4 episodes

“No man ever steps in the same river twice—for it’s not the same river and he’s not the same man.” – Heraclitus. 
 After spending a two-year hiatus flying under the radar, I’m back. And yes, for those who were wondering, I am alive. During this season, I’ve gotten uncomfortable and experienced more growth than I ever thought was possible.
For past listeners of my previous podcast, The Elite Advisor Blueprint®, thank you for giving me the platform to facilitate some of the most important conversations of my lifetime and the confidence to sacrifice everything in pursuit of something more.  
For those unfamiliar with my past show or personal journey in finance, this small-town Kansas farm kid has always been grateful for the opportunity I had to learn and work alongside some of the most successful advisors in the country over the past decade and a half. As Jim Rohn states, “You’re the average of the five people you surround yourself with”—and I’ve been fortunate to have been surrounded by the very best. Many of the principles I share have been shaped by these very advisors.  
As I reflect on my learnings to this point, one specifically stands out. The industry’s definition of “success” for financial advisors is completely broken — and it needs to evolve. Too often I've seen advisors sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success".  
This show is my attempt to help financial advisors create unlimited growth and freedom in their LIFE and their BUSINESS and do it faster than they ever thought possible. We call this #DBDL or "Doing Business. Doing Life." at Triad Partners.  
Welcome to the Do Business. Do Life. Podcast for Financial Advisors with Brad Johnson.
For more info, visit https://bradleyjohnson.com/

Do Business. Do Life. — a Podcast for World-Class Financial Advisors Brad Johnson

    • Business
    • 5.0 • 2 Ratings

“No man ever steps in the same river twice—for it’s not the same river and he’s not the same man.” – Heraclitus. 
 After spending a two-year hiatus flying under the radar, I’m back. And yes, for those who were wondering, I am alive. During this season, I’ve gotten uncomfortable and experienced more growth than I ever thought was possible.
For past listeners of my previous podcast, The Elite Advisor Blueprint®, thank you for giving me the platform to facilitate some of the most important conversations of my lifetime and the confidence to sacrifice everything in pursuit of something more.  
For those unfamiliar with my past show or personal journey in finance, this small-town Kansas farm kid has always been grateful for the opportunity I had to learn and work alongside some of the most successful advisors in the country over the past decade and a half. As Jim Rohn states, “You’re the average of the five people you surround yourself with”—and I’ve been fortunate to have been surrounded by the very best. Many of the principles I share have been shaped by these very advisors.  
As I reflect on my learnings to this point, one specifically stands out. The industry’s definition of “success” for financial advisors is completely broken — and it needs to evolve. Too often I've seen advisors sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success".  
This show is my attempt to help financial advisors create unlimited growth and freedom in their LIFE and their BUSINESS and do it faster than they ever thought possible. We call this #DBDL or "Doing Business. Doing Life." at Triad Partners.  
Welcome to the Do Business. Do Life. Podcast for Financial Advisors with Brad Johnson.
For more info, visit https://bradleyjohnson.com/

    004: Triad Member: SHP Financial—Generating $250M of New Assets in a Single Year

    004: Triad Member: SHP Financial—Generating $250M of New Assets in a Single Year

    Once per month, we’re going to release a special episode with one of our Triad members that highlights their story and shares the lessons learned from building and scaling an advisory practice.  

    My goal is to have genuine conversations that dig into the good, the bad, and the ugly so that we can help as many other offices out there who are listening in. 

    This week, I’m talking with the co-founders of SHP Financial: Matthew Peck, Derek Gregoire, and Keith Ellis. 

    Last year alone, their team brought in $250M of new assets—one-third of which came from client referrals. And the best part? They’ve avoided falling into the trap of “more growth = more work.”  

    Today, we will deconstruct how they went from being the only 3 revenue producers in the firm, carrying the weight of everything on their shoulders, to building and scaling a team that freed up their time and allowed them to create ultimate freedom in their business and life.  

    3 of the biggest insights from this episode … 

    #1 The power of a proprietary process—and how SHP used one to create better solutions for their clients, differentiate themselves from their competition, and build a business that’s exploded in growth.  

    #2 Why growing your business does not have to come at the cost of your time and freedom.  

    #3 What it takes to build a revolving door of client referrals. For SHP, ~$80M of new assets came from client referrals in 2022 - and you’ll hear exactly what caused that.  




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    SHOW NOTES

    To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/4




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    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. 

    • 1 hr 17 min
    003: Mind Your Mindset with Michael Hyatt

    003: Mind Your Mindset with Michael Hyatt

    Do you trust the voice in your head?  

    Our minds are powerful storytellers, but the stories our minds feed us as facts aren't always accurate. In fact, neuroscience research has shown that, on average, about 20% of our memories are false. And even crazier, up to 70% are distorted in some way.  

    Unfortunately, these stories can turn into false beliefs that keep you from reaching your true potential.  

    Do any of these stories sound familiar? "If I don't do it, it won't get done properly." "I could never land a client like that." "I'm not good at sales." "I work a lot, but I'm doing it for my family." 


    As an advisor, this type of thinking has a major impact on how you build your business and life.  

    But what if you could reprogram your brain to tell a new, empowering story? 

    Today, I'm talking to Michael Hyatt, the founder and chairman of Full Focus. He has scaled multiple companies over the years, including a $250M publishing company with 700+ employees and his own business coaching company that has grown over 60% year-over-year for the past four years.  

