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

148: Triad Member: Fired for Putting Clients First and How He Rebuilt a Family Practice Gathering $65M of New Assets with Keith Leverentz

24 Dec 2025

Contributed by Lukas

What do you do when doing the right thing gets you fired?That’s the question at the center of this conversation with Keith Leverentz. Keith started ...

147: Solo - Top 5 Most Replayed Moments in 2025 (According to the Stats) with Brad Johnson

17 Dec 2025

Contributed by Lukas

Every advisor is looking back at the year — what worked, what didn’t, and what’s worth carrying into 2026. So I pulled the analytics, reviewed t...

146: Glenn Street - What Creating a Pro Sports Mascot Taught Me About Differentiating Your Advisory Practice

10 Dec 2025

Contributed by Lukas

As a coach to independent financial advisors, I see a lot of advisors struggling with the same issue—they blend in with the advisor down the street....

145: Lindsey Lewis - Why Women Will Drive the Next Era of Advisor Growth (According to the Data)

03 Dec 2025

Contributed by Lukas

Advisors everywhere are feeling the pressure to scale, hire, and prepare for a wave of retirements that will reshape the industry. At the same time, f...

144: Triad Member: The Playbook That Took Reliance Financial Partners from $35M to $100M Per Year with Dana Dunkelberger

26 Nov 2025

Contributed by Lukas

A few years ago, Triad members Dana and Tyler Dunkelberger were gathering $35M in new assets with a four-person team. And like most advisors, when gro...

143: Solo - Your Office Space Could Be Costing You Million-Dollar Clients with Brad Johnson

19 Nov 2025

Contributed by Lukas

Are you struggling to attract and close more high-net-worth clients?What if the reason has nothing to do with your financial plans and everything to d...

142: Jason Early - The AI Tool Advisors Are Using to Win Business-Owner Clients

12 Nov 2025

Contributed by Lukas

Live from Future Proof, I sat down with Jason Early, Founder and CEO of RISR — an AI platform that’s helping financial advisors rethink how they s...

141: Eden Ovadia - The AI Platform Helping Financial Advisors Find and Convert Ideal Clients Faster

05 Nov 2025

Contributed by Lukas

Live from Future Proof, I sat down beachside with Eden Ovadia, Co-Founder and CEO of FINNY—the AI-powered marketing platform helping advisors solve ...

140: Triad Member - How RPC Unlocked 264% Growth in 3 Years with Gary Hansen, Jaris Hansen and Josh Cumrine

29 Oct 2025

Contributed by Lukas

In this episode, I got to catch up with three amazing Triad members — Gary Hansen, Jaris Hansen, and Josh Cumrine — to break down how they turned ...

139: Daniel Crosby - The Psychology Behind High-Growth Financial Advisors (Live from Future Proof)

22 Oct 2025

Contributed by Lukas

Live from Future Proof, I sat down with my friend Dr. Daniel Crosby to talk about the psychology behind the fastest-growing advisors in our industry.D...

138: Robert Glazer - Uncover Your Core Values and Build a Business You Never Want to Retire From

15 Oct 2025

Contributed by Lukas

If you don’t know your core values, you’ll likely build a business that looks successful on paper but leaves you burned out and misaligned in real...

137: Jason Khalipa & Daniel Crosby - Why My Family Asks Me to Travel More for Work (LIVE from Triad's DBDL Retreat)

08 Oct 2025

Contributed by Lukas

Most advisors I know have felt that tug-of-war: do I grow my firm, or do I show up at home? The truth is, you don’t have to choose.At our Founder’...

136: Triad Member - The Mindset Shift That Unlocks Scale with Matt Rowley & Daveda Phillips

01 Oct 2025

Contributed by Lukas

In the early days, Matt Rowley was doing whatever it took to keep his firm alive — running 60+ seminars a year, making 13-hour road trips, and pushi...

135: Garrett Gunderson - Comedy, Rockefellers, and Tax Secrets Used by the Ultra-Wealthy

24 Sep 2025

Contributed by Lukas

Garrett Gunderson has worn a lot of hats—New York Times bestselling author, financial educator, entrepreneur, and even stand-up comedian. And in thi...

134: Marisa Messana - How Advisors Can Build Trust & Win Clients on the Golf Course

17 Sep 2025

Contributed by Lukas

If you’re an advisor who loves golf, here’s the truth: the game teaches more about winning clients and building lasting trust than most people eve...

133: Tim Grover - Mental Mastery: Lessons from Training Michael Jordan & Kobe Bryant

10 Sep 2025

Contributed by Lukas

Michael Jordan. Kobe Bryant. Two of the greatest to ever play the game.But what set them apart wasn’t just physical talent, it was the mental game. ...

