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

  • 著者： Brad Johnson
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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
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あらすじ・解説

"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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エピソード
  • 113: Andrew Woodward - How Buying a Pro Sports Team Actually Works

    113: Andrew Woodward - How Buying a Pro Sports Team Actually Works
    2025/04/23
    In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion.That’s not luck, it’s strategy!But how do these deals actually happen? Who’s behind them? And why are pro sports teams becoming the ultimate alternative investment?In this episode, I’m talking with Andrew Woodward—former right-hand to Leigh Steinberg, the real-life inspiration behind Jerry Maguire—to explore one of the most exclusive asset classes on the planet: professional sports teams.Andrew is now a key figure at Game Plan, an investment bank that helps broker deals for NFL, NBA, MLB, and NHL franchises. And in this conversation, he reveals how these deals are sourced, why valuations keep exploding, and what advisors can learn from it all.From ownership structures and revenue streams to the rise of private equity in sports, this episode pulls back the curtain on how billion-dollar teams really get bought and sold. The biggest insights from Andrew Woodward …1.) How NFL Agents Earn Trust (and Referrals) for LifeLeigh Steinberg didn’t become the inspiration for Jerry Maguire by luck. Andrew shares the relationship-building playbook he learned from Leigh—and how trust, not tactics, is what lands high-profile clients. 2.) Why Pro Sports Teams Are the Ultimate Alt InvestmentThese assets aren’t just trophies, they’re smart plays in a scarce, high-demand market. Andrew explains the drivers behind skyrocketing team valuations and what makes them so appealing to sophisticated investors. 3.) The Revenue Streams Behind Billion-Dollar TeamsFrom ticketing and sponsorships to media rights and real estate, today’s franchises generate income across multiple verticals. Andrew breaks down how these revenue engines work—and what advisors can learn from the way pro teams diversify and scale. 4.) How Private Equity Is Opening the DoorWith team valuations on the rise, leagues are embracing private equity in new ways. Andrew unpacks how this shift is creating more access points for investors.SHOW NOTEShttps://bradleyjohnson.com/113FOLLOW 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. 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. TP04254372644See 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 14 分
  • 112: Nico Pesci - From Solo Advisor to CEO

    112: Nico Pesci - From Solo Advisor to CEO
    2025/04/16
    What if your best year in business was also your breaking point?That’s exactly where Nico Pesci found himself in 2021. His practice was booming, but between 50+ client meetings a week, late-night emails, and missed time with family, the cost was high. He was burning out. Fast.In today’s conversation, Nico opens up about the wake-up call that made him rethink everything—and how he rebuilt a business he could scale without sacrificing himself in the process.You’ll hear how he went from running Pesci Financial as a solo advisor to launching Momentum Wealth, a firm grounded in purpose, systems, and team. We talk about how he shifted from selling products to helping clients design a retirement they actually want, the mindset shifts that helped him let go of control, and how the death of a close friend reminded him what really matters.This was a great conversation that will challenge you to pause, reflect, and ask: Am I building a business that’s actually worth it?5 of the biggest insights from Nico Pesci …1.) What 50+ Meetings a Week Really Cost HimNico opens up about the burnout that came after his biggest production year ever—and how hitting $75M in new assets became the wake-up call that forced him to redefine success.2.) Turning a Personal Brand into a Purpose-Driven FirmDiscover how Nico’s shift from Pesci Financial to Momentum Wealth marked more than a rebrand, it was a mindset transformation from ego-driven achievement to team-led legacy.3.) Why Hiring Felt Risky—But Paid Off BigScaling from 5 to 15 team members wasn’t easy. Nico shares how he overcame the common advisor fear of “I can’t afford to hire” and ended up with more time, more happiness, and more profit.4.) The Power of Slowing Down to Build Systems That ScaleLearn how slowing down to build internal processes became the key to accelerating growth—and why Nico believes systemizing is what separates sustainable success from lucky sprints.5.) Real-World Examples of How Advisors Can Use AIFrom onboarding to client communication, Nico reveals how his team is experimenting with AI to improve systems, reduce workload, and elevate the client journey in ways that scale.SHOW NOTEShttps://bradleyjohnson.com/112FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre 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.FOLLOW 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. 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. TP04254364012See 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 13 分
  • 111: Solo - 5 Hard Truths from 20 Years in Finance with Brad Johnson

    111: Solo - 5 Hard Truths from 20 Years in Finance with Brad Johnson
    2025/04/09
    Ten years ago, I thought success was all about the numbers — AUM, revenue, production, etc. But after two decades in the industry and thousands of conversations with advisors, I’ve seen behind the curtain.I’ve met advisors making millions who are secretly miserable… and others earning far less who are truly winning in every category that matters.In this short solo episode, I’m sharing the 5 hard truths I wish someone told me earlier — the same ones we now teach inside Triad. These are the lessons that helped me (and the advisors we coach) grow faster, lead better, and actually enjoy both the business and the life we’re building.5 Lessons to Succeed as a Financial Advisor …1.) Relationships Beat RevenueEarly on, I was chasing numbers — production, AUM, call volume. But the most fulfilled advisors aren’t chasing clients; they’re building real relationships. The kind that go beyond the portfolio and into family, values, and legacy. When you lead with service, the business takes care of itself.2.) Simplicity Sells. Complexity RepelsTop advisors take complex ideas and make them simple. Visuals, frameworks, and analogies aren’t gimmicks, they’re how you create clarity. And clarity builds trust. If a prospect doesn’t understand your value, they won’t pay for it. Clarity creates confidence3.) Growth Without Alignment = BurnoutYou can build a business that looks great from the outside and be miserable on the inside. I’ve seen it too many times. Growth only works if it aligns with your life. If your business doesn’t support your values, family, or well-being, it’s just a matter of time before burnout hits.4.) Proximity is PowerYou don’t need all the answers, but you do need the right people around you. I’ve seen entire businesses transform because an advisor got in the right room, asked the right questions, and stayed curious. Proximity accelerates growth. Don’t go it alone.5.) Advisors Are Leaders (Not Just Planners)Advisors aren’t just here to give advice. You’re here to lead. To guide families through fear, change, transitions, and uncertainty. If you only give advice, you inform. But when you lead with vision and empathy, you transform. That’s the difference between a commodity and a category of one.SHOW NOTEShttps://bradleyjohnson.com/111FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre 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.FOLLOW 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. 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. TP04254372578See 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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    16 分

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