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

Today, I’m chatting with Triad Member Stephen Stricklin, who is the president and founder of Wise Wealth LLC, an independent, full-service wealth management firm.

As a former teacher, Stephen took his passion for educating others and adapted it to the financial services industry. His firm's motto, "First Wisdom, Then Wealth," says it all – they're focus is on helping clients achieve financial peace by teaching, not just selling stuff. 

In this episode, you’ll hear how Stephen shifted careers and built his own RIA from the ground up – including the major pivots he had to make in order to properly scale the business. 

What I love about Stephen’s story is his willingness to evolve and adapt. Even after building his firm for 15+ years, he had the humility to let go of what wasn’t working and completely restructure how he was building the business. 

3 of the biggest insights from Stephen Stricklin…

• How Stephen borrowed Dave Ramsey’s platform (and other people’s programs), to build an audience and business from scratch – and the importance of diversifying your marketing funnel to reduce the risk of your prospect pipeline drying up.

• Stephen had built a team that wasn’t aligned or moving together in the same direction. Find out how he completely restructured the company, built a collective vision, and created a business that could finally scale. 

• Learn to use Champagne Moments in your business to uncover your team’s personal and professional goals – so you can hold them accountable, help them succeed, and create meaningful experiences that they’ll never forget.  

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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

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

What's up, DBDL listeners! We have a special episode for you this week. As some of you may know, at the end of last year, we released the DBDL Top Triad Member Moments of 2023, a roundup of the best advice shared on the pod from our valued Triad members. 

The episode was so popular that we thought, why not do something similar for all the non-Triad guests who came on the show to share their incredible wisdom?

So, the team went back through our catalog of non-Triad interviews, pulled the best ideas, stories, and frameworks from the most downloaded episodes, and packaged them into 10 of the biggest takeaways. 

KEY TAKEAWAYS:

• The Clock Principle: Unlocking Higher Levels of Patience, Consideration, and Trust – Rener Gracie
• The Power of the One Page Financial Plan – Michael Kitces
• Guiding Clients Through Bold Leadership – Chris Smith
• The Key to Building a World-Class Business – Shawn Sparks
• Leveraging YouTube/Video Content to Grow Your Advisory Business – Dave Zoller
• How to Avoid Having New Hires Quit in the First 100 Days – Joey Coleman
• The “Compete & Retreat” Sales Talk Pushing Your Prospects Away – Simon Bowen
• Podcast Funnel and New Client Engagement Process – Taylor Shulte
• A 3-Step Framework for Rewiring Your Brain for Empowered Thinking – Michael Hyatt
• Tony Robbins 80/20 Mechanics and Mindset Model – Amy Porterfield

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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 ©️ 2023 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 Ann Hiatt, a Silicon Valley veteran with 15 years of experience as the Executive Business Partner for Jeff Bezos (Founder and CEO of Amazon), Marissa Mayer (former CEO of Yahoo!), and Chief of Staff to Eric Schmidt (CEO/Executive Chairman of Google).

Ann now consults with executives and companies across the globe to reverse engineer their moonshot goals and get results. She’s a sought-after international speaker and angel investor with a ton of wisdom on what it takes to succeed in business and life.

She’s also the author of Bet on Yourself: Recognize, Own, and Implement Breakthrough Opportunities, which outlines the daily habits and long-game strategies she learned working side-by-side for decades with the technology giants at Amazon, Google, and Yahoo.

3 of the biggest insights from Ann Hiatt …

• The most important business lessons Ann learned from working as Jeff Bezos’s Executive Business Partner for nearly 3 years – and the story of how she almost killed him!

• The top characteristics of unicorn leaders like Elon Musk, Jeff Bezos, Travis Kalanick, Eric Schmidt, and more – and the Goldilocks methodology for avoiding being too "hot" or "cold" and too "hard" or "soft" in any of these categories.

• Discover how the philosophy “fall in love with the problem, not the solution” allows Google to unlock exponential growth and stay at the forefront of technology. 

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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

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

What's up DBDL Fam and Happy New Year! This week, we’re shaking things up! After 40+ interviews with leading experts, entrepreneurs, and game changers in the financial world, I wanted to round up the best advice shared on the pod, and deliver it straight to your ear drums. I got the team to go back through the archives and pull the most meaningful and top downloaded Do Business and Do Life moments from 2023. 

We were fortunate enough to feature so many amazing guests that have truly impacted the way we do business and life! What better way to start off the year than to share those gold nuggets with our DBDL community, all in one easy-to-digest episode!

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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 ©️ 2023 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 joined by Triad Member Victor Medina, the founder of both Medina Law Group and Palante Wealth Advisors.

If you’re interested in cracking the advisor-attorney referral code — today’s episode is for you. 

After years as an estate planning attorney, Victor realized he could better serve his clients if he was also able to address their wealth management needs. In 2014, he launched his own RIA, creating a holistic practice that allows him to better follow his north star — helping people lead a great retirement knowing the best is yet to come.

3 of the biggest insights from Victor Medina …

• With experience on both sides of the advisor-attorney relationship, Victor shares the 2 paths advisors can take to build exclusive referral partnerships with attorneys.

