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

The best financial advisors aren’t just experts in finance, they’re experts in people.In this episode, I’m talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection.As an expert at helping advisors uncover the emotional drivers behind their clients’ financial decisions, Brendan explains why advice alone isn’t enough—and what top advisors do differently to drive action. From subtle mindset shifts that deepen trust to science-backed communication strategies that boost follow-through, Brendan shares the human-side skills that can help you become a more effective, empathetic, and influential advisor. 3 of the biggest insights from Brendan Frazier … #1.) Why Most Clients Don’t Follow Advice—And What You Can Do About ItBrendan shares what financial advisors can learn from how doctors treat patients—and why the way you deliver advice often matters more than the advice itself. #2.) The Hidden Skills That Make Clients Feel Truly UnderstoodBrendan unpacks the subtle (but powerful) skills that top advisors use to create trust and connection. You’ll learn how to reset between meetings, why repeating a client’s words is more powerful than praising them, and what neuroscience says about the hidden benefits of curiosity. #3.) The Most Revealing Question You Can Ask in a First AppointmentBrendan breaks down the psychology behind one deceptively simple question: “Why now?” You’ll hear how this question uncovers the real reason a client is sitting in your office—and how it sets the stage for both emotional connection and clear planning.SHOW NOTEShttps://bradleyjohnson.com/119FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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. TP05254535317See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business?Today’s guest has done exactly that—and he’s here to show you how.I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online communities. He’s the creator of Smart Passive Income, a top-rated podcast with over 47 million downloads. He’s also built multiple successful YouTube channels, each tapping into different niches and reaching millions.What really stood out to me about Pat is his willingness to try new things without fear of failure. He’s constantly experimenting, learning from what works (and what doesn’t), and sharing those insights openly with his audience.In this episode, he’s pulling back the curtain on how to build a successful YouTube channel—from creating content that instantly hooks viewers to using YouTube Shorts to skyrocket your reach. If you’ve ever thought about using YouTube to grow your financial firm, this conversation is packed with practical advice you can use. 4 of the biggest insights from Pat … #1.) Proven YouTube Strategies for Explosive GrowthDiscover the YouTube strategies Pat uses to drive massive growth—including how to master hooks, stand out in a crowded market, storytelling techniques, build loyal communities, leverage trending topics, and balance long-form videos with Shorts.  #2.) From 0 to 2.5 Billion Views in 300 DaysPat reveals how he launched a Pokémon YouTube channel (without any experience in that niche) and scaled it from 0 to 2.5 billion views in just 300 days. His story is a masterclass in rapid experimentation, finding your niche, and doubling down on what works. #3.) Using Challenges to Drive Engagement and Attract ClientsPat revealed how to use online challenges to turn passive viewers into engaged followers. These challenges can become powerful case studies that showcase your expertise and attract new clients. #4.) Lean Learning: Achieve More by Learning LessInstead of trying to learn everything, Pat practices “Lean Learning,” focusing on one skill at a time until he masters it. This approach has helped him scale multiple businesses. Financial advisors can apply the same strategy—whether it’s building a YouTube channel, leveraging AI, or becoming a better leader—by going deep on one skill that drives real results.SHOW NOTEShttps://bradleyjohnson.com/118FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a signed copy of Pat’s book, "Lean Learning: How to Achieve More by Learning Less" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "118" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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. TP05254485420See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Judd reveals in this episode.Alex spent years at the Dave Ramsey organization as the former host of the EntreLeadership Podcast, giving him the opportunity to learn from one of the most influential names in personal finance. He saw firsthand how Dave empowered his team, fostered a culture of accountability, and scaled a personal brand into a massive organization—all without losing control.Eventually, Alex launched his own venture, carrying those lessons with him. As the Founder & CEO of Path for Growth, he now offers community, coaching, and experiences for impact-driven leaders.In this episode, you’ll learn how to go from being an advisor working in your business to becoming the CEO who actually leads it—mastering delegation, building systems that run smoothly, and creating a business that thrives without your constant oversight.4 of the biggest insights from Alex…1.) The Artist’s Trap: Why Your Personality Isn’t a Business Model Most entrepreneurs