13 episodes
Do Business. Do Life. — The Financial Advisor Podcast — DBDL 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/
-
013: Using the Enneagram to Lead with Compassion, Strengthen Your Team, & Scale Your Business with Ian Cron
One of the biggest hurdles for financial advisors who want to build a thriving business, is the transition from a one-person operation to leading like a CEO. Up until that point, most advisors only have to worry about themselves.
But scaling a high performing team requires a completely different level of leadership and self-awareness.
And to better understand how to get to that level, Brad’s talking with Ian Cron, all about the Enneagram—a personality assessment tool that can help you understand how you and your team are uniquely wired.
Ian is a psychotherapist, Enneagram teacher and best-selling author whose book “The Road Back to You: An Enneagram Journey to Self-Discovery” has sold more than 1M copies.
If you want to grow your business, you can’t do it alone. You need people. And if you don’t understand how people think or their motivations for how they act, it will be a constant battle trying to scale.
Ian’s going to show you how to leverage the Enneagram to discover areas for growth, identify your blind spots, foster deeper relationships, and communicate more effectively, so you and your team can grow together.
3 of the biggest insights from Ian Cron …
How to use the Enneagram to build self-awareness, see the world through your team’s eyes, and lead with compassion and clarity. How to strengthen relationships, navigate tough conversations, reduce friction, and empower your team, by understanding the 9 Enneagram personality types. Breaking down the 9 Enneagrams types and high-level ways to manage and motivate each group.
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. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
https://bradleyjohnson.com/13
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.
Copyright ©️ 2023 Triad Partners. All rights reserved. -
012: Triad Member: Tom Jacobs —Doubling Business by Letting Go, Empowering Your Team, and MASTERING Seminars
For many advisors, the idea of running a seminar conjures up images of wasted time, low ROI and an audience just there for a free dinner.
But for Triad member Tom Jacobs, seminars have been the key to growing by more than 11x in just six years.
In today’s episode, I talk with Tom about how he’s embraced seminars to create a wave of momentum for his practice. In addition to tips about how you can do the same, you’ll hear Tom discuss his mindset for giving presentations, how he leans on his team for the seminar follow-up process, and his strategies for continuing to improve his seminars.
You’ll also hear about the benefits that come from investing financially in your team, how advisors can grow their practices by running fewer meetings, and how Tom bounced back from a $4M bankruptcy during The Great Recession—and his tips for moving forward from low points.
3 of the biggest insights from Tom Jacobs …
How Tom’s philosophy of “If you love seminars, they'll love you back” has helped him grow total assets from $7.7M in 2016 to more than $91M through 2022, along with tips for effectively running your own seminars.
The idea of “who, not how” and how advisors can use it to build out new revenue-generating branches of their businesses without adding significantly more work to their own plates.
Strengthening personal relationships with both your team and your clients to indirectly lead not just to more financial success for your business, but more personal fulfillment for yourself.
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. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
https://bradleyjohnson.com/12
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.
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 ©️ 2023 Triad Partners. All rights reserved. TP05232907511 -
011: Leveraging Tech to Deliver Unforgettable Client Experiences with Kyle Van Pelt
As if building a business in the financial services industry wasn’t already hard enough, financial advisors are also expected to be tech experts too!?
You need a CRM, a portfolio management system, a custodian, planning software, and a host of other tools to effectively manage client portfolios and deliver financial advice.
Not only is that super overwhelming—especially for those who don’t have a tech background—but figuring out how all of these different software’s communicate with each other is a massive challenge in itself. In large part, because there isn’t a one-size-fits-all solution.
So, how do you get all these disjointed technologies to speak to one another, so you and your team can focus on what you do best?
Today’s guest is here to help. I’m talking with Kyle Van Pelt, the CEO of Milemarker—a fintech firm that helps bring together integrations, data, and workflows to manage client information. In our conversation, Kyle shares his best advice for how advisors can use tech to enhance the client experience.
3 of the Biggest Insights from Kyle Van Pelt…
There’s a kitchen junk drawer of tech that advisors are struggling to effectively integrate into their businesses. It’s confusing and convoluted. Kyle shares a more effective approach for how to solve the problem. Learn about the Airbnb 11-Star client experience exercise and how to use technology to create a white-glove service that your clients will never forget. Time on one thing means time away from another. There’s no such thing as a perfect seesaw of balance in life. Kyle shares his tips for how to show up your best for both your business and family.
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. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
https://bradleyjohnson.com/11
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.
