พอดคาสท์ Dbd ชั้นนำ (2024)

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088: Triad Member - Unlocking 7X Growth and Scaling for Significance with Matt Dixon 1:10:29

6d ago1:10:29

1:10:29

Today, I’m sitting down with Triad member Matt Dixon, the founder and CEO of TRU North Advisors, to discuss the blueprint he followed to double his business three years in a row while pursuing a life of true significance. Matt was an independent financial advisor gathering $23 million in new assets in 2021, and today, his team is on track to gather…

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087: Tim White and Sara Baker - How Wealth.com Is Transforming Estate Planning 38:40

13d ago38:40

38:40

Today, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival. I sat down with Tim White, Co-Founder of Wealth.com, and Sara Baker of Triad Wealth Partners to talk about the new tech transforming estate planning for advisors. I know estate planning isn’t the sexiest topic, but Wealth.com is doing some seriously cool th…

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086: Amanda Brinkman - How Financial Advisors Can Build a Purpose-Driven Brand that Attracts Clients 1:00:59

20d ago1:00:59

1:00:59

Today, I’m talking with branding expert Amanda Brinkman, who shares her powerful “do well by doing good” philosophy—proving that you can build a thriving business while making a positive impact on the world. Amanda’s worked with big-name brands like BMW, Reebok, and Sony, and she even produced the hit show “Small Business Revolution: Main Street” a…

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085: Solo - Honoring John Ruhlin: The Greatest Relationship Builder of Our Time 52:33

27d ago52:33

52:33

Today’s episode is a tough one, but an important one. I wanted to take a moment to honor someone who profoundly impacted my life – my friend, John Ruhlin. Tragically, John passed away unexpectedly about 2 months ago at just 44 years old. When I first heard the news, I was in complete shock, and I’ve been doing my best to process it ever since. For …

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084: Triad Member - The Story Behind 20% Growth in Less Than 7 Months with John McNeil and Virginia O’Brien 1:26:08

1M ago1:26:08

1:26:08

Today, I’m sitting down with Triad members John McNeil and Virginia O’Brien, the father-daughter team behind a 103-year-old family firm, to learn how they grew their net AUM by 20% in just 7 months by combining legacy with innovation. Mobile Bay Financial Solutions has had four generations of family leadership, and in this conversation, we dive int…

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Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor 1:07:05

1M ago1:07:05

1:07:05

Today, I’m sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter. Starting at just 25, Thomas quickly earned recognition as one of Investopedia’s Top 100 Fina…

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082: Demi-Leigh Tebow - Beyond Miss Universe: Overcoming Adversity and Finding True Identity 52:05

2M ago52:05

52:05

Today, I’m joined by Demi-Leigh Tebow who shares how she uncovered her true identity, built unshakable faith, and overcame profound adversities like the loss of her sister and surviving a violent carjacking. Demi is no stranger to the spotlight. She was crowned Miss Universe in 2017, married famous NFL quarterback Tim Tebow in 2020, and recently re…

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081: Solo - How Financial Advisors can Optimize their Calendar to Maximize Revenue and Freedom with Brad Johnson 43:28

2M ago43:28

43:28

Today, I’m flying solo—no guest, just me on the mic. But I’m tackling a topic that could make or break your business: optimizing your calendar for maximum revenue and freedom. I’ll share real-world stories and frameworks that have helped countless financial advisors like you transition from solo players to true business owners. By the end of this e…

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080: Triad Member – Financial Advisor Team 10X Growth by Helping Clients Retire Fearlessly with The Nebens 1:20:52

2M ago1:20:52

1:20:52

Today, I’m talking with the family behind Unified Legacy Advisors (ULA)—a firm that has successfully scaled from $14 million to over $100 million in assets in just five years. Founded in 2019 and joining Triad in 2022, the Nebens are an incredible example of process-driven growth. Their clear brand manifesto focused on helping clients “Retire Fearl…

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079: Bentley Caldwell - How to Dress for Success as a Financial Advisor 1:07:01

