• 098: Dr. Henry Cloud - Today May Be the Enemy of Your Tomorrow
    2025/01/08
    What if the very thing that got you here is the one thing holding you back?As financial advisors, it’s easy to cling to familiar clients, strategies, or routines—but what happens when those very things start to cap your growth? Today on the pod, I’m talking with Dr. Henry Cloud—bestselling author, acclaimed leadership consultant, and a leading expert in the psychology of success and human performance.He’s here to help you identify the habits, mindsets, and decisions that are keeping you stuck—and show you how to break free, so you can create a business that blesses your life, not becomes your life.Henry hits on challenges every advisor is familiar with—things like saying no to clients that aren’t a good fit (regardless of how much revenue they drive), letting go of outdated strategies that no longer align with your goals, and building the confidence to step away from what’s comfortable to create space for what’s possible.One of the things Henry said that really stuck with me is this: "Today might be the enemy of your tomorrow." It’s a powerful reminder that growth often means letting go of what worked in the past to make space for what will take you to the next level.3 of the biggest insights from Henry Cloud …#1.) Necessary Endings Propel Growth: Learn why letting go of what no longer serves you is a crucial step toward creating a better future—in both business and life.#2.) The Power of Saying No: Discover how saying no to misaligned clients, opportunities, or tasks creates the space for bigger, more meaningful growth.#3.) Don't Let Fear Make Your Decisions: Master the "ready, aim, fire" formula to confidently ensure every decision aligns with your long-term vision.SHOW NOTEShttps://bradleyjohnson.com/98FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Dr. Henry's book, "Boundaries" [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 "98" 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.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 6 分
  • 097: Solo - The First Thing I’d Do as a Financial Advisor (If I Could Start Over)
    2025/01/01
    If I had to start over as a financial advisor, what would I do differently?Today, I’m sharing the lessons I’ve learned from years of coaching the top 1% of financial advisors. Whether you’re just getting started or you’re already running a successful firm, this episode is packed with actionable steps to help you avoid the grind and build a business with intention.We’re going to cover how to create freedom in your business, maximize your time, and build the structure you need to scale. These aren’t just ideas—they’re proven strategies that can transform your practice and your life.3 of the biggest insights from the episode …#1.) Your Very First Hire Should Be: Let me just say it—if you don’t have someone managing your time, your calendar is running your life. I’ll break down why hiring an EA should be your first move, even if it’s just part-time or virtual. [link to an episode]#2.) Track the Right Metric: Most advisors focus on revenue or AUM, but here’s the truth: the most important number is how many first appointments are on your calendar. I’ll show you how to set up a consistent marketing funnel to make sure you never run out of prospects. [link to ideal calendar]#3.) Run Your Business Like a Business: I get it—it’s easy to stay in advisor mode. But if you want to scale and create freedom, you’ve got to start thinking like a CEO. I’ll share how to structure your team, define clear roles, and build a business that doesn’t fall apart when you take a vacation.SHOW NOTEShttps://bradleyjohnson.com/97FREE 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.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
  • 096: Triad Member - Scaling from $30M to $60M (Working 20hrs/Week) with Craig Sullivan & Bonnie Becker
    2024/12/25
    Have you ever thought, “Is it really possible to scale my business and work less at the same time?” If so, this episode is for you.Today, I’m chatting with Triad Members Craig Sullivan, founder of Sullivan Financial Partners, and Bonnie Becker, the firm’s director of operations. They’ve completely transformed their business, shifting from a founder-led model to a thriving, team-based operation.In just one year, they doubled their business—growing total new assets from $32M to $60M. Yes, part of that growth came through an acquisition, but what really blew me away was how they managed it all so effectively in such a short time.Craig and Bonnie share the practical strategies they used to empower their team, streamline operations, and map out their growth—all while building a fun, client-focused culture.And here’s the wildest part… Craig has scaled back to working just 20 hours a week.So, if you’re feeling stuck in the “business of one” phase and want to create more freedom in your schedule without sacrificing success, don’t miss today’s episode. 3 of the biggest insights from Craig Sullivan and Bonnie Becker …#1.) Operational Breakthroughs for Exponential Growth: Learn how Sullivan Financial Partners DOUBLED total new assets in just one year despite scaling back on seminars – largely due to operational efficiency!#2.) Transforming from Founder-Led to Team-Led: Discover key strategies for shifting away from a founder-centric model, including empowering team members, holding effective meetings, and building a collaborative culture.#3.) Plan Your Org Chart to Plan Your Freedom: See how mapping your org chart in advance prevents chaos, smooths scaling, and allows founders to step back—like Craig, who now works just 20–25 hours a week while his business thrives.FREE 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.SHOW NOTEShttps://bradleyjohnson.com/96FOLLOW 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.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
