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

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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325325 ratings

FAQs about Do Business. Do Life. — The Financial Advisor Podcast — DBDL:

How many episodes does Do Business. Do Life. — The Financial Advisor Podcast — DBDL have?

The podcast currently has 186 episodes available.

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

The most played episodes among Podcast App listeners.

Number 1: 183: Ben Nemtin - Most Retirees' Regrets Have Nothing to Do With Money
What happens when a client has enough money to retire, but no idea what they actually want retirement to look like? Ben Nemtin knows that problem better than most. After struggling with anxiety and depression at 19, he and three friends created a list of things they wanted to do before they died. That experiment eventually became The Buried Life and led to nearly two decades of studying purpose, regret, and what actually makes people feel alive. This week’s conversation covers why some clients lose their sense of identity after retirement, why the habits that helped them build wealth can keep them from enjoying it, and how financial advisors can help clients get clearer on what all that money is actually for. 3 Insights From This Week’s Episode… 1.) The Retirement Problem a Financial Plan Can't Solve Clients can reach financial independence and still feel completely unprepared for the loss of structure, identity, relationships, and purpose that can come with leaving work. We explore why this transition can be harder than the numbers suggest. 2.) Why Some Clients Never Feel “Rich Enough” Saving can become a lifelong default. Even when the plan says they're financially secure, some clients still struggle to spend on the experiences they spent decades working toward. That tension creates an important opportunity for advisors. 3.) Trust Is Built Beyond The Spreadsheet Clients don't only want to know whether their plan works. They want to know that their advisor understands what the money is actually for. Ben and I explore what advisors may be missing when those deeper conversations never happen. SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdl SHOW NOTES https://bradleyjohnson.com/183 FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedIn FOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebook 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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. TO09265770638 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
August 26, 20261h 6min
Number 2: 181: Ariana Luterman – The Mindset That Took Her From Bedridden to World Record Holder
Almost every advisor hits a point where the grind starts to wear on you, the finish line feels hundreds of miles away, and the urge to give up starts creeping in. This week, Ariana Luterman joins me to talk about what it took to go from being completely bedridden for a year to breaking two Guinness world-records by completing six Ironmans on six continents. We get into what happens when motivation disappears, why you need to have belief before there’s any evidence you should, and how to know when to keep pushing instead of changing the goal. We also talk about one of the biggest mistakes I see advisors make as they grow: treating business like a solo sport. Ariana’s story is a powerful example of what happens when the goal is yours, but the weight of getting there isn’t all on your shoulders. And there’s a lesson in that for any advisor trying to build something bigger than themselves. 3 Insights From This Week’s Episode… #1.) Confidence Is Built Long Before Results Show Up Extraordinary goals rarely come with immediate proof that you're on the right path. Ariana shares why learning to believe in yourself before anyone else does became one of the most important skills on her journey—and why advisors often face a similar challenge as they build their businesses. #2.) The Right Mindset Can Become Your Greatest Competitive Advantage When obstacles appear, most people focus on circumstances. We discuss how intentional mental habits, daily rituals, and disciplined self-talk can shape performance long before external results ever catch up. #3.) Growth Often Begins Where Comfort Ends Every meaningful pursuit eventually becomes uncomfortable. Ariana reflects on what happens when excuses become easy, why resilience is developed through adversity, and how embracing difficult seasons can transform both business and life. SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdl SHOW NOTES https://bradleyjohnson.com/181 FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedIn FOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebook 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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.
August 12, 20261h 10min
Number 3: 185: Claude Silver – The One Sentence Gary Vaynerchuk Used to Build a 2,200-Person Company
Gary Vaynerchuk didn't build a 2,200-person company by keeping his hands on everything. Claude Silver has spent the last 12 years helping him build the culture behind that growth as Chief Heart Officer at VaynerX, the company behind VaynerMedia and Gary's broader business empire. In this conversation, Claude shares the one sentence Gary gave her that became a North Star for how they hire, lead, develop people, and scale without making the entire company dependent on him. We also get into what Vayner looks for in leaders, why Claude doesn't believe in "A-players only," and how they create accountability without building a culture of fear. If you're trying to grow a firm beyond yourself without losing the culture that made it successful, there's a lot to learn here. 3 Insights From This Week’s Episode… #1.) The One Sentence Behind Vayner’s Growth When Claude became Chief Heart Officer, Gary gave her a single sentence that became the North Star for the company they were building. We explore how that idea shaped the culture as Vayner grew from roughly 200 people to more than 2,200. #2.) Is "A-Players Only" Actually The Right Standard? I told Claude that one of our beliefs at Triad is A-players only. Her response surprised me: Vayner is perfectly comfortable with B-players. The conversation that follows raises an important question about what you should actually be measuring when you're building a high-performing team. #3.) The Leadership Problem Training Doesn't Solve You can teach someone processes, systems, and technical skills. Leadership is harder. We explore why coaching, accountability, emotional intelligence, and the ability to navigate messy human behavior become increasingly important as a company scales. SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdl SHOW NOTES https://bradleyjohnson.com/185 FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedIn FOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebook 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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. TP09265877888 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
