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

Brad Johnson
Financial Advisors
Financial Advisory
Work-Life Balance
Leadership
Financial Planning
Entrepreneurship
Team Building
Business Growth
Financial Advising
Client Relationships
Retirement Planning
Financial Services
Marketing
Work-Life Integration
Company Culture
Coaching
Addiction
Client Engagement
Personal Development
Behavioral Finance

"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 w... more

PublishesWeeklyEpisodes167Founded3 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Do Business. Do Life.

Latest Episodes

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 ... more

A conversation lives for an hour. A financial plan lives for generations.

Most advisors provide a prospect nothing but a follow-up email and a calendar link following their first meeting, then wonder why so many disappear before the second meeting h... more

I sat down with Stu McLaren to unpack something I think a lot of financial advisors are missing right now…

Your value isn’t just in the financial plan. It’s in the relationships, community, and sense of belonging you create around your clients.

St... more

What if I told you there’s a simple concept that could unlock exponential growth in your business, without adding more hours to your workweek?

I’ve used this framework hundreds of times in coaching conversations, and it’s created more breakthroughs ... more

Key Facts

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Recent Guests

Stu McLaren
Pioneer in building online membership platforms; author and speaker
McLaren Marketing / Membership platforms
Episode: 170: Stu McLaren - The Psychology Behind Clients Who Stay for Life
Jimmy Rollins
Speaker, preacher, and communicator
Triad/associated with Triad Wealth Partners and extensive speaking engagements
Episode: 166: Jimmy Rollins - The Four Steps to Real Accountability (Most Skip All of Them)
Jon Acuff
New York Times bestselling author, keynote speaker
Author, speaker
Episode: 164: Jon Acuff - The Most Expensive Fear in Financial Advising
Sabrina Brown
COO, Reliance Financial
Reliance Financial
Episode: 163: Sabrina Brown & Grace Suchy - Why Most Financial Advisor Firms Can’t Escape the Chaos
Grace Suchy
Client service and planning lead, Reliance Financial
Reliance Financial
Episode: 163: Sabrina Brown & Grace Suchy - Why Most Financial Advisor Firms Can’t Escape the Chaos
Jefferson Fisher
Trial attorney
Independent practice (East Texas context referenced)
Episode: 162: Jefferson Fisher - One Word That’s Destroying Client Trust
Phil Bray
Founder of the Yardstick Agency, an award-winning marketing firm for financial advisors
Yardstick Agency
Episode: 161: Phil Bray - Why Most Financial Advisor Marketing Fails (and What To Do Instead)
Tom Healy
Leadership, culture, and scaling expert
Independent consultant; former advisor to US Navy and Harvard Medical School
Episode: 159: Tom Healy - Why Your Advisory Firm Isn’t Attracting A-Players
Max Major
Mentalist and mind reader, performer
Independent performer/Max Major
Episode: 158: Max Major (Mentalist) – The Closest Thing To Reading Your Client’s Mind

Host

Brad Johnson
Host of Do Business Do Life (DBDL), a coach and advisor to independent financial advisors.

Reviews

5.0 out of 5 stars from 389 ratings
  • If I could go back in time, I would listen from the beginning.

    I have been listening for a few months now and I really enjoy each episode. I try to find things to implement in my business. I look forward to the next episode each week. I wish I would have listened to this podcast from the beginning. Keep up the great work

    Apple Podcasts
    5
    Jpriceccfg
    United States2 months ago
  • Awesome Resource for New Advisor!

    Absolutely love Brad’s show and the guests he has on. His mission of DBDL resonates so much to me. I’m in my first year of the career and this has been one of my favorite resources! Highly recommend

    Apple Podcasts
    5
    Tommy Twardecki
    United States4 months ago
  • Favorite podcast for CFP’s looking for inspiration

    If you’re a financial advisor, wealth management professional, or just someone obsessed with building a big life while building a big business, you need to subscribe to Brad Johnson’s podcast Do Business. Do Life. right now.

