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Artwork for Do Business. Do Life.

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

Brad Johnson
Team Building
Work-Life Balance
Financial Advisors
Overcoming Adversity
Addiction
Financial Services
Entrepreneurship
Client Relationships
Work-Life Integration
Sports Collectibles Market
Business Growth
Mental Health
Client Experience
Wealth Management
Financial Advisory
The Advisor Transformation
Mindset Shift
Happiness
Investing
Executive Assistant

"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

PublishesWeeklyEpisodes153Founded3 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Do Business. Do Life.

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Recent Guests

Shasta Nelson
Friendship expert and connection researcher
Episode: 151: Shasta Nelson - The Science Every Advisor Needs to Know About Human Connection
Carey Lohrenz
The first female F-14 Tomcat pilot in US Navy history
Episode: 149: Carey Lohrenz - Navy’s First Female Top Gun on Performing Under Pressure
Keith Leverentz
Former high school science teacher turned financial advisor focusing on client-centric financial planning.
Episode: 148: Triad Member: Fired for Putting Clients First and How He Rebuilt a Family Practice Gathering $65M of New Assets with Keith Leverentz
Glenn Street
Co-Creator of Harvey the Hound and founder of mascots.com, specializes in sports branding through mascot creation.
mascots.com
Episode: 146: Glenn Street - What Creating a Pro Sports Mascot Taught Me About Differentiating Your Advisory Practice
Lindsey Lewis
Managing Director and Chair of the American College Center for Women and Financial Services.
American College Center for Women and Financial Services
Episode: 145: Lindsey Lewis - Why Women Will Drive the Next Era of Advisor Growth (According to the Data)
Dana Dunkelberger
Triad member who significantly transformed his financial advisory business.
Reliance Financial Partners
Episode: 144: Triad Member: The Playbook That Took Reliance Financial Partners from $35M to $100M Per Year with Dana Dunkelberger
Jason Early
Founder and CEO of RISR, an AI platform for financial advisors
RISR
Episode: 142: Jason Early - The AI Tool Advisors Are Using to Win Business-Owner Clients
Eden Ovadia
Co-founder and CEO of Finny
Finny
Episode: 141: Eden Ovadia - The AI Platform Helping Financial Advisors Find and Convert Ideal Clients Faster
Robert Glazer
Entrepreneur and best-selling author
Author of The Compass Within
Episode: 138: Robert Glazer - Uncover Your Core Values and Build a Business You Never Want to Retire From

Host

Brad Johnson
Host of 'Do Business. Do Life.' and has extensive experience coaching top independent financial advisors for over 15 years, focusing on integrating business growth with personal well-being. He distills insights from industry thought leaders to provide actionable advice to listeners.

Reviews

5.0 out of 5 stars from 386 ratings
  • 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 Statesa month 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 States3 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 States4 months ago
  • A must for those looking to the next level

    Brad and the DBDL team are writing the playbook for how, already successful agents/advisors, can learn from those who’ve found a way to crack the code.

    For those new to the industry, this is an absolute must if you want to learn how to differentiate yourself in the business and accelerate your learning curve.

    Not the least of which is learning how to make sure you don’t forget about why you’re doing it in the first place!

    Apple Podcasts
    5
    Shawny_red
    Canada5 months ago
  • Great Listen

    This podcast offers great insights on the financial advising industry but also on leadership and connection. I regularly pick up pieces that can be immediately applied to my life.

    Apple Podcasts
    5
    JacobR93
    United States5 months ago

Listeners Say

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

Many reviews highlight the community aspect, indicating that it feels more like a movement than just a podcast, creating a supportive environment for financial professionals.
Listeners appreciate the insightful and actionable content tailored for financial advisors, often noting the balance of professional growth with personal life integration.
Some listeners have pointed out that while most episodes are relevant, a few topics may not resonate as strongly with every listener, suggesting a varying level of interest in certain discussions.
The host is praised for engaging discussions with expert guests who provide valuable perspectives on leading a successful advisory practice.

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Talking Points

Recent interactions between the hosts and their guests.

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.
145: Lindsey Lewis - Why Women Will Drive the Next Era of Advisor Growth (According to the Data)
Q: How do you think firms can attract and retain the next generation of financial advisors?
Firms need to provide effective onboarding and training, clarify career paths, and offer competitive compensation structures to retain talent.
145: Lindsey Lewis - Why Women Will Drive the Next Era of Advisor Growth (According to the Data)
Q: What are traits that women bring to the table as advisors?
Women tend to bring empathy and personalization, which are highly valued traits by clients. They may approach sales in an education-based manner, leading to strong referral connections.
146: Glenn Street - What Creating a Pro Sports Mascot Taught Me About Differentiating Your Advisory Practice
Q: How would that work?
Street outlines that creating a mascot involves exploring the brand's identity, values, and customer base, focusing on how a mascot could symbolize and enhance the business's mission.
146: Glenn Street - What Creating a Pro Sports Mascot Taught Me About Differentiating Your Advisory Practice
Q: How often does a pro sports team change their mascot?
Street mentions that changes often lead to nostalgia for old mascots, especially in colleges where traditions are deeply rooted. Generally, updates are made rather than completely new mascots being introduced.

Audience Metrics

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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 content focuses on empowering independent financial advisors to achieve both personal and professional growth. It emphasizes the importance of work-life balance, successful client relationship management, and innovative business strategies. Topics frequently discussed include financial advising best practices, marketing techniques, team collaboration, and leadership principles, all aimed at fostering a fulfilling business environment without sacrificing personal well-being. This podcast also features insights from thought leaders and industry experts, making it a valuable resource for those seeking practical advice and inspiration to elevate their advisory practice.

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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 Compound and Friends
2. Animal Spirits Podcast
3. The StoryBrand Podcast
4. The Long View
5. Stay Wealthy Retirement Podcast

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

Do Business. Do Life. launched 3 years ago and published 153 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. Shasta Nelson
2. Carey Lohrenz
3. Keith Leverentz
4. Glenn Street
5. Lindsey Lewis
6. Dana Dunkelberger
7. Jason Early
8. Eden Ovadia

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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