All Episodes
Do Business. Do Life. — The Financial Advisor Podcast — DBDL — 163 episodes
168: Solo - How I'd Spend My First $100,000 as a Financial Advisor with Brad Johnson
167: Adam Holt & Derek Notman - What Happens When Richard Branson Challenges You... And You Accept
166: Jimmy Rollins - The Four Steps to Real Accountability (Most Skip All of Them)
165: Solo - The 3 Word Framework for Every 1st Appointment (Financial Advisor Training) with Brad Johnson
164: Jon Acuff - The Most Expensive Fear in Financial Advising
163: Sabrina Brown & Grace Suchy - Why Most Financial Advisor Firms Can’t Escape the Chaos
162: Jefferson Fisher - One Word That’s Destroying Client Trust
161: Phil Bray - Why Most Financial Advisor Marketing Fails (and What To Do Instead)
160: Solo - The #1 Reason So Many Advisors Stay Stuck with Brad Johnson
159: Tom Healy - Why Your Advisory Firm Isn’t Attracting A-Players
158: Max Major (Mentalist) – The Closest Thing To Reading Your Client’s Mind
157: Kenzie Olejnik - The Culture Strategy Behind High-Growth Advisory Firms
156: Solo - Why Your Advisory Firm Can’t Scale (And the Role That Fixes It)
155: Solo - How I'd Approach Marketing as a Financial Advisor (If I Could Start Over)
154: Duncan MacPherson - How to Build a Referable Business Without Chasing Clients
153: Daniel Harkavy - How Advisors Accidentally Build Businesses They Hate
151: Shasta Nelson - The Science Every Advisor Needs to Know About Human Connection
150: Solo - 3 Lessons Every Advisor Can Learn From Their Doctor with Brad Johnson
149: Carey Lohrenz - Navy’s First Female Top Gun on Performing Under Pressure
148: Triad Member: Fired for Putting Clients First and How He Rebuilt a Family Practice Gathering $65M of New Assets with Keith Leverentz
147: Solo - Top 5 Most Replayed Moments in 2025 (According to the Stats) with Brad Johnson
146: Glenn Street - What Creating a Pro Sports Mascot Taught Me About Differentiating Your Advisory Practice
145: Lindsey Lewis - Why Women Will Drive the Next Era of Advisor Growth (According to the Data)
144: Triad Member: The Playbook That Took Reliance Financial Partners from $35M to $100M Per Year with Dana Dunkelberger
143: Solo - Your Office Space Could Be Costing You Million-Dollar Clients with Brad Johnson
142: Jason Early - The AI Tool Advisors Are Using to Win Business-Owner Clients
141: Eden Ovadia - The AI Platform Helping Financial Advisors Find and Convert Ideal Clients Faster
140: Triad Member - How RPC Unlocked 264% Growth in 3 Years with Gary Hansen, Jaris Hansen and Josh Cumrine
139: Daniel Crosby - The Psychology Behind High-Growth Financial Advisors (Live from Future Proof)
138: Robert Glazer - Uncover Your Core Values and Build a Business You Never Want to Retire From
137: Jason Khalipa & Daniel Crosby - Why My Family Asks Me to Travel More for Work (LIVE from Triad's DBDL Retreat)
136: Triad Member - The Mindset Shift That Unlocks Scale with Matt Rowley & Daveda Phillips
135: Garrett Gunderson - Comedy, Rockefellers, and Tax Secrets Used by the Ultra-Wealthy
134: Marisa Messana - How Advisors Can Build Trust & Win Clients on the Golf Course
133: Tim Grover - Mental Mastery: Lessons from Training Michael Jordan & Kobe Bryant
132: Triad Member - The Overlooked Hiring Secret That 4X’d This Advisor’s Firm with Devin Choules
131: Nick Whitaker - The Advisor Seminar System That Books Appointments on Repeat
130: Solo - The #1 Reason Financial Advisors Burn Out (And How to Fix It) with Brad Johnson
129: Marcus Sheridan - The Fastest Way to Build Trust & Turn Prospects into Clients
128: Triad Member - From Football to Finance: Serving Retirees by Protecting their Blind Sides with Terence Brown
