Episodes

  • 173: Michael Hyatt - The 6 Levels of AI Every Advisor Needs to Know

    173: Michael Hyatt - The 6 Levels of AI Every Advisor Needs to Know
    Jun 17 2026
    Right now there's a wave building in our industry, and most advisors are standing on the beach pretending it isn't there.AI isn't coming. It's here. And the gap between the advisors who lean into it and the ones who keep waiting is about to get a lot wider.In this episode, I sit down with Michael Hyatt — New York Times bestselling author, longtime entrepreneur, and someone who's quietly built an entire team of AI agents running inside his own business.We get into the tension every financial advisor is thinking about: privacy, client data, compliance, technical knowledge, and where AI actually fits in a relationship-driven business.Michael also explains where this is all headed, and why the biggest opportunity may not be replacing human work, but creating more space for the work only humans can do.If you've been telling yourself you'll figure AI out later, or that it doesn't really apply to a business like ours, this conversation might change your mind about how much time you actually have.3 Insights From This Week’s Episode…#1.) The Story That's Quietly Costing Advisors Their FutureWhen AI comes up, a lot of smart, successful advisors check out. They decide it's too technical, too risky, or too late to start. Michael explains why that reaction has nothing to do with age or ability, and everything to do with something far more dangerous.#2.) The Client Data Objection Everyone Hides Behind"I deal with people's finances, so AI doesn't apply to me." It's the most common wall advisors put up, and on the surface it sounds responsible. We dig into why that thinking is more outdated than you'd expect, and what hiding behind it might be costing you.#3.) The New Advantage in a Relationship Business Financial advice is built on trust, presence, and human connection. We explore why AI may actually increase the value of great advisors by helping them show up more prepared, more focused, and more available for the work only humans can do.SHOW NOTEShttps://bradleyjohnson.com/173FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW 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. 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.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 2 mins
  • 172: Solo - The #1 Way to Show Clients Their Future in 30 Seconds (Missing Visuals - EP 2 of 3)

    172: Solo - The #1 Way to Show Clients Their Future in 30 Seconds (Missing Visuals - EP 2 of 3)
    Jun 10 2026
    A prospect can sit through an entire meeting, nod along, ask good questions, and still leave without fully understanding why they need you.That’s the problem.Many advisors explain their value clearly, but they don’t make it easy for prospects to see the difference between where they are today and where they could be with the right plan in place.In Part 2 of this three-part series, I break down one of the simplest ways to make your planning process feel more tangible, more understandable, and more compelling without overwhelming prospects with more information.3 Insights From This Week’s Episode…#1.) Why Prospects Struggle To See Your ValueYou may understand the strategy, the software, and the planning opportunities sitting underneath the surface. But your prospect often just sees complexity. I cover why this disconnect matters and how it can quietly hurt your close rate.#2.) The Hidden Cost Of Leading With ComplexityAdvisors often walk into meetings with charts, projections, jargon, and too many decision points. The problem is that more information doesn’t always create more clarity. We explore why this can make prospects hesitate instead of move forward.#3.) The Communication Trap That Kills TrustThere’s a fine line between helping prospects see what’s missing and making them feel judged for not already having it figured out. I unpack the mistake advisors make here and why tone can make or break the conversation.SHOW NOTEShttps://bradleyjohnson.com/172SPONSORED BY BELAYRunning a business is hard enough without trying to do everything yourself. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdlFOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW 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. 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.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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    17 mins
  • 171: Solo - The #1 Visual Missing from Most Financial Advisor Appointments (Missing Visuals - EP 1 of 3)

    171: Solo - The #1 Visual Missing from Most Financial Advisor Appointments (Missing Visuals - EP 1 of 3)
    Jun 3 2026

    A conversation lives for an hour. A financial plan lives for generations.


    Most advisors provide a prospect nothing but a follow-up email and a calendar link following their first meeting, then wonder why so many disappear before the second meeting happens.


    In Part 1 of this three-part series, I break down one of the most overlooked tools in advising: something that even the show Shark Tank get's right, but most advisors miss.


    3 Insights from This Week's Episode…


    #1.) Bridge the Gap From Conversation to Real World

    A financial plan is made up of hours of thinking, strategy, and recommendations the client can’t see. I cover how to bridge this gap in the very first meeting.


    #2.) Why Your Prospects Think Differently Than You

    You may have grown up in a digital world, but many of your prospects and clients did not. We cover what this means and what do about it.


    #3.) Rough Draft vs Finished Plan

    We cover how to position the work you do in a way that empowers your clients to make a decision and move forward.


    Triad Sales Lab

    Still the only one closing deals in your firm? We’ll help you build a sales system that doesn’t rely on you. Apply here: https://bradleyjohnson.com/160-triad-sales-lab/


    SHOW NOTES

    https://bradleyjohnson.com/171


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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. 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.