2M ago1:07:01

1:07:01

Today, I’m talking to Nashville’s #1 men’s stylist, Bentley Caldwell, all about what financial advisors should be thinking about when it comes to their wardrobe. Financial advising is a trust-based business, and clients need to feel confident in your ability to manage their finances. That’s why what you wear matters. How you dress and present yours…

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078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant 1:00:46

3M ago1:00:46

1:00:46

Today, I’m talking with Will Guidara, a world-renowned restaurateur and author of the best-selling book, Unreasonable Hospitality. At just twenty-six, Will took over Eleven Madison Park, a struggling two-star brasserie that had never quite matched its majestic room. Eleven years later, it was named the best restaurant in the world. In this episode,…

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077: Brad Johnson & Justin Donald - Growing Your Business WITHOUT Sacrificing Your Life (Live on Front Row Dads Podcast) 45:48

3M ago45:48

45:48

What’s up DBDL fam! We’ve got a special episode lined up for you today. As many of you know, I’m a proud member of Front Row Dads – a membership group and podcast created for fathers who want to level up their Dad game and put family first. As part of a podcast series, Front Row Dads selected a handful of members to guest host the show. As a part o…

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076: Triad Member - The Secret Behind 400% Growth in One Year with James and Kris Rea 1:06:27

3M ago1:06:27

1:06:27

In this episode, I’m talking with James and Kris Rea, the dynamic husband-and-wife team behind Rea Financial. Their story highlights the power of authenticity and how crafting the right mission, messaging, and values can massively impact the success of your business. The Rea's had to take a few steps back before they could leap forward, but their e…

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075: Chris & Melissa Smith - Family Brand: The Secret to Becoming a Stronger Parent, Spouse, and Family 58:13

3M ago58:13

58:13

Today, I'm chatting with Chris and Melissa Smith, the power couple behind Family Brand. Chris and Melissa's story is one of transformation—they were on the brink of divorce in their fourth year of marriage, but nearly 20 years later, they now have a thriving family with five incredible children. They realized that as entrepreneurs, we often invest …

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074: Sara Baker - How to Grow Fast, Avoid Burnout, & Build a Profitable RIA 1:22:21

3M ago1:22:21

1:22:21

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 …

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073: Solo - Why Every Entrepreneur Should Be In Therapy with Brad Johnson 44:46

4M ago44:46

44:46

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 a…

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072: Triad Member – Referral Secrets for Gathering $60M of New Assets Annually with Andy Heese 1:00:56

4M ago1:00:56

1:00:56

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…

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071: Ken Crenshaw - Unlocking Elite Performance & Building a Winning Culture 1:07:06

4M ago1:07:06

1:07:06

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…

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070: DJ Eric Rhodes - Turning Your Passion into Your Career & Going Viral 54:59

4M ago54:59

54:59

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 …

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069: Streamline Replay - Creating Unlimited Growth and Freedom in Your Business AND Life with Brad Johnson & Dave Zoller 42:13

5M ago42:13

42:13

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 eng…

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068: Triad Member - Overcoming Loss and Serving $10M+ Clients with Tim & Julie Sullivan 1:12:04

5M ago1:12:04

1:12:04

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 alr…

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067: Ross Marino - The Power of Human-First Financial Guidance 52:29

5M ago52:29

52:29

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 n…

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066: Brooke Martin - Why an Executive Assistant is the #1 Overlooked Role in Finance 57:31

5M ago57:31

57:31

Today, I’m chatting with Brooke Martin – an incredible human being and very talented Executive Assistant who has worked with me for the past 3 years. While Brooke manages my calendar with exceptional skill, her impact goes way beyond scheduling. Brooke allows me to excel not just in my business, but also as a husband, father, and in every other asp…

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065: Tom Ruggie - From Solo Advisor to Family Office & Marketing to the Sports Card Niche 1:02:50