  • 095: Ken Coleman - Unlock Your Full Potential by Doing the Work You Were Wired to Do
    2024/12/18
    What if the biggest obstacle standing in your way of success was you?Ken Coleman, bestselling author, host of The Ken Coleman Show, and co-host of the nationally syndicated Ramsey Show, reveals how to silence self-doubt and trust your heart to unlock your full potential.In this episode, Ken unpacks his powerful “three wire” cheat code for success—Talent, Passion, and Mission—that has helped countless people discover their true calling and thrive in both work and life.Drawing from lessons learned alongside leadership legends like John Maxwell and Dave Ramsey, Ken also shares practical strategies for scaling your business, hiring all-star talent, and building a life of purpose.If fear and doubt are holding you back, Ken’s insights will inspire you to quiet your inner critic, trust your instincts, and step boldly into the work you were wired to do.3 of the biggest insights from Ken Coleman …#1.) Shut Off Your Brain, Trust Your Heart: The brain can sabotage your dreams by amplifying fear. Learn how to silence your doubts, listen to your heart, and identify your true purpose.#2.) Lead Like a Legend: Grow from a solopreneur into a true leader with lessons Ken learned from legends like John Maxwell and Dave Ramsey on transferring trust, scaling your team, and hiring all-star talent.#3.) Do the Work You Were Wired to Do: Understand the three “wires” every human shares—Talent, Passion, and Mission—and how you can use this cheat code to unlock personal and professional success.SHOW NOTEShttps://bradleyjohnson.com/95FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Ken's book, "Find The Work You’re Wired to Do" [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 "95" 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. TP12244047751 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
  • 094: Dennis Moseley-Williams - The Secret to Building Lifelong Client Relationships
    2024/12/11
    Is it possible to create lifelong clients who are obsessed with your brand? Dennis Moseley-Williams says yes—but only if you stop selling products and start creating experiences that truly change your clients’ lives. As a thought leader in the Experience Economy and founder of DMW Strategic Consulting, Dennis has helped countless financial advisors stand out in a crowded market by moving beyond transactional relationships.Many advisors fall into the trap of cookie-cutter service models, leaving clients feeling like just another number. This “race to the bottom” commoditizes your work and makes it easy for clients to leave for someone offering a lower price.By emphasizing less marketing and more experiences, Dennis’s approach flips the script and will help you build a cult-like following with an unforgettable brand that truly transforms lives.3 of the biggest insights from Dennis Moseley-Williams …#1.) Sell Experiences, Not Services: Discover Dennis’ 6-step framework for designing transformative experiences that result in lifelong customers. #2.) Find Your Big Idea: Use this simple yet powerful prompt to uncover your big idea and avoid simply copying your competitors.#3.) Harness the Power of Rituals: Learn how intentional rituals, like those used by the Four Seasons, can foster client loyalty and belonging (PLUS a new ritual you should implement in your own practice immediately!).SHOW NOTEShttps://bradleyjohnson.com/94FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Dennis' book, "Serious Shift: How Experience Staging Can Save Your Practice" [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 "94" 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.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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    48 分
  • 093: Solo - Why Most Financial Advisors Are a Commodity (And What To Do About It)
    2024/12/04
    Have you ever wondered how McDonald’s turned a simple hamburger into the Big Mac—one of the most iconic products in the world? What made them so different from every other hamburger stand that existed? They didn’t just sell ingredients; they sold a process, a unique experience that only they could deliver.Most financial advisors fall into the same trap as the countless hamburger stands that never made it big. They focus on selling “ingredients” like annuities, ETFs, or asset managers. But when your offer looks and sounds just like the firm's down the block, how can clients tell the difference? McDonald’s thrived because they didn’t just sell hamburgers—they sold a Big Mac. And in the same way, the advisors who scale their businesses are the ones who package their expertise into a proprietary, one-of-a-kind process that clients can’t get anywhere else.In this episode, I’ll show you how to do the same for your advisory firm by turning your services into a proprietary, trademarked process that sets you apart in a crowded industry.3 Big Insights from This Episode:1.) Packaging Is Key: Stop listing “ingredients” like tax planning and investment management. Instead, create a proprietary, trademarked process that sets your firm apart and builds trust.2.) Speak Aspirationally, Not Informationally: Clients don’t care about Sharpe ratios or betas—they care about living their dream retirement. Learn to frame your services around the outcomes your clients actually want.3.) Simplify the Complex: Confused prospects never buy. Use clear, tangible demonstrations to take clients from overwhelmed to confident about their financial future.SHOW NOTEShttps://bradleyjohnson.com/93FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Process VS Product Coaching VideoWant to go even deeper on the topic of creating a proprietary process so you can stand out and scale? I'm sharing a video I recorded years ago, that gives bonus insights and case studies to model. If you want access, text the number "93" to 785-800-3235 and we’ll be sure to send you a link to the video. 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.TP1123960879See 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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    38 分
