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

From protecting quarterbacks to protecting retirements, Triad Member, Terence Brown never stopped being a left tackle.After a career playing Division I football at BYU and a stint in the pros, he transitioned into financial services and brought his team-first mindset with him. Today, he leads Left Tackle Advisors—a fast-growing planning firm where protecting people’s blind sides isn’t just a tagline, it’s deeply embedded in the culture.In this episode, Terence shares how he evolved from high-volume product sales to a planning-first model. He doesn’t serve as many people, but the relationships got deeper, the work got better, and the clients got bigger.He unpacks how that transition fueled growth from $5M to $33M in annual new assets, how intentional language transformed his team’s culture, and why the advisors who win long-term will be the ones who build real relationships—not just retirement plans.3 of the biggest insights from Terence…#1.) Why Language Matters More Than You ThinkTerence calls his clients “teammates”— and that one change has transformed the culture of his firm. His team doesn’t “serve clients”; they protect their teammates. That small shift in language has created deeper connection, more ownership, and a community retirees actually want to be part of.#2.) Feedback Is a Superpower (If You Can Get Over Your Ego)Every athlete watches game film to improve. Terence brings that same philosophy into his business—recording every seminar, prompting AI to coach him, and treating every piece of feedback like a gift. His secret? Separating the message from the messenger so growth doesn’t get blocked by ego.#3.) Solve Bigger Problems, Serve at a Deeper LevelBy shifting from a product-driven model to holistic planning, Terrence increased his average client AUM to over $700K — a significant jump from the smaller transactional accounts he started with. Fewer clients. Bigger impact. Stronger relationships. That’s how he’s building a firm and a legacy that lasts.SHOW NOTEShttps://bradleyjohnson.com/128FREE 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.Terence Brown is an Investment Adviser Representative of Coppell Advisory Solutions LLC, dba, Fusion Capital Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Insurance and annuity products are not sold through Fusion Capital Management. Fusion does not endorse any annuity or insurance product, nor does it guarantee any insurance or annuity performance. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from Fusion's investment advisory fees. TP08254635397See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

So, you’ve built a team… but you’re still the one putting out fires, making all the decisions, and carrying the whole business on your back.That’s because most leadership models are built top-down. The founder makes the calls. The team waits for direction. And over time, the business becomes more dependent on you—not less.Keith Ferrazzi has spent two decades helping leaders break out of that trap. After coaching thousands of teams and running 3,000+ diagnostics, he found that leadership alone isn’t enough. The highest-performing organizations operate through teamship—a shift from hierarchy to shared ownership, where teams push each other higher and drive results together.You might recognize Keith from his bestselling books like Never Eat Alone or Leading Without Authority. His latest book, Never Lead Alone, breaks down the 10 key shifts that help teams lead together, instead of leaning on one person to carry the load.In this episode, we get into what those shifts look like in real life. From peer-to-peer coaching to energy checks to open feedback loops, Keith shares the simple practices that help your team show up, take ownership, and lead alongside you—not behind you.3 of the biggest insights from Keith…#1.) The Peer Coaching Framework That Unlocked 50% Growth at MerrillKeith’s 5-5-5 peer-to-peer coaching model helped Merrill Lynch advisors boost net new accounts by 50%—not through top-down management, but by creating safe, structured peer groups that crowdsource solutions and accelerate breakthroughs. It’s a repeatable system any advisory team can implement to grow faster and smarter.#2.) Stop Leading Alone—Start Co-ElevatingKeith’s newest book, Never Lead Alone, flips traditional leadership on its head. Instead of top-down command, he shows how elite teams grow faster when they hold each other accountable, run energy checks, and give honest feedback without fear. This is how teams co-elevate—and outperform.#3.) Why AI Will Replace Advisors Who Don’t EvolveKeith doesn’t sugarcoat it—AI is coming for the average advisor. But for those willing to lean in, it’s a multiplier. Learn how to become a “black belt” in AI, build smarter communities, and use technology to deepen—not replace—your human relationships.SHOW NOTEShttps://bradleyjohnson.com/127FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get copies of Keith’s book, "Never Eat Alone" AND "Never Lead Alone" [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 "127" 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. TP07254657194See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Why do most financial advisors keep hiring the wrong people, despite their best efforts?After 20 years in this industry, I can tell you it’s one of the biggest challenges advisors face: finding and keeping the right talent. And if you’ve ever felt like you're stuck with the wrong team, constantly putting out fires, or doing everything yourself… you're not alone.In this episode, I’m breaking down the 3 biggest hiring mistakes that prevent advisors from building a team that scales with them—and how to fix each one. You’ll get a behind-the-scenes look at the exact systems we use at Triad to attract top talent, avoid burnout, and buy back your time.3 of the biggest insights from Brad Johnson…1.) Mistake #1 – No Roadmap, No VisionMost advisors try to scale without an org chart, a long-term vision, or a clear team structure. Brad explains why that creates chaos—and how future-casting your growth forces better hiring decisions today.2.) Mistake #2 – You’re Using Names, Not RolesIf you’re still asking “What should Joe do?” instead of “What role do we need filled?”—you’re already behind. This mindset leads to burnout, bottlenecks, and a team full of generalists. Brad breaks down how to flip this, so you’re not stuck putting out fires every day. 3.) Mistake #3 – No Clear or Repeatable Hiring ProcessBrad shares Triad’s exact step-by-step hiring process—from screening for culture and skillset to a final gut-check interview with trusted team members. You’ll also learn why founders should be the last person in the interview room, not the first.SHOW NOTEShttps://bradleyjohnson.com/126FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW 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. TP07254657171See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

