Episodes

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

    084: Triad Member - The Story Behind 20% Growth in Less Than 7 Months with John McNeil and Virginia O’Brien
    Oct 2 2024
    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 how they grew their net AUM by 20% in just 7 months by combining legacy with innovation.Mobile Bay Financial Solutions has had four generations of family leadership, and in this conversation, we dive into how it evolved from its insurance roots in 1922 to a modern, full-service financial planning powerhouse with roughly $50 million AUM.For many advisors, navigating industry changes like compliance, technology, and staying relevant can be overwhelming—especially for family-run firms trying to innovate without losing their identity.John and Virginia reveal how they modernized their practice, streamlined processes, and deepened client relationships while preserving the values that have sustained their firm for a century.If you’re looking to innovate and grow without sacrificing your roots, this episode is full of actionable insights.3 of the biggest insights from the episode …The Secret to Building Generational Trust: Learn how to keep your clients' heirs by building a multi-generational plan that goes beyond investments and locks in trust for life.Becoming a 95% Closer: John reveals how their team closes 95% of new business by effectively educating their prospects. Combining Legacy with Innovation: Discover how to stay relevant and competitive by embracing new systems and technologies without losing your foundational values. FREE 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.SHOW NOTEShttps://bradleyjohnson.com/84FOLLOW 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. Copyright 2024 Triad Partners, LLCTP09243739589See 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 hr and 26 mins
  • Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor

    Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor
    Sep 25 2024
    Today, I’m sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter.Starting at just 25, Thomas quickly earned recognition as one of Investopedia’s Top 100 Financial Advisors in both 2022 and 2023. By focusing on creating valuable, engaging, and authentic content, he turned Twitter into a powerful growth engine for AllStreet Wealth. In this conversation, Thomas shares actionable advice for financial advisors like the step-by-step methods he’s used to drive 97% of new assets from Twitter, build an engaged audience of 28,600 followers, and create content that converts. So you're looking to amplify your online presence, build your personal brand, and grow your advisory firm, this conversation is packed with actionable insights from one of the industry's rising stars.3 of the biggest insights from Thomas Kopelman …Focus on Actions, and Results Will Follow: Discover how leveraging mentorship and continuous learning can drive rapid growth in your business.How to Harness the Power of Twitter: Thomas breaks down the exact steps he used to go from 0 to 28,600 followers, turning Twitter into a marketing funnel that generates 97% of new business!The Content Creation Playbook: Learn how to generate good ideas, stand out from the crowd, and build a personal brand that attracts new clients.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 10% discount on Thomas's course, How to Build Your Personal Brand and Get Your First Client from Social Media. *Please note, Triad is an All Street Academy Ambassador.To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "83" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/83FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright 2024 Triad Partners. All rights reserved. TP09243739583See 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 hr and 7 mins
  • 082: Demi-Leigh Tebow - Beyond Miss Universe: Overcoming Adversity and Finding True Identity

    082: Demi-Leigh Tebow - Beyond Miss Universe: Overcoming Adversity and Finding True Identity
    Sep 18 2024
    Today, I’m joined by Demi-Leigh Tebow who shares how she uncovered her true identity, built unshakable faith, and overcame profound adversities like the loss of her sister and surviving a violent carjacking.Demi is no stranger to the spotlight. She was crowned Miss Universe in 2017, married famous NFL quarterback Tim Tebow in 2020, and recently released her best-selling book, A Crown That Lasts. Alongside her personal achievements, she’s deeply committed to charity work through the Tim Tebow Foundation.But behind the success, Demi’s journey has been marked by significant challenges. Whether it was redefining herself beyond her career, coping with her sister’s severe special needs and subsequent loss, or escaping a brutal carjacking in South Africa, Demi has faced major trials that tested her resilience and faith.In this episode, Demi shares powerful insights on overcoming adversity, finding your true identity, and becoming the best version of yourself, both professionally and personally.3 of the biggest insights from Demi-Leigh Tebow …#1 Stop Letting Your Success Define YouChasing accolades and achievements won’t bring lasting fulfillment. Demi reveals how to find true self-worth beyond titles and awards—something every financial advisor needs to hear in a results-driven industry.#2 Who’s in Your “Pit Crew” Supporting You?Demi’s success didn’t happen in isolation. Discover the importance of building a trusted inner circle that has your back when life (or business) throws challenges your way.#3 How Do You Handle Life When It Doesn’t Go According to Plan?Adversity is inevitable. Learn Demi’s proven approach to transforming setbacks into opportunities for growth, and how to keep moving forward even when everything feels out of control.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Demi's book, "A Crown that Lasts: You Are Not Your Label" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "82" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/82FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. 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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    52 mins
  • 081: Solo - How Financial Advisors can Optimize their Calendar to Maximize Revenue and Freedom with Brad Johnson

