083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor

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

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How To Replace A $100,000+ Salary Within 6 MONTHS Through Buying A Small Business w/ Alex Kamenca & Carley Mitus 57:50

52 weeks ago57:50

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57:50

Alex (@alex_kamenca) and Carley (@carleymitus) are both members of our Action Academy Community that purchased TWO small businesses last thursday! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coaching Call With Our Team Here To Get "Unstuck" Want to know which investment strategy is best for you? Take our Free Asset-Selection Quiz Check Out Our Bestselling Book : From Passive To Passionate : How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hustle Guide ? Follow Me As I Travel & Build: IG @brianluebben ActionAcademy.com…

about a year ago 1:07:05

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Today, I’m sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter.

Starting at just 25, Thomas quickly earned recognition as one of Investopedia’s Top 100 Financial Advisors in both 2022 and 2023. By focusing on creating valuable, engaging, and authentic content, he turned Twitter into a powerful growth engine for AllStreet Wealth.

In this conversation, Thomas shares actionable advice for financial advisors like the step-by-step methods he’s used to drive 97% of new assets from Twitter, build an engaged audience of 28,600 followers, and create content that converts.

So you're looking to amplify your online presence, build your personal brand, and grow your advisory firm, this conversation is packed with actionable insights from one of the industry's rising stars.

3 of the biggest insights from Thomas Kopelman …

Focus on Actions, and Results Will Follow: Discover how leveraging mentorship and continuous learning can drive rapid growth in your business.

How to Harness the Power of Twitter: Thomas breaks down the exact steps he used to go from 0 to 28,600 followers, turning Twitter into a marketing funnel that generates 97% of new business!

The Content Creation Playbook: Learn how to generate good ideas, stand out from the crowd, and build a personal brand that attracts new clients.

FREE GIFT + JOIN THE DBDL INSIDER CREW

Today's Gift: 10% discount on Thomas's course, How to Build Your Personal Brand and Get Your First Client from Social Media. *Please note, Triad is an All Street Academy Ambassador.

To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "83" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

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https://bradleyjohnson.com/83

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright 2024 Triad Partners. All rights reserved. TP09243739583

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

114 episod

#Entrepreneur #Business #Brad Johnson #Triad Partners #Hiring #Financial Advisors #Investing #Independent Financial Advisor #Sales #Financial Services #Elite Advisor Blueprint #Financialadvisor #Financial Planning #Personal Development #Marketing #Trading

083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor

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

published about a year ago

Kongsi

MP3•Laman utama episod

3 of the biggest insights from Thomas Kopelman …

Focus on Actions, and Results Will Follow: Discover how leveraging mentorship and continuous learning can drive rapid growth in your business.

How to Harness the Power of Twitter: Thomas breaks down the exact steps he used to go from 0 to 28,600 followers, turning Twitter into a marketing funnel that generates 97% of new business!

The Content Creation Playbook: Learn how to generate good ideas, stand out from the crowd, and build a personal brand that attracts new clients.

FREE GIFT + JOIN THE DBDL INSIDER CREW

Today's Gift: 10% discount on Thomas's course, How to Build Your Personal Brand and Get Your First Client from Social Media. *Please note, Triad is an All Street Academy Ambassador.

SHOW NOTES

https://bradleyjohnson.com/83

FOLLOW BRAD JOHNSON ON SOCIAL

FOLLOW DBDL ON SOCIAL:

DISCLOSURE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

114 episod

Semua episod

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

1
113: Andrew Woodward - How Buying a Pro Sports Team Actually Works 1:14:01

6 days ago1:14:01

1:14:01

In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion. That’s not luck, it’s strategy! But how do these deals actually happen? Who’s behind them? And why are pro sports teams becoming the ultimate alternative investment? In this episode, I’m talking with Andrew Woodward—former right-hand to Leigh Steinberg, the real-life inspiration behind Jerry Maguire—to explore one of the most exclusive asset classes on the planet: professional sports teams. Andrew is now a key figure at Game Plan, an investment bank that helps broker deals for NFL, NBA, MLB, and NHL franchises. And in this conversation, he reveals how these deals are sourced, why valuations keep exploding, and what advisors can learn from it all. From ownership structures and revenue streams to the rise of private equity in sports, this episode pulls back the curtain on how billion-dollar teams really get bought and sold. The biggest insights from Andrew Woodward … 1.) How NFL Agents Earn Trust (and Referrals) for Life Leigh Steinberg didn’t become the inspiration for Jerry Maguire by luck. Andrew shares the relationship-building playbook he learned from Leigh—and how trust, not tactics, is what lands high-profile clients. 2.) Why Pro Sports Teams Are the Ultimate Alt Investment These assets aren’t just trophies, they’re smart plays in a scarce, high-demand market. Andrew explains the drivers behind skyrocketing team valuations and what makes them so appealing to sophisticated investors. 3.) The Revenue Streams Behind Billion-Dollar Teams From ticketing and sponsorships to media rights and real estate, today’s franchises generate income across multiple verticals. Andrew breaks down how these revenue engines work—and what advisors can learn from the way pro teams diversify and scale. 4.) How Private Equity Is Opening the Door With team valuations on the rise, leagues are embracing private equity in new ways. Andrew unpacks how this shift is creating more access points for investors. SHOW NOTES https://bradleyjohnson.com/113 FOLLOW BRAD JOHNSON ON SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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. TP04254372644 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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

