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

  • By: Brad Johnson
  • Podcast

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

By: Brad Johnson
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  • Summary

  • "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/

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Leadership Economics Personal Finance
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Episodes
  • 081: Solo - How Financial Advisors can Optimize their Calendar to Maximize Revenue and Freedom with Brad Johnson

    081: Solo - How Financial Advisors can Optimize their Calendar to Maximize Revenue and Freedom with Brad Johnson
    Sep 11 2024

    Today, I’m flying solo—no guest, just me on the mic. But I’m tackling a topic that could make or break your business: optimizing your calendar for maximum revenue and freedom.

    I’ll share real-world stories and frameworks that have helped countless financial advisors like you transition from solo players to true business owners. By the end of this episode, you’ll know exactly how to systematize your calendar, maximize your revenue-producing hours, and protect your personal life.

    If you’ve ever felt like your calendar is running you instead of the other way around, this episode is a must-listen.


    3 of the biggest insights from Brad Johnson …


    • The Swiss Cheese Calendar Problem: Why random, scattered meetings kill productivity and how to fix it by batching your appointments.


    • How to structure your week to focus on high-value, revenue-producing tasks and avoid burnout.


    • The importance of building boundaries by setting non-negotiables, like protecting weekends and family dinners, to maintain a healthy work-life balance.


    FREE GIFT + JOIN THE DBDL INSIDER CREW

    Today's Gift: 30 minute 1:1 coaching call with Brad

    Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.


    SHOW NOTES

    https://bradleyjohnson.com/81


    FOLLOW BRAD JOHNSON ON SOCIAL

    • Twitter
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    FOLLOW DBDL ON SOCIAL:

    • YouTube - Full Interviews
    • YouTube - Clips from the Show
    • Twitter
    • Instagram
    • LinkedIn
    • Facebook


    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. TP09243739571

    Copyright 2024 Triad Partners. All rights reserved.

    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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    43 mins
  • 080: Triad Member – Financial Advisor Team 10X Growth by Helping Clients Retire Fearlessly with The Nebens

    080: Triad Member – Financial Advisor Team 10X Growth by Helping Clients Retire Fearlessly with The Nebens
    Sep 4 2024
    Today, I’m talking with the family behind Unified Legacy Advisors (ULA)—a firm that has successfully scaled from $14 million to over $100 million in assets in just five years.Founded in 2019 and joining Triad in 2022, the Nebens are an incredible example of process-driven growth. Their clear brand manifesto focused on helping clients “Retire Fearlessly” has become the foundation of their business strategy and is pivotal to their success.In this conversation, we explore the key processes that have fueled ULA’s rapid growth, from intentional hiring practices to innovative sales and prospecting techniques. The Nebens’ nearly 10X growth is a testament to the effectiveness of these strategies, and today, they’re sharing the insights behind their journey.3 of the biggest insights from the Nebens …Why crafting a compelling brand manifesto like "Retire Fearlessly" is essential for exponential growth—and how it becomes the driving force behind everything you do, from client interactions to enhancing company culture and attracting top-tier talent.How to transform your book into a powerful lead-generation tool that educates clients, markets your services, and drives referrals—particularly from high-net-worth individuals.A simple yet effective tactic every advisor can use in the first meeting to qualify prospects more efficiently, ensuring your team spends time building plans for the right clients.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 call with BradTo get access to today's free 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 NOTEShttps://bradleyjohnson.com/80FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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. TP08243739568See 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 hr and 21 mins
  • 079: Bentley Caldwell - How to Dress for Success as a Financial Advisor

    079: Bentley Caldwell - How to Dress for Success as a Financial Advisor
    Aug 28 2024
    Today, I’m talking to Nashville’s #1 men’s stylist, Bentley Caldwell, all about what financial advisors should be thinking about when it comes to their wardrobe. Financial advising is a trust-based business, and clients need to feel confident in your ability to manage their finances. That’s why what you wear matters.How you dress and present yourself shapes how prospects and clients perceive you. It says a lot about your personality, the quality of your work, your attention to detail, and so much more. Not only that, but first impressions stick. Before you even say a word, potential clients are sizing you up based on your appearance, so it’s critical to know what to wear – and what NOT to wear!That’s why I wanted to bring Bentley on the show. He’s an expert at helping entrepreneurs take their image and confidence to the next level. In fact, he’s Michael Hyatt’s stylist – and if you know Michael, you know that’s saying a lot. Dressing nice may seem obvious, but knowing what to wear, how to wear it, and where to buy it, can quickly become overwhelming. In this episode, we dive deep into the intentional details that make a lasting impression with clients, actionable steps to elevate your wardrobe, and some of Bentley’s best advice for developing an authentic style that you can wear with confidence. 3 of the biggest insights from Bentley Caldwell …The psychology behind dressing for success and how elevating your wardrobe can boost your confidence and make you more relatable to high-end clientsWhy sticking to timeless, professional styles is more impactful than chasing fleeting trends – and simple style hacks that every advisor can useThe power of discovering your personal style and why spending on quality pieces that fit well is a long-term investment in your personal and professional success.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get 10% Off of Bentley's Standard Styling PackageTo get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "79" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/79FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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. TP08243739562Copyright 2024 Triad Partners. All rights reserved.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 hr and 7 mins

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