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

brad.johnson@triadpartners.com

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176: Tricia Sciortino - How To Hire An Assistant Who Actually Buys Back Your Time

July 08, 2026

SPONSORED BY BELAYIf you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: htt...

175: Jason Barsema - The Protective Investing Strategy Wealthy Clients Want

July 01, 2026

SPONSORED BY BELAYIf you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: htt...

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 ...