Do Business. Do Life. — The Financial Advisor Podcast — DBDL
By Brad Johnson
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Episodes: 180
Description
"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/
| Episode | Date |
|---|---|
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185: Claude Silver – The One Sentence Gary Vaynerchuk Used to Build a 2,200-Person Company
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Sep 09, 2026 |
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184: Mark Hedderman – The Retirement Trap Nobody Warns You About
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Sep 02, 2026 |
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183: Ben Nemtin - Most Retirees' Regrets Have Nothing to Do With Money
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Aug 26, 2026 |
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182 - SHP Financial - Inside a $2B AUM Exit - What Buyers Actually Pay For
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Aug 19, 2026 |
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181: Ariana Luterman – The Mindset That Took Her From Bedridden to World Record Holder
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Aug 12, 2026 |
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180: The Hidden Cost of Building a Successful Advisory Firm (Brad Johnson on Beyond the Trees)
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Aug 05, 2026 |
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179: Jacob Shapiro – The 4 Forces Behind the Biggest Wealth Shift in 40 Years
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Jul 29, 2026 |
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178: Quin Kilgore – AI Is Changing the Advisor Tech Stack Forever
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Jul 22, 2026 |
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177: DJ DiDonna – How to Take a Sabbatical without Breaking Your Business
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Jul 15, 2026 |
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176: Tricia Sciortino - How To Hire An Assistant Who Actually Buys Back Your Time
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Jul 08, 2026 |
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175: Jason Barsema - The Protective Investing Strategy Wealthy Clients Want
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Jul 01, 2026 |
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174: The #1 Habit I'd Steal from The Top 1% of Financial Advisors (Missing Visuals - EP 3 of 3)
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Jun 24, 2026 |
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173: Michael Hyatt - The 6 Levels of AI Every Advisor Needs to Know
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Jun 17, 2026 |
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172: Solo - The #1 Way to Show Clients Their Future in 30 Seconds (Missing Visuals - EP 2 of 3)
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Jun 10, 2026 |
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171: Solo - The #1 Visual Missing from Most Financial Advisor Appointments (Missing Visuals - EP 1 of 3)
|
Jun 03, 2026 |
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170: Stu McLaren - The Psychology Behind Clients Who Stay for Life
|
May 27, 2026 |
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169: Solo - How One Financial Advisor Made His Time Worth $40,000/Hour with Brad Johnson
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May 20, 2026 |
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168: Solo - How I'd Spend My First $100,000 as a Financial Advisor with Brad Johnson
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May 13, 2026 |
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167: Adam Holt & Derek Notman - What Happens When Richard Branson Challenges You... And You Accept
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May 06, 2026 |
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166: Jimmy Rollins - The Four Steps to Real Accountability (Most Skip All of Them)
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Apr 29, 2026 |
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165: Solo - The 3 Word Framework for Every 1st Appointment (Financial Advisor Training) with Brad Johnson
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Apr 22, 2026 |
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164: Jon Acuff - The Most Expensive Fear in Financial Advising
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Apr 15, 2026 |
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163: Sabrina Brown & Grace Suchy - Why Most Financial Advisor Firms Can’t Escape the Chaos
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Apr 08, 2026 |
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162: Jefferson Fisher - One Word That’s Destroying Client Trust
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Apr 01, 2026 |
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161: Phil Bray - Why Most Financial Advisor Marketing Fails (and What To Do Instead)
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Mar 25, 2026 |
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160: Solo - The #1 Reason So Many Advisors Stay Stuck with Brad Johnson
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Mar 18, 2026 |
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159: Tom Healy - Why Your Advisory Firm Isn’t Attracting A-Players
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Mar 11, 2026 |
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158: Max Major (Mentalist) – The Closest Thing To Reading Your Client’s Mind
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Mar 04, 2026 |
