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
032: Kristin Shea & Clayton Alexander - Principles for Scaling Your Advisory Business
Today, we’re doing things a little differently. Instead of our usual interview, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival.
If you’re unfamiliar, it’s a 4-d…
00:48:31 |
Wed 04 Oct 2023
031: Kristin Shea - How Financial Advisors Can Build a Brand That’s Authentic to You
We’ve got a special one lined up for you today! I’m talking to Triad’s Chief Product Officer, Kristin Shea, who has been helping build and shape our company since day one.
If you’re in financial se…
01:21:23 |
Wed 27 Sep 2023
030: John Israel - How Handwriting 1,825 Thank You Cards in a Year Changed Me
Today, I’m talking with John Israel, the founder and Chief Gratitude Officer of Mr. Thank You.
After building a successful sales career, John realized he was struggling to appreciate his life. In an…
01:13:07 |
Wed 20 Sep 2023
029: Leore Avidar - Investing in Sports Cards, Scaling Businesses, and Hiring Top Talent
Today, I’m chatting with Leore Avidar, the founder of Alt—a sports cards collectibles platform that makes it simple for investors to buy and sell authenticated, investment-grade trading cards.
What …
01:17:16 |
Wed 13 Sep 2023
028: Triad Member - How Empowering a Team Unlocks Exponential Growth with David & Kristy Afraimi
Today, I’m joined by Triad Members and husband-and-wife power duo David & Kristy Afraimi, the founder and COO of BAM Advisory Group.
In 2018, BAM Advisory gathered $17M in new assets with David as t…
01:18:35 |
Wed 06 Sep 2023
027: Joey Coleman - Never Lose an Employee Again
If you find it difficult to retain top talent, you’re not alone. Studies show that somewhere between 20% and 60% of new hires quit in the first 100 days!
That’s why I’m excited to speak with Joey Co…
01:42:11 |
Wed 30 Aug 2023
026: Brian Portnoy - The Psychology of Money, Rich vs. Wealthy, and AI’s Role in Finance
Today, I’m talking with Brian Portnoy – Founder of Shaping Wealth, CFA, and one of the world’s leading experts at simplifying the complex world of finance.
In this episode, Brian breaks down the ps…
01:16:03 |
Wed 23 Aug 2023
025: Chandler Bolt - How to Write a Book That Grows Your Income, Impact, and Business
Today, I’m talking with Chandler Bolt, the CEO of SelfPublishing.com – an Inc 5000 company that he built from 0 to $43M+ in 8 years.
Chandler has authored 6 bestselling books and has helped thousand…
00:56:00 |
Wed 16 Aug 2023
024: Triad Member - Shifting to a Leadership Mindset and on Pace to Reach $80M+ of New Assets in 2023 with Jeremy Reiland, Nick Reiland and Tim Kuntz
We have a special episode today as I’m joined by Triad members Jeremy Reiland, Nick Reiland and Tim Kuntz of Vantage Point Financial.
With offices in the Chicago, St. Louis and Detroit, Vantage Poi…
01:19:05 |
Wed 09 Aug 2023
023: Rener Gracie - Harnessing the 32 Principles of Jiu-Jitsu to Succeed in Business, Relationships, and Life
I recently got an opportunity to interview Rener Gracie – a Brazilian jiu-jitsu black belt, coach, author and entrepreneur.
If you’re unfamiliar with the Gracie family, they are widely regarded as …
01:28:03 |
Wed 02 Aug 2023
022: Anthony Zhang - Pitching Mark Cuban, Overcoming Adversity, and Investing in Fine Wine
For any advisors who are fans of wine and/or investing, this episode is for you!
I’m speaking with Anthony Zhang, co-founder and CEO of Vinovest—an online platform that allows anyone and everyone to…
00:53:53 |
Wed 26 Jul 2023
021: Dave Zoller - Leveraging YouTube to Grow Your Advisory Business
In this episode, I’m talking with Dave Zoller about how to effectively leverage YouTube to build your advisory business.
Not only has Dave built and scaled his own retirement planning firm, but he a…
01:26:16 |
Wed 19 Jul 2023
020: Triad Member - Checking Your Ego, Replacing Yourself, and Prioritizing Family with Clayton Alexander
Today, I’m talking with Triad member Clayton Alexander. Clayton is one of the most intentional leaders I know and has learned how to effectively invest in (and empower) his team. As a result, his bus…
01:35:31 |
Wed 12 Jul 2023
019: Jason Wenk - Traits of a Great Fiduciary, Flywheel Momentum, & Designing a Business Around Your Life
Today, I’m talking with Jason Wenk, who has spent the past 20+ years working to make financial advice better, more affordable, and accessible to everyone.
He has started and scaled many businesses,…
01:13:51 |
Wed 05 Jul 2023
018: John Ruhlin - The Art & Science of Radical Generosity and Relationship Building
Raise your hand if you’ve ever sent or received a corporate gift? It’s pretty common practice in our industry to receive branded swag as a “thank you for doing business with us.”
The problem is, mos…
01:04:10 |
Wed 28 Jun 2023
017: Amy Porterfield - How Financial Advisors Can Build Digital Courses
Today, I’m talking with the one and only Amy Porterfield. Amy’s a NYT bestselling author and online marketing expert who has helped hundreds of thousands of business owners turn their unique knowledg…
01:04:20 |
Wed 21 Jun 2023
016: Triad Member - How Building a Business that's Bigger than Him Unlocked $250M+ of Growth Annually with Anthony Pellegrino
If you’re an advisor who’s building your business, there’s a very good chance you’ve made some grueling sacrifices in return for growth…
Late nights in the office, working on the weekends, and missi…
01:56:07 |
Wed 14 Jun 2023
015: Corey Westphal - Helping Advisors Master Productivity, Simplify Meetings, & Optimize Data
We’ve all heard it before: “There just aren’t enough hours in the day.”
For advisors looking to run or scale a successful practice, efficiency is crucial — and time is king. Luckily, modern technol…
01:30:17 |
Wed 07 Jun 2023
014: Jamie & Jim Sheils - The Family Board Meeting Framework, Tech-Fasting, & Unforgettable Date Nights
When I first started Triad, there were a lot of unknowns. But one thing was crystal clear in my heart: I refused to build a business that would come at the cost of my family.
I wanted to create a co…
01:12:03 |
Wed 31 May 2023
013: Ian Cron - Using the Enneagram to Lead with Compassion, Strengthen Your Team, & Scale Your Business
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 h…
01:00:59 |
Wed 24 May 2023
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