Episodes

  • 124: Triad Member – The Right Way to Hand Off a Family Business with Ben Grosko

    124: Triad Member – The Right Way to Hand Off a Family Business with Ben Grosko
    Jul 9 2025
    In our industry, family-run firms are common. But handing the business down to the next generation is rarely seamless.Triad Member Ben Grosko knows that firsthand. After years of saying no to joining his dad’s firm, he eventually stepped in—not just as an advisor, but as the eventual successor to a decades-long legacy.Since joining the firm in 2015, Ben has helped drive growth from $15M to $70M in annual new assets. That kind of transformation didn’t come from grinding harder—it came from smarter systems, a unified client experience, and a shift from a founder-led model to a true team-first approach.In this episode, Ben opens up about what it really takes to navigate succession in a family business, scale sustainably, and build something bigger than yourself.3 of the biggest insights from Ben Grosko …1.) Succession Planning: How to Pass the Baton Without Dropping ItSuccession planning in a family business is never simple. Ben opens up about how they slowly shifted roles, responsibilities, and leadership, without letting the business (or family) fall apart.2.) Scaling From $15M to $70M in Annual New AssetsSince joining the firm in 2015, Ben has helped drive growth from $15M to $70M in annual new assets. He unpacks the systems, tech, and planning process upgrades—like eMoney and Riskalyze—that fueled that scale and created a more consistent client experience.3.) From I to We: Empowering The Entire TeamThe biggest unlock? Moving from an “I” to a “We” mindset. Shifting from a founder-led firm to a true team-driven business. Ben reveals how a team-first model—with defined roles, clear career paths, and shared ownership—freed up advisors to focus on what they do best and gave the entire firm room to scale without burnout.SHOW NOTEShttps://bradleyjohnson.com/124FREE 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. TP07254613392See 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 mins
  • 123: Ronen Olshansky - The Death of Networking (And The Rise of Real Relationships)

    123: Ronen Olshansky - The Death of Networking (And The Rise of Real Relationships)
    Jul 2 2025
    What if the key to growth wasn’t more leads, but deeper relationships?Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never Eat Alone, the book that completely redefined how we think about networking. Together, they created the Beyond Connections program, which helps leaders turn those principles into real-world practice through action, community, and systems that actually scale trust.In this episode, we unpack how advisors can move beyond surface-level connections and outdated networking tactics, and start building real, reciprocal relationships that compound over time.Ronen shares how to replace scattered follow-ups with a repeatable relationship system—built on generosity, structure, and consistency. You’ll learn how to stay top of mind with the right people, deepen trust over time, and turn your network into the most valuable asset in your business.3 of the biggest insights from Ronen …#1.) A Simple System to Strengthen Key RelationshipsRonen shares a simple but powerful system for relationship management: use a “second brain” to quickly capture key details after every conversation—whether it’s a voice memo, note, or text to yourself—then block time each week to follow up, add value, and stay connected with your most important relationships. Paired with a dashboard to track touchpoints and relationship strength, this system keeps you consistent, intentional, and top of mind.#2.) How to Measure (and Deepen) Relationship Quality Over TimeInstead of categorizing contacts by titles or roles, Ronen introduces the RQ framework—from RQ1 (a new connection) to RQ5 (an inner-circle lifeline). It’s a simple but powerful way to know who you should be investing in, and how often.#3.) Hosting Dinners That Create Connection and Open DoorsTired of stale networking events? Ronen breaks down the “Jeffersonian dinner” format—a structured, one-conversation experience that helps you connect high-level guests, spark meaningful discussion, and become the hub of your network.SHOW NOTEShttps://bradleyjohnson.com/123FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a 15% discount on Ronen's 8-week program, "Beyond Connections."To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "123" 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. TP06254535343See 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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    55 mins
  • 122: Solo - How a Single Word Can Impact Your Company Culture (And What to Do About It) with Brad Johnson

    122: Solo - How a Single Word Can Impact Your Company Culture (And What to Do About It) with Brad Johnson
    Jun 25 2025

    What if the biggest threat to your culture was the language you use?

    As your firm scales, the way you talk about the people on your team can either create clarity or chaos. In this solo episode, I share a painful but powerful lesson I learned while building Triad Partners—from an underperforming team member we were too afraid to let go, to 100+ A-players aligned to a clear mission.

    You’ll hear the exact mistake we made, why we had to course-correct fast, and how shifting a single word completely transformed how we hire, lead, and hold people accountable.

    If you’re trying to scale your business without sacrificing your team’s trust or performance, this episode is for you.


    3 of the biggest insights from Brad Johnson …


    #1.) Why “Family” Sends the Wrong Message

    Calling your team a “family” feels inclusive, but it clouds expectations. It creates hesitation when tough decisions need to be made and sends mixed signals about what’s acceptable. Replacing “family” with “team” gives you the clarity and confidence to lead with consistency.