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157: Kenzie Olejnik - The Culture Strategy Behind High-Growth Advisory Firms
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Feb 25, 2026 |
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156: Solo - Why Your Advisory Firm Can’t Scale (And the Role That Fixes It)
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Feb 18, 2026 |
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155: Solo - How I'd Approach Marketing as a Financial Advisor (If I Could Start Over)
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Feb 11, 2026 |
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154: Duncan MacPherson - How to Build a Referable Business Without Chasing Clients
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Feb 04, 2026 |
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153: Daniel Harkavy - How Advisors Accidentally Build Businesses They Hate
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Jan 28, 2026 |
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151: Shasta Nelson - The Science Every Advisor Needs to Know About Human Connection
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Jan 14, 2026 |
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150: Solo - 3 Lessons Every Advisor Can Learn From Their Doctor with Brad Johnson
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Jan 07, 2026 |
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149: Carey Lohrenz - Navy’s First Female Top Gun on Performing Under Pressure
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Dec 31, 2025 |
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148: Triad Member: Fired for Putting Clients First and How He Rebuilt a Family Practice Gathering $65M of New Assets with Keith Leverentz
|
Dec 24, 2025 |
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147: Solo - Top 5 Most Replayed Moments in 2025 (According to the Stats) with Brad Johnson
|
Dec 17, 2025 |
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146: Glenn Street - What Creating a Pro Sports Mascot Taught Me About Differentiating Your Advisory Practice
|
Dec 10, 2025 |
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145: Lindsey Lewis - Why Women Will Drive the Next Era of Advisor Growth (According to the Data)
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Dec 03, 2025 |
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144: Triad Member: The Playbook That Took Reliance Financial Partners from $35M to $100M Per Year with Dana Dunkelberger
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Nov 26, 2025 |
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143: Solo - Your Office Space Could Be Costing You Million-Dollar Clients with Brad Johnson
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Nov 19, 2025 |
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142: Jason Early - The AI Tool Advisors Are Using to Win Business-Owner Clients
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Nov 12, 2025 |
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141: Eden Ovadia - The AI Platform Helping Financial Advisors Find and Convert Ideal Clients Faster
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Nov 05, 2025 |
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140: Triad Member - How RPC Unlocked 264% Growth in 3 Years with Gary Hansen, Jaris Hansen and Josh Cumrine
|
Oct 29, 2025 |
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139: Daniel Crosby - The Psychology Behind High-Growth Financial Advisors (Live from Future Proof)
|
Oct 22, 2025 |
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138: Robert Glazer - Uncover Your Core Values and Build a Business You Never Want to Retire From
|
Oct 15, 2025 |
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137: Jason Khalipa & Daniel Crosby - Why My Family Asks Me to Travel More for Work (LIVE from Triad's DBDL Retreat)
|
Oct 08, 2025 |
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136: Triad Member - The Mindset Shift That Unlocks Scale with Matt Rowley & Daveda Phillips
|
Oct 01, 2025 |
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135: Garrett Gunderson - Comedy, Rockefellers, and Tax Secrets Used by the Ultra-Wealthy
|
Sep 24, 2025 |
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134: Marisa Messana - How Advisors Can Build Trust & Win Clients on the Golf Course
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Sep 17, 2025 |
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133: Tim Grover - Mental Mastery: Lessons from Training Michael Jordan & Kobe Bryant
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Sep 10, 2025 |
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132: Triad Member - The Overlooked Hiring Secret That 4X’d This Advisor’s Firm with Devin Choules
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Sep 03, 2025 |
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131: Nick Whitaker - The Advisor Seminar System That Books Appointments on Repeat
|
Aug 27, 2025 |
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130: Solo - The #1 Reason Financial Advisors Burn Out (And How to Fix It) with Brad Johnson
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Aug 20, 2025 |
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129: Marcus Sheridan - The Fastest Way to Build Trust & Turn Prospects into Clients
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Aug 13, 2025 |
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128: Triad Member - From Football to Finance: Serving Retirees by Protecting their Blind Sides with Terence Brown
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Aug 06, 2025 |
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127: Keith Ferrazzi - Never Lead Alone: What Top Advisors Do to Build High-Performing Teams
