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Do Business. Do Life. — The Financial Advisor Podcast — DBDL
Do Business. Do Life. — The Financial Advisor Podcast — DBDL episodes
- 078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant
Today, I’m talking with Will Guidara, a world-renowned restaurateur and author of the best-selling book, Unreasonable Hospitality.
At just twenty-six, Will took over Eleven Madison Park, a struggling two-star brasserie that had never quite matched its majestic room. Eleven years later, it was named the best restaurant in the world.
In this episode, not only will you hear how Will pulled off this unprecedented transformation, but you’re going to get a masterclass in hospitality and actionable tips on how to turn an ordinary service (like financial advising) into exceptional experiences for your clients.
3 of the biggest insights from Will Guidara …
- The pursuit of excellence and the story of how Will created the #1 restaurant in the world.
- The power of unreasonable hospitality – and how to use “The 95/5 Rule” to create unforgettable experiences that your clients will talk about for years.
- What high net-worth clients really want! Find out why understanding, flexibility, and personalized care are non-negotiables for attracting high-value clients like Will.
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW
Today's Gift: Get a free copy of Will’s book, "Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect" [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 "78" 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/78
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
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.
1 hr 1 min - 077: Brad Johnson & Justin Donald - Growing Your Business WITHOUT Sacrificing Your Life (Live on Front Row Dads Podcast)
What’s up DBDL fam! We’ve got a special episode lined up for you today.
As many of you know, I’m a proud member of Front Row Dads – a membership group and podcast created for fathers who want to level up their Dad game and put family first. As part of a podcast series, Front Row Dads selected a handful of members to guest host the show.
As a part of that series, I was chosen to be interviewed by fellow Front Row Dads member, Justin Donald.
In this episode, you’ll get to hear all about The Johnson's core family values, practical tips for entrepreneurs chasing the mythical “work-life balance,” and how I believe entrepreneurs can successfully grow a business without sacrificing family, health, or happiness.
3 of the biggest insights from Brad Johnson …
- How to build a team that wants to do business and do life together – AND a culture that attracts great talent in the process!
- Why work-life balance is a myth – find out why work-life integration is the secret to making your business serve your life, not become your life.
- The Johnson’s core family values – and how they use those values as a north star for making tough decisions and building a life by design, not by default.
SHOW NOTES
https://bradleyjohnson.com/77
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
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. TP08243623584
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
46 min - 076: Triad Member - The Secret Behind 400% Growth in One Year with James and Kris Rea
In this episode, I’m talking with James and Kris Rea, the dynamic husband-and-wife team behind Rea Financial. Their story highlights the power of authenticity and how crafting the right mission, messaging, and values can massively impact the success of your business.
The Rea's had to take a few steps back before they could leap forward, but their efforts paid off, growing from $8M to $36M in total assets in a single year. This transformation wasn't easy—it required deep, sometimes messy work—but it was essential for creating a brand that truly reflects who they are and the exceptional service they offer.
Today, I dive into their incredible growth journey and the playbook that fueled their rapid success.
3 of the biggest insights from James and Kris Rea …
- Learn to stand out from every other advisor, deeply understand your mission and values, and transform your business into a powerhouse of growth and significance.
- The mindset shift needed to attract and retain top talent – and how getting the right people on the bus can take you out of the drudgery zone, free up your time, and unlock new levels of success.
- How your words shape your reality–believe you can achieve more, align with the right people, and watch your bold visions come to life.
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
https://bradleyjohnson.com/76
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
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 T 2024 Triad Partners. All rights reserved.
TP08243734025
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
1 hr 7 min - 075: Chris & Melissa Smith - Family Brand: The Secret to Becoming a Stronger Parent, Spouse, and Family
Today, I'm chatting with Chris and Melissa Smith, the power couple behind Family Brand.
Chris and Melissa's story is one of transformation—they were on the brink of divorce in their fourth year of marriage, but nearly 20 years later, they now have a thriving family with five incredible children.
They realized that as entrepreneurs, we often invest so much time and money into the brand, strategy, and culture of our businesses... but in the process, our families end up taking a back seat. Don’t our families deserve the same intentionality and commitment we give to our businesses?
That realization led Chris and Melissa to write a different story for their family. They founded Family Brand to help other families create a culture by design (not by default), define and live by powerful core values, and craft a clear vision for the future.
In this episode, you'll discover practical tips and inspiring insights to help you become a better parent, a more supportive spouse, and build a stronger, more united family. If you're ready to transform your family life, this conversation is a must-listen.
3 of the biggest insights from Chris & Melissa Smith …
- Decide your family values before someone else does it for you – learn how to use the “Language Creates” concept to get your family to truly buy in!
- Why you should model your family culture after In-N-Out Burger instead of McDonalds if you want true success for your family.
