Today, I’m excited to sit down with Sara Baker, a leader with over 15 years of financial services experience and our President of Triad Wealth Partners.

Sara’s journey began as a Division 1 volleyball player, transitioned through a successful legal career, and ultimately led her to become a leader at two of the largest wealth advisory firms in the country – I’m talking assets north of $240 BILLION!

Bottom line: Sara is sitting on a gold mine of experience, and in this episode, she shares tailored insights that financial advisors will be hard-pressed to find anywhere else (like how to build a profitable fee schedule from Day 1).

If you're looking to grow fast, avoid burnout, and build a highly profitable financial advisory firm, this conversation is packed with actionable advice you can start implementing today.

3 of the biggest insights from Sara Baker …

• Proven strategies for rapid growth and avoiding burn out – lessons Sara learned firsthand from working at two of the largest wealth advisory firms in the country!

• How to conquer analysis paralysis by adopting a minimal lovable product mindset.

• A step-by-step guide to reverse engineer your fee schedule, increase profits, and run your business (and life) the way you want to

FREE GIFT + JOIN THE DBDL INSIDER CREW

Today's Gift: 30 minute 1:1 call with Brad

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

SHOW NOTES

https://bradleyjohnson.com/74

FOLLOW BRAD JOHNSON ON SOCIAL

• Twitter
• Instagram
• LinkedIn

FOLLOW DBDL ON SOCIAL:

• YouTube - Full Interviews
• YouTube - Clips from the Show
• 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.

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.

Copyright 2024 Triad Partners. All rights reserved.

TP07243623567

Today I’m sharing something that I’ve never talked about publicly: my personal journey with therapy and how it helped to save my marriage.

The truth is, in the early days of Triad, when I was busy putting my blood, sweat and tears into helping our team get the company off the ground...I was leaving a void at home and not showing up as the husband and father I needed to be.

I often felt like there just wasn't enough of me to go around.

Therapy is what helped me get things back on track – including being a better entrepreneur, father and husband. Essentially practicing what we preach when it comes to Doing Business and Doing Life.

That’s why I’m going deep today and sharing some intimate details and key lessons from my own therapy journey. My hope is that it will help you spot opportunities where you can also level up and start doing business and life even better.

3 of the biggest insights from Brad Johnson …

• A powerful story highlighting Michael Hyatt’s vulnerability and success in therapy – and how that taught me that true strength lies in seeking help.

• Why nobody is willing to follow volatile leadership, and how therapy gives you the tools to become a calm and confident leader instead.

• Why I believe therapy needs a massive rebrand – without the stigma! Going to therapy is not a sign of weakness, it’s just another form of coaching and a giant step toward becoming the best version of yourself.

TO ANYONE WHO IS STRUGGLING

If you’re hurting right now and need somebody to talk to, please reach out and I will do my best to personally help. Whether that's hopping on a quick call to lend an ear OR sharing the resources that helped me during times when I was quietly struggling. Email brad@bradleyjohnson.com and we'll go from there.

JOIN THE DBDL INSIDER CREW

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

SHOW NOTES

https://bradleyjohnson.com/73

FOLLOW BRAD JOHNSON ON SOCIAL

• Twitter
• Instagram
• LinkedIn

FOLLOW DBDL ON SOCIAL:

• YouTube - Full Interviews
• YouTube - Clips from the Show
• 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.

Today, I’m excited to chat with Triad Member Andy Heese, the president and founder of The Guardian Group.

This year, Andy and his team are on track to bring in $60 million in new assets—all without relying on a traditional marketing funnel. Instead, they focus on building strong client relationships and leveraging referrals. Andy’s “secret” isn’t a sophisticated referral program, but something much simpler: consistently showing up for clients in unexpected and meaningful ways.

In this episode, Andy shares the profound impact of prioritizing people over profits. You’ll learn about the transition from being a solo advisor to leading a successful team, effective leadership strategies to help others achieve their goals, and the inspiring story behind the Heese family’s non-profit, “Club Vallarta,” which provides low-income children in Mexico with access to educational and recreational opportunities.

3 of the biggest insights from Andy Heese …

• The powerful referral strategy and people-first philosophy that drives $60M in new assets annually for his firm.

• How to transition from solo advisor to true leader by empowering your team with humility, service, and authenticity.

