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

De: Brad Johnson
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  • Resumen

  • "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
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Economía Finanzas Personales Gestión y Liderazgo Liderazgo
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Episodios
  • 110: Dane Espegard - Why Employees Leave (And the System That Fixes It)

    110: Dane Espegard - Why Employees Leave (And the System That Fixes It)
    Apr 2 2025
    Most leaders struggle to keep top talent. Why? Because when employees don’t feel engaged or fulfilled, they often start looking for better opportunities elsewhere.And while competitive pay matters, it’s not the only reason people stick around. What if the real key to retention was helping your team achieve their personal dreams?In this episode, I’m talking with Dane Espegard, a leadership expert, Cutco-Vector entrepreneur, and the author of The Dream Machine. Dane has built one of Cutco’s most successful sales teams—not by micromanaging or driving harder, but by creating a company culture that makes people want to stay.Dane’s Dream System flips traditional leadership on its head. Instead of just setting company goals, he helps his team identify and achieve their personal dreams, leading to higher engagement, loyalty, and performance. The results? A thriving team that’s deeply invested in the company’s success, because they know the company is committed to theirs.3 of the biggest insights from Dane Espegard …#1.) Stop Postponing Life & Start Retiring NowWhy “someday” is the biggest retirement risk and how small, intentional lifestyle shifts can create freedom long before the traditional retirement age—for both you AND your clients.#2.) The Dream Tracking System That Motivates & Inspires TeamsA simple yet powerful framework for helping your team achieve personal dreams—while boosting engagement and performance at work.#3.) How to Build a Workplace Culture That Spouses Brag AboutDane uncovers the secret to creating a company culture so strong that employees talk about it at home, increasing retention and deepening loyalty.SHOW NOTEShttps://bradleyjohnson.com/110FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get Dane's 1000+ Dreams Spreadsheet - a simple tool to help your team dream bigger!To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "110" 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. TP4254352708See 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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    49 m
  • 109: Rich Robledo - Building a Community That Opens Doors & Unlocks Growth

    109: Rich Robledo - Building a Community That Opens Doors & Unlocks Growth
    Mar 26 2025
    Your network isn’t just who you know, it’s who knows you. And if you’re not intentional about building the right relationships, you’re leaving massive opportunities on the table—especially as a financial advisor who wants to work with high-net-worth clients and take your firm to the next level.That’s where Rich Robledo comes in. He’s built a thriving real estate business by mastering the art of networking, mentorship, and high-value conversations. Instead of constantly chasing new business, he’s created a model where opportunities come to him.In this episode, Rich shares how financial advisors can apply the same principles to grow their practice. From curating the right circles to fostering client loyalty and referrals, he explains how he turned casual conversations into long-term business relationships with ultra-affluent clients.We also dive into his investment philosophy, lessons from past market cycles (including the 2008 crash), and the mindset shift that separates successful advisors from those who stay stuck. If you're looking to elevate your network, build deeper trust with clients, and create a business that grows through relationships, you won’t want to miss this one.3 of the biggest insights from Rich Robledo …#1.) The Secret to Building a High-Value Network as an AdvisorSuccess in financial services isn’t just about your credentials, it’s about who you surround yourself with. Rich shares how he built a community of influential connections through mentorship, strategic events, and authentic relationship-building—principles advisors can apply to attract high-net-worth clients.#2.) How High Net-Worth Clients ThinkRich has worked with ultra-affluent buyers, from high-profile athletes to top executives. He breaks down how they make decisions, what they value most, and how you can position yourself as their go-to advisor.#3.) Real Estate Investing for Long-Term WealthRich plays the long game in real estate. He shares why he holds properties for 10+ years, where he’s investing now, and how he structures deals for cash flow and appreciation.SHOW NOTEShttps://bradleyjohnson.com/109FREE 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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    57 m
  • 108: Michael & Laura Lehrhaupt - The Uncommon Advisor Training Model that Captured $67M

    108: Michael & Laura Lehrhaupt - The Uncommon Advisor Training Model that Captured $67M
    Mar 19 2025
    New clients fuel growth, but without the right team, your firm will always hit a ceiling.That’s exactly why I wanted to speak with Michael & Laura Lehrhaupt, founders of Strategies for Wealth Management and longtime Triad members, who scaled their firm from $41M to $67M in just three years—without adding more hours to their week.Their growth didn’t come from just one strategy, it was a combination of TV, webinars, seminars, and educational events, all working together to create an omnipresent brand that positioned them as the go-to firm in their market. They also built a 35,000-person database and implemented a nurturing system that turned cold leads into warm conversations and repeat clients.But the real game-changer? Relentless advisor development. Their daily 9:30 AM training sessions transformed junior advisors into $20M+ producers, proving that growth isn’t just about marketing, it’s about building a team that can scale the business beyond you.3 of the biggest insights from Michael & Laura Lehrhaupt …#1.) The Power of Omnipresence: Marketing that makes you the go-to advisor in your area requires more than one funnel. Learn how Michael & Laura built a brand that follows prospects everywhere—across TV, webinars, seminars, and educational events.#2.) Why Most Advisors Fail at Hiring & Training: It’s not just about finding talent, it’s about developing it. Discover the daily training framework that transformed their junior advisors into $20M+ producers.#3.) How a 35,000-Person Database Became a Goldmine: Most advisors ignore their existing audience. Michael & Laura share how they nurture relationships, create re-engagement campaigns, and drive revenue from past clients and prospects.SHOW NOTEShttps://bradleyjohnson.com/108FREE 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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    1 h y 18 m

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Excellence

Brad and Kristin are phenomenal at producing and interviewing top notch guests on their podcast! I’ve been a loyal follower of Brad since “The Elite Advisor Blueprint” podcast days. His perspective on the industry is great and I’ve learned a ton about how to lead my firm!

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