127: Keith Ferrazzi - Never Lead Alone: What Top Advisors Do to Build High-Performing Teams
126: Solo - The 3 Most Common Hiring Mistakes Financial Advisors Make (And How to Fix Them) with Brad Johnson
125: Christa Hardin - Why Most Entrepreneur Couples Struggle (And How We Rebuilt) with Brad & Sarah Johnson
123: Ronen Olshansky - The Death of Networking (And The Rise of Real Relationships)
122: Solo - How a Single Word Can Impact Your Company Culture (And What to Do About It) with Brad Johnson
121: Derek Coburn - The Rise of Un-Retirement and What It Means for Advisors
120: Triad Member – How to Help Clients Actually Live Their Retirement with Dylan Bond
119: Brendan Frazier - Why Most Advisors Fail to Connect with Clients
118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days)
117: Alex Judd - Your Personality Is NOT a Business Plan
116: Triad Member - $380M Gathered in 2024 – Inside SHP Financial’s Growth Strategy with Keith Ellis Jr. & Michelle Short
115: Solo - This Stoic Lesson Made Me a Better Leader with Brad Johnson
114: Steven Latow - A Proven Way to ACTUALLY Integrate AI into Your Financial Practice
113: Andrew Woodward - How Buying a Pro Sports Team Actually Works
112: Triad Member - From Solo Advisor to CEO with Nico Pesci
111: Solo - 5 Hard Truths from 20 Years in Finance with Brad Johnson
110: Dane Espegard - Why Employees Leave (And the System That Fixes It)
109: Rich Robledo - Building a Community That Opens Doors & Unlocks Growth
108: Triad Member - The Uncommon Advisor Training Model that Captured $67M with Michael & Laura Lehrhaupt
107: Christa Hardin - Enneagram & Entrepreneurship: Transform Your Business & Marriage
106: Solo - 3 Compensation Mistakes Financial Advisors Make When Scaling with Brad Johnson
105: Shannon Rosic - The Evolution of Fintech & AI for Financial Advisors
104: Triad Member - Gathering $49M of New Assets in a 4-Day Work Week with Brent & Kim Wells
103: Jon Acuff - How to Set and Hit Bigger Goals (The High-Performer’s Mindset)
102: Jim Kwik - Helping CEOs Think Faster & Remember More
101: Michael Hyatt, Megan Hyatt-Miller, & Brad Johnson - Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Double Win Podcast)
100: Triad Member - Meet The Financial Advisor Who Scaled to $460M/Year by Thinking Bigger Than Himself with Anthony Pellegrino
099: Patric Yumul - Business Growth Secrets from a Michelin-Star Restaurateur
098: Dr. Henry Cloud - Today May Be the Enemy of Your Tomorrow
097: Solo - The First Thing I’d Do as a Financial Advisor (If I Could Start Over)
096: Triad Member - Scaling from $30M to $60M (Working 20hrs/Week) with Craig Sullivan & Bonnie Becker
095: Ken Coleman - Unlock Your Full Potential by Doing the Work You Were Wired to Do
094: Dennis Moseley-Williams - The Secret to Building Lifelong Client Relationships
093: Solo - Why Most Financial Advisors Are a Commodity (And What To Do About It)
092: Triad Member - From Stuck to Significance: How to 3x Growth Without Burning Out with Dana & Tyler Dunkelberger
091: Ian Cron - The Fix: How Hidden Addictions Keep Financial Advisors Stuck
090: Shawn Sparks & Brad Johnson - The 5 Principles to Scale Your Business and Build a Life of Impact (Live from FutureProof)
089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson
087: Tim White and Sara Baker - How Wealth.com Is Transforming Estate Planning
086: Amanda Brinkman - How Financial Advisors Can Build a Purpose-Driven Brand that Attracts Clients
085: Solo - Honoring John Ruhlin: The Greatest Relationship Builder of Our Time
084: Triad Member - The Story Behind 20% Growth in Less Than 7 Months with John McNeil and Virginia O’Brien
083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor
082: Demi-Leigh Tebow - Beyond Miss Universe: Overcoming Adversity and Finding True Identity
081: Solo - How Financial Advisors can Optimize their Calendar to Maximize Revenue and Freedom with Brad Johnson
080: Triad Member – Financial Advisor Team 10X Growth by Helping Clients Retire Fearlessly with The Nebens
079: Bentley Caldwell - How to Dress for Success as a Financial Advisor
078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant
077: Brad Johnson & Justin Donald - Growing Your Business WITHOUT Sacrificing Your Life (Live on Front Row Dads Podcast)
076: Triad Member - The Secret Behind 400% Growth in One Year with James and Kris Rea
075: Chris & Melissa Smith - Family Brand: The Secret to Becoming a Stronger Parent, Spouse, and Family
073: Solo - Why Every Entrepreneur Should Be In Therapy with Brad Johnson
072: Triad Member – Referral Secrets for Gathering $60M of New Assets Annually with Andy Heese
071: Ken Crenshaw - Unlocking Elite Performance & Building a Winning Culture
070: DJ Eric Rhodes - Turning Your Passion into Your Career & Going Viral
069: Brad Johnson & Dave Zoller - Creating Unlimited Growth and Freedom in Your Business AND Life - Streamline Replay
068: Triad Member - Overcoming Loss and Serving $10M+ Clients with Tim & Julie Sullivan
067: Ross Marino - The Power of Human-First Financial Guidance
066: Brooke Martin - Why an Executive Assistant is the #1 Overlooked Role in Finance
065: Tom Ruggie - From Solo Advisor to Family Office & Marketing to the Sports Card Niche
064: Triad Member - Unlocking Rapid Growth by Empowering Your Team & The Power of Selfless Leadership with Jordan Flowers
063: Kristi Herold - It Pays to PLAY & Building a Winning Workplace Culture
062: James Conole - How a Financial Advisor Used YouTube to Generate $400M+ of AUM
061: Jeffrey Shaw - Attracting Ultra-Wealthy Clientele and Becoming a Photographer to the Stars
060: Triad Member – Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI with Mike & Jess Panico
059: Scott Hanson - The Secret to NFL RedZone’s Success & Prepping for 7 Hours of Commercial Free Football
058: Brittany Hodak - How to Tell Your Story & Turn Clients into Superfans
057: Arthur Brooks - The Science of Happiness and Helping Retirees Find Passion & Purpose
056: Triad Member - Overcoming Addiction & Learning to Let Go of Control with Russ Ross
055: Shawn Sparks - The Advisor Transformation & How Financial Advisors Can Build a Legacy That Outlives Them
054: Robert Sofia - Taking Online Relationships to Real World Clients
053: Hal Elrod - The Miracle Morning & Evening, and Overcoming Adversity
052: Triad Member - The Power of Community, Creating a Culture of Trust, and Building a Life of Significance with Tyler Wrezinski and Andrew Hall
051: Justin Donald - Becoming a Lifestyle Investor, Hiring A+ Talent, and Building a Life by Design
050: Daniel Crosby - The Soul of Wealth, Money vs Happiness, & How to Write a Book
049: Wally Elibiary - Unlocking Client Referrals from Attorneys, CPAs, & other COIs and The 24-7 Mindset
048: Triad Member – Mastering Educational Events vs Dinner Seminars & the Impact of Building a Firm vs an Agency Model with Stephen Stricklin
047: Top Moments of 2023 - Top Guest Stories, Moments, and Ideas
046: Ann Hiatt - Jeff Bezos' Secrets to Success, the DNA of Unicorn Leaders, and How to Bet on Yourself
045: Triad Member Spotlights - Top Moments of 2023
044: Triad Member – Cracking the Code on Attorney Referrals & Casting a Vision that Inspires Your Team with Victor Medina
043: Jamie Hopkins - Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital World
042: Matt Middleton - The Story Behind Future Proof & Transforming Your Live Events into Experiences
