『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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"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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  • 178: Quin Kilgore – AI Is Changing the Advisor Tech Stack Forever

    178: Quin Kilgore – AI Is Changing the Advisor Tech Stack Forever
    2026/07/22
    Financial advisors are being pitched new AI tools almost every day.The promise is simple: more automation, better client service, and fewer hours buried in administrative work.But adding AI to a fragmented technology stack doesn’t automatically make your business smarter. If your client data is incomplete, trapped inside disconnected systems, or flowing through tools you haven’t properly vetted, AI may amplify the problems you already have.Today, I’m talking with Triad’s Chief Technology Officer, Quin Kilgore, to explore why the next era of advisor technology won’t be won by the firm with the most software.We discuss why the tools that helped build your firm may not be the tools that carry it forward, where convenience can create hidden compliance risks, and how AI could reshape everything from marketing attribution and advisor coaching to client events and everyday operations.3 Insights From This Week’s Episode…#1.) The Hidden Risk Beneath Every AI Tool Advisors tend to focus on what a new AI tool can do. But the bigger risk may be hiding in incomplete client records, fragmented systems, and unclear data policies. We explore why AI adoption can make weaknesses in your firm’s foundation much harder to ignore.#2.) Why Today’s Tech Stack May Become Tomorrow’s BottleneckFor years, advisory firms built their businesses around software that was expensive to customize and painful to replace. Quin explains how quickly that equation is changing, and why advisors may need to reconsider what a “core” technology system even looks like.#3.) The Client Intelligence Advisors Are Leaving BehindYour client conversations contain far more valuable information than a traditional fact finder can capture. We explore what becomes possible when that information can be organized, understood, and used throughout the firm.INTERESTED IN TRIAD'S AI MASTERMIND?Triad’s AI Advisor Lab, led personally by Michael Hyatt, is built for financial advisors who want to cut through the hype, apply AI more effectively, and stay ahead as the industry evolves. Apply here to see if the mastermind is the right fit for your firm: https://bradleyjohnson.com/178-ai-advisor-labSHOW NOTEShttps://bradleyjohnson.com/178FOLLOW 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. TP07265629240See 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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  • 177: DJ DiDonna – How to Take a Sabbatical without Breaking Your Business

    177: DJ DiDonna – How to Take a Sabbatical without Breaking Your Business
    2026/07/15
    Here's a question most advisors can't answer honestly: if you stepped away from your business for a couple of months for more than a vacation, would it survive? For many founders, the answer is no. And that's a bigger problem than it sounds. Not just for you, but for your team, your clients, and the long-term value of your firm.Today, I’m talking with DJ DiDonna, founder of The Sabbatical Project and author of Big Time Off, to talk about why sabbaticals are more than extended vacations. For advisors, they can become the ultimate stress test for the firm, the team, the client experience, and the life you’re supposedly building toward.We get into why burnout can show up even after you’ve built the “dream job,” why a business that depends entirely on you may be more fragile than it looks, and why waiting until retirement to finally live the life you’ve earned is a risky bet.If you’ve ever wondered whether your business is giving you freedom or quietly taking it away, this conversation will hit close to home.3 Insights From This Week’s Episode…#1.) The Freedom Test Most Advisors AvoidMany advisors say they’re building freedom, but their calendar, client model, and team structure make that freedom nearly impossible. We explore what your ability to step away may reveal about whether you’ve built a real company or just a more sophisticated version of a job.#2.) Why Burnout Can Hit After You WinBurnout doesn’t always come from failure. Sometimes it shows up after you’ve built the business you thought you wanted. DJ shares why that can be so disorienting and what advisors may be missing when they keep pushing through.#3.) The Fear That Keeps Owners From Offering Time Off"What if I create the exit door and my best people walk through it?" It's the first objection every owner raises, and DJ has actual data on what happens when companies make extended leave part of the deal. The numbers aren't what you'd expect.This Week's Free GiveTo Get a Free Copy of Big Time Off: The Transformative Power of Sabbaticals and How to Take One, visit https://bradleyjohnson.com/177SHOW NOTEShttps://bradleyjohnson.com/177FOLLOW 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. TP07265629233See 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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  • 176: Tricia Sciortino - How To Hire An Assistant Who Actually Buys Back Your Time

    176: Tricia Sciortino - How To Hire An Assistant Who Actually Buys Back Your Time
    2026/07/08
    SPONSORED BY BELAYIf you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdlA lot of financial advisors say they want more growth, more freedom, and more time with their family. But their calendar tells a different story.They’re still answering every email, booking every flight, handling every follow-up, managing every client detail, and trying to squeeze high-value work into whatever time is left.The problem is that the work that feels “small” rarely stays small. It compounds. And before long, the advisor who wants to scale the business is spending too much time doing the work that keeps them stuck.Today, I’m talking with Tricia Sciortino, CEO of Belay, about the role most advisors wait too long to hire for, why the right assistant can become a true force multiplier, and how leaders accidentally create the very bottlenecks they’re trying to escape.We also dig into why delegation is harder than most people admit, what separates a great assistant from a basic task-taker, and how the best leaders create the trust, clarity, and systems that allow someone else to help them operate at a higher level.3 Insights From This Week’s Episode…#1.) The Calendar Problem Hiding In Plain SightMany advisors think their calendar issues are just part of running a growing firm. But Tricia and I explore why calendar chaos is often a symptom of a deeper leadership problem, and what it may be costing your business and life.#2.) Why Doing It Yourself Quietly Caps GrowthThere are tasks that feel easier to handle yourself in the moment, but those small decisions can slowly become the ceiling on your firm. We talk about why leaders stay stuck doing low-value work and how that affects everything else.#3.) The Back-End Flywheel Most Advisors MissGrowth is not just about more marketing and more appointments. We discuss why the service experience after the sale can become one of the biggest drivers of retention, referrals, and long-term scale.SHOW NOTEShttps://bradleyjohnson.com/176FOLLOW 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. TP06265629217See 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 2 分
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