• Hear about the Heese family’s non-profit, ‘Club Vallarta,’ which provides educational opportunities to low-income children in Mexico and creates a lasting community legacy.

FREE GIFT + JOIN THE DBDL INSIDER CREW

Today's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people]

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

SHOW NOTES

https://bradleyjohnson.com/72

FOLLOW BRAD JOHNSON ON SOCIAL

• Twitter
• Instagram
• LinkedIn

FOLLOW DBDL ON SOCIAL:

• YouTube - Full Interviews
• YouTube - Clips from the Show
• 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.

Copyright ©️ 2024 Triad Partners. All rights reserved.

TP07243701300

Today, I’m talking to Ken Crenshaw, the Sports Medicine and Performance Director for the Arizona Diamondbacks.

Ken's journey in sports medicine is beyond fascinating and inspiring: from growing up on a small cattle ranch in New Mexico to working with four major MLB teams over the past 35 years, including a World Series Championship with the Atlanta Braves.

While working with legendary pitchers like Greg Maddux, Tom Glavine, and Randy Johnson, Ken soaked up incredible lessons and insights that apply to athletes just as much as they do to financial advisors looking to elevate their game.

In this conversation, Ken shares a ton of wisdom and actionable advice – like how to develop an elite mindset, build a winning culture, and become a better leader.

3 of the biggest insights from Ken Crenshaw …

• Why mindset is the ultimate difference maker for both athletes and financial advisors alike – plus some simple steps you can take to start building your own elite mindset

• How to transform your leadership abilities by getting to know yourself better and leading with love

• How to create a winning culture and get buy-in from your team – Ken reveals the 108 concept and how it helped the Arizona Diamondbacks get to the World Series

FREE GIFT + JOIN THE DBDL INSIDER CREW

Today's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people]

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

SHOW NOTES

https://bradleyjohnson.com/71

FOLLOW BRAD JOHNSON ON SOCIAL

• Twitter
• Instagram
• LinkedIn

FOLLOW DBDL ON SOCIAL:

• YouTube - Full Interviews
• YouTube - Clips from the Show
• 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.

Today, I’m talking with DJ Eric Rhodes, an expert at creating content that goes viral.

Eric is renowned for his mashups of classic hits with new songs, generating millions of views and even catching the attention of artists like Chris Stapleton and Warren G in the process.

But Eric’s journey to success only got off the ground because he decided to leave a stable career to pursue his passion for DJing. Thanks to his persistence and his strategic use of platforms like Instagram and TikTok, he’s been able to turn his passion into a thriving business.

In fact, this year alone, Eric has more than DOUBLED his audience, surpassing 2 million followers across his social platforms!

In our conversation, we get into Eric’s journey and the specific social media marketing strategies he’s used to propel his own career. More importantly, how financial advisors can leverage these strategies to rapidly grow their own audiences.

3 of the biggest insights from DJ Eric Rhodes …

• How Eric doubled his followers this year in no small part because of his content marketing strategy – and the specific hacks financial advisors can use to build their own audiences!

• WHAT content financial advisors should be posting, HOW frequently they should be posting it, and WHY it has to be authentic if it’s going to be successful.

• Proven strategies for monetizing your audience and converting views into real revenue for your business.

JOIN THE DBDL INSIDER CREW

To become a DBDL Insider with VIP access to future resources and exclusive content, text "70" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

SHOW NOTES

https://bradleyjohnson.com/70

FOLLOW BRAD JOHNSON ON SOCIAL

• Twitter
• Instagram
• LinkedIn

FOLLOW DBDL ON SOCIAL:

• YouTube - Full Interviews
• YouTube - Clips from the Show
• 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.

Today the tables are turned! This is going to be a slightly different episode, as I’m the one being interviewed. A while back, I had the pleasure of guesting on Dave Zoller’s popular YouTube show, Streamline My Practice – which serves thousands of financial advisors by teaching them how to grow their financial practice.

The episode got a lot of engagement, to which I give full credit to Dave; he’s a great interviewer who prepared some really thoughtful questions. I think our own audience would get a lot of value from hearing this one, so I wanted to re-share it for DBDL listeners.

