62 episodes
Do Business. Do Life. — The Financial Advisor Podcast — DBDL Brad Johnson
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- Business
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4.9 • 231 Ratings
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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/
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061: Attracting Ultra-Wealthy Clientele and Becoming a Photographer to the Stars with Jeffrey Shaw
This week, I’m talking with Jeffrey Shaw, who is an entrepreneur, business coach, and one of the most preeminent portrait photographers in the United States. His portraits have appeared on The Oprah Show, CBS News, in People and O Magazine, and even hang on the walls of Harvard University.
His unique style made him the go-to photographer for renowned figures like supermodel Stephanie Seymour, news anchors Jim Nantz and David Bloom, sports icons like Tom Seaver and Pat Riley, among many more.
What’s interesting about Jeffrey’s story is how he built his brand and carved out a niche serving the ultra-affluent – and while he’s in a completely different industry, there’s so many great parallels for advisors who want to build a brand and business that stands out and gets the attention it deserves.
3 of the biggest insights from Jeffrey Shaw …
How closely studying his ideal clients early on allowed Jeffrey to build his brand to be so in demand that he was able to maintain an eight-week waiting list for 15 years straight.
How to find your ideal clients, understand what makes them tick, and tailor your marketing to meet their needs, so you can serve them at the highest level.
How to improve customer perceived value AND create a frictionless client experience so you can increase demand, build loyalty, and charge higher prices!
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Today's Gift: Get a free copy of Jeffrey's book, "LINGO: Discover Your Ideal Customer's Secret Language and Make Your Business Irresistible" [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 "61" 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/61
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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. -
060: Triad Member: Arcadia Financial – Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI
Today, I’m sitting down with Triad Members Mike and Jess Panico, the husband-and-wife founders of Arcadia Financial. Mike and Jess are living proof that you can have success in our industry at a young age — and they’ll tell you exactly how they did it.
After taking the leap to start a practice in their 20s, Mike and Jess have quickly grown Arcadia Financial. In 2023, they brought in ~$90 million in total assets, and are on pace to exceed $100 million in 2024.
Their secret? Mike and Jess have managed to stand out through unique branding, building their practice around the tagline, “Live Like Every Day Is Saturday”. As their brand grew their reputation, Mike and Jess also acquired a tax practice, helping ingrain themselves further into their clients’ lives.
This episode is packed with insights. Whether you’re looking to create a brand message that actually sticks out, considering an acquisition, or simply looking for some advice to manage rapid growth, Mike and Jess have you covered.
3 of the biggest insights from Mike and Jess Panico …
How a shift to their brand messaging helped them better communicate their unique value to clients, lead authentically, and grow from $5M to $30M AUM in less than a year of making the change.
Making the decision to acquire a tax practice so they could serve their clients at a higher level – and the challenges, growing pains, and long-term benefits that came with that decision.
Mike and Jess make it a goal to take significant time off each summer to spend with their two sons. Hear how they’ve made that possible — and how being intentional with your goals can push you to achieve them.
FREE GIFT + JOIN THE DBDL INSIDER CREW
Today's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people]
To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" 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/60
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DISCLOSURE
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.
Copyright ©️ 2024 Triad Partners. All rights reserved.
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059: The Secret to NFL RedZone’s Success & Prepping for 7 Hours of Commercial Free Football with Scott Hanson
In this episode, I’m talking with the host of NFL RedZone, Scott Hanson.
For 15 seasons, Scott has hosted the wildly popular RedZone where he entertains millions of viewers (including Tom Brady) every Sunday of football season for 7-hours straight without taking a single bathroom break!
Listen in to learn about Scott’s extraordinary preparation process, his experiences with NFL greats like Patrick Mahomes and Marvin Harrison, the revelatory mindset shift that led to Scott’s success, and how adopting a similar mindset can help you connect with your audience better and achieve your wildest dreams in business and life.
3 of the biggest insights from Scott Hanson …
A behind-the-scenes look at Scott’s regimented preparation process which enables him to deliver 7 uninterrupted hours of ad-libbed content to millions of viewers every week to football fans around the world.
The power of putting your audience first – and how serving, not seeking, leads to greatness.
How the best broadcasters in the world simplify complexity and craft language that connects deeply with their target audience – and how financial advisors can model this same approach to serve their clients at the highest level.
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Today's Gift: Get an autographed Scott Hanson collectable trading card [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 "59" 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/59
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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. -
058: How to Tell Your Story & Turn Clients into Superfans with Brittany Hodak
In this episode, I’m talking with Brittany Hodak about how financial advisors can build a diehard community of superfans using the same system Taylor Swift used to create an army of Swifties.
Brittany came up with her game-changing system, the SUPER Model, while working with globally known brands like Walmart, Disney, Amazon, Katy Perry, the Boston Red Sox, and of course, Taylor Swift.
This proprietary 5-step system which Brittany shared in her 2023 book, Creating Superfans: How to Turn Your Customers Into Lifelong Advocates, is a simple playbook to tap into the unmatched power of superfandom, and it works like a charm whether you’re Taylor Swift or a financial advisor.
