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

What's up, DBDL listeners! We have a special episode for you this week. As some of you may know, at the end of last year, we released the DBDL Top Triad Member Moments of 2023 , a roundup of the best advice shared on the pod from our valued Triad members.  The episode was so popular that we thought, why not do something similar for all the non-Triad guests who came on the show to share their...

Today, I’m talking with Ann Hiatt, a Silicon Valley veteran with 15 years of experience as the Executive Business Partner for Jeff Bezos (Founder and CEO of Amazon), Marissa Mayer (former CEO of Yahoo!), and Chief of Staff to Eric Schmidt (CEO/Executive Chairman of Google). Ann now consults with executives and companies across the globe to reverse engineer their moonshot goals and get results. She...

What's up DBDL Fam and Happy New Year! This week, we’re shaking things up! After 40+ interviews with leading experts, entrepreneurs, and game changers in the financial world, I wanted to round up the best advice shared on the pod, and deliver it straight to your ear drums. I got the team to go back through the archives and pull the most meaningful and top downloaded Do Business and Do Life moments...

Today, I’m joined by Triad Member Victor Medina, the founder of both Medina Law Group and Palante Wealth Advisors. If you’re interested in cracking the advisor-attorney referral code — today’s episode is for you.  After years as an estate planning attorney, Victor realized he could better serve his clients if he was also able to address their wealth management needs. In 2014, he launched his...

Today, I’m talking with Jamie Hopkins, the Director of Private Wealth Management at Bryn Mawr Trust and a leading voice in the retirement income planning space. As the co-creator of the RICP designation, Jamie helped reshape how retirement income planning was being taught – filling a much needed gap in our industry and resulting in a complete shift in how advisors help clients secure their financi...

Today, I’m speaking with Matt Middleton, the CEO of Advisor Circle – a venture studio and incubator that’s modernizing the wealth management industry and inspiring the leaders of today to think and act differently. Our industry doesn’t need to be dull, boring, and traditional. It can be more creative, more impactful, more innovative, and more fun. And Advisor Circle is building products that are l...

Today, I’m joined by Taylor Schulte, a financial planner, author, speaker, and Founder of Define Financial. He’s also the host of two financial podcasts, including the Stay Wealthy Retirement Show , and Experiments in Advisor Marketing . For advisors with a podcast OR for those who have thought about starting one, Taylor is proof that it can be a valuable asset to your business. Not only have his...

Today, I’m talking with Triad Member, Wayne Wagner. Wayne is the president of Vizionary Wealth Management, a firm that’s focused on building legacies for pharmaceutical executives. In this episode, Wayne shares his story of scaling a financial advisory business that’s highly specialized – and how carving out a niche allowed him to add enormous value to his clients lives and differentiate himself a...

What’s up DBDL Fam! We’ve got an extra special episode lined up for you today. I was recently asked to guest host on the Front Row Dads podcast. In case you’re unfamiliar, Front Row Dads was started by Jon Vroman – it’s a membership group and podcast created for fathers who want to level up their Dad game and put family first. As Jon describes it, it’s a group for Family Men With Businesses, Not B...

Today, I’m sitting down with one of our own, Triad’s Head of New Member Outreach, Jordan Rigi. For so many advisors, career success comes at the expense of family, relationships, and life. But it doesn’t have to – and Jordan’s here to prove it. His new book, “Success is the Enemy” helps advisors examine their success, embrace their significance, and build something bigger than themselves. In this...

Today, I’m joined by Adam Holt, the founder and CEO of Asset-Map, a fintech platform that helps advisors facilitate more meaningful conversations with clients by streamlining high-level data into a simple report. Early in his career as an advisor, Adam was frustrated with the material available to him for client meetings. The overly detailed financial reports didn’t help clients make better decisi...

Today, I’m sitting down with Michelle Short, the COO of SHP Financial — a Triad member firm that manages more than $1B in assets. In the years leading up to Michelle’s hiring in 2014, SHP was generating about $10M in annual new assets. Fast forward to 2022 and SHP was bringing in more than $250M in new assets, with roughly 32% of those assets coming via referrals. As the operations architect, Mich...

Today, I’m speaking with education disrupter, Matt Beaudreau. In 2016, Matt launched Acton Academy Placer – an alternative to the traditional education model that’s reshaping how kids learn. It’s not a school, it’s a workforce.  After working his way from public school teacher to private school administrator, Matt got an up-close-and-personal view of the education system. He saw an opportunit...

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 appro...

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 loca...

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 discov...

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 b...

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 sp...

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...

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 L...

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...

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 pr...

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...

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 techniqu...

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 luc...