Oh, and in case you missed it, I actually interviewed Dave on our podcast not too long ago, and that was all about how he’s using YouTube as a marketing funnel that led to $60M of new assets for his firm! So, if you haven’t listened to that one, definitely go back and check out episode 21. In the meantime, enjoy my guest appearance on Dave Zoller’s show!

3 of the biggest insights from Dave Zoller …

• The #1 characteristic that sets top advisors apart from all the rest.

• The 3 types of financial advisors every firm needs – and what McDonald’s can teach you about building a scalable business.

• The 4 phases to level up your practice – and an example of an advisor who uses this model to capture $200M+ of assets organically each year.

FREE GIFT + JOIN THE DBDL INSIDER CREW

Today's Gift: Coaching call with Brad on the 3 Types of Financial Advisors

To get access to today's gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "69" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

SHOW NOTES

https://bradleyjohnson.com/69

FOLLOW BRAD JOHNSON ON SOCIAL

• Twitter
• Instagram
• LinkedIn

FOLLOW DBDL ON SOCIAL:

• YouTube - Full Interviews
• YouTube - Clips from the Show
• 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.

Today, I have the pleasure of talking with Triad members Tim and Julie Sullivan – a dynamic husband and wife team that lead Strategic Wealth Advisors Group together.

After joining Triad in early 2023, Tim and Julie have grown their business by leaps and bounds. Not only did they just sign a $12 million client (their biggest ever!), they’re also already more than halfway to hitting their $70 million AUM goal this year.

But Tim and Julie's journey isn’t just inspiring because of their thriving advisory practice... It's also how they’ve turned serious personal tragedies into powerful motivators for success in business and life. Plus, how they’re giving back by starting their own non-profit, Light the Way.

In this episode, we talk about the Sullivan’s incredible journey, why they have such a heart for giving back to their community, and some of the simple changes they’ve made in the past year that have fast-tracked their business success.

3 of the biggest insights from Tim & Julie Sullivan …

• How key strategic changes like creating a mission brief have helped Tim & Julie land their biggest clients ever… I’m talking as much as $12 million from a single client!

• Why you should set BIG goals that scare you a little bit – like The Sullivan’s goal of hitting $70 million in AUM by year-end.

• The #1 factor that Tim & Julie believe has helped fast track their team’s growth, that other financial advisors can easily take advantage of starting today!

FREE GIFT + JOIN THE DBDL INSIDER CREW

Today's Gift: 30 minute 1:1 coaching call with Brad [limited to 3 people]

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

SHOW NOTES

https://bradleyjohnson.com/68

FOLLOW BRAD JOHNSON ON SOCIAL

• Twitter
• Instagram
• LinkedIn

FOLLOW DBDL ON SOCIAL:

• YouTube - Full Interviews
• YouTube - Clips from the Show
• 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.

Today, I’m talking with Ross Marino, the founder and CEO of Transitus Wealth Partners, as well as Advisor 2X. Ross is a seasoned financial planner with over 35 years of experience and a pioneer of the human-first financial guidance movement.

As Ross wisely says, "Life happens, plans change." As a financial advisor, your role goes beyond crunching numbers and discussing products. It's about truly understanding your clients—their thoughts, emotions, and experiences. By connecting with them on a deeper level, you can provide the guidance they need to navigate life's uncertainties. That’s what human-first financial advice is all about.

In this episode, we dive deep into the human-first process and how a better understanding of your client’s circumstances and story, will allow you to create a clear plan to help them retire with confidence.

3 of the biggest insights from Ross Marino …

• What the human-first approach is – and how focusing less on the numbers and more on the person can transform your business.

• Two simple, yet very powerful questions, you can ask new clients to get them to open up and uncover their money story.

• What “mission meetings” are and how they can build trust, strengthen relationships, and help you provide better financial guidance.

GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW

Today's Gift: Get a free copy of Ross’ book, "Shaping Change: How To Respond When Life Disrupts Your Retirement Plan" [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 "67" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

SHOW NOTES

https://bradleyjohnson.com/67

FOLLOW BRAD JOHNSON ON SOCIAL

• Twitter
• Instagram
• LinkedIn

FOLLOW DBDL ON SOCIAL:

• YouTube - Full Interviews
• YouTube - Clips from the Show
• Twitter
• Instagram
• LinkedIn
• Facebook

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 Triad Partners, LLC 2024

TP06243458886