act surprised, as if hardship wasn’t part of the deal.

But what if the real problem isn’t the setback itself, it’s believing it wasn’t coming?

In this solo episode, I share the single most important mindset shift I’ve made since becoming an entrepreneur—one that’s helped me lead through sleepless nights, personnel challenges, and the unpredictable highs and lows of building a business from the ground up.

It all started with a passage from Ryan Holiday’s The Daily Stoic: “The glass is already broken.”

That simple idea changed how I view problems. And more importantly, how I prepare for them.

I’ll unpack what it means, how I’ve applied it in business and life, and how you can use it to build systems that keep you calm, clear, and confident—especially when things don’t go according to plan.

3 of the biggest insights from Brad…

1.) Setbacks aren’t optional, they’re inevitable. When things break, most leaders react with stress, blame, or panic. But those emotions disappear when you start planning for problems instead of wishing they won’t happen.

2.) “The glass is already broken.” It’s a simple, powerful mindset shift. Accept the fall before it happens, and you won’t be rattled when it does.

3.) Great leaders don’t avoid problems. They build systems to face them with calm, clarity, and confidence.

SHOW NOTES

https://bradleyjohnson.com/115

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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.

What if AI could save you an extra 8–10 hours a week? 

I’m talking about actual time back. Without adding headcount or overhauling your process.

That’s what today’s guest, Steven Latow, is helping advisors do. He’s the VP of Operations at Zocks, an AI assistant built specifically for financial advisors. 

But Zocks isn’t just a note-taker. It automates meeting prep, takes detailed notes from virtual, in-person, and phone conversations, captures action items, and even drafts client follow-ups—without recording a thing. It also integrates directly with your CRM to keep records updated, create tasks, and kick off workflows automatically.

In this conversation, we unpack how top advisory firms can leverage AI tools (including Zocks) to save time, streamline operations, and scale in a way that’s actually sustainable.

Steven makes one thing clear: AI isn’t here to replace you, it’s here to free you up to do more of what only you can do.

If you’re looking to grow your firm without growing your hours, this one’s worth a listen.

3 of the biggest insights from Steven Latow …

1.) You don’t need to hire more staff to get your time back

Steven shared how some advisors are saving 8–10 hours a week just by automating what happens after client meetings—like notes, tasks, and follow-ups. That’s a full workday, without adding headcount.

2.) AI is becoming the ultimate utility player on your team

It’s helping advisors tag client interests, prep for meetings, even support smooth handoffs from senior to junior advisors. Whether you're growing or transitioning your firm, this tech quietly fills the gaps.

3.) Most CRMs are just holding info—AI helps make it usable

Steven broke down how AI is turning flat, static data into dynamic profiles that actually fuel your planning and marketing. The data’s already there, you just need a smarter way to use it.

SHOW NOTES

https://bradleyjohnson.com/114

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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. Triad partners is a Zocks client and is also a Zocks Ambassador.

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In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion.

That’s not luck, it’s strategy!

But how do these deals actually happen? Who’s behind them? And why are pro sports teams becoming the ultimate alternative investment?

In this episode, I’m talking with Andrew Woodward—former right-hand to Leigh Steinberg, the real-life inspiration behind Jerry Maguire—to explore one of the most exclusive asset classes on the planet: professional sports teams.

Andrew is now a key figure at Game Plan, an investment bank that helps broker deals for NFL, NBA, MLB, and NHL franchises. And in this conversation, he reveals how these deals are sourced, why valuations keep exploding, and what advisors can learn from it all.

From ownership structures and revenue streams to the rise of private equity in sports, this episode pulls back the curtain on how billion-dollar teams really get bought and sold.

The biggest insights from Andrew Woodward …

1.) How NFL Agents Earn Trust (and Referrals) for Life

Leigh Steinberg didn’t become the inspiration for Jerry Maguire by luck. Andrew shares the relationship-building playbook he learned from Leigh—and how trust, not tactics, is what lands high-profile clients.

2.) Why Pro Sports Teams Are the Ultimate Alt Investment

These assets aren’t just trophies, they’re smart plays in a scarce, high-demand market. Andrew explains the drivers behind skyrocketing team valuations and what makes them so appealing to sophisticated investors.

3.) The Revenue Streams Behind Billion-Dollar Teams

From ticketing and sponsorships to media rights and real estate, today’s franchises generate income across multiple verticals. Andrew breaks down how these revenue engines work—and what advisors can learn from the way pro teams diversify and scale.

4.) How Private Equity Is Opening the Door

With team valuations on the rise, leagues are embracing private equity in new ways. Andrew unpacks how this shift is creating more access points for investors.

SHOW NOTES

https://bradleyjohnson.com/113

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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. TP04254372644

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