start as the “artist” in their business—personally handling everything because they’re great at what they do. But Alex reveals why this approach is a trap. If your business depends entirely on your talent, energy, and personality, it’s not scalable. Alex shares how to escape the artist’s trap and become a true leader—one who builds a business that runs smoothly, even when you’re not in the room.2.) Healthy Accountability Drives GrowthAlex explains how to create a culture of feedback where team members feel empowered rather than criticized. Discover the system he uses to give feedback and measure team performance without hurting morale.3.) The 4-Steps to Operationalizing Your Business Alex walks through his 4-step process to make excellence predictable and repeatable: Standardize, Document, Evaluate, and Improve. Whether you’re running a team of 5 or 50, this framework will help you scale without chaos.4.) How Founders Can Delegate Their Unique Skills and TalentsMany founders struggle to delegate their strongest skills because those talents come naturally to them. But Alex shares how to break this barrier by identifying your core strengths, distilling them into clear, teachable processes, and empowering your team to replicate them. He reveals why your greatest strengths can become your greatest bottleneck if not properly transferred.SHOW NOTEShttps://bradleyjohnson.com/117FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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. TP05254485404See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Live from Triad’s Scale Summit in Atlanta, I got the opportunity to sit down with two Triad members who are driving SHP Financial’s incredible growth—founding partner Keith Ellis Jr. and Chief Operating Officer Michelle Short.In this behind-the-scenes conversation, we unpack how SHP went from a 4-person startup to a 55-person firm who gathered $380M of total assets in 2024, growing to $1.6B of AUM. You’ll hear how they scaled without burning out, built career tracks that turned interns into $80M producers, and created a culture-backed onboarding system that scales consistency, deepens trust, and reinforces what makes SHP different. 3 of the biggest insights from Keith and Michelle… #1.) How SHP Gathered $380M of Total Assets in 2024SHP didn’t grow by grinding, they grew by stepping back. Instead of meeting with every client, SHP’s founders focused on high-net-worth clients while their team of specialists handled planning, follow-up, and client management. The result? $380M of total assets without burnout or bottlenecks. #2.) The Onboarding System That Scales Consistency, Trust, and ReferralsEvery SHP hire starts with a Vision Session, a 1:1 with a partner, and a deep dive into the firm’s culture handbook. From “Shipmates” to Enneagram walls, everything is built to align the team and protect the client experience. That’s how SHP builds internal trust—and earns referrals without ever asking. #3.) SHP’s 3-Tier Client Model That Protects Founder TimeBy segmenting clients into three tiers, SHP ensures their founders only meet with $2.5M+ prospects—while newer advisors gain reps with clients under $1M. The result? More capacity, clearer career paths, and 4x the asset growth with half the meetings.SHOW NOTEShttps://bradleyjohnson.com/116FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Setbacks aren’t a possibility, they’re a promise. Things will break. People will disappoint. Plans will unravel.Yet we act surprised, as if hardship wasn’t part of the deal.But what if the real problem isn’t the setback itself, it’s believing it wasn’t coming?In this solo episode, I share the single most important mindset shift I’ve made since becoming an entrepreneur—one that’s helped me lead through sleepless nights, personnel challenges, and the unpredictable highs and lows of building a business from the ground up.It all started with a passage from Ryan Holiday’s The Daily Stoic: “The glass is already broken.”That simple idea changed how I view problems. And more importantly, how I prepare for them.I’ll unpack what it means, how I’ve applied it in business and life, and how you can use it to build systems that keep you calm, clear, and confident—especially when things don’t go according to plan. 3 of the biggest insights from Brad… 1.) Setbacks aren’t optional, they’re inevitable. When things break, most leaders react with stress, blame, or panic. But those emotions disappear when you start planning for problems instead of wishing they won’t happen. 2.) “The glass is already broken.” It’s a simple, powerful mindset shift. Accept the fall before it happens, and you won’t be rattled when it does. 3.) Great leaders don’t avoid problems. They build systems to face them with calm, clarity, and confidence.SHOW NOTEShttps://bradleyjohnson.com/115FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if AI could save you an extra 8–10 hours a week? I’m talking about actual time back. Without adding headcount or overhauling your process.That’s what today’s guest, Steven Latow, is helping advisors do. He’s the VP of Operations at Zocks, an AI assistant built specifically for financial advisors. But Zocks isn’t just a note-taker. It automates meeting prep, takes detailed notes from virtual, in-person, and phone conversations, captures action items, and even drafts client follow-ups—without recording