In this episode of the Always On Podcast, host Duncan McPherson sits down with Brad Johnson, co-founder of Triad Partners and host of the Do Business. Do Life. podcast, for a wide-ranging conversation on what it truly takes to build a sustainable, future-ready advisory business. Together, they explore how innovation, long-term thinking, and human-centered planning are redefining success in financial services. As demographic shifts accelerate and complexity increases for both advisors and clients, Brad shares insights on why advisors must evolve beyond portfolio management and toward holistic planning that balances growth, protection, income, and purpose. The conversation also dives into the importance of resilience, perspective, and values, drawing on lessons from entrepreneurship, market cycles, and life itself. Brad outlines why the next decade may be the greatest opportunity financial advisors have ever seen, provided they embrace process, patience, and genuine service. Key highlights include: Why true financial planning goes far beyond portfolios and products The impact of demographic shifts and the “silver tsunami” on advisory opportunities How income planning and distribution strategies are often the missing link for retirees The role of alternative assets, personal interests, and non-traditional wealth in modern planning Building a business that serves life, not one that sacrifices it Tune in for a thoughtful, practical discussion on becoming a trusted, long-term partner to clients while building a business, and a life, that endures through every season. Promotions: Pareto Systems ‘AI Coaching Program’: www.paretosystems.com/ai-coaching-program Pareto Systems ‘Practice Management Index’ assessment: The PMI Assessment Connect With Duncan MacPherson: Website: ParetoSystems.com Toll Free: 1.866.593.8020 Learn More: Schedule a Call LinkedIn: Duncan MacPherson Connect With Brad Johnson: LinkedIn: Brad Johnson Website: TriadPartners.com Podcast: Do Business, Do Life Podcast About Our Guest: Brad Johnson is co-founder of Triad Partners and the host of the transformative “Do Business. Do Life.” podcast. Embodying a humble upbringing in rural Minneapolis, KS, on a farm alongside his parents and brother, Brad’s roots instilled unwavering values of hard work and treating others with respect. With a profound belief in the power of the “and” approach to life and business, Brad has revolutionized the financial advisory landscape. At Triad Partners, he forges an intimate and carefully curated community, redefining partnerships. Guided by his enduring principles, Brad empowers advisors to embrace growth, freedom, and joy in their professional and personal lives. Prior to founding Triad, Brad was a Vice President of Advisor Development for over 13 years at Advisors Excel, one of the country’s largest Field Marketing Organizations. In that role, Brad coached a group of independent advisors who gather more than $1 billion of assets annually. Before joining Advisors Excel to work closely with advisors, Brad was an analyst at Payless Shoe Source for three years. Brad received his Bachelor of Science in Computer Information Systems from Emporia State University, where he played football. Brad currently lives in Silver Lake, Kansas with his wife, Sarah, and their three children.
