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

How can you truly understand your clients needs, goals and desires if they don’t fully trust you?In today’s episode, I’m talking with Bob Burg about how you can communicate with your clients and prospects more effectively, improve your ability to navigate difficult conversations, and create an environment where they feel safe and comfortable to share the things that they typically wouldn’t open up about. In case you didn’t know, Bob Burg is the bestselling author of The Go-Giver, which has sold over a million copies and was rated #10 on Inc. Magazine’s list of the Most Motivational Books Ever Written. For 30 years, Bob has helped companies and their teams to more effectively communicate their value, sell at higher prices with less friction, and grow their businesses.In this episode, we dig into his framework, The Five Secrets of Genuine Influence, which include: Mastering Your Emotions, Stepping Into Your Clients Shoes, Setting the Frame, Communicating with Tact & Empathy, and Letting Go of the Need to be Right. 3 of the biggest insights from Bob Burg … #1 How to master your emotions, retrain your brain, and stay calm in stressful, high-pressure situations. #2 The unconscious operating system that’s holding you back from truly understanding and effectively communicating with your clients.  #3 How to use tact and empathy to navigate difficult conversations, eliminate resistance, and create a safe environment that builds trust with your clients.  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 NOTESTo get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/9FOLLOW 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, LLC. All rights reserved.  TP04232846770. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In a saturated industry, relying on the same old lead generation tactics can make it difficult to stand out.But when earning referrals and bringing in new assets are your lifeblood, blending in isn’t an option. So how can you set yourself apart? Today, I’m talking with Triad member Dan DeVerna, the founder of DeVerna & Co Financial, to talk about the referral and new business success he’s found through a unique approach — writing books. Instead of spending money on fancy business cards, Dan started writing books to wrangle new business, leading to an influx of $36M in new assets and the onboarding of 130 new households in 2022. Today, you’ll hear exactly how Dan does it—and why you don’t actually need to be a writer to author a book! You’ll also gain insights into using checklists to scale your practice, how to personalize your follow-up process to close new clients, and how meditation can lead to more engaging client interactions. 3 of the biggest insights from Dan DeVerna …#1 How creating systematized processes can lead to greater consistency, scalability and success for both your practice and your clients.#2 The supercharged lead generation and referral strategy that helped Dan bring in $36 million of organic new assets in 2022.#3 Finding enjoyable life outlets that can also benefit your professional practice and client relationships.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 NOTESTo get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/8FOLLOW 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.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 to one of the most prolific content creators in financial services, Michael Kitces.  His website, Kitces.com, serves over 12,000 advisors, and his blog, Nerd's Eye View, has become a go-to resource for financial advisors, reaching more than 200,000 unique monthly visitors.  Investopedia named him "one of the most influential financial advisors in the United States." He also runs 2 podcasts, Kitces & Carl (which he co-hosts with Carl Richards, creator of the NYTimes Sketch Guy column) and Financial Advisor Success—one of the most highly rated podcasts for financial advisors.   3 of the biggest insights from Michael Kitces … #1 The digital marketing shift that most advisors are NOT capitalizing on—and why your ideal clients are not choosing the local advisor who's closest in proximity; they are choosing the advisor that offers the best solution to their high-stakes problem.  #2 The power of "The One-Page Financial Plan" and how to effectively use it so you can eliminate overwhelm for your clients and drive them to take action.#3 Why the happiest advisors are not the ones who earn the most money; they're the ones who earn the most money on their time. Michael shares his dollars-to-time ratio for maximizing happiness—and advice for buying your time back so you can successfully scale 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 NOTESTo get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/7FOLLOW 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, LLC. All rights reserved. TP04232712353 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, your clients don’t choose you because they want an average future; they choose you because they want to win the game of life. The problem isn’t that you don’t know how to build a plan that will get them there.  