    081: Solo - How Financial Advisors can Optimize their Calendar to Maximize Revenue and Freedom with Brad Johnson
    Sep 11 2024

    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 for maximum revenue and freedom.

    I’ll share real-world stories and frameworks that have helped countless financial advisors like you transition from solo players to true business owners. By the end of this episode, you’ll know exactly how to systematize your calendar, maximize your revenue-producing hours, and protect your personal life.

    If you’ve ever felt like your calendar is running you instead of the other way around, this episode is a must-listen.


    3 of the biggest insights from Brad Johnson …


    • The Swiss Cheese Calendar Problem: Why random, scattered meetings kill productivity and how to fix it by batching your appointments.


    • How to structure your week to focus on high-value, revenue-producing tasks and avoid burnout.


    • The importance of building boundaries by setting non-negotiables, like protecting weekends and family dinners, to maintain a healthy work-life balance.


    FREE GIFT + JOIN THE DBDL INSIDER CREW

    Today's Gift: 30 minute 1:1 coaching call with Brad

    Are 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.


    SHOW NOTES

    https://bradleyjohnson.com/81


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    DISCLOSURE

    These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP09243739571

    Copyright 2024 Triad Partners. All rights reserved.

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

    080: Triad Member – Financial Advisor Team 10X Growth by Helping Clients Retire Fearlessly with The Nebens
    Sep 4 2024
    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 in assets in just five years.Founded in 2019 and joining Triad in 2022, the Nebens are an incredible example of process-driven growth. Their clear brand manifesto focused on helping clients “Retire Fearlessly” has become the foundation of their business strategy and is pivotal to their success.In this conversation, we explore the key processes that have fueled ULA’s rapid growth, from intentional hiring practices to innovative sales and prospecting techniques. The Nebens’ nearly 10X growth is a testament to the effectiveness of these strategies, and today, they’re sharing the insights behind their journey.3 of the biggest insights from the Nebens …Why crafting a compelling brand manifesto like "Retire Fearlessly" is essential for exponential growth—and how it becomes the driving force behind everything you do, from client interactions to enhancing company culture and attracting top-tier talent.How to transform your book into a powerful lead-generation tool that educates clients, markets your services, and drives referrals—particularly from high-net-worth individuals.A simple yet effective tactic every advisor can use in the first meeting to qualify prospects more efficiently, ensuring your team spends time building plans for the right clients.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 call with BradTo get access to today's free 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 NOTEShttps://bradleyjohnson.com/80FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE 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. TP08243739568See 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 hr and 21 mins
  • 079: Bentley Caldwell - How to Dress for Success as a Financial Advisor

