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

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brad.johnson@triadpartners.com

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189: Solo – 3 Lessons From 20 Years in Finance (in 12 Minutes)

October 07, 2026

The bigger your firm gets, the easier it is to lose sight of what made it work in the first place.I’ve spent 20 years in finance watching firms chase better marketing, sales processes, and growth strategies while overlooking some of the things that quietly determine whether a business gets stronger or loses its identity as it grows.In this solo episode, I share three lessons that helped us grow Triad from an idea in 2020 to serving 100 firms nationwide—and a simple test for whether you’re bui...

188: Shannon McGinnis & Quin Kilgore – Is Your Firm Ready for Claude for Financial Advisors?

September 30, 2026

Four days after Anthropic released Claude for Financial Advisors, it was the main topic on our AI mastermind call. I get why. Asking one tool to pull your appointments, your Schwab balances, and your Orion data, and having it all ready before your first meeting, is hard to ignore.But there's a gap between a tool being available and a tool being ready to use in your firm.Most advisors are thinking about what this can do. Far fewer are thinking about where client data goes once it starts moving...

187: Nico Pesci – How Did One Advisor Close a $17M Prospect?

September 23, 2026

Nico Pesci’s firm went from bringing in roughly $150k–$250k in new assets per client to between $1M-$2M.But the interesting part isn’t some new marketing funnel, sales script, or lead source.It’s what changed in the way Nico thinks about the client relationship itself.In this conversation, Nico and I explore why advisors can unknowingly limit themselves before a prospect meeting even begins, what changes when a $17 million opportunity walks through the door, and why high-net-worth clients may...