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

Today, I’m talking with Jason Wenk, who has spent the past 20+ years working to make financial advice better, more affordable, and accessible to everyone. He has started and scaled many businesses, including FormulaFolios, which managed over $3.2 billion and was named the fastest-growing private company in the country by Inc. magazine 4 years in a row.Today, he is the founder and CEO of Altruist, which is a modern custodian for independent financial advisors.In this episode, Jason shares his early journey building businesses in the financial services industry and how he went from unhappy and burnt out to hitting the reset button to pursue a more meaningful life on his terms.  3 of the biggest insights from Jason Wenk… The “Core Desires” exercise Jason used to go from an unhappy and burnt out financial advisor, to taking a leap of faith and building a business that serves his life.  The characteristics of a great fiduciary advisor and how to avoid biases so you can serve your clients at the highest possible level.  Discover The Flywheel Effect and how you can use it to measure what matters most and build massive momentum for your business.JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/19FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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 obligationsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Raise your hand if you’ve ever sent or received a corporate gift? It’s pretty common practice in our industry to receive branded swag as a “thank you for doing business with us.”The problem is, most of the time, it’s meaningless junk. I don’t know about you, but a key chain or mug with a big company logo on it, doesn’t really make me feel appreciated.While sending gifts like this is a well-intentioned act, it’s actually doing you and your business more harm than good.If this has been your approach to loving on your clients, team, and the people in your life who matter most, I’m here to tell you that you’re doing it wrong. And btw, I’m not here to judge… I’m totally guilty of giving gifts like this too!It was only after meeting today’s guest, John Ruhlin, that I started honing my skills in the art of gift giving.If you’re unfamiliar, John is a Gifting Expert and author of Giftology, a methodology that’s been used by some of the largest companies and pro sports teams in the world.In this episode, he’s going to share how you can use his system to cut through the noise, increase referrals, and strengthen relationships with the people who matter the most.If you want to win the hearts and minds of influential people, attract your ideal clients, and enjoy the benefits of a growing business and meaningful relationships, both personally and professionally, this episode is for you! 3 of the biggest insights from John Ruhlin … Why price tags have nothing to do with effective gift-giving — and how to craft a personalized gift that will move your relationships forward and leave a presence in your absence for years to come. Could sending golf balls and polos have a negative effect on developing relationships with key prospects? Learn why company-branded items can reduce your status in the eyes of the recipient — and what to send instead. Statistically, only 10%-20% of widows stick with their financial advisor after a spouse passes away. The data illustrates a key point — doing business with someone means doing business with their inner circle, too. Hear how you can use gift-giving to turn close relationships of key clients into your biggest allies. JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/18FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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, I’m talking with the one and only Amy Porterfield. Amy’s a NYT bestselling author and online marketing expert who has helped hundreds of thousands of business owners turn their unique knowledge into recurring revenue streams through scalable digital courses.As a financial advisor, why does that matter? Well, as I’m sure you’ll agree, your time is valuable, and unlike coaching one-on-one, a course is an opportunity to share your knowledge at scale, while also reaping the benefits of expanding your reach. At Triad, Amy’s frameworks have been a super intuitive way for us to take everything we coach on and package it up into something that adds value and is easily accessible for our members. In this episode, you’ll hear Amy walk through the 3 main types of digital courses, the questions to ask yourself to uncover your best idea for a digital course, and the logistics of structuring a successful course so you can leave the episode with a course idea ready to go. You’ll also get insights on using online courses for prospect lead generation, how to structure your advice to get clients to take action, and an implementable system to ease the burden of hiring and onboarding effective team members.  3 of the biggest insights from Amy Porterfield … The 3 types of digital courses advisors can consider creating: the starter course, the spotlight course and the signature course — and how each serves a different purpose for the course creator. Not sure how to come up with an idea for your digital course? Follow along as Amy goes through the 4 quadrants to determine your sweet spot for digital course creation.  Getting clients to listen to advice and getting clients to act on advice are different challenges. Hear how you can get results with client advice or digital courses by using the Tony Robbins 80/20 mechanics and mindset method. JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/17FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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.

