In today’s episode, I’m talking with Sten Morgan, the founder of both Legacy Investment Planning and Elite Advisor Network, a community for financial professionals. When Sten founded Legacy at age 25, he decided to do things a little differently. Instead of framing client conversations around products, Sten developed an advice-centric and value-first approach to financial planning. The approach led to rapid success, and Sten was named a “40 Under 40” advisor by Investment News at age 30.Today, you’ll hear Sten pull back the curtain on how he provides value and advice to new and existing clients. You’ll also hear his best advice for generating referrals, how he handles his client fees, and the value of writing a book as a credibility funnel for your business. 3 of the biggest insights from Sten Morgan … How to use the first 5 minutes of a client meeting to provide value that will leave a lasting impression and increase your referrals.  Finding the best way to evaluate, assess, and discuss advice-based fees for clients who have drastically different financial needs. Why showing vulnerability and transparency can make you a better leader and ease the strain on your mental health.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/34FOLLOW 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 former CrossFit Games champion and family-first entrepreneur, Jason Khalipa.As he worked his way to the top of the CrossFit world, Jason developed a hardened mindset, employing strategies to excel under pressure, ultimately earning him the badge of unshakable confidence.After winning the CrossFit Games in 2008, Jason opened up a single gym, and has since scaled to 20 locations worldwide. In this episode, not only does Jason share his best advice for growing a business, but you’ll also learn about the value of serving a defined niche, how to keep a level head as a leader, and how to give your kids a great life without accidentally spoiling them. 3 of the biggest insights from Jason Khalipa …  The mental exercise Jason did with his mindset coach that both athletes and business owners can use for reducing stress when it’s time to perform.  Ideas for building confidence in your children, parenting different personalities, and instilling a strong work ethic and core values in your kids.  How to detach from your ego, emotion, and perspective to be a better leader and make more rational decisions.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/33FOLLOW 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, we’re doing things a little differently. Instead of our usual interview, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival.If you’re unfamiliar, it’s a 4-day event that brings together top professionals from the wealth management ecosystem to provide insights, workshops, panel discussions, and exclusive networking opportunities, driving growth and innovation in the industry.And instead of a stuffy conference room, the event happens entirely outdoors, beachside in sunny California, making it a pretty unforgettable experience.I’m joined on stage with our Chief Product Officer, Kristin Shea, and Triad Member, Clayton Alexander, who is the founder of Teton Wealth Group.We’re talking all about one of the biggest struggles we see in our industry, the transition from the “advisor in charge” who is constantly grinding, to a business owner and CEO who empowers their team to scale the business. 3 of the biggest insights from Future Proof LIVE …  Why work-life balance is BS. Find out why you don’t have to sacrifice family to grow your advisory business. Why “comprehensive planning” doesn’t differentiate you from the competition. Learn how to build a purposeful mission and define what you do better than any other advisor, so you can inspire talent to join your team & give prospects a reason to do business with you. The single most important question you can ask that will help you determine the health of your company’s culture.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/32FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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. 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.

We’ve got a special one lined up for you today! I’m talking to Triad’s Chief Product Officer, Kristin Shea, who has been helping build and shape our company since day one. If you’re in financial services, you’ve likely already come across Kristin on LinkedIn, a platform she leaned into and leveraged early on to connect and build relationships directly with advisors. In fact, this is where I discovered her AND why I pushed so hard to recruit her! Over the years, Kristin has amassed a significant following through her authenticity and ability to create advisor-focused content that adds value and serves our community at the highest level. Her continued success is rooted in helping advisors do one thing: build a practice that blesses your life instead of becoming it.She’s also the author of The Truth About Digital Marketing for Financial Advisors: How to Create a Magnetic, Authentic Brand that Unlocks Unparalleled Growth for Your Firm – go grab a copy here! 3 of the biggest insights from Kristin Shea … How to create a company vision that attracts top talent and gives people permission to be themselves.  What building a brand truly means – and how to create one your entire team believes in.  The 3 core tenets to creating content in the “attention economy” – and how to overcome imposter syndrome and leverage social media to foster deeper connections and generate new 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/31FOLLOW 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 John Israel, the founder and Chief Gratitude Officer of Mr. Thank You.After building a successful sales career, John realized he was struggling to appreciate his life. In an attempt to reconnect with gratitude, he decided to write 5 thank you cards a day for 365 days, and that decision completely transformed his life. What started as an experiment, turned into a coaching business that teaches high-performers how to tap into appreciative leadership. In this episode, you’ll learn all about the power of gratitude and how to use it to create a culture of connection with your clients and team, strengthen retention, reduce burnout, and achieve extraordinary opportunities in both your business and life. 3 of the biggest insights from John Israel …  How to use the Values-Outcomes-Weaknesses Framework to understand people at a deeper level so you can serve them better. The difference between active gratitude and passive gratitude — and how active gratitude makes people more likely to engage positively with you. The 3 reasons high-impact performers quit — and how implementing a gratitude practice can help retain top talent.