66 episodes

"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/ 

Do Business. Do Life. — The Financial Advisor Podcast — DBDL Brad Johnson

    • Business
    • 4.9 • 235 Ratings

"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/ 

    065: From Solo Advisor to Family Office & Marketing to the Sports Card Niche with Tom Ruggie

    065: From Solo Advisor to Family Office & Marketing to the Sports Card Niche with Tom Ruggie

    Today, I’m talking with Tom Ruggie, the founder and CEO of Ruggie Wealth Management – the flagship company of independent RIA, Destiny Wealth Partners, which has surpassed $1B in managed assets and is recognized among Forbes 250 Fastest-Growing RIA Firms. 

    The funny thing is, it’s actually our shared passion for sports collectables that brought Tom and I together – which is a major focal point for today’s conversation. 

    Not only did I want to better understand how Tom scaled his firm and eventually transitioned into a family office style of practice, but I wanted to hear about his sports card collecting journey and how he combined that passion with his wealth management business. 




    3 of the biggest insights from Tom Ruggie…


    How Tom built a multi-million-dollar portfolio of rare collectables and memorabilia – including a signed 1952 Mickey Mantle card and an iconic pair of Muhammad Ali trunks from his George Foreman fight.
    Why the sports collectibles market is an alternative asset class that you need to understand for your clients – and Tom’s expert tips for building a diversified portfolio like his, which has skyrocketed in value. 
    The major differences between a regular wealth management firm and a family office – and how Tom has carved out a niche that serves ultra-high-net-worth entrepreneurs.


    GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW

    Today's Gift: Tom's Collectibles scorecard

    To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "65" 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/65




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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.

    Brad Johnson is not a client of Thomas Ruggie.

    Copyright Triad Partners, LLC 2024.

    TP05243458889

    • 1 hr 2 min
    064: Triad Member: Jordan Flowers – Unlocking Rapid Growth by Empowering Your Team & The Power of Selfless Leadership

    064: Triad Member: Jordan Flowers – Unlocking Rapid Growth by Empowering Your Team & The Power of Selfless Leadership

    In this episode, I’m talking to Triad member and financial advisor Jordan Flowers who leads Wealth Financial Services & Tax Advisory along with his father Thomas.

    When Jordan and his company first joined Triad in 2022, they had roughly $20 million of AUM. Fast-forward to 2023 and they nearly doubled their total assets to $39.4 million. And what’s even cooler, is that scaling their firm didn’t have to come at the cost of their time and freedom. In fact, Jordan’s Dad is only working 4-5 months of the year, while spending the rest of time “doing life.”  

    In this episode we talk about what actions Jordan and his team have taken to supercharge their growth while actually improving work-life balance and creating a stronger culture in the process.

    You’ll also notice a through line to Jordan's story is centered around selfless leadership and serving his team and clients at the highest level. 




    3 of the biggest insights from Jordan Flowers …


    How to avoid the “advisor-in-charge” model that leads to burnout and empower your team instead – so you can free up your time, rapidly scale, and deliver far better results for your clients. Jordan’s secret to running educational events that win the hearts of prospects and generate a ton of new business for his firm.   How to uncover your clients’ biggest bucket list goals and help them create a financial plan that allows them to spend with confidence.


    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/64




    FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedIn


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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.  

    TP04243458885

    • 1 hr 4 min
    063: It Pays to PLAY & Building a Winning Workplace Culture with Kristi Herold

    063: It Pays to PLAY & Building a Winning Workplace Culture with Kristi Herold

    Today, I’m chatting with Kristi Herold, a workplace culture expert who has built a multi-million-dollar global organization called JAM. 

    Kristi founded JAM in 1996 and grew it into one of the largest adult recreational sports league providers in the world. When the 2020 pandemic forced sports to pause, Kristi and her team pivoted to helping corporate teams around the world improve their culture by connecting people through PLAY.

    She’s also the author of It Pays to PLAY – How Play Improves Business Culture, which is her guide to helping organizations playfully connect with their teams in order to improve retention, engagement, and innovation while also benefiting employees’ physical and mental health, and the company's bottom line. 

     

    3 of the biggest insights from Kristi Herold …


    Why 64% of people are not engaged at work – and how investing in your culture can lead to less sick days, less turnover, and increased productivity and profitability. 
    Why you don’t have to burn the bridge when someone quits – and a smarter alternative that will lower recruitment & onboarding costs and strengthen your team. 
    The ROI of workplace culture, and fun ways to infuse playfulness into your company to boost team spirit and drive way more engagement.  


    GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW

    Today's Gift:Get a free copy of Kristi's book "It Pays to PLAY" [while supplies last]PLAYbook PDF resourcesGet 25% off when you hire JAM.


    To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "63" 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/63




    FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedIn


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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 8 min
    062: How a Financial Advisor Used YouTube to Generate $400M+ of AUM with James Conole

    062: How a Financial Advisor Used YouTube to Generate $400M+ of AUM with James Conole

    Today, I’m talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM.

    Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to over 700 inbound prospects who each had a minimum of $500,000 of investable assets.

    In our conversation, James pulls back the curtain on the methods he used to build a leading YouTube channel with over 110,000 subscribers, what his marketing funnel looks like, and how you can leverage YouTube in your own business to increase your audience rapidly.




    3 of the biggest insights from James Conole …


    A step-by-step breakdown of the simple methods James uses to get millions of eyeballs on his content and generate a consistent stream of warm leads in the process.
    Why YouTube pays James $120,000 a year to market and grow his business, and how you can start creating your own money-making content today.
    How James’ simple yet effective marketing funnel converted prospects into net new assets of roughly $130 million in 2023 using a system like nothing I’ve ever seen before.


    GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW

    Today's Gift: 30-minute “Ask me anything” YouTube webinar with James

    To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "62" 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/62




    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, LLC. All rights reserved.

    TP04243458880

    • 1 hr 7 min
    061: Attracting Ultra-Wealthy Clientele and Becoming a Photographer to the Stars with Jeffrey Shaw

    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!


    GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW

    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




    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 19 min
    060: Triad Member: Arcadia Financial – Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI

    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




    FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedIn


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


    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.  

    TP04243513935

    • 1 hr 25 min

Customer Reviews

4.9 out of 5
235 Ratings

235 Ratings

kmohland ,

👍

Great Info and presentation style for how Brad leads the listener through the presentation.

Jeremy Keil ,

Best Financial Advisor Guests

You’ll learn more practical business building steps here than anywhere else.

RG5131980 ,

Amazing!!!

I’m in R&D for a new RIA I’m starting. What a value find! I love this show. Thank you for this content.

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