Do Business. Do Life. — The Financial Advisor Podcast — DBDL 189: Solo – 3 Lessons From 20 Years in Finance (in 12 Minutes)
The bigger your firm gets, the easier it is to lose sight of what made it work in the first place.
I’ve spent 20 years in finance watching firms chase better marketing, sales processes, and growth strategies while overlooking some of the things that quietly determine whether a business gets stronger or loses its identity as it grows.
In this solo episode, I share three lessons that helped us grow Triad from an idea in 2020 to serving 100 firms nationwide—and a simple test for whether you’re building a firm that can truly outlast you.
3 Insights From This Week’s Episode…
#1.) When You're Sick of Saying It, You're Halfway There
Your mission and values can't live on a wall. Brad explains why every new hire and every new client resets the count—and why repeating what you stand for is how you eventually start hearing it repeated back to you.
#2.) Who's Sitting At Your Table?
The people around you can either accelerate where you're going or slow you down. Brad shares why the right table isn't just about surrounding yourself with smart people. It's about finding people who have been where you want to go and are willing to help you get there.
#3.) Save A Seat For The Person You Serve
At Triad, an empty chair sits in every conference room as a physical reminder of the member who isn't in the room. Brad explains how that chair has influenced what Triad builds, how the team makes decisions, and the conversations that happen behind closed doors.
SPONSORED BY BELAY
If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdl
SHOW NOTES
https://bradleyjohnson.com/189
TRIAD SALES LAB
Learn how to break through the ceiling using the framework behind some of Triad’s fastest-growing firms. Discover the sales system that scales and apply right here: https://bradleyjohnson.com/189-triad-sales-lab/
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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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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.
Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.
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