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  • 167: Adam Holt & Derek Notman - What Happens When Richard Branson Challenges You... And You Accept

    167: Adam Holt & Derek Notman - What Happens When Richard Branson Challenges You... And You Accept
    2026/05/06
    I’ve seen this pattern play out too many times… an advisor builds a successful business, hits their numbers, grows the firm, and somewhere along the way, things at home start to drift. Not because they don’t care, but because no one ever showed them how to win in both places at the same time.That’s what this conversation is really about. Derek Notman and Adam Holt set out to explore that exact challenge through a project called REBL Dads—a movement built around helping fathers become more intentional at home without sacrificing their ambition in business. What started as an idea turned into a mastermind on Necker Island with a group of entrepreneurial dads, and ultimately a challenge from Richard Branson: “How are you going to help more dads with this?”That question led to over 100 interviews with fathers (many from financial services) unpacking what it actually looks like to succeed in both business and life. In this episode, we break down what they learned, the patterns that showed up across those conversations, and how you can start applying those lessons right now so success at work doesn’t come at the expense of everything else that matters.3 of the biggest insights from Adam Holt & Derek Notman…#1.) Success at Work Doesn’t Guarantee Success at HomeA lot of advisors are winning professionally but quietly losing where it matters most. This episode exposes the real cost of that tradeoff—and why ignoring it only makes it worse over time.#2.) Intentional Presence Is the Skill Most Advisors Never LearnBeing “around” your family isn’t the same as being present. The most consistent theme across 100+ interviews was how intentionality—not time—drives real connection.#3.) You Don’t Need More Time, You Need Better SystemsFrom calendar discipline to environment design, the dads who got this right didn’t rely on willpower. They built systems that made showing up at home automatic. FREE GIFTGet a Free Copy of Derek Notman and Adam Holt book, REBL Dad: https://bradleyjohnson.com/167SHOW NOTEShttps://bradleyjohnson.com/167FOLLOW 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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    59 分
  • 166: Jimmy Rollins - The Four Steps to Real Accountability (Most Skip All of Them)

    166: Jimmy Rollins - The Four Steps to Real Accountability (Most Skip All of Them)
    2026/04/29
    I’ve been coaching financial advisors for more than 20 years, and there’s one pattern I’ve seen far too often in our industry…The advisor who builds a successful business, wins the awards, looks like they’re crushing it from the outside, but behind the scenes, things at home start falling apart.At the core of it, there’s a gap between who you appear to be… and who you actually are.That’s exactly what my conversation with Jimmy Rollins is all about. Jimmy is a nationally recognized preacher and marriage coach who’s spent decades working with leaders on culture and leadership. He’s also lived through this himself when success at work started costing him his marriage.We talk about why so many high performers feel stuck, the difference between transparency, vulnerability, and real accountability, and what starts to happen when you avoid the internal work as a leader.Jimmy also breaks down the four steps to real freedom, why you’ll always be as sick as your secrets, and how the things you ignore internally eventually show up in your team, your relationships, and your life outside of work.5 of the biggest insights from Jimmy Rollins…#1.) Why Some Teams Never ThriveA lot of advisors think their team isn’t performing because of talent or systems. Jimmy flips that. When people on your team are struggling emotionally or personally, it shows up in how they work. The best firms don’t just build better teams, they develop healthier people.#2.) Freedom Comes From Having Nothing To HideMost high performers are chasing success, but still feel stuck or under pressure. Jimmy breaks down the four steps (transparency, vulnerability, accountability, and intimacy) and why real freedom as a leader comes when you stop managing perception and start living with nothing to hide.#3.) When Success At Work Was Costing Him His MarriageJimmy opens up about the breaking point in his marriage and the realization that his success in one area of life was creating damage in another, and what it took to turn things around.#4.) The Work Most Leaders Avoid Is The Work That Matters MostTop-performing advisors are great at building businesses—but many avoid the internal work required to lead well. Jimmy explains why self-awareness, emotional health, and confronting your blind spots are what actually determine how far your business (and life) can scale.#5.) How Advisors Can Open The Door To More DiversityJimmy breaks down why most firms stay the same—and how comfort, preference, and familiarity shape who you hire and connect with. Real diversity starts when leaders intentionally step outside those patterns.SHOW NOTEShttps://bradleyjohnson.com/166FOLLOW 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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    54 分
  • 165: Solo - The 3 Word Framework for Every 1st Appointment (Financial Advisor Training) with Brad Johnson

    165: Solo - The 3 Word Framework for Every 1st Appointment (Financial Advisor Training) with Brad Johnson
    2026/04/22

    Ever walked out of a first meeting thinking it went great, only to have the prospect disappear?

    I see this happen to really great advisors all the time. The conversation is professional, the planning process is solid, and the explanation makes perfect sense. But somewhere along the way, the energy in the room fades and the prospect never takes the next step.

    In this episode, I break down a simple shift that can completely change how your first appointments feel and how prospects respond. It’s a small adjustment in how you frame the conversation, but once you see it, you’ll start noticing it in almost every meeting.