a thing. It also integrates directly with your CRM to keep records updated, create tasks, and kick off workflows automatically.In this conversation, we unpack how top advisory firms can leverage AI tools (including Zocks) to save time, streamline operations, and scale in a way that’s actually sustainable.Steven makes one thing clear: AI isn’t here to replace you, it’s here to free you up to do more of what only you can do.If you’re looking to grow your firm without growing your hours, this one’s worth a listen.3 of the biggest insights from Steven Latow …1.) You don’t need to hire more staff to get your time backSteven shared how some advisors are saving 8–10 hours a week just by automating what happens after client meetings—like notes, tasks, and follow-ups. That’s a full workday, without adding headcount.2.) AI is becoming the ultimate utility player on your teamIt’s helping advisors tag client interests, prep for meetings, even support smooth handoffs from senior to junior advisors. Whether you're growing or transitioning your firm, this tech quietly fills the gaps.3.) Most CRMs are just holding info—AI helps make it usableSteven broke down how AI is turning flat, static data into dynamic profiles that actually fuel your planning and marketing. The data’s already there, you just need a smarter way to use it.SHOW NOTEShttps://bradleyjohnson.com/114FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a 10% discount on the Zocks platformUse discount code DBDL10 for 10% off when you sign up to Zocks—the AI assistant built specifically for financial advisorsFOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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. Triad partners is a Zocks client and is also a Zocks Ambassador.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion.That’s not luck, it’s strategy!But how do these deals actually happen? Who’s behind them? And why are pro sports teams becoming the ultimate alternative investment?In this episode, I’m talking with Andrew Woodward—former right-hand to Leigh Steinberg, the real-life inspiration behind Jerry Maguire—to explore one of the most exclusive asset classes on the planet: professional sports teams.Andrew is now a key figure at Game Plan, an investment bank that helps broker deals for NFL, NBA, MLB, and NHL franchises. And in this conversation, he reveals how these deals are sourced, why valuations keep exploding, and what advisors can learn from it all.From ownership structures and revenue streams to the rise of private equity in sports, this episode pulls back the curtain on how billion-dollar teams really get bought and sold. The biggest insights from Andrew Woodward …1.) How NFL Agents Earn Trust (and Referrals) for LifeLeigh Steinberg didn’t become the inspiration for Jerry Maguire by luck. Andrew shares the relationship-building playbook he learned from Leigh—and how trust, not tactics, is what lands high-profile clients. 2.) Why Pro Sports Teams Are the Ultimate Alt InvestmentThese assets aren’t just trophies, they’re smart plays in a scarce, high-demand market. Andrew explains the drivers behind skyrocketing team valuations and what makes them so appealing to sophisticated investors. 3.) The Revenue Streams Behind Billion-Dollar TeamsFrom ticketing and sponsorships to media rights and real estate, today’s franchises generate income across multiple verticals. Andrew breaks down how these revenue engines work—and what advisors can learn from the way pro teams diversify and scale. 4.) How Private Equity Is Opening the DoorWith team valuations on the rise, leagues are embracing private equity in new ways. Andrew unpacks how this shift is creating more access points for investors.SHOW NOTEShttps://bradleyjohnson.com/113FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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. TP04254372644See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if your best year in business was also your breaking point?That’s exactly where Nico Pesci found himself in 2021. His practice was booming, but between 50+ client meetings a week, late-night emails, and missed time with family, the cost was high. He was burning out. Fast.In today’s conversation, Nico opens up about the wake-up call that made him rethink everything—and how he rebuilt a business he could scale without sacrificing himself in the process.You’ll hear how he went from running Pesci Financial as a solo advisor to launching Momentum Wealth, a firm grounded in purpose, systems, and team. We talk about how he shifted from selling products to helping clients design a retirement they actually want, the mindset shifts that helped him let go of control, and how the death of a close friend reminded him what really matters.This was a great conversation that will challenge you to pause, reflect, and ask: Am I building a business that’s actually worth it?5 of the biggest insights from Nico Pesci …1.) What 50+ Meetings a Week Really Cost HimNico opens up about the burnout that came after his biggest production year ever—and how hitting $75M in new assets became the wake-up call that forced him to redefine success.2.) Turning a Personal Brand into a Purpose-Driven FirmDiscover how Nico’s shift from Pesci Financial to Momentum Wealth marked more than a rebrand, it was a mindset transformation from ego-driven achievement to team-led legacy.3.) Why Hiring