Copyright ©️ 2023 Triad Partners. All rights reserved. Copyright of all Triad Confidential content belongs exclusively to Triad Partners, a Delaware corporation. -
010: Elevate Your Team, Avoid Burnout, and Drive Sustainable Growth with Robert Glazer
“We're ending the steroid phase of high-growth organizations that just kind of grew by breaking people and burning through them.” – Robert Glazer
Gone are the days of pushing people to unreasonable limits in order to hit “company goals.” People need boundaries. They need time away from work, so that when they are working, they’re focused, energized, and engaged.
Organizations can either provide the space to do that OR they can resist, burn out their team, and lose valuable players to a competing company that’s embracing the evolution of how people want to work.
This is what today’s conversation with Robert Glazer is all about.
Robert is an entrepreneur, author, and the founder of Acceleration Partners, a global partner marketing agency that has won more than 30 awards for company culture—despite the fact that their 270-person team is fully remote!
In this episode, we’re diving into Robert’s newest book, “Elevate Your Team,” to discuss his tips and tricks for helping your business thrive while improving your team’s personal and professional lives.
3 of the biggest insights from Robert Glazer …The four elements of capacity building—spiritual, intellectual, physical and emotional—and how leaders can use them to create a more open, motivated and connected company culture.
Tips for avoiding burnout for yourself and your team members while maintaining stable business growth.
Why using a 90-day transition plan to help struggling employees find a new role within your firm (or land a new job elsewhere) can increase success for your firm.
FREE GIFT
Get Robert Glazer's book, Elevate Your Team. For a limited time only. To learn more, visit https://bradleyjohnson.com/10
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. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
https://bradleyjohnson.com/10
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.
Copyright ©️ 2023 Triad Partners. All rights reserved. Copyright of all Triad Confidential content belongs exclusively to Triad Partners, a Delaware corporation. TP05232876885 -
009: Master Your Emotions, Effective Communication, and Stepping Into Your Clients Shoes with Bob Burg
How can you truly understand your clients needs, goals and desires if they don’t fully trust you?
In today’s episode, I’m talking with Bob Burg about how you can communicate with your clients and prospects more effectively, improve your ability to navigate difficult conversations, and create an environment where they feel safe and comfortable to share the things that they typically wouldn’t open up about.
In case you didn’t know, Bob Burg is the bestselling author of The Go-Giver, which has sold over a million copies and was rated #10 on Inc. Magazine’s list of the Most Motivational Books Ever Written. For 30 years, Bob has helped companies and their teams to more effectively communicate their value, sell at higher prices with less friction, and grow their businesses.
In this episode, we dig into his framework, The Five Secrets of Genuine Influence, which include: Mastering Your Emotions, Stepping Into Your Clients Shoes, Setting the Frame, Communicating with Tact & Empathy, and Letting Go of the Need to be Right.
3 of the biggest insights from Bob Burg …
#1 How to master your emotions, retrain your brain, and stay calm in stressful, high-pressure situations.
#2 The unconscious operating system that’s holding you back from truly understanding and effectively communicating with your clients.
#3 How to use tact and empathy to navigate difficult conversations, eliminate resistance, and create a safe environment that builds trust with your clients.
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. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/9
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. Copyright ©️ 2023 Triad Partners, LLC. All rights reserved.
TP04232846770. -
008: Triad Member: Dan DeVerna —Referral Strategy, Lead Generation, Writing Books, & Systematizing Your Business
In a saturated industry, relying on the same old lead generation tactics can make it difficult to stand out.
But when earning referrals and bringing in new assets are your lifeblood, blending in isn’t an option. So how can you set yourself apart?
Today, I’m talking with Triad member Dan DeVerna, the founder of DeVerna & Co Financial, to talk about the referral and new business success he’s found through a unique approach — writing books.
Instead of spending money on fancy business cards, Dan started writing books to wrangle new business, leading to an influx of $36M in new assets and the onboarding of 130 new households in 2022.
Today, you’ll hear exactly how Dan does it—and why you don’t actually need to be a writer to author a book!
You’ll also gain insights into using checklists to scale your practice, how to personalize your follow-up process to close new clients, and how meditation can lead to more engaging client interactions.
3 of the biggest insights from Dan DeVerna …
#1 How creating systematized processes can lead to greater consistency, scalability and success for both your practice and your clients.
#2 The supercharged lead generation and referral strategy that helped Dan bring in $36 million of organic new assets in 2022.
#3 Finding enjoyable life outlets that can also benefit your professional practice and client relationships.
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. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/8
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. 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 ©️ 2023 Triad Partners. All rights reserved.
Customer Reviews
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!
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.