    3 of the biggest insights from Brad…


    #1.) The “Is Trap” That Turns Advisors Into Commodities

    Many advisors unknowingly start their meetings by explaining tools, products, and process. The problem? That approach can quietly turn even great advisors into just another option.


    #2.) The Communication Gap That Loses Prospects

    Plenty of advisors have great planning processes, but struggle to explain them in simple language. When the explanation becomes too technical, prospects stop leaning in.


    #3.) The Simple Flip That Changes First Meetings

    When you shift the conversation toward what the plan actually means to the client’s life, the entire dynamic of the meeting changes, and prospects begin engaging at a much deeper level.


    SHOW NOTES

    https://bradleyjohnson.com/165


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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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    30 分
  • 164: Jon Acuff - The Most Expensive Fear in Financial Advising

    164: Jon Acuff - The Most Expensive Fear in Financial Advising
    2026/04/15
    If you’re a financial advisor, you see procrastination every day.People wait years before reaching out for financial help. Prospects say they’ll think about it. Clients agree with the plan but never quite get around to doing anything.So why does this happen?Today’s guest, New York Times bestselling author Jon Acuff, has spent years studying procrastination. In his new book, Procrastination Proof, he breaks down why people delay the decisions that matter most and introduces a simple framework for finally moving forward.It turns out procrastination has very little to do with time management or laziness. The real reason people get stuck is far more personal. And if you’re an advisor, understanding that psychology can completely change how you help clients move forward on some of the most important financial decisions of their lives.3 of the biggest insights from Jon…#1.) Procrastination Is the Most Expensive Fear You HavePutting things off doesn’t just delay progress—it quietly steals the only resource you can never get back: time. Jon explains why procrastination often hides behind fear and why recognizing that cost can change how you approach decisions.#2.) High Performers Get Stuck in Different WaysSome people get stuck dreaming. Others get trapped planning. Hustlers skip planning and charge into action, while analysts stay stuck reviewing mistakes. Understanding your tendency helps you fix the real bottleneck slowing you down.#3.) Advisors Help Clients Turn Dreams Into ActionClients rarely change because of spreadsheets or investment products. They change when they connect financial decisions to a meaningful vision of their future—memories, freedom, and experiences worth working toward.FREE GIFTGet a Free Copy of Jon Acuff's New book, Procrastination Proof: https://bradleyjohnson.com/164SHOW NOTEShttps://bradleyjohnson.com/164FOLLOW 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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    50 分
  • 163: Sabrina Brown & Grace Suchy - Why Most Financial Advisor Firms Can’t Escape the Chaos

    163: Sabrina Brown & Grace Suchy - Why Most Financial Advisor Firms Can’t Escape the Chaos
    2026/04/08
    Financial advisor firms rarely stall from a lack of effort. More often, growth breaks down when founders are trying to do everything themselves.But the difference between burnout and scale often starts with building the right team.In this conversation, I sat down with Sabrina Brown and Grace Suchy, members of the Reliance Financial Partners team (live from Triad’s Scale Summit in Dallas). Sabrina was the firm's first employee back in 2012 when they were running nearly 90 seminar nights a year, helping build the operational backbone of the business. Grace joined the team more recently and has already brought in $27 million in assets, almost entirely from existing clients.Together, they share the lessons from that journey, and their approach to hiring A-players that helped the firm go from $30M to $150M in AUM in just two years.3 of the biggest insights from Sabrina Brown & Grace Suchy…#1.) Growth Gets Expensive When Chaos is the Operating SystemSabrina shares what it looked like to help build the business in the early years when everyone was doing everything. The firm grew, but so did the burnout. One of the biggest lessons from this episode is that what gets you through the early stage won’t necessarily get you to the next level, and staying in chaos too long comes with a real cost.#2.) Great Operators Don’t Just Execute, They Create ClarityOne of the most practical ideas in this conversation is Sabrina’s approach to managing visionary founders. Instead of reacting to every new idea, she learned to ask better questions, clarify priorities, and use phrases like “paint me a picture” to reduce confusion. That shift helped turn overwhelm into alignment.#3.) Client Retention Scales When the Handoff Is IntentionalGrace brings an important perspective to the conversation around service and retention. She explains why servicing clients well is just as important as bringing them in, and why firms can’t afford to treat client handoffs like an afterthought. If you want to scale without eroding trust, the baton has to be passed, not thrown.SHOW NOTEShttps://bradleyjohnson.com/163FOLLOW 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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    1 時間 20 分
  • 162: Jefferson Fisher - One Word That’s Destroying Client Trust