Felt Risky—But Paid Off BigScaling from 5 to 15 team members wasn’t easy. Nico shares how he overcame the common advisor fear of “I can’t afford to hire” and ended up with more time, more happiness, and more profit.4.) The Power of Slowing Down to Build Systems That ScaleLearn how slowing down to build internal processes became the key to accelerating growth—and why Nico believes systemizing is what separates sustainable success from lucky sprints.5.) Real-World Examples of How Advisors Can Use AIFrom onboarding to client communication, Nico reveals how his team is experimenting with AI to improve systems, reduce workload, and elevate the client journey in ways that scale.SHOW NOTEShttps://bradleyjohnson.com/112FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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. TP04254364012See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ten years ago, I thought success was all about the numbers — AUM, revenue, production, etc. But after two decades in the industry and thousands of conversations with advisors, I’ve seen behind the curtain.I’ve met advisors making millions who are secretly miserable… and others earning far less who are truly winning in every category that matters.In this short solo episode, I’m sharing the 5 hard truths I wish someone told me earlier — the same ones we now teach inside Triad. These are the lessons that helped me (and the advisors we coach) grow faster, lead better, and actually enjoy both the business and the life we’re building.5 Lessons to Succeed as a Financial Advisor …1.) Relationships Beat RevenueEarly on, I was chasing numbers — production, AUM, call volume. But the most fulfilled advisors aren’t chasing clients; they’re building real relationships. The kind that go beyond the portfolio and into family, values, and legacy. When you lead with service, the business takes care of itself.2.) Simplicity Sells. Complexity RepelsTop advisors take complex ideas and make them simple. Visuals, frameworks, and analogies aren’t gimmicks, they’re how you create clarity. And clarity builds trust. If a prospect doesn’t understand your value, they won’t pay for it. Clarity creates confidence3.) Growth Without Alignment = BurnoutYou can build a business that looks great from the outside and be miserable on the inside. I’ve seen it too many times. Growth only works if it aligns with your life. If your business doesn’t support your values, family, or well-being, it’s just a matter of time before burnout hits.4.) Proximity is PowerYou don’t need all the answers, but you do need the right people around you. I’ve seen entire businesses transform because an advisor got in the right room, asked the right questions, and stayed curious. Proximity accelerates growth. Don’t go it alone.5.) Advisors Are Leaders (Not Just Planners)Advisors aren’t just here to give advice. You’re here to lead. To guide families through fear, change, transitions, and uncertainty. If you only give advice, you inform. But when you lead with vision and empathy, you transform. That’s the difference between a commodity and a category of one.SHOW NOTEShttps://bradleyjohnson.com/111FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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. TP04254372578See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most leaders struggle to keep top talent. Why? Because when employees don’t feel engaged or fulfilled, they often start looking for better opportunities elsewhere.And while competitive pay matters, it’s not the only reason people stick around. What if the real key to retention was helping your team achieve their personal dreams?In this episode, I’m talking with Dane Espegard, a leadership expert, Cutco-Vector entrepreneur, and the author of The Dream Machine. Dane has built one of Cutco’s most successful sales teams—not by micromanaging or driving harder, but by creating a company culture that makes people want to stay.Dane’s Dream System flips traditional leadership on its head. Instead of just setting company goals, he helps his team identify and achieve their personal dreams, leading to higher engagement, loyalty, and performance. The results? A thriving team that’s deeply invested in the company’s success, because they know the company is committed to theirs.3 of the biggest insights from Dane Espegard …#1.) Stop Postponing Life & Start Retiring NowWhy “someday” is the biggest retirement risk and how small, intentional lifestyle shifts can create freedom long before the traditional retirement age—for both you AND your clients.#2.) The Dream Tracking System That Motivates & Inspires TeamsA simple yet powerful framework for helping your team achieve personal dreams—while boosting engagement and performance at work.#3.) How to Build a Workplace Culture That Spouses Brag AboutDane uncovers the secret to creating a company culture so strong that employees talk about it at home, increasing retention and deepening loyalty.SHOW NOTEShttps://bradleyjohnson.com/110FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get Dane's 1000+ Dreams Spreadsheet - a simple tool to help your team dream bigger!To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "110" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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. TP4254352708See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.