Épisodes

  • Triad Member - Gathering $49M of New Assets in a 4-Day Work Week with Brent & Kim Wells

    Triad Member - Gathering $49M of New Assets in a 4-Day Work Week with Brent & Kim Wells
    Feb 19 2025
    For most advisors, scaling a financial firm without sacrificing your personal life can feel completely out of reach—until you meet Triad Members, Brent & Kim Wells. As the husband-and-wife team behind Young Wealth Management, they had to figure out how to work together in the business Kim started, define their roles, and escape the overwhelm of rapid growth.When things started to break, they restructured their approach—leading to a jump from $31M to $49M in new assets in just one year. In this episode, they break down the key shifts that made it possible—from Kim stepping into the CEO seat, to hiring the right people, to creating a culture that fuels growth without the burnout. The best part? They only work 4-days per week! 4 of the biggest insights from Brent & Kim Wells …#1.) The Shift from Operators to Leaders—Brent & Kim realized that scaling their firm meant spending less time on daily tasks and into true leadership roles. By redefining their roles and playing to their strengths—Brent focusing on revenue and client relationships while Kim took on the CEO seat—they created the space to drive long-term growth and build a business that thrives without being in the weeds.#2.) The Power of Building the Right Team—How a standout service advisor evolved into a Director of Operations, bringing the leadership and structure their team needed to scale.#3.) How a 4-Day Work Week Fueled Their Firm’s Growth – Brent & Kim structured their schedule to allow for focused, high-impact work while carving out dedicated time for family—proving that working less can actually lead to greater success.#4.) Building a Culture of Recognition—How the ‘Brag Box’ and intentional gratitude transformed team morale, boosted engagement, and created a client experience that truly stands out.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/104FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Young Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
    Voir plus Voir moins
    1 h et 32 min
  • 103: Jon Acuff - How to Set and Hit Bigger Goals (The High-Performer’s Mindset)

    103: Jon Acuff - How to Set and Hit Bigger Goals (The High-Performer’s Mindset)
    Feb 12 2025
    What if the difference between being good and being truly great was simply a mindset shift?Too many entrepreneurs and business leaders play it safe—setting goals that feel achievable instead of ones that push their limits. They stay “relatable” instead of aiming to be remarkable. But according to today's guest, Jon Acuff, real breakthroughs happen when you set goals that challenge you.Jon Acuff is an INC Top 100 Leadership Speaker and the New York Times bestselling author of ten books, including his most recent, All It Takes Is A Goal.In this episode, we break down why so many people settle for less than they’re capable of—and how to break free from it. Jon shares how standing out beats blending in, how AI can amplify (not replace) your work, and why setting bigger, more challenging goals is the key to unlocking remarkable success. We also dive into the psychology of goal setting—why most people fail, how to tap into the right kind of motivation, and why belief follows action (not the other way around).3 of the biggest insights from Jon Acuff …#1.) Remarkability vs. Relatability—Why Playing it Safe is a MistakeMost people try to blend in, but standing out is where the real opportunity lies. Jon explains why financial advisors and business owners should focus on being remarkable rather than just relatable—because the people who get remembered are the ones who dare to be different.#2.) The Future of Content: How AI is Changing the GameAI isn’t replacing creators—it’s amplifying their work. Jon shares how he’s leveraging AI to identify viral moments, repurpose content, and create more impact with less effort. The key? Using AI as a tool, not a crutch.#3.) Motivation vs. Belief—The Key to Achieving Big GoalsIs it motivation or belief that helps you hit your biggest goals? Jon breaks down the two types of motivation—fear-based and reward-based—and why taking action, even before you fully believe in yourself, is what truly leads to success.SHOW NOTEShttps://bradleyjohnson.com/103FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Jon's book, "All It Takes Is a Goal: The 3-Step Plan to Ditch Regret and Tap Into Your Massive Potential" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "103" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
    Voir plus Voir moins
    1 h et 9 min
  • 102: Jim Kwik - Helping CEOs Think Faster & Remember More

    102: Jim Kwik - Helping CEOs Think Faster & Remember More
    Feb 5 2025
    How many times have you shaken someone’s hand, only to forget their name seconds later? Or finished a book, only to realize you can’t remember a single idea? We’ve all been there. But here’s the thing—what if you could actually train your brain to think faster, remember more, and gain an edge in both business and life?That’s where today’s guest, Jim Kwik, comes in. He’s the go-to memory coach for top CEOs, elite athletes, and Hollywood A-listers. He’s also the author of Limitless, a game-changing book on rewiring your brain for peak performance.Jim’s going to break down practical, science-backed techniques to sharpen your memory, cut through distractions, and optimize your brain for success. And if you’re a financial advisor, this is huge—because in our business, relationships are everything. The ability to remember names, client details, and key conversations—that’s a superpower that sets you apart.3 of the biggest insights from Jim Kwik …#1.) The MOM Method for Unlocking Superhuman Memory – Learn how Motivation, Observation, and Method can help you remember names, recall key details, and build stronger connections effortlessly#2.) The Hidden Cost of Digital Overload – Discover how constant notifications and endless information are rewiring your brain—and what you can do to reclaim your focus and mental clarity#3.) Take Your MEDS for Peak Brain Performance – How Jim’s 4-part formula—Meditation, Exercise, Diet, and Sleep—can sharpen your thinking, boost energy, and help you operate at your bestSHOW NOTEShttps://bradleyjohnson.com/102FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Jim's book, "Limitless: Upgrade Your Brain, Learn Anything Faster, and Unlock Your Exceptional Life" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "102" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
    Voir plus Voir moins
    1 h et 6 min
  • 101: Michael Hyatt, Megan Hyatt-Miller, & Brad Johnson - Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Double Win Podcast)

