Episode 006: The art of building strong connections in the wealth management industry transcends the conventional boundaries of finance. Building better relationships entails a commitment to understanding the needs and aspirations of others. 

In this episode of Connected, we talk with Brad Johnson, Principal and Co-Founder of Triad Partners. Brad shares his insights on building better connections and the future of the insurance industry. He emphasizes the importance of putting others first and seeking to understand their needs. 

On the topic of insurance, we focus on the need for financial advisors to have a diverse toolbox of financial tools and connected technology to provide the best service to clients. Brad believes that there is a growing demand for insurance products, particularly among the aging baby boomer population.

Also, Brad talks about his podcast, Do Business. Do Life. The show is about helping financial advisors create unlimited growth and freedom in their life and business and do it faster than ever.

Join us as we discuss:

Key Takeaways

Quotes

"In business, if you start with the end in mind, whether it's a podcast, how do I serve the listener? Whether it's your business model, how do I serve the end client first? If you help enough other people get what they want, you'll get what you want in life." ~ Brad Johnson

"The core of connection is understanding first. You have to seek to understand." ~ Brad Johnson

"The more you know about people, the more you know what makes them tick, which means you can do special cool things to connect on a different level." ~ Brad Johnson

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