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

In this episode, I’m talking with Brittany Hodak about how financial advisors can build a diehard community of superfans using the same system Taylor Swift used to create an army of Swifties. 

Brittany came up with her game-changing system, the SUPER Model, while working with globally known brands like Walmart, Disney, Amazon, Katy Perry, the Boston Red Sox, and of course, Taylor Swift. 

This proprietary 5-step system which Brittany shared in her 2023 book, Creating Superfans: How to Turn Your Customers Into Lifelong Advocates, is a simple playbook to tap into the unmatched power of superfandom, and it works like a charm whether you’re Taylor Swift or a financial advisor. 

Today, Brittany breaks down her SUPER Model and shows how you can use it to kill apathy, stand out from a sea of competitors, and most importantly, create your own army of superfans to supercharge your business.

3 of the biggest insights from Brittany Hodak …

• What makes Taylor Swift one of the greatest marketing geniuses of our time? Since Brittany’s worked with her, she’s going to uncover the formula to her rapid growth and show you how to create a cult-like following of Superfans!  

• A financial advisor’s biggest problem isn’t awareness... it’s apathy! Discover Brittany’s 5-Part Framework for turning your business from a commodity to a category of ONE that your clients can’t live without.  

• What processes in your business do your clients find annoying and frustrating? Dubbed 'slow elevators' by Brittany, learn how to transform these inconveniences into golden opportunities, crafting unforgettable experiences that leave your clients delighted.

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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. TP04243458876 

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Today, I’m joined by a very special guest, Arthur Brooks, to discuss a very special topic: happiness. 

Arthur is a Harvard professor, author, and social scientist specializing in happiness. He has written 12 books, including the New York Times bestseller “Strength to Strength,” along with “Build the Life You Want,” a book he co-authored with Oprah. Arthur is also a columnist for The Atlantic and was selected as one of Fortune Magazine’s “50 World’s Greatest Leaders” while serving as president of the American Enterprise Institute, one of the world’s leading think tanks.

In short, Arthur’s done it all. And if you want to talk about the science of happiness — and money’s role in the equation — he’s your guy. So that’s what we did in this episode.

Strap in for a packed conversation that applies to the core of doing business and doing life. You’ll hear about the relationship between money and happiness, how to adopt different habits that may increase your happiness, and how your brain changes as you age — and what that means for how you run your business. 

3 of the biggest insights from Arthur Brooks…

• Discover the correlation between money and happiness — and the science behind our endless pursuit for more! 

• What Arthur learned from working alongside infamous leaders like Oprah and The Dalai Lama – including their secrets to living a happy life. 

• Why do so many retirees feel empty and unfulfilled? Arthur explains what’s going on psychologically and gives his best advice for helping your clients navigate retirement with passion and purpose. 

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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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Today, I’m sitting down with Triad Member Russ Ross for an honest and raw discussion about overcoming adversity and navigating the stressful environment of financial services.

Russ is the president and founder of Russ Ross Wealth Group, where he specializes in helping his clients navigate the phases of their retirements. Together with his wife Michele, Russ also focuses on helping educators in the 403(b) space.

In today’s episode, Russ and I get real. As advisors and entrepreneurs in a high-stress industry, we know the temptation of unhealthy coping mechanisms. Russ takes us through the struggles he’s witnessed and lived — and advice for anyone who needs to overcome their own challenges. 

You’ll also hear insights on running a practice with your spouse, how to improve client relationships and inspire referrals, and how to make sure your work doesn’t swallow your personal life. 

3 of the biggest insights from Russ Ross …

• From addiction to alcoholism, unhealthy coping mechanisms are a harsh reality in our industry. Hear how Russ worked through his struggles and found healthy outlets for stress management. 

• Russ and his wife Michele are one of many husband-and-wife teams in financial services. Listen as he shares his advice on how to run a business together while staying happily married.

• Put the phone down and be present. Get strategies for drawing clear lines between work and life so you can be available for your family.

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Well, we've got a special one for you today! Triad's very own, Shawn Sparks is jumping on the pod to talk about his new book, The Advisor Transformation. 

Now, if you've been following my journey, you'll know that Shawn isn't just my business partner; he's been by my side through thick and thin, and has been a trusted friend for years.

Shawn's expertise is undeniable. He's worked with hundreds of advisors throughout his career, not only showing them how to be better business owners, but to level up as spouses, parents, and individuals.

