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

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

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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 …

• Find out how Wealth.com automates and streamlines the entire estate planning process, so your team can spend less time on paperwork and more time building client relationships and growing your business

• Learn how AI is revolutionizing estate planning – and how you can leverage it to keep your clients’ estate plans current and compliant 

• Hear about how Wealth.com combines cutting-edge tech with a built-in network of legal experts, capable of handling complex cases, saving you the headache of chasing down attorneys. 

SHOW NOTES

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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 …

• Do Well by Doing Good: Learn how aligning your business with purpose-driven actions not only drives growth but also creates a lasting positive impact.

• Buy Back Your Time: Discover Amanda’s strategy to reclaim your time, giving you the freedom to "retire a little more" each year—without sacrificing success.

• Pursue Your Purpose: Unlock the steps to align your personal and professional life with a deeper purpose, so you can achieve true fulfillment.

SHOW NOTES

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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

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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

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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.

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Copyright 2024 Triad Partners, LLC all rights reserved.

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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 …

• The Secret to Building Generational Trust: Learn how to keep your clients' heirs by building a multi-generational plan that goes beyond investments and locks in trust for life.

• Becoming a 95% Closer: John reveals how their team closes 95% of new business by effectively educating their prospects. 

• Combining Legacy with Innovation: Discover how to stay relevant and competitive by embracing new systems and technologies without losing your foundational values. 

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

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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

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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 …

• Focus on Actions, and Results Will Follow: Discover how leveraging mentorship and continuous learning can drive rapid growth in your business.

• How to Harness the Power of Twitter: Thomas breaks down the exact steps he used to go from 0 to 28,600 followers, turning Twitter into a marketing funnel that generates 97% of new business!

• The Content Creation Playbook: Learn how to generate good ideas, stand out from the crowd, and build a personal brand that attracts new clients.

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

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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

• Chasing accolades and achievements won’t bring lasting fulfillment. Demi reveals how to find true self-worth beyond titles and awards—something every financial advisor needs to hear in a results-driven industry.

#2 Who’s in Your “Pit Crew” Supporting You?

• Demi’s success didn’t happen in isolation. Discover the importance of building a trusted inner circle that has your back when life (or business) throws challenges your way.

#3 How Do You Handle Life When It Doesn’t Go According to Plan?

• Adversity is inevitable. Learn Demi’s proven approach to transforming setbacks into opportunities for growth, and how to keep moving forward even when everything feels out of control.

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

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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, I’m flying solo—no guest, just me on the mic. But I’m tackling a topic that could make or break your business: optimizing your calendar for maximum revenue and freedom.

I’ll share real-world stories and frameworks that have helped countless financial advisors like you transition from solo players to true business owners. By the end of this episode, you’ll know exactly how to systematize your calendar, maximize your revenue-producing hours, and protect your personal life.

If you’ve ever felt like your calendar is running you instead of the other way around, this episode is a must-listen.

3 of the biggest insights from Brad Johnson …

• The Swiss Cheese Calendar Problem: Why random, scattered meetings kill productivity and how to fix it by batching your appointments.

• How to structure your week to focus on high-value, revenue-producing tasks and avoid burnout.

• The importance of building boundaries by setting non-negotiables, like protecting weekends and family dinners, to maintain a healthy work-life balance.

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

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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. TP09243739571

Copyright 2024 Triad Partners. 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 talking with the family behind Unified Legacy Advisors (ULA)—a firm that has successfully scaled from $14 million to over $100 million in assets in just five years.

Founded in 2019 and joining Triad in 2022, the Nebens are an incredible example of process-driven growth. Their clear brand manifesto focused on helping clients “Retire Fearlessly” has become the foundation of their business strategy and is pivotal to their success.

In this conversation, we explore the key processes that have fueled ULA’s rapid growth, from intentional hiring practices to innovative sales and prospecting techniques. The Nebens’ nearly 10X growth is a testament to the effectiveness of these strategies, and today, they’re sharing the insights behind their journey.

3 of the biggest insights from the Nebens …

• Why crafting a compelling brand manifesto like "Retire Fearlessly" is essential for exponential growth—and how it becomes the driving force behind everything you do, from client interactions to enhancing company culture and attracting top-tier talent.

• How to transform your book into a powerful lead-generation tool that educates clients, markets your services, and drives referrals—particularly from high-net-worth individuals.

• A simple yet effective tactic every advisor can use in the first meeting to qualify prospects more efficiently, ensuring your team spends time building plans for the right clients.

FREE GIFT + JOIN THE DBDL INSIDER CREW

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

To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

SHOW NOTES

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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.

Copyright 2024 Triad Partners. All rights reserved. TP08243739568

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 to Nashville’s #1 men’s stylist, Bentley Caldwell, all about what financial advisors should be thinking about when it comes to their wardrobe.  

Financial advising is a trust-based business, and clients need to feel confident in your ability to manage their finances. That’s why what you wear matters.

How you dress and present yourself shapes how prospects and clients perceive you. It says a lot about your personality, the quality of your work, your attention to detail, and so much more. 

Not only that, but first impressions stick. Before you even say a word, potential clients are sizing you up based on your appearance, so it’s critical to know what to wear – and what NOT to wear!

That’s why I wanted to bring Bentley on the show. He’s an expert at helping entrepreneurs take their image and confidence to the next level. In fact, he’s Michael Hyatt’s stylist – and if you know Michael, you know that’s saying a lot.  

Dressing nice may seem obvious, but knowing what to wear, how to wear it, and where to buy it, can quickly become overwhelming. 

In this episode, we dive deep into the intentional details that make a lasting impression with clients, actionable steps to elevate your wardrobe, and some of Bentley’s best advice for developing an authentic style that you can wear with confidence. 

3 of the biggest insights from Bentley Caldwell …

• The psychology behind dressing for success and how elevating your wardrobe can boost your confidence and make you more relatable to high-end clients

• Why sticking to timeless, professional styles is more impactful than chasing fleeting trends – and simple style hacks that every advisor can use

• The power of discovering your personal style and why spending on quality pieces that fit well is a long-term investment in your personal and professional success.

GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW

Today's Gift: Get 10% Off of Bentley's Standard Styling Package

To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "79" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

SHOW NOTES

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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. TP08243739562

Copyright 2024 Triad Partners. 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.