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Jul 30, 2025 |
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126: Solo - The 3 Most Common Hiring Mistakes Financial Advisors Make (And How to Fix Them) with Brad Johnson
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Jul 22, 2025 |
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125: Christa Hardin - Why Most Entrepreneur Couples Struggle (And How We Rebuilt) with Brad & Sarah Johnson
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Jul 16, 2025 |
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123: Ronen Olshansky - The Death of Networking (And The Rise of Real Relationships)
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Jul 02, 2025 |
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122: Solo - How a Single Word Can Impact Your Company Culture (And What to Do About It) with Brad Johnson
|
Jun 25, 2025 |
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121: Derek Coburn - The Rise of Un-Retirement and What It Means for Advisors
|
Jun 18, 2025 |
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120: Triad Member – How to Help Clients Actually Live Their Retirement with Dylan Bond
|
Jun 11, 2025 |
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119: Brendan Frazier - Why Most Advisors Fail to Connect with Clients
|
Jun 04, 2025 |
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118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days)
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May 28, 2025 |
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117: Alex Judd - Your Personality Is NOT a Business Plan
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May 21, 2025 |
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116: Triad Member - $380M Gathered in 2024 – Inside SHP Financial’s Growth Strategy with Keith Ellis Jr. & Michelle Short
|
May 14, 2025 |
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115: Solo - This Stoic Lesson Made Me a Better Leader with Brad Johnson
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May 07, 2025 |
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114: Steven Latow - A Proven Way to ACTUALLY Integrate AI into Your Financial Practice
|
Apr 30, 2025 |
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113: Andrew Woodward - How Buying a Pro Sports Team Actually Works
|
Apr 23, 2025 |
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112: Triad Member - From Solo Advisor to CEO with Nico Pesci
|
Apr 16, 2025 |
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111: Solo - 5 Hard Truths from 20 Years in Finance with Brad Johnson
|
Apr 09, 2025 |
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110: Dane Espegard - Why Employees Leave (And the System That Fixes It)
|
Apr 02, 2025 |
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109: Rich Robledo - Building a Community That Opens Doors & Unlocks Growth
|
Mar 26, 2025 |
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108: Triad Member - The Uncommon Advisor Training Model that Captured $67M with Michael & Laura Lehrhaupt
|
Mar 19, 2025 |
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107: Christa Hardin - Enneagram & Entrepreneurship: Transform Your Business & Marriage
|
Mar 12, 2025 |
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106: Solo - 3 Compensation Mistakes Financial Advisors Make When Scaling with Brad Johnson
|
Mar 05, 2025 |
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105: Shannon Rosic - The Evolution of Fintech & AI for Financial Advisors
|
Feb 26, 2025 |
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104: Triad Member - Gathering $49M of New Assets in a 4-Day Work Week with Brent & Kim Wells
|
Feb 19, 2025 |
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103: Jon Acuff - How to Set and Hit Bigger Goals (The High-Performer’s Mindset)
|
Feb 12, 2025 |
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102: Jim Kwik - Helping CEOs Think Faster & Remember More
|
Feb 05, 2025 |
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101: Michael Hyatt, Megan Hyatt-Miller, & Brad Johnson - Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Double Win Podcast)
|
Jan 29, 2025 |
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100: Triad Member - Meet The Financial Advisor Who Scaled to $460M/Year by Thinking Bigger Than Himself with Anthony Pellegrino
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Jan 22, 2025 |
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099: Patric Yumul - Business Growth Secrets from a Michelin-Star Restaurateur
|
Jan 15, 2025 |
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098: Dr. Henry Cloud - Today May Be the Enemy of Your Tomorrow
|
Jan 08, 2025 |
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097: Solo - The First Thing I’d Do as a Financial Advisor (If I Could Start Over)
|
Jan 01, 2025 |
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096: Triad Member - Scaling from $30M to $60M (Working 20hrs/Week) with Craig Sullivan & Bonnie Becker
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Dec 25, 2024 |
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095: Ken Coleman - Unlock Your Full Potential by Doing the Work You Were Wired to Do
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Dec 18, 2024 |
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094: Dennis Moseley-Williams - The Secret to Building Lifelong Client Relationships
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Dec 11, 2024 |
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093: Solo - Why Most Financial Advisors Are a Commodity (And What To Do About It)
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Dec 04, 2024 |
