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

SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the...

SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the...

Your prospect's eyes glaze over about ten minutes into the meeting. You can feel it—they're sitting right there, but they've checked out. And here's the uncomfortable part: it's usually not because your advice is bad. Most advisors lose the room for a reason they never see coming, and they keep doing the exact thing that causes it in every single appointment. In Part 3 of the Missing Visuals serie...

Right now there's a wave building in our industry, and most advisors are standing on the beach pretending it isn't there. AI isn't coming. It's here. And the gap between the advisors who lean into it and the ones who keep waiting is about to get a lot wider. In this episode, I sit down with Michael Hyatt — New York Times bestselling author, longtime entrepreneur, and someone who's quietly built an...

A prospect can sit through an entire meeting, nod along, ask good questions, and still leave without fully understanding why they need you. That’s the problem. Many advisors explain their value clearly, but they don’t make it easy for prospects to see the difference between where they are today and where they could be with the right plan in place. In Part 2 of this three-part series, I break down...

A conversation lives for an hour. A financial plan lives for generations.   Most advisors provide a prospect nothing but a follow-up email and a calendar link following their first meeting, then wonder why so many disappear before the second meeting happens. In Part 1 of this three-part series, I break down one of the most overlooked tools in advising: something that even the show Shark...

I sat down with Stu McLaren to unpack something I think a lot of financial advisors are missing right now… Your value isn’t just in the financial plan. It’s in the relationships, community, and sense of belonging you create around your clients.  Stu built one of the earliest online membership businesses, sold it successfully, and has spent years helping entrepreneurs build thriving communitie...

What if I told you there’s a simple concept that could unlock exponential growth in your business, without adding more hours to your workweek? I’ve used this framework hundreds of times in coaching conversations, and it’s created more breakthroughs than anything else I’ve ever shared with advisors. It all comes down to the value of an hour of your time. In this solo episode, I walk you through an...

Most advisors build their business on momentum instead of intention, duct-taping it together as they go, and then wondering years later why growth feels so hard. What if the problem isn't effort? What if it's the foundation? In this solo episode, I'm breaking down exactly how I'd invest the first $100,000 if I was starting a financial advisory practice from scratch. Three investments, in order, th...

I’ve seen this pattern play out too many times… an advisor builds a successful business, hits their numbers, grows the firm, and somewhere along the way, things at home start to drift. Not because they don’t care, but because no one ever showed them how to win in both places at the same time. That’s what this conversation is really about. Derek Notman and Adam Holt set out to explore that exact ch...

I’ve been coaching financial advisors for more than 20 years, and there’s one pattern I’ve seen far too often in our industry… The advisor who builds a successful business, wins the awards, looks like they’re crushing it from the outside, but behind the scenes, things at home start falling apart. At the core of it, there’s a gap between who you appear to be… and who you actually are. That’s exactl...

Ever walked out of a first meeting thinking it went great, only to have the prospect disappear? I see this happen to really great advisors all the time. The conversation is professional, the planning process is solid, and the explanation makes perfect sense. But somewhere along the way, the energy in the room fades and the prospect never takes the next step. In this episode, I break down a simple...

If you’re a financial advisor, you see procrastination every day. People wait years before reaching out for financial help. Prospects say they’ll think about it. Clients agree with the plan but never quite get around to doing anything. So why does this happen? Today’s guest, New York Times bestselling author Jon Acuff, has spent years studying procrastination. In his new book, Procrastination Proo...

Financial advisor firms rarely stall from a lack of effort. More often, growth breaks down when founders are trying to do everything themselves. But the difference between burnout and scale often starts with building the right team. In this conversation, I sat down with Sabrina Brown and Grace Suchy, members of the Reliance Financial Partners team (live from Triad’s Scale Summit in Dallas). ...

Across the table from every prospect is a hidden conversation—fear, insecurity, skepticism, or past experiences that shape how they hear everything you say. In this episode, I sit down with trial attorney, communication expert, and New York Times bestselling author Jefferson Fisher to unpack the subtle communication skills that determine whether clients trust you or shut down. Jefferson shares the...

If you’ve ever felt like the marketing strategies you’re using are confusing, inconsistent, or just not working the way you expected, you’re not alone. Oftentimes advisors end up using the spaghetti on the wall approach with random tactics, increasing social media presence, or copying what other firms are doing without a clear strategy behind it. The result? Wasted time, wasted money, and a pipeli...

If you’re the only advisor in your firm who can close deals, you don’t own a business, you own a job. And I see this happen all the time. Advisors think growth comes from more appointments and closing more deals. So they grind harder. They sell more. Their calendar is always full. But the moment they step away, revenue slows down. That’s not scale. That’s dependency. I break down the real shift yo...

If you’ve grown your business beyond a solo practice with a small team, you’ve likely learned the hard way that one bad hire can derail momentum, create internal chaos, and hold your entire business hostage. In this episode, I’m excited to have leadership expert, author, and HR strategist Tom Healy on the podcast. Tom has worked with high-performing organizations, including the U.S. Navy, Harvard...

If you’re leading a team and meeting with clients every day, your ability to influence, listen, and read the room matters more than you think. The best advisors aren’t just good at numbers, they’re good at people. And most of us are missing half the signals. In this episode, I’m joined by mentalist and keynote speaker, Max Major. We recently had the pleasure of having Max perform at our Triad Laun...

If you’re trying to scale your advisory firm, there’s a stage where things start to feel harder than they should. Everyone’s busy. Communication gets messy. You’re still producing, but you’re also trying to lead a team that needs clarity, feedback, and direction. In this episode, I’m joined by Triad’s Member Culture Coach, Kenzie Olejnik. Kenzie joined Triad in April of 2022, when we were right in...

I’ve been working with advisors for many years, and I’ve seen this pattern play out over and over again. Advisors get to a point where their marketing and selling are on point, but as they start to scale, that growth has a way of exposing cracks in the foundation. In this episode, I’m breaking down the most overlooked role inside growing advisory firms: operations. I’ll explain why most advisors p...

I’ve worked with hundreds of top financial advisors over the years, and I keep seeing the same problem show up in different ways: incredibly talented advisors with empty calendars. The issue usually isn’t effort. It’s how marketing decisions are made. Too often, advisors run their marketing on emotion instead of math.  In this episode, I break down the exact marketing framework I’ve shared wi...

Every advisor wants more referrals, but very few have built a business that consistently earns them. In this conversation, I sat down with Duncan MacPherson to unpack what actually makes an advisory firm referable. Duncan is the founder of Pareto Systems and one of the most respected coaches in financial services, with nearly 30 years spent working alongside top advisory firms.  He explains w...

What would make a 30-year-old with a corner office, a clear path to CEO, and more money than he ever imagined… walk away from it all? That’s the question at the center of this conversation with Daniel Harkavy. Daniel spent his 20s grinding in the mortgage banking world, chasing deals, money, and success. By 30, he was next in line to run the company—but a quiet inner voice told him this wasn’t the...

What if stronger relationships really did come down to just three things? In this episode, I sit down with Shasta Nelson, one of the most respected voices on the science of connection. She’s a speaker, author, and researcher whose work on relationships has been featured in Harvard Business Review and TIME, whose TEDx talks have reached nearly a million viewers, and whose frameworks are used by com...