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/30FOLLOW 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 chatting with Leore Avidar, the founder of Alt—a sports cards collectibles platform that makes it simple for investors to buy and sell authenticated, investment-grade trading cards.What was once seen as a hobby, has turned into an alternative asset class that serves a ~$15 billion market, expected to rise to $49 billion by 2032.In this episode, Leore and I geek out on our love for sports card collecting and talk about his approach to starting and scaling multiple businesses. 3 of the biggest insights from Leore Avidar … Why sports card collectables are such an attractive asset class to investors – and why I love watching my son build his own portfolio of cards. Where does self-awareness come from and how can you cultivate it to become a better leader? How Leore built and scaled 8 and 9-figure businesses by prioritizing talent. Learn how to find, hire and evaluate great people for your team. 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/29FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE This episode is not offered as investment advice. All individuals should independently evaluate the appropriateness of any investment based on their own circumstances. Brad Johnson is a user of Alt.xyx and sits on an advisory board for the company. The appearance of Leore Avidar, was not paid for.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.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 joined by Triad Members and husband-and-wife power duo David & Kristy Afraimi, the founder and COO of BAM Advisory Group.In 2018, BAM Advisory gathered $17M in new assets with David as the sole producer. In 2023, the team is on pace to bring in $60M in annual new assets, hit $100M in AUM and hired their 9th and 10th team members. Talk about growth! In this episode, David and Kristy lay out the blueprint for their exponential growth. You’ll hear strategies for crafting distinct brand messaging that resonates with prospects, how to run a business with your spouse, and how to ditch the advisor-in-charge model that’s preventing you from scaling.  3 of the biggest insights from David & Kristy Afraimi … How BAM Advisory scaled to a $60M annual pace by honing in on their brand messaging. Tips for creating a company vision that differentiates your practice beyond the cookie-cutter “holistic planning” approach that so many teams offer. Advice for maintaining healthy relationships in teams that have a husband-and-wife or other family dynamics.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/28FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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. Copyright ©️ 2023 Triad Partners. All rights reserved. TP08233086063See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If you find it difficult to retain top talent, you’re not alone. Studies show that somewhere between 20% and 60% of new hires quit in the first 100 days!That’s why I’m excited to speak with Joey Coleman. When organizations like Whirlpool, NASA, Volkswagen, and Zappos need to boost employee satisfaction, Joey’s the guy they turn to. He’s the author of the #2 Wall Street Journal bestseller, Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days, and the recently released Never Lose an Employee Again: The Simple Path to Remarkable Retention. In this episode, Joey’s going to teach you his proven framework for recruiting an all-star team, successfully onboarding them, and keeping them engaged while producing remarkable results for your business for years to come.  3 of the biggest insights from Joey Coleman… Replacing an existing team member can cost an employer 100%-300% of that person’s salary. Joey shares ideas for fostering an environment that team members want to return to from day 1. The 8 phases of the team member journey and how each one can help improve employee retention, performance and satisfaction. Data from Glassdoor shows that companies with a strong onboarding program see an 82% increase in productivity and a 70% increase in retention. Hear tips for making onboarding an effective experience — not just a process.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/27FOLLOW 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 Brian Portnoy – Founder of Shaping Wealth, CFA, and one of the world’s leading experts at simplifying the complex world of finance. In this episode, Brian breaks down the psychology of money and its relationship to happiness in a way you’ve probably never heard. You’ll learn how to help your clients rewrite their story around money and go from a constant quest for more, to building true meaningful wealth – or as he calls it, “funded contentment.”Rich is a number, but wealth is a mindset – and that is the theme of today’s episode!  3 of the biggest insights from Brian Portnoy … The psychological relationship between money and happiness. Learn how to transform the way you speak with your clients and make them feel more seen, more heard, and more understood than ever before.  Why ego blocks so many advisors from future success – and how to adapt a true growth mindset and shift from solo advisor to business owner. Will AI replicate and replace financial advisors? Brad and Brian share some thought-provoking ideas around what the future could hold for financial services – and how you should be thinking in order to survive and stay relevant in a rapidly changing world.  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/26FOLLOW 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 Chandler Bolt, the CEO of SelfPublishing.com – an Inc 5000 company that he built from 0 to $43M+ in 8 years.Chandler has authored 6 bestselling books and has helped thousands of people write a book that grows their income, impact, and business.If you’re a financial advisor who wants to write a book AND leverage it to generate more business, Chandler’s here to share his proven formula! 3 of the biggest insights from Chandler Bolt … Why writing a book builds authority and credibility as a financial advisor. How to write a book and leverage it to get more leads, more sales, and more referrals. Pairing your book with psychological sales principles to increase demand and interest at seminars. 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/25FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE Please note some of the strategies Chandler discusses may not be directly transferable to the financial services world, please be sure to run any new strategies past your compliance prior to implementing. 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. TP08233061256See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.