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Do Business. Do Life. — The Financial Advisor Podcast — DBDL
Brad Johnson
142 episodes
2 days 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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126: Solo - The 3 Most Common Hiring Mistakes Financial Advisors Make (And How to Fix Them) with Brad Johnson
Do Business. Do Life. — The Financial Advisor Podcast — DBDL
22 minutes 33 seconds
3 months ago
126: Solo - The 3 Most Common Hiring Mistakes Financial Advisors Make (And How to Fix Them) with Brad Johnson
Why do most financial advisors keep hiring the wrong people, despite their best efforts? After 20 years in this industry, I can tell you it’s one of the biggest challenges advisors face: finding and keeping the right talent. And if you’ve ever felt like you're stuck with the wrong team, constantly putting out fires, or doing everything yourself… you're not alone. In this episode, I’m breaking down the 3 biggest hiring mistakes that prevent advisors from building a team that scales with them—and how to fix each one. You’ll get a behind-the-scenes look at the exact systems we use at Triad to attract top talent, avoid burnout, and buy back your time. 3 of the biggest insights from Brad Johnson… 1.) Mistake #1 – No Roadmap, No Vision Most advisors try to scale without an org chart, a long-term vision, or a clear team structure. Brad explains why that creates chaos—and how future-casting your growth forces better hiring decisions today. 2.) Mistake #2 – You’re Using Names, Not Roles If you’re still asking “What should Joe do?” instead of “What role do we need filled?”—you’re already behind. This mindset leads to burnout, bottlenecks, and a team full of generalists. Brad breaks down how to flip this, so you’re not stuck putting out fires every day.  3.) Mistake #3 – No Clear or Repeatable Hiring Process Brad shares Triad’s exact step-by-step hiring process—from screening for culture and skillset to a final gut-check interview with trusted team members. You’ll also learn why founders should be the last person in the interview room, not the first. SHOW NOTES https://bradleyjohnson.com/126 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. 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. TP07254657171 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/