    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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    18 mins
  • 170: Stu McLaren - The Psychology Behind Clients Who Stay for Life

    170: Stu McLaren - The Psychology Behind Clients Who Stay for Life
    May 27 2026
    I sat down with Stu McLaren to unpack something I think a lot of financial advisors are missing right now…Your value isn’t just in the financial plan. It’s in the relationships, community, and sense of belonging you create around your clients. Stu built one of the earliest online membership businesses, sold it successfully, and has spent years helping entrepreneurs build thriving communities that people never want to leave. In this conversation, we talk about what advisors can learn from that world—and why retention has less to do with performance reviews and more to do with human connection. We also go deeper into the emotional side of money, why so many successful people keep moving the goalposts, and how advisors can stop overwhelming clients with information and start creating real momentum instead. And beyond business, Stu shares one of the most powerful mindset shifts around money and impact I’ve heard in a long time. From building schools in Kenya to creating unforgettable experiences for others, this conversation is a reminder that business can become a vehicle for something much bigger than yourself.3 of the biggest insights from Stu McLaren…#1.) Community Is the Moat That Protects Your BusinessStu explains why relationships and belonging are becoming more valuable than information—especially in a world where AI is making knowledge easier to access. Advisors who intentionally create connection between clients build deeper loyalty, stronger retention, and a business competitors can’t easily replicate.#2.) Clients Don’t Need More Information, They Need SimplicityA lot of advisors accidentally overwhelm clients by trying to explain everything at once. Stu shares how creating a simple “success path” helps clients focus on the next right step instead of getting buried in spreadsheets, projections, and complexity.#3.) Money Becomes More Meaningful When It Fuels ImpactStu opens up about the mindset shift that changed his relationship with money forever. Instead of feeling guilty about success, he realized that making more money gave him the ability to create more impact—for charities, communities, friends, and families around the world.Free Gift:Get access to Stu's book, Predictable Profits.SHOW NOTEShttps://bradleyjohnson.com/170FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW 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. 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.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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    55 mins
  • 169: Solo - How One Financial Advisor Made His Time Worth $40,000/Hour with Brad Johnson

    169: Solo - How One Financial Advisor Made His Time Worth $40,000/Hour with Brad Johnson
    May 20 2026

    What if I told you there’s a simple concept that could unlock exponential growth in your business, without adding more hours to your workweek?

    I’ve used this framework hundreds of times in coaching conversations, and it’s created more breakthroughs than anything else I’ve ever shared with advisors.

    It all comes down to the value of an hour of your time.

    In this solo episode, I walk you through an eye-opening exercise to help you calculate what your time is really worth, and more importantly, what’s stealing it. You’ll discover how to delegate low-value tasks, free up your calendar for high-impact work, and scale your firm without sacrificing your personal freedom.


    3 of the biggest insights from Brad Johnson…


    #1.) The Hidden Number That Controls Your Growth

    I break down a simple formula that calculates what an hour of your time is worth as a business owner, and why this number matters far more than most advisors realize.


    #2.) Get Non-Revenue Driving Work Off Your Plate

    Paperwork, service work, HR issues, and admin responsibilities are all important aspects of running a business, but they often pull founders away from the activities that deliver the best ROI. The more time you spend in low-leverage work, the harder it becomes to scale.


    #3.) The “Sue” Exercise That Changes How You Think About Delegation

    I share a powerful coaching framework that helps advisors realize they’ve already hired the most expensive employee in the business: themselves.


    SHOW NOTES

    https://bradleyjohnson.com/169


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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. 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.

    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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    22 mins
  • 168: Solo - How I'd Spend My First $100,000 as a Financial Advisor with Brad Johnson

    168: Solo - How I'd Spend My First $100,000 as a Financial Advisor with Brad Johnson
    May 13 2026
    Most advisors build their business on momentum instead of intention, duct-taping it together as they go, and then wondering years later why growth feels so hard.What if the problem isn't effort? What if it's the foundation?In this solo episode, I'm breaking down exactly how I'd invest the first $100,000 if I was starting a financial advisory practice from scratch. Three investments, in order, that I believe separate the advisors who build something bigger than themselves from the ones who stay stuck grinding at a ceiling they didn't even know they built.These aren't industry secrets. They're not complicated. But the fastest-growing advisors I've coached (and I've worked with folks managing hundreds of millions) did all three on purpose, and they did them early. That's the difference.3 of the biggest insights from Brad Johnson…#1.) The First Hire Every Advisor Should MakeMost advisors wait too long to hire an EA because they think they can't afford it. I want to flip that entirely. Every hour you spend on admin, scheduling, and paperwork is a direct tax on your revenue ceiling. A great EA creates leverage.#2.) Marketing Isn’t Optional, It’s the EngineI break down the mindset shift that separates advisors who consistently invest in marketing from those who treat it like an expense, and why funding a proven one-to-many system early is one of the highest-leverage moves you can make.#3.) Your Office Is Sending a Message. Is It the Right One?The environment where you meet clients isn't just a backdrop. It's a direct signal about the experience they can expect. Your space affects not just your clients' confidence in you, but your confidence in yourself.SHOW NOTEShttps://bradleyjohnson.com/168FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW 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. 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.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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    10 mins
  • 167: Adam Holt & Derek Notman - What Happens When Richard Branson Challenges You... And You Accept