The problem is that you have to convince them that you are the person who can help them do it.  So, how do you communicate to prospects that you’re the right person for the job?  Today’s guest, Simon Bowen, is here to help you with that answer.  Simon is Australia’s #1 authority on visual based thinking. In other words, he’s a master at using drawings to simplify complex ideas and information.  Through his proprietary process, The Models Method, he has helped Fortune 500 companies, heads of Government, the military, industry leaders, and countless organizations, to accelerate performance.  Whether it’s to convert more clients, distill complex topics into easy to communicate language for your team, or create higher levels of ownership across your organization so you can effectively scale, Simon’s visual models can help you get there.  3 of the biggest insights from Simon Bowen… #1 The “compete & retreat” sales talk that’s pushing your prospects away—and what to do instead to create a collaborative communication experience that builds value and trust. #2 Powerful whiteboarding techniques you can use during meetings, to simplify complex concepts and help your clients visualize a path to success.  #3 Why you can’t build a scalable or sellable business that relies on your sweat equity—and how to instead distill your genius into replicable frameworks that your team can easily model.  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 NOTESTo get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/6FOLLOW 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. Any references to Triad Member experiences reflect their unique experience which may not be representative of all Triad Member experiences; results will vary.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If you want to avoid looking like every other financial advisor on the block, you'll need more than a catchy tagline!Today, I'm talking with my good friend and Founder of The Campfire Effect, Chris Smith, who will teach you how to become the preeminent financial advisor in your market through his identity-driven leadership model.I see so many advisors who are exceptional at what they do but struggle to communicate their unique value proposition to the world.In this episode, Chris will show you how to fix that, so you can build meaning into your brand and create an identity that scales far beyond yourself.3 of the biggest insights from Chris Smith …#1 Why the greatest risk as an advisor is to be commoditized. Avoid the "rip off and duplicate" model 99% of financial advisors use and learn how to differentiate yourself. #2 Chris's framework to uncover your firm's true identity, so you can finally scale your business without burning out or losing your freedom. #3 Pre-game rituals for running the most effective client discovery meetings of all time. 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 NOTESTo get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/5FOLLOW 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. Any references to Triad Member experiences reflect their unique experience which may not be representative of all Triad Member experiences; results will vary.TP03232814910See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Once per month, we’re going to release a special episode with one of our Triad members that highlights their story and shares the lessons learned from building and scaling an advisory practice.  My goal is to have genuine conversations that dig into the good, the bad, and the ugly so that we can help as many other offices out there who are listening in. This week, I’m talking with the co-founders of SHP Financial: Matthew Peck, Derek Gregoire, and Keith Ellis. Last year alone, their team brought in $250M of new assets—one-third of which came from client referrals. And the best part? They’ve avoided falling into the trap of “more growth = more work.”  Today, we will deconstruct how they went from being the only 3 revenue producers in the firm, carrying the weight of everything on their shoulders, to building and scaling a team that freed up their time and allowed them to create ultimate freedom in their business and life.  3 of the biggest insights from this episode … #1 The power of a proprietary process—and how SHP used one to create better solutions for their clients, differentiate themselves from their competition, and build a business that’s exploded in growth.  #2 Why growing your business does not have to come at the cost of your time and freedom.  #3 What it takes to build a revolving door of client referrals. For SHP, ~$80M of new assets came from client referrals in 2022 - and you’ll hear exactly what caused that.  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 NOTESTo get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/4FOLLOW 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.

