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

Hosted by Brad Johnson

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Aug 2026

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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a mission to fix it. Join Brad as he distills the best advice from top thought leaders and applies it to the world of independent financial advising. Get actionable tips/tactics on sales, marketing, entrepreneurship, business growth, lead generation, hiring, training, team building, company culture, core values, work/life integration, family, relationships, and more! "Do Business. Do Life." is way more than just another podcast for financial advisors. It's an experience. It's a community. And more than anything, it's a movement. #DBDL Want to discover what it truly means to succeed as a financial advisor? Subscribe to Do Business, Do Life OR visit https://bradleyjohnson.com/ ]]>

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August 26, 20261 hr 5 min

183: Ben Nemtin - Most Retirees' Regrets Have Nothing to Do With Money

What happens when a client has enough money to retire, but no idea what they actually want retirement to look like? Ben Nemtin knows that problem better than most. After struggling with anxiety and depression at 19, he and three friends created a list of things they wanted to do before they died. That experiment eventually became The Buried Life and led to nearly two decades of studying purpose, regret, and what actually makes people feel alive. This week’s conversation covers why some clients lose their sense of identity after retirement, why the habits that helped them build wealth can keep them from enjoying it, and how financial advisors can help clients get clearer on what all that money is actually for. 3 Insights From This Week’s Episode… 1.) The Retirement Problem a Financial Plan Can't Solve Clients can reach financial independence and still feel completely unprepared for the loss of structure, identity, relationships, and purpose that can come with leaving work. We explore why this transition can be harder than the numbers suggest. 2.) Why Some Clients Never Feel “Rich Enough” Saving can become a lifelong default. Even when the plan says they're financially secure, some clients still struggle to spend on the experiences they spent decades working toward. That tension creates an important opportunity for advisors. 3.) Trust Is Built Beyond The Spreadsheet Clients don't only want to know whether their plan works. They want to know that their advisor understands what the money is actually for. Ben and I explore what advisors may be missing when those deeper conversations never happen. SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdl SHOW NOTES https://bradleyjohnson.com/183 FOLLOW BRAD JOHNSON ON SOCIAL X 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TO09265770638 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

August 19, 202642 min

182 - SHP Financial - Inside a $2B AUM Exit - What Buyers Actually Pay For

A growing advisory firm and a valuable advisory firm aren't always the same thing. Plenty of founders know their AUM, revenue, and production. Far fewer know how an outside buyer would judge the business if they had to put a price on it tomorrow. SHP Financial went from less than $30 million in AUM around 2014 to roughly $2 billion AUM by the time they entered the acquisition process. But going through that process forced Derek, Keith, Matthew, and Michelle, to look at the business through a completely different lens. We talk about the things buyers cared about that they hadn't always measured, the founder dependencies that can quietly hurt enterprise value, why impressive growth numbers don't always tell the full story, and what SHP had built behind the scenes that made the firm attractive to an acquirer. If you're building an advisory firm you eventually want to sell, or simply want a business that can grow without depending on you, this conversation gives you a look at what the market actually values. 3 Insights From This Week's Episode #1.) Growth Doesn't Automatically Create Enterprise Value You can have significant AUM, strong production, and years of growth while still owning a business that's difficult for someone else to buy. We explore the questions an acquirer asks that many advisors don't start thinking about until much later. #2.) What Happens When The Founder Is The System? If sales, service, planning, and key client relationships still depend on you, your firm may be more fragile than it looks. SHP's acquisition experience revealed why the business behind the founder matters just as much as the founder's ability to produce. #3.) Are You Tracking The Wrong Growth Number? A big production year can look great on paper while hiding what's actually happening inside the business. Derek, Michelle, and Keith share how the acquisition process changed the way they look at growth—and why the scorecard buyers use may be different from yours. WANT TO LEARN WHAT ACTUALLY DRIVES VALUE FOR YOUR FIRM? Apply for a seat at The Table for a one-time, behind-the-scenes training with SHP Financial on the metrics, systems, and lessons that matter most when building a business that’s bigger than you. Apply now to reserve your spot: https://bradleyjohnson.com/182-the-table-with-shp/ SHOW NOTES https://bradleyjohnson.com/182 FOLLOW BRAD JOHNSON ON SOCIAL X 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.TP08265847628 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

August 12, 20261 hr 9 min

181: Ariana Luterman – The Mindset That Took Her From Bedridden to World Record Holder

