We have a special episode today as I’m joined by Triad members Jeremy Reiland, Nick Reiland and Tim Kuntz of Vantage Point Financial. With offices in the Chicago, St. Louis and Detroit, Vantage Point Financial have set themselves apart by trademarking their holistic approach to retirement — The Elevated Retirement Plan™.In 2022, Vantage Point brought in $58M of new assets. This year, they’re on pace for $80M - $100M. How? If you ask Jeremy, Nick and Tim, they’ll tell you it’s thanks to a combination of their trademarking, authentic client connections and financial planning that focuses on life goals — not numbers.Join us as we discuss Vantage Point Financial’s best practices for rapid growth while maintaining a client-first focus. You’ll also hear about a simple change that makes sales presentations more effective, how to speak to older clients as a younger advisor, and how each of the guys defines “Do Business. Do Life.” 3 of the biggest insights from Vantage Point …  Leadership, mindset and client interaction tips that have helped Vantage Point grow from $35M to $80M+ of new assets in only a few years.   How advisors can avoid the curse of knowledge, adjust their language, and help their clients live beyond what they thought was possible in retirement.  Gain unwavering clarity, boost client confidence, and stand out from the competition by trademarking your 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/24FOLLOW 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.

I recently got an opportunity to interview Rener Gracie – a Brazilian jiu-jitsu black belt, coach, author and entrepreneur. If you’re unfamiliar with the Gracie family, they are widely regarded as one of the most accomplished family dynasties in martial arts history. Ok, so what does Jiu-Jitsu have to do with financial advising? Well, for starters, BJJ is a complex sport with thousands of techniques and moves. Not only can learning the moves be challenging, but knowing which ones to use and when to use them, can get overwhelming quickly. As Rener says, “the right move at the wrong time, is the wrong move.” I see a lot of parallels with financial services. As an advisor, you need to be able to ditch the financial jargon and simplify the information in a way that’s easy for your clients to understand. You also have to be able to guide your clients on which tools and strategies to use depending on their specific situation. What’s also interesting about Rener is that he’s been able to scale his BJJ schools across the country AND he’s mastered the art of creating online content to help feed that growth. So, when it comes to building an online community and attracting your ideal audience, Rener’s got a lot of wisdom to share!  3 of the biggest insights from Rener Gracie …  How Rener grew his YouTube channel, The Gracie Breakdown, to 870k subscribers and 196 million views – and how he leveraged his channel to build an online community of 380k paying students.   3 Jiu-Jitsu principles that you can use to motivate others, resolve conflict, and overcome big obstacles in both your business and life.   The viral video content strategy Financial Advisors can use to turn their “black-belt” knowledge into simple to understand content that attracts their ideal clients and grows their online presence.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/23FOLLOW 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.

For any advisors who are fans of wine and/or investing, this episode is for you!I’m speaking with Anthony Zhang, co-founder and CEO of Vinovest—an online platform that allows anyone and everyone to invest in fine and rare wine.In the past, wine investing was exclusively reserved for the ultra-wealthy. However, Anthony figured out how to leverage technology to eliminate barriers and make this lucrative asset class a lot more accessible.BTW, this isn’t his first startup either. A separate company was backed by Mark Cuban and later acquired when he was only 21 years old. After a successful exit, he went on to start and scale multiple businesses. So, a lot to learn here on growing a team and getting the right people on the bus. 3 of the biggest insights from Anthony Zhang … Why wine investing not only delivers delight, but also minimizes taxes and offers consistent returns that have outpaced the stock market. The values-first hiring process that allowed Anthony to scale Vinovest into a lean 20-person company that manages 9-figures in assets. How Anthony turned adversity into abundance and gratitude after an accident left him paralyzed from the neck down. 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/22FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE This conversation is not to be considered investment advice. All individuals should independently evaluate the suitability of any investment based on their own circumstances. Brad Johnson is an investor in and a client of Vinovest, Inc.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. TP07233006405See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, I’m talking with Dave Zoller about how to effectively leverage YouTube to build your advisory business.Not only has Dave built and scaled his own retirement planning firm, but he also teaches advisors how to do the same through his online platform, Streamline My Practice.And what’s really cool is that he’s successfully using YouTube as a marketing funnel. Last year, his YouTube videos accounted for $60M of new assets for his firm!Today, he’s going to share the strategies he’s used for getting in front of the camera, creating content that converts, and leveraging video as a way to expand your reach and connect with your audience.And I know what some of you may be thinking… “I don’t have time for that.” But good news for you. Dave has simplified and streamlined the entire process so that creating and publishing valuable content that speaks to your ideal clients, doesn’t consume your life. 3 of the biggest insights from Dave Zoller … Tips for getting past first-video jitters, creating hooks that make prospects take notice, and coming up with real-life ideas for quality content. Strategies for promoting and positioning your content on YouTube or social media in a way that attracts more viewers. How to structure videos to convert your viewers into clients while accounting for your position on the content creation journey.  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/21FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE Compliance Disclosure: 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.TP03233005918See 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 Triad member Clayton Alexander. Clayton is one of the most intentional leaders I know and has learned how to effectively invest in (and empower) his team. As a result, his business has seen exponential growth. And the best part is, he isn’t the one that has to handle everything himself. For context, in 2021, his company brought in $60M of new assets, 80% of which came from him. As you can imagine, the business consumed his life and resulted in massive burn out. Compare that to one year later… After making some major changes, the firm did $78M of new assets, and less than 50% came from him. The big difference? He learned how to let go of his ego, empower his team, and get the heck out of their way!  3 of the biggest insights from Clayton Alexander … How Clayton used the Enneagram to rebuild the company culture, empower his team, and replace himself as the primary source of new business – leading to $78M of new assets in 2022. [see ep #13 with Ian Cron all about the Enneagram] How busy advisors can leverage the crucial but often-overlooked executive assistant role to create the best possible work-life balance.  Putting family first and the importance of making sure there are no cracks in the foundation of your most important relationships — including your relationship with 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/20FOLLOW 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 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.

If you’re an advisor who’s building your business, there’s a very good chance you’ve made some grueling sacrifices in return for growth…Late nights in the office, working on the weekends, and missing important time with family, to name just a few.It may feel like the only way to grow is to grind; to sacrifice your freedom. That’s what I call the “entrepreneurial lie.” But I promise, there’s a better way. One where you work less, and your business continues to grow.Today’s guest, Triad member Anthony Pellegrino, is the living proof. Anthony’s business, Goldstone Financial Group, was doing $91M in assets when he started working with Triad. The problem was that he was completely burned out, mentally exhausted, and he was missing life’s most important moments with his wife and kids.In today’s episode, you’ll hear how Anthony completely shifted his mindset around growth and repositioned the business so it didn’t rely on him to scale.And despite the fact that he works WAY less, spends more time with family, and vacations for 8 weeks at a time, the business is on pace to reach $250M of new growth in 2023. 3 of the biggest insights from Anthony Pellegrino… How to shatter the belief that sacrificing your time and freedom is essential for growth. Discover the invaluable lessons Anthony learned from delivering over 1,000 live presentations. Gain practical strategies to elevate your seminar presentation skills, captivate your audience, and land more appointments. Uncover the secrets behind Anthony's success, including how he fired himself from operational tasks, empowered his team, focused on his zone of genius, and scaled his practice.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/16FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE Compliance Disclosure: 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. TP06232928481See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.