"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 a saturated industry, relying on the same old lead generation tactics can make it difficult to stand out.
But when earning referrals and bringing in new assets are your lifeblood, blending in isn’t an option. So how can you set yourself apart?
Today, I’m talking with Triad member Dan DeVerna, the founder of DeVerna & Co Financial, to talk about the referral and new business success he’s found through a unique approach — writing books.
Instead of spending money on fancy business cards, Dan started writing books to wrangle new business, leading to an influx of $36M in new assets and the onboarding of 130 new households in 2022.
Today, you’ll hear exactly how Dan does it—and why you don’t actually need to be a writer to author a book!
You’ll also gain insights into using checklists to scale your practice, how to personalize your follow-up process to close new clients, and how meditation can lead to more engaging client interactions.
3 of the biggest insights from Dan DeVerna …
#1 How creating systematized processes can lead to greater consistency, scalability and success for both your practice and your clients.
#2 The supercharged lead generation and referral strategy that helped Dan bring in $36 million of organic new assets in 2022.
#3 Finding enjoyable life outlets that can also benefit your professional practice and client relationships.
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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/8
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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. 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.
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