• How implementing a holistic planning approach helped Victor skyrocket his prospect conversion rates to 70%.

• Tips and strategies for keeping your team and your actions aligned with your long-term purpose as you scale.

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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 ©️ 2023 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 Jamie Hopkins, the Director of Private Wealth Management at Bryn Mawr Trust and a leading voice in the retirement income planning space.

As the co-creator of the RICP designation, Jamie helped reshape how retirement income planning was being taught – filling a much needed gap in our industry and resulting in a complete shift in how advisors help clients secure their financial futures.

In this episode, Jamie shares his motivations for getting into financial services and a ton of advice for advisors who want to build a winning practice that stays relevant in a fast-paced digital world.

3 of the biggest insights from Jamie Hopkins…

• The story of how Jamie co-created the RICP program, which more than 20k advisors have gone through. This certification redefined retirement income planning for financial services and has led to better retirement advice for millions of Americans.

• Are you really offering comprehensive planning? Jamie explains many advisors don’t, but claim they do. He then shares advice for how you can limit your scope of services without losing your clients to competitors who offer holistic planning. 

• As AI and technology continue to sweep the financial advisory space, Jamie shares ways advisors can prepare their practice to thrive in the future. 

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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 speaking with Matt Middleton, the CEO of Advisor Circle – a venture studio and incubator that’s modernizing the wealth management industry and inspiring the leaders of today to think and act differently.

Our industry doesn’t need to be dull, boring, and traditional. It can be more creative, more impactful, more innovative, and more fun. And Advisor Circle is building products that are leading the charge.

The products they spin out of their studio come in different forms, including conferences, festivals, software applications, and media experiences. What unites them is vision: That when you connect the most innovative financial services companies with forward-thinking financial professionals, good things happen.

4 of the biggest insights from Matt Middleton …

• How Advisor Circle built its signature event Future Proof into the world’s biggest event for independent financial advisors.

• 3 tips for turning your next client engagement from a run-of-the-mill event into an impactful experience.

• How to adopt Advisor Circle’s frictionless system to facilitate one-on-one meetings between mutually interested event sponsors and advisors.

• It can be hard to differentiate from the advisor next door. Take Matt’s tips for using data to stand out from the crowd by creating a more unique offer, brand, and business.  

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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 joined by Taylor Schulte, a financial planner, author, speaker, and Founder of Define Financial. He’s also the host of two financial podcasts, including the Stay Wealthy Retirement Show, and Experiments in Advisor Marketing.

For advisors with a podcast OR for those who have thought about starting one, Taylor is proof that it can be a valuable asset to your business. Not only have his shows racked up more than 2 million downloads, but they’ve driven an estimated 98% of new revenue for his firm. His podcasts also have allowed him to expand geographically, with more than 50% of his clients connecting via Zoom.

3 of the biggest insights from Taylor Schulte …

• Taylor’s podcasting playbook, including how to define your niche and turn listeners into paid clients.

• Why getting hyper-specific on your ideal audience allows you to expand your geographic reach and become more selective when choosing new clients.

• A step-by-step framework for how Taylor onboards new clients – including the client engagement standards + advisory agreement he gets every client to review and sign that sets expectations, protects his time, and creates the ultimate client experience.

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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 ©️ 2023 Triad Partners. All rights reserved. TP11233252252

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 Triad Member, Wayne Wagner. Wayne is the president of Vizionary Wealth Management, a firm that’s focused on building legacies for pharmaceutical executives.

In this episode, Wayne shares his story of scaling a financial advisory business that’s highly specialized – and how carving out a niche allowed him to add enormous value to his clients lives and differentiate himself among the competition. 

3 of the biggest insights from Wayne Wagner …

• The Law of the Lid and how weak leadership can limit success – not only for you, but for any member on your team.

• How to identify niche markets as a financial advisor, so you can differentiate yourself among the competition – and how this makes it tougher for AI to steal your job!

• In business, your differences are your strengths. Learn how to build and empower a high-performing team that compliments one another.

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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 ©️ 2023 Triad Partners. All rights reserved. TP11233252252

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

What’s up DBDL Fam! We’ve got an extra special episode lined up for you today.

I was recently asked to guest host on the Front Row Dads podcast. In case you’re unfamiliar, Front Row Dads was started by Jon Vroman – it’s a membership group and podcast created for fathers who want to level up their Dad game and put family first. As Jon describes it, it’s a group for Family Men With Businesses, Not Businessmen With Families. This group has by far had the biggest impact on how I show up for my family – so if anyone’s interested in learning more about that group, definitely go check them out.

Not only did I get to take over the Front Row Dads podcast for an episode, but I got to decide who I was going to interview. I chose someone who I greatly admire when it comes to both business and family – the one and only, Michael Hyatt, who is a NYT bestselling author and the founder of Full Focus.

3 of the biggest insights from Michael Hyatt …

• Why you don’t have to sacrifice family in order to succeed in business – you can have both!  

• How Michael maps out his schedule, including planning date nights with his 5 daughters.

• The story of when Michael’s wife told him that despite his incredible success, she felt like a single mom – a moment that completely shifted how he shows up as a husband and father. 

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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.

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