Today, Brittany breaks down her SUPER Model and shows how you can use it to kill apathy, stand out from a sea of competitors, and most importantly, create your own army of superfans to supercharge your business.
3 of the biggest insights from Brittany Hodak …
What makes Taylor Swift one of the greatest marketing geniuses of our time? Since Brittany’s worked with her, she’s going to uncover the formula to her rapid growth and show you how to create a cult-like following of Superfans!
A financial advisor’s biggest problem isn’t awareness... it’s apathy! Discover Brittany’s 5-Part Framework for turning your business from a commodity to a category of ONE that your clients can’t live without.
What processes in your business do your clients find annoying and frustrating? Dubbed 'slow elevators' by Brittany, learn how to transform these inconveniences into golden opportunities, crafting unforgettable experiences that leave your clients delighted.
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW
Today's Gift: Get a free copy of Brittany’s book, "Creating Superfans" [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 "58" 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/58
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 ©️ 2024 Triad Partners. All rights reserved. TP04243458876 -
057: The Science of Happiness and Helping Retirees Find Passion & Purpose with Arthur Brooks
Today, I’m joined by a very special guest, Arthur Brooks, to discuss a very special topic: happiness.
Arthur is a Harvard professor, author, and social scientist specializing in happiness. He has written 12 books, including the New York Times bestseller “Strength to Strength,” along with “Build the Life You Want,” a book he co-authored with Oprah. Arthur is also a columnist for The Atlantic and was selected as one of Fortune Magazine’s “50 World’s Greatest Leaders” while serving as president of the American Enterprise Institute, one of the world’s leading think tanks.
In short, Arthur’s done it all. And if you want to talk about the science of happiness — and money’s role in the equation — he’s your guy. So that’s what we did in this episode.
Strap in for a packed conversation that applies to the core of doing business and doing life. You’ll hear about the relationship between money and happiness, how to adopt different habits that may increase your happiness, and how your brain changes as you age — and what that means for how you run your business.
3 of the biggest insights from Arthur Brooks…
Discover the correlation between money and happiness — and the science behind our endless pursuit for more!
What Arthur learned from working alongside infamous leaders like Oprah and The Dalai Lama – including their secrets to living a happy life.
Why do so many retirees feel empty and unfulfilled? Arthur explains what’s going on psychologically and gives his best advice for helping your clients navigate retirement with passion and purpose.
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW
Today's Gift: Get a free copy of Arthur's book, "Build the Life You Want: The Art and Science of Getting Happier" [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 "57" 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/57
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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. -
056: Triad Member: Russ Ross – Overcoming Addiction & Learning to Let Go of Control
Today, I’m sitting down with Triad Member Russ Ross for an honest and raw discussion about overcoming adversity and navigating the stressful environment of financial services.
Russ is the president and founder of Russ Ross Wealth Group, where he specializes in helping his clients navigate the phases of their retirements. Together with his wife Michele, Russ also focuses on helping educators in the 403(b) space.
In today’s episode, Russ and I get real. As advisors and entrepreneurs in a high-stress industry, we know the temptation of unhealthy coping mechanisms. Russ takes us through the struggles he’s witnessed and lived — and advice for anyone who needs to overcome their own challenges.
You’ll also hear insights on running a practice with your spouse, how to improve client relationships and inspire referrals, and how to make sure your work doesn’t swallow your personal life.
3 of the biggest insights from Russ Ross …
From addiction to alcoholism, unhealthy coping mechanisms are a harsh reality in our industry. Hear how Russ worked through his struggles and found healthy outlets for stress management.
Russ and his wife Michele are one of many husband-and-wife teams in financial services. Listen as he shares his advice on how to run a business together while staying happily married.
Put the phone down and be present. Get strategies for drawing clear lines between work and life so you can be available for your family.
FREE GIFT + JOIN THE DBDL INSIDER CREW
Today's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people]
To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "coaching" 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/56
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.
Customer Reviews
A+ podcast
I started listening to this podcast because I am both a financial advisor and a member of Triad. However, I now have been recommending it to people that are in neither of those groups. Brad interviews such fantastic people that have nuggets of gold to share that will help in any industry (as well as for personal growth outside of business). Cherry on top is that the conversations are extremely captivating and Brad does a fantastic job as an interviewer. He is able to at the same time get out of the way so the guest can share his or her thoughts and stories but then to also ask questions that help dig deeper and reframe what the guest has said to make sure the impact is truly understood. Once I started listening I have been keeping current and also devouring past episodes. Keep up the fantastic content, us listeners truly appreciate it!
Enlightening
Great content to create and help grow a fan base.
Fantastic Insight
As someone who transitioned into the financial world looking for meaningful work and a healthy work/life balance, the DBDL podcast has provided a lot of fantastic insight. No matter the guest or topic, I find myself learning unlocking something new each episode. I am grateful for having found this podcast, and to be a part of the Triad community that Brad has helped create. It truly is a special “pack”.
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