『Do Business. Do Life. — The Financial Advisor Podcast — DBDL』のカバーアート

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

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

著者： Brad Johnson
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概要

"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/

© 2025 Bradley Johnson マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • 156: Solo - Why Your Advisory Firm Can’t Scale (And the Role That Fixes It)

    156: Solo - Why Your Advisory Firm Can’t Scale (And the Role That Fixes It)
    2026/02/18
    I’ve been working with advisors for many years, and I’ve seen this pattern play out over and over again. Advisors get to a point where their marketing and selling are on point, but as they start to scale, that growth has a way of exposing cracks in the foundation.In this episode, I’m breaking down the most overlooked role inside growing advisory firms: operations. I’ll explain why most advisors procrastinate on developing their ops department, how the best operations leaders evolve as you scale, and why doing more of what worked early on as a small team eventually stops working.If you’ve ever left the office at the end of the day thinking, " Why does this business feel like a prison,” this episode will give you the framework to step out of the chaos, create leverage, and build a firm that fulfills the promises you make—without having everything in the business flow across your desk.3 of the biggest insights from Brad Johnson…#1.) Operations Is the Missing Role in Most Growing FirmsMost advisors don’t hit a growth ceiling because of marketing or sales. They stall because the execution of their operations stops working. Without a clear operations leader, the founder becomes the bottleneck and the team gets stuck.#2.) Ops Is Not a Side Project—It Evolves as You ScaleWhat worked as a team of five eventually breaks at fifteen, forty, or seventy-five. Your operations must evolve from task-based delegation into true responsibility, structure, and division leadership as firms grow.#3.) Great Operations Drive Referrals Better Than Any SystemThe most referral-rich firms don’t rely on scripts or programs. They remove friction, create remarkable client experiences, and let execution do the selling.SHOW NOTEShttps://bradleyjohnson.com/156FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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. 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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    18 分
  • 155: Solo - How I'd Approach Marketing as a Financial Advisor (If I Could Start Over)

    155: Solo - How I'd Approach Marketing as a Financial Advisor (If I Could Start Over)
    2026/02/11

    I’ve worked with hundreds of top financial advisors over the years, and I keep seeing the same problem show up in different ways: incredibly talented advisors with empty calendars.

    The issue usually isn’t effort. It’s how marketing decisions are made. Too often, advisors run their marketing on emotion instead of math.

    In this episode, I break down the exact marketing framework I’ve shared with some of the fastest-growing firms in the country. We walk through how to evaluate marketing like an investment, not an expense. Why ROI and high frequency matters. And how shifting from one-to-one to one-to-many marketing creates leverage that allows you to scale beyond yourself.

    If you want a calendar that stays full without grinding harder, this episode gives you the mental model to build it intentionally—and scale it sustainably.


    3 of the biggest insights from Brad Johnson…


    #1.) Marketing Must Be Driven by Math, Not Emotion

    Advisors often abandon proven strategies after one bad experience. When you understand the true numbers behind your funnels, you stop guessing and start investing with confidence.


    #2.) Frequency Is Just as Important as ROI

    A high-ROI strategy that runs only a few times per year can’t scale your business alone. The best growth comes from balancing return and how often you can turn the volume up.


    #3.) One-to-Many Is the Ultimate Growth Lever

    The most scalable advisory firms don’t rely on one-to-one outreach. They use seminars, events, and content to serve many people at once—without sacrificing quality.


    SHOW NOTES

    https://bradleyjohnson.com/155


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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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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.

    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.


    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    26 分
  • 154: Duncan MacPherson - How to Build a Referable Business Without Chasing Clients

    154: Duncan MacPherson - How to Build a Referable Business Without Chasing Clients
    2026/02/04
    Every advisor wants more referrals, but very few have built a business that consistently earns them.In this conversation, I sat down with Duncan MacPherson to unpack what actually makes an advisory firm referable. Duncan is the founder of Pareto Systems and one of the most respected coaches in financial services, with nearly 30 years spent working alongside top advisory firms. He explains why the advisors who scale fastest stop pitching products, start positioning a clear planning process, and build businesses that get found instead of chased.3 of the biggest insights from Duncan MacPherson…#1.) Advisors Don’t Need More Referrals, They Need to Be ReferableMost advisors focus on asking for referrals, but Duncan explains why that actually creates friction. The real breakthrough happens when clients clearly understand (and can easily explain) what makes your process different. #2.) The Best Advisors Don’t Sell Products, They Position Their ProcessThe biggest shift in financial services isn’t technology, it’s philosophy. The most successful advisors have moved on from pitching products by effectively using branding and clearly articulating a proprietary process, creating deeper engagement, stronger loyalty, and a business that scales without becoming more complicated.#3.) A Business That Depends on You Is a Business That Limits YouOne of the clearest signals of a healthy business is whether it can operate without the founder’s constant presence. Duncan explains why documenting intellectual property, empowering teams, and depersonalizing the business isn’t about ego—it’s about freedom, sustainability, and enterprise value. SHOW NOTEShttps://bradleyjohnson.com/154FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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. 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. TP02255163072See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    1 時間
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