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Do Business. Do Life. — The Financial Advisor Podcast — DBDL
Brad Johnson
144 episodes
1 week ago

"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. 

Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a mission to fix it. 

Join Brad as he distills the best advice from top thought leaders and applies it to the world of independent financial advising. Get actionable tips/tactics on sales, marketing, entrepreneurship, business growth, lead generation, hiring, training, team building, company culture, core values, work/life integration, family, relationships, and more!  

"Do Business. Do Life." is way more than just another podcast for financial advisors. It's an experience. It's a community. And more than anything, it's a movement. #DBDL 

Want to discover what it truly means to succeed as a financial advisor? Subscribe to Do Business, Do Life OR visit https://bradleyjohnson.com/ 

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All content for Do Business. Do Life. — The Financial Advisor Podcast — DBDL is the property of Brad Johnson and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. 

Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a mission to fix it. 

Join Brad as he distills the best advice from top thought leaders and applies it to the world of independent financial advising. Get actionable tips/tactics on sales, marketing, entrepreneurship, business growth, lead generation, hiring, training, team building, company culture, core values, work/life integration, family, relationships, and more!  

"Do Business. Do Life." is way more than just another podcast for financial advisors. It's an experience. It's a community. And more than anything, it's a movement. #DBDL 

Want to discover what it truly means to succeed as a financial advisor? Subscribe to Do Business, Do Life OR visit https://bradleyjohnson.com/ 

Show more...
Entrepreneurship
Business,
Investing
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143: Solo - Your Office Space Could Be Costing You Million-Dollar Clients with Brad Johnson
Do Business. Do Life. — The Financial Advisor Podcast — DBDL
23 minutes 20 seconds
1 week ago
143: Solo - Your Office Space Could Be Costing You Million-Dollar Clients with Brad Johnson
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 do with your office design? In this solo episode, I share one of the most surprising lessons I’ve learned in 20+ years of coaching advisors: the design and intention behind your office directly impacts the clients you attract and the culture you create. Your office is more than a workspace. It’s a physical reflection of your values, beliefs, and the experience you promise to your clients. I’ll show you how thoughtful design can elevate your credibility, boost team culture, and transform how prospects perceive your brand. I’ll also walk you through the three lessons that shaped Triad’s new headquarters, so you can apply the same principles to your own firm and start attracting higher-net-worth clients while building a culture your team loves coming to every day. 3 of the biggest insights from Brad… #1.) Celebrate What Matters in Business and Life Most advisors design an office that looks good on paper, but doesn’t feel like them. In this episode, I share how to build a space that actually tells your story. From our Do Business, Do Life wall filled with team goals to the way you showcase client experiences instead of sales awards, I’ll show you how to create an environment that instantly connects and builds trust with million-dollar clients. #2.). Speak Things Into Existence That Matter At Triad, we believe language creates culture. So when we built our new office, we wanted our walls to literally speak our values. Instead of labeling rooms A, B, and C, we named them after the beliefs we live by—like the “Significance Suite” and the “Day One Café.” We even have an “Empty Chair” in every conference room to represent our members, reminding us to always build on their behalf. It’s a simple way to make sure what we say we believe shows up in how we work every day. #3.) Create a Collision-Friendly Environment We fixed one of the biggest mistakes from our first office—silos. In our new space, we built what I call a “hub-and-spoke” design that sparks connection. The hub is where ideas collide—coffee stations, couches, even a kegerator—and the spokes are where deep work happens. I’ll share how this setup boosted creativity, broke down barriers, and created a vibe that everyone—from team members to visiting advisors—can feel the moment they walk in. SHOW NOTES https://bradleyjohnson.com/143 FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedIn FOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebook 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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. TP11254897334.  See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Do Business. Do Life. — The Financial Advisor Podcast — DBDL

"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. 

Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a mission to fix it. 

Join Brad as he distills the best advice from top thought leaders and applies it to the world of independent financial advising. Get actionable tips/tactics on sales, marketing, entrepreneurship, business growth, lead generation, hiring, training, team building, company culture, core values, work/life integration, family, relationships, and more!  

"Do Business. Do Life." is way more than just another podcast for financial advisors. It's an experience. It's a community. And more than anything, it's a movement. #DBDL 

Want to discover what it truly means to succeed as a financial advisor? Subscribe to Do Business, Do Life OR visit https://bradleyjohnson.com/