Do you trust the voice in your head?  Our minds are powerful storytellers, but the stories our minds feed us as facts aren't always accurate. In fact, neuroscience research has shown that, on average, about 20% of our memories are false. And even crazier, up to 70% are distorted in some way.  Unfortunately, these stories can turn into false beliefs that keep you from reaching your true potential.  Do any of these stories sound familiar? "If I don't do it, it won't get done properly." "I could never land a client like that." "I'm not good at sales." "I work a lot, but I'm doing it for my family." As an advisor, this type of thinking has a major impact on how you build your business and life.  But what if you could reprogram your brain to tell a new, empowering story? Today, I'm talking to Michael Hyatt, the founder and chairman of Full Focus. He has scaled multiple companies over the years, including a $250M publishing company with 700+ employees and his own business coaching company that has grown over 60% year-over-year for the past four years.  In this episode, we're talking all about his new book, Mind Your Mindset—and how Advisors can use the principles from the book to unlock their full potential and build a company and life that they love. 3 of the biggest insights from Michael Hyatt … #1 The psychology behind how your mind processes information and creates false beliefs that are holding you and your team back.  #2: The biggest question to ask yourself is to become conscious of your biased thinking.#3 Michael's 3-step framework for rewiring your brain for empowered thinking—identifying the story, interrogating the story, and imagining a better story.  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 NOTESTo get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/2FOLLOW 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.TP02712346See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In our industry, it’s all too common to treat revenue numbers as the ultimate scoreboard. But if that’s your only game plan, not only will your progression hit a ceiling, but burnout is inevitable.  Today, I’m sitting down with Shawn Sparks of Triad Partners, to talk about what it means to truly succeed as a financial advisor.  Think about it this way… If your numbers are on the rise, but your family is eating dinner without you most nights, is that really how you’d define success? In this episode, Shawn shares a much better approach to building a business; one that gives financial advisors unlimited growth, freedom, and joy. Or as we define it, a “Do Business. Do Life.” approach. You’ll hear how we’re uniquely positioning ourselves at Triad to serve advisors at the highest level, why freedom doesn’t have to come at the cost of growth, and what it takes to scale without becoming a victim of your own success. 3 of the biggest insights from Shawn … #1 Learn the sustainable approach to scaling your business as a financial advisor, and why focusing on productivity alone is one of the biggest mistakes you can make. #2 The 5 pillars to scale [Vision, Marketing, Sales, Operations, Culture] and why there’s no limit to what you can accomplish when they all work together.  #3 Realizing there are actually 3 different “types” of advisors required to create an unbeatable client experience, attract more referrals, and eliminate the limiting belief that you have to carry all of the weight of running a business on your own. 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 NOTESTo get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/1FOLLOW 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. Triad Member case studies may not be representative of all Triad advisor experiences, individual results will vary.Copyright 2023 Triad Partners, LLC. All rights reserved. TP03232789752See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

"No man ever steps in the same river twice—for it's not the same river, and he's not the same man." – Heraclitus I love that quote (for many reasons), but now more than ever, it holds particular significance in my life.   For one, I left a 13-year career with Advisors Excel to go out on my own. It was one of the most challenging decisions of my life.  And while I'm beyond grateful for everything that role opened up for me, I realized that I had hit the ceiling in my growth and knew it was time for a new challenge.  Triad Partners was born! And I can tell you, I'm not the same person I was two years ago.  Our team set out to flip an antiquated industry on its head, which is exactly what we're doing.  Far too often, I've seen advisors sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and we're on a mission to fix it.   Not only do we partner with the top 1% of independent financial advisors, but we help them create unlimited growth and freedom in both their business AND life.  At Triad Partners, we call this #DBDL or "Doing Business. Doing Life."  That brings me to the second reason that quote rings true. This is episode one of the new podcast, "Do Business. Do Life.", appropriately named after everything Triad Partners stands for. It's an evolution of my original podcast, which many advisors grew to love.  This podcast is my attempt to help growth-minded financial advisors reimagine what's possible. So, if you want to build your business faster than ever while also living life on your terms, hit subscribe, and get ready to level up!   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 NOTESTo get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/1FOLLOW 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.

"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a mission to fix it. Join Brad as he distills the best advice from top thought leaders and applies it to the world of independent financial advising. Get actionable tips/tactics on sales, marketing, entrepreneurship, business growth, lead generation, hiring, training, team building, company culture, core values, work/life integration, family, relationships, and more! "Do Business. Do Life." is way more than just another podcast for financial advisors. It's an experience. It's a community. And more than anything, it's a movement. Want to discover what it truly means to succeed as a financial advisor? Subscribe to the podcast OR visit https://bradleyjohnson.com/ #DBDL See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.