In his new book, The Advisor Transformation, Shawn unpacks the mindsets, strategies, and tactics designed to help growth-minded advisors scale into unlimited joy, freedom, and significance at work and home. 

It's not just a book; it's a culmination of Shawn's life's work and dedication to redefining success for financial advisors everywhere.

Coming March 22nd. Join the waitlist & get an exclusive look at the first three chapters instantly RIGHT HERE.

3 of the biggest insights from Shawn Sparks…

• Hear how one advisor went from $80M of annual new assets to $250M within 3 years while reducing 90% of his workload – and identify and defeat the enemies of scaling!

• Why focusing on bottom-line metrics might be holding you and your business back – and how prioritizing significance could be the key to uncapping your ceiling.

• Actionable advice for becoming a calm, confident leader — and how to inspire your team to execute your vision 

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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 experiences of Triad member shared are unique and may not be representative of all Triad Member experiences.

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Today, I’m talking with Robert Sofia, the co-founder and CEO of Snappy Kraken – an award-winning marketing technology firm that provides financial advisors with a complete digital marketing system to foster and deepen relationships with clients and prospects, while making it easier for advisors to fulfill all of their marketing needs in one place.

The company was named “The most innovative marketing platform for advisors" by Investment News, and ranked as the "Best Overall Content Marketing Company" for four years running.

Before Snappy Kraken, Robert helped grow his practice’s AUM from $125M to $650M in less than five years. His secret sauce? Merging great marketing and great systems with great advisors. After seeing the opportunity to help other teams grow, Robert made the leap and started Snappy Kraken in 2016. 

3 of the biggest insights from Robert Sofia…

• How to convert cold traffic into meaningful client relationships – and why video is the best way to build trust and drive in-person meetings. Plus, a simple strategy to increase website conversions by 400%!

• Hear Robert’s best advice for acquiring top talent and incentivizing performance that can unlock exponential company growth. 

• The impact AI will have on financial advisors – and how you can use technology to forge meaningful connections, create a great client experience, and scale the human side of financial advice. 

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Today’s episode is a fun one. I’m talking with my good friend and one of the most inspiring human beings I’ve ever met, Hal Elrod. 

In case you don’t know, Hal is the author of one of the highest rated books in the world, The Miracle Morning – which has over 6,000 five-star Amazon reviews and has sold over 2 million copies. But it’s much more than a book, it’s a movement that has inspired millions of people to unlock their full potential, one morning at a time. 

Hal’s life is nothing short of miraculous… 

• At the age of 20 he was hit by a drunk driver, died for 6 minutes, and was told he’d never walk again. 
• At 28, he lost over half of his income, racked up $52,000 in credit card debt, and his home was foreclosed on by the bank. 
• At 37, he was diagnosed with a rare, aggressive form of cancer and was given a 30% chance of surviving.

Hal has defied seemingly insurmountable odds time and time again, and in this episode, you’re going to get the personal development systems and frameworks he’s used to achieve the business and life of his dreams. 

3 of the biggest insights from Hal Elrod …

• The power of The Miracle Morning and why your level of success will seldom exceed your level of personal development. 

• The 5-Minute Rule and the “Can’t Change It” mantra that anyone can use to overcome life’s biggest (or smallest) challenges.  

• The Miracle Evening routine that turns anxiety and stress into blissful bedtime and better sleep. This inspiring framework is what Hal used to overcome his own challenges with sleep, depression, and suicidal thoughts at the darkest time of his life. 

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Today, I’m interviewing Triad Members Tyler Wrezinski and Andrew Hall, the co-founders of Virtus Financial Group. As you’ll find out, these guys are a ton of fun to hang out with, super authentic, and are proof of what can happen when you surround yourself with the right people and you’re willing to step into the unknown. 

In two short years, they went from an insurance-focused offering to an RIA with a holistic planning approach – bringing in north of $35M in total assets for 2023 and now sitting at $50M in AUM. 

I got a lot of joy out of hearing them describe how our community has helped them level up and change the way they do business AND life – and I know you will too!  

3 of the biggest insights from Tyler Wrezinski & Andrew Hall…

• The power of community and what happens when competitors become collaborators, egos are left at the door, and success isn't measured by numbers, but by the support and camaraderie of a like-minded tribe.

