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เนื้อหาจัดทำโดย Brad Johnson เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Brad Johnson หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
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052: Triad Member: Virtus Financial Group – The Power of Community, Creating a Culture of Trust, and Building a Life of Significance

1:14:36
 
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Manage episode 402084993 series 3463860
เนื้อหาจัดทำโดย Brad Johnson เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Brad Johnson หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

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 went from an insurance-focused offering to an RIA with a holistic planning approach – bringing in north of $35M in total assets for 2023 and now sitting at $50M in AUM.

I got a lot of joy out of hearing them describe how our community has helped them level up and change the way they do business AND life – and I know you will too!

3 of the biggest insights from Tyler Wrezinski & Andrew Hall…

  • The power of community and what happens when competitors become collaborators, egos are left at the door, and success isn't measured by numbers, but by the support and camaraderie of a like-minded tribe.

  • How to guide your clients toward a meaningful future and give them the courage and confidence to truly live their life – and spend without worry.

  • Learn how prioritizing a culture of trust and alignment can supercharge your team's performance, attract top talent, and create unstoppable momentum!

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/52

FOLLOW BRAD JOHNSON ON SOCIAL

FOLLOW DBDL ON SOCIAL:

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.

  continue reading

68 ตอน

Artwork
iconแบ่งปัน
 
Manage episode 402084993 series 3463860
เนื้อหาจัดทำโดย Brad Johnson เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Brad Johnson หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

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 went from an insurance-focused offering to an RIA with a holistic planning approach – bringing in north of $35M in total assets for 2023 and now sitting at $50M in AUM.

I got a lot of joy out of hearing them describe how our community has helped them level up and change the way they do business AND life – and I know you will too!

3 of the biggest insights from Tyler Wrezinski & Andrew Hall…

  • The power of community and what happens when competitors become collaborators, egos are left at the door, and success isn't measured by numbers, but by the support and camaraderie of a like-minded tribe.

  • How to guide your clients toward a meaningful future and give them the courage and confidence to truly live their life – and spend without worry.

  • Learn how prioritizing a culture of trust and alignment can supercharge your team's performance, attract top talent, and create unstoppable momentum!

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/52

FOLLOW BRAD JOHNSON ON SOCIAL

FOLLOW DBDL ON SOCIAL:

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.

  continue reading

68 ตอน

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