Almost every advisor hits a point where the grind starts to wear on you, the finish line feels hundreds of miles away, and the urge to give up starts creeping in. This week, Ariana Luterman joins me to talk about what it took to go from being completely bedridden for a year to breaking two Guinness world-records by completing six Ironmans on six continents. We get into what happens when motivation disappears, why you need to have belief before there’s any evidence you should, and how to know when to keep pushing instead of changing the goal. We also talk about one of the biggest mistakes I see advisors make as they grow: treating business like a solo sport. Ariana’s story is a powerful example of what happens when the goal is yours, but the weight of getting there isn’t all on your shoulders. And there’s a lesson in that for any advisor trying to build something bigger than themselves. 3 Insights From This Week’s Episode… #1.) Confidence Is Built Long Before Results Show Up Extraordinary goals rarely come with immediate proof that you're on the right path. Ariana shares why learning to believe in yourself before anyone else does became one of the most important skills on her journey—and why advisors often face a similar challenge as they build their businesses. #2.) The Right Mindset Can Become Your Greatest Competitive Advantage When obstacles appear, most people focus on circumstances. We discuss how intentional mental habits, daily rituals, and disciplined self-talk can shape performance long before external results ever catch up. #3.) Growth Often Begins Where Comfort Ends Every meaningful pursuit eventually becomes uncomfortable. Ariana reflects on what happens when excuses become easy, why resilience is developed through adversity, and how embracing difficult seasons can transform both business and life. SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdl SHOW NOTES https://bradleyjohnson.com/181 FOLLOW BRAD JOHNSON ON SOCIAL X 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

August 5, 202636 min

180: The Hidden Cost of Building a Successful Advisory Firm (Brad Johnson on Beyond the Trees)

This one flips the usual format. Instead of hosting, I was the guest on the Beyond The Trees podcast with Alex Murphy, from the team at Cedarwood Financial Partners. We talked about something a lot of advisors feel but rarely say out loud. You can hit the numbers, look successful from the outside, and still feel disconnected from the work and the life you thought you were building. I share the moment that forced me to rethink what success actually meant and why there is an important difference between building success and building significance. We also look at what your calendar reveals about your real priorities, why many advisors underestimate the value of their own time, and how holding onto the wrong work can quietly limit both the business and the life you are trying to create. This conversation is about the hidden cost of success and the choices that determine whether your firm ultimately supports your life or slowly takes it over. 3 Insights From This Week’s Episode… #1.) Successful on Paper, Trapped in Practice A lot of founders leave one situation to build something better, then look up a few years later feeling boxed in by the thing they created. We get into why this happens and how easy it is to miss until it is well underway. #2.) The Conversation Finance Doesn't Want to Have Burnout, loneliness at the top, needing outside help. These show up constantly behind closed doors and almost never on stage. We talk about why the industry stays quiet about it and what that silence costs. #3.) What an Hour of Your Time Is Actually Worth Most advisors have never put a real number on their own time, so they spend hours on work they would never pay someone else to do. We explore why that math changes how you think about hiring, delegation, and growth. SHOW NOTES https://bradleyjohnson.com/180 SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdl FOLLOW BRAD JOHNSON ON SOCIAL X 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP08265629238 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

July 29, 202656 min

179: Jacob Shapiro – The 4 Forces Behind the Biggest Wealth Shift in 40 Years

The assumptions that shaped the last 40 years of investing may not hold for the next 40. The world is becoming more complex. U.S. dominance is shifting, while major changes in energy, technology, and demographics are creating new risks and opportunities that many financial plans aren’t prepared for. The challenge for financial advisors isn’t getting more information. It’s cutting through the noise, finding the signals that actually matter, and helping clients avoid short-term decisions based on the latest headline. I’m excited to be talking with geopolitical analyst Jacob Shapiro to unpack the four forces he believes will reshape markets, portfolios, and financial planning in the years ahead. We also explore where advisors may be carrying more risk than they realize, why some of the best opportunities may exist outside the United States, and how to think more clearly about what’s coming next. 3 Insights From This Week’s Episode… #1.) The Four Forces Advisors Can’t Afford To Ignore The shift toward a multipolar world is happening alongside major changes in energy, technology, and demographics. Jacob explores why these forces matter for financial advisors and how they could challenge assumptions that have guided portfolios and financial plans for decades. #2.) More Information Can Lead To Worse Decisions Advisors and clients have access to an endless stream of headlines, opinions, and predictions. We discuss why reacting to all that noise can distort how people understand risk and why the most important signals are often hiding beneath the story dominating the news. #3.) Are Advisors Too Focused On Avoiding Losses? Clients remember losses more than gains, which can quietly push advisors toward overly cautious decisions. Jacob examines the tension between protecting what clients have and helping them participate in the opportunities created by a more volatile world. Triad Sales Lab Want to turn more great prospects into lifelong clients? Triad Sales Lab helps advisors use simple visual models to communicate more clearly, strengthen appointments, and improve the way they present their process. Learn more and apply below. https://bradleyjohnson.com/174-triad-sales-lab/ SHOW NOTES https://bradleyjohnson.com/179 FOLLOW BRAD JOHNSON ON SOCIAL X 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP07265768485 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