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092: Triad Member - From Stuck to Significance: How to 3x Growth Without Burning Out with Dana & Tyler Dunkelberger
|
Nov 27, 2024 |
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091: Ian Cron - The Fix: How Hidden Addictions Keep Financial Advisors Stuck
|
Nov 20, 2024 |
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090: Shawn Sparks & Brad Johnson - The 5 Principles to Scale Your Business and Build a Life of Impact (Live from FutureProof)
|
Nov 13, 2024 |
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089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson
|
Nov 06, 2024 |
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087: Tim White and Sara Baker - How Wealth.com Is Transforming Estate Planning
|
Oct 23, 2024 |
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086: Amanda Brinkman - How Financial Advisors Can Build a Purpose-Driven Brand that Attracts Clients
|
Oct 16, 2024 |
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085: Solo - Honoring John Ruhlin: The Greatest Relationship Builder of Our Time
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Oct 09, 2024 |
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084: Triad Member - The Story Behind 20% Growth in Less Than 7 Months with John McNeil and Virginia O’Brien
|
Oct 02, 2024 |
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083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor
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Sep 25, 2024 |
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082: Demi-Leigh Tebow - Beyond Miss Universe: Overcoming Adversity and Finding True Identity
|
Sep 18, 2024 |
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081: Solo - How Financial Advisors can Optimize their Calendar to Maximize Revenue and Freedom with Brad Johnson
|
Sep 11, 2024 |
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080: Triad Member – Financial Advisor Team 10X Growth by Helping Clients Retire Fearlessly with The Nebens
|
Sep 04, 2024 |
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079: Bentley Caldwell - How to Dress for Success as a Financial Advisor
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Aug 28, 2024 |
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078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant
|
Aug 21, 2024 |
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077: Brad Johnson & Justin Donald - Growing Your Business WITHOUT Sacrificing Your Life (Live on Front Row Dads Podcast)
|
Aug 14, 2024 |
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076: Triad Member - The Secret Behind 400% Growth in One Year with James and Kris Rea
|
Aug 07, 2024 |
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075: Chris & Melissa Smith - Family Brand: The Secret to Becoming a Stronger Parent, Spouse, and Family
|
Jul 31, 2024 |
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073: Solo - Why Every Entrepreneur Should Be In Therapy with Brad Johnson
|
Jul 17, 2024 |
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072: Triad Member – Referral Secrets for Gathering $60M of New Assets Annually with Andy Heese
|
Jul 10, 2024 |
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071: Ken Crenshaw - Unlocking Elite Performance & Building a Winning Culture
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Jul 03, 2024 |
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070: DJ Eric Rhodes - Turning Your Passion into Your Career & Going Viral
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Jun 26, 2024 |
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069: Brad Johnson & Dave Zoller - Creating Unlimited Growth and Freedom in Your Business AND Life - Streamline Replay
|
Jun 19, 2024 |
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068: Triad Member - Overcoming Loss and Serving $10M+ Clients with Tim & Julie Sullivan
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Jun 12, 2024 |
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067: Ross Marino - The Power of Human-First Financial Guidance
|
Jun 05, 2024 |
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066: Brooke Martin - Why an Executive Assistant is the #1 Overlooked Role in Finance
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May 29, 2024 |
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065: Tom Ruggie - From Solo Advisor to Family Office & Marketing to the Sports Card Niche
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May 22, 2024 |
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064: Triad Member - Unlocking Rapid Growth by Empowering Your Team & The Power of Selfless Leadership with Jordan Flowers
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May 15, 2024 |
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063: Kristi Herold - It Pays to PLAY & Building a Winning Workplace Culture
|
May 08, 2024 |
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062: James Conole - How a Financial Advisor Used YouTube to Generate $400M+ of AUM
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May 01, 2024 |
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061: Jeffrey Shaw - Attracting Ultra-Wealthy Clientele and Becoming a Photographer to the Stars
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Apr 24, 2024 |
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060: Triad Member – Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI with Mike & Jess Panico
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Apr 17, 2024 |
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059: Scott Hanson - The Secret to NFL RedZone’s Success & Prepping for 7 Hours of Commercial Free Football
