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

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

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

By: Brad Johnson
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About this listen

"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 Economics Leadership Management & Leadership Personal Finance
Episodes
  • 131: Nick Whitaker - The Advisor Seminar System That Books Appointments on Repeat

    131: Nick Whitaker - The Advisor Seminar System That Books Appointments on Repeat
    Aug 27 2025
    Advisors spend a ton of time and money putting on seminars… but let’s be honest, a lot of them leave frustrated when the room doesn’t convert. The #1 mistake I see? Going off-script instead of sticking to a proven process.That’s where Nick Whitaker comes in. Nick’s a former advisor who’s run 250+ seminars, and now he coaches advisors inside Triad on how to actually make these events work. His approach is simple: build connection up front, share content in a way that drives micro-commitments, and then guide prospects to a natural next step.The result? Advisors he coaches are consistently filling their calendars with quality appointments — even with high-net-worth clients who were previously unresponsive.In this episode, we dig into how Nick’s clients are turning seminars into a predictable growth engine — from the small tweaks that get people leaning in, to the messaging shifts that build trust, to the proven steps that turn an event into a calendar full of quality appointments.5 of the biggest insights from Nick Whitaker…1. The 3-Part Framework That Makes Seminars ConvertNick reveals the simple structure every advisor should follow: connect with your audience, deliver content that creates buy-in, and guide them toward small commitments. The advisors who “wing it” or go off-script are the ones who burn opportunities and leave empty-handed.2. You Don’t Have to Be the Person Who Delivers the SeminarFounders often think they have to be the one on stage, but that’s a limiting belief. Nick explains how top firms separate speakers from closers—letting great presenters fill the calendar while advisors focus on the right appointments.3. How Micro-Commitments Turn Listeners Into AppointmentsThe close doesn’t happen at the end—it happens all the way through. Nick shows how worksheets, checkboxes, and even nonverbal cues (like picking up a pen) keep audiences engaged and lead to natural, no-pressure conversions.4. The Seminar Tweak That Attracted $2M–$5M ClientsOne shift in delivery completely changed who booked appointments. Instead of attracting only transactional prospects, Nick’s approach brought in multimillion-dollar clients who had never responded before.5. How Post-Seminar Conversations Unlock Extra AppointmentsWalking out as soon as you finish speaking is a mistake. Nick explains how spending 10 extra minutes table-to-table often turns fence-sitters into clients—and why conviction, not “sales breath,” is what prospects actually respond to.SHOW NOTEShttps://bradleyjohnson.com/131FREE 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. TP08254657230See 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 hr and 6 mins
  • 130: Solo - The #1 Reason Financial Advisors Burn Out (And How to Fix It) with Brad Johnson

    130: Solo - The #1 Reason Financial Advisors Burn Out (And How to Fix It) with Brad Johnson
    Aug 20 2025
    What if the #1 reason you feel burned out is because you’re unknowingly doing three completely different jobs?In this solo episode, I break down the Triad Advisor Model—the exact system top firms are using to scale without sacrificing freedom. You’ll see why trying to run your practice alone is like running a Chick-fil-A by yourself—taking orders at the register, cooking the food in the back, and delivering it to the table—and how to replace that chaos with a clear, scalable system that frees you up to grow.Most advisors try to grow by doing more, but that path leads to burnout and stalled revenue. Instead, I’ll show you how to divide the advisor role into three specialized positions—selling, planning, and service—so you can build a business that grows beyond you.You’ll learn how to hire the right people for each role, compensate them for long-term success, and create a repeatable “advisor pod” system you can scale like clockwork.4 of the biggest insights from Brad Johnson…#1.) The 3 Roles That End Advisor Burnout How a Chick-fil-A-style model splits the advisor job into selling, planning, and service—so you stop doing everything yourself and start scaling with ease. #2.) The Process to Hire, Train, and Scale on Repeat A step-by-step system to find the right people, develop their skills, and build “advisor pods” you can copy and paste as your firm grows. #3.) The Personalities That Thrive in Each Role Why matching natural strengths to each advisor seat is the key to efficiency, retention, and a better client experience. #4.) How to Grow New Advisors Without Risking Big Prospects From “never leave an empty seat” to the “reverse shotgun” approach, discover how to groom future selling advisors without putting your top clients on the line.SHOW NOTEShttps://bradleyjohnson.com/130FOLLOW 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. 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. TP08254657222 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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    20 mins
  • 129: Marcus Sheridan - The Fastest Way to Build Trust & Turn Prospects into Clients

    129: Marcus Sheridan - The Fastest Way to Build Trust & Turn Prospects into Clients
    Aug 13 2025
    What if 80% of new clients were ready to work with you before they ever met you?That’s the reality Marcus Sheridan created when the 2008 recession almost bankrupted his pool business. The crisis forced him to rethink his marketing strategy–a shift that transformed his struggling company into the most visited swimming pool website in the world. How? By answering every customer question, even the uncomfortable ones, before the sales meeting ever happened.In this episode, Marcus reveals how financial advisors can apply the same approach to build unbreakable trust, shorten sales lead cycles, and create an overflowing pipeline of clients who already feel like they know, like, and trust you.We dig into the shocking amount of time that consumers spend researching products and services ahead of time, and the answers that advisors dread providing. We also discuss how advisors can leverage video, especially YouTube, to establish themselves as trusted experts in their industry, as well as the risks of being left behind and rendered obsolete by failing to adapt to AI, new technology, and the trust-building power of video.3 of the biggest insights from Marcus Sheridan…#1.) The "Big 5" Sales Topics That Clients Search Before They Hire YouMarcus breaks down the five topics every client wants to know about: cost, problems, comparisons, reviews, and "best of" lists. Bottom line: Advisors who address these topics upfront, win.#2.) How to Build Trust Before They Ever Shake Your HandWhen done right, your marketing becomes the sales process. Marcus proves his point by how clients opened the door saying, “Marcus from the pool video is here!”#3.) Why Video Content Is Your New Sales FunnelGoogle is sending less traffic to websites, thanks to AI. But YouTube traffic is up. Marcus shares how AI and buyer behavior are shifting and why your YouTube channel will soon be more important than your website.SHOW NOTEShttps://bradleyjohnson.com/129FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get copies of Marcus' book, "They Ask, You Answer: A Revolutionary Approach to Inbound Sales, Content Marketing, and Today's Digital Consumer" [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 "129" 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. TP08254657215See 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 hr and 5 mins
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