    #2.) Families Blur Boundaries but Teams Require Them

    In a family, you show up no matter what, even when standards slip. But in business, that thinking weakens accountability. Teams work best when expectations are clear, responsibilities are defined, and everyone knows what it means to pull their weight.


    #3.) Belonging Should Be Earned, Not Assumed

    In a family, you belong by default. On a team, you earn your spot by aligning with the mission. This mindset shift helps you attract the right people, foster buy-in, and build a culture where everyone’s rowing in the same direction.


    SHOW NOTES

    https://bradleyjohnson.com/122


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    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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    18 mins
  • 121: Derek Coburn - The Rise of Un-Retirement and What It Means for Advisors

    121: Derek Coburn - The Rise of Un-Retirement and What It Means for Advisors
    Jun 18 2025
    As a financial advisor, you’re taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don’t actually want?In this episode, I’m talking with Derek Coburn—longtime advisor and author of Let’s Retire Retirement—to talk about how changing that one question can completely shift the way you serve your clients.Derek makes a strong case that instead of chasing some number or arbitrary retirement date, we should be asking: Do you even want to retire? And what are you putting off today for a future that might not play out the way you imagine?He shares why helping clients stay engaged in purposeful work—even part-time—can reduce financial pressure, increase fulfillment, and create more space for what matters most right now.Great advising isn’t about getting clients to the end, it’s about making the in-between years count.3 of the biggest insights from Derek Coburn …#1.) Why “Un-Retirement” Is on the RiseRoughly 25–30% of retirees are returning to work. Not because they need the money, but because they miss purpose, connection, and contribution. Derek explains why it’s time for advisors to stop assuming retirement is the goal and start asking if it’s even the right fit.#2.) The Time Machine Effect: Would You Pay to Go Back in Time?Derek shares a powerful thought experiment: how much would you pay to go back in time for just one more night with your kid at age 10? It’s a reminder that time, not money, is our most valuable asset. As advisors, helping clients reframe retirement isn’t just a financial strategy, it’s a chance to give them more life in their years right now.#3.) How to Attract Clients You Actually Want to Work WithIf you’re taking on clients just to hit a number, it’s only a matter of time before your calendar is filled with people who drain you. Derek shares how he shifted from goal-chasing to values-aligned client growth—and why that mindset leads to both fulfillment and better results.SHOW NOTEShttps://bradleyjohnson.com/121FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a copy of Derek’s book, "Let’s Retire Retirement" [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 "121" 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. TP06254535327See 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 2 mins
  • 120: Triad Member – How to Help Clients Actually Live Their Retirement with Dylan Bond

    120: Triad Member – How to Help Clients Actually Live Their Retirement with Dylan Bond
    Jun 11 2025
    What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt?That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks.Despite undergoing major surgery, radiation, and months of recovery, Dylan’s firm outpaced the previous year on a pro rata basis. He shares the systems that made that possible, and the shift that helped him stop operating as a one-man show.More importantly, his experience reshaped how he advises clients—especially those who are financially set but emotionally stuck. Dylan unpacks the reason retirees struggle to spend without guilt, and why most people look back with one regret: “I wish I’d done more while I still could.”3 Big Insights from Dylan …#1.) A Business That Runs Without You Isn’t Optional—It’s a NecessityDylan’s battle with cancer revealed what most advisors don’t realize until it’s too late: If your business can’t grow without you, you don’t own a business, you own a job. Discover the systems, hires, and mindset shifts that allowed his firm to scale, even during the most challenging season of his life.#2.) Why Most Retirees Live Like They’re Broke (Even When They’re Not)Dylan reveals how fear and a lack of planning keeps wealthy retirees from spending money. He explains the simple mindset shift (and plan) that gives clients permission to enjoy their wealth—without guilt or anxiety.#3.) Seminars vs. Educational Events: What Actually Builds Trust?Dylan explains why he transitioned from pitch-heavy seminars to education-first events—and how that subtle shift from selling to teaching created instant trust, sparked better conversations, and led to stronger long-term relationships with prospects.SHOW NOTEShttps://bradleyjohnson.com/120FREE 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. TP06254535313See 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 mins
  • 119: Brendan Frazier - Why Most Advisors Fail to Connect with Clients

    119: Brendan Frazier - Why Most Advisors Fail to Connect with Clients
    Jun 4 2025
    The best financial advisors aren’t just experts in finance, they’re experts in people.In this episode, I’m talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection.As an expert at helping advisors uncover the emotional drivers behind their clients’ financial decisions, Brendan explains why advice alone isn’t enough—and what top advisors do differently to drive action. From subtle mindset shifts that deepen trust to science-backed communication strategies that boost follow-through, Brendan shares the human-side skills that can help you become a more effective, empathetic, and influential advisor. 3 of the biggest insights from Brendan Frazier … #1.) Why Most Clients Don’t Follow Advice—And What You Can Do About ItBrendan shares what financial advisors can learn from how doctors treat patients—and why the way you deliver advice often matters more than the advice itself. #2.) The Hidden Skills That Make Clients Feel Truly UnderstoodBrendan unpacks the subtle (but powerful) skills that top advisors use to create trust and connection. You’ll learn how to reset between meetings, why repeating a client’s words is more powerful than praising them, and what neuroscience says about the hidden benefits of curiosity. #3.) The Most Revealing Question You Can Ask in a First AppointmentBrendan breaks down the psychology behind one deceptively simple question: “Why now?” You’ll hear how this question uncovers the real reason a client is sitting in your office—and how it sets the stage for both emotional connection and clear planning.SHOW NOTEShttps://bradleyjohnson.com/119FOLLOW 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. TP05254535317See 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 16 mins
  • 118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days)