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Apr 10, 2024 |
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058: Brittany Hodak - How to Tell Your Story & Turn Clients into Superfans
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Apr 03, 2024 |
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057: Arthur Brooks - The Science of Happiness and Helping Retirees Find Passion & Purpose
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Mar 27, 2024 |
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056: Triad Member - Overcoming Addiction & Learning to Let Go of Control with Russ Ross
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Mar 20, 2024 |
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055: Shawn Sparks - The Advisor Transformation & How Financial Advisors Can Build a Legacy That Outlives Them
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Mar 13, 2024 |
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054: Robert Sofia - Taking Online Relationships to Real World Clients
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Mar 06, 2024 |
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053: Hal Elrod - The Miracle Morning & Evening, and Overcoming Adversity
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Feb 28, 2024 |
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052: Triad Member - The Power of Community, Creating a Culture of Trust, and Building a Life of Significance with Tyler Wrezinski and Andrew Hall
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Feb 21, 2024 |
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051: Justin Donald - Becoming a Lifestyle Investor, Hiring A+ Talent, and Building a Life by Design
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Feb 14, 2024 |
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050: Daniel Crosby - The Soul of Wealth, Money vs Happiness, & How to Write a Book
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Feb 07, 2024 |
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049: Wally Elibiary - Unlocking Client Referrals from Attorneys, CPAs, & other COIs and The 24-7 Mindset
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Jan 31, 2024 |
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048: Triad Member – Mastering Educational Events vs Dinner Seminars & the Impact of Building a Firm vs an Agency Model with Stephen Stricklin
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Jan 24, 2024 |
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047: Top Moments of 2023 - Top Guest Stories, Moments, and Ideas
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Jan 17, 2024 |
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046: Ann Hiatt - Jeff Bezos' Secrets to Success, the DNA of Unicorn Leaders, and How to Bet on Yourself
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Jan 10, 2024 |
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045: Triad Member Spotlights - Top Moments of 2023
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Jan 03, 2024 |
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044: Triad Member – Cracking the Code on Attorney Referrals & Casting a Vision that Inspires Your Team with Victor Medina
|
Dec 27, 2023 |
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043: Jamie Hopkins - Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital World
|
Dec 20, 2023 |
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042: Matt Middleton - The Story Behind Future Proof & Transforming Your Live Events into Experiences
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Dec 13, 2023 |
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041: Taylor Schulte - Podcasting Playbook for Financial Advisors & Building a Business You Love by Managing Client Expectations
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Dec 06, 2023 |
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040: Triad Member - Leading by Reading, Owning the Pharma Niche, & Strengthening Your Team with Wayne Wagner
|
Nov 29, 2023 |
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039: Michael Hyatt - Dinner Dates With Your Kids, Winning At Work & Succeeding At Life with the Double Win (Live on Front Row Dads Podcast)
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Nov 22, 2023 |
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038: Jordan Rigi - Building a Business for Unlimited Growth, Freedom & Joy
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Nov 15, 2023 |
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037: Adam Holt - Using Asset Map to Simplify Complexity & Create Meaningful Client Conversations
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Nov 08, 2023 |
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036: Triad Member – Streamlining Ops, Protecting Your Culture, and Scaling to $1B AUM with Michelle Short
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Nov 01, 2023 |
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035: Matt Beaudreau - Reshaping Financial Education & Preparing Kids to Succeed at Life
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Oct 25, 2023 |
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034: Sten Morgan - Leading with Advice, Bridging the Trust Gap, and Generating Referrals
|
Oct 18, 2023 |
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033: Jason Khalipa - Elevating Your Mindset
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Oct 11, 2023 |
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031: Kristin Shea - How Financial Advisors Can Build a Brand That’s Authentic to You
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Sep 27, 2023 |
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030: John Israel - How Handwriting 1,825 Thank You Cards in a Year Changed Me