- The power of rituals to create (and maintain) your family’s identity – and why research shows that families who eat together don’t just stay together but are also more successful and happier!
FREE GIFT + JOIN THE DBDL INSIDER CREW
Today's Gift: Family Brand Academy discount
To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "75" 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/75
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
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.
59 min - 074: Sara Baker - How to Grow Fast, Avoid Burnout, & Build a Profitable RIA
Today, I’m excited to sit down with Sara Baker, a leader with over 15 years of financial services experience and our President of Triad Wealth Partners.
Sara’s journey began as a Division 1 volleyball player, transitioned through a successful legal career, and ultimately led her to become a leader at two of the largest wealth advisory firms in the country – I’m talking assets north of $240 BILLION!
Bottom line: Sara is sitting on a gold mine of experience, and in this episode, she shares tailored insights that financial advisors will be hard-pressed to find anywhere else (like how to build a profitable fee schedule from Day 1).
If you're looking to grow fast, avoid burnout, and build a highly profitable financial advisory firm, this conversation is packed with actionable advice you can start implementing today.
3 of the biggest insights from Sara Baker …
- Proven strategies for rapid growth and avoiding burn out – lessons Sara learned firsthand from working at two of the largest wealth advisory firms in the country!
- How to conquer analysis paralysis by adopting a minimal lovable product mindset.
- A step-by-step guide to reverse engineer your fee schedule, increase profits, and run your business (and life) the way you want to
FREE GIFT + JOIN THE DBDL INSIDER CREW
Today's Gift: 30 minute 1:1 call with Brad
To get access to today's 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
https://bradleyjohnson.com/74
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
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.
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. All rights reserved.
TP07243623567
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
1 hr 23 min - 073: Solo - Why Every Entrepreneur Should Be In Therapy with Brad Johnson
Today I’m sharing something that I’ve never talked about publicly: my personal journey with therapy and how it helped to save my marriage.
The truth is, in the early days of Triad, when I was busy putting my blood, sweat and tears into helping our team get the company off the ground...I was leaving a void at home and not showing up as the husband and father I needed to be.
I often felt like there just wasn't enough of me to go around.
Therapy is what helped me get things back on track – including being a better entrepreneur, father and husband. Essentially practicing what we preach when it comes to Doing Business and Doing Life.
That’s why I’m going deep today and sharing some intimate details and key lessons from my own therapy journey. My hope is that it will help you spot opportunities where you can also level up and start doing business and life even better.
3 of the biggest insights from Brad Johnson …
- A powerful story highlighting Michael Hyatt’s vulnerability and success in therapy – and how that taught me that true strength lies in seeking help.
- Why nobody is willing to follow volatile leadership, and how therapy gives you the tools to become a calm and confident leader instead.
- Why I believe therapy needs a massive rebrand – without the stigma! Going to therapy is not a sign of weakness, it’s just another form of coaching and a giant step toward becoming the best version of yourself.
TO ANYONE WHO IS STRUGGLING
If you’re hurting right now and need somebody to talk to, please reach out and I will do my best to personally help. Whether that's hopping on a quick call to lend an ear OR sharing the resources that helped me during times when I was quietly struggling. Email [email protected] and we'll go from there.
JOIN THE DBDL INSIDER CREW
To 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
https://bradleyjohnson.com/73
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
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.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
45 min - 072: Triad Member – Referral Secrets for Gathering $60M of New Assets Annually with Andy Heese
Today, I’m excited to chat with Triad Member Andy Heese, the president and founder of The Guardian Group.
This year, Andy and his team are on track to bring in $60 million in new assets—all without relying on a traditional marketing funnel. Instead, they focus on building strong client relationships and leveraging referrals. Andy’s “secret” isn’t a sophisticated referral program, but something much simpler: consistently showing up for clients in unexpected and meaningful ways.
In this episode, Andy shares the profound impact of prioritizing people over profits. You’ll learn about the transition from being a solo advisor to leading a successful team, effective leadership strategies to help others achieve their goals, and the inspiring story behind the Heese family’s non-profit, “Club Vallarta,” which provides low-income children in Mexico with access to educational and recreational opportunities.
3 of the biggest insights from Andy Heese …
- The powerful referral strategy and people-first philosophy that drives $60M in new assets annually for his firm.
- How to transition from solo advisor to true leader by empowering your team with humility, service, and authenticity.
- Hear about the Heese family’s non-profit, ‘Club Vallarta,’ which provides educational opportunities to low-income children in Mexico and creates a lasting community legacy.
FREE GIFT + JOIN THE DBDL INSIDER CREW
Today's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people]
To get access to today's 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
https://bradleyjohnson.com/72
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
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.