6M ago1:02:50

1:02:50

Today, I’m talking with Tom Ruggie, the founder and CEO of Ruggie Wealth Management – the flagship company of independent RIA, Destiny Wealth Partners, which has surpassed $1B in managed assets and is recognized among Forbes 250 Fastest-Growing RIA Firms. The funny thing is, it’s actually our shared passion for sports collectables that brought Tom …

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064: Triad Member - Unlocking Rapid Growth by Empowering Your Team & The Power of Selfless Leadership with Jordan Flowers 1:04:30

6M ago1:04:30

1:04:30

In this episode, I’m talking to Triad member and financial advisor Jordan Flowers who leads Wealth Financial Services & Tax Advisory along with his father Thomas. When Jordan and his company first joined Triad in 2022, they had roughly $20 million of AUM. Fast-forward to 2023 and they nearly doubled their total assets to $39.4 million. And what’s e…

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063: Kristi Herold - It Pays to PLAY & Building a Winning Workplace Culture 1:08:16

6M ago1:08:16

1:08:16

Today, I’m chatting with Kristi Herold, a workplace culture expert who has built a multi-million-dollar global organization called JAM. Kristi founded JAM in 1996 and grew it into one of the largest adult recreational sports league providers in the world. When the 2020 pandemic forced sports to pause, Kristi and her team pivoted to helping corporat…

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062: James Conole - How a Financial Advisor Used YouTube to Generate $400M+ of AUM 1:07:45

6M ago1:07:45

1:07:45

Today, I’m talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM. Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to over 700 inbound …

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061: Jeffrey Shaw - Attracting Ultra-Wealthy Clientele and Becoming a Photographer to the Stars 1:19:59

7M ago1:19:59

1:19:59

This week, I’m talking with Jeffrey Shaw, who is an entrepreneur, business coach, and one of the most preeminent portrait photographers in the United States. His portraits have appeared on The Oprah Show, CBS News, in People and O Magazine, and even hang on the walls of Harvard University. His unique style made him the go-to photographer for renown…

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060: Triad Member – Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI with Mike & Jess Panico 1:25:54

7M ago1:25:54

1:25:54

Today, I’m sitting down with Triad Members Mike and Jess Panico, the husband-and-wife founders of Arcadia Financial. Mike and Jess are living proof that you can have success in our industry at a young age — and they’ll tell you exactly how they did it. After taking the leap to start a practice in their 20s, Mike and Jess have quickly grown Arcadia …

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059: Scott Hanson - The Secret to NFL RedZone’s Success & Prepping for 7 Hours of Commercial Free Football 59:23

7M ago59:23

59:23

In this episode, I’m talking with the host of NFL RedZone, Scott Hanson. For 15 seasons, Scott has hosted the wildly popular RedZone where he entertains millions of viewers (including Tom Brady) every Sunday of football season for 7-hours straight without taking a single bathroom break! Listen in to learn about Scott’s extraordinary preparation pro…

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058: Brittany Hodak - How to Tell Your Story & Turn Clients into Superfans 1:10:16

7M ago1:10:16

1:10:16

In this episode, I’m talking with Brittany Hodak about how financial advisors can build a diehard community of superfans using the same system Taylor Swift used to create an army of Swifties. Brittany came up with her game-changing system, the SUPER Model, while working with globally known brands like Walmart, Disney, Amazon, Katy Perry, the Boston…

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057: Arthur Brooks - The Science of Happiness and Helping Retirees Find Passion & Purpose 1:00:56

7M ago1:00:56

1:00:56

Today, I’m joined by a very special guest, Arthur Brooks, to discuss a very special topic: happiness. Arthur is a Harvard professor, author, and social scientist specializing in happiness. He has written 12 books, including the New York Times bestseller “Strength to Strength,” along with “Build the Life You Want,” a book he co-authored with Oprah. …

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056: Triad Member - Overcoming Addiction & Learning to Let Go of Control with Russ Ross 53:35

8M ago53:35

53:35

Today, I’m sitting down with Triad Member Russ Ross for an honest and raw discussion about overcoming adversity and navigating the stressful environment of financial services. Russ is the president and founder of Russ Ross Wealth Group, where he specializes in helping his clients navigate the phases of their retirements. Together with his wife Mich…

