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

194: Brad Johnson - 3 Reasons You Aren’t Closing High-Net-Worth Clients (And What To Do About It)

You've built a successful advisory firm. But when a prospect walks through the door with $5 million, $10 million, or even $20 million in investable assets, does your appr

193: Rob Ferre – Why Your Seminar Loses People After 15 Minutes

Ever been halfway through a presentation and noticed people checking their phones, looking around the room, or completely tuning out? It's a challenge a lot of financial

192: Brad Johnson – Process vs. Product: Revisited A Decade Later

If you're a financial advisor, here's a question worth asking: What makes the experience of working with your firm different from working with the advisor down the street

191: Zach Nadler - What 17 Years With GaryVee Taught Him About Building a Standout Business

There’s a point where being good at what you do isn’t enough. Financial advisors are competing for clients, talent, attention, and trust. And when everyone starts lookin

190: Dana Dunkelberger – How a New Advisor Brought In $40M in 10 Months

Imagine this. A new advisor joins your firm. Ten months later, he brought in roughly $40 million in new assets. That’s what happened at Dana Dunkelberger’s firm. In thi

189: Solo – 3 Lessons From 20 Years in Finance (in 12 Minutes)

The bigger your firm gets, the easier it is to lose sight of what made it work in the first place. I’ve spent 20 years in finance watching firms chase better marketing,

188: Shannon McGinnis & Quin Kilgore – Is Your Firm Ready for Claude for Financial Advisors?

Four days after Anthropic released Claude for Financial Advisors, it was the main topic on our AI mastermind call. I get why. Asking one tool to pull your appointments, y

187: Nico Pesci – How Did One Advisor Close a $17M Prospect?

Nico Pesci’s firm went from bringing in roughly $150k–$250k in new assets per client to between $1M-$2M. But the interesting part isn’t some new marketing funnel, sales

186: Solo - If I Could Start Over Building a Sales Team (Here’s What I’d Do)

Eventually, growth creates a problem: there simply isn't enough of you to go around. So you hire another advisor, give them a quick download of how you do things, start

185: Claude Silver – The One Sentence Gary Vaynerchuk Used to Build a 2,200-Person Company

Gary Vaynerchuk didn't build a 2,200-person company by keeping his hands on everything. Claude Silver has spent the last 12 years helping him build the culture behind th

184: Mark Hedderman – The Retirement Trap Nobody Warns You About

What happens when a client has enough money to retire, but no idea what they’re retiring to? That's the tension at the center of my conversation with Mark Hedderman, a s

183: Ben Nemtin - Most Retirees' Regrets Have Nothing to Do With Money

What happens when a client has enough money to retire, but no idea what they actually want retirement to look like? Ben Nemtin knows that problem better than most. After

182 - SHP Financial - Inside a $2B AUM Exit - What Buyers Actually Pay For

A growing advisory firm and a valuable advisory firm aren't always the same thing. Plenty of founders know their AUM, revenue, and production. Far fewer know how an outs

181: Ariana Luterman – The Mindset That Took Her From Bedridden to World Record Holder

Almost every advisor hits a point where the grind starts to wear on you, the finish line feels hundreds of miles away, and the urge to give up starts creeping in. This w

180: The Hidden Cost of Building a Successful Advisory Firm (Brad Johnson on Beyond the Trees)

This one flips the usual format. Instead of hosting, I was the guest on the Beyond The Trees podcast with Alex Murphy, from the team at Cedarwood Financial Partners. We

179: Jacob Shapiro – The 4 Forces Behind the Biggest Wealth Shift in 40 Years

The assumptions that shaped the last 40 years of investing may not hold for the next 40. The world is becoming more complex. U.S. dominance is shifting, while major chan

178: Quin Kilgore – AI Is Changing the Advisor Tech Stack Forever

Financial advisors are being pitched new AI tools almost every day. The promise is simple: more automation, better client service, and fewer hours buried in administrati

177: DJ DiDonna – How to Take a Sabbatical without Breaking Your Business

Here's a question most advisors can't answer honestly: if you stepped away from your business for a couple of months for more than a vacation, would it survive?  For man

176: Tricia Sciortino - How To Hire An Assistant Who Actually Buys Back Your Time

SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you fro

175: Jason Barsema - The Protective Investing Strategy Wealthy Clients Want

SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you fro