1
112: Triad Member - From Solo Advisor to CEO with Nico Pesci 1:12:42

13 days ago1:12:42

1:12:42

What if your best year in business was also your breaking point? That’s exactly where Nico Pesci found himself in 2021. His practice was booming, but between 50+ client meetings a week, late-night emails, and missed time with family, the cost was high. He was burning out. Fast. In today’s conversation, Nico opens up about the wake-up call that made him rethink everything—and how he rebuilt a business he could scale without sacrificing himself in the process. You’ll hear how he went from running Pesci Financial as a solo advisor to launching Momentum Wealth, a firm grounded in purpose, systems, and team. We talk about how he shifted from selling products to helping clients design a retirement they actually want, the mindset shifts that helped him let go of control, and how the death of a close friend reminded him what really matters. This was a great conversation that will challenge you to pause, reflect, and ask: Am I building a business that’s actually worth it? 5 of the biggest insights from Nico Pesci … 1.) What 50+ Meetings a Week Really Cost Him Nico opens up about the burnout that came after his biggest production year ever—and how hitting $75M in new assets became the wake-up call that forced him to redefine success. 2.) Turning a Personal Brand into a Purpose-Driven Firm Discover how Nico’s shift from Pesci Financial to Momentum Wealth marked more than a rebrand, it was a mindset transformation from ego-driven achievement to team-led legacy. 3.) Why Hiring Felt Risky—But Paid Off Big Scaling from 5 to 15 team members wasn’t easy. Nico shares how he overcame the common advisor fear of “I can’t afford to hire” and ended up with more time, more happiness, and more profit. 4.) The Power of Slowing Down to Build Systems That Scale Learn how slowing down to build internal processes became the key to accelerating growth—and why Nico believes systemizing is what separates sustainable success from lucky sprints. 5.) Real-World Examples of How Advisors Can Use AI From onboarding to client communication, Nico reveals how his team is experimenting with AI to improve systems, reduce workload, and elevate the client journey in ways that scale. SHOW NOTES https://bradleyjohnson.com/112 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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. TP04254364012 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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

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111: Solo - 5 Hard Truths from 20 Years in Finance with Brad Johnson 15:39

20 days ago15:39

15:39

Ten years ago, I thought success was all about the numbers — AUM, revenue, production, etc. But after two decades in the industry and thousands of conversations with advisors, I’ve seen behind the curtain. I’ve met advisors making millions who are secretly miserable… and others earning far less who are truly winning in every category that matters. In this short solo episode, I’m sharing the 5 hard truths I wish someone told me earlier — the same ones we now teach inside Triad. These are the lessons that helped me (and the advisors we coach) grow faster, lead better, and actually enjoy both the business and the life we’re building. 5 Lessons to Succeed as a Financial Advisor … 1.) Relationships Beat Revenue Early on, I was chasing numbers — production, AUM, call volume. But the most fulfilled advisors aren’t chasing clients; they’re building real relationships. The kind that go beyond the portfolio and into family, values, and legacy. When you lead with service, the business takes care of itself. 2.) Simplicity Sells. Complexity Repels Top advisors take complex ideas and make them simple. Visuals, frameworks, and analogies aren’t gimmicks, they’re how you create clarity. And clarity builds trust. If a prospect doesn’t understand your value, they won’t pay for it. Clarity creates confidence 3.) Growth Without Alignment = Burnout You can build a business that looks great from the outside and be miserable on the inside. I’ve seen it too many times. Growth only works if it aligns with your life. If your business doesn’t support your values, family, or well-being, it’s just a matter of time before burnout hits. 4.) Proximity is Power You don’t need all the answers, but you do need the right people around you. I’ve seen entire businesses transform because an advisor got in the right room, asked the right questions, and stayed curious. Proximity accelerates growth. Don’t go it alone. 5.) Advisors Are Leaders (Not Just Planners) Advisors aren’t just here to give advice. You’re here to lead. To guide families through fear, change, transitions, and uncertainty. If you only give advice, you inform. But when you lead with vision and empathy, you transform. That’s the difference between a commodity and a category of one. SHOW NOTES https://bradleyjohnson.com/111 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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. TP04254372578 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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