    118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days)
    May 28 2025
    What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business?Today’s guest has done exactly that—and he’s here to show you how.I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online communities. He’s the creator of Smart Passive Income, a top-rated podcast with over 47 million downloads. He’s also built multiple successful YouTube channels, each tapping into different niches and reaching millions.What really stood out to me about Pat is his willingness to try new things without fear of failure. He’s constantly experimenting, learning from what works (and what doesn’t), and sharing those insights openly with his audience.In this episode, he’s pulling back the curtain on how to build a successful YouTube channel—from creating content that instantly hooks viewers to using YouTube Shorts to skyrocket your reach. If you’ve ever thought about using YouTube to grow your financial firm, this conversation is packed with practical advice you can use. 4 of the biggest insights from Pat … #1.) Proven YouTube Strategies for Explosive GrowthDiscover the YouTube strategies Pat uses to drive massive growth—including how to master hooks, stand out in a crowded market, storytelling techniques, build loyal communities, leverage trending topics, and balance long-form videos with Shorts. #2.) From 0 to 2.5 Billion Views in 300 DaysPat reveals how he launched a Pokémon YouTube channel (without any experience in that niche) and scaled it from 0 to 2.5 billion views in just 300 days. His story is a masterclass in rapid experimentation, finding your niche, and doubling down on what works. #3.) Using Challenges to Drive Engagement and Attract ClientsPat revealed how to use online challenges to turn passive viewers into engaged followers. These challenges can become powerful case studies that showcase your expertise and attract new clients. #4.) Lean Learning: Achieve More by Learning LessInstead of trying to learn everything, Pat practices “Lean Learning,” focusing on one skill at a time until he masters it. This approach has helped him scale multiple businesses. Financial advisors can apply the same strategy—whether it’s building a YouTube channel, leveraging AI, or becoming a better leader—by going deep on one skill that drives real results.SHOW NOTEShttps://bradleyjohnson.com/118FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a signed copy of Pat’s book, "Lean Learning: How to Achieve More by Learning Less" [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 "118" 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. TP05254485420See 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 1 min
  • 117: Alex Judd - Your Personality Is NOT a Business Plan

    117: Alex Judd - Your Personality Is NOT a Business Plan
    May 21 2025
    Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Judd reveals in this episode.Alex spent years at the Dave Ramsey organization as the former host of the EntreLeadership Podcast, giving him the opportunity to learn from one of the most influential names in personal finance. He saw firsthand how Dave empowered his team, fostered a culture of accountability, and scaled a personal brand into a massive organization—all without losing control.Eventually, Alex launched his own venture, carrying those lessons with him. As the Founder & CEO of Path for Growth, he now offers community, coaching, and experiences for impact-driven leaders.In this episode, you’ll learn how to go from being an advisor working in your business to becoming the CEO who actually leads it—mastering delegation, building systems that run smoothly, and creating a business that thrives without your constant oversight.4 of the biggest insights from Alex…1.) The Artist’s Trap: Why Your Personality Isn’t a Business Model Most entrepreneurs start as the “artist” in their business—personally handling everything because they’re great at what they do. But Alex reveals why this approach is a trap. If your business depends entirely on your talent, energy, and personality, it’s not scalable. Alex shares how to escape the artist’s trap and become a true leader—one who builds a business that runs smoothly, even when you’re not in the room.2.) Healthy Accountability Drives GrowthAlex explains how to create a culture of feedback where team members feel empowered rather than criticized. Discover the system he uses to give feedback and measure team performance without hurting morale.3.) The 4-Steps to Operationalizing Your Business Alex walks through his 4-step process to make excellence predictable and repeatable: Standardize, Document, Evaluate, and Improve. Whether you’re running a team of 5 or 50, this framework will help you scale without chaos.4.) How Founders Can Delegate Their Unique Skills and TalentsMany founders struggle to delegate their strongest skills because those talents come naturally to them. But Alex shares how to break this barrier by identifying your core strengths, distilling them into clear, teachable processes, and empowering your team to replicate them. He reveals why your greatest strengths can become your greatest bottleneck if not properly transferred.SHOW NOTEShttps://bradleyjohnson.com/117FOLLOW 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. TP05254485404See 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 15 mins