132: Triad Member - The Overlooked Hiring Secret That 4X’d This Advisor’s Firm with Devin Choules

03 Sep 2025

Contributed by Lukas

Scaling a financial advisory firm can come at a cost—endless travel, long hours, and precious time away from family. That’s where Triad Member Dev...

131: Nick Whitaker - The Advisor Seminar System That Books Appointments on Repeat

27 Aug 2025

Contributed by Lukas

Advisors spend a ton of time and money putting on seminars… but let’s be honest, a lot of them leave frustrated when the room doesn’t convert. T...

130: Solo - The #1 Reason Financial Advisors Burn Out (And How to Fix It) with Brad Johnson

20 Aug 2025

Contributed by Lukas

What if the #1 reason you feel burned out is because you’re unknowingly doing three completely different jobs?In this solo episode, I break down the...

129: Marcus Sheridan - The Fastest Way to Build Trust & Turn Prospects into Clients

13 Aug 2025

Contributed by Lukas

What if 80% of new clients were ready to work with you before they ever met you?That’s the reality Marcus Sheridan created when the 2008 recession a...

128: Triad Member - From Football to Finance: Serving Retirees by Protecting their Blind Sides with Terence Brown

06 Aug 2025

Contributed by Lukas

From protecting quarterbacks to protecting retirements, Triad Member, Terence Brown never stopped being a left tackle.After a career playing Division ...

127: Keith Ferrazzi - Never Lead Alone: What Top Advisors Do to Build High-Performing Teams

30 Jul 2025

Contributed by Lukas

So, you’ve built a team… but you’re still the one putting out fires, making all the decisions, and carrying the whole business on your back.That...

126: Solo - The 3 Most Common Hiring Mistakes Financial Advisors Make (And How to Fix Them) with Brad Johnson

22 Jul 2025

Contributed by Lukas

Why do most financial advisors keep hiring the wrong people, despite their best efforts?After 20 years in this industry, I can tell you it’s one of ...

125: Christa Hardin - Why Most Entrepreneur Couples Struggle (And How We Rebuilt) with Brad & Sarah Johnson

16 Jul 2025

Contributed by Lukas

You’re growing your business, but is your marriage growing with it?In this special conversation, Sarah and I sat down with Christa Hardin—licensed...

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

09 Jul 2025

Contributed by Lukas

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 th...

123: Ronen Olshansky - The Death of Networking (And The Rise of Real Relationships)

02 Jul 2025

Contributed by Lukas

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 ...

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

25 Jun 2025

Contributed by Lukas

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 cre...

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

18 Jun 2025

Contributed by Lukas

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...

120: Triad Member – How to Help Clients Actually Live Their Retirement with Dylan Bond

11 Jun 2025

Contributed by Lukas

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...

119: Brendan Frazier - Why Most Advisors Fail to Connect with Clients

04 Jun 2025

Contributed by Lukas

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...

118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days)

28 May 2025

Contributed by Lukas

What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business?Toda...

117: Alex Judd - Your Personality Is NOT a Business Plan

21 May 2025

Contributed by Lukas

Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Ju...

116: Triad Member - $380M Gathered in 2024 – Inside SHP Financial’s Growth Strategy with Keith Ellis Jr. & Michelle Short

14 May 2025

Contributed by Lukas

Live from Triad’s Scale Summit in Atlanta, I got the opportunity to sit down with two Triad members who are driving SHP Financial’s incredible gro...

115: Solo - This Stoic Lesson Made Me a Better Leader with Brad Johnson

07 May 2025

Contributed by Lukas

Setbacks aren’t a possibility, they’re a promise. Things will break. People will disappoint. Plans will unravel.Yet we act surprised, as if hardsh...

114: Steven Latow - A Proven Way to ACTUALLY Integrate AI into Your Financial Practice

30 Apr 2025

Contributed by Lukas

What if AI could save you an extra 8–10 hours a week? I’m talking about actual time back. Without adding headcount or overhauling your proces...

113: Andrew Woodward - How Buying a Pro Sports Team Actually Works

23 Apr 2025

Contributed by Lukas

In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion.That’s not luck, it’s stra...

112: Triad Member - From Solo Advisor to CEO with Nico Pesci

16 Apr 2025

Contributed by Lukas

What if your best year in business was also your breaking point?That’s exactly where Nico Pesci found himself in 2021. His practice was booming, but...

111: Solo - 5 Hard Truths from 20 Years in Finance with Brad Johnson

09 Apr 2025

Contributed by Lukas

Ten years ago, I thought success was all about the numbers — AUM, revenue, production, etc. But after two decades in the industry and thousands of c...

110: Dane Espegard - Why Employees Leave (And the System That Fixes It)

02 Apr 2025

Contributed by Lukas

Most leaders struggle to keep top talent. Why? Because when employees don’t feel engaged or fulfilled, they often start looking for better opportuni...