1
110: Dane Espegard - Why Employees Leave (And the System That Fixes It) 48:52

27 days ago48:52

48:52

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 Now Why “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 Teams A 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 About Dane uncovers the secret to creating a company culture so strong that employees talk about it at home, increasing retention and deepening loyalty. SHOW NOTES https://bradleyjohnson.com/110 FREE GIFT + JOIN THE DBDL INSIDER CREW Today'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 SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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. TP4254352708 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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

1
109: Rich Robledo - Building a Community That Opens Doors & Unlocks Growth 56:33

5 weeks ago56:33

56:33

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 Advisor Success 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 Think Rich 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 Wealth Rich 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 NOTES https://bradleyjohnson.com/109 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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 .…

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

1
108: Triad Member - The Uncommon Advisor Training Model that Captured $67M with Michael & Laura Lehrhaupt 1:17:44

6 weeks ago1:17:44

1:17:44

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 NOTES https://bradleyjohnson.com/108 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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 .…

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

1
107: Christa Hardin - Enneagram & Entrepreneurship: Transform Your Business & Marriage 1:05:16

7 weeks ago1:05:16

1:05:16

What if understanding one simple framework could transform your marriage, improve communication, and make you a better leader in your business? That’s what we’re diving into today with Enneagram expert Christa Hardin—and for the first time ever, my wife, Sarah, is co-hosting with me. The Enneagram isn’t just another personality test, it’s a powerful tool that helps you understand how you and the people around you think, communicate, and handle challenges. Sarah and I have used it in our own marriage, and it’s been a game-changer—not just at home, but in running a business and leading a team, too. In this episode, we’re breaking down how different personality types handle stress, make decisions, and navigate conflict—insights that are just as valuable for your firm as they are for your marriage. Christa also shares what she’s learned from working with couples and business owners, so you can avoid the common pitfalls that lead to frustration and disconnect. Whether you’re running a business with your spouse, balancing marriage and entrepreneurship, or just want stronger relationships, this conversation is packed with insights you can start using today. 3 of the biggest insights from Christa Hardin … #1.) How Your Enneagram Type Impacts Your Business & Marriage Understanding your Enneagram type can help you recognize your strengths and blind spots—not just in your relationships, but in your practice. Are you a natural risk-taker (Type 7) who jumps into business decisions too fast? Or a problem-solver (Type 6) who overanalyzes and struggles with decision fatigue? Knowing this can help you make more confident, intentional choices—both at work and at home. #2.) The 5-to-1 Rule for High-Stakes Conversations Whether you’re talking to a client about their financial future or having a tough conversation with your spouse, the way you communicate matters. Christa shares the 5-to-1 ratio—five positive interactions for every one piece of constructive feedback. Applying this in client meetings builds trust. Using it at home strengthens your marriage. Either way, it’s a simple but powerful way to improve communication in every area of your life. #3.) Balancing Business & Marriage Takes Strategy Many financial advisors work with their spouse or have a partner who supports their growing business. The problem? Work and home life start blending together, leading to burnout, miscommunication, or resentment. Christa shares strategies for setting clear boundaries, prioritizing quality time, and making sure your marriage doesn’t take a backseat to your business goals. SHOW NOTES https://bradleyjohnson.com/107 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get a free copy of Christa’s book, "Enneagram in Marriage: Your Guide to Thriving Together in Your Unique Pairing" [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 "107" 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 SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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 .…

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

1
106: Solo - 3 Compensation Mistakes Financial Advisors Make When Scaling with Brad Johnson 19:48

8 weeks ago19:48

19:48

If there’s one thing that can ruin a great team, it’s getting compensation wrong. I’ve seen it happen over and over—advisors accidentally overpaying, then having to backtrack (and losing their best people). Or underpaying, and wondering why top talent isn’t sticking around. In this solo episode, I’m breaking down the 3 biggest compensation mistakes I’ve seen independent financial advisors make, and how to fix them before they cost you your best hires. If you want to build a team that scales with you, attracts A-players, and doesn’t require endless hiring and firing, this episode is for you. 3 of the biggest insights from the episode … #1.) Stop Compensating for Today—Start Planning for Tomorrow Most advisors set comp structures based on current needs, not where their business is going. The result? A structure that doesn’t scale, overpays some roles, and causes resentment among the team. Learn how to future-proof your pay model before it’s too late. #2.) Match Compensation to the Role—Not the Person If you’re deciding pay based on an individual, not the job, you’re setting yourself up for chaos. I'll break down why comp should be role-based, scalable, and fair, no matter how many team members you add. #3.) Your Compensation Plan is Only as Strong as Your Training Model Hiring a great advisor? That’s step one. But if you don’t have a structured training track, you’re setting them up to fail. I’ll share how to mirror your comp plan with training, so new hires can ramp up fast and start producing sooner. SHOW NOTES https://bradleyjohnson.com/106 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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. TP02254220351 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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