In this conversation, Anthony Pellegrino, founder of Goldstone Financial Group, shares his journey from burnout to business growth, showcasing how he's on track for $250M this year while enjoying life with his family. He debunks the myth that sacrificing personal time is necessary for success, offering insights from his extensive presentation experience and effective strategies for engaging audiences. Anthony emphasizes the importance of teamwork and delegation, making work-life balance achievable without compromising growth.

We’ve all heard it before: “There just aren’t enough hours in the day.” For advisors looking to run or scale a successful practice, efficiency is crucial — and time is king. Luckily, modern technology gives advisors easier access than ever to time-saving tools. But how should that technology be implemented?To answer that question, I’m sitting down with my longtime friend Corey Westphal, the founder and CEO of Mobile Assistant, a dictation service that helps advisors document meeting notes and information quickly, easily and safely.On average, people speak about 7 times faster than they talk. By dictating notes from seminars and meetings, advisors can save themselves hours each week. And while dictation software has been around for some time, Corey shares some modern advancements that have supercharged the technology.Corey and I also spend some time diving into how templates — both in technology and business — can help scale your practice. You’ll also hear us chat about ways to build a top-tier company culture, how to avoid critical mistakes when scaling, and how resilience is an unshakeable route to success. 3 of the biggest insights from Corey Westphal …Customer data is quickly becoming a goldmine asset for financial advisors. Advisors who adopt enhanced technology can create opportunities for more targeted financial advice and better client experiences. Actionable advice for building a culture that attracts world-class talent to your team — and strategies for leading and developing that talent once it’s on board. Growing pains are inevitable for advisors who scale their practice. Learn how to balance growing your team and increasing your AUM without compromising the client experience.JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/15FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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. While Triad may promote the services of Mobile Assistant, we cannot guarantee the quality or accuracy of their services.  TP062928705 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

When I first started Triad, there were a lot of unknowns. But one thing was crystal clear in my heart: I refused to build a business that would come at the cost of my family.I wanted to create a company that not only thrived but also freed me up to cherish life’s most precious moments with my wife and kids.So many advisors fall victim to the idea that in order to succeed, those important moments have to take a back seat. The truth is, the “I’m doing it for my family” narrative is completely broken. Your kids, your spouse, they don’t care about your business or the money in your bank account. They just want you!No resource has made that clearer to me than The Family Board Meeting by power couple, Jamie and Jim Sheils. Their “Board Meeting” strategy has helped approximately 300,000 business leaders worldwide succeed at home.I have personally gifted their book to countless friends and co-workers, and I have seen firsthand how their framework has saved marriages. While there’s no perfect playbook for being a parent, The Family Board Meeting has been instrumental to my success as a Dad and husband, and today you’re going to see why. 3 of the biggest insights from Jamie & Jim SheilsThe 3 guiding principles to holding an effective Family Board Meeting and the impact that one-on-one quarterly’s can have on strengthening your relationship with your kids.  Discover practical strategies to regulate device time, revitalize family dinners, and connect with your kids on a deeper, more meaningful level.Unlock the secret to unforgettable date nights and reignite the passion that first brought you together. JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/14FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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.  TP05232928351 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

One of the biggest hurdles for financial advisors who want to build a thriving business, is the transition from a one-person operation to leading like a CEO. Up until that point, most advisors only have to worry about themselves. But scaling a high performing team requires a completely different level of leadership and self-awareness. And to better understand how to get to that level, Brad’s talking with Ian Cron, all about the Enneagram—a personality assessment tool that can help you understand how you and your team are uniquely wired. Ian is a psychotherapist, Enneagram teacher and best-selling author whose book “The Road Back to You: An Enneagram Journey to Self-Discovery” has sold more than 1M copies. If you want to grow your business, you can’t do it alone. You need people. And if you don’t understand how people think or their motivations for how they act, it will be a constant battle trying to scale. Ian’s going to show you how to leverage the Enneagram to discover areas for growth, identify your blind spots, foster deeper relationships, and communicate more effectively, so you and your team can grow together.  3 of the biggest insights from Ian Cron …How to use the Enneagram to build self-awareness, see the world through your team’s eyes, and lead with compassion and clarity. How to strengthen relationships, navigate tough conversations, reduce friction, and empower your team, by understanding the 9 Enneagram personality types.  Breaking down the 9 Enneagrams types and high-level ways to manage and motivate each group.JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/13FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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.Copyright ©️ 2023 Triad Partners. 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.