109: Rich Robledo - Building a Community That Opens Doors & Unlocks Growth

26 Mar 2025

Contributed by Lukas

Your network isn’t just who you know, it’s who knows you. And if you’re not intentional about building the right relationships, you’re leaving...

108: Triad Member - The Uncommon Advisor Training Model that Captured $67M with Michael & Laura Lehrhaupt

19 Mar 2025

Contributed by Lukas

New clients fuel growth, but without the right team, your firm will always hit a ceiling.That’s exactly why I wanted to speak with Michael & Lau...

107: Christa Hardin - Enneagram & Entrepreneurship: Transform Your Business & Marriage

12 Mar 2025

Contributed by Lukas

What if understanding one simple framework could transform your marriage, improve communication, and make you a better leader in your business?That’...

106: Solo - 3 Compensation Mistakes Financial Advisors Make When Scaling with Brad Johnson

05 Mar 2025

Contributed by Lukas

If there’s one thing that can ruin a great team, it’s getting compensation wrong.I’ve seen it happen over and over—advisors accidentally overp...

105: Shannon Rosic - The Evolution of Fintech & AI for Financial Advisors

26 Feb 2025

Contributed by Lukas

Technology is evolving faster than ever, and financial advisors who ignore it risk getting left behind.That’s why I’m sitting down with Shannon Ro...

104: Triad Member - Gathering $49M of New Assets in a 4-Day Work Week with Brent & Kim Wells

19 Feb 2025

Contributed by Lukas

For most advisors, scaling a financial firm without sacrificing your personal life can feel completely out of reach—until you meet Triad Members, Br...

103: Jon Acuff - How to Set and Hit Bigger Goals (The High-Performer’s Mindset)

12 Feb 2025

Contributed by Lukas

What if the difference between being good and being truly great was simply a mindset shift?Too many entrepreneurs and business leaders play it safe—...

102: Jim Kwik - Helping CEOs Think Faster & Remember More

05 Feb 2025

Contributed by Lukas

How many times have you shaken someone’s hand, only to forget their name seconds later? Or finished a book, only to realize you can’t remember a s...

101: Michael Hyatt, Megan Hyatt-Miller, & Brad Johnson - Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Double Win Podcast)

29 Jan 2025

Contributed by Lukas

If your business is taking over your life, it’s time to step back and rethink the playbook. Success shouldn’t come at the cost of everything else....

100: Triad Member - Meet The Financial Advisor Who Scaled to $460M/Year by Thinking Bigger Than Himself with Anthony Pellegrino

22 Jan 2025

Contributed by Lukas

Most advisors dream of growing their business to the next level without grinding themselves into burnout. But how do you scale without sacrificing you...

099: Patric Yumul - Business Growth Secrets from a Michelin-Star Restaurateur

15 Jan 2025

Contributed by Lukas

What do Michelin-starred restaurants and top financial advisory firms have in common? More than you might think.In this episode, I’m talking with Pa...

098: Dr. Henry Cloud - Today May Be the Enemy of Your Tomorrow

08 Jan 2025

Contributed by Lukas

What if the very thing that got you here is the one thing holding you back?As financial advisors, it’s easy to cling to familiar clients, strategies...

097: Solo - The First Thing I’d Do as a Financial Advisor (If I Could Start Over)

01 Jan 2025

Contributed by Lukas

If I had to start over as a financial advisor, what would I do differently?Today, I’m sharing the lessons I’ve learned from years of coaching the ...

096: Triad Member - Scaling from $30M to $60M (Working 20hrs/Week) with Craig Sullivan & Bonnie Becker

25 Dec 2024

Contributed by Lukas

Have you ever thought, “Is it really possible to scale my business and work less at the same time?” If so, this episode is for you.Today, I’m ch...

095: Ken Coleman - Unlock Your Full Potential by Doing the Work You Were Wired to Do

18 Dec 2024

Contributed by Lukas

What if the biggest obstacle standing in your way of success was you?Ken Coleman, bestselling author, host of The Ken Coleman Show, and co-host of the...

094: Dennis Moseley-Williams - The Secret to Building Lifelong Client Relationships

11 Dec 2024

Contributed by Lukas

Is it possible to create lifelong clients who are obsessed with your brand? Dennis Moseley-Williams says yes—but only if you stop selling products a...

093: Solo - Why Most Financial Advisors Are a Commodity (And What To Do About It)

04 Dec 2024

Contributed by Lukas

Have you ever wondered how McDonald’s turned a simple hamburger into the Big Mac—one of the most iconic products in the world? What made them so d...

092: Triad Member - From Stuck to Significance: How to 3x Growth Without Burning Out with Dana & Tyler Dunkelberger

27 Nov 2024

Contributed by Lukas

Can you scale your business at breakneck speed without sacrificing the service you provide or your quality of life? Triad members Dana and Tyler ...

091: Ian Cron - The Fix: How Hidden Addictions Keep Financial Advisors Stuck

20 Nov 2024

Contributed by Lukas

In nearly two decades of working with some of the world’s top independent financial advisors, I’ve seen all kinds of hidden addictions—and, hone...

090: Shawn Sparks & Brad Johnson - The 5 Principles to Scale Your Business and Build a Life of Impact (Live from FutureProof)

13 Nov 2024

Contributed by Lukas

Building a business shouldn’t mean sacrificing your life, but far too often, that’s exactly what happens in our industry. In this live conversatio...

089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson

06 Nov 2024

Contributed by Lukas

Throughout my years of coaching advisors, I’ve noticed one of the most common traps they fall into is letting meetings run too long. It may feel lik...

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

30 Oct 2024

Contributed by Lukas

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 ...

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

23 Oct 2024

Contributed by Lukas

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,...

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

16 Oct 2024

Contributed by Lukas

Today, I’m talking with branding expert Amanda Brinkman, who shares her powerful “do well by doing good” philosophy—proving that you can build...

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

09 Oct 2024

Contributed by Lukas

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...

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

02 Oct 2024

Contributed by Lukas

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 ...

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

25 Sep 2024

Contributed by Lukas

Today, I’m sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial a...

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

18 Sep 2024

Contributed by Lukas

Today, I’m joined by Demi-Leigh Tebow who shares how she uncovered her true identity, built unshakable faith, and overcame profound adversities like...

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

11 Sep 2024

Contributed by Lukas

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 f...

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

04 Sep 2024

Contributed by Lukas

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 ...

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

28 Aug 2024

Contributed by Lukas

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 t...

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

21 Aug 2024

Contributed by Lukas

Today, I’m talking with Will Guidara, a world-renowned restaurateur and author of the best-selling book, Unreasonable Hospitality. At just twen...

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

14 Aug 2024

Contributed by Lukas

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 membershi...

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

07 Aug 2024

Contributed by Lukas

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 au...

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

31 Jul 2024

Contributed by Lukas

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 ...

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

24 Jul 2024

Contributed by Lukas

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 Partn...

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

17 Jul 2024

Contributed by Lukas

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 trut...

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

10 Jul 2024

Contributed by Lukas

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 t...

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

03 Jul 2024

Contributed by Lukas

Today, I’m talking to Ken Crenshaw, the Sports Medicine and Performance Director for the Arizona Diamondbacks.  Ken's journey in sports me...

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

26 Jun 2024

Contributed by Lukas

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 song...

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

19 Jun 2024

Contributed by Lukas

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...

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

12 Jun 2024

Contributed by Lukas

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

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

05 Jun 2024

Contributed by Lukas

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 w...

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

29 May 2024

Contributed by Lukas

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 yea...

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

22 May 2024

Contributed by Lukas

Today, I’m talking with Tom Ruggie, the founder and CEO of Ruggie Wealth Management – the flagship company of independent RIA, Destiny Wealth Part...

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

15 May 2024

Contributed by Lukas

In this episode, I’m talking to Triad member and financial advisor Jordan Flowers who leads Wealth Financial Services & Tax Advisory along with ...

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

08 May 2024

Contributed by Lukas

Today, I’m chatting with Kristi Herold, a workplace culture expert who has built a multi-million-dollar global organization called JAM. Kristi ...

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

01 May 2024

Contributed by Lukas

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....

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

24 Apr 2024

Contributed by Lukas

This week, I’m talking with Jeffrey Shaw, who is an entrepreneur, business coach, and one of the most preeminent portrait photographers in the Unite...

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

17 Apr 2024

Contributed by Lukas

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 ...

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

10 Apr 2024

Contributed by Lukas

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 enterta...

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

03 Apr 2024

Contributed by Lukas

In this episode, I’m talking with Brittany Hodak about how financial advisors can build a diehard community of superfans using the same system Taylo...

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

27 Mar 2024

Contributed by Lukas

Today, I’m joined by a very special guest, Arthur Brooks, to discuss a very special topic: happiness. Arthur is a Harvard professor, author, an...

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

20 Mar 2024

Contributed by Lukas

Today, I’m sitting down with Triad Member Russ Ross for an honest and raw discussion about overcoming adversity and navigating the stressful environ...

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

13 Mar 2024

Contributed by Lukas

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 Transformati...

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

06 Mar 2024

Contributed by Lukas

Today, I’m talking with Robert Sofia, the co-founder and CEO of Snappy Kraken – an award-winning marketing technology firm that provides financial...

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

28 Feb 2024

Contributed by Lukas

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 ...

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

21 Feb 2024

Contributed by Lukas

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 a...

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

14 Feb 2024

Contributed by Lukas

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...

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

07 Feb 2024

Contributed by Lukas

Today, I’m talking with Dr. Daniel Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind ...

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

31 Jan 2024

Contributed by Lukas

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 ...