1
105: Shannon Rosic - The Evolution of Fintech & AI for Financial Advisors 1:05:33

9 weeks ago1:05:33

1:05:33

Technology is evolving faster than ever, and financial advisors who ignore it risk getting left behind. That’s why I’m sitting down with Shannon Rosic , Director of WealthStack Content & Solutions at Informa, to talk about the cutting-edge advancements that are reshaping the financial services industry. Shannon has spent over a decade at the forefront of fintech, helping firms navigate digital media, AI-driven solutions, and the evolving wealth tech landscape. Known by many as “Gadget Girl” for her creative and engaging approach to fintech storytelling, she’s the go-to expert on helping firms harness technology to scale efficiently—without sacrificing the human touch. In this episode, we dig into the future of AI in wealth management, how advisors can future-proof their business, and why the build vs. buy debate is more critical than ever. Plus, Shannon shares her take on the biggest tech trends advisors need to embrace now to stay ahead of the game. 4 of the biggest insights from Shannon Rosic … #1.) AI isn’t coming—it’s already here If you’re not testing AI-powered tools like automated note-taking, prospecting assistants, and workflow automation, you’re already falling behind. AI isn’t going to replace advisors, but it will separate those who embrace it from those who resist it. #2.) The Future of CRM & AI-Driven Workflows CRMs are evolving from static databases to AI-powered growth engines. The best firms are using AI-driven workflows to automate follow-ups, surface insights, and free up advisors to focus on what matters most—building relationships. #3.) The Must-Have Features of a Client Portal A great client portal isn’t just about access—it’s about engagement. The best portals deliver personalized insights, intuitive design, and seamless communication, making complex financial planning feel effortless for clients. #4.) Build vs. Buy: Which Tech Strategy Wins? Should firms build their own tools or buy off-the-shelf solutions? The best strategy is often a mix—leveraging best-in-class third-party tech while customizing key elements to fit your firm’s unique needs SHOW NOTES https://bradleyjohnson.com/105 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: Get 20% discount for Wealth Management Edge To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "105" 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 SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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. TP02254221191 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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

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104: Triad Member - Gathering $49M of New Assets in a 4-Day Work Week with Brent & Kim Wells 1:31:59

10 weeks ago1:31:59

1:31:59

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 CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 NOTES https://bradleyjohnson.com/10 4 FOLLOW BRAD JOHNSON ON SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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 .…

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

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103: Jon Acuff - How to Set and Hit Bigger Goals (The High-Performer’s Mindset) 1:08:55

11 weeks ago1:08:55

1:08:55

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 Mistake Most 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 Game AI 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 Goals Is 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 NOTES https://bradleyjohnson.com/103 FREE GIFT + JOIN THE DBDL INSIDER CREW Today'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 SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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 .…

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

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102: Jim Kwik - Helping CEOs Think Faster & Remember More 1:06:02

12 weeks ago1:06:02

1:06:02

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 Memor y – 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 best SHOW NOTES https://bradleyjohnson.com/102 FREE GIFT + JOIN THE DBDL INSIDER CREW Today'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 SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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 .…

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

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101: Michael Hyatt, Megan Hyatt-Miller, & Brad Johnson - Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Double Win Podcast) 59:06

13 weeks ago59:06

59:06

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 Wheel Many 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 CEO Scaling 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 Everything Hiring 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 NOTES https://bradleyjohnson.com/101 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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 .…

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

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100: Triad Member - Meet The Financial Advisor Who Scaled to $460M/Year by Thinking Bigger Than Himself with Anthony Pellegrino 58:55

14 weeks ago58:55

58:55

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 NOTES https://bradleyjohnson.com/10 0 FREE GIFT + JOIN THE DBDL INSIDER CREW Today's Gift: 30 minute 1:1 coaching call with Brad Are 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 SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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. TP01254084361 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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

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099: Patric Yumul - Business Growth Secrets from a Michelin-Star Restaurateur 1:01:56

15 weeks ago1:01:56

1:01:56

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 business Why 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 interaction The 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 first Handling 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 NOTES https://bradleyjohnson.com/99 FOLLOW BRAD JOHNSON ON SOCIAL Twitter Instagram LinkedIn FOLLOW DBDL ON SOCIAL: YouTube Twitter Instagram LinkedIn Facebook DISCLOSURE 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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