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

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...

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,...

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-int...

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...

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 be...

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, t...

When I first started Triad, there were a lot of unknowns. But one thing was crystal clear in my heart: I refused to build a business that would come at the cost of my family. I wanted to create a company that not only thrived but also freed me up to cherish life’s most precious moments with my wife and kids. So many advisors fall victim to the idea that in order to succeed, those important moments...

One of the biggest hurdles for financial advisors who want to build a thriving business, is the transition from a one-person operation to leading like a CEO. Up until that point, most advisors only have to worry about themselves. But scaling a high performing team requires a completely different level of leadership and self-awareness. And to better understand how to get to that level, Brad’s talki...

For many advisors, the idea of running a seminar conjures up images of wasted time, low ROI and an audience just there for a free dinner. But for Triad member Tom Jacobs, seminars have been the key to growing by more than 11x in just six years. In today’s episode, I talk with Tom about how he’s embraced seminars to create a wave of momentum for his practice. In addition to tips about how you can d...

As if building a business in the financial services industry wasn’t already hard enough, financial advisors are also expected to be tech experts too!? You need a CRM, a portfolio management system, a custodian, planning software, and a host of other tools to effectively manage client portfolios and deliver financial advice. Not only is that super overwhelming—especially for those who don’t have a...

“ We're ending the steroid phase of high-growth organizations that just kind of grew by breaking people and burning through them. ” – Robert Glazer Gone are the days of pushing people to unreasonable limits in order to hit “company goals.” People need boundaries. They need time away from work, so that when they are working, they’re focused, energized, and engaged. Organizations can either provide...

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 u...

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 h...

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 Unite...

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 t...

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 st...

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...

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...

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...

" 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...

"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 mat...