Do Business. Do Life. — The Financial Advisor Podcast — DBDL
"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/
- Update frequency
- every 7 days
- Average duration
- 63 minutes
- Episodes
- 133
- Years Active
- 2023 - 2025
052: Triad Member - The Power of Community, Creating a Culture of Trust, and Building a Life of Significance with Tyler Wrezinski and Andrew Hall
Today, I’m interviewing Triad Members Tyler Wrezinski and Andrew Hall, the co-founders of Virtus Financial Group. As you’ll find out, these guys are a ton of fun to hang out with, super authentic, an…
01:14:36 |
Wed 21 Feb 2024
051: Justin Donald - Becoming a Lifestyle Investor, Hiring A+ Talent, and Building a Life by Design
Today, I’m talking with my good friend, Justin Donald. He’s a successful entrepreneur and the founder of The Lifestyle Investor – a company that teaches people how to create wealth, without creating …
00:58:07 |
Wed 14 Feb 2024
050: Daniel Crosby - The Soul of Wealth, Money vs Happiness, & How to Write a Book
Today, I’m talking with Dr. Daniel Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.
As the Chief Behavioral Officer at Or…
01:15:24 |
Wed 07 Feb 2024
049: Wally Elibiary - Unlocking Client Referrals from Attorneys, CPAs, & other COIs and The 24-7 Mindset
Today, I’m talking with Wally Elibiary – a leader in the mortgage industry and the author of 24-7 Mindset.
Wally has been in the mortgage business for 20+ years and has a ton of wisdom when it comes…
01:07:15 |
Wed 31 Jan 2024
048: Triad Member – Mastering Educational Events vs Dinner Seminars & the Impact of Building a Firm vs an Agency Model with Stephen Stricklin
Today, I’m chatting with Triad Member Stephen Stricklin, who is the president and founder of Wise Wealth LLC, an independent, full-service wealth management firm.
As a former teacher, Stephen took h…
01:15:05 |
Wed 24 Jan 2024
047: Top Moments of 2023 - Top Guest Stories, Moments, and Ideas
What's up, DBDL listeners! We have a special episode for you this week. As some of you may know, at the end of last year, we released the DBDL Top Triad Member Moments of 2023, a roundup of the best …
01:24:36 |
Wed 17 Jan 2024
046: Ann Hiatt - Jeff Bezos' Secrets to Success, the DNA of Unicorn Leaders, and How to Bet on Yourself
Today, I’m talking with Ann Hiatt, a Silicon Valley veteran with 15 years of experience as the Executive Business Partner for Jeff Bezos (Founder and CEO of Amazon), Marissa Mayer (former CEO of Yaho…
01:01:16 |
Wed 10 Jan 2024
045: Triad Member Spotlights - Top Moments of 2023
What's up DBDL Fam and Happy New Year! This week, we’re shaking things up! After 40+ interviews with leading experts, entrepreneurs, and game changers in the financial world, I wanted to round up the…
01:31:17 |
Wed 03 Jan 2024
044: Triad Member – Cracking the Code on Attorney Referrals & Casting a Vision that Inspires Your Team with Victor Medina
Today, I’m joined by Triad Member Victor Medina, the founder of both Medina Law Group and Palante Wealth Advisors.
If you’re interested in cracking the advisor-attorney referral code — today’s episo…
01:43:16 |
Wed 27 Dec 2023
043: Jamie Hopkins - Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital World
Today, I’m talking with Jamie Hopkins, the Director of Private Wealth Management at Bryn Mawr Trust and a leading voice in the retirement income planning space.
As the co-creator of the RICP design…
01:01:33 |
Wed 20 Dec 2023
042: Matt Middleton - The Story Behind Future Proof & Transforming Your Live Events into Experiences
Today, I’m speaking with Matt Middleton, the CEO of Advisor Circle – a venture studio and incubator that’s modernizing the wealth management industry and inspiring the leaders of today to think and a…
01:15:35 |
Wed 13 Dec 2023
041: Taylor Schulte - Podcasting Playbook for Financial Advisors & Building a Business You Love by Managing Client Expectations
Today, I’m joined by Taylor Schulte, a financial planner, author, speaker, and Founder of Define Financial. He’s also the host of two financial podcasts, including the Stay Wealthy Retirement Show, a…
01:23:11 |
Wed 06 Dec 2023
040: Triad Member - Leading by Reading, Owning the Pharma Niche, & Strengthening Your Team with Wayne Wagner
Today, I’m talking with Triad Member, Wayne Wagner. Wayne is the president of Vizionary Wealth Management, a firm that’s focused on building legacies for pharmaceutical executives.
In this episode, …
01:15:29 |
Wed 29 Nov 2023
039: Michael Hyatt - Dinner Dates With Your Kids, Winning At Work & Succeeding At Life with the Double Win (Live on Front Row Dads Podcast)
What’s up DBDL Fam! We’ve got an extra special episode lined up for you today.
I was recently asked to guest host on the Front Row Dads podcast. In case you’re unfamiliar, Front Row Dads was started…
00:59:52 |
Wed 22 Nov 2023
038: Jordan Rigi - Building a Business for Unlimited Growth, Freedom & Joy
Today, I’m sitting down with one of our own, Triad’s Head of New Member Outreach, Jordan Rigi.
For so many advisors, career success comes at the expense of family, relationships, and life. But it d…
00:54:47 |
Wed 15 Nov 2023
037: Adam Holt - Using Asset Map to Simplify Complexity & Create Meaningful Client Conversations
Today, I’m joined by Adam Holt, the founder and CEO of Asset-Map, a fintech platform that helps advisors facilitate more meaningful conversations with clients by streamlining high-level data into a s…
01:01:24 |
Wed 08 Nov 2023
036: Triad Member – Streamlining Ops, Protecting Your Culture, and Scaling to $1B AUM with Michelle Short
Today, I’m sitting down with Michelle Short, the COO of SHP Financial — a Triad member firm that manages more than $1B in assets.
In the years leading up to Michelle’s hiring in 2014, SHP was genera…
01:36:33 |
Wed 01 Nov 2023
035: Matt Beaudreau - Reshaping Financial Education & Preparing Kids to Succeed at Life
Today, I’m speaking with education disrupter, Matt Beaudreau. In 2016, Matt launched Acton Academy Placer – an alternative to the traditional education model that’s reshaping how kids learn. It’s not…
00:55:27 |
Wed 25 Oct 2023
034: Sten Morgan - Leading with Advice, Bridging the Trust Gap, and Generating Referrals
In today’s episode, I’m talking with Sten Morgan, the founder of both Legacy Investment Planning and Elite Advisor Network, a community for financial professionals.
When Sten founded Legacy at age …
01:14:01 |
Wed 18 Oct 2023
033: Jason Khalipa - Elevating Your Mindset
Today, I’m talking with former CrossFit Games champion and family-first entrepreneur, Jason Khalipa.
As he worked his way to the top of the CrossFit world, Jason developed a hardened mindset, employ…
01:14:11 |
Wed 11 Oct 2023
Disclaimer: The podcast and artwork embedded on this page are the property of Brad Johnson. This content is not affiliated with or endorsed by eachpod.com.