  • 092: Triad Member - From Stuck to Significance: How to 3x Growth Without Burning Out with Dana & Tyler Dunkelberger
    2024/11/27
    Can you scale your business at breakneck speed without sacrificing the service you provide or your quality of life? Triad members Dana and Tyler Dunkelberger from Reliance Financial Partners, have proven it’s possible.Their story is one many advisors will find relatable. Starting as a small team of six, they wore many hats and achieved impressive results, averaging $30M in new assets annually. But with growth came mounting stress, and they eventually hit a plateau. Fast forward to November 2024, they’re on pace for $90M in new assets.But it wasn’t always smooth sailing. Like many advisors, they found themselves stretched too thin—caught in the grind of endless seminars and meetings while struggling to scale sustainably. They were on the verge of total burnout and realized they’d become their own worst enemy.Their solution? A radical shift in mindset that prioritized leadership, strategic hiring, and streamlined processes. The result: 3x growth, happier clients and families, and a thriving business that allows them to truly do business, do life.3 of the biggest insights from Dana & Tyler Dunkelberger …1.) Unlock Growth Through Strategic Hiring: How hiring new staff and nearly tripling their team size has led to Dana and Tyler nearly TRIPLING their growth. 2.) The Secret to Scaling Without Burnout: Learn how redefining roles and implementing smarter systems helped them achieve exponential growth while preserving their time and energy.3.) Process Over Product: See how a simple shift to their approach boosted client outcomes and increased their average case size by 4x.SHOW NOTEShttps://bradleyjohnson.com/92FREE 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.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
  • 091: Ian Cron - The Fix: How Hidden Addictions Keep Financial Advisors Stuck
    2024/11/20
    In nearly two decades of working with some of the world’s top independent financial advisors, I’ve seen all kinds of hidden addictions—and, honestly, I’ve been guilty of a few myself. From the outside, it might look like everyone has it all together: polished, successful, in control. But beneath the surface, even the most disciplined and high-achieving people in this business are dealing with struggles we rarely acknowledge. And it's not always the obvious issues society labels as “addictions.” Oftentimes they’re subtle, often invisible patterns we fall into—patterns that can damage relationships, compromise health, and eventually eat away at our peace of mind.That’s why I wanted to invite Ian Cron on the show. He’s releasing a new book, The Fix, which takes a fresh and deeply compassionate look at these hidden habits. Ian points out that while most people think of addiction in terms of substances like drugs or alcohol, there’s a whole spectrum of “quick fixes” that quietly complicate our lives—things like overworking, people-pleasing, or constantly chasing achievement. These behaviors might not leave bottles stashed in desk drawers, but they can be just as damaging. Ian shares practical principles from his book that go beyond traditional ideas of addiction, offering guidance for anyone who wants to reclaim control, set healthier boundaries, and live a more intentional life.3 of the biggest insights from Ian Cron …1.) How to recognize hidden addictions—and why no one is immuneAddiction isn’t always obvious. Ian breaks down how even the most successful people can fall into patterns of overwork, people-pleasing, or constantly chasing success. Learn how to identify these hidden habits and take the first step toward breaking free.2.) The growing grip of technology addiction—on us and our kidsFrom endless scrolling to digital distractions, technology has quietly become one of the most pervasive addictions. Ian shares insights into how it affects not just adults but our children, and how to reclaim our focus and connection in a hyper-digital world.3.) A fresh, practical take on the 12-Steps for everyoneIan modernizes the timeless principles of the 12 Steps for recovery, making them accessible for anyone—not just those battling substance abuse. Discover how these steps can help you build healthier boundaries, reconnect with what matters, and create lasting change in your life.SHOW NOTEShttps://bradleyjohnson.com/91PRE-ORDER YOUR COPY OF "THE FIX" Go grab a copy of Ian’s book, The Fix: How the Twelve Steps Offer a Surprising Path of Transformation For the Well-adjusted, the Down-and-Out, and Everyone in Between. It officially comes out in January, but if you pre-order you’ll get immediate access to the first chapter.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.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 7 分