    101: Michael Hyatt, Megan Hyatt-Miller, & Brad Johnson - Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Double Win Podcast)
    Jan 29 2025
    If your business is taking over your life, it’s time to step back and rethink the playbook. Success shouldn’t come at the cost of everything else. The good news is, it doesn’t have to—and I’m the living proof. In this episode, the tables are turned as I take the guest seat on Michael Hyatt and Megan Hyatt-Miller’s podcast, The Double Win. We dive into my journey of building Triad Partners—the company I co-founded to help independent financial advisors grow their businesses without losing sight of what really matters.We cover everything from transitioning from a sales-driven mindset to a CEO role, to the importance of therapy for high-achieving entrepreneurs, to why business culture will make or break your success. I hope this conversation gives you practical insights and fresh perspectives to help you break free from the hustle trap.3 of the biggest insights from Brad Johnson & Michael Hyatt …#1.) Breaking Free from the Hustle Hamster WheelMany financial advisors build a business only to find themselves working more hours than ever. We talk about the common cycle of “market, sell, repeat” and how to escape it by structuring your business to scale beyond you.#2.) The Mindset Shift from Salesperson to CEOScaling a business isn’t just about bringing in more clients—it’s about shifting from a doer to a leader. I share the biggest leadership lessons I’ve learned while growing Triad from the ground up and building a 100-person team in just four years.#3.) Culture Is EverythingHiring the best talent is important, but if they’re not a culture fit, they’ll do more harm than good. We break down how Triad built a movement around Do Business, Do Life and why culture is the ultimate competitive advantage.SHOW NOTEShttps://bradleyjohnson.com/101FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
    Voir plus Voir moins
    59 min
  • 100: Anthony Pellegrino - Meet The Financial Advisor Who Scaled to $460M/Year by Thinking Bigger Than Himself

    100: Anthony Pellegrino - Meet The Financial Advisor Who Scaled to $460M/Year by Thinking Bigger Than Himself
    Jan 22 2025
    Most advisors dream of growing their business to the next level without grinding themselves into burnout. But how do you scale without sacrificing your time, freedom, and sanity?In this milestone 100th episode of Do Business. Do Life., I sat down with returning guest, Anthony Pellegrino, founder of Goldstone Financial Group. His first appearance on the show (Episode 16) was one of the most downloaded ever, and now he's back to share how he has doubled his firm’s assets year over year—from $232M to over $460M+—all while building a business that runs without him behind the desk.For years, Anthony prided himself on being a machine—unstoppable, always grinding. But a simple conversation with his grandmother changed everything when she told him, "Machines break." That wake-up call forced him to rethink his approach and build a firm that could scale beyond just him.In this episode, Anthony breaks down how he transformed his role from financial advisor to CEO & visionary, built a team of elite advisors, and developed a business model that thrives without him being in the trenches. If you’ve become the bottleneck in your firm, this episode reveals Anthony’s proven system for breaking free and scaling beyond what you ever thought was possible. 3 of the biggest insights from Anthony Pellegrino …#1.) If you’re still doing all the client work, you’re the bottleneck. Anthony shares how he removed himself from sales, client servicing, and marketing—without losing clients and growing exponentially#2.) Helping others scale strengthens your own success. Anthony doesn’t just build his own firm—he openly shares his strategies with other advisors, proving that growth isn’t a zero-sum game. His collaboration with leaders like Matt Dixon highlights how teaching others can reinforce your own systems and elevate the entire industry.#3.) Hiring doesn’t create competitors—it builds a stronger business. Anthony rejected the fear that training advisors would lead them to go out on their own. Instead, he built a system and culture so strong that top talent never wants to leave.SHOW NOTEShttps://bradleyjohnson.com/100FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.TP01254084361See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
    Voir plus Voir moins
    59 min
  • 099: Patric Yumul - Business Growth Secrets from a Michelin-Star Restaurateur

