『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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  • 120: Triad Member – How to Help Clients Actually Live Their Retirement with Dylan Bond

    120: Triad Member – How to Help Clients Actually Live Their Retirement with Dylan Bond
    2025/06/11
    What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt?That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks.Despite undergoing major surgery, radiation, and months of recovery, Dylan’s firm gathered $25M in assets—outpacing the previous year on a pro rata basis. He shares the systems that made that possible, and the shift that helped him stop operating as a one-man show.More importantly, his experience reshaped how he advises clients—especially those who are financially set but emotionally stuck. Dylan unpacks the reason retirees struggle to spend without guilt, and why most people look back with one regret: “I wish I’d done more while I still could.”3 Big Insights from Dylan …#1.) A Business That Runs Without You Isn’t Optional—It’s a NecessityDylan’s battle with cancer revealed what most advisors don’t realize until it’s too late: If your business can’t grow without you, you don’t own a business, you own a job. Discover the systems, hires, and mindset shifts that allowed his firm to scale, even during the most challenging season of his life.#2.) Why Most Retirees Live Like They’re Broke (Even When They’re Not)Dylan reveals how fear and a lack of planning keeps wealthy retirees from spending money. He explains the simple mindset shift (and plan) that gives clients permission to enjoy their wealth—without guilt or anxiety.#3.) Seminars vs. Educational Events: What Actually Builds Trust?Dylan explains why he transitioned from pitch-heavy seminars to education-first events—and how that subtle shift from selling to teaching created instant trust, sparked better conversations, and led to stronger long-term relationships with prospects.SHOW NOTEShttps://bradleyjohnson.com/120FREE 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. TP06254535313See 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
  • 119: Brendan Frazier - Why Most Advisors Fail to Connect with Clients

    119: Brendan Frazier - Why Most Advisors Fail to Connect with Clients
    2025/06/04
    The best financial advisors aren’t just experts in finance, they’re experts in people.In this episode, I’m talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection.As an expert at helping advisors uncover the emotional drivers behind their clients’ financial decisions, Brendan explains why advice alone isn’t enough—and what top advisors do differently to drive action. From subtle mindset shifts that deepen trust to science-backed communication strategies that boost follow-through, Brendan shares the human-side skills that can help you become a more effective, empathetic, and influential advisor. 3 of the biggest insights from Brendan Frazier … #1.) Why Most Clients Don’t Follow Advice—And What You Can Do About ItBrendan shares what financial advisors can learn from how doctors treat patients—and why the way you deliver advice often matters more than the advice itself. #2.) The Hidden Skills That Make Clients Feel Truly UnderstoodBrendan unpacks the subtle (but powerful) skills that top advisors use to create trust and connection. You’ll learn how to reset between meetings, why repeating a client’s words is more powerful than praising them, and what neuroscience says about the hidden benefits of curiosity. #3.) The Most Revealing Question You Can Ask in a First AppointmentBrendan breaks down the psychology behind one deceptively simple question: “Why now?” You’ll hear how this question uncovers the real reason a client is sitting in your office—and how it sets the stage for both emotional connection and clear planning.SHOW NOTEShttps://bradleyjohnson.com/119FOLLOW 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. TP05254535317See 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 16 分
  • 118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days)

    118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days)
    2025/05/28
    What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business?Today’s guest has done exactly that—and he’s here to show you how.I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online communities. He’s the creator of Smart Passive Income, a top-rated podcast with over 47 million downloads. He’s also built multiple successful YouTube channels, each tapping into different niches and reaching millions.What really stood out to me about Pat is his willingness to try new things without fear of failure. He’s constantly experimenting, learning from what works (and what doesn’t), and sharing those insights openly with his audience.In this episode, he’s pulling back the curtain on how to build a successful YouTube channel—from creating content that instantly hooks viewers to using YouTube Shorts to skyrocket your reach. If you’ve ever thought about using YouTube to grow your financial firm, this conversation is packed with practical advice you can use. 4 of the biggest insights from Pat … #1.) Proven YouTube Strategies for Explosive GrowthDiscover the YouTube strategies Pat uses to drive massive growth—including how to master hooks, stand out in a crowded market, storytelling techniques, build loyal communities, leverage trending topics, and balance long-form videos with Shorts. #2.) From 0 to 2.5 Billion Views in 300 DaysPat reveals how he launched a Pokémon YouTube channel (without any experience in that niche) and scaled it from 0 to 2.5 billion views in just 300 days. His story is a masterclass in rapid experimentation, finding your niche, and doubling down on what works. #3.) Using Challenges to Drive Engagement and Attract ClientsPat revealed how to use online challenges to turn passive viewers into engaged followers. These challenges can become powerful case studies that showcase your expertise and attract new clients. #4.) Lean Learning: Achieve More by Learning LessInstead of trying to learn everything, Pat practices “Lean Learning,” focusing on one skill at a time until he masters it. This approach has helped him scale multiple businesses. Financial advisors can apply the same strategy—whether it’s building a YouTube channel, leveraging AI, or becoming a better leader—by going deep on one skill that drives real results.SHOW NOTEShttps://bradleyjohnson.com/118FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a signed copy of Pat’s book, "Lean Learning: How to Achieve More by Learning Less" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "118" to 785-800-3235. *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. TP05254485420See 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 1 分

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