"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/
In our industry, it’s all too common to treat revenue numbers as the ultimate scoreboard. But if that’s your only game plan, not only will your progression hit a ceiling, but burnout is inevitable.
Today, I’m sitting down with Shawn Sparks of Triad Partners, to talk about what it means to truly succeed as a financial advisor.
Think about it this way… If your numbers are on the rise, but your family is eating dinner without you most nights, is that really how you’d define success?
In this episode, Shawn shares a much better approach to building a business; one that gives financial advisors unlimited growth, freedom, and joy. Or as we define it, a “Do Business. Do Life.” approach.
You’ll hear how we’re uniquely positioning ourselves at Triad to serve advisors at the highest level, why freedom doesn’t have to come at the cost of growth, and what it takes to scale without becoming a victim of your own success.
3 of the biggest insights from Shawn …
- #1 Learn the sustainable approach to scaling your business as a financial advisor, and why focusing on productivity alone is one of the biggest mistakes you can make.
- #2 The 5 pillars to scale [Vision, Marketing, Sales, Operations, Culture] and why there’s no limit to what you can accomplish when they all work together.
- #3 Realizing there are actually 3 different “types” of advisors required to create an unbeatable client experience, attract more referrals, and eliminate the limiting belief that you have to carry all of the weight of running a business on your own.
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SHOW NOTES
To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/1
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DISCLOSURE
These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Triad Member case studies may not be representative of all Triad advisor experiences, individual results will vary.
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