• How to guide your clients toward a meaningful future and give them the courage and confidence to truly live their life – and spend without worry.

• Learn how prioritizing a culture of trust and alignment can supercharge your team's performance, attract top talent, and create unstoppable momentum!

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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. 

Copyright ©️ 2024 Triad Partners. All rights reserved.  

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Today, I’m talking with my good friend, Justin Donald. He’s a successful entrepreneur and the founder of The Lifestyle Investor – a company that teaches people how to create wealth, without creating a job. 

Justin went from being stuck in the rat race and putting work before family to mastering low-risk cash flow investing and passive income strategies. He developed a set of investing principles that allowed him to buy back his time and grow his net worth to over 9-figures. And the best part is, he gets to show up fully as a husband and father. 

Through his Lifestyle Investor membership group, courses, book, and podcast, Justin has taught thousands of others how to build the wealth, freedom, and lifestyle of their dreams. 

Justin’s also got a ton of wisdom when it comes to building and scaling businesses. He owns multiple franchises, multiple real-estate businesses, one of the largest mobile home park portfolios in the US, a residential maintenance and rehab company, several operating companies, and more. He’s hired thousands of people throughout his career, so there’s a ton of insights in this episode around growing and empowering your team.  

3 of the biggest insights from Justin Donald …

• How a 5-hour hike with Justin became the origin of Triad’s mission of “Do Business. Do Life” – and why I strongly believe in the idea of work/life integration. 

• Justin’s tips for hiring top talent and empowering your team, taken from his years of experience starting, acquiring, and scaling businesses.  

• How to avoid the trap of trading time for money, and build a life by design, not by default. 

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Today, I’m talking with Dr. Daniel Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.

As the Chief Behavioral Officer at Orion Advisor Solutions, Daniel develops tools and tech that make it easier for financial advisors to apply behavioral science to the real world.

He’s authored books such as: "The Laws of Wealth," which was named the best investment book of 2017 by the Axiom Business Book Awards AND “The Behavioral Investor”, which provides a comprehensive look at the neurology, physiology, and psychology of sound financial decision-making. He's also about to release The Soul of Wealth: 50 Reflections on Money and Meaning, which you can now pre-order. 

In this episode, Daniel and I talk all about the relationship between money and living a meaningful and happy life. We also talk about what I call the “Entrepreneurial Lie”, his latest book, The Soul of Wealth, his book writing process, how to lead from a place of authenticity, and so much more!

3 of the biggest insights from Daniel Crosby…

• The psychological connection between money and happiness – and how to break the cycle of putting work before everything else.

• Daniel’s framework for writing a book with impact and the simple steps any advisor can take to overcome writer’s block and knock out that first book – regardless of how busy your schedule is. 

• The power of authentic leadership – and how to build genuine connections by embracing imperfections and showing vulnerability. 

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Today, I’m talking with Wally Elibiary – a leader in the mortgage industry and the author of 24-7 Mindset.

Wally has been in the mortgage business for 20+ years and has a ton of wisdom when it comes to leveraging people, systems, and technology to scale a business. 

In this episode, Wally shares his story and the problems he faced in his own company that were preventing him from achieving unlimited growth and freedom. While his mortgage business was considered “successful” he was burning the candle at both ends. Not only that, but he realized that 97% of his business was reliant on referrals from a single lead source, putting his entire business at risk.

As we dig in, Wally’s going to teach you the exact system he developed to diversify his referral network, refine his systems, and scale from a solitary $40 million loan officer to a team that consistently closes $200M in loans.

Oh yah, Wally also only works 24 hrs per week and he takes a minimum of 20 weeks of vacation every single year. 

If you want to learn how he did it AND how you can apply a similar approach to your advisory firm, this episode is a must-listen! 

3 of the biggest insights from Wally Elibiary …

• Wally went from being a $40 million solo producer to building a team that closes $200+ million in loans annually. Hear how he went from one-man show to scaling his business – without sacrificing his freedom.

• Wally was only generating 3% of his business from his existing database. Listen to him share the strategy — and the technology — he used to boost that number to 37% by creating a referral network with CPAs, financial advisors, and attorneys. 

• For the last 9 years, Wally has read 50+ books per year. But he doesn’t just read the books, he takes action! Learn his framework for retaining and implementing lessons from the books you read so you can achieve success in every aspect of life. 

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