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055: Shawn Sparks - The Advisor Transformation & How Financial Advisors Can Build a Legacy That Outlives Them 1:11:35

8M ago1:11:35

1:11:35

Well, we've got a special one for you today! Triad's very own, Shawn Sparks is jumping on the pod to talk about his new book, The Advisor Transformation. Now, if you've been following my journey, you'll know that Shawn isn't just my business partner; he's been by my side through thick and thin, and has been a trusted friend for years. Shawn's exper…

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054: Robert Sofia - Taking Online Relationships to Real World Clients 1:00:16

8M ago1:00:16

1:00:16

Today, I’m talking with Robert Sofia, the co-founder and CEO of Snappy Kraken – an award-winning marketing technology firm that provides financial advisors with a complete digital marketing system to foster and deepen relationships with clients and prospects, while making it easier for advisors to fulfill all of their marketing needs in one place. …

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053: Hal Elrod - The Miracle Morning & Evening, and Overcoming Adversity 52:58

8M ago52:58

52:58

Today’s episode is a fun one. I’m talking with my good friend and one of the most inspiring human beings I’ve ever met, Hal Elrod. In case you don’t know, Hal is the author of one of the highest rated books in the world, The Miracle Morning – which has over 6,000 five-star Amazon reviews and has sold over 2 million copies. But it’s much more than a…

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052: Triad Member - The Power of Community, Creating a Culture of Trust, and Building a Life of Significance with Tyler Wrezinski and Andrew Hall 1:14:36

9M ago1:14:36

1:14:36

Today, I’m interviewing Triad Members Tyler Wrezinski and Andrew Hall, the co-founders of Virtus Financial Group. As you’ll find out, these guys are a ton of fun to hang out with, super authentic, and are proof of what can happen when you surround yourself with the right people and you’re willing to step into the unknown. In two short years, they w…

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051: Justin Donald - Becoming a Lifestyle Investor, Hiring A+ Talent, and Building a Life by Design 58:07

9M ago58:07

58:07

Today, I’m talking with my good friend, Justin Donald. He’s a successful entrepreneur and the founder of The Lifestyle Investor – a company that teaches people how to create wealth, without creating a job. Justin went from being stuck in the rat race and putting work before family to mastering low-risk cash flow investing and passive income strateg…

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050: Daniel Crosby - The Soul of Wealth, Money vs Happiness, & How to Write a Book 1:15:24

9M ago1:15:24

1:15:24

Today, I’m talking with Dr. Daniel Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. As the Chief Behavioral Officer at Orion Advisor Solutions, Daniel develops tools and tech that make it easier for financial advisors to apply behavioral science to the real world. He’s aut…

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049: Wally Elibiary - Unlocking Client Referrals from Attorneys, CPAs, & other COIs and The 24-7 Mindset 1:07:15

9M ago1:07:15

1:07:15

Today, I’m talking with Wally Elibiary – a leader in the mortgage industry and the author of 24-7 Mindset. Wally has been in the mortgage business for 20+ years and has a ton of wisdom when it comes to leveraging people, systems, and technology to scale a business. In this episode, Wally shares his story and the problems he faced in his own company…

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048: Triad Member – Mastering Educational Events vs Dinner Seminars & the Impact of Building a Firm vs an Agency Model with Stephen Stricklin 1:15:05

10M ago1:15:05

1:15:05

Today, I’m chatting with Triad Member Stephen Stricklin, who is the president and founder of Wise Wealth LLC, an independent, full-service wealth management firm. As a former teacher, Stephen took his passion for educating others and adapted it to the financial services industry. His firm's motto, "First Wisdom, Then Wealth," says it all – they're …

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047: Top Moments of 2023 - Top Guest Stories, Moments, and Ideas 1:24:36