You’re growing your business, but is your marriage growing with it?In this special conversation, Sarah and I sat down with Christa Hardin—licensed therapist, Enneagram expert, and host of The Enneagram + Marriage Podcast—to share the behind-the-scenes story of how we almost separated just months after launching Triad. We talk about how the Enneagram, therapy, and a Sunday morning ritual helped us rebuild our relationship from the ground up.We open up about our journey from high school sweethearts to partners raising a family and scaling a fast-growing company—while navigating the emotional ups and downs of entrepreneurship and marriage.We get real about what it took to go from tension and resentment to connection and respect, and how we now support each other emotionally, practically, and professionally.If you want to build a business and a home life that both thrive, this episode is for you.3 of the biggest insights from Brad and Sarah…#1.) Therapy Isn’t a Sign of Struggle, It’s a Sign of StrengthWhat started as a tough talk in Napa turned into weekly therapy that helped Brad and Sarah reconnect—and gave their kids a model of what healthy relationships look like. Therapy isn't a weakness. It’s what showing up really looks like. #2.) Hire an EA Who Manages Life, Not Just BusinessMost entrepreneurs use their EA for scheduling. Brad uses his to protect his marriage. By looping Sarah into calendar decisions, they built a system that prevents business from overrunning family and stops resentment before it starts.#3.) How Enneagram Helped Them Understand (Not Fix) Each OtherBrad’s a 7 (The Enthusiast). Sarah’s a 6 (The Loyalist). The Enneagram helped them move from conflict to collaboration, turning their differences into a strategic advantage, at home and in business.SHOW NOTEShttps://bradleyjohnson.com/125FOLLOW 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.

In our industry, family-run firms are common. But handing the business down to the next generation is rarely seamless.Triad Member Ben Grosko knows that firsthand. After years of saying no to joining his dad’s financial firm, he eventually stepped in—not just as an advisor, but as the eventual successor to a decades-long legacy.Since joining the firm in 2015, Ben has helped drive serious growth. That kind of transformation didn’t come from grinding harder—it came from smarter systems, a unified client experience, and a true team-first approach.In this episode, Ben opens up about what it really takes to navigate succession in a family business, scale sustainably, and build something bigger than yourself.3 of the biggest insights from Ben Grosko …1.) Succession Planning: How to Pass the Baton Without Dropping ItSuccession planning in a family business is never simple. Ben opens up about how they slowly shifted roles, responsibilities, and leadership, without letting the business fall apart.2.) Scaling The BusinessSince joining the firm in 2015, Ben has helped drive serious growth. He unpacks the systems, tech, and planning process upgrades—like eMoney and Riskalyze—that fueled that scale and created a more consistent client experience.3.) From I to We: Empowering The Entire TeamThe biggest unlock? Moving from an “I” to a “We” mindset. Ben reveals how a team-first model—with defined roles, clear career paths, and shared ownership—freed up advisors to focus on what they do best and gave the entire firm room to scale without burnout.SHOW NOTEShttps://bradleyjohnson.com/124FREE 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. TP07254613392See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if the key to growth wasn’t more leads, but deeper relationships?Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never Eat Alone, the book that completely redefined how we think about networking. Together, they created the Beyond Connections program, which helps leaders turn those principles into real-world practice through action, community, and systems that actually scale trust.In this episode, we unpack how advisors can move beyond surface-level connections and outdated networking tactics, and start building real, reciprocal relationships that compound over time.Ronen shares how to replace scattered follow-ups with a repeatable relationship system—built on generosity, structure, and consistency. You’ll learn how to stay top of mind with the right people, deepen trust over time, and turn your network into the most valuable asset in your business.3 of the biggest insights from Ronen …#1.) A Simple System to Strengthen Key RelationshipsRonen shares a simple but powerful system for relationship management: use a “second brain” to quickly capture key details after every conversation—whether it’s a voice memo, note, or text to yourself—then block time each week to follow up, add value, and stay connected with your most important relationships. Paired with a dashboard to track touchpoints and relationship strength, this system keeps you consistent, intentional, and top of mind.#2.) How to Measure (and Deepen) Relationship Quality Over TimeInstead of categorizing contacts by titles or roles, Ronen introduces the RQ framework—from RQ1 (a new connection) to RQ5 (an inner-circle lifeline). It’s a simple but powerful way to know who you should be investing in, and how often.#3.) Hosting Dinners That Create Connection and Open DoorsTired of stale networking events? Ronen breaks down the “Jeffersonian dinner” format—a structured, one-conversation experience that helps you connect high-level guests, spark meaningful discussion, and become the hub of your network.SHOW NOTEShttps://bradleyjohnson.com/123FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a 15% discount on Ronen's 8-week program, "Beyond Connections."To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "123" 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. TP06254535343See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if the biggest threat to your culture was the language you use?As your firm scales, the way you talk about the people on your team can either create clarity or chaos. In this solo episode, I share a painful but powerful lesson I learned while building Triad Partners—from an underperforming team member we were too afraid to let go, to 100+ A-players aligned to a clear mission.You’ll hear the exact mistake we made, why we had to course-correct fast, and how shifting a single word completely transformed how we hire, lead, and hold people accountable.If you’re trying to scale your business without sacrificing your team’s trust or performance, this episode is for you.3 of the biggest insights from Brad Johnson …#1.) Why “Family” Sends the Wrong MessageCalling your team a “family” feels inclusive, but it clouds expectations. It creates hesitation when tough decisions need to be made and sends mixed signals about what’s acceptable. Replacing “family” with “team” gives you the clarity and confidence to lead with consistency.#2.) Families Blur Boundaries but Teams Require ThemIn a family, you show up no matter what, even when standards slip. But in business, that thinking weakens accountability. Teams work best when expectations are clear, responsibilities are defined, and everyone knows what it means to pull their weight.#3.) Belonging Should Be Earned, Not AssumedIn a family, you belong by default. On a team, you earn your spot by aligning with the mission. This mindset shift helps you attract the right people, foster buy-in, and build a culture where everyone’s rowing in the same direction.SHOW NOTEShttps://bradleyjohnson.com/122FOLLOW 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.