041: Taylor Schulte - Podcasting Playbook for Financial Advisors & Building a Business You Love by Managing Client Expectations
040: Triad Member - Leading by Reading, Owning the Pharma Niche, & Strengthening Your Team with Wayne Wagner
039: Michael Hyatt - Dinner Dates With Your Kids, Winning At Work & Succeeding At Life with the Double Win (Live on Front Row Dads Podcast)
038: Jordan Rigi - Building a Business for Unlimited Growth, Freedom & Joy
037: Adam Holt - Using Asset Map to Simplify Complexity & Create Meaningful Client Conversations
036: Triad Member – Streamlining Ops, Protecting Your Culture, and Scaling to $1B AUM with Michelle Short
035: Matt Beaudreau - Reshaping Financial Education & Preparing Kids to Succeed at Life
034: Sten Morgan - Leading with Advice, Bridging the Trust Gap, and Generating Referrals
033: Jason Khalipa - Elevating Your Mindset
031: Kristin Shea - How Financial Advisors Can Build a Brand That’s Authentic to You
030: John Israel - How Handwriting 1,825 Thank You Cards in a Year Changed Me
029: Leore Avidar - Investing in Sports Cards, Scaling Businesses, and Hiring Top Talent
028: Triad Member - How Empowering a Team Unlocks Exponential Growth with David & Kristy Afraimi
027: Joey Coleman - Never Lose an Employee Again
026: Brian Portnoy - The Psychology of Money, Rich vs. Wealthy, and AI’s Role in Finance
025: Chandler Bolt - How to Write a Book That Grows Your Income, Impact, and Business
024: Triad Member - Shifting to a Leadership Mindset and on Pace to Reach $80M+ of New Assets in 2023 with Jeremy Reiland, Nick Reiland and Tim Kuntz
023: Rener Gracie - Harnessing the 32 Principles of Jiu-Jitsu to Succeed in Business, Relationships, and Life
022: Anthony Zhang - Pitching Mark Cuban, Overcoming Adversity, and Investing in Fine Wine
021: Dave Zoller - Leveraging YouTube to Grow Your Advisory Business
019: Jason Wenk - Traits of a Great Fiduciary, Flywheel Momentum, & Designing a Business Around Your Life
018: John Ruhlin - The Art & Science of Radical Generosity and Relationship Building
017: Amy Porterfield - How Financial Advisors Can Build Digital Courses
016: Triad Member - How Building a Business that's Bigger than Him Unlocked $250M+ of Growth Annually with Anthony Pellegrino
015: Corey Westphal - Helping Advisors Master Productivity, Simplify Meetings, & Optimize Data
014: Jamie & Jim Sheils - The Family Board Meeting Framework, Tech-Fasting, & Unforgettable Date Nights
013: Ian Cron - Using the Enneagram to Lead with Compassion, Strengthen Your Team, & Scale Your Business
012: Triad Member - Doubling Business by Letting Go, Empowering Your Team, and MASTERING Seminars with Tom Jacobs
011: Kyle Van Pelt - Leveraging Tech to Deliver Unforgettable Client Experiences
010: Robert Glazer - Elevate Your Team, Avoid Burnout, and Drive Sustainable Growth
009: Bob Burg - Master Your Emotions, Effective Communication, and Stepping Into Your Clients Shoes
008: Triad Member - Referral Strategy, Lead Generation, Writing Books, & Systematizing Your Business with Dan DeVerna
007: Michael Kitces - Advisor Marketing, Niches, One Page Plans, Building a Team, and Being a CEO
006: Simon Bowen - Using Visual Models to Simplify the Complexity of Finance
005: Chris Smith - Leadership, Language, and the Path to Preeminence
004: Triad Member - Generating $250M of New Assets in a Single Year with Matthew Peck, Derek Gregoire, and Keith Ellis
003: Michael Hyatt - Mind Your Mindset
002: Shawn Sparks - The 5 Pillars to Scaling Your Advisory Business
001: Why I Quit My Job... The Story Behind "Do Business. Do Life." with Brad Johnson
The "Do Business, Do Life" Podcast