10M ago1:24:36

1:24:36

What's up, DBDL listeners! We have a special episode for you this week. As some of you may know, at the end of last year, we released the DBDL Top Triad Member Moments of 2023, a roundup of the best advice shared on the pod from our valued Triad members. The episode was so popular that we thought, why not do something similar for all the non-Triad …

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046: Ann Hiatt - Jeff Bezos' Secrets to Success, the DNA of Unicorn Leaders, and How to Bet on Yourself 1:01:16

10M ago1:01:16

1:01:16

Today, I’m talking with Ann Hiatt, a Silicon Valley veteran with 15 years of experience as the Executive Business Partner for Jeff Bezos (Founder and CEO of Amazon), Marissa Mayer (former CEO of Yahoo!), and Chief of Staff to Eric Schmidt (CEO/Executive Chairman of Google). Ann now consults with executives and companies across the globe to reverse …

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045: Triad Member Spotlights - Top Moments of 2023 1:31:17

10M ago1:31:17

1:31:17

What's up DBDL Fam and Happy New Year! This week, we’re shaking things up! After 40+ interviews with leading experts, entrepreneurs, and game changers in the financial world, I wanted to round up the best advice shared on the pod, and deliver it straight to your ear drums. I got the team to go back through the archives and pull the most meaningful …

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044: Triad Member – Cracking the Code on Attorney Referrals & Casting a Vision that Inspires Your Team with Victor Medina 1:43:16

10M ago1:43:16

1:43:16

Today, I’m joined by Triad Member Victor Medina, the founder of both Medina Law Group and Palante Wealth Advisors. If you’re interested in cracking the advisor-attorney referral code — today’s episode is for you. After years as an estate planning attorney, Victor realized he could better serve his clients if he was also able to address their wealth…

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043: Jamie Hopkins - Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital World 1:01:33

11M ago1:01:33

1:01:33

Today, I’m talking with Jamie Hopkins, the Director of Private Wealth Management at Bryn Mawr Trust and a leading voice in the retirement income planning space. As the co-creator of the RICP designation, Jamie helped reshape how retirement income planning was being taught – filling a much needed gap in our industry and resulting in a complete shift…

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042: Matt Middleton - The Story Behind Future Proof & Transforming Your Live Events into Experiences 1:15:35

11M ago1:15:35

1:15:35

Today, I’m speaking with Matt Middleton, the CEO of Advisor Circle – a venture studio and incubator that’s modernizing the wealth management industry and inspiring the leaders of today to think and act differently. Our industry doesn’t need to be dull, boring, and traditional. It can be more creative, more impactful, more innovative, and more fun. …

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041: Taylor Schulte - Podcasting Playbook for Financial Advisors & Building a Business You Love by Managing Client Expectations 1:23:11

11M ago1:23:11

1:23:11

Today, I’m joined by Taylor Schulte, a financial planner, author, speaker, and Founder of Define Financial. He’s also the host of two financial podcasts, including the Stay Wealthy Retirement Show, and Experiments in Advisor Marketing. For advisors with a podcast OR for those who have thought about starting one, Taylor is proof that it can be a val…

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040: Triad Member - Leading by Reading, Owning the Pharma Niche, & Strengthening Your Team with Wayne Wagner 1:15:29

11M ago1:15:29

1:15:29

Today, I’m talking with Triad Member, Wayne Wagner. Wayne is the president of Vizionary Wealth Management, a firm that’s focused on building legacies for pharmaceutical executives. In this episode, Wayne shares his story of scaling a financial advisory business that’s highly specialized – and how carving out a niche allowed him to add enormous valu…

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039: Michael Hyatt - Dinner Dates With Your Kids, Winning At Work & Succeeding At Life with the Double Win (Live on Front Row Dads Podcast) 59:52

12M ago59:52

59:52

What’s up DBDL Fam! We’ve got an extra special episode lined up for you today. I was recently asked to guest host on the Front Row Dads podcast. In case you’re unfamiliar, Front Row Dads was started by Jon Vroman – it’s a membership group and podcast created for fathers who want to level up their Dad game and put family first. As Jon describes it, …

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