Do Business. Do Life. — The Financial Advisor Podcast — DBDL
Episodes
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 ...
048: Triad Member – Mastering Educational Events vs Dinner Seminars & the Impact of Building a Firm vs an Agency Model with Stephen Stricklin
24 Jan 2024
Contributed by Lukas
Today, I’m chatting with Triad Member Stephen Stricklin, who is the president and founder of Wise Wealth LLC, an independent, full-service wealth ma...
047: Top Moments of 2023 - Top Guest Stories, Moments, and Ideas
17 Jan 2024
Contributed by Lukas
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 Tri...
046: Ann Hiatt - Jeff Bezos' Secrets to Success, the DNA of Unicorn Leaders, and How to Bet on Yourself
10 Jan 2024
Contributed by Lukas
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 an...
045: Triad Member Spotlights - Top Moments of 2023
03 Jan 2024
Contributed by Lukas
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 change...
044: Triad Member – Cracking the Code on Attorney Referrals & Casting a Vision that Inspires Your Team with Victor Medina
27 Dec 2023
Contributed by Lukas
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...
043: Jamie Hopkins - Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital World
20 Dec 2023
Contributed by Lukas
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 pla...
042: Matt Middleton - The Story Behind Future Proof & Transforming Your Live Events into Experiences
13 Dec 2023
Contributed by Lukas
Today, I’m speaking with Matt Middleton, the CEO of Advisor Circle – a venture studio and incubator that’s modernizing the wealth management ind...
041: Taylor Schulte - Podcasting Playbook for Financial Advisors & Building a Business You Love by Managing Client Expectations
06 Dec 2023
Contributed by Lukas
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 po...
040: Triad Member - Leading by Reading, Owning the Pharma Niche, & Strengthening Your Team with Wayne Wagner
29 Nov 2023
Contributed by Lukas
Today, I’m talking with Triad Member, Wayne Wagner. Wayne is the president of Vizionary Wealth Management, a firm that’s focused on building legac...
039: Michael Hyatt - Dinner Dates With Your Kids, Winning At Work & Succeeding At Life with the Double Win (Live on Front Row Dads Podcast)
22 Nov 2023
Contributed by Lukas
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...
038: Jordan Rigi - Building a Business for Unlimited Growth, Freedom & Joy
15 Nov 2023
Contributed by Lukas
Today, I’m sitting down with one of our own, Triad’s Head of New Member Outreach, Jordan Rigi. For so many advisors, career success comes at the e...
037: Adam Holt - Using Asset Map to Simplify Complexity & Create Meaningful Client Conversations
08 Nov 2023
Contributed by Lukas
Today, I’m joined by Adam Holt, the founder and CEO of Asset-Map, a fintech platform that helps advisors facilitate more meaningful conversations wi...
036: Triad Member – Streamlining Ops, Protecting Your Culture, and Scaling to $1B AUM with Michelle Short
01 Nov 2023
Contributed by Lukas
Today, I’m sitting down with Michelle Short, the COO of SHP Financial — a Triad member firm that manages more than $1B in assets.In the years lead...
035: Matt Beaudreau - Reshaping Financial Education & Preparing Kids to Succeed at Life
25 Oct 2023
Contributed by Lukas
Today, I’m speaking with education disrupter, Matt Beaudreau. In 2016, Matt launched Acton Academy Placer – an alternative to the traditional educ...
034: Sten Morgan - Leading with Advice, Bridging the Trust Gap, and Generating Referrals
18 Oct 2023
Contributed by Lukas
In today’s episode, I’m talking with Sten Morgan, the founder of both Legacy Investment Planning and Elite Advisor Network, a community for financ...
033: Jason Khalipa - Elevating Your Mindset
11 Oct 2023
Contributed by Lukas
Today, I’m talking with former CrossFit Games champion and family-first entrepreneur, Jason Khalipa.As he worked his way to the top of the CrossFit ...
032: Kristin Shea & Clayton Alexander - Principles for Scaling Your Advisory Business
04 Oct 2023
Contributed by Lukas
Today, we’re doing things a little differently. Instead of our usual interview, we’re recording the pod LIVE from Future Proof – the world’s l...
031: Kristin Shea - How Financial Advisors Can Build a Brand That’s Authentic to You
27 Sep 2023
Contributed by Lukas
We’ve got a special one lined up for you today! I’m talking to Triad’s Chief Product Officer, Kristin Shea, who has been helping build and shape...
030: John Israel - How Handwriting 1,825 Thank You Cards in a Year Changed Me
20 Sep 2023
Contributed by Lukas
Today, I’m talking with John Israel, the founder and Chief Gratitude Officer of Mr. Thank You.After building a successful sales career, John realize...
029: Leore Avidar - Investing in Sports Cards, Scaling Businesses, and Hiring Top Talent
13 Sep 2023
Contributed by Lukas
Today, I’m chatting with Leore Avidar, the founder of Alt—a sports cards collectibles platform that makes it simple for investors to buy and sell ...
028: Triad Member - How Empowering a Team Unlocks Exponential Growth with David & Kristy Afraimi
06 Sep 2023
Contributed by Lukas
Today, I’m joined by Triad Members and husband-and-wife power duo David & Kristy Afraimi, the founder and COO of BAM Advisory Group.In 2018, BAM...
027: Joey Coleman - Never Lose an Employee Again
30 Aug 2023
Contributed by Lukas
If you find it difficult to retain top talent, you’re not alone. Studies show that somewhere between 20% and 60% of new hires quit in the first 100 ...
026: Brian Portnoy - The Psychology of Money, Rich vs. Wealthy, and AI’s Role in Finance
23 Aug 2023
Contributed by Lukas
Today, I’m talking with Brian Portnoy – Founder of Shaping Wealth, CFA, and one of the world’s leading experts at simplifying the complex world ...
025: Chandler Bolt - How to Write a Book That Grows Your Income, Impact, and Business
16 Aug 2023
Contributed by Lukas
Today, I’m talking with Chandler Bolt, the CEO of SelfPublishing.com – an Inc 5000 company that he built from 0 to $43M+ in 8 years.Chandler has a...
024: Triad Member - Shifting to a Leadership Mindset and on Pace to Reach $80M+ of New Assets in 2023 with Jeremy Reiland, Nick Reiland and Tim Kuntz
09 Aug 2023
Contributed by Lukas
We have a special episode today as I’m joined by Triad members Jeremy Reiland, Nick Reiland and Tim Kuntz of Vantage Point Financial. With offices i...
023: Rener Gracie - Harnessing the 32 Principles of Jiu-Jitsu to Succeed in Business, Relationships, and Life
02 Aug 2023
Contributed by Lukas
I recently got an opportunity to interview Rener Gracie – a Brazilian jiu-jitsu black belt, coach, author and entrepreneur. If you’re unfamiliar w...
022: Anthony Zhang - Pitching Mark Cuban, Overcoming Adversity, and Investing in Fine Wine
26 Jul 2023
Contributed by Lukas
For any advisors who are fans of wine and/or investing, this episode is for you!I’m speaking with Anthony Zhang, co-founder and CEO of Vinovest—an...
021: Dave Zoller - Leveraging YouTube to Grow Your Advisory Business
19 Jul 2023
Contributed by Lukas
In this episode, I’m talking with Dave Zoller about how to effectively leverage YouTube to build your advisory business.Not only has Dave built and ...
020: Triad Member - Checking Your Ego, Replacing Yourself, and Prioritizing Family with Clayton Alexander
12 Jul 2023
Contributed by Lukas
Today, I’m talking with Triad member Clayton Alexander. Clayton is one of the most intentional leaders I know and has learned how to effectively inv...
019: Jason Wenk - Traits of a Great Fiduciary, Flywheel Momentum, & Designing a Business Around Your Life
05 Jul 2023
Contributed by Lukas
Today, I’m talking with Jason Wenk, who has spent the past 20+ years working to make financial advice better, more affordable, and accessible to eve...
018: John Ruhlin - The Art & Science of Radical Generosity and Relationship Building
28 Jun 2023
Contributed by Lukas
Raise your hand if you’ve ever sent or received a corporate gift? It’s pretty common practice in our industry to receive branded swag as a “than...
017: Amy Porterfield - How Financial Advisors Can Build Digital Courses
21 Jun 2023
Contributed by Lukas
Today, I’m talking with the one and only Amy Porterfield. Amy’s a NYT bestselling author and online marketing expert who has helped hundreds of th...
016: Triad Member - How Building a Business that's Bigger than Him Unlocked $250M+ of Growth Annually with Anthony Pellegrino
14 Jun 2023
Contributed by Lukas
If you’re an advisor who’s building your business, there’s a very good chance you’ve made some grueling sacrifices in return for growth…Late...
015: Corey Westphal - Helping Advisors Master Productivity, Simplify Meetings, & Optimize Data
07 Jun 2023
Contributed by Lukas
We’ve all heard it before: “There just aren’t enough hours in the day.” For advisors looking to run or scale a successful practice, effic...
014: Jamie & Jim Sheils - The Family Board Meeting Framework, Tech-Fasting, & Unforgettable Date Nights
31 May 2023
Contributed by Lukas
When I first started Triad, there were a lot of unknowns. But one thing was crystal clear in my heart: I refused to build a business that would come a...
013: Ian Cron - Using the Enneagram to Lead with Compassion, Strengthen Your Team, & Scale Your Business
24 May 2023
Contributed by Lukas
One of the biggest hurdles for financial advisors who want to build a thriving business, is the transition from a one-person operation to leading like...
012: Triad Member - Doubling Business by Letting Go, Empowering Your Team, and MASTERING Seminars with Tom Jacobs
17 May 2023
Contributed by Lukas
For many advisors, the idea of running a seminar conjures up images of wasted time, low ROI and an audience just there for a free dinner.But for Triad...
011: Kyle Van Pelt - Leveraging Tech to Deliver Unforgettable Client Experiences
10 May 2023
Contributed by Lukas
As if building a business in the financial services industry wasn’t already hard enough, financial advisors are also expected to be tech experts too...
010: Robert Glazer - Elevate Your Team, Avoid Burnout, and Drive Sustainable Growth
03 May 2023
Contributed by Lukas
“We're ending the steroid phase of high-growth organizations that just kind of grew by breaking people and burning through them.” – Robert Glaze...
009: Bob Burg - Master Your Emotions, Effective Communication, and Stepping Into Your Clients Shoes
26 Apr 2023
Contributed by Lukas
How can you truly understand your clients needs, goals and desires if they don’t fully trust you?In today’s episode, I’m talking with Bob Burg a...
008: Triad Member - Referral Strategy, Lead Generation, Writing Books, & Systematizing Your Business with Dan DeVerna
19 Apr 2023
Contributed by Lukas
In a saturated industry, relying on the same old lead generation tactics can make it difficult to stand out.But when earning referrals and bringing in...
007: Michael Kitces - Advisor Marketing, Niches, One Page Plans, Building a Team, and Being a CEO
12 Apr 2023
Contributed by Lukas
Today, I'm talking to one of the most prolific content creators in financial services, Michael Kitces. His website, Kitces.com, serves over...
006: Simon Bowen - Using Visual Models to Simplify the Complexity of Finance
05 Apr 2023
Contributed by Lukas
As a financial advisor, your clients don’t choose you because they want an average future; they choose you because they want to win the game of life...
005: Chris Smith - Leadership, Language, and the Path to Preeminence
29 Mar 2023
Contributed by Lukas
If you want to avoid looking like every other financial advisor on the block, you'll need more than a catchy tagline!Today, I'm talking with my good f...
004: Triad Member - Generating $250M of New Assets in a Single Year with Matthew Peck, Derek Gregoire, and Keith Ellis
22 Mar 2023
Contributed by Lukas
Once per month, we’re going to release a special episode with one of our Triad members that highlights their story and shares the lessons learned fr...
003: Michael Hyatt - Mind Your Mindset
15 Mar 2023
Contributed by Lukas
Do you trust the voice in your head? Our minds are powerful storytellers, but the stories our minds feed us as facts aren't always accurate...
002: Shawn Sparks - The 5 Pillars to Scaling Your Advisory Business
15 Mar 2023
Contributed by Lukas
In our industry, it’s all too common to treat revenue numbers as the ultimate scoreboard. But if that’s your only game plan, not only will your pr...
001: Why I Quit My Job... The Story Behind "Do Business. Do Life." with Brad Johnson
14 Mar 2023
Contributed by Lukas
"No man ever steps in the same river twice—for it's not the same river, and he's not the same man." – Heraclitus I love that quote (for many ...
The "Do Business, Do Life" Podcast
13 Mar 2023
Contributed by Lukas
"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their busine...