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

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

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

De : 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 Direction Economie Finances privées Management et direction
Épisodes
  • 163: Sabrina Brown & Grace Suchy - Why Most Financial Advisor Firms Can’t Escape the Chaos

    163: Sabrina Brown & Grace Suchy - Why Most Financial Advisor Firms Can’t Escape the Chaos
    Apr 8 2026
    Financial advisor firms rarely stall from a lack of effort. More often, growth breaks down when founders are trying to do everything themselves.But the difference between burnout and scale often starts with building the right team.In this conversation, I sat down with Sabrina Brown and Grace Suchy, members of the Reliance Financial Partners team (live from Triad’s Scale Summit in Dallas). Sabrina was the firm's first employee back in 2012 when they were running nearly 90 seminar nights a year, helping build the operational backbone of the business. Grace joined the team more recently and has already brought in $27 million in assets, almost entirely from existing clients.Together, they share the lessons from that journey, and their approach to hiring A-players that helped the firm go from $30M to $150M in AUM in just two years.3 of the biggest insights from Sabrina Brown & Grace Suchy…#1.) Growth Gets Expensive When Chaos is the Operating SystemSabrina shares what it looked like to help build the business in the early years when everyone was doing everything. The firm grew, but so did the burnout. One of the biggest lessons from this episode is that what gets you through the early stage won’t necessarily get you to the next level, and staying in chaos too long comes with a real cost.#2.) Great Operators Don’t Just Execute, They Create ClarityOne of the most practical ideas in this conversation is Sabrina’s approach to managing visionary founders. Instead of reacting to every new idea, she learned to ask better questions, clarify priorities, and use phrases like “paint me a picture” to reduce confusion. That shift helped turn overwhelm into alignment.#3.) Client Retention Scales When the Handoff Is IntentionalGrace brings an important perspective to the conversation around service and retention. She explains why servicing clients well is just as important as bringing them in, and why firms can’t afford to treat client handoffs like an afterthought. If you want to scale without eroding trust, the baton has to be passed, not thrown.SHOW NOTEShttps://bradleyjohnson.com/163FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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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    1 h et 20 min
  • 162: Jefferson Fisher - One Word That’s Destroying Client Trust

    162: Jefferson Fisher - One Word That’s Destroying Client Trust
    Apr 1 2026
    Across the table from every prospect is a hidden conversation—fear, insecurity, skepticism, or past experiences that shape how they hear everything you say.In this episode, I sit down with trial attorney, communication expert, and New York Times bestselling author Jefferson Fisher to unpack the subtle communication skills that determine whether clients trust you or shut down.Jefferson shares the same techniques he uses in courtrooms and high-stakes negotiations: how to recognize when someone is pulling away in a conversation, how to reduce tension instead of escalating it, and how a single word choice can change the direction of a meeting.We also get into the power of the pause, why arguments rarely lead to influence, and how slowing down your communication can instantly increase the perception of confidence and wisdom.If you’re an advisor who wants deeper trust with clients, stronger conversations, and more influence in every meeting, this episode is packed with practical insights you can start using immediately.3 of the biggest insights from Jefferson Fisher…#1.) There’s Always a “Hidden Conversation”Every client conversation has two layers: what’s being said, and what’s actually being felt. Jefferson explains that advisors who ignore the emotional layer—fear, insecurity, confusion—miss the real opportunity to connect and how to create an environment where clients feel safe enough to open up.#2.) The Words You Use Will Either Create Resistance or TrustSmall language shifts can completely change how a conversation feels. Replacing “but” with “and,” slowing down your delivery, and avoiding jargon can lower defensiveness instantly. The goal isn’t to sound smart, it’s to make the other person feel understood and comfortable.#3.) Master the Pause And You’ll Master the ConversationConfident communicators don’t rush to fill silence. Jefferson breaks down why slowing down your speech, allowing space in conversations, and letting silence work for you can instantly elevate authority and improve outcomes.SHOW NOTEShttps://bradleyjohnson.com/162FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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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    56 min
  • 161: Phil Bray - Why Most Financial Advisor Marketing Fails (and What To Do Instead)

    161: Phil Bray - Why Most Financial Advisor Marketing Fails (and What To Do Instead)
    Mar 25 2026
    If you’ve ever felt like the marketing strategies you’re using are confusing, inconsistent, or just not working the way you expected, you’re not alone. Oftentimes advisors end up using the spaghetti on the wall approach with random tactics, increasing social media presence, or copying what other firms are doing without a clear strategy behind it. The result? Wasted time, wasted money, and a pipeline that never gets filled the way you hoped.In today’s episode, I’m speaking with Phil Bray, founder of the Yardstick Agency and one of the UK’s leading marketing experts for financial advisors. Phil began his career as a financial advisor before launching an award-winning marketing firm that now helps advisory businesses across the UK grow through smarter positioning, clearer messaging, and intentional marketing strategies.Phil shares tips and strategies to help advisors build a marketing system that consistently attracts the right clients. From niching down and building a referral engine to leveraging social proof, content, and AI, we explore how advisors can stand out in a crowded market and build a firm that grows intentionally, not accidentally.3 of the biggest insights from Phil Bray…#1.) The Riches Are in the NichesAdvisors who try to market to everyone often struggle to stand out. Phil explains that narrowing your focus—whether it’s dentists, executives, or a specific stage of retirement—makes marketing dramatically easier. When you become the go-to expert for a specific audience, referrals increase and messaging becomes far more powerful.#2.) Most Advisors Think About Marketing BackwardsOne of the biggest mistakes advisors make is jumping straight into tactics before defining their goals. Phil recommends starting with the end in mind, who you want to work with, what growth actually looks like, and then building your marketing plan around those targets.#3.) Referrals Work Best When You Train Clients How to ReferMany advisors hope referrals happen naturally, but Phil believes the best firms intentionally educate clients on who the best referral candidates are, when to introduce them, and how to do it. He emphasizes applying thoughtful appreciation like handwritten thank-you notes or personalized gifts that create a powerful referral engine.FREE GIFTGet Phil's 7-Step Workbook, designed to help financial advisors build online awareness: https://bradleyjohnson.com/161-phil-bray-workbook/SHOW NOTEShttps://bradleyjohnson.com/161FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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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    1 h et 12 min
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