    079: Bentley Caldwell - How to Dress for Success as a Financial Advisor
    Aug 28 2024
    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 to their wardrobe. Financial advising is a trust-based business, and clients need to feel confident in your ability to manage their finances. That’s why what you wear matters.How you dress and present yourself shapes how prospects and clients perceive you. It says a lot about your personality, the quality of your work, your attention to detail, and so much more. Not only that, but first impressions stick. Before you even say a word, potential clients are sizing you up based on your appearance, so it’s critical to know what to wear – and what NOT to wear!That’s why I wanted to bring Bentley on the show. He’s an expert at helping entrepreneurs take their image and confidence to the next level. In fact, he’s Michael Hyatt’s stylist – and if you know Michael, you know that’s saying a lot. Dressing nice may seem obvious, but knowing what to wear, how to wear it, and where to buy it, can quickly become overwhelming. In this episode, we dive deep into the intentional details that make a lasting impression with clients, actionable steps to elevate your wardrobe, and some of Bentley’s best advice for developing an authentic style that you can wear with confidence. 3 of the biggest insights from Bentley Caldwell …The psychology behind dressing for success and how elevating your wardrobe can boost your confidence and make you more relatable to high-end clientsWhy sticking to timeless, professional styles is more impactful than chasing fleeting trends – and simple style hacks that every advisor can useThe power of discovering your personal style and why spending on quality pieces that fit well is a long-term investment in your personal and professional success.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get 10% Off of Bentley's Standard Styling PackageTo get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "79" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/79FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP08243739562Copyright 2024 Triad Partners. All rights reserved.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 hr and 7 mins
  • 078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant

    078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant
    Aug 21 2024

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

    At just twenty-six, Will took over Eleven Madison Park, a struggling two-star brasserie that had never quite matched its majestic room. Eleven years later, it was named the best restaurant in the world.

    In this episode, not only will you hear how Will pulled off this unprecedented transformation, but you’re going to get a masterclass in hospitality and actionable tips on how to turn an ordinary service (like financial advising) into exceptional experiences for your clients.


    3 of the biggest insights from Will Guidara …


    • The pursuit of excellence and the story of how Will created the #1 restaurant in the world.


    • The power of unreasonable hospitality – and how to use “The 95/5 Rule” to create unforgettable experiences that your clients will talk about for years.


    • What high net-worth clients really want! Find out why understanding, flexibility, and personalized care are non-negotiables for attracting high-value clients like Will.


    GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW

    Today's Gift: Get a free copy of Will’s book, "Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect" [while supplies last]

    To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "78" 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/78


    FOLLOW BRAD JOHNSON ON SOCIAL

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    • YouTube - Full Interviews
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    DISCLOSURE

    These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

    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 hr and 1 min
  • 077: Brad Johnson & Justin Donald - Growing Your Business WITHOUT Sacrificing Your Life (Live on Front Row Dads Podcast)

    077: Brad Johnson & Justin Donald - Growing Your Business WITHOUT Sacrificing Your Life (Live on Front Row Dads Podcast)
    Aug 14 2024

    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 membership group and podcast created for fathers who want to level up their Dad game and put family first. As part of a podcast series, Front Row Dads selected a handful of members to guest host the show.

    As a part of that series, I was chosen to be interviewed by fellow Front Row Dads member, Justin Donald.

    In this episode, you’ll get to hear all about The Johnson's core family values, practical tips for entrepreneurs chasing the mythical “work-life balance,” and how I believe entrepreneurs can successfully grow a business without sacrificing family, health, or happiness.


    3 of the biggest insights from Brad Johnson …


    • How to build a team that wants to do business and do life together – AND a culture that attracts great talent in the process!


    • Why work-life balance is a myth – find out why work-life integration is the secret to making your business serve your life, not become your life.


    • The Johnson’s core family values – and how they use those values as a north star for making tough decisions and building a life by design, not by default.



    SHOW NOTES

    https://bradleyjohnson.com/77


    FOLLOW BRAD JOHNSON ON SOCIAL

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    FOLLOW DBDL ON SOCIAL:

    • YouTube - Full Interviews
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    • Twitter
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    • Facebook


    DISCLOSURE

    These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP08243623584

    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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    46 mins