『Do Business. Do Life. — The Financial Advisor Podcast — DBDL』のカバーアート

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

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

著者： Brad Johnson
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"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 matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a mission to fix it.

Join Brad as he distills the best advice from top thought leaders and applies it to the world of independent financial advising. Get actionable tips/tactics on sales, marketing, entrepreneurship, business growth, lead generation, hiring, training, team building, company culture, core values, work/life integration, family, relationships, and more!

"Do Business. Do Life." is way more than just another podcast for financial advisors. It's an experience. It's a community. And more than anything, it's a movement. #DBDL

Want to discover what it truly means to succeed as a financial advisor? Subscribe to Do Business, Do Life OR visit https://bradleyjohnson.com/

© 2025 Bradley Johnson マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • 118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days)

    118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days)
    2025/05/28
    What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business?Today’s guest has done exactly that—and he’s here to show you how.I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online communities. He’s the creator of Smart Passive Income, a top-rated podcast with over 47 million downloads. He’s also built multiple successful YouTube channels, each tapping into different niches and reaching millions.What really stood out to me about Pat is his willingness to try new things without fear of failure. He’s constantly experimenting, learning from what works (and what doesn’t), and sharing those insights openly with his audience.In this episode, he’s pulling back the curtain on how to build a successful YouTube channel—from creating content that instantly hooks viewers to using YouTube Shorts to skyrocket your reach. If you’ve ever thought about using YouTube to grow your financial firm, this conversation is packed with practical advice you can use. 4 of the biggest insights from Pat … #1.) Proven YouTube Strategies for Explosive GrowthDiscover the YouTube strategies Pat uses to drive massive growth—including how to master hooks, stand out in a crowded market, storytelling techniques, build loyal communities, leverage trending topics, and balance long-form videos with Shorts. #2.) From 0 to 2.5 Billion Views in 300 DaysPat reveals how he launched a Pokémon YouTube channel (without any experience in that niche) and scaled it from 0 to 2.5 billion views in just 300 days. His story is a masterclass in rapid experimentation, finding your niche, and doubling down on what works. #3.) Using Challenges to Drive Engagement and Attract ClientsPat revealed how to use online challenges to turn passive viewers into engaged followers. These challenges can become powerful case studies that showcase your expertise and attract new clients. #4.) Lean Learning: Achieve More by Learning LessInstead of trying to learn everything, Pat practices “Lean Learning,” focusing on one skill at a time until he masters it. This approach has helped him scale multiple businesses. Financial advisors can apply the same strategy—whether it’s building a YouTube channel, leveraging AI, or becoming a better leader—by going deep on one skill that drives real results.SHOW NOTEShttps://bradleyjohnson.com/118FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a signed copy of Pat’s book, "Lean Learning: How to Achieve More by Learning Less" [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 "118" 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. TP05254485420See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    1 時間 1 分
  • 117: Alex Judd - Your Personality Is NOT a Business Plan

    117: Alex Judd - Your Personality Is NOT a Business Plan
    2025/05/21
    Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Judd reveals in this episode.Alex spent years at the Dave Ramsey organization as the former host of the EntreLeadership Podcast, giving him the opportunity to learn from one of the most influential names in personal finance. He saw firsthand how Dave empowered his team, fostered a culture of accountability, and scaled a personal brand into a massive organization—all without losing control.Eventually, Alex launched his own venture, carrying those lessons with him. As the Founder & CEO of Path for Growth, he now offers community, coaching, and experiences for impact-driven leaders.In this episode, you’ll learn how to go from being an advisor working in your business to becoming the CEO who actually leads it—mastering delegation, building systems that run smoothly, and creating a business that thrives without your constant oversight.4 of the biggest insights from Alex…1.) The Artist’s Trap: Why Your Personality Isn’t a Business Model Most entrepreneurs start as the “artist” in their business—personally handling everything because they’re great at what they do. But Alex reveals why this approach is a trap. If your business depends entirely on your talent, energy, and personality, it’s not scalable. Alex shares how to escape the artist’s trap and become a true leader—one who builds a business that runs smoothly, even when you’re not in the room.2.) Healthy Accountability Drives GrowthAlex explains how to create a culture of feedback where team members feel empowered rather than criticized. Discover the system he uses to give feedback and measure team performance without hurting morale.3.) The 4-Steps to Operationalizing Your Business Alex walks through his 4-step process to make excellence predictable and repeatable: Standardize, Document, Evaluate, and Improve. Whether you’re running a team of 5 or 50, this framework will help you scale without chaos.4.) How Founders Can Delegate Their Unique Skills and TalentsMany founders struggle to delegate their strongest skills because those talents come naturally to them. But Alex shares how to break this barrier by identifying your core strengths, distilling them into clear, teachable processes, and empowering your team to replicate them. He reveals why your greatest strengths can become your greatest bottleneck if not properly transferred.SHOW NOTEShttps://bradleyjohnson.com/117FOLLOW 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. TP05254485404See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    1 時間 15 分
  • 116: Triad Member - $380M Gathered in 2024 – Inside SHP Financial’s Growth Strategy with Keith Ellis Jr. & Michelle Short

    116: Triad Member - $380M Gathered in 2024 – Inside SHP Financial’s Growth Strategy with Keith Ellis Jr. & Michelle Short
    2025/05/14
    Live from Triad’s Scale Summit in Atlanta, I got the opportunity to sit down with two Triad members who are driving SHP Financial’s incredible growth—founding partner Keith Ellis Jr. and Chief Operating Officer Michelle Short.In this behind-the-scenes conversation, we unpack how SHP went from a 4-person startup to a 55-person firm who gathered $380M of total assets in 2024, growing to $1.6B of AUM. You’ll hear how they scaled without burning out, built career tracks that turned interns into $80M producers, and created a culture-backed onboarding system that scales consistency, deepens trust, and reinforces what makes SHP different. 3 of the biggest insights from Keith and Michelle… #1.) How SHP Gathered $380M of Total Assets in 2024SHP didn’t grow by grinding, they grew by stepping back. Instead of meeting with every client, SHP’s founders focused on high-net-worth clients while their team of specialists handled planning, follow-up, and client management. The result? $380M of total assets without burnout or bottlenecks. #2.) The Onboarding System That Scales Consistency, Trust, and ReferralsEvery SHP hire starts with a Vision Session, a 1:1 with a partner, and a deep dive into the firm’s culture handbook. From “Shipmates” to Enneagram walls, everything is built to align the team and protect the client experience. That’s how SHP builds internal trust—and earns referrals without ever asking. #3.) SHP’s 3-Tier Client Model That Protects Founder TimeBy segmenting clients into three tiers, SHP ensures their founders only meet with $2.5M+ prospects—while newer advisors gain reps with clients under $1M. The result? More capacity, clearer career paths, and 4x the asset growth with half the meetings.SHOW NOTEShttps://bradleyjohnson.com/116FREE 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.
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    41 分

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