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

101: Michael Hyatt, Megan Hyatt-Miller, & Brad Johnson - Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Double Win Podcast)

Jan 29, 2025

Michael Hyatt, a productivity guru and leadership author, alongside his daughter Megan Hyatt-Miller, an expert in work-life integration, share transformative insights on achieving success without sacrificing personal fulfillment. They discuss the shift from a sales-focused approach to a leader's mindset, emphasizing the importance of business culture in driving success. Brad Johnson joins to reveal how financial advisors can escape the hustle cycle, build sustainable businesses, and create supportive communities to thrive both personally and professionally.

59:06

Episode guests

Megan Hyatt Miller

Michael Hyatt

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Prioritizing family time over financial success prompts a mindset shift towards achieving true fulfillment in both personal and professional life.

Transitioning from a sales-driven mindset to a CEO role requires empowering team members and focusing on leadership development for sustainable growth.

Cultivating a positive business culture is essential for organizational success, emphasizing collaboration, alignment with values, and conflict avoidance.

Deep dives

The Value of Time Over Money

The speaker reflects on a pivotal moment when he realized that despite achieving financial success, he was sacrificing quality family time, which he deemed more valuable. After counting the nights he would spend away from home for work, he began to question the true meaning of success. This introspection led him to prioritize time spent with his family over monetary gains, suggesting a transformative mindset shift. He concluded that true success should not come at the expense of personal life and relationships.

Intro

4min

Navigating Success and Fulfillment

29min

Embracing Challenges on the Path to Success

6min

Breaking Free from the Hamster Wheel: Building a Sustainable Business

5min

Navigating Leadership Challenges

12min

Building a Supportive Community for Financial Professionals

3min

If your business is taking over your life, it’s time to step back and rethink the playbook. Success shouldn’t come at the cost of everything else. The good news is, it doesn’t have to—and I’m the living proof.

In this episode, the tables are turned as I take the guest seat on Michael Hyatt and Megan Hyatt-Miller’s podcast, The Double Win. We dive into my journey of building Triad Partners—the company I co-founded to help independent financial advisors grow their businesses without losing sight of what really matters.

We cover everything from transitioning from a sales-driven mindset to a CEO role, to the importance of therapy for high-achieving entrepreneurs, to why business culture will make or break your success.

I hope this conversation gives you practical insights and fresh perspectives to help you break free from the hustle trap.

3 of the biggest insights from Brad Johnson & Michael Hyatt …

#1.) Breaking Free from the Hustle Hamster Wheel

Many financial advisors build a business only to find themselves working more hours than ever. We talk about the common cycle of “market, sell, repeat” and how to escape it by structuring your business to scale beyond you.

#2.) The Mindset Shift from Salesperson to CEO

Scaling a business isn’t just about bringing in more clients—it’s about shifting from a doer to a leader. I share the biggest leadership lessons I’ve learned while growing Triad from the ground up and building a 100-person team in just four years.

#3.) Culture Is Everything

Hiring the best talent is important, but if they’re not a culture fit, they’ll do more harm than good. We break down how Triad built a movement around Do Business, Do Life and why culture is the ultimate competitive advantage.

SHOW NOTES

https://bradleyjohnson.com/101

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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.

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