TP07243701300
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
1 hr 1 min - 071: Ken Crenshaw - Unlocking Elite Performance & Building a Winning Culture
Today, I’m talking to Ken Crenshaw, the Sports Medicine and Performance Director for the Arizona Diamondbacks.
Ken's journey in sports medicine is beyond fascinating and inspiring: from growing up on a small cattle ranch in New Mexico to working with four major MLB teams over the past 35 years, including a World Series Championship with the Atlanta Braves.
While working with legendary pitchers like Greg Maddux, Tom Glavine, and Randy Johnson, Ken soaked up incredible lessons and insights that apply to athletes just as much as they do to financial advisors looking to elevate their game.
In this conversation, Ken shares a ton of wisdom and actionable advice – like how to develop an elite mindset, build a winning culture, and become a better leader.
3 of the biggest insights from Ken Crenshaw …
- Why mindset is the ultimate difference maker for both athletes and financial advisors alike – plus some simple steps you can take to start building your own elite mindset
- How to transform your leadership abilities by getting to know yourself better and leading with love
- How to create a winning culture and get buy-in from your team – Ken reveals the 108 concept and how it helped the Arizona Diamondbacks get to the World Series
FREE GIFT + JOIN THE DBDL INSIDER CREW
Today's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people]
To get access to today's 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
https://bradleyjohnson.com/71
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
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.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
1 hr 8 min - 070: DJ Eric Rhodes - Turning Your Passion into Your Career & Going Viral
Today, I’m talking with DJ Eric Rhodes, an expert at creating content that goes viral.
Eric is renowned for his mashups of classic hits with new songs, generating millions of views and even catching the attention of artists like Chris Stapleton and Warren G in the process.
But Eric’s journey to success only got off the ground because he decided to leave a stable career to pursue his passion for DJing. Thanks to his persistence and his strategic use of platforms like Instagram and TikTok, he’s been able to turn his passion into a thriving business.
In fact, this year alone, Eric has more than DOUBLED his audience, surpassing 2 million followers across his social platforms!
In our conversation, we get into Eric’s journey and the specific social media marketing strategies he’s used to propel his own career. More importantly, how financial advisors can leverage these strategies to rapidly grow their own audiences.
3 of the biggest insights from DJ Eric Rhodes …
- How Eric doubled his followers this year in no small part because of his content marketing strategy – and the specific hacks financial advisors can use to build their own audiences!
- WHAT content financial advisors should be posting, HOW frequently they should be posting it, and WHY it has to be authentic if it’s going to be successful.
- Proven strategies for monetizing your audience and converting views into real revenue for your business.
JOIN THE DBDL INSIDER CREW
To become a DBDL Insider with VIP access to future resources and exclusive content, text "70" 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/70
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
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.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
55 min - 069: Brad Johnson & Dave Zoller - Creating Unlimited Growth and Freedom in Your Business AND Life - Streamline Replay
Today the tables are turned! This is going to be a slightly different episode, as I’m the one being interviewed. A while back, I had the pleasure of guesting on Dave Zoller’s popular YouTube show, Streamline My Practice – which serves thousands of financial advisors by teaching them how to grow their financial practice.
The episode got a lot of engagement, to which I give full credit to Dave; he’s a great interviewer who prepared some really thoughtful questions. I think our own audience would get a lot of value from hearing this one, so I wanted to re-share it for DBDL listeners.
Oh, and in case you missed it, I actually interviewed Dave on our podcast not too long ago, and that was all about how he’s using YouTube as a marketing funnel that led to $60M of new assets for his firm! So, if you haven’t listened to that one, definitely go back and check out episode 21. In the meantime, enjoy my guest appearance on Dave Zoller’s show!
3 of the biggest insights from Dave Zoller …
- The #1 characteristic that sets top advisors apart from all the rest.
- The 3 types of financial advisors every firm needs – and what McDonald’s can teach you about building a scalable business.
- The 4 phases to level up your practice – and an example of an advisor who uses this model to capture $200M+ of assets organically each year.
FREE GIFT + JOIN THE DBDL INSIDER CREW
Today's Gift: Coaching call with Brad on the 3 Types of Financial Advisors
To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "69" 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/69
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
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.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
43 min
About Do Business. Do Life. — The Financial Advisor Podcast — DBDL
From the publisher's feed
"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…
for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a mission to fix it.
Join Brad as he distills the best advice from top thought leaders and applies it to the world of independent financial advising. Get actionable tips/tactics on sales, marketing, entrepreneurship, business growth, lead generation, hiring, training, team building, company culture, core values, work/life integration, family, relationships, and more!
"Do Business. Do Life." is way more than just another podcast for financial advisors. It's an experience. It's a community. And more than anything, it's a movement. #DBDL
Want to discover what it truly means to succeed as a financial advisor? Subscribe to Do Business, Do Life OR visit https://bradleyjohnson.com/
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