    What sets this show apart is the perfect blend of tactical and inspirational. One week you’re getting a masterclass on the newest AI tools and tech stacks that are legitimately moving the needle for seven- and eight-figure practices

    Apple Podcasts
    5
    Dylan Davison
    United States6 months ago
  • Great podcast

    I have been listening for a few months now and I really enjoy each episode. I try to find things to implement in my business. I look forward to the next episode each week. Keep up the great work

    Apple Podcasts
    5
    Jpriceccfg
    United States8 months ago
  • Greatest pod for financial advisors

    Brad is an elite advisor to advisors! Been listening to the pod for a couple years and it’s changed my practice.

    Apple Podcasts
    5
    Shahid sa lgf
    United States9 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise deep, actionable insights and guest diversity.
Audience appreciates leadership, culture, and growth topics tailored to advisors.
Many remark the show blends tactical guidance with life-integration mindset.
Fans note the host's straightforward style and practical frameworks they can apply immediately.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

170: Stu McLaren - The Psychology Behind Clients Who Stay for Life
Q: Is there anything as we start to look at the checkpoints in that first 30 days that are really important to make sure they happen no matter what?
The guest emphasizes clarity of purpose, facilitating real connections among members, and ensuring visible early wins; these elements create momentum and a sense of belonging that reduces overwhelm and boosts retention.
162: Jefferson Fisher - One Word That’s Destroying Client Trust
Q: At what point did you realize that communication was the product rather than the law or the services offered?
The guest describes shifting from focusing on legal services to documenting a journey and teaching communication, realizing that the value lay in how he communicates and connects with people, which then became the core offering and the driver of growth.
161: Phil Bray - Why Most Financial Advisor Marketing Fails (and What To Do Instead)
Q: How should advisors think about ROI and costs in marketing?
Shift the frame from cost to return; focus on client acquisition cost, lifetime value, and structured data collection so ROI can be measured meaningfully rather than chasing low upfront costs.
161: Phil Bray - Why Most Financial Advisor Marketing Fails (and What To Do Instead)
Q: Where do you start when an advisor comes to Yardstick for marketing help?
We start by defining the target audience and building a plan around a clear niche, then lay the foundations (online presence, social proof) and align marketing with the advisor's long-term goals over 1, 3, and 5 years.
148: Triad Member: Fired for Putting Clients First and How He Rebuilt a Family Practice Gathering $65M of New Assets with Keith Leverentz
Q: What advice would you give to advisors experiencing a major transition?
Connect with others who can lend perspective and support.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Do Business. Do Life.

What is Do Business. Do Life. about and what kind of topics does it cover?

The show centers on helping independent financial advisors grow their practices while prioritizing life, relationships, and well-being. Episodes consistently blend practical sales, marketing, and scaling tactics with leadership, culture, and work-life integration, featuring a mix of coaching frameworks, client-facing strategies, and mindset work. Notable is the emphasis on building scalable systems (sales processes, marketing, hiring, and operations) alongside personal development and family life, often through guest experts in marketing, leadership, psychology, and financial services. The format tends to mix actionable frameworks with real-world stories, making it valuable for listeners aiming to level up their firms without sacrificing co... more

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Which podcasts are similar to Do Business. Do Life.?

These podcasts share a similar audience with Do Business. Do Life.:

1. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. Barron's Advisor
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. BigDeal
5. On The Market

How many episodes of Do Business. Do Life. are there?

Do Business. Do Life. launched 3 years ago and published 167 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Do Business. Do Life.?

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What guests have appeared on Do Business. Do Life.?

Recent guests on Do Business. Do Life. include:

1. Stu McLaren
2. Jimmy Rollins
3. Jon Acuff
4. Sabrina Brown
5. Grace Suchy
6. Jefferson Fisher
7. Phil Bray
8. Tom Healy

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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