July 22, 20261 hr 1 min

178: Quin Kilgore – AI Is Changing the Advisor Tech Stack Forever

Financial advisors are being pitched new AI tools almost every day. The promise is simple: more automation, better client service, and fewer hours buried in administrative work. But adding AI to a fragmented technology stack doesn’t automatically make your business smarter. If your client data is incomplete, trapped inside disconnected systems, or flowing through tools you haven’t properly vetted, AI may amplify the problems you already have. Today, I’m talking with Triad’s Chief Technology Officer, Quin Kilgore, to explore why the next era of advisor technology won’t be won by the firm with the most software. We discuss why the tools that helped build your firm may not be the tools that carry it forward, where convenience can create hidden compliance risks, and how AI could reshape everything from marketing attribution and advisor coaching to client events and everyday operations. 3 Insights From This Week’s Episode… #1.) The Hidden Risk Beneath Every AI Tool Advisors tend to focus on what a new AI tool can do. But the bigger risk may be hiding in incomplete client records, fragmented systems, and unclear data policies. We explore why AI adoption can make weaknesses in your firm’s foundation much harder to ignore. #2.) Why Today’s Tech Stack May Become Tomorrow’s Bottleneck For years, advisory firms built their businesses around software that was expensive to customize and painful to replace. Quin explains how quickly that equation is changing, and why advisors may need to reconsider what a “core” technology system even looks like. #3.) The Client Intelligence Advisors Are Leaving Behind Your client conversations contain far more valuable information than a traditional fact finder can capture. We explore what becomes possible when that information can be organized, understood, and used throughout the firm. INTERESTED IN TRIAD'S AI MASTERMIND? Triad’s AI Advisor Lab, led personally by Michael Hyatt, is built for financial advisors who want to cut through the hype, apply AI more effectively, and stay ahead as the industry evolves. Apply here to see if the mastermind is the right fit for your firm: https://bradleyjohnson.com/178-ai-advisor-lab SHOW NOTES https://bradleyjohnson.com/178 FOLLOW BRAD JOHNSON ON SOCIAL X 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP07265629240 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

July 15, 202659 min

177: DJ DiDonna – How to Take a Sabbatical without Breaking Your Business

Here's a question most advisors can't answer honestly: if you stepped away from your business for a couple of months for more than a vacation, would it survive? For many founders, the answer is no. And that's a bigger problem than it sounds. Not just for you, but for your team, your clients, and the long-term value of your firm. Today, I’m talking with DJ DiDonna, founder of The Sabbatical Project and author of Big Time Off , to talk about why sabbaticals are more than extended vacations. For advisors, they can become the ultimate stress test for the firm, the team, the client experience, and the life you’re supposedly building toward. We get into why burnout can show up even after you’ve built the “dream job,” why a business that depends entirely on you may be more fragile than it looks, and why waiting until retirement to finally live the life you’ve earned is a risky bet. If you’ve ever wondered whether your business is giving you freedom or quietly taking it away, this conversation will hit close to home. 3 Insights From This Week’s Episode… #1.) The Freedom Test Most Advisors Avoid Many advisors say they’re building freedom, but their calendar, client model, and team structure make that freedom nearly impossible. We explore what your ability to step away may reveal about whether you’ve built a real company or just a more sophisticated version of a job. #2.) Why Burnout Can Hit After You Win Burnout doesn’t always come from failure. Sometimes it shows up after you’ve built the business you thought you wanted. DJ shares why that can be so disorienting and what advisors may be missing when they keep pushing through. #3.) The Fear That Keeps Owners From Offering Time Off "What if I create the exit door and my best people walk through it?" It's the first objection every owner raises, and DJ has actual data on what happens when companies make extended leave part of the deal. The numbers aren't what you'd expect. This Week's Free Give To Get a Free Copy of Big Time Off: The Transformative Power of Sabbaticals and How to Take One , visit https://bradleyjohnson.com/177 SHOW NOTES https://bradleyjohnson.com/177 FOLLOW BRAD JOHNSON ON SOCIAL X 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP07265629233 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

July 8, 20261 hr 2 min

176: Tricia Sciortino - How To Hire An Assistant Who Actually Buys Back Your Time

SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdl A lot of financial advisors say they want more growth, more freedom, and more time with their family. But their calendar tells a different story. They’re still answering every email, booking every flight, handling every follow-up, managing every client detail, and trying to squeeze high-value work into whatever time is left. The problem is that the work that feels “small” rarely stays small. It compounds. And before long, the advisor who wants to scale the business is spending too much time doing the work that keeps them stuck. Today, I’m talking with Tricia Sciortino, CEO of Belay, about the role most advisors wait too long to hire for, why the right assistant can become a true force multiplier, and how leaders accidentally create the very bottlenecks they’re trying to escape. We also dig into why delegation is harder than most people admit, what separates a great assistant from a basic task-taker, and how the best leaders create the trust, clarity, and systems that allow someone else to help them operate at a higher level. 3 Insights From This Week’s Episode… #1.) The Calendar Problem Hiding In Plain Sight Many advisors think their calendar issues are just part of running a growing firm. But Tricia and I explore why calendar chaos is often a symptom of a deeper leadership problem, and what it may be costing your business and life. #2.) Why Doing It Yourself Quietly Caps Growth There are tasks that feel easier to handle yourself in the moment, but those small decisions can slowly become the ceiling on your firm. We talk about why leaders stay stuck doing low-value work and how that affects everything else. #3.) The Back-End Flywheel Most Advisors Miss Growth is not just about more marketing and more appointments. We discuss why the service experience after the sale can become one of the biggest drivers of retention, referrals, and long-term scale. SHOW NOTES https://bradleyjohnson.com/176 FOLLOW BRAD JOHNSON ON SOCIAL X 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP06265629217 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

July 1, 202654 min

175: Jason Barsema - The Protective Investing Strategy Wealthy Clients Want

SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdl ABOUT TODAY'S EPISODE Building the right portfolio for clients is hard enough. But today, advisors are also trying to manage market risk, protect retirement income, navigate stretched valuations, and help clients stay confident when the next market cycle tests the plan. That’s why I’m excited to sit down with Jason Barsema. Jason is the Co-Founder and President of Halo Investing, an award-winning platform that helps advisors access and manage protective, outcome-based investments like structured notes, annuities, insurance solutions, and other advanced wealth strategies. In this episode, we talk about protective investing, defined outcome strategies, and why advisors may need a broader toolkit than the traditional stock-and-bond portfolio. Jason also shares what he learned as an advisor during the Great Financial Crisis, why private credit may deserve more scrutiny, and what it really takes to earn trust with higher-net-worth families. 3 Insights From This Week’s Episode… #1.) The Protection Conversation Most Advisors Aren’t Having Clients want upside, but they also want to know what happens if the market turns against them. Jason shares why protective investing, structured notes, and defined outcome strategies can open a different kind of conversation around risk, income, and client confidence. #2.) Why Private Credit Deserves A Closer Look Private credit has become one of the hottest areas in the market, but Jason raises an important question: do clients actually understand what they own? We talk about the risks that can get hidden behind attractive yields, especially when liquidity starts to dry up. #3.) What High-Net-Worth Families Actually Want From Advisors Wealthy families don’t need another advisor walking in with a product idea. They need someone who listens, understands the complexity of their world, and can help them think through legacy, liquidity, family dynamics, philanthropy, and multi-generational planning. SHOW NOTES https://bradleyjohnson.com/175 FOLLOW BRAD JOHNSON ON SOCIAL X 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP06265629210 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

June 24, 202616 min

174: The #1 Habit I'd Steal from The Top 1% of Financial Advisors (Missing Visuals - EP 3 of 3)

Your prospect's eyes glaze over about ten minutes into the meeting. You can feel it—they're sitting right there, but they've checked out. And here's the uncomfortable part: it's usually not because your advice is bad. Most advisors lose the room for a reason they never see coming, and they keep doing the exact thing that causes it in every single appointment. In Part 3 of the Missing Visuals series, I break down the one skill I've watched separate the top 1% from everyone else, and why the way you're communicating your best ideas might quietly be costing you clients. 3 Insights From This Week’s Episode… #1.) Draw: The $10M Client Story Most advisors rely on words to explain complex ideas, then wonder why prospects nod along but never move forward. I share the story of an advisor who used a simple drawing to help close a $10M client—and why it reveals a bigger problem in how advisors communicate value. #2.) Co-Create: Why Prospects Push Back When a prospect feels like a plan is being sold to them, resistance naturally shows up. We explore what changes when the meeting stops feeling like a pitch and starts becoming something the advisor and prospect build together. #3.) Teach: The Risk Of Keeping It In Your Head A lot of advisor firms are built around the founder’s instincts, stories, and ability to explain things in the moment. That works until you need to train advisors, scale the firm, or build something that can eventually run without you. I’ll show you how to start turning what lives in your head into something your team can actually use. Triad Sales Lab Want to turn more great prospects into lifelong clients? Triad Sales Lab helps advisors use simple visual models to communicate more clearly, strengthen appointments, and improve the way they present their process. Learn more and apply below. https://bradleyjohnson.com/160-triad-sales-lab/ SHOW NOTES https://bradleyjohnson.com/174 FOLLOW BRAD JOHNSON ON SOCIAL X 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .