Episodios

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

    115: Solo - This Stoic Lesson Made Me a Better Leader with Brad Johnson
    May 7 2025

    Setbacks aren’t a possibility, they’re a promise. Things will break. People will disappoint. Plans will unravel.

    Yet we act surprised, as if hardship wasn’t part of the deal.

    But what if the real problem isn’t the setback itself, it’s believing it wasn’t coming?

    In this solo episode, I share the single most important mindset shift I’ve made since becoming an entrepreneur—one that’s helped me lead through sleepless nights, personnel challenges, and the unpredictable highs and lows of building a business from the ground up.

    It all started with a passage from Ryan Holiday’s The Daily Stoic: “The glass is already broken.”

    That simple idea changed how I view problems. And more importantly, how I prepare for them.

    I’ll unpack what it means, how I’ve applied it in business and life, and how you can use it to build systems that keep you calm, clear, and confident—especially when things don’t go according to plan.

    3 of the biggest insights from Brad…

    1.) Setbacks aren’t optional, they’re inevitable. When things break, most leaders react with stress, blame, or panic. But those emotions disappear when you start planning for problems instead of wishing they won’t happen.

    2.) “The glass is already broken.” It’s a simple, powerful mindset shift. Accept the fall before it happens, and you won’t be rattled when it does.

    3.) Great leaders don’t avoid problems. They build systems to face them with calm, clarity, and confidence.


    SHOW NOTES

    https://bradleyjohnson.com/115


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    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.

    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.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    13 m
  • 114: Steven Latow - A Proven Way to ACTUALLY Integrate AI into Your Financial Practice

    114: Steven Latow - A Proven Way to ACTUALLY Integrate AI into Your Financial Practice
    Apr 30 2025
    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 process.That’s what today’s guest, Steven Latow, is helping advisors do. He’s the VP of Operations at Zocks, an AI assistant built specifically for financial advisors. But Zocks isn’t just a note-taker. It automates meeting prep, takes detailed notes from virtual, in-person, and phone conversations, captures action items, and even drafts client follow-ups—without recording a thing. It also integrates directly with your CRM to keep records updated, create tasks, and kick off workflows automatically.In this conversation, we unpack how top advisory firms can leverage AI tools (including Zocks) to save time, streamline operations, and scale in a way that’s actually sustainable.Steven makes one thing clear: AI isn’t here to replace you, it’s here to free you up to do more of what only you can do.If you’re looking to grow your firm without growing your hours, this one’s worth a listen.3 of the biggest insights from Steven Latow …1.) You don’t need to hire more staff to get your time backSteven shared how some advisors are saving 8–10 hours a week just by automating what happens after client meetings—like notes, tasks, and follow-ups. That’s a full workday, without adding headcount.2.) AI is becoming the ultimate utility player on your teamIt’s helping advisors tag client interests, prep for meetings, even support smooth handoffs from senior to junior advisors. Whether you're growing or transitioning your firm, this tech quietly fills the gaps.3.) Most CRMs are just holding info—AI helps make it usableSteven broke down how AI is turning flat, static data into dynamic profiles that actually fuel your planning and marketing. The data’s already there, you just need a smarter way to use it.SHOW NOTEShttps://bradleyjohnson.com/114FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a 10% discount on the Zocks platformUse discount code DBDL10 for 10% off when you sign up to Zocks—the AI assistant built specifically for financial advisorsFOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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. Triad partners is a Zocks client and is also a Zocks Ambassador.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    1 h y 5 m
  • 113: Andrew Woodward - How Buying a Pro Sports Team Actually Works

    113: Andrew Woodward - How Buying a Pro Sports Team Actually Works
    Apr 23 2025
    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 strategy!But how do these deals actually happen? Who’s behind them? And why are pro sports teams becoming the ultimate alternative investment?In this episode, I’m talking with Andrew Woodward—former right-hand to Leigh Steinberg, the real-life inspiration behind Jerry Maguire—to explore one of the most exclusive asset classes on the planet: professional sports teams.Andrew is now a key figure at Game Plan, an investment bank that helps broker deals for NFL, NBA, MLB, and NHL franchises. And in this conversation, he reveals how these deals are sourced, why valuations keep exploding, and what advisors can learn from it all.From ownership structures and revenue streams to the rise of private equity in sports, this episode pulls back the curtain on how billion-dollar teams really get bought and sold. The biggest insights from Andrew Woodward …1.) How NFL Agents Earn Trust (and Referrals) for LifeLeigh Steinberg didn’t become the inspiration for Jerry Maguire by luck. Andrew shares the relationship-building playbook he learned from Leigh—and how trust, not tactics, is what lands high-profile clients. 2.) Why Pro Sports Teams Are the Ultimate Alt InvestmentThese assets aren’t just trophies, they’re smart plays in a scarce, high-demand market. Andrew explains the drivers behind skyrocketing team valuations and what makes them so appealing to sophisticated investors. 3.) The Revenue Streams Behind Billion-Dollar TeamsFrom ticketing and sponsorships to media rights and real estate, today’s franchises generate income across multiple verticals. Andrew breaks down how these revenue engines work—and what advisors can learn from the way pro teams diversify and scale. 4.) How Private Equity Is Opening the DoorWith team valuations on the rise, leagues are embracing private equity in new ways. Andrew unpacks how this shift is creating more access points for investors.SHOW NOTEShttps://bradleyjohnson.com/113FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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. TP04254372644See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    1 h y 14 m
  • 112: Triad Member - From Solo Advisor to CEO with Nico Pesci

    112: Triad Member - From Solo Advisor to CEO with Nico Pesci
    Apr 16 2025
    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 between 50+ client meetings a week, late-night emails, and missed time with family, the cost was high. He was burning out. Fast.In today’s conversation, Nico opens up about the wake-up call that made him rethink everything—and how he rebuilt a business he could scale without sacrificing himself in the process.You’ll hear how he went from running Pesci Financial as a solo advisor to launching Momentum Wealth, a firm grounded in purpose, systems, and team. We talk about how he shifted from selling products to helping clients design a retirement they actually want, the mindset shifts that helped him let go of control, and how the death of a close friend reminded him what really matters.This was a great conversation that will challenge you to pause, reflect, and ask: Am I building a business that’s actually worth it?5 of the biggest insights from Nico Pesci …1.) What 50+ Meetings a Week Really Cost HimNico opens up about the burnout that came after his biggest production year ever—and how hitting $75M in new assets became the wake-up call that forced him to redefine success.2.) Turning a Personal Brand into a Purpose-Driven FirmDiscover how Nico’s shift from Pesci Financial to Momentum Wealth marked more than a rebrand, it was a mindset transformation from ego-driven achievement to team-led legacy.3.) Why Hiring Felt Risky—But Paid Off BigScaling from 5 to 15 team members wasn’t easy. Nico shares how he overcame the common advisor fear of “I can’t afford to hire” and ended up with more time, more happiness, and more profit.4.) The Power of Slowing Down to Build Systems That ScaleLearn how slowing down to build internal processes became the key to accelerating growth—and why Nico believes systemizing is what separates sustainable success from lucky sprints.5.) Real-World Examples of How Advisors Can Use AIFrom onboarding to client communication, Nico reveals how his team is experimenting with AI to improve systems, reduce workload, and elevate the client journey in ways that scale.SHOW NOTEShttps://bradleyjohnson.com/112FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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. TP04254364012See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    1 h y 13 m
  • 111: Solo - 5 Hard Truths from 20 Years in Finance with Brad Johnson

    111: Solo - 5 Hard Truths from 20 Years in Finance with Brad Johnson
    Apr 9 2025
    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 conversations with advisors, I’ve seen behind the curtain.I’ve met advisors making millions who are secretly miserable… and others earning far less who are truly winning in every category that matters.In this short solo episode, I’m sharing the 5 hard truths I wish someone told me earlier — the same ones we now teach inside Triad. These are the lessons that helped me (and the advisors we coach) grow faster, lead better, and actually enjoy both the business and the life we’re building.5 Lessons to Succeed as a Financial Advisor …1.) Relationships Beat RevenueEarly on, I was chasing numbers — production, AUM, call volume. But the most fulfilled advisors aren’t chasing clients; they’re building real relationships. The kind that go beyond the portfolio and into family, values, and legacy. When you lead with service, the business takes care of itself.2.) Simplicity Sells. Complexity RepelsTop advisors take complex ideas and make them simple. Visuals, frameworks, and analogies aren’t gimmicks, they’re how you create clarity. And clarity builds trust. If a prospect doesn’t understand your value, they won’t pay for it. Clarity creates confidence3.) Growth Without Alignment = BurnoutYou can build a business that looks great from the outside and be miserable on the inside. I’ve seen it too many times. Growth only works if it aligns with your life. If your business doesn’t support your values, family, or well-being, it’s just a matter of time before burnout hits.4.) Proximity is PowerYou don’t need all the answers, but you do need the right people around you. I’ve seen entire businesses transform because an advisor got in the right room, asked the right questions, and stayed curious. Proximity accelerates growth. Don’t go it alone.5.) Advisors Are Leaders (Not Just Planners)Advisors aren’t just here to give advice. You’re here to lead. To guide families through fear, change, transitions, and uncertainty. If you only give advice, you inform. But when you lead with vision and empathy, you transform. That’s the difference between a commodity and a category of one.SHOW NOTEShttps://bradleyjohnson.com/111FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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. TP04254372578See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    16 m
  • 110: Dane Espegard - Why Employees Leave (And the System That Fixes It)

    110: Dane Espegard - Why Employees Leave (And the System That Fixes It)
    Apr 2 2025
    Most leaders struggle to keep top talent. Why? Because when employees don’t feel engaged or fulfilled, they often start looking for better opportunities elsewhere.And while competitive pay matters, it’s not the only reason people stick around. What if the real key to retention was helping your team achieve their personal dreams?In this episode, I’m talking with Dane Espegard, a leadership expert, Cutco-Vector entrepreneur, and the author of The Dream Machine. Dane has built one of Cutco’s most successful sales teams—not by micromanaging or driving harder, but by creating a company culture that makes people want to stay.Dane’s Dream System flips traditional leadership on its head. Instead of just setting company goals, he helps his team identify and achieve their personal dreams, leading to higher engagement, loyalty, and performance. The results? A thriving team that’s deeply invested in the company’s success, because they know the company is committed to theirs.3 of the biggest insights from Dane Espegard …#1.) Stop Postponing Life & Start Retiring NowWhy “someday” is the biggest retirement risk and how small, intentional lifestyle shifts can create freedom long before the traditional retirement age—for both you AND your clients.#2.) The Dream Tracking System That Motivates & Inspires TeamsA simple yet powerful framework for helping your team achieve personal dreams—while boosting engagement and performance at work.#3.) How to Build a Workplace Culture That Spouses Brag AboutDane uncovers the secret to creating a company culture so strong that employees talk about it at home, increasing retention and deepening loyalty.SHOW NOTEShttps://bradleyjohnson.com/110FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get Dane's 1000+ Dreams Spreadsheet - a simple tool to help your team dream bigger!To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "110" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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. TP4254352708See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    49 m
  • 109: Rich Robledo - Building a Community That Opens Doors & Unlocks Growth

    109: Rich Robledo - Building a Community That Opens Doors & Unlocks Growth
    Mar 26 2025
    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 massive opportunities on the table—especially as a financial advisor who wants to work with high-net-worth clients and take your firm to the next level.That’s where Rich Robledo comes in. He’s built a thriving real estate business by mastering the art of networking, mentorship, and high-value conversations. Instead of constantly chasing new business, he’s created a model where opportunities come to him.In this episode, Rich shares how financial advisors can apply the same principles to grow their practice. From curating the right circles to fostering client loyalty and referrals, he explains how he turned casual conversations into long-term business relationships with ultra-affluent clients.We also dive into his investment philosophy, lessons from past market cycles (including the 2008 crash), and the mindset shift that separates successful advisors from those who stay stuck. If you're looking to elevate your network, build deeper trust with clients, and create a business that grows through relationships, you won’t want to miss this one.3 of the biggest insights from Rich Robledo …#1.) The Secret to Building a High-Value Network as an AdvisorSuccess in financial services isn’t just about your credentials, it’s about who you surround yourself with. Rich shares how he built a community of influential connections through mentorship, strategic events, and authentic relationship-building—principles advisors can apply to attract high-net-worth clients.#2.) How High Net-Worth Clients ThinkRich has worked with ultra-affluent buyers, from high-profile athletes to top executives. He breaks down how they make decisions, what they value most, and how you can position yourself as their go-to advisor.#3.) Real Estate Investing for Long-Term WealthRich plays the long game in real estate. He shares why he holds properties for 10+ years, where he’s investing now, and how he structures deals for cash flow and appreciation.SHOW NOTEShttps://bradleyjohnson.com/109FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    57 m
  • 108: Triad Member - The Uncommon Advisor Training Model that Captured $67M with Michael & Laura Lehrhaupt

    108: Triad Member - The Uncommon Advisor Training Model that Captured $67M with Michael & Laura Lehrhaupt
    Mar 19 2025
    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 & Laura Lehrhaupt, founders of Strategies for Wealth Management and longtime Triad members, who scaled their firm from $41M to $67M in just three years—without adding more hours to their week.Their growth didn’t come from just one strategy, it was a combination of TV, webinars, seminars, and educational events, all working together to create an omnipresent brand that positioned them as the go-to firm in their market. They also built a 35,000-person database and implemented a nurturing system that turned cold leads into warm conversations and repeat clients.But the real game-changer? Relentless advisor development. Their daily 9:30 AM training sessions transformed junior advisors into $20M+ producers, proving that growth isn’t just about marketing, it’s about building a team that can scale the business beyond you.3 of the biggest insights from Michael & Laura Lehrhaupt …#1.) The Power of Omnipresence: Marketing that makes you the go-to advisor in your area requires more than one funnel. Learn how Michael & Laura built a brand that follows prospects everywhere—across TV, webinars, seminars, and educational events.#2.) Why Most Advisors Fail at Hiring & Training: It’s not just about finding talent, it’s about developing it. Discover the daily training framework that transformed their junior advisors into $20M+ producers.#3.) How a 35,000-Person Database Became a Goldmine: Most advisors ignore their existing audience. Michael & Laura share how they nurture relationships, create re-engagement campaigns, and drive revenue from past clients and prospects.SHOW NOTEShttps://bradleyjohnson.com/108FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE 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.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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    1 h y 18 m
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