    162: Jefferson Fisher - One Word That’s Destroying Client Trust
    2026/04/01
    Across the table from every prospect is a hidden conversation—fear, insecurity, skepticism, or past experiences that shape how they hear everything you say.In this episode, I sit down with trial attorney, communication expert, and New York Times bestselling author Jefferson Fisher to unpack the subtle communication skills that determine whether clients trust you or shut down.Jefferson shares the same techniques he uses in courtrooms and high-stakes negotiations: how to recognize when someone is pulling away in a conversation, how to reduce tension instead of escalating it, and how a single word choice can change the direction of a meeting.We also get into the power of the pause, why arguments rarely lead to influence, and how slowing down your communication can instantly increase the perception of confidence and wisdom.If you’re an advisor who wants deeper trust with clients, stronger conversations, and more influence in every meeting, this episode is packed with practical insights you can start using immediately.3 of the biggest insights from Jefferson Fisher…#1.) There’s Always a “Hidden Conversation”Every client conversation has two layers: what’s being said, and what’s actually being felt. Jefferson explains that advisors who ignore the emotional layer—fear, insecurity, confusion—miss the real opportunity to connect and how to create an environment where clients feel safe enough to open up.#2.) The Words You Use Will Either Create Resistance or TrustSmall language shifts can completely change how a conversation feels. Replacing “but” with “and,” slowing down your delivery, and avoiding jargon can lower defensiveness instantly. The goal isn’t to sound smart, it’s to make the other person feel understood and comfortable.#3.) Master the Pause And You’ll Master the ConversationConfident communicators don’t rush to fill silence. Jefferson breaks down why slowing down your speech, allowing space in conversations, and letting silence work for you can instantly elevate authority and improve outcomes.SHOW NOTEShttps://bradleyjohnson.com/162FOLLOW 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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    56 分
  • 161: Phil Bray - Why Most Financial Advisor Marketing Fails (and What To Do Instead)

    161: Phil Bray - Why Most Financial Advisor Marketing Fails (and What To Do Instead)
    2026/03/25
    If you’ve ever felt like the marketing strategies you’re using are confusing, inconsistent, or just not working the way you expected, you’re not alone. Oftentimes advisors end up using the spaghetti on the wall approach with random tactics, increasing social media presence, or copying what other firms are doing without a clear strategy behind it. The result? Wasted time, wasted money, and a pipeline that never gets filled the way you hoped.In today’s episode, I’m speaking with Phil Bray, founder of the Yardstick Agency and one of the UK’s leading marketing experts for financial advisors. Phil began his career as a financial advisor before launching an award-winning marketing firm that now helps advisory businesses across the UK grow through smarter positioning, clearer messaging, and intentional marketing strategies.Phil shares tips and strategies to help advisors build a marketing system that consistently attracts the right clients. From niching down and building a referral engine to leveraging social proof, content, and AI, we explore how advisors can stand out in a crowded market and build a firm that grows intentionally, not accidentally.3 of the biggest insights from Phil Bray…#1.) The Riches Are in the NichesAdvisors who try to market to everyone often struggle to stand out. Phil explains that narrowing your focus—whether it’s dentists, executives, or a specific stage of retirement—makes marketing dramatically easier. When you become the go-to expert for a specific audience, referrals increase and messaging becomes far more powerful.#2.) Most Advisors Think About Marketing BackwardsOne of the biggest mistakes advisors make is jumping straight into tactics before defining their goals. Phil recommends starting with the end in mind, who you want to work with, what growth actually looks like, and then building your marketing plan around those targets.#3.) Referrals Work Best When You Train Clients How to ReferMany advisors hope referrals happen naturally, but Phil believes the best firms intentionally educate clients on who the best referral candidates are, when to introduce them, and how to do it. He emphasizes applying thoughtful appreciation like handwritten thank-you notes or personalized gifts that create a powerful referral engine.FREE GIFTGet Phil's 7-Step Workbook, designed to help financial advisors build online awareness: https://bradleyjohnson.com/161-phil-bray-workbook/SHOW NOTEShttps://bradleyjohnson.com/161FOLLOW 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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    1 時間 12 分
  • 160: Solo - The #1 Reason So Many Advisors Stay Stuck with Brad Johnson

    160: Solo - The #1 Reason So Many Advisors Stay Stuck with Brad Johnson
    2026/03/18
    If you’re the only advisor in your firm who can close deals, you don’t own a business, you own a job.And I see this happen all the time. Advisors think growth comes from more appointments and closing more deals. So they grind harder. They sell more. Their calendar is always full. But the moment they step away, revenue slows down. That’s not scale. That’s dependency.I break down the real shift you have to make: stop selling products and start selling a proprietary process. Because products can be shopped, a process can’t. And if you stay in the product game, you’re just another commodity.If you want revenue that doesn’t go on vacation when you do, this is where the shift begins.3 of the biggest insights from Brad Johnson…#1.) Products Can Be Shopped. A Process Cannot.If you’re selling annuities, asset management, or life insurance, you’re in a comparison game. When you package and own a proprietary process, you step out of commoditization and into differentiation.#2 .)Sales Is a Transfer of BeliefThe best advisors aren’t pitching spreadsheets. They’re transferring belief in why they exist, how they serve, and why it matters. If you don’t believe it deeply, your prospects won’t either.#3. )You Can’t Scale What You Can’t TransferIf your process lives in your head and depends on your personality, you don’t have a business, you have a bottleneck. A duplicatable, trainable sales process is what makes a firm scalable and ultimately sellable.Triad Sales LabStill the only one closing deals in your firm? We’ll help you build a sales system that doesn’t rely on you. Apply here: https://bradleyjohnson.com/160-triad-sales-lab/SHOW NOTEShttps://bradleyjohnson.com/160FOLLOW 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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    21 分