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Sep 20, 2023 |
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029: Leore Avidar - Investing in Sports Cards, Scaling Businesses, and Hiring Top Talent
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Sep 13, 2023 |
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028: Triad Member - How Empowering a Team Unlocks Exponential Growth with David & Kristy Afraimi
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Sep 06, 2023 |
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027: Joey Coleman - Never Lose an Employee Again
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Aug 30, 2023 |
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026: Brian Portnoy - The Psychology of Money, Rich vs. Wealthy, and AI’s Role in Finance
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Aug 23, 2023 |
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025: Chandler Bolt - How to Write a Book That Grows Your Income, Impact, and Business
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Aug 16, 2023 |
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024: Triad Member - Shifting to a Leadership Mindset and on Pace to Reach $80M+ of New Assets in 2023 with Jeremy Reiland, Nick Reiland and Tim Kuntz
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Aug 09, 2023 |
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023: Rener Gracie - Harnessing the 32 Principles of Jiu-Jitsu to Succeed in Business, Relationships, and Life
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Aug 02, 2023 |
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022: Anthony Zhang - Pitching Mark Cuban, Overcoming Adversity, and Investing in Fine Wine
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Jul 26, 2023 |
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021: Dave Zoller - Leveraging YouTube to Grow Your Advisory Business
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Jul 19, 2023 |
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019: Jason Wenk - Traits of a Great Fiduciary, Flywheel Momentum, & Designing a Business Around Your Life
|
Jul 05, 2023 |
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018: John Ruhlin - The Art & Science of Radical Generosity and Relationship Building
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Jun 28, 2023 |
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017: Amy Porterfield - How Financial Advisors Can Build Digital Courses
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Jun 21, 2023 |
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016: Triad Member - How Building a Business that's Bigger than Him Unlocked $250M+ of Growth Annually with Anthony Pellegrino
|
Jun 14, 2023 |
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015: Corey Westphal - Helping Advisors Master Productivity, Simplify Meetings, & Optimize Data
|
Jun 07, 2023 |
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014: Jamie & Jim Sheils - The Family Board Meeting Framework, Tech-Fasting, & Unforgettable Date Nights
|
May 31, 2023 |
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013: Ian Cron - Using the Enneagram to Lead with Compassion, Strengthen Your Team, & Scale Your Business
|
May 24, 2023 |
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012: Triad Member - Doubling Business by Letting Go, Empowering Your Team, and MASTERING Seminars with Tom Jacobs
|
May 17, 2023 |
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011: Kyle Van Pelt - Leveraging Tech to Deliver Unforgettable Client Experiences
|
May 10, 2023 |
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010: Robert Glazer - Elevate Your Team, Avoid Burnout, and Drive Sustainable Growth
|
May 03, 2023 |
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009: Bob Burg - Master Your Emotions, Effective Communication, and Stepping Into Your Clients Shoes
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Apr 26, 2023 |
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008: Triad Member - Referral Strategy, Lead Generation, Writing Books, & Systematizing Your Business with Dan DeVerna
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Apr 19, 2023 |
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007: Michael Kitces - Advisor Marketing, Niches, One Page Plans, Building a Team, and Being a CEO
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Apr 12, 2023 |
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006: Simon Bowen - Using Visual Models to Simplify the Complexity of Finance
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Apr 05, 2023 |
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005: Chris Smith - Leadership, Language, and the Path to Preeminence
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Mar 29, 2023 |
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004: Triad Member - Generating $250M of New Assets in a Single Year with Matthew Peck, Derek Gregoire, and Keith Ellis
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Mar 22, 2023 |
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003: Michael Hyatt - Mind Your Mindset
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Mar 15, 2023 |
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002: Shawn Sparks - The 5 Pillars to Scaling Your Advisory Business
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Mar 15, 2023 |
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001: Why I Quit My Job... The Story Behind "Do Business. Do Life." with Brad Johnson
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Mar 14, 2023 |
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The "Do Business, Do Life" Podcast
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Mar 13, 2023 |