Today, I’m talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM.

Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to over 700 inbound prospects who each had a minimum of $500,000 of investable assets.

In our conversation, James pulls back the curtain on the methods he used to build a leading YouTube channel with over 110,000 subscribers, what his marketing funnel looks like, and how you can leverage YouTube in your own business to increase your audience rapidly.

3 of the biggest insights from James Conole …

• A step-by-step breakdown of the simple methods James uses to get millions of eyeballs on his content and generate a consistent stream of warm leads in the process.

• Why YouTube pays James $120,000 a year to market and grow his business, and how you can start creating your own money-making content today.

• How James’ simple yet effective marketing funnel converted prospects into net new assets of roughly $130 million in 2023 using a system like nothing I’ve ever seen before.

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Today's Gift: 30-minute “Ask me anything” YouTube webinar with James

To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "62" 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, LLC. All rights reserved.

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This week, I’m talking with Jeffrey Shaw, who is an entrepreneur, business coach, and one of the most preeminent portrait photographers in the United States. His portraits have appeared on The Oprah Show, CBS News, in People and O Magazine, and even hang on the walls of Harvard University.

His unique style made him the go-to photographer for renowned figures like supermodel Stephanie Seymour, news anchors Jim Nantz and David Bloom, sports icons like Tom Seaver and Pat Riley, among many more.

What’s interesting about Jeffrey’s story is how he built his brand and carved out a niche serving the ultra-affluent – and while he’s in a completely different industry, there’s so many great parallels for advisors who want to build a brand and business that stands out and gets the attention it deserves.

3 of the biggest insights from Jeffrey Shaw …

• How closely studying his ideal clients early on allowed Jeffrey to build his brand to be so in demand that he was able to maintain an eight-week waiting list for 15 years straight.

• How to find your ideal clients, understand what makes them tick, and tailor your marketing to meet their needs, so you can serve them at the highest level.

• How to improve customer perceived value AND create a frictionless client experience so you can increase demand, build loyalty, and charge higher prices!

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Today's Gift: Get a free copy of Jeffrey's book, "LINGO: Discover Your Ideal Customer's Secret Language and Make Your Business Irresistible" [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 "61" 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/61

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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.

Today, I’m sitting down with Triad Members Mike and Jess Panico, the husband-and-wife founders of Arcadia Financial. Mike and Jess are living proof that you can have success in our industry at a young age — and they’ll tell you exactly how they did it.

After taking the leap to start a practice in their 20s, Mike and Jess have quickly grown Arcadia Financial. In 2023, they brought in ~$90 million in total assets, and are on pace to exceed $100 million in 2024.

Their secret? Mike and Jess have managed to stand out through unique branding, building their practice around the tagline, “Live Like Every Day Is Saturday”. As their brand grew their reputation, Mike and Jess also acquired a tax practice, helping ingrain themselves further into their clients’ lives.

This episode is packed with insights. Whether you’re looking to create a brand message that actually sticks out, considering an acquisition, or simply looking for some advice to manage rapid growth, Mike and Jess have you covered.

3 of the biggest insights from Mike and Jess Panico …

• How a shift to their brand messaging helped them better communicate their unique value to clients, lead authentically, and grow from $5M to $30M AUM in less than a year of making the change.

• Making the decision to acquire a tax practice so they could serve their clients at a higher level – and the challenges, growing pains, and long-term benefits that came with that decision.

• Mike and Jess make it a goal to take significant time off each summer to spend with their two sons. Hear how they’ve made that possible — and how being intentional with your goals can push you to achieve them.

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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/60

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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.

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