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Do Business. Do Life. — The Financial Advisor Podcast — DBDL
Brad Johnson
142 episodes
1 day 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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134: Marisa Messana - How Advisors Can Build Trust & Win Clients on the Golf Course
Do Business. Do Life. — The Financial Advisor Podcast — DBDL
57 minutes 45 seconds
1 month ago
134: Marisa Messana - How Advisors Can Build Trust & Win Clients on the Golf Course
If you’re an advisor who loves golf, here’s the truth: the game teaches more about winning clients and building lasting trust than most people ever realize. That’s exactly what I dive into with today’s guest, Marisa Messana. She went from leading Clemson’s women’s golf team to the national championship, to competing as a professional golfer, to now coaching Fortune 100 companies, investment firms, and business owners. Through her work, Marisa helps in two ways: First, through her High Performance Training, where she equips people to perform like “corporate athletes.” This is the work that helps advisors shift from solopreneur to CEO, lead with more clarity, and create the space they need to actually grow. Second, with her Golf Experiences, she shows how to turn a round of golf into a trust-building, referral-generating opportunity. She blends fun on the course with growth-focused conversations off the course, creating the kind of experiences clients never forget. In this episode, Marisa shares how golf becomes more than a pastime, it’s one of the best ways for advisors to build trust, win clients, and grow their business. 4 of the biggest insights from Marisa Messana… 1.) Winning On Paper, Falling Apart Inside At Clemson, Marisa hit the pinnacle of success—leading her team to nationals and winning the Elite 90 Award. But behind the accolades, she was overwhelmed, burned out, and holding back tears. Her story exposes the danger of chasing external success without the systems and self-awareness to sustain it. 2.) Self-Awareness Is What Separates Amateurs From Pros In golf, pros track every stat after a round to find patterns and improve. Marisa realized she wasn’t doing the same for her life. That’s when she built her “mental gym,” a process of auditing habits, energy, and emotions. By tracking patterns and adjusting, she turned awareness into action—and that’s what creates real, repeatable growth. 3.) New Game, New Rules: Solopreneur to CEO Most advisors start as solopreneurs, where success depends on sheer hustle. But scaling a firm requires a different identity: leader, coach, CEO. Marisa shares how this shift mirrors her journey from athlete to business builder—and why so many advisors get stuck when they keep playing the old game by the old rules. 4.) How to Host Golf Events That Drive Referrals Golf is more than just a pastime for advisors—it’s a powerful business tool. Marisa breaks down how to design unforgettable golf experiences that combine fun on the course with meaningful, growth-oriented discussions. By pairing the “golf component” (18 holes, a clinic, or even a simple range session) with a “growth component” (roundtable conversations, workshops, or keynotes), advisors can break down barriers, connect as equals, and build deep trust with prospects & clients. SHOW NOTES https://bradleyjohnson.com/134 FREE GIFT + JOIN THE DBDL INSIDER CREW Marisa is offering a FREE 1:1 coaching call to the first 3 listeners who reach out with a specific business challenge they want to solve. Text “134” to 785-800-3235 and we’ll share the details with the qualifiers. 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. FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedIn 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. TP09254797076 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/