    167: Adam Holt & Derek Notman - What Happens When Richard Branson Challenges You... And You Accept
    May 6 2026
    I’ve seen this pattern play out too many times… an advisor builds a successful business, hits their numbers, grows the firm, and somewhere along the way, things at home start to drift. Not because they don’t care, but because no one ever showed them how to win in both places at the same time.That’s what this conversation is really about. Derek Notman and Adam Holt set out to explore that exact challenge through a project called REBL Dads—a movement built around helping fathers become more intentional at home without sacrificing their ambition in business. What started as an idea turned into a mastermind on Necker Island with a group of entrepreneurial dads, and ultimately a challenge from Richard Branson: “How are you going to help more dads with this?”That question led to over 100 interviews with fathers (many from financial services) unpacking what it actually looks like to succeed in both business and life. In this episode, we break down what they learned, the patterns that showed up across those conversations, and how you can start applying those lessons right now so success at work doesn’t come at the expense of everything else that matters.3 of the biggest insights from Adam Holt & Derek Notman…#1.) Success at Work Doesn’t Guarantee Success at HomeA lot of advisors are winning professionally but quietly losing where it matters most. This episode exposes the real cost of that tradeoff—and why ignoring it only makes it worse over time.#2.) Intentional Presence Is the Skill Most Advisors Never LearnBeing “around” your family isn’t the same as being present. The most consistent theme across 100+ interviews was how intentionality—not time—drives real connection.#3.) You Don’t Need More Time, You Need Better SystemsFrom calendar discipline to environment design, the dads who got this right didn’t rely on willpower. They built systems that made showing up at home automatic. REBL Dads Book:Early access to the REBL Dads book -> https://www.rebldads.com/bookSHOW NOTEShttps://bradleyjohnson.com/167FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW 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. 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.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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    59 mins
  • 166: Jimmy Rollins - The Four Steps to Real Accountability (Most Skip All of Them)

    166: Jimmy Rollins - The Four Steps to Real Accountability (Most Skip All of Them)
    Apr 29 2026
    I’ve been coaching financial advisors for more than 20 years, and there’s one pattern I’ve seen far too often in our industry…The advisor who builds a successful business, wins the awards, looks like they’re crushing it from the outside, but behind the scenes, things at home start falling apart.At the core of it, there’s a gap between who you appear to be… and who you actually are.That’s exactly what my conversation with Jimmy Rollins is all about. Jimmy is a nationally recognized preacher and marriage coach who’s spent decades working with leaders on culture and leadership. He’s also lived through this himself when success at work started costing him his marriage.We talk about why so many high performers feel stuck, the difference between transparency, vulnerability, and real accountability, and what starts to happen when you avoid the internal work as a leader.Jimmy also breaks down the four steps to real freedom, why you’ll always be as sick as your secrets, and how the things you ignore internally eventually show up in your team, your relationships, and your life outside of work.5 of the biggest insights from Jimmy Rollins…#1.) Why Some Teams Never ThriveA lot of advisors think their team isn’t performing because of talent or systems. Jimmy flips that. When people on your team are struggling emotionally or personally, it shows up in how they work. The best firms don’t just build better teams, they develop healthier people.#2.) Freedom Comes From Having Nothing To HideMost high performers are chasing success, but still feel stuck or under pressure. Jimmy breaks down the four steps (transparency, vulnerability, accountability, and intimacy) and why real freedom as a leader comes when you stop managing perception and start living with nothing to hide.#3.) When Success At Work Was Costing Him His MarriageJimmy opens up about the breaking point in his marriage and the realization that his success in one area of life was creating damage in another, and what it took to turn things around.#4.) The Work Most Leaders Avoid Is The Work That Matters MostTop-performing advisors are great at building businesses—but many avoid the internal work required to lead well. Jimmy explains why self-awareness, emotional health, and confronting your blind spots are what actually determine how far your business (and life) can scale.#5.) How Advisors Can Open The Door To More DiversityJimmy breaks down why most firms stay the same—and how comfort, preference, and familiarity shape who you hire and connect with. Real diversity starts when leaders intentionally step outside those patterns.SHOW NOTEShttps://bradleyjohnson.com/166FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW 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. 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.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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    54 mins