Is it possible to create lifelong clients who are obsessed with your brand? Dennis Moseley-Williams says yes—but only if you stop selling products and start creating experiences that truly change your clients’ lives. As a thought leader in the Experience Economy and founder of DMW Strategic Consulting, Dennis has helped countless financial advisors stand out in a crowded market by moving beyond transactional relationships.Many advisors fall into the trap of cookie-cutter service models, leaving clients feeling like just another number. This “race to the bottom” commoditizes your work and makes it easy for clients to leave for someone offering a lower price.By emphasizing less marketing and more experiences, Dennis’s approach flips the script and will help you build a cult-like following with an unforgettable brand that truly transforms lives.3 of the biggest insights from Dennis Moseley-Williams …#1.) Sell Experiences, Not Services: Discover Dennis’ 6-step framework for designing transformative experiences that result in lifelong customers. #2.) Find Your Big Idea: Use this simple yet powerful prompt to uncover your big idea and avoid simply copying your competitors.#3.) Harness the Power of Rituals: Learn how intentional rituals, like those used by the Four Seasons, can foster client loyalty and belonging (PLUS a new ritual you should implement in your own practice immediately!).SHOW NOTEShttps://bradleyjohnson.com/94FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Dennis' book, "Serious Shift: How Experience Staging Can Save Your Practice" [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 "94" 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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Have you ever wondered how McDonald’s turned a simple hamburger into the Big Mac—one of the most iconic products in the world? What made them so different from every other hamburger stand that existed? They didn’t just sell ingredients; they sold a process, a unique experience that only they could deliver.Most financial advisors fall into the same trap as the countless hamburger stands that never made it big. They focus on selling “ingredients” like annuities, ETFs, or asset managers. But when your offer looks and sounds just like the firm's down the block, how can clients tell the difference? McDonald’s thrived because they didn’t just sell hamburgers—they sold a Big Mac. And in the same way, the advisors who scale their businesses are the ones who package their expertise into a proprietary, one-of-a-kind process that clients can’t get anywhere else.In this episode, I’ll show you how to do the same for your advisory firm by turning your services into a proprietary, trademarked process that sets you apart in a crowded industry.3 Big Insights from This Episode:1.) Packaging Is Key: Stop listing “ingredients” like tax planning and investment management. Instead, create a proprietary, trademarked process that sets your firm apart and builds trust.2.) Speak Aspirationally, Not Informationally: Clients don’t care about Sharpe ratios or betas—they care about living their dream retirement. Learn to frame your services around the outcomes your clients actually want.3.) Simplify the Complex: Confused prospects never buy. Use clear, tangible demonstrations to take clients from overwhelmed to confident about their financial future.SHOW NOTEShttps://bradleyjohnson.com/93FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Process VS Product Coaching VideoWant to go even deeper on the topic of creating a proprietary process so you can stand out and scale? I'm sharing a video I recorded years ago, that gives bonus insights and case studies to model. If you want access, text the number "93" to 785-800-3235 and we’ll be sure to send you a link to the video. 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.TP1123960879See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Can you scale your business at breakneck speed without sacrificing the service you provide or your quality of life? Triad members Dana and Tyler Dunkelberger from Reliance Financial Partners, have proven it’s possible.Their story is one many advisors will find relatable. Starting as a small team of six, they wore many hats and achieved impressive results, averaging $30M in new assets annually. But with growth came mounting stress, and they eventually hit a plateau. Fast forward to November 2024, they’re on pace for $90M in new assets.But it wasn’t always smooth sailing. Like many advisors, they found themselves stretched too thin—caught in the grind of endless seminars and meetings while struggling to scale sustainably. They were on the verge of total burnout and realized they’d become their own worst enemy.Their solution? A radical shift in mindset that prioritized leadership, strategic hiring, and streamlined processes. The result: 3x growth, happier clients and families, and a thriving business that allows them to truly do business, do life.3 of the biggest insights from Dana & Tyler Dunkelberger …1.) Unlock Growth Through Strategic Hiring: How hiring new staff and nearly tripling their team size has led to Dana and Tyler nearly TRIPLING their growth. 2.) The Secret to Scaling Without Burnout: Learn how redefining roles and implementing smarter systems helped them achieve exponential growth while preserving their time and energy.3.) Process Over Product: See how a simple shift to their approach boosted client outcomes and increased their average case size by 4x.SHOW NOTEShttps://bradleyjohnson.com/92FREE 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.

Ian Cron, author and expert on the Enneagram and addiction recovery, discusses the often-overlooked hidden addictions that financial advisors face. He shares insights about how behaviors like overworking and people-pleasing can be as damaging as traditional addictions. Ian introduces a 12-step framework for balance and personal growth, emphasizing self-reflection and accountability. The conversation also touches on the addictive nature of technology and the importance of community in recovery, all while promoting a more intentional and fulfilling life.

