Do Business. Do Life. — The Financial Advisor Podcast — DBDL 139: Daniel Crosby - The Psychology Behind High-Growth Financial Advisors (Live from Future Proof)
Live from Future Proof, I sat down with my friend Dr. Daniel Crosby to talk about the psychology behind the fastest-growing advisors in our industry.
Daniel had spent time with a number of Triad members who were doubling, tripling, even quadrupling their firms — and he wanted to understand what was driving that kind of growth. What he found wasn’t a secret tactic or marketing hack. It was mindset.
In this conversation, we get into what separates advisors who stay stuck from those building thriving, high-growth firms built on belief, culture, and intention. We talk about how mindset drives growth, how language creates culture, and what it really takes to go from being a great advisor to being a great CEO.
3 of the biggest insights from Brad Johnson & Daniel Crosby…
#1.) Growth Starts with Mindset, Not Marketing
I see a lot of advisors use the term “lifestyle practice” as a way to justify staying small. The truth is, that mindset keeps you stuck. If you want to attract top talent and grow something meaningful, you’ve got to think more like a professional sports team—always recruiting, always building, always chasing the next level.
#2.) What Culture Really Means (And How to Build It)
Everyone talks about culture, but few people actually define it. To me, real culture lives at the intersection of growth and belief. It’s not top-down—it’s built through shared language, lived values, and the behavior you model every day. You can’t just write it on the wall; you’ve got to be it.
#3.) The Path from Advisor to CEO
If you want to scale beyond yourself, you’ve got to evolve how you think and lead. I walk through the four stages every advisor goes through—from “advisor in charge” to true CEO—and how each stage requires more structure, more delegation, and a team that’s empowered to think, not just execute.
SHOW NOTES
https://bradleyjohnson.com/139
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