For many advisors, the idea of running a seminar conjures up images of wasted time, low ROI and an audience just there for a free dinner.But for Triad member Tom Jacobs, seminars have been the key to growing by more than 11x in just six years.In today’s episode, I talk with Tom about how he’s embraced seminars to create a wave of momentum for his practice. In addition to tips about how you can do the same, you’ll hear Tom discuss his mindset for giving presentations, how he leans on his team for the seminar follow-up process, and his strategies for continuing to improve his seminars.You’ll also hear about the benefits that come from investing financially in your team, how advisors can grow their practices by running fewer meetings, and how Tom bounced back from a $4M bankruptcy during The Great Recession—and his tips for moving forward from low points. 3 of the biggest insights from Tom Jacobs …How Tom’s philosophy of “If you love seminars, they'll love you back” has helped him grow total assets from $7.7M in 2016 to more than $91M through 2022, along with tips for effectively running your own seminars.The idea of “who, not how” and how advisors can use it to build out new revenue-generating branches of their businesses without adding significantly more work to their own plates.Strengthening personal relationships with both your team and your clients to indirectly lead not just to more financial success for your business, but more personal fulfillment for yourself. JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/12FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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. 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. Copyright ©️ 2023 Triad Partners. All rights reserved. TP05232907511See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As if building a business in the financial services industry wasn’t already hard enough, financial advisors are also expected to be tech experts too!?You need a CRM, a portfolio management system, a custodian, planning software, and a host of other tools to effectively manage client portfolios and deliver financial advice.Not only is that super overwhelming—especially for those who don’t have a tech background—but figuring out how all of these different software’s communicate with each other is a massive challenge in itself. In large part, because there isn’t a one-size-fits-all solution. So, how do you get all these disjointed technologies to speak to one another, so you and your team can focus on what you do best?Today’s guest is here to help. I’m talking with Kyle Van Pelt, the CEO of Milemarker—a fintech firm that helps bring together integrations, data, and workflows to manage client information. In our conversation, Kyle shares his best advice for how advisors can use tech to enhance the client experience.  3 of the Biggest Insights from Kyle Van Pelt… There’s a kitchen junk drawer of tech that advisors are struggling to effectively integrate into their businesses. It’s confusing and convoluted. Kyle shares a more effective approach for how to solve the problem.  Learn about the Airbnb 11-Star client experience exercise and how to use technology to create a white-glove service that your clients will never forget. Time on one thing means time away from another. There’s no such thing as a perfect seesaw of balance in life. Kyle shares his tips for how to show up your best for both your business and family. JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/11FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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.Copyright ©️ 2023 Triad Partners. All rights reserved. Copyright of all Triad Confidential content belongs exclusively to Triad Partners, a Delaware corporation.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

“We're ending the steroid phase of high-growth organizations that just kind of grew by breaking people and burning through them.” – Robert GlazerGone are the days of pushing people to unreasonable limits in order to hit “company goals.” People need boundaries. They need time away from work, so that when they are working, they’re focused, energized, and engaged.Organizations can either provide the space to do that OR they can resist, burn out their team, and lose valuable players to a competing company that’s embracing the evolution of how people want to work.This is what today’s conversation with Robert Glazer is all about.Robert is an entrepreneur, author, and the founder of Acceleration Partners, a global partner marketing agency that has won more than 30 awards for company culture—despite the fact that their 270-person team is fully remote!In this episode, we’re diving into Robert’s newest book, “Elevate Your Team,” to discuss his tips and tricks for helping your business thrive while improving your team’s personal and professional lives.3 of the biggest insights from Robert Glazer …The four elements of capacity building—spiritual, intellectual, physical and emotional—and how leaders can use them to create a more open, motivated and connected company culture. Tips for avoiding burnout for yourself and your team members while maintaining stable business growth.Why using a 90-day transition plan to help struggling employees find a new role within your firm (or land a new job elsewhere) can increase success for your firm.  FREE GIFTGet Robert Glazer's book, Elevate Your Team. For a limited time only. To learn more, visit https://bradleyjohnson.com/10JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/10FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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.Copyright ©️ 2023 Triad Partners. All rights reserved. Copyright of all Triad Confidential content belongs exclusively to Triad Partners, a Delaware corporation. TP05232876885See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.