Building a business shouldn’t mean sacrificing your life, but far too often, that’s exactly what happens in our industry. In this live conversation from the FutureProof event, I sit down with my co-founder at Triad Partners, Shawn Sparks, to dig into a different approach—one that lets you scale your advisory business, so you can grow without burning out or missing out on what matters most.Over the years, Shawn and I have seen so many advisors hitting huge milestones—bringing in $50 million, $100 million, even north of $300 million in new assets per year. But the cost? Their time, their health, their families. But it doesn’t have to be this way. We’ve also witnessed advisors reach incredible levels of success without giving up what matters most. In this episode, you’re going to hear some of those stories AND you’re going to learn the 5 transformative principles from Shawn’s new book, The Advisor Transformation—principles that help advisors build businesses that serve their lives, not the other way around.If you’re an advisor looking to build a business of significance—one that enhances your life instead of draining it—this episode is for you.3 of the biggest insights from Brad Johnson and Shawn Sparks…1.) The Five Principle Framework: Discover how these five essential principles drive unlimited growth and help you unlock more fun and freedom along the way.2.) Create a Culture Where Success is Inevitable: The right culture makes success a natural outcome, and Shawn and I share our best advice for building a passionate, value-driven culture and retaining your top talent.3.) The Secret to a Winning Sales Process: Learn how to escape the hamster wheel of non-stop sales meetings and establish a scalable sales process that empowers your team and drives growth.SHOW NOTEShttps://bradleyjohnson.com/90FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Shawn's book, "The Advisor Transformation: The Ultimate Guide to Growth, Freedom, and Joy for Financial Advisors" [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 "90" 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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Discover how long meetings can undermine a financial advisor's credibility. Learn about the game-changing '15-Minute Warning Knock' concept that helps maintain focus and respect time. This framework enhances effectiveness by establishing Authority, Credibility, and Exclusivity. Plus, explore how the final 15 minutes of meetings can reveal clients' true concerns and intentions. Tune in for practical strategies to maximize efficiency and create meaningful client interactions!

Today, I’m sitting down with Triad member Matt Dixon, the founder and CEO of TRU North Advisors, to discuss the blueprint he followed to double his business three years in a row while pursuing a life of true significance. Matt was an independent financial advisor gathering $23 million in new assets in 2021, and today, his team is on track to gather $160 million this year—a staggering 7X growth in just three years! But it’s not just about the numbers.In this episode, Matt dives into how becoming a better leader, setting clear and consistent goals, and staying grounded in humility have been the keys to his success. More importantly, he explains how shifting from chasing success to pursuing significance has transformed not only his business but also his personal life, including major milestones like growing his family.If you're looking to scale your business, evolve as a leader, and create a passionate, purpose-driven team, this conversation is loaded with actionable insights you can start leveraging today.3 of the biggest insights from Matt Dixon…1.) Setting Goals That Lead to Growth: Matt shares how being a lifelong learner and writing down clear, specific goals has been essential to achieving 7X business growth in just three years.2.) Significance Over Success: How to build a profitable business that also blesses others and brings deeper meaning to your life.3.) Build a Business Bigger Than You: Learn how to craft a culture of passionate contributors who grow alongside the business. SHOW NOTEShttps://bradleyjohnson.com/88FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival.I sat down with Tim White, Co-Founder of Wealth.com, and Sara Baker of Triad Wealth Partners to talk about the new tech transforming estate planning for advisors. I know estate planning isn’t the sexiest topic, but Wealth.com is doing some seriously cool things to make it easier for advisors to help their clients.Estate planning is full of legal hurdles and outdated processes. Advisors waste hours manually updating documents, chasing attorneys, and keeping up with changing state laws – it’s frustrating.Their platform does a lot behind the scenes, but it’s all about reducing friction, which is why I know you’re going to love today’s episode.3 of the biggest insights from Tim White & Sara Baker …Find out how Wealth.com automates and streamlines the entire estate planning process, so your team can spend less time on paperwork and more time building client relationships and growing your businessLearn how AI is revolutionizing estate planning – and how you can leverage it to keep your clients’ estate plans current and compliant Hear about how Wealth.com combines cutting-edge tech with a built-in network of legal experts, capable of handling complex cases, saving you the headache of chasing down attorneys. SHOW NOTEShttps://bradleyjohnson.com/87FOLLOW 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 this engaging discussion, branding expert Amanda Brinkman, known for her work with major brands like BMW and for producing 'Small Business Revolution: Main Street,' shares her insights on building a purpose-driven brand. She emphasizes that financial advisors can thrive by incorporating social impact into their business models. Amanda also provides practical strategies for reclaiming time to focus on what truly matters, allowing professionals to align their personal and professional lives with deeper, fulfilling goals.

Today’s episode is a tough one, but an important one. I wanted to take a moment to honor someone who profoundly impacted my life – my friend, John Ruhlin.Tragically, John passed away unexpectedly about 2 months ago at just 44 years old. When I first heard the news, I was in complete shock, and I’ve been doing my best to process it ever since. For those who knew John, you’ll understand when I say he was one of the greatest relationship builders of all time. He had a gift for connecting with people in a way that was truly special. Losing someone like John – a close friend and a larger-than-life presence – makes you reflect on what truly matters in life.I’m heartbroken by his loss, but at the same time, I feel incredibly grateful to have known him. He taught me how to show up differently, how to treat others with genuine care, how to connect on a deeper level, and how to give without expecting anything in return.In this episode, I’m sharing the many lessons John taught me – lessons that continue to shape how I live my life. My hope is that by sharing his wisdom, I can honor his legacy and pass on some of the incredible insights that made John who he was.UPHOLDING JOHN’S LEGACY: 2 WAYS TO GET INVOLVED#1. PLEASE SUPPORT HIS FAMILY Honor John’s legacy and support his family by making a donation. Every little amount helps and will go directly towards taking care of his wife Lindsay, and their four daughters (Reagan, Blakely, Saylor, & Layton – age 4 to 13). CLICK HERE to make a donation.#2. GET THE REFERRAL PARTNER TRANSFORMATION COURSE John deeply understood that becoming 'radically referrable' meant building lasting relationships and staying top of mind when it matters most. He developed a thoughtful, sustainable system for creating meaningful connections and generating referrals. In honor of his legacy and the generosity movement he championed, his team is offering a special discount on the course to DBDL listeners as a way to continue sharing his timeless principles. If you're interested in the course, CLICK HERE.SHOW NOTEShttps://bradleyjohnson.com/85FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.TP09243739596Copyright 2024 Triad Partners, LLC all rights reserved.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.