    In this episode, we're talking all about his new book, Mind Your Mindset—and how Advisors can use the principles from the book to unlock their full potential and build a company and life that they love. 




    3 of the biggest insights from Michael Hyatt … 


    #1 The psychology behind how your mind processes information and creates false beliefs that are holding you and your team back.  
    #2: The biggest question to ask yourself is to become conscious of your biased thinking.
    #3 Michael's 3-step framework for rewiring your brain for empowered thinking—identifying the story, interrogating the story, and imagining a better story.  





    JOIN THE DBDL INSIDER CREW

    To become a DBDL Insider and get VIP access to free resources and exclusive content, text DBDL to 785-800-3235




    SHOW NOTES

    To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/2




    FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedIn


    FOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebook


    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.

    TP02712346

    • 1 hr 10 min
    002: The 5 Pillars to Scaling Your Advisory Business with Shawn Sparks

    002: The 5 Pillars to Scaling Your Advisory Business with Shawn Sparks

    In our industry, it’s all too common to treat revenue numbers as the ultimate scoreboard. But if that’s your only game plan, not only will your progression hit a ceiling, but burnout is inevitable.  

    Today, I’m sitting down with Shawn Sparks of Triad Partners, to talk about what it means to truly succeed as a financial advisor.  

    Think about it this way… If your numbers are on the rise, but your family is eating dinner without you most nights, is that really how you’d define success? 

    In this episode, Shawn shares a much better approach to building a business; one that gives financial advisors unlimited growth, freedom, and joy. Or as we define it, a “Do Business. Do Life.” approach. 

    You’ll hear how we’re uniquely positioning ourselves at Triad to serve advisors at the highest level, why freedom doesn’t have to come at the cost of growth, and what it takes to scale without becoming a victim of your own success. 




    3 of the biggest insights from Shawn … #1 Learn the sustainable approach to scaling your business as a financial advisor, and why focusing on productivity alone is one of the biggest mistakes you can make. 
    #2 The 5 pillars to scale [Vision, Marketing, Sales, Operations, Culture] and why there’s no limit to what you can accomplish when they all work together.  
    #3 Realizing there are actually 3 different “types” of advisors required to create an unbeatable client experience, attract more referrals, and eliminate the limiting belief that you have to carry all of the weight of running a business on your own. 





    JOIN THE DBDL INSIDER CREW

    To become a DBDL Insider and get VIP access to free resources and exclusive content, text DBDL to 785-800-3235.




    SHOW NOTES

    To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/1




    FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedIn


    FOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebook


    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. Triad Member case studies may not be representative of all Triad advisor experiences, individual results will vary.

    Copyright 2023 Triad Partners, LLC. All rights reserved. TP03232789752

    • 1 hr 22 min
    001: Why I Quit My Job... The Story Behind "Do Business. Do Life."

    001: Why I Quit My Job... The Story Behind "Do Business. Do Life."

    "No man ever steps in the same river twice—for it's not the same river, and he's not the same man." – Heraclitus 

    I love that quote (for many reasons), but now more than ever, it holds particular significance in my life.   

    For one, I left a 13-year career with Advisors Excel to go out on my own. It was one of the most challenging decisions of my life.  

    And while I'm beyond grateful for everything that role opened up for me, I realized that I had hit the ceiling in my growth and knew it was time for a new challenge.  

    Triad Partners was born! And I can tell you, I'm not the same person I was two years ago.  

    Our team set out to flip an antiquated industry on its head, which is exactly what we're doing.  

    Far too often, I've seen advisors sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and we're on a mission to fix it.   

    Not only do we partner with the top 1% of independent financial advisors, but we help them create unlimited growth and freedom in both their business AND life.  

    At Triad Partners, we call this #DBDL or "Doing Business. Doing Life."  

    That brings me to the second reason that quote rings true. 

    This is episode one of the new podcast, "Do Business. Do Life.", appropriately named after everything Triad Partners stands for. It's an evolution of my original podcast, which many advisors grew to love.  

    This podcast is my attempt to help growth-minded financial advisors reimagine what's possible. So, if you want to build your business faster than ever while also living life on your terms, hit subscribe, and get ready to level up!   




    JOIN THE DBDL INSIDER CREW

    To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235.




    SHOW NOTES

    To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/1




    FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedIn


    FOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebook


    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. 

    • 1 hr 11 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

CharlieConnely ,

Brad Is BACK Baby!

Love that Brad is back on the mic and building something incredible with his recent return to podcasting. IMO, he is one of the best interviewers on the internet. Here's his magic formula... A thirst for knowledge, plus insatiable curiosity, plus ALWAYS in service to his audience = incredible content that delivers every time. He brings on an eclectic mix of interesting guests, many who fall outside of the financial services industry with a different vantage point to learn from. Brad also has a knack for simplifying complex subject matter and distilling it down into actionable takeaways for listeners. Probably has something to do with the thousands of advisors that he’s coached ;) If you are a financial advisor - or any entrepreneur for that matter - who is trying to build a scalable business that grows AND that buys your time back, go give this pod a listen, I promise you will not be disappointed!

Sammy Waxman ,

Welcome back!

Super happy to have Brad Johnsons podcasts back in my life. Every episode always provides a new wisdom and insight that has allowed me to do positive things in my business.

As a Canadian advisor, I was worried the content may not be as relevant but that is not the case at all. This is an amazing podcast for any and all Financial Advisors looking to do right by their clients and grow their business while doing so.

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