September 09, 202649min
Number 4: 184: Mark Hedderman – The Retirement Trap Nobody Warns You About
What happens when a client has enough money to retire, but no idea what they’re retiring to? That's the tension at the center of my conversation with Mark Hedderman, a second-generation financial advisor from Ireland who's been rethinking what great financial planning should actually look like. Mark started noticing a gap in the traditional model. Clients could accumulate enough money for several lifetimes while quietly neglecting other parts of their lives that become much harder to fix later. We get into why advisors can mistake a growing portfolio for a successful outcome, how retirement can expose problems the accumulation years hide, and why the rise of AI may actually make the human side of financial advice more valuable. 4 Insights From This Week’s Episode… #1.) Money Is The Vehicle, Not The Outcome A client can reach every financial milestone and still arrive at retirement unprepared for what comes next. Mark and I explore why the numbers only tell part of the story and what advisors risk missing when accumulation becomes the primary definition of success. #2.) AI May Make The Human Side Of Advice More Valuable Technology can analyze portfolios, compare fees, and produce financial information faster than ever. The bigger question is what happens to the advisor's value when those things become commodities. #3.) Help Your Clients Retire To Something Leaving a career can also mean losing purpose, routine, relationships, and identity. Mark explains why retirement shouldn't feel like slamming on the brakes, and how advisors can help clients gradually transition into a new season filled with meaningful experiences, relationships, and pursuits. #4.) Being Rich And Being Wealthy Aren't The Same Thing More money can create freedom, but it can also become a scoreboard that never stops moving. Mark challenges the assumption that a larger portfolio automatically creates a better life and explores the point where accumulating more can actually distract clients from what the money was supposed to make possible. FREE GIVE Download your copy of The Life Care Plan. One place for care preferences, legal and estate details, and the conversations families put off until it’s too late. Get your copy here: https://bradleyjohnson.com/184-life-care-plan-download/ SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdl SHOW NOTES https://bradleyjohnson.com/184 FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedIn FOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebook 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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.
September 02, 202652min
Number 5: 182 - SHP Financial - Inside a $2B AUM Exit - What Buyers Actually Pay For
A growing advisory firm and a valuable advisory firm aren't always the same thing. Plenty of founders know their AUM, revenue, and production. Far fewer know how an outside buyer would judge the business if they had to put a price on it tomorrow. SHP Financial went from less than $30 million in AUM around 2014 to roughly $2 billion AUM by the time they entered the acquisition process. But going through that process forced Derek, Keith, Matthew, and Michelle, to look at the business through a completely different lens. We talk about the things buyers cared about that they hadn't always measured, the founder dependencies that can quietly hurt enterprise value, why impressive growth numbers don't always tell the full story, and what SHP had built behind the scenes that made the firm attractive to an acquirer. If you're building an advisory firm you eventually want to sell, or simply want a business that can grow without depending on you, this conversation gives you a look at what the market actually values. 3 Insights From This Week's Episode #1.) Growth Doesn't Automatically Create Enterprise Value You can have significant AUM, strong production, and years of growth while still owning a business that's difficult for someone else to buy. We explore the questions an acquirer asks that many advisors don't start thinking about until much later. #2.) What Happens When The Founder Is The System? If sales, service, planning, and key client relationships still depend on you, your firm may be more fragile than it looks. SHP's acquisition experience revealed why the business behind the founder matters just as much as the founder's ability to produce. #3.) Are You Tracking The Wrong Growth Number? A big production year can look great on paper while hiding what's actually happening inside the business. Derek, Michelle, and Keith share how the acquisition process changed the way they look at growth—and why the scorecard buyers use may be different from yours. WANT TO LEARN WHAT ACTUALLY DRIVES VALUE FOR YOUR FIRM? Apply for a seat at The Table for a one-time, behind-the-scenes training with SHP Financial on the metrics, systems, and lessons that matter most when building a business that’s bigger than you. Apply now to reserve your spot: https://bradleyjohnson.com/182-the-table-with-shp/ SHOW NOTES https://bradleyjohnson.com/182 FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedIn FOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebook 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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.TP08265847628 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
August 19, 202643min