    099: Patric Yumul - Business Growth Secrets from a Michelin-Star Restaurateur
    Jan 15 2025
    What do Michelin-starred restaurants and top financial advisory firms have in common? More than you might think.In this episode, I’m talking with Patric Yumul, a hospitality industry leader who co-founded Mina Group with Chef Michael Mina, growing it from 4 restaurants to over 40 worldwide. Known for his expertise in fine dining, brand development, and team culture, Patric has built some of the most notable restaurant concepts in the industry. Now, as the CEO of TableOne Hospitality, he’s pioneering a fresh approach to hospitality, creating unforgettable guest experiences that keep customers coming back.We explore the surprising parallels between the restaurant industry and financial services, from managing high-net-worth clients to differentiating in a crowded, commoditized market.You learn all about the power of exceptional service—not just in restaurants, but in any business where client relationships matter (yes, that includes your advisory firm). Patric shares the exact strategies high-end restaurants use to turn first-time guests into lifelong patrons, and we explore how financial advisors can do the same by building trust, creating memorable interactions, and delivering next-level service.The biggest insights from Patric Yumul …The "Keystone Light" Effect: How a simple act of listening and personalized service at The French Laundry created a legendary guest experience—and how you can replicate this level of attentiveness in your own businessWhy Relationships > Transactions: In a world where everything is commoditized, the best way to stand out is through hospitality—making clients feel valued, understood, and like VIPs at every interactionThe Power of Culture in Scaling a Business: Most businesses fail not because of bad products, but because of poor leadership and team culture. Patric explains how he transformed a failing restaurant losing $400K into a thriving business generating $600K by focusing on people firstHandling Poor Performers & Leadership Accountability: Patric stresses that when a team member underperforms, leaders must first look at themselves. Do they have the right tools, training, and expectations? If the issue is misalignment, it's on the leader to fix it. But if a team member lacks motivation, tough decisions need to be made.SHOW NOTEShttps://bradleyjohnson.com/99FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
    Voir plus Voir moins
    1 h et 2 min
  • 098: Dr. Henry Cloud - Today May Be the Enemy of Your Tomorrow

    098: Dr. Henry Cloud - Today May Be the Enemy of Your Tomorrow
    Jan 8 2025
    What if the very thing that got you here is the one thing holding you back?As financial advisors, it’s easy to cling to familiar clients, strategies, or routines—but what happens when those very things start to cap your growth? Today on the pod, I’m talking with Dr. Henry Cloud—bestselling author, acclaimed leadership consultant, and a leading expert in the psychology of success and human performance.He’s here to help you identify the habits, mindsets, and decisions that are keeping you stuck—and show you how to break free, so you can create a business that blesses your life, not becomes your life.Henry hits on challenges every advisor is familiar with—things like saying no to clients that aren’t a good fit (regardless of how much revenue they drive), letting go of outdated strategies that no longer align with your goals, and building the confidence to step away from what’s comfortable to create space for what’s possible.One of the things Henry said that really stuck with me is this: "Today might be the enemy of your tomorrow." It’s a powerful reminder that growth often means letting go of what worked in the past to make space for what will take you to the next level.3 of the biggest insights from Henry Cloud …#1.) Necessary Endings Propel Growth: Learn why letting go of what no longer serves you is a crucial step toward creating a better future—in both business and life.#2.) The Power of Saying No: Discover how saying no to misaligned clients, opportunities, or tasks creates the space for bigger, more meaningful growth.#3.) Don't Let Fear Make Your Decisions: Master the "ready, aim, fire" formula to confidently ensure every decision aligns with your long-term vision.SHOW NOTEShttps://bradleyjohnson.com/98FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Dr. Henry's book, "Boundaries" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "98" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
    Voir plus Voir moins
    1 h et 6 min
  • 097: Solo - The First Thing I’d Do as a Financial Advisor (If I Could Start Over)

    097: Solo - The First Thing I’d Do as a Financial Advisor (If I Could Start Over)
    Jan 1 2025
    If I had to start over as a financial advisor, what would I do differently?Today, I’m sharing the lessons I’ve learned from years of coaching the top 1% of financial advisors. Whether you’re just getting started or you’re already running a successful firm, this episode is packed with actionable steps to help you avoid the grind and build a business with intention.We’re going to cover how to create freedom in your business, maximize your time, and build the structure you need to scale. These aren’t just ideas—they’re proven strategies that can transform your practice and your life.3 of the biggest insights from the episode …#1.) Your Very First Hire Should Be: Let me just say it—if you don’t have someone managing your time, your calendar is running your life. I’ll break down why hiring an EA should be your first move, even if it’s just part-time or virtual. [link to an episode]#2.) Track the Right Metric: Most advisors focus on revenue or AUM, but here’s the truth: the most important number is how many first appointments are on your calendar. I’ll show you how to set up a consistent marketing funnel to make sure you never run out of prospects. [link to ideal calendar]#3.) Run Your Business Like a Business: I get it—it’s easy to stay in advisor mode. But if you want to scale and create freedom, you’ve got to start thinking like a CEO. I’ll share how to structure your team, define clear roles, and build a business that doesn’t fall apart when you take a vacation.SHOW NOTEShttps://bradleyjohnson.com/97FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
    Voir plus Voir moins
    30 min