As a financial advisor, you’re taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don’t actually want?In this episode, I’m talking with Derek Coburn—longtime advisor and author of Let’s Retire Retirement—to talk about how changing that one question can completely shift the way you serve your clients.Derek makes a strong case that instead of chasing some number or arbitrary retirement date, we should be asking: Do you even want to retire? And what are you putting off today for a future that might not play out the way you imagine?He shares why helping clients stay engaged in purposeful work—even part-time—can reduce financial pressure, increase fulfillment, and create more space for what matters most right now.Great advising isn’t about getting clients to the end, it’s about making the in-between years count.3 of the biggest insights from Derek Coburn …#1.) Why “Un-Retirement” Is on the RiseRoughly 25–30% of retirees are returning to work. Not because they need the money, but because they miss purpose, connection, and contribution. Derek explains why it’s time for advisors to stop assuming retirement is the goal and start asking if it’s even the right fit.#2.) The Time Machine Effect: Would You Pay to Go Back in Time?Derek shares a powerful thought experiment: how much would you pay to go back in time for just one more night with your kid at age 10? It’s a reminder that time, not money, is our most valuable asset. As advisors, helping clients reframe retirement isn’t just a financial strategy, it’s a chance to give them more life in their years right now.#3.) How to Attract Clients You Actually Want to Work WithIf you’re taking on clients just to hit a number, it’s only a matter of time before your calendar is filled with people who drain you. Derek shares how he shifted from goal-chasing to values-aligned client growth—and why that mindset leads to both fulfillment and better results.SHOW NOTEShttps://bradleyjohnson.com/121FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a copy of Derek’s book, "Let’s Retire Retirement" [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 "121" 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. TP06254535327See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt?That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks.Despite undergoing major surgery, radiation, and months of recovery, Dylan’s firm outpaced the previous year on a pro rata basis. He shares the systems that made that possible, and the shift that helped him stop operating as a one-man show.More importantly, his experience reshaped how he advises clients—especially those who are financially set but emotionally stuck. Dylan unpacks the reason retirees struggle to spend without guilt, and why most people look back with one regret: “I wish I’d done more while I still could.”3 Big Insights from Dylan …#1.) A Business That Runs Without You Isn’t Optional—It’s a NecessityDylan’s battle with cancer revealed what most advisors don’t realize until it’s too late: If your business can’t grow without you, you don’t own a business, you own a job. Discover the systems, hires, and mindset shifts that allowed his firm to scale, even during the most challenging season of his life.#2.) Why Most Retirees Live Like They’re Broke (Even When They’re Not)Dylan reveals how fear and a lack of planning keeps wealthy retirees from spending money. He explains the simple mindset shift (and plan) that gives clients permission to enjoy their wealth—without guilt or anxiety.#3.) Seminars vs. Educational Events: What Actually Builds Trust?Dylan explains why he transitioned from pitch-heavy seminars to education-first events—and how that subtle shift from selling to teaching created instant trust, sparked better conversations, and led to stronger long-term relationships with prospects.SHOW NOTEShttps://bradleyjohnson.com/120FREE 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. TP06254535313See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.