Do Business. Do Life. — The Financial Advisor Podcast — DBDL

brad.johnson@triadpartners.com

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174: The #1 Habit I'd Steal from The Top 1% of Financial Advisors (Missing Visuals - EP 3 of 3)

June 24, 2026

Your prospect's eyes glaze over about ten minutes into the meeting. You can feel it—they're sitting right there, but they've checked out. And here's the uncomfortable part: it's usually not because your advice is bad.Most advisors lose the room for a reason they never see coming, and they keep doing the exact thing that causes it in every single appointment.In Part 3 of the Missing Visuals series, I break down the one skill I've watched separate the top 1% from everyone else, and why the way ...

173: Michael Hyatt - The 6 Levels of AI Every Advisor Needs to Know

June 17, 2026

Right now there's a wave building in our industry, and most advisors are standing on the beach pretending it isn't there.AI isn't coming. It's here. And the gap between the advisors who lean into it and the ones who keep waiting is about to get a lot wider.In this episode, I sit down with Michael Hyatt — New York Times bestselling author, longtime entrepreneur, and someone who's quietly built an entire team of AI agents running inside his own business.We get into the tension every financial a...

172: Solo - The #1 Way to Show Clients Their Future in 30 Seconds (Missing Visuals - EP 2 of 3)

June 10, 2026

A prospect can sit through an entire meeting, nod along, ask good questions, and still leave without fully understanding why they need you.That’s the problem.Many advisors explain their value clearly, but they don’t make it easy for prospects to see the difference between where they are today and where they could be with the right plan in place.In Part 2 of this